How many benefit plans does Allegiance Benefit Plan Management, Inc. report on Form 5500?

Allegiance Benefit Plan Management, Inc. (EIN 81-0400550) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Allegiance Benefit Plan Management, Inc.?

The Employer Identification Number (EIN) reported for Allegiance Benefit Plan Management, Inc. is 81-0400550.

What is the latest Form 5500 filing year for Allegiance Benefit Plan Management, Inc.?

The latest loaded Form 5500 filing year for Allegiance Benefit Plan Management, Inc. is 2023.

Allegiance Benefit Plan Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Allegiance Benefit Plan Management, Inc. (EIN 81-0400550) is a plan sponsor located in Missoula, MT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 81-0400550
Location: Missoula, MT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $49,902,462
Total reported liabilities (EOY): $422,023
Total reported net assets (EOY): $49,480,439

Contributions & income

Employer contributions: $9,120,817
Participant contributions: $2,821,608
Total income / additions: $19,315,319

Expenses & distributions

Benefits paid / distributions: $8,527,567
Total expenses: $8,692,395
Net increase / (decrease): $10,622,924

Coverage

Total reported participants: 1,505
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Allegiance Benefit Plan Management, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Allegiance Benefit Plan Management, Inc. 401(K) Plan	001	750	$49,479,251	2023
Health Benefit Plan For The Employees Of Allegiance Benefit Plan Management Inc	501	755	$423,211	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allegiance Benefit Plan Management, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Allegiance Benefit Plan Management, Inc. 401(K) Plan	750	H, C	20241015140449NAL0058017890001
2023	Health Benefit Plan For The Employees Of Allegiance Benefit Plan Management Inc	755	H, C	20250604214426NAL0008101651001