2023 Form 5500 filing — Laborers Agc Pension 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 20250113191640NAL0018661537001) for Laborers Agc Pension Trust Of Montana, reported by Laborers Agc Pension Trust Of Montana Board Of Trustees under EIN 91-6068929 and plan number 001. It reports 3,768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113191640NAL0018661537001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Laborers Agc Pension Trust Of Montana Board Of Trustees
- EIN
- 91-6068929
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 3,768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,619,133
- Total liabilities (EOY)
- $156,801
- Net assets (EOY)
- $135,462,332
- Employer contributions
- $4,834,951
- Total income / additions
- $22,439,060
- Benefits paid
- $11,499,716
- Administrative expenses
- $928,463
- Total expenses
- $12,428,179
- Net increase / (decrease)
- $10,010,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $196,016 | not reported in the loaded dataset |
| Loomis Sayles & Company, Lp | NONE | $176,080 | $0 |
| The London Company | NONE | $112,731 | $0 |
| Verus Investments | NONE | $100,000 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $96,151 | not reported in the loaded dataset |
| First Interstate Wealth Management | NONE | $45,644 | not reported in the loaded dataset |
| Propel Insurance | NONE | $38,763 | $0 |
| Cullen Capital Management, LLC | NONE | $26,892 | $0 |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $21,660 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $15,240 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $9,530 | $0 |
| Richard Morrison | TRUSTEE | $7,517 | not reported in the loaded dataset |