Montana Operating Engineers Construction & Mining Industry Health & Security Trust Fund — Form 5500 plan (Mt Operating Eng Const & Mining Ind Health & Security & Vacation 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 Operating Engineers Construction & Mining Industry Health & Security Trust Fund is a benefit plan reported by Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust under EIN 81-6009559 and plan number 501. The latest loaded filing year is 2023. The filing reports 764 participants and $14,409,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust
- EIN
- 81-6009559
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 764
- End-of-year plan assets
- $14,409,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 764 | H, C | 20250317182040NAL0002052017005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,409,193
- Total liabilities (EOY)
- $2,589,234
- Net assets (EOY)
- $11,819,959
- Net assets (BOY)
- $11,938,076
Income & contributions
- Employer contributions
- $11,726,912
- Participant contributions
- $300,226
- Total contributions
- $12,027,138
- Total income / additions
- $12,495,909
Expenses & distributions
- Benefits paid
- $12,278,840
- Administrative expenses
- $335,186
- Total expenses
- $12,614,026
- Net increase / (decrease)
- -$118,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $138,736 | not reported in the loaded dataset | 2023 |
| Propel Insurance, Inc | NONE | $64,403 | $0 | 2023 |
| Davidson Investment Advisors, Inc. | NONE | $30,026 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $25,658 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Us Bank N.A | NONE | $14,324 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $8,751 | not reported in the loaded dataset | 2023 |
| First Interstate Bank | NONE | $6,473 | not reported in the loaded dataset | 2023 |
| Audit Services, Inc | NONE | $6,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Zenith American Solutions — Schedule C compensation
- Propel Insurance, Inc — Schedule C compensation
- Davidson Investment Advisors, Inc. — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Us Bank N.A — Schedule C compensation
- Iron Mountain — Schedule C compensation
- First Interstate Bank — Schedule C compensation
- Audit Services, Inc — Schedule C compensation