Montana Retail Store Employees Health And Welfare Plan — Form 5500 plan (Montana Retail Store Employees Health And Welfare Plan Board Of Truste)
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, Montana Retail Store Employees Health And Welfare Plan is a benefit plan reported by Montana Retail Store Employees Health And Welfare Plan Board Of Truste under EIN 81-0305103 and plan number 501. The latest loaded filing year is 2023. The filing reports 875 participants and $17,635,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Retail Store Employees Health And Welfare Plan Board Of Truste
- EIN
- 81-0305103
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 875
- End-of-year plan assets
- $17,635,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 875 | H, C | 20250715164903NAL0002476769002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,635,711
- Total liabilities (EOY)
- $2,872,214
- Net assets (EOY)
- $14,763,497
- Net assets (BOY)
- $13,120,208
Income & contributions
- Employer contributions
- $12,144,030
- Participant contributions
- $763,554
- Total contributions
- $12,907,584
- Total income / additions
- $14,054,748
Expenses & distributions
- Benefits paid
- $11,722,579
- Administrative expenses
- $688,880
- Total expenses
- $12,411,459
- Net increase / (decrease)
- $1,643,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| A.W. Rehn & Associates | NONE | $370,231 | not reported in the loaded dataset | 2023 |
| Medical Rehabilitation Consultants, | NONE | $227,082 | $0 | 2023 |
| Smith Health Inc. | NONE | $134,123 | $0 | 2023 |
| Alliant Insurance Services, Inc. | NONE | $88,000 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $84,102 | not reported in the loaded dataset | 2023 |
| First Choice Health Network, Inc. | NONE | $80,274 | not reported in the loaded dataset | 2023 |
| Interlink Care Management, Inc. | NONE | $40,330 | not reported in the loaded dataset | 2023 |
| Quantify Health LLC | NONE | $38,269 | not reported in the loaded dataset | 2023 |
| Lawton Printing, Inc. | NONE | $24,063 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $23,955 | not reported in the loaded dataset | 2023 |
| Health Risk Strategies | NONE | $5,700 | $18,000 | 2023 |
| Multiplan Corporation | NONE | $18,581 | $0 | 2023 |
| Washington Trust Bank | NONE | $17,785 | not reported in the loaded dataset | 2023 |
| Frsecure LLC | NONE | $12,375 | not reported in the loaded dataset | 2023 |
| Paulette Duryee | ALTERNATE TRUSTEE | $8,256 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $7,781 | not reported in the loaded dataset | 2023 |
| Nicolai Cocergine | TRUSTEE | $6,230 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group, Inc. | NONE | $5,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montana Retail Store Employees Health And Welfare Plan Board Of Truste
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- A.W. Rehn & Associates — Schedule C compensation
- Medical Rehabilitation Consultants, — Schedule C compensation
- Smith Health Inc. — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- First Choice Health Network, Inc. — Schedule C compensation
- Interlink Care Management, Inc. — Schedule C compensation
- Quantify Health LLC — Schedule C compensation
- Lawton Printing, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Health Risk Strategies — Schedule C compensation
- Multiplan Corporation — Schedule C compensation
- Washington Trust Bank — Schedule C compensation
- Frsecure LLC — Schedule C compensation
- Paulette Duryee — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Nicolai Cocergine — Schedule C compensation
- Usi Consulting Group, Inc. — Schedule C compensation