# Health Professions Of Montana Plan & Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/health-professions-of-montana-plan-trust-452078503-550

> Health Professions Of Montana Plan & Trust's Health & Welfare plan: 1,325 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Health Professions Of Montana Plan & Trust

- **Sponsor EIN:** 452078503

- **Sponsor Address:** PO BOX 9406, MISSOULA, MT, 59807

- **Plan Type:** Health & Welfare

- **Plan Number:** 550

- **Total Participants:** 1,325

- **Total Assets:** $6.3M

## 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.|

| 2025|1,325|$6.3M|$0|$0|

| 2024|1,297|$5.8M|$15.4M|$0|

| 2023|1,344|$5.4M|$14.4M|$0|

| 2022|1,206|$7.0M|$13.2M|$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|

| BLUE CROSS BLUE SHIELD OF MONTANA|Recordkeeper|$644,858|—|$644,858|

| HPMPT SPONSOR ORG INC.|Other Service Provider|$403,713|—|$403,713|

| LEIF ASSOCIATES, INC|Actuary|$179,818|—|$179,818|

| ALLIANT INSURANCE SERVICES INC|Other Service Provider|$64,792|—|$64,792|

| LARSEN LAW, PLLC|ERISA Attorney|$61,024|—|$61,024|

| EIDE BAILLY LLP|Auditor|$33,023|—|$33,023|

| J. BRUCE ROBERTSON|Other Service Provider|$9,000|—|$9,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,396,228

- **Estimated Expense Ratio:** 22.169% 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|

| 2025|$16,129,408|$12,749|$1,062,500|$126,334|—|

| 2024|$1,489,076|$11,846|$1,186,042|$31,928|—|

| 2023|$1,240,778|$10,899|$881,630|$27,650|—|

| 2022|$1,229,422|$11,072|$881,014|—|$337,336|

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