Montana Credit Union League Group Benefits Trust — Form 5500 plan (Montana Credit Union League)
Plain-English plan 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, Montana Credit Union League Group Benefits Trust is a benefit plan reported by Montana Credit Union League under EIN 37-6420195 and plan number 501. The latest loaded filing year is 2023. The filing reports 384 participants and $4,478,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Credit Union League
- EIN
- 37-6420195
- Plan number
- 501
- Plan type
- 1
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $4,478,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20241015122245NAL0028402689003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,478,446
- Total liabilities (EOY)
- $627,865
- Net assets (EOY)
- $3,850,581
- Net assets (BOY)
- $3,686,447
Income & contributions
- Participant contributions
- $5,168,928
- Total contributions
- $6,523,380
- Total income / additions
- $6,724,794
Expenses & distributions
- Benefits paid
- $5,869,983
- Administrative expenses
- $690,677
- Total expenses
- $6,560,660
- Net increase / (decrease)
- $164,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| League Service Group | TRUSTEE | $220,687 | not reported in the loaded dataset | 2023 |
| Ebms | NONE | $125,333 | $0 | 2023 |
| Leavitt Group | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| Smith Rx | NONE | $56,168 | not reported in the loaded dataset | 2023 |
| Fiduciary Risk Management | NONE | $48,953 | not reported in the loaded dataset | 2023 |
| Health Joy | CONSULTING | $45,602 | not reported in the loaded dataset | 2023 |
| First Choice Health | NONE | $25,288 | not reported in the loaded dataset | 2023 |
| Metlife | NONE | $19,755 | not reported in the loaded dataset | 2023 |
| Douglas Wilson And Company P.C. | NONE | $11,950 | not reported in the loaded dataset | 2023 |
| Medical Rehabilitation Consultants | CONSULTING | $11,193 | not reported in the loaded dataset | 2023 |
| Health Risk Strategies, LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Cuna Mutual | NONE | $7,280 | not reported in the loaded dataset | 2023 |
| Vezahealth, LLC | CONSULTING | $6,357 | not reported in the loaded dataset | 2023 |
| Take Control, Inc. | NONE | $6,332 | not reported in the loaded dataset | 2023 |
| Montana State Auditor | NONE | $5,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montana Credit Union League
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Helena, MT
- League Service Group — Schedule C compensation
- Ebms — Schedule C compensation
- Leavitt Group — Schedule C compensation
- Smith Rx — Schedule C compensation
- Fiduciary Risk Management — Schedule C compensation
- Health Joy — Schedule C compensation
- First Choice Health — Schedule C compensation
- Metlife — Schedule C compensation
- Douglas Wilson And Company P.C. — Schedule C compensation
- Medical Rehabilitation Consultants — Schedule C compensation
- Health Risk Strategies, LLC — Schedule C compensation
- Cuna Mutual — Schedule C compensation
- Vezahealth, LLC — Schedule C compensation
- Take Control, Inc. — Schedule C compensation
- Montana State Auditor — Schedule C compensation