Health Professions Of Montana Plan & Trust — Form 5500 plan (Health Professions Of Montana Plan & Trust)
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, Health Professions Of Montana Plan & Trust is a benefit plan reported by Health Professions Of Montana Plan & Trust under EIN 45-2078503 and plan number 550. The latest loaded filing year is 2023. The filing reports 1,275 participants and $5,436,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Professions Of Montana Plan & Trust
- EIN
- 45-2078503
- Plan number
- 550
- Plan type
- 3
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 1,275
- End-of-year plan assets
- $5,436,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,275 | H, C | 20241015110100NAL0057119154004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,436,940
- Total liabilities (EOY)
- $1,442,097
- Net assets (EOY)
- $3,994,843
- Net assets (BOY)
- $5,699,864
Income & contributions
- Employer contributions
- $14,437,994
- Total contributions
- $14,437,994
- Total income / additions
- $14,821,103
Expenses & distributions
- Benefits paid
- $15,285,346
- Administrative expenses
- $1,240,778
- Total expenses
- $16,526,124
- Net increase / (decrease)
- -$1,705,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Montana | PLAN ADMINISTRATORS | $375,892 | not reported in the loaded dataset | 2023 |
| Hpmpt Sponsor Org Inc. | PLAN SPONSOR | $352,440 | not reported in the loaded dataset | 2023 |
| Leif Associates, Inc | ACTUARY AND UNDERWRITING | $150,551 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc | CONSULTANT | $73,542 | not reported in the loaded dataset | 2023 |
| Larsen Law, Pllc | ATTORNEY | $30,921 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | AUDITORS | $27,650 | not reported in the loaded dataset | 2023 |
| Crowley Fleck Pllp | ATTORNEY | $25,043 | not reported in the loaded dataset | 2023 |
| J. Bruce Robertson | INDEPENDENT FIDUCIARY | $24,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $10,899 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Professions Of Montana Plan & Trust
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Missoula, MT
- Blue Cross Blue Shield Of Montana — Schedule C compensation
- Hpmpt Sponsor Org Inc. — Schedule C compensation
- Leif Associates, Inc — Schedule C compensation
- Alliant Insurance Services Inc — Schedule C compensation
- Larsen Law, Pllc — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Crowley Fleck Pllp — Schedule C compensation
- J. Bruce Robertson — Schedule C compensation
- Us Bank — Schedule C compensation