2023 Form 5500 filing — Associated Employers Group Benefit Plan And 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 20250226120127NAL0000565059001) for Associated Employers Group Benefit Plan And Trust, reported by Associated Employers Of Montana under EIN 81-0424947 and plan number 501. It reports 7,482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226120127NAL0000565059001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Associated Employers Of Montana
- EIN
- 81-0424947
- Plan number
- 501
- Location
- Billings, MT
- Participants
- 7,482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,821,599
- Total liabilities (EOY)
- $12,014,175
- Net assets (EOY)
- $34,807,424
- Employer contributions
- $71,729,099
- Total income / additions
- $76,319,911
- Benefits paid
- $60,152,444
- Administrative expenses
- $8,593,638
- Total expenses
- $68,746,082
- Net increase / (decrease)
- $7,573,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Benefit Mgmt Services | CLAIMS ADMINISTRATOR | $3,533,480 | $0 |
| Associated Management Services Inc | AFFILIATE COMMON CONTROL | $2,278,864 | not reported in the loaded dataset |
| Hub International | INSURANCE BROKER | $469,596 | not reported in the loaded dataset |
| Leavitt Great West Insurance | INSURANCE BROKER | $434,795 | not reported in the loaded dataset |
| First Choice Health | PPO | $341,730 | not reported in the loaded dataset |
| Rocky Mountain Insurance Group | INSURANCE BROKER | $256,043 | not reported in the loaded dataset |
| Aetna Signature Administrators | PPO | $181,394 | not reported in the loaded dataset |
| Actuarial Strategies & Tactics Inc | ACTUARIAL | $172,523 | not reported in the loaded dataset |
| Marsh & Mclennan | INSURANCE BROKER | $157,670 | not reported in the loaded dataset |
| Lewistown Insurance Agency, Inc. | INSURANCE BROKER | $71,643 | not reported in the loaded dataset |
| Granite Peak Analytics, LLC | RX CONSULTANT | $55,849 | not reported in the loaded dataset |
| H&H Insurance LLC | INSURANCE BROKER | $52,001 | not reported in the loaded dataset |
| Devries Insurance | INSURANCE BROKER | $46,076 | not reported in the loaded dataset |
| Bsa Employee Benefits Inc. | INSURANCE BROKER | $39,724 | not reported in the loaded dataset |
| Allen & Associates Insurance Inc. | INSURANCE BROKER | $39,377 | not reported in the loaded dataset |
| Eide Bailly Llp | AUDIT | $29,450 | not reported in the loaded dataset |
| Seitz Insurance Agency | INSURANCE BROKER | $20,936 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | INSURANCE BROKER | $14,657 | not reported in the loaded dataset |
| Virtus LLC | INSURANCE BROKER | $10,365 | not reported in the loaded dataset |
| Nsquared Consulting | INSURANCE BROKER | $9,540 | not reported in the loaded dataset |
| Big Sky Benefit Solutions | INSURANCE BROKER | $7,536 | not reported in the loaded dataset |
| Innovative Benefit Plans LLC | INSURANCE BROKER | $6,750 | not reported in the loaded dataset |