Laborers A.G.C. Trust Of Montana — Form 5500 plan (Laborers Agc Trust Of Montana Health & W)
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, Laborers A.G.C. Trust Of Montana is a benefit plan reported by Laborers Agc Trust Of Montana Health & W under EIN 81-1094866 and plan number 501. The latest loaded filing year is 2023. The filing reports 680 participants and $20,048,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Agc Trust Of Montana Health & W
- EIN
- 81-1094866
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 680
- End-of-year plan assets
- $20,048,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20241220184825NAL0010150368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,048,847
- Total liabilities (EOY)
- $2,003,689
- Net assets (EOY)
- $18,045,158
- Net assets (BOY)
- $16,800,328
Income & contributions
- Employer contributions
- $9,998,529
- Participant contributions
- $210,584
- Total contributions
- $10,209,113
- Total income / additions
- $11,348,120
Expenses & distributions
- Benefits paid
- $9,275,356
- Administrative expenses
- $827,934
- Total expenses
- $10,103,290
- Net increase / (decrease)
- $1,244,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $266,136 | not reported in the loaded dataset | 2023 |
| Premera Blue Cross | NONE | $236,330 | not reported in the loaded dataset | 2023 |
| First Interstate Wealth Management | NONE | $59,717 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $51,414 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $35,530 | not reported in the loaded dataset | 2023 |
| Innovative Care Management Inc. | NONE | $33,364 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $33,315 | $0 | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $13,790 | not reported in the loaded dataset | 2023 |
| H.G. Gus Sand & Associates | NONE | $9,748 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Agc Trust Of Montana Health & W
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Zenith American Solutions, Inc. — Schedule C compensation
- Premera Blue Cross — Schedule C compensation
- First Interstate Wealth Management — Schedule C compensation
- Delta Dental — Schedule C compensation
- Turner, Stoeve & Gagliardi, P.S. — Schedule C compensation
- Innovative Care Management Inc. — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- H.G. Gus Sand & Associates — Schedule C compensation
- Milliman, Inc — Schedule C compensation