Tamarack Management Inc. Pension Plan — Form 5500 plan (Tamarack Management Inc.)
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, Tamarack Management Inc. Pension Plan is a benefit plan reported by Tamarack Management Inc. under EIN 81-0513898 and plan number 002. The latest loaded filing year is 2023. The filing reports 345 participants and $10,966,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tamarack Management Inc.
- EIN
- 81-0513898
- Plan number
- 002
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $10,966,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241015144639NAL0016661619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,966,257
- Total liabilities (EOY)
- $546,597
- Net assets (EOY)
- $10,419,660
- Net assets (BOY)
- $10,013,094
Income & contributions
- Employer contributions
- $200,011
- Total contributions
- $200,011
- Total income / additions
- $1,233,751
Expenses & distributions
- Benefits paid
- $645,905
- Administrative expenses
- $181,280
- Total expenses
- $827,185
- Net increase / (decrease)
- $406,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | ACTUARY | $112,150 | not reported in the loaded dataset | 2023 |
| Andco Consulting | BROKER | $44,043 | not reported in the loaded dataset | 2023 |
| First Interstate Bank | TRUSTEE | $25,087 | not reported in the loaded dataset | 2023 |