Idaho Agc Self-Funded Benefit Trust — Form 5500 plan (Idaho Agc Self-Funded Benefit Trust)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Idaho Agc Self-Funded Benefit Trust is a benefit plan reported by Idaho Agc Self-Funded Benefit Trust under EIN 30-0496315 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,679 participants and $10,826,429 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Idaho Agc Self-Funded Benefit Trust
EIN
30-0496315
Plan number
502
Plan type
3
Location
Boise, ID
Latest filing year
2023
Participants
1,679
End-of-year plan assets
$10,826,429

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,679H, C20241015232809NAL0050104208002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,826,429
Total liabilities (EOY)
$4,266,410
Net assets (EOY)
$6,560,019
Net assets (BOY)
$6,526,508

Income & contributions

Employer contributions
$22,058,225
Total contributions
$22,058,225
Total income / additions
$22,470,066

Expenses & distributions

Benefits paid
$18,260,305
Administrative expenses
$4,176,250
Total expenses
$22,436,555
Net increase / (decrease)
$33,511

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Of IdahoNONE$2,387,810not reported in the loaded dataset2023
Idaho Branch Inc, The AgcPLAN SPONSOR$466,068not reported in the loaded dataset2023
Alliant Insurance ServicesNONE$209,311not reported in the loaded dataset2023
Fred A. Moreton & CompanyNONE$142,592not reported in the loaded dataset2023
Vimly Benefit Solutions, Inc.NONE$103,167not reported in the loaded dataset2023
Gallagher Benefit Services IncNONE$79,516not reported in the loaded dataset2023
Delta DentalNONE$76,577not reported in the loaded dataset2023
Crystal Summit Insurance ServicesNONE$65,938not reported in the loaded dataset2023
Higgins & Rutledge Insurance Inc.NONE$63,740not reported in the loaded dataset2023
Hub International Mountain StatesNONE$62,222not reported in the loaded dataset2023
Milliman, IncNONE$38,334not reported in the loaded dataset2023
The Shandro Group Inc.NONE$38,071not reported in the loaded dataset2023
Digital InsuranceNONE$37,932not reported in the loaded dataset2023
The Hartwell CorpNONE$36,758not reported in the loaded dataset2023
David ParkerNONE$36,660not reported in the loaded dataset2023
Marsh Usa, Inc.NONE$36,006not reported in the loaded dataset2023
Larsen Law, PllcNONE$29,707not reported in the loaded dataset2023
Fredriksen Brown Insurance LLCNONE$24,665not reported in the loaded dataset2023
The Buckner Company Of Idaho, LLCNONE$22,686not reported in the loaded dataset2023
Vision Service PlanNONE$17,142not reported in the loaded dataset2023
Hsbc Insurance LLCNONE$16,034not reported in the loaded dataset2023
Myriad Benefits LLCNONE$15,652not reported in the loaded dataset2023
Kash Browne & Company LLCNONE$14,100not reported in the loaded dataset2023
Harris & Co. PllcNONE$13,000not reported in the loaded dataset2023
Th Partners Group LtdNONE$12,818not reported in the loaded dataset2023
Post Insurance Services IncNONE$10,336not reported in the loaded dataset2023
Advanced Benefits Inc.NONE$9,352not reported in the loaded dataset2023
Jensco, IncNONE$8,100not reported in the loaded dataset2023
Associated Insurance ServicesNONE$6,340not reported in the loaded dataset2023
Eric Fillmore, LLCNONE$5,058not reported in the loaded dataset2023

Related Form 5500 pages