2023 Form 5500 filing — Montana Operating Engineers Construction & Mining Industry Health & Security Trust Fund
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 20250317182040NAL0002052017005) for Montana Operating Engineers Construction & Mining Industry Health & Security Trust Fund, reported by Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust under EIN 81-6009559 and plan number 501. It reports 764 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317182040NAL0002052017005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mt Operating Eng Const & Mining Ind Health & Security & Vacation Trust
- EIN
- 81-6009559
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 764
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,409,193
- Total liabilities (EOY)
- $2,589,234
- Net assets (EOY)
- $11,819,959
- Employer contributions
- $11,726,912
- Participant contributions
- $300,226
- Total income / additions
- $12,495,909
- Benefits paid
- $12,278,840
- Administrative expenses
- $335,186
- Total expenses
- $12,614,026
- Net increase / (decrease)
- -$118,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $138,736 | not reported in the loaded dataset |
| Propel Insurance, Inc | NONE | $64,403 | $0 |
| Davidson Investment Advisors, Inc. | NONE | $30,026 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $25,658 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $21,000 | not reported in the loaded dataset |
| Us Bank N.A | NONE | $14,324 | not reported in the loaded dataset |
| Iron Mountain | NONE | $8,751 | not reported in the loaded dataset |
| First Interstate Bank | NONE | $6,473 | not reported in the loaded dataset |
| Audit Services, Inc | NONE | $6,350 | not reported in the loaded dataset |