Montana Teamsters - Contractors / Employers Trust — Form 5500 plan (Montana Teamsters - Contractors / Employers Board Of Trustees)
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 Teamsters - Contractors / Employers Trust is a benefit plan reported by Montana Teamsters - Contractors / Employers Board Of Trustees under EIN 93-6021474 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,802 participants and $45,748,790 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Teamsters - Contractors / Employers Board Of Trustees
- EIN
- 93-6021474
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 1,802
- End-of-year plan assets
- $45,748,790
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,802 | H, C | 20250415203007NAL0006823600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,748,790
- Total liabilities (EOY)
- $6,603,475
- Net assets (EOY)
- $39,145,315
- Net assets (BOY)
- $34,412,927
Income & contributions
- Employer contributions
- $29,031,919
- Participant contributions
- $1,085,374
- Total contributions
- $30,117,293
- Total income / additions
- $32,832,787
Expenses & distributions
- Benefits paid
- $26,056,951
- Administrative expenses
- $2,043,448
- Total expenses
- $28,100,399
- Net increase / (decrease)
- $4,732,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $824,952 | not reported in the loaded dataset | 2023 |
| Premera | CLAIMS ADMIN/PPO ACCESS | $547,932 | not reported in the loaded dataset | 2023 |
| Innovative Care Management | CLAIMS AUDITING | $148,749 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | INVESTMENT ADVISOR/MGR | $85,275 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown | PAYROLL AUDITOR | $56,989 | not reported in the loaded dataset | 2023 |
| Propel Insurance | CONSULTANT | $47,935 | not reported in the loaded dataset | 2023 |
| Lockton Companies, LLC | CONSULTANT/RX BENEFIR MGT | $42,000 | not reported in the loaded dataset | 2023 |
| Us Bank | CUSTODIAN/INV. MANAGER | $39,028 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | LEGAL COUNCEL | $35,300 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | DENTAL ADMIN FEE | $33,570 | not reported in the loaded dataset | 2023 |
| Cvs/Caremark | RX CLAIMS PROCESSING | $29,373 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | BANKING | $26,119 | not reported in the loaded dataset | 2023 |
| Milliman Usa | ACTUARY | $20,000 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | VISION SERVICE PLAN | $17,621 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $9,565 | not reported in the loaded dataset | 2023 |
| Audit Services, Inc. | PAYROLL AUDITOR | $7,434 | not reported in the loaded dataset | 2023 |
| Platform, Cpas, LLC | AUDITOR | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montana Teamsters - Contractors / Employers Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Northwest Administrators, Inc. — Schedule C compensation
- Premera — Schedule C compensation
- Innovative Care Management — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Withum Smith Brown — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Lockton Companies, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Cvs/Caremark — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Audit Services, Inc. — Schedule C compensation
- Platform, Cpas, LLC — Schedule C compensation