Montana Contractors Association Health Care Trust Benefit Plan — Form 5500 plan (Board Of Trustees Of The Montana Contractors Assn Health Care 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, Montana Contractors Association Health Care Trust Benefit Plan is a benefit plan reported by Board Of Trustees Of The Montana Contractors Assn Health Care Trust under EIN 81-0449239 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,205 participants and $42,558,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Montana Contractors Assn Health Care Trust
- EIN
- 81-0449239
- Plan number
- 501
- Plan type
- 3
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 2,205
- End-of-year plan assets
- $42,558,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,205 | H, C | 20241024180430NAL0000771155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,558,310
- Total liabilities (EOY)
- $11,439,643
- Net assets (EOY)
- $31,118,667
- Net assets (BOY)
- $29,650,940
Income & contributions
- Employer contributions
- $35,534,152
- Total contributions
- $35,697,767
- Total income / additions
- $39,624,659
Expenses & distributions
- Benefits paid
- $34,285,131
- Administrative expenses
- $3,871,801
- Total expenses
- $38,156,932
- Net increase / (decrease)
- $1,467,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allegiance Benefit Plan Management | NONE | $1,027,858 | not reported in the loaded dataset | 2023 |
| Mca Trusts Administrative Office | ADMIN MINISTERIAL STAFF | $720,951 | not reported in the loaded dataset | 2023 |
| Buckley Maxwell Dixon Dolezal Pc | NONE | $410,972 | not reported in the loaded dataset | 2023 |
| Navitus Health Solutions, LLC | NONE | $198,820 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $109,900 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $87,636 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $73,500 | not reported in the loaded dataset | 2023 |
| Econo Print, Inc. | NONE | $27,748 | not reported in the loaded dataset | 2023 |
| Prism Health Strategists, LLC | NONE | $19,142 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank N.A. | NONE | $10,771 | not reported in the loaded dataset | 2023 |
| Mailing Technical Services | NONE | $6,258 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Montana Contractors Assn Health Care Trust
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Billings, MT
- Allegiance Benefit Plan Management — Schedule C compensation
- Mca Trusts Administrative Office — Schedule C compensation
- Buckley Maxwell Dixon Dolezal Pc — Schedule C compensation
- Navitus Health Solutions, LLC — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Econo Print, Inc. — Schedule C compensation
- Prism Health Strategists, LLC — Schedule C compensation
- Wells Fargo Bank N.A. — Schedule C compensation
- Mailing Technical Services — Schedule C compensation