Plan5500

Health Benefit Plan For The Employees Of Allegiance Benefit Plan Management Inc — Form 5500 plan (Allegiance Benefit Plan Management, 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, Health Benefit Plan For The Employees Of Allegiance Benefit Plan Management Inc is a benefit plan reported by Allegiance Benefit Plan Management, Inc. under EIN 81-0400550 and plan number 501. The latest loaded filing year is 2023. The filing reports 755 participants and $423,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allegiance Benefit Plan Management, Inc.
EIN
81-0400550
Plan number
501
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
755
End-of-year plan assets
$423,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023755H, C20250604214426NAL0008101651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$423,211
Total liabilities (EOY)
$422,023
Net assets (EOY)
$1,188
Net assets (BOY)
$1,461

Income & contributions

Employer contributions
$6,382,498
Participant contributions
$553,662
Total contributions
$6,936,160
Total income / additions
$6,936,160

Expenses & distributions

Benefits paid
$6,936,433
Administrative expenses
$0
Total expenses
$6,936,433
Net increase / (decrease)
-$273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allegiance Care Management, Inc.AFFILIATED$24,151not reported in the loaded dataset2023
Allegiance Benefit Plan ManagementAFFILIATED$13,356not reported in the loaded dataset2023

Related Form 5500 pages