Laborers Agc Pension Trust Of Montana — Form 5500 plan (Laborers Agc Pension Trust Of Montana Board Of Trustees)
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, Laborers Agc Pension Trust Of Montana is a benefit plan reported by Laborers Agc Pension Trust Of Montana Board Of Trustees under EIN 91-6068929 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,768 participants and $135,619,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laborers Agc Pension Trust Of Montana Board Of Trustees
- EIN
- 91-6068929
- Plan number
- 001
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 3,768
- End-of-year plan assets
- $135,619,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,768 | H, C | 20250113191640NAL0018661537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,619,133
- Total liabilities (EOY)
- $156,801
- Net assets (EOY)
- $135,462,332
- Net assets (BOY)
- $125,451,451
Income & contributions
- Employer contributions
- $4,834,951
- Total contributions
- $4,834,951
- Total income / additions
- $22,439,060
Expenses & distributions
- Benefits paid
- $11,499,716
- Administrative expenses
- $928,463
- Total expenses
- $12,428,179
- Net increase / (decrease)
- $10,010,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $196,016 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company, Lp | NONE | $176,080 | $0 | 2023 |
| The London Company | NONE | $112,731 | $0 | 2023 |
| Verus Investments | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $96,151 | not reported in the loaded dataset | 2023 |
| First Interstate Wealth Management | NONE | $45,644 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $38,763 | $0 | 2023 |
| Cullen Capital Management, LLC | NONE | $26,892 | $0 | 2023 |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $21,660 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $15,240 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $9,530 | $0 | 2023 |
| Richard Morrison | TRUSTEE | $7,517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laborers Agc Pension Trust Of Montana Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Zenith American Solutions, Inc. — Schedule C compensation
- Loomis Sayles & Company, Lp — Schedule C compensation
- The London Company — Schedule C compensation
- Verus Investments — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- First Interstate Wealth Management — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Cullen Capital Management, LLC — Schedule C compensation
- Turner, Stoeve & Gagliardi, P.S. — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Richard Morrison — Schedule C compensation