Morrison-Maierle Group Benefits Plan — Form 5500 plan (Morrison-Maierle, Inc.)
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, Morrison-Maierle Group Benefits Plan is a benefit plan reported by Morrison-Maierle, Inc. under EIN 81-0217149 and plan number 501. The latest loaded filing year is 2023. The filing reports 272 participants and $2,230,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrison-Maierle, Inc.
- EIN
- 81-0217149
- Plan number
- 501
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $2,230,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241011162320NAL0039469376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,230,705
- Total liabilities (EOY)
- $408,123
- Net assets (EOY)
- $1,822,582
- Net assets (BOY)
- $1,973,683
Income & contributions
- Employer contributions
- $3,466,816
- Participant contributions
- $1,293,503
- Total contributions
- $4,760,319
- Total income / additions
- $4,827,401
Expenses & distributions
- Benefits paid
- $3,556,519
- Administrative expenses
- $1,421,983
- Total expenses
- $4,978,502
- Net increase / (decrease)
- -$151,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Montana | NONE | $1,091,490 | not reported in the loaded dataset | 2023 |
| It Starts With Me Health | NONE | $54,477 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $38,615 | not reported in the loaded dataset | 2023 |
| Turner Consulting | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Kcoe Isom | NONE | $17,400 | not reported in the loaded dataset | 2023 |
| Optum Bank | NONE | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morrison-Maierle, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Helena, MT
- Bluecross Blueshield Of Montana — Schedule C compensation
- It Starts With Me Health — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Turner Consulting — Schedule C compensation
- Kcoe Isom — Schedule C compensation
- Optum Bank — Schedule C compensation