Plan Snapshot
- Plan Sponsor: Idaho Agc Self-Funded Benefit Trust
- Sponsor EIN: 300496315
- Sponsor Address: 1649 WEST SHORELINE DR, STE 100, BOISE, ID, 83702
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 2,716
- Total Assets: $12.9M
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 | 2,716 | $12.9M | $27.1M | $0 |
| 2023 | 2,510 | $10.8M | $22.1M | $0 |
| 2022 | 1,679 | $9.7M | $16.0M | $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 OF IDAHO | Other Service Provider | $2,810,302 | — | $2,810,302 |
| IDAHO BRANCH INC, THE AGC | Other Service Provider | $546,385 | — | $546,385 |
| ALLIANT INSURANCE SERVICES | Other Service Provider | $262,099 | — | $262,099 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $219,458 | — | $219,458 |
| FRED A. MORETON & COMPANY | Other Service Provider | $153,022 | — | $153,022 |
| HUB INTERNATIONAL MOUNTAIN STATES | Other Service Provider | $126,987 | — | $126,987 |
| GALLAGHER BENEFIT SERVICES INC | Investment Advisor | $88,124 | — | $88,124 |
| DELTA DENTAL | Other Service Provider | $86,931 | — | $86,931 |
| CRYSTAL SUMMIT INSURANCE SERVICES | Other Service Provider | $71,622 | — | $71,622 |
| PARKER INSURANCE GROUP | Other Service Provider | $47,362 | — | $47,362 |
| HIGGINS & RUTLEDGE INSURANCE INC. | Other Service Provider | $45,719 | — | $45,719 |
| THE SHANDRO GROUP INC. | Other Service Provider | $43,122 | — | $43,122 |
| MILLIMAN, INC | Recordkeeper | $40,022 | — | $40,022 |
| DIGITAL INSURANCE | Other Service Provider | $39,594 | — | $39,594 |
| MARSH USA, INC. | Investment Advisor | $37,578 | — | $37,578 |
| FREDRIKSEN BROWN INSURANCE LLC | Other Service Provider | $31,175 | — | $31,175 |
| LARSEN LAW, PLLC | Other Service Provider | $29,707 | — | $29,707 |
| THE BUCKNER COMPANY OF IDAHO, LLC | Other Service Provider | $29,535 | — | $29,535 |
| ADVANCED BENEFITS INC. | Other Service Provider | $27,542 | — | $27,542 |
| THE HARTWELL CORP | Other Service Provider | $21,682 | — | $21,682 |
| HSBC INSURANCE LLC | Other Service Provider | $20,142 | — | $20,142 |
| VISION SERVICE PLAN | Other Service Provider | $19,800 | — | $19,800 |
| THE MURRAY GROUP | Other Service Provider | $15,678 | — | $15,678 |
| KASH BROWNE & COMPANY LLC | Other Service Provider | $15,504 | — | $15,504 |
| POST INSURANCE SERVICES INC | Other Service Provider | $15,072 | — | $15,072 |
| HARRIS CPAS, P.C. | Auditor | $13,700 | — | $13,700 |
| KEENLY | Other Service Provider | $13,620 | — | $13,620 |
| THE PARTNERS GROUP LTD | Other Service Provider | $12,002 | — | $12,002 |
| ERIC FILLMORE, LLC | Other Service Provider | $11,308 | — | $11,308 |
| ASSOCIATED INSURANCE SERVICES | Other Service Provider | $8,204 | — | $8,204 |
| JENSCO, INC | Other Service Provider | $7,456 | — | $7,456 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC — Investment Advisor
- MILLIMAN, INC — Recordkeeper
- MARSH USA, INC. — Investment Advisor
- HARRIS CPAS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,910,454
- Estimated Expense Ratio: 38.076% 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 | $5,026,287 | $18,453 | $3,458,576 | $13,700 | — |
| 2023 | $4,176,250 | $16,813 | $2,942,241 | $13,000 | — |
| 2022 | $3,403,112 | $16,482 | $2,549,041 | — | $48,203 |