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Nonprofiteer
← IDAHO AGC SELF-FUNDED BENEFIT TR

Form 990 for tax year 2024

Filed by IDAHO AGC SELF-FUNDED BENEFIT TR.

Totals

Total revenue
$27,521,025
Total expenses
$26,151,092
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$27,130,815
Investment income
$390,210
Other revenue
$0
Total assets, end of year
$12,896,501
Total liabilities, end of year
$4,895,455
Net assets or fund balances, end of year
$8,001,046
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PLAN INCOME

    total $27,130,815 · related or exempt $27,130,815

  • 3 · Investment income

    total $316,360 · excluded $316,360

  • 7a · Gross sales of assets other than inventory

    securities $525,436

  • 7b · Less cost or other basis and sales expenses

    securities $451,586

  • 7c · Gain or loss

    securities $73,850

  • 7d · Net gain or loss

    total $73,850 · excluded $73,850

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $21,117,275

  • 11a · Fees: management

    total $3,685,893

  • 11b · Fees: legal

    total $29,707

  • 11c · Fees: accounting

    total $13,700

  • 11f · Fees: investment management

    total $211,968

  • 11g · Fees: other

    total $969,250

  • 12 · Advertising and promotion

    total $4,842

  • 13 · Office expenses

    total $6,106

  • 17 · Travel

    total $538

  • 23 · Insurance

    total $28,054

  • 24a · Other expenses: PREMIUM TAX

    total $83,759

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,439,939 · end of year $4,538,769

  • 2 · Savings and temporary cash investments

    beginning of year $320,773 · end of year $233,025

  • 4 · Accounts receivable

    beginning of year $1,144,456 · end of year $2,809,583

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,760 · end of year $10,000

  • 11 · Investments: publicly traded securities

    beginning of year $4,914,501 · end of year $5,305,124

  • 17 · Accounts payable and accrued expenses

    beginning of year $737,016 · end of year $904,849

  • 19 · Deferred revenue

    beginning of year $982,136 · end of year $907,305

  • 25 · Other liabilities

    beginning of year $2,547,258 · end of year $3,083,301

  • 27 · Net assets without donor restrictions

    beginning of year $6,560,019 · end of year $8,001,046

Mission and programs · 2024

Mission

TO RECEIVE CONTRIBUTIONS AND HOLD, MANAGE, INVEST, AND REINVEST, TRUST PROPERTY AND ALL INCOME FROM SUCH PROPERTY AS REQUIRED BY THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT OF 1974.

  • WORKING THROUGH THE AGC BENEFIT TRUST TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING MEMBER FIRMS OF THE IDAHO AGC.

As filed on the 2024 return.

Listed in Part VII

  • Adam Warr

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Strickland

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Heidi Lockner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jill Bell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kori Bonney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Waylin Lewis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wayne Hammon

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
3 June 2025
IRS schema version
2024v5.1
Source object
202541609349300909

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