Totals
- Total revenue
- $51,572,711
- Total expenses
- $51,636,037
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $51,223,017
- Investment income
- $349,694
- Other revenue
- $0
- Total assets, end of year
- $9,312,429
- Total liabilities, end of year
- $9,178,597
- Net assets or fund balances, end of year
- $133,832
- 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: Contributions
total $48,516,265 · related or exempt $48,516,265
-
2b · Program service revenue: Stop-loss Insurance Reimbursement
total $2,706,752 · related or exempt $2,706,752
-
3 · Investment income
total $221,097 · unrelated business $221,097
-
7a · Gross sales of assets other than inventory
securities $5,503,463
-
7b · Less cost or other basis and sales expenses
securities $5,374,866
-
7c · Gain or loss
securities $128,597
-
7d · Net gain or loss
total $128,597 · unrelated business $128,597
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $46,399,098
-
5 · Compensation of officers, directors and key employees
total $211,075
-
7 · Other salaries and wages
total $180,637
-
8 · Pension plan contributions
total $12,644
-
9 · Other employee benefits
total $24,514
-
10 · Payroll taxes
total $27,697
-
11a · Fees: management
total $1,412,688
-
11c · Fees: accounting
total $37,750
-
11f · Fees: investment management
total $57,777
-
11g · Fees: other
total $927,582
-
12 · Advertising and promotion
total $36,442
-
13 · Office expenses
total $21,773
-
17 · Travel
total $71,396
-
19 · Conferences, conventions and meetings
total $4,929
-
22 · Depreciation, depletion and amortization
total $29,655
-
23 · Insurance
total $54,155
-
24a · Other expenses: Premiums Paid
total $1,751,630
-
24b · Other expenses: SelectCare Savings
total $203,126
-
24c · Other expenses: Wellness Plan
total $170,246
-
24d · Other expenses: Bad Debt/Uncollectable
total $458
-
24e · All other expenses
total $765
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $574,777 · end of year $1,607,535
-
4 · Accounts receivable
beginning of year $781,548 · end of year $1,423,736
-
10a · Land, buildings and equipment: cost or other basis
$169,269
-
10b · Land, buildings and equipment: accumulated depreciation
$111,141
-
10c · Land, buildings and equipment, net
beginning of year $87,783 · end of year $58,128
-
11 · Investments: publicly traded securities
beginning of year $6,505,849 · end of year $6,223,030
-
17 · Accounts payable and accrued expenses
beginning of year $84,073 · end of year $139,947
-
19 · Deferred revenue
beginning of year $487,570 · end of year $547,373
-
25 · Other liabilities
beginning of year $7,381,384 · end of year $8,491,277
-
27 · Net assets without donor restrictions
beginning of year -$3,070 · end of year $133,832
Mission and programs · 2024
Mission
None.
Activities or mission (Part I)
To provide employees of Montana and Wyoming public service agencies with cost-effective group health benefit plans, and to provide wellness education and quality benefit programs which are designed to meet the needs of our members.
-
The plans within the trust provide health benefits (medical, hospital, surgical, major medical and dental) for all eligible employees of the employers with 20 to 40 hours of service per week, their families and their dependents as defined by agreement with the trust. Eligible employers are any government subdivisions of the various states who voluntarily apply to become a party to the Trust.
As filed on the 2024 return.
Listed in Part VII
-
Stephanie Verhasselt
Chair
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Richard Dunbar
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Kody Farkell
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Elliott Crump
Trustee until Sept
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jeff Bermes
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jodi Pedersen
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
John Fitzgerald
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mark Wandle
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Shane Heigis
Executive Director
- Total calculated
- $208,250
- From this org
- $174,891
- From related orgs
- $0
- Other
- $33,359
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,891
- Bonus
- $9,000
- Other
- $0
- Deferred
- $12,127
- Nontaxable benefits
- $21,231
- Filer's total
- $208,249
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
-
Absarokee School District #52
-
Bainville School District
-
Bear Paw Cooperative
-
Belgrade School District
-
Big Country Co-Op
-
Box Elder School District
-
Broadus Public Schools
-
Brockton School District
-
Carter County
-
Chester Joplin Inverness
-
City Of Hardin
-
City Of Laurel
-
CMLRCC
-
Colstrip Park & Recreation Dis
-
Colstrip School District
-
Columbus School District
-
Corvallis School District
-
Daniels County
-
Dodson School District
-
Ekalaka School District 15
-
Fairfield Public Schools
-
Florence Carlton School District
-
Frenchtown School District
-
Froid School District
-
Greenfield School District
-
Hellgate Elementary
-
Hot Springs School District
-
Huntley Project Irrigation
-
Huntley Project Schools
-
JPT Administration Health Plan
-
Lame Deer School District
-
Laurel Public Schools
-
Lavina School District 2
-
Lewistown Public Schools
-
Lincoln County
-
Lockwood School District
-
Medicine Lake School District
-
Noxon Public Schools
-
Phillips County
-
Plentywood School District 20
-
Plevna School District 55
-
Polson School District
-
Pondera County
-
Powell County
-
Power School District
-
Red Lodge School District
-
Roberts School District #5
-
Roosevelt County
-
Roundup Public Schools
-
Shelby Public School Dist #14
-
Sidney Public Schools
-
Sun River Valley School District
-
Vaughn Elementary
-
Washakie County
-
Westby School District 3
-
Wibaux Public School
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611339349307806
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