2023 Form 5500 filing — Health Professions Of Montana Plan & Trust
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 20241015110100NAL0057119154004) for Health Professions Of Montana Plan & Trust, reported by Health Professions Of Montana Plan & Trust under EIN 45-2078503 and plan number 550. It reports 1,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110100NAL0057119154004
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Health Professions Of Montana Plan & Trust
- EIN
- 45-2078503
- Plan number
- 550
- Location
- Missoula, MT
- Participants
- 1,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,436,940
- Total liabilities (EOY)
- $1,442,097
- Net assets (EOY)
- $3,994,843
- Employer contributions
- $14,437,994
- Total income / additions
- $14,821,103
- Benefits paid
- $15,285,346
- Administrative expenses
- $1,240,778
- Total expenses
- $16,526,124
- Net increase / (decrease)
- -$1,705,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Montana | PLAN ADMINISTRATORS | $375,892 | not reported in the loaded dataset |
| Hpmpt Sponsor Org Inc. | PLAN SPONSOR | $352,440 | not reported in the loaded dataset |
| Leif Associates, Inc | ACTUARY AND UNDERWRITING | $150,551 | not reported in the loaded dataset |
| Alliant Insurance Services Inc | CONSULTANT | $73,542 | not reported in the loaded dataset |
| Larsen Law, Pllc | ATTORNEY | $30,921 | not reported in the loaded dataset |
| Eide Bailly Llp | AUDITORS | $27,650 | not reported in the loaded dataset |
| Crowley Fleck Pllp | ATTORNEY | $25,043 | not reported in the loaded dataset |
| J. Bruce Robertson | INDEPENDENT FIDUCIARY | $24,000 | not reported in the loaded dataset |
| Us Bank | NONE | $10,899 | not reported in the loaded dataset |