Form 990 for tax year 2023
Filed by MISSOULA COUNTY COMPREHENSIVE MEDICAL BENEFIT PLAN.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 13 May 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total expenses
- $19,697,593 changed to $19,673,884
- Total assets, end of year
- $2,916,414 changed to $2,940,122
- Net assets or fund balances, end of year
- $413,006 changed to $436,714
Totals
- Total revenue
- $17,970,281
- Total expenses
- $19,697,593
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $17,849,523
- Investment income
- $81,493
- Other revenue
- $39,265
- Total assets, end of year
- $2,916,414
- Total liabilities, end of year
- $2,503,408
- Net assets or fund balances, end of year
- $413,006
- 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 $17,338,790 · related or exempt $17,338,790
-
2b · Program service revenue: REBATES
total $490,783 · related or exempt $490,783
-
2c · Program service revenue: MISSOULA COUNTY TRANSFER
total $19,950 · related or exempt $19,950
-
3 · Investment income
total $81,493 · excluded $81,493
-
11a · Other revenue: OTHER INCOME
total $39,265 · related or exempt $39,265
-
11e · Other revenue, total
$39,265
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $18,024,335
-
5 · Compensation of officers, directors and key employees
total $217,627
-
7 · Other salaries and wages
total $234,587
-
8 · Pension plan contributions
total $41,045
-
9 · Other employee benefits
total $81,404
-
10 · Payroll taxes
total $36,350
-
11g · Fees: other
total $658,215
-
13 · Office expenses
total $29,714
-
14 · Information technology
total $12,880
-
16 · Occupancy
total $13,832
-
24a · Other expenses: MISCELLANEOUS EXPENSE
total $318,447
-
24b · Other expenses: UTILITIES AND MAINTENAN
total $20,402
-
24c · Other expenses: AGENT FEES
total $7,016
-
24d · Other expenses: EDUCATION TRAINING
total $1,739
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $347,733 · end of year $31,668
-
2 · Savings and temporary cash investments
beginning of year $2,794,779
-
4 · Accounts receivable
beginning of year $7,397 · end of year $718,855
-
9 · Prepaid expenses and deferred charges
end of year $6,634
-
10a · Land, buildings and equipment: cost or other basis
$299,116
-
10b · Land, buildings and equipment: accumulated depreciation
$173,092
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $126,024
-
12 · Investments: other securities
end of year $2,028,143
-
15 · Other assets
beginning of year $0 · end of year $5,090
-
17 · Accounts payable and accrued expenses
end of year $1,976,035
-
25 · Other liabilities
beginning of year $0 · end of year $527,373
-
27 · Net assets without donor restrictions
beginning of year $3,149,909 · end of year $413,006
Mission and programs · 2023
Mission
THE MISSOULA COUNTY EMPLOYEE BENEFITS PLAN ("PLAN") IS A COST-SHARING MULTIPLE-EMPLOYER PLAN. IT PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL AND SURGICAL, DENTAL AND OPTICAL BENEFITS AS DEFINED IN THE PLAN DOCUMENT.
Activities or mission (Part I)
THE MISSOULA COUNTY EMPLOYEE BENEFITS PLAN ("PLAN") IS A COST-SHARING MULTIPLE-EMPLOYER DEFINED BENEFIT PLAN. THE PLAN WAS FORMED BY THE RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS EFFECTIVE AUGUST 15, 1980. THE PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL AND SURGICAL, DENTAL AND OPTICAL BENEFITS AS DEFINED IN THE PLAN DOCUMENT. THE PLAN IS A GOVERNMENT-SPONSORED PLAN AND IS NOT SUBJECT TO ERISA.
-
MISSOULA COUNTY PROVIDED HEALTH AND DEPENDENT CARE SERVICES AND INSURANCE PREMIUMS FOR ACCIDENT, HOSPITAL, MEDICAL AND SURGICAL, DENTAL AND OPTICAL BENEFITS AS DEFINED BY THE PLAN.
As filed on the 2023 return.
Listed in Part VII
-
Dave StrohmaierDAVE STROHMAIER
TRUSTEE
- Total calculated
- $123,988
- From this org
- $0
- From related orgs
- $108,430
- Other
- $15,558
- Hours/week
- 1 + 40 related
-
Josh SlotnickJOSH SLOTNICK
TRUSTEE
- Total calculated
- $119,895
- From this org
- $0
- From related orgs
- $104,322
- Other
- $15,573
- Hours/week
- 1 + 40 related
-
Juanita VeroJUANITA VERO
TRUSTEE
- Total calculated
- $113,420
- From this org
- $0
- From related orgs
- $104,332
- Other
- $9,088
- Hours/week
- 1 + 40 related
-
Erica GrindeERICA GRINDE
PLAN ADMINISTRATOR
- Total calculated
- $141,725
- From this org
- $129,943
- From related orgs
- $0
- Other
- $11,782
- Hours/week
- 40
-
Rebecca MillerREBECCA MILLER
BENEFITS ADMINISTRATOR
- Total calculated
- $86,718
- From this org
- $77,717
- From related orgs
- $0
- Other
- $9,001
- Hours/week
- 40
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.
-
MISSOULA COUNTY
SECTION 115 · GOVERNMENTAL ENTITY · MT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349309154
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