# Idaho Agc Benefit Plan Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/idaho-agc-benefit-plan-trust-820447719-504

> Idaho Agc Benefit Plan Trust's Health & Welfare plan: 2,976 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Idaho Agc Benefit Plan Trust

- **Sponsor EIN:** 820447719

- **Sponsor Address:** 1649 WEST SHORELINE DR., SUITE 100, BOISE, ID, 83702

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 2,976

- **Total Assets:** $140,613

## 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|2,976|$140,613|$755,383|$0|

| 2023|2,750|$108,299|$298,309|$0|

| 2022|1,814|$127,283|$211,689|$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|

| IDAHO BRANCH INC, THE AGC|Recordkeeper|$18,928|—|$18,928|

| HARRIS CPAS, P.C.|Auditor|$13,701|—|$13,701|

| FRED A. MORETON & COMPANY|Other Service Provider|$8,561|—|$8,561|

| HUB INTERNATIONAL MOUNTAIN STATES|Other Service Provider|$6,571|—|$6,571|

### Verified Provider Profiles

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

- [HARRIS CPAS, P.C.](https://planprovider.pro/provider/harris-cpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,761

- **Estimated Expense Ratio:** 33.966% 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|$77,659|—|—|$13,701|—|

| 2023|$100,163|—|—|$13,000|—|

| 2022|$102,676|—|—|—|$11,200|

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