2023 Form 5500 filing — Morrison-Maierle Group Benefits Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011162320NAL0039469376001) for Morrison-Maierle Group Benefits Plan, reported by Morrison-Maierle, Inc. under EIN 81-0217149 and plan number 501. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011162320NAL0039469376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrison-Maierle, Inc.
- EIN
- 81-0217149
- Plan number
- 501
- Location
- Helena, MT
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,230,705
- Total liabilities (EOY)
- $408,123
- Net assets (EOY)
- $1,822,582
- Employer contributions
- $3,466,816
- Participant contributions
- $1,293,503
- Total income / additions
- $4,827,401
- Benefits paid
- $3,556,519
- Administrative expenses
- $1,421,983
- Total expenses
- $4,978,502
- Net increase / (decrease)
- -$151,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Montana | NONE | $1,091,490 | not reported in the loaded dataset |
| It Starts With Me Health | NONE | $54,477 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $38,615 | not reported in the loaded dataset |
| Turner Consulting | NONE | $30,000 | not reported in the loaded dataset |
| Kcoe Isom | NONE | $17,400 | not reported in the loaded dataset |
| Optum Bank | NONE | $6,600 | not reported in the loaded dataset |