Associated Employers Group Benefit Plan And Trust — Form 5500 plan (Associated Employers Of Montana)
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, Associated Employers Group Benefit Plan And Trust is a benefit plan reported by Associated Employers Of Montana under EIN 81-0424947 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,482 participants and $46,821,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Employers Of Montana
- EIN
- 81-0424947
- Plan number
- 501
- Plan type
- 3
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 7,482
- End-of-year plan assets
- $46,821,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,482 | H, C | 20250226120127NAL0000565059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,821,599
- Total liabilities (EOY)
- $12,014,175
- Net assets (EOY)
- $34,807,424
- Net assets (BOY)
- $27,233,595
Income & contributions
- Employer contributions
- $71,729,099
- Total contributions
- $71,729,099
- Total income / additions
- $76,319,911
Expenses & distributions
- Benefits paid
- $60,152,444
- Administrative expenses
- $8,593,638
- Total expenses
- $68,746,082
- Net increase / (decrease)
- $7,573,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Benefit Mgmt Services | CLAIMS ADMINISTRATOR | $3,533,480 | $0 | 2023 |
| Associated Management Services Inc | AFFILIATE COMMON CONTROL | $2,278,864 | not reported in the loaded dataset | 2023 |
| Hub International | INSURANCE BROKER | $469,596 | not reported in the loaded dataset | 2023 |
| Leavitt Great West Insurance | INSURANCE BROKER | $434,795 | not reported in the loaded dataset | 2023 |
| First Choice Health | PPO | $341,730 | not reported in the loaded dataset | 2023 |
| Rocky Mountain Insurance Group | INSURANCE BROKER | $256,043 | not reported in the loaded dataset | 2023 |
| Aetna Signature Administrators | PPO | $181,394 | not reported in the loaded dataset | 2023 |
| Actuarial Strategies & Tactics Inc | ACTUARIAL | $172,523 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan | INSURANCE BROKER | $157,670 | not reported in the loaded dataset | 2023 |
| Lewistown Insurance Agency, Inc. | INSURANCE BROKER | $71,643 | not reported in the loaded dataset | 2023 |
| Granite Peak Analytics, LLC | RX CONSULTANT | $55,849 | not reported in the loaded dataset | 2023 |
| H&H Insurance LLC | INSURANCE BROKER | $52,001 | not reported in the loaded dataset | 2023 |
| Devries Insurance | INSURANCE BROKER | $46,076 | not reported in the loaded dataset | 2023 |
| Bsa Employee Benefits Inc. | INSURANCE BROKER | $39,724 | not reported in the loaded dataset | 2023 |
| Allen & Associates Insurance Inc. | INSURANCE BROKER | $39,377 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | AUDIT | $29,450 | not reported in the loaded dataset | 2023 |
| Seitz Insurance Agency | INSURANCE BROKER | $20,936 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | INSURANCE BROKER | $14,657 | not reported in the loaded dataset | 2023 |
| Virtus LLC | INSURANCE BROKER | $10,365 | not reported in the loaded dataset | 2023 |
| Nsquared Consulting | INSURANCE BROKER | $9,540 | not reported in the loaded dataset | 2023 |
| Big Sky Benefit Solutions | INSURANCE BROKER | $7,536 | not reported in the loaded dataset | 2023 |
| Innovative Benefit Plans LLC | INSURANCE BROKER | $6,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Employers Of Montana
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Billings, MT
- Employee Benefit Mgmt Services — Schedule C compensation
- Associated Management Services Inc — Schedule C compensation
- Hub International — Schedule C compensation
- Leavitt Great West Insurance — Schedule C compensation
- First Choice Health — Schedule C compensation
- Rocky Mountain Insurance Group — Schedule C compensation
- Aetna Signature Administrators — Schedule C compensation
- Actuarial Strategies & Tactics Inc — Schedule C compensation
- Marsh & Mclennan — Schedule C compensation
- Lewistown Insurance Agency, Inc. — Schedule C compensation
- Granite Peak Analytics, LLC — Schedule C compensation
- H&H Insurance LLC — Schedule C compensation
- Devries Insurance — Schedule C compensation
- Bsa Employee Benefits Inc. — Schedule C compensation
- Allen & Associates Insurance Inc. — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Seitz Insurance Agency — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- Virtus LLC — Schedule C compensation
- Nsquared Consulting — Schedule C compensation
- Big Sky Benefit Solutions — Schedule C compensation
- Innovative Benefit Plans LLC — Schedule C compensation