2023 Form 5500 filing — Montana Credit Union League Group Benefits 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 20241015122245NAL0028402689003) for Montana Credit Union League Group Benefits Trust, reported by Montana Credit Union League under EIN 37-6420195 and plan number 501. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122245NAL0028402689003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Montana Credit Union League
- EIN
- 37-6420195
- Plan number
- 501
- Location
- Helena, MT
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,478,446
- Total liabilities (EOY)
- $627,865
- Net assets (EOY)
- $3,850,581
- Participant contributions
- $5,168,928
- Total income / additions
- $6,724,794
- Benefits paid
- $5,869,983
- Administrative expenses
- $690,677
- Total expenses
- $6,560,660
- Net increase / (decrease)
- $164,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| League Service Group | TRUSTEE | $220,687 | not reported in the loaded dataset |
| Ebms | NONE | $125,333 | $0 |
| Leavitt Group | NONE | $59,000 | not reported in the loaded dataset |
| Smith Rx | NONE | $56,168 | not reported in the loaded dataset |
| Fiduciary Risk Management | NONE | $48,953 | not reported in the loaded dataset |
| Health Joy | CONSULTING | $45,602 | not reported in the loaded dataset |
| First Choice Health | NONE | $25,288 | not reported in the loaded dataset |
| Metlife | NONE | $19,755 | not reported in the loaded dataset |
| Douglas Wilson And Company P.C. | NONE | $11,950 | not reported in the loaded dataset |
| Medical Rehabilitation Consultants | CONSULTING | $11,193 | not reported in the loaded dataset |
| Health Risk Strategies, LLC | NONE | $7,500 | not reported in the loaded dataset |
| Cuna Mutual | NONE | $7,280 | not reported in the loaded dataset |
| Vezahealth, LLC | CONSULTING | $6,357 | not reported in the loaded dataset |
| Take Control, Inc. | NONE | $6,332 | not reported in the loaded dataset |
| Montana State Auditor | NONE | $5,052 | not reported in the loaded dataset |