2023 Form 5500 filing — Laborers A.G.C. Trust Of Montana
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 20241220184825NAL0010150368001) for Laborers A.G.C. Trust Of Montana, reported by Laborers Agc Trust Of Montana Health & W under EIN 81-1094866 and plan number 501. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220184825NAL0010150368001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Agc Trust Of Montana Health & W
- EIN
- 81-1094866
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,048,847
- Total liabilities (EOY)
- $2,003,689
- Net assets (EOY)
- $18,045,158
- Employer contributions
- $9,998,529
- Participant contributions
- $210,584
- Total income / additions
- $11,348,120
- Benefits paid
- $9,275,356
- Administrative expenses
- $827,934
- Total expenses
- $10,103,290
- Net increase / (decrease)
- $1,244,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $266,136 | not reported in the loaded dataset |
| Premera Blue Cross | NONE | $236,330 | not reported in the loaded dataset |
| First Interstate Wealth Management | NONE | $59,717 | not reported in the loaded dataset |
| Delta Dental | NONE | $51,414 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $35,530 | not reported in the loaded dataset |
| Innovative Care Management Inc. | NONE | $33,364 | not reported in the loaded dataset |
| Propel Insurance | NONE | $33,315 | $0 |
| Anastasi, Moore & Martin, Pllc | NONE | $13,790 | not reported in the loaded dataset |
| H.G. Gus Sand & Associates | NONE | $9,748 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $6,500 | not reported in the loaded dataset |