# Idaho Agc Self-Funded Benefit Trust 401(k) Plan
Source: https://planprovider.pro/companies/idaho-agc-self-funded-benefit-trust-300496315-502

> Idaho Agc Self-Funded Benefit Trust's 401(k) plan: 2,716 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 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](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

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

- [MARSH USA, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [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:** $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|

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