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Nonprofiteer
← HEALTH PROFESSIONS OF MONTANA PLAN & TRUST

Form 990 for tax year 2023

Filed by HEALTH PROFESSIONS OF MONTANA PLAN & TRUST.

Totals

Total revenue
$14,665,057
Total expenses
$16,315,415
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,437,994
Investment income
$227,063
Other revenue
$0
Total assets, end of year
$5,436,940
Total liabilities, end of year
$101,206
Net assets or fund balances, end of year
$5,335,734
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: EMPLOYER CONTRIBUTIONS

    total $14,437,994 · related or exempt $14,437,994

  • 3 · Investment income

    total $224,789 · unrelated business $224,789

  • 7a · Gross sales of assets other than inventory

    securities $2,274

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

    securities $0

  • 7c · Gain or loss

    securities $2,274

  • 7d · Net gain or loss

    total $2,274 · unrelated business $2,274

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $14,163,415

  • 5 · Compensation of officers, directors and key employees

    total $24,000

  • 11a · Fees: management

    total $375,867

  • 11b · Fees: legal

    total $55,044

  • 11c · Fees: accounting

    total $105,635

  • 11f · Fees: investment management

    total $10,899

  • 11g · Fees: other

    total $487,177

  • 19 · Conferences, conventions and meetings

    total $2,522

  • 23 · Insurance

    total $10,634

  • 24a · Other expenses: Stop Loss Premiums

    total $911,222

  • 24b · Other expenses: Federal Tax Expense

    total $169,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,439,473 · end of year $1,094,775

  • 4 · Accounts receivable

    beginning of year $295,195 · end of year $297,688

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,677 · end of year $3,679

  • 11 · Investments: publicly traded securities

    beginning of year $2,150,676 · end of year $4,002,958

  • 15 · Other assets

    beginning of year $100,788 · end of year $37,840

  • 17 · Accounts payable and accrued expenses

    beginning of year $102,172 · end of year $95,503

  • 25 · Other liabilities

    beginning of year $57,591 · end of year $5,703

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $6,830,046 · end of year $5,335,734

Mission and programs · 2023

Mission

To be the primary choice for health benefits for health professions in Montana.

  • This multiple employer welfare agreement was able to pay out $14,163,415 in health and welfare benefits to participants and beneficiaries this year. The Plan provides health benefits (medical, dental, vision and prescription) by self-funding which is re-insured with individual and aggregate stop-loss insurance coverage. The Plan provides continuation of coverage for health benefits for eligible groups as required under the Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA).

As filed on the 2023 return.

Listed in Part VII

  • J Bruce Robertson MD

    Chairman

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Timothy J McInnis MD

    Trustee

    Total calculated
    $5,500
    From this org
    $0
    From related orgs
    $5,500
    Other
    $0
    Hours/week
    2 + 5 related

  • Orville Mann MD

    Trustee

    Total calculated
    $2,250
    From this org
    $0
    From related orgs
    $2,250
    Other
    $0
    Hours/week
    2 + 2 related

  • John Bisges MD

    Trustee

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    2 + 2 related

  • John O'Connor

    Trustee

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    2 + 2 related

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Glacier Ear Nose & Throat

  • Healthy Smiles Dental Group

  • Montana Skin Cancer and Dermatology Center PC

  • Aimee Ameline DDS PC

  • Alpenglow Dental

  • Alpine Oral & Facial Surgery

  • Alpine Women's Center PC

  • Anesthesia Partners of Montana

  • Ascension Physical Therapy

  • Ash Dental Management

  • Axis Physical Therapy

  • Bartoletti Dental

  • Benton Pharmacy

  • Billings Anesthesiology PC

  • Billings OBGYN Associates PC

  • Billings Plastic Surgery

  • Booth Dental PC

  • Bridge Creek Dental

  • Bridger Orthopedics

  • Bullhook Community Health Center

  • Cardiovascular Consultants of Montana

  • Christopher L Paris MD PC

  • Claeys Family Dentistry

  • Clark Fork Emergency Physicians PLLC

  • Creger Family Eye Care PC

  • Dr Kevin McPherson DDS

  • Eastern Radiological Associates

  • Eyes on Main

  • Flathead Urology PLLC

  • Gallatin Plastic Surgery

  • Gallatin Valley Anesthesia Associates PC

  • Gary Harvey MD PC

  • Glacier Eye

  • Great Falls Surgical Associates

  • Helena Lab Physicians dba Mountain West Pathology

  • Helena Orthodontics

  • Helena Pediatric Clinic PC

  • Heuiser Physical Therapy

  • Intercity Radiology PC

  • JKW & JIRA Inc dba Pharmacy1

  • Kalispell Obstetrics & Gynecology PLLC

  • Kevin A Miltko DDS

  • Lewis & Clark Emergency Physicians PC

  • Medical Eye Specialists

  • Mint Dental LLC

  • Missoula Pediatric Associates PC

  • Newton B Coutinho MD PLLC

  • Northwest Imaging

  • Ophthalmic Associates of Billings LLC

  • Partners in Pediatrics PC

  • Pediatric Dentistry PC

  • Precision Eye Care and Optical

  • Providence Surgery Center LLC

  • Psychiatry Associates PC

  • Pure Health DPC LLC

  • Rehability PC

  • Ridgway Plastic Surgery

  • Rocky Mountain Dental

  • Sapphire Dental

  • Scott C Wyman MD PC

  • Shiloh Medical Clinic

  • Sidney Eye Care

  • Stephen J Spencer DDS PLLC

  • Stokke Family Dentistry

  • Surgical Associates of Billings

  • The Children's Clinic of Billings PC

  • Village Doc PLLC

  • Yellowstone Pathology Institute Inc

  • Deep Roots Couseling Inc

  • Dr Joe Byington PLLC - Neighborhood Dental

  • Eye Physicians & Surgeons

  • Five Valleys Urology PLLC

  • Gallatin Valley Vision

  • Health Care Providers Inc

  • Helena Vision Center

  • Marc F Comaratta MD PC - Montana Retina Consultants

  • MedNorth Urgent Care Clinic LLC

  • Montana Eyecare

  • Mountain West Plastic Surgery & Medical Spa

  • Performance Injury Care and Sports Medicine Inc

  • Pharm406

  • Public Drug Co

  • Rimrock Podiatry

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202443059349303054

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