2023 Form 5500 filing — Montana Employee Vacation Savings 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 20250317115251NAL0001634753004) for Montana Employee Vacation Savings Plan, reported by Board Of Trustees Of Montana Employee Vacation Savings Plan under EIN 91-1041556 and plan number 501. It reports 1,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317115251NAL0001634753004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Montana Employee Vacation Savings Plan
- EIN
- 91-1041556
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 1,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,496,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,496,866
- Employer contributions
- $964,484
- Total income / additions
- $1,097,777
- Benefits paid
- $1,367,447
- Administrative expenses
- $71,693
- Total expenses
- $1,439,140
- Net increase / (decrease)
- -$341,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | THIRD PARTY ADMINISTRATOR | $40,977 | not reported in the loaded dataset |
| First Interstate Wealth Management | INVESTMENT CUSTODIAN | $7,170 | not reported in the loaded dataset |
| Platform Cpa'S Llp | NONE | $5,645 | not reported in the loaded dataset |