2023 Form 5500 filing — Montana Teamsters - Contractors / Employers 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 20250415203007NAL0006823600001) for Montana Teamsters - Contractors / Employers Trust, reported by Montana Teamsters - Contractors / Employers Board Of Trustees under EIN 93-6021474 and plan number 501. It reports 1,802 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415203007NAL0006823600001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Montana Teamsters - Contractors / Employers Board Of Trustees
- EIN
- 93-6021474
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 1,802
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,748,790
- Total liabilities (EOY)
- $6,603,475
- Net assets (EOY)
- $39,145,315
- Employer contributions
- $29,031,919
- Participant contributions
- $1,085,374
- Total income / additions
- $32,832,787
- Benefits paid
- $26,056,951
- Administrative expenses
- $2,043,448
- Total expenses
- $28,100,399
- Net increase / (decrease)
- $4,732,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | THIRD PARTY ADMINISTRATOR | $824,952 | not reported in the loaded dataset |
| Premera | CLAIMS ADMIN/PPO ACCESS | $547,932 | not reported in the loaded dataset |
| Innovative Care Management | CLAIMS AUDITING | $148,749 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | INVESTMENT ADVISOR/MGR | $85,275 | not reported in the loaded dataset |
| Withum Smith Brown | PAYROLL AUDITOR | $56,989 | not reported in the loaded dataset |
| Propel Insurance | CONSULTANT | $47,935 | not reported in the loaded dataset |
| Lockton Companies, LLC | CONSULTANT/RX BENEFIR MGT | $42,000 | not reported in the loaded dataset |
| Us Bank | CUSTODIAN/INV. MANAGER | $39,028 | $0 |
| Barlow Coughran Morales & Josephson | LEGAL COUNCEL | $35,300 | not reported in the loaded dataset |
| Delta Dental Of California | DENTAL ADMIN FEE | $33,570 | not reported in the loaded dataset |
| Cvs/Caremark | RX CLAIMS PROCESSING | $29,373 | not reported in the loaded dataset |
| Wells Fargo Bank | BANKING | $26,119 | not reported in the loaded dataset |
| Milliman Usa | ACTUARY | $20,000 | not reported in the loaded dataset |
| Vision Service Plan | VISION SERVICE PLAN | $17,621 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $9,565 | not reported in the loaded dataset |
| Audit Services, Inc. | PAYROLL AUDITOR | $7,434 | not reported in the loaded dataset |
| Platform, Cpas, LLC | AUDITOR | $5,100 | not reported in the loaded dataset |