2023 Form 5500 filing — Tamarack Management Inc. Pension 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 20241015144639NAL0016661619001) for Tamarack Management Inc. Pension Plan, reported by Tamarack Management Inc. under EIN 81-0513898 and plan number 002. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144639NAL0016661619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tamarack Management Inc.
- EIN
- 81-0513898
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,966,257
- Total liabilities (EOY)
- $546,597
- Net assets (EOY)
- $10,419,660
- Employer contributions
- $200,011
- Total income / additions
- $1,233,751
- Benefits paid
- $645,905
- Administrative expenses
- $181,280
- Total expenses
- $827,185
- Net increase / (decrease)
- $406,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | ACTUARY | $112,150 | not reported in the loaded dataset |
| Andco Consulting | BROKER | $44,043 | not reported in the loaded dataset |
| First Interstate Bank | TRUSTEE | $25,087 | not reported in the loaded dataset |