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Nonprofiteer
← BOARD OF TRUSTEES AGC TRUST OF MONTANA

Form 990 for tax year 2023

Filed by BOARD OF TRUSTEES AGC TRUST OF MONTANA.

Totals

Total revenue
$10,861,687
Total expenses
$10,032,505
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,110,503
Investment income
$732,012
Other revenue
$19,172
Total assets, end of year
$20,048,847
Total liabilities, end of year
$2,003,689
Net assets or fund balances, end of year
$18,045,158
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 $9,899,919 · related or exempt $9,899,919

  • 2b · Program service revenue: RETIREES CONTRIBUTIONS

    total $152,196 · related or exempt $152,196

  • 2c · Program service revenue: PARTICIPANTS CONTRIBUTION

    total $58,388 · related or exempt $58,388

  • 3 · Investment income

    total $751,942 · excluded $751,942

  • 7a · Gross sales of assets other than inventory

    securities $4,894,790

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

    securities $4,914,720

  • 7c · Gain or loss

    securities -$19,930

  • 7d · Net gain or loss

    total -$19,930 · excluded -$19,930

  • 11a · Other revenue: PENALTIES AND INTEREST

    total $19,172 · related or exempt $19,172

  • 11e · Other revenue, total

    $19,172

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $9,275,356

  • 11a · Fees: management

    total $551,857

  • 11b · Fees: legal

    total $45,695

  • 11c · Fees: accounting

    total $13,790

  • 11f · Fees: investment management

    total $59,717

  • 11g · Fees: other

    total $27,676

  • 13 · Office expenses

    total $33,846

  • 17 · Travel

    total $12,429

  • 23 · Insurance

    total $12,139

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $747,173 · end of year $2,033,222

  • 2 · Savings and temporary cash investments

    beginning of year $571,226 · end of year $687,438

  • 4 · Accounts receivable

    beginning of year $1,564,335 · end of year $961,995

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,047 · end of year $2,410

  • 11 · Investments: publicly traded securities

    beginning of year $15,325,439 · end of year $16,323,353

  • 15 · Other assets

    beginning of year $48,306 · end of year $40,429

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,187 · end of year $40,445

  • 25 · Other liabilities

    beginning of year $1,458,011 · end of year $1,963,244

  • 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 $16,800,328 · end of year $18,045,158

Mission and programs · 2023

Mission

PREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSURANCE, AND TIME LOSS BENEFITS.

  • TO PROVIDE QUALIFIED HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Richard J Morrison

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Nick Patch

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Cody Morritt

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Mickey Mulholland

    UNION TRUSTEE

    Total calculated
    $56,163
    From this org
    $0
    From related orgs
    $21,163
    Other
    $35,000
    Hours/week
    1 + 40 related

  • Adam Haight

    UNION TRUSTEE

    Total calculated
    $110,008
    From this org
    $0
    From related orgs
    $75,008
    Other
    $35,000
    Hours/week
    1 + 40 related

  • Tracy Thompson

    UNION TRUSTEE

    Total calculated
    $89,299
    From this org
    $0
    From related orgs
    $54,299
    Other
    $35,000
    Hours/week
    1 + 40 related

  • Kim Rickard

    UNION TRUSTEE (OUTGOING)

    Total calculated
    $67,773
    From this org
    $0
    From related orgs
    $32,773
    Other
    $35,000
    Hours/week
    1 + 40 related

  • Warren Smeltzer

    SECRETARY (OUTGOING)

    Total calculated
    $0
    Hours/week
    1 + 40 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.

  • ANACONDA HOUSING AUTHORITY

    CONTRIBUTING EMPLOYER

  • BERT MOONEY AIRPORT AUTHORITY

    CONTRIBUTING EMPLOYER

  • BUTTE PUBLIC HOUSING AUTHORITY

    CONTRIBUTING EMPLOYER

  • BUTTE-SILVER BOW

    CONTRIBUTING EMPLOYER

  • CONSTRUCTION AND GENERAL LABORER UNION 1271

    CONTRIBUTING EMPLOYER

  • NORTHERN CALIFORNIA LABORERS

    CONTRIBUTING EMPLOYER

  • FRATERNAL ORDER OF EAGLES

    CONTRIBUTING EMPLOYER

  • LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA

    501(C)(3) · MULTIEMPLOYER TRAINING TRUST · MT

  • LABORERS AGC PENSION TRUST OF MONTANA

    501(C)(5) · MULTIEMPLOYER PENSION TRUST · MT

  • LIUNA LOCAL 1686

    CONTRIBUTING EMPLOYER

  • MONTANA NURSES' ASSOCIATION

    CONTRIBUTING EMPLOYER

  • NORTHWEST REGIONAL ORGANIZING COALITION

    CONTRIBUTING EMPLOYER

  • NW LABORERS H & S FUND

    CONTRIBUTING EMPLOYER

  • NW LECET

    CONTRIBUTING EMPLOYER

  • OREGON LABORERS EMPLOYERS TR

    CONTRIBUTING EMPLOYER

  • SUN RIVER VALLEY SCHOOL DISTRICT

    CONTRIBUTING EMPLOYER

  • SOUTHWEST LABORERS HEALTH

    CONTRIBUTING EMPLOYER

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ABATEMENT CONTRACTORS OF MONTANA LLC

    CONTRIBUTING EMPLOYER

  • ALL AMERICAN UNDERGROUND

    CONTRIBUTING EMPLOYER

  • APPALACHIAN PIPELINE CONTRACTORS

    CONTRIBUTING EMPLOYER

  • ATLAS TRENCHLESS LLC

    CONTRIBUTING EMPLOYER

  • B&N CLEARING AND ENVIRONMENTAL LLC

    CONTRIBUTING EMPLOYER

  • BABCOCK & WILCOX CONST CO LLC

    CONTRIBUTING EMPLOYER

  • BAKER CONCRETE CONSTSTRUCTION

    CONTRIBUTING EMPLOYER

  • BAKER ELECTRIC

    CONTRIBUTING EMPLOYER

  • BLATTNER ENERGY LLC

    CONTRIBUTING EMPLOYER

  • CHARPS LLC

    CONTRIBUTING EMPLOYER

  • CONDON-JOHNSON & ASSOCIATES

    CONTRIBUTING EMPLOYER

  • CONSTRUCTION TURN AROUND

    CONTRIBUTING EMPLOYER

  • CONTINENTAL PIPELINE SERVICES

    CONTRIBUTING EMPLOYER

  • COP CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • DLB SERVICES LLC

    CONTRIBUTING EMPLOYER

  • ENCOMPASS PIPELINE LLC

    CONTRIBUTING EMPLOYER

  • ENVIRONMENTAL CONTRACTORS LLC

    CONTRIBUTING EMPLOYER

  • ESTECH LLC

    CONTRIBUTING EMPLOYER

  • H & H CONTRACTING LLC

    CONTRIBUTING EMPLOYER

  • HANGING H COMPANIES LLC

    CONTRIBUTING EMPLOYER

  • IDAHO ENVIRONMENTAL COALITION LLC

    CONTRIBUTING EMPLOYER

  • INFRASOURCE CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • JEFFERY CONTRACTING LLC

    CONTRIBUTING EMPLOYER

  • JH KELLY LLC

    CONTRIBUTING EMPLOYER

  • JT THORPE & SONS

    CONTRIBUTING EMPLOYER

  • KISSOCK CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • L & N CONCRETE PUMPING LLC

    CONTRIBUTING EMPLOYER

  • MILE HIGH EXCAVATING LLC

    CONTRIBUTING EMPLOYER

  • NADEAU CONCRETE LLC

    CONTRIBUTING EMPLOYER

  • NORTH COUNTRY DIRECTIONAL DRILLING

    CONTRIBUTING EMPLOYER

  • NPL GREAT LAKES

    CONTRIBUTING EMPLOYER

  • OLYMPUS PRECAST

    CONTRIBUTING EMPLOYER

  • PRECISION DEWATERING LLC

    CONTRIBUTING EMPLOYER

  • PRECISION PIPELINE LLC

    CONTRIBUTING EMPLOYER

  • PRECISION PRECAST ERECTORS LLC

    CONTRIBUTING EMPLOYER

  • PRECISION WEST LLC

    CONTRIBUTING EMPLOYER

  • PULLMAN POWER LLC

    CONTRIBUTING EMPLOYER

  • Q&D CONSTRUCTION LLC

    CONTRIBUTING EMPLOYER

  • WASLEY EXCAVATING LLC

    CONTRIBUTING EMPLOYER

  • WHITE RESOURCES LLC

    CONTRIBUTING EMPLOYER

Related corporations and trusts

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

  • ALPINE SIGNS INC

    CONTRIBUTING EMPLOYER

  • ANDERSON MASONRY INC

    CONTRIBUTING EMPLOYER

  • ASSOCIATED PIPELINE CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • AZCO INC

    CONTRIBUTING EMPLOYER

  • BECKMAN CONTRACTING INC

    CONTRIBUTING EMPLOYER

  • BROTHERS PIPELINE CORP

    CONTRIBUTING EMPLOYER

  • C & H CONSTRUCTION CORP

    CONTRIBUTING EMPLOYER

  • CASPER CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • CECCANTI INC

    CONTRIBUTING EMPLOYER

  • CHUCK JENNE MASONRY INC

    CONTRIBUTING EMPLOYER

  • CONTRACTORS RENTAL CORP

    CONTRIBUTING EMPLOYER

  • CORAL CONSTRUCTION CO INC

    CONTRIBUTING EMPLOYER

  • DICK OLSON CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • DR CONSTRUCTION & SONS INC

    CONTRIBUTING EMPLOYER

  • DRILL TECH DRILLING & SHORING INC

    CONTRIBUTING EMPLOYER

  • ED BOLAND CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • ENERFAB POWER & INDUSTRIAL INC

    CONTRIBUTING EMPLOYER

  • ENERGY WEST MONTANA INC

    CONTRIBUTING EMPLOYER

  • FAITH ENTERPRISES INC

    CONTRIBUTING EMPLOYER

  • GAGNON INC

    CONTRIBUTING EMPLOYER

  • GRANITE CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • GRAYCOR INDUSTRIAL CONST INC

    CONTRIBUTING EMPLOYER

  • GUY NIELSON COMPANY

    CONTRIBUTING EMPLOYER

  • HOFFMAN EXCAVATING INC

    CONTRIBUTING EMPLOYER

  • HOLLOW CONTRACTING INC

    CONTRIBUTING EMPLOYER

  • HOWARD CONCRETE PUMPING CO

    CONTRIBUTING EMPLOYER

  • HUMBER PAINTING INC

    CONTRIBUTING EMPLOYER

  • HUNTER BROTHERS CONST INC

    CONTRIBUTING EMPLOYER

  • INDUSTRIAL SERVICES INC

    CONTRIBUTING EMPLOYER

  • INTERCON CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • INTERSTATE IMPROVEMENT INC

    CONTRIBUTING EMPLOYER

  • JAY FORTUNE CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • JE DUNN CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • JOHNSON CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • K & K ROOFING & EXCAVATION INC

    CONTRIBUTING EMPLOYER

  • LEPROWSE CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • LUNDA CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • MICHELS CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • MICHELS PIPELINE CONST INC

    CONTRIBUTING EMPLOYER

  • MICHELS TRENCHLESS INC

    CONTRIBUTING EMPLOYER

  • MINNESOTA LIMITED INC

    CONTRIBUTING EMPLOYER

  • MOUNTAIN WEST HOLDING COMPANY

    CONTRIBUTING EMPLOYER

  • NAES POWER CONTRACTORS INC

    CONTRIBUTING EMPLOYER

  • OTIS EASTERN SERVICE INC

    CONTRIBUTING EMPLOYER

  • PIPING & EQUIPMENT CO

    CONTRIBUTING EMPLOYER

  • POTEET CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • PRECISION HIGHWAY CONTRACTORS INC

    CONTRIBUTING EMPLOYER

  • PRICE GREGORY INTERNATIONAL INC

    CONTRIBUTING EMPLOYER

  • PROSPECT CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • REM PIPELINE SERVICES INC

    CONTRIBUTING EMPLOYER

  • REYNOLDS CONSTRUCTION CO

    CONTRIBUTING EMPLOYER

  • ROCKFORD CORPORATION

    CONTRIBUTING EMPLOYER

  • S & N CONCRETE AND MATERIALS INC

    CONTRIBUTING EMPLOYER

  • SCHELLINGER CONSTRUCTION CO INC

    CONTRIBUTING EMPLOYER

  • SCHMID PIPELINE CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • SEMENZA CONTRACTING INC

    CONTRIBUTING EMPLOYER

  • SLETTEN CONSTRUCTION COMPANY

    CONTRIBUTING EMPLOYER

  • SNELSON COMPANIES INC

    CONTRIBUTING EMPLOYER

  • SUNROC CONSTRUCTION CO INC

    CONTRIBUTING EMPLOYER

  • SWANK BUILDERS INC

    CONTRIBUTING EMPLOYER

  • TABBERT CONSTRUCTION INC

    CONTRIBUTING EMPLOYER

  • TURNER CONSTRUCTION COMPANY

    CONTRIBUTING EMPLOYER

  • UNITED PIPING INC

    CONTRIBUTING EMPLOYER

  • US PIPELINE INC

    CONTRIBUTING EMPLOYER

  • WELDTECH SERVICES INC

    CONTRIBUTING EMPLOYER

  • WESTERN REFRACTORY CONSTRUCTION INCORPORATED

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
14 February 2025
IRS schema version
2023v6.0
Source object
202540459349301134

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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