# Board Of Trustees Of The Montana Contractors Assn Health Care Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-montana-contractors-assn-health-care-trust-810449239-501

> Board Of Trustees Of The Montana Contractors Assn Health Care Trust's Health & Welfare plan: 1,982 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Montana Contractors Assn Health Care Trust

- **Sponsor EIN:** 810449239

- **Sponsor Address:** P. O. BOX 30177, BILLINGS, MT, 59107

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,982

- **Total Assets:** $42.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,982|$42.4M|$35.2M|$0|

| 2023|2,132|$42.6M|$35.5M|$0|

| 2022|2,188|$41.3M|$36.6M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Other Service Provider|$1,009,233|—|$1,009,233|

| MCA TRUSTS ADMINISTRATIVE OFFICE|Other Service Provider|$623,795|—|$623,795|

| BUCKLEY MAXWELL DIXON DOLEZAL PC|Other Service Provider|$428,800|—|$428,800|

| NAVITUS HEALTH SOLUTIONS, LLC|Other Service Provider|$212,417|—|$212,417|

| EIDE BAILLY LLP|Auditor|$112,453|—|$112,453|

| PRINCIPAL TRUST COMPANY|Recordkeeper|$97,487|—|$97,487|

| THE SEGAL COMPANY, INC.|Recordkeeper|$77,520|—|$77,520|

| ECONO PRINT, INC.|Other Service Provider|$19,670|—|$19,670|

| WELLS FARGO BANK N.A.|Other Service Provider|$17,347|—|$17,347|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — Recordkeeper

- [THE SEGAL COMPANY, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,598,722

- **Estimated Expense Ratio:** 6.124% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,315,444|$114,834|$1,221,650|$20,100|—|

| 2023|$3,871,801|$98,406|$1,226,678|$18,700|—|

| 2022|$2,630,672|$83,749|$1,281,589|—|$703,977|

## Similar Plans

- [Health Professions Of Montana Plan & Trust](https://planprovider.pro/companies/health-professions-of-montana-plan-trust-452078503-550) — 1,325 participants

- [Montana Auto Dealers Association](https://planprovider.pro/companies/montana-auto-dealers-association-810170300-502) — 566 participants

- [Montana Credit Union League](https://planprovider.pro/companies/montana-credit-union-league-376420195-501) — 272 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-montana-contractors-assn-health-care-trust-810449239-501)

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