# Montana Credit Union League Health & Welfare Plan
Source: https://planprovider.pro/companies/montana-credit-union-league-376420195-501

> Montana Credit Union League's Health & Welfare plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montana Credit Union League

- **Sponsor EIN:** 376420195

- **Sponsor Address:** 101 NORTH RODNEY ST, HELENA, MT, 59601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 272

- **Total Assets:** $4.9M

## 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|272|$4.9M|$0|$4.0M|

| 2023|371|$4.5M|$0|$5.2M|

| 2022|384|$4.3M|$0|$5.6M|

## 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|

| LEAGUE SERVICE GROUP|Custodian / Trustee|$232,519|—|$232,519|

| LEAVITT GROUP|Other Service Provider|$60,000|—|$60,000|

| SMITH RX|Other Service Provider|$48,958|—|$48,958|

| EBMS|Recordkeeper|$47,489|—|$47,489|

| FIDUCIARY RISK MANAGEMENT|Other Service Provider|$34,994|—|$34,994|

| HEALTH JOY|Other Service Provider|$32,750|—|$32,750|

| FIRST CHOICE HEALTH|Other Service Provider|$19,686|—|$19,686|

| RELIANCE STANDARD|Other Service Provider|$14,271|—|$14,271|

| DOUGLAS WILSON AND COMPANY P.C.|Other Service Provider|$12,380|—|$12,380|

| TAKE CONTROL, INC.|Other Service Provider|$11,881|—|$11,881|

| MEDICAL REHABILITATION CONSULTANTS|Other Service Provider|$8,604|—|$8,604|

| CPI QUALIFIED PLAN CONSULTANTS, INC|Recordkeeper|$7,280|—|$7,280|

| HEALTH RISK STRATEGIES, LLC|Other Service Provider|$6,000|—|$6,000|

### Verified Provider Profiles

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

- [EBMS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $536,812

- **Estimated Expense Ratio:** 10.866% 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|$557,176|$43,445|$388,089|$8,800|—|

| 2023|$690,677|$47,295|$503,033|$8,500|—|

| 2022|$679,696|$43,785|$515,303|—|$120,608|

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