STRATEGY STUDIO / PUBLIC DATA EXPLORER

BOARD OF TRUSTEES AGC TRUST OF MONTANA: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BOARD OF TRUSTEES AGC TRUST OF MONTANA (EIN 81-1094866)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-02-15
IRS object ID
202240469349303159
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-15T17:41:10-06:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208149084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANASTASI MOORE & MARTIN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 S WASHINGTON ST STE 600AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811094866EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LABORERS AGC TRUST OF MONTANABusinessNameLine1Txt
Business Name Line2HEALTH AND WELFAREBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLABOBusinessNameControlTxt
Phone5093280300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 WEST CATALDO AVENUE NO 220AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD J MORRISONPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5093280300PhoneNum
Signature2022-02-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastMORRISONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL ANASTASI CPAPreparerPersonNm
PTINP00395796PTIN
Phone5093230272PhoneNum
Preparation2022-02-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD J MORRISONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 WEST CATALDO AVENUE NO 220AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,241,757GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1961FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionPREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSRUANCE, AND TIME LOSS BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$12,073,716PYProgramServiceRevenueAmt
CY Program Service Revenue$10,634,463CYProgramServiceRevenueAmt
PY Investment Income$522,547PYInvestmentIncomeAmt
CY Investment Income$836,293CYInvestmentIncomeAmt
PY Other Revenue$37,374PYOtherRevenueAmt
CY Other Revenue$25,159CYOtherRevenueAmt
PY Total Revenue$12,633,637PYTotalRevenueAmt
CY Total Revenue$11,495,915CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$9,085,457PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$9,273,217CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$843,924PYOtherExpensesAmt
CY Other Expenses$749,957CYOtherExpensesAmt
PY Total Expenses$9,929,381PYTotalExpensesAmt
CY Total Expenses$10,023,174CYTotalExpensesAmt
PY Revenues Less Expenses$2,704,256PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,472,741CYRevenuesLessExpensesAmt
Total Assets BOY$16,386,741TotalAssetsBOYAmt
Total Assets EOY$19,634,520TotalAssetsEOYAmt
Total Liabilities BOY$1,313,468TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,452,616TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,073,273NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,181,904NetAssetsOrFundBalancesEOYAmt
MissionPREMIUM AND BENEFIT PAYMENTS AND OTHER RELATED EXPENSES FOR MEDICAL, DENTAL, VISION, ACCIDENTAL DEATH AND DISMEMBERMENT, LIFE INSRUANCE, AND TIME LOSS BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$10,023,174ExpenseAmt
DescTO PROVIDE QUALIFIED HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR DEPENDENTS.Desc
Total Program Service Expenses$10,023,174TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5093280300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 WEST CATALDO AVENUE SUITE 220AddressLine1Txt
CitySPOKANECityNm
State AbbreviationWAStateAbbreviationCd
ZIP99201ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KIM RICKARD
UNION TRUSTEE1.0040.00Yes (X)$0$59,669$35,000
MICKEY MULHOLLAND
UNION TRUSTEE1.0040.00Yes (X)$0$54,149$35,000
WARREN SMELTZER
SECRETARY1.0040.00Yes (X)$0$48,450$22,000Yes (X)
RICHARD J MORRISON
CHAIRMAN1.0040.00Yes (X)$0$0$0Yes (X)
NICK NEUMAN
EMPLOYER TRUSTEE1.0040.00Yes (X)$0$0$0
JO PERKINS
EMPLOYER TRUSTEE1.0040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$162,268TotReportableCompRltdOrgAmt
Total Other Compensation$92,000TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ZENITH AMERICAN SOLUTIONS INC
111 EAST CATALDO AVENUE SUITE 220SPOKANEWA99201THIRD PARTY ADMINISTRATOR$261,990
PREMERA BLUE CROSS
7001 220TH STREET SOUTHWESTMOUNTLAKE TERRACEWA98043NETWORK ACCESS$238,726
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$10,310,078$10,310,078
RETIREES CONTRIBUTIONS900099$182,091$182,091
PARTICIPANTS CONTRIBUTION900099$142,294$142,294
FieldValueIRS element (for citing)
Total Program Service Revenue$10,634,463TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$533,297TotalRevenueColumnAmt
Exclusion$533,297ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$22,048,838SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,745,842SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$302,996SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$302,996TotalRevenueColumnAmt
Exclusion$302,996ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPENALTIES AND INTERESTDesc
Business900099BusinessCd
Total Revenue Column$25,159TotalRevenueColumnAmt
Exclusion$25,159ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$25,159OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,495,915TotalRevenueColumnAmt
Related Or Exempt Func Income$10,634,463RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$861,452ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$9,273,217TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$554,456TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,845TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,477TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$66,492TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,470TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,862TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,492TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,863TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,023,174TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,497,195BOYAmt
EOY$614,161EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$459,883BOYAmt
EOY$324,582EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$961,981BOYAmt
EOY$2,168,984EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,127BOYAmt
EOY$4,127EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,407,613BOYAmt
EOY$16,476,443EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$55,942BOYAmt
EOY$46,223EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,386,741BOYAmt
EOY$19,634,520EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,188BOYAmt
EOY$469EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,312,280BOYAmt
EOY$1,452,147EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,313,468BOYAmt
EOY$1,452,616EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$15,073,273BOYAmt
EOY$18,181,904EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,073,273BOYAmt
EOY$18,181,904EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,386,741BOYAmt
EOY$19,634,520EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,472,741ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,704,709NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$68,819OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLAIMS PAYABLE$466,945
CLAIMS INCURRED BUT NOT REPORTED$985,202
FieldValueIRS element (for citing)
Total Liability$1,452,147TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$13,065,313TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,704,709NetUnrealizedGainsInvstAmt
Other Revenue-$68,819OtherRevenueAmt
Revenue Not Reported$1,635,890RevenueNotReportedAmt
Revenue Subtotal$11,429,423RevenueSubtotalAmt
Investment Expenses Not Incld$66,492InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$66,492RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,495,915TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,816,815TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$9,816,815ExpensesSubtotalAmt
Investment Expenses Not Incld2$66,492InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$139,867OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$206,359ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,023,174TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO THE APPROPRIATE SECTION OF THE INTERNAL REVENUE CODE (IRC) AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), BUT HAS SINCE BEEN AMENDED. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF MARCH 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:MEDICARE GAP REIMBURSEMENT -68,819.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN CLAIMS PAYABLE -260,625. CHANGE IN CLAIMS IBNR 400,492.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DAY TO DAY TASKS WERE DELEGATED TO A THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, INC.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE THIRD-PARTY ADMINISTRATOR PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS THAT ARE AVAILABLE TO PUBLIC WILL BE SENT UPON REQUEST.
FORM 990, PART XI, LINE 9:MEDICARE GAP REIMBURSEMENT -68,819.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxt
ANACONDA HOUSING AUTHORITY
CONTRIBUTING EMPLOYER0
BERT MOONEY AIRPORT AUTHORITY
CONTRIBUTING EMPLOYER0
BUTTE PUBLIC HOUSING AUTHORITY
CONTRIBUTING EMPLOYER0
BUTTE-SILVER BOW
CONTRIBUTING EMPLOYER0
CONSTRUCTION AND GENERAL LABORER UNION 1271
CONTRIBUTING EMPLOYER0
CONSTRUCTION INDUSTRY LABORERS
CONTRIBUTING EMPLOYER0
FRATERNAL ORDER OF EAGLES
CONTRIBUTING EMPLOYER0
KANSAS BUILDING TRADES
CONTRIBUTING EMPLOYER0
LABORERS AGC APPRENTICESHIP TRAINING & WORK PREPAREDNESS TRUST OF MONTANA
MULTIEMPLOYER TRAINING TRUST0111 W CATALDOSPOKANEWA99205916095385MT501(C)(3)LINE 2
LABORERS AGC PENSION TRUST OF MONTANA
MULTIEMPLOYER PENSION TRUST0111 W CATALDOSPOKANEWA99205916068929MT501(C)(5)
LABORERS' JOINT APPRENTICESHIP AND TRAINING TRUST OF WYOMING
CONTRIBUTING EMPLOYER0
LABORERS' LOCAL 1140
CONTRIBUTING EMPLOYER0
LIUNA LOCAL 1686
CONTRIBUTING EMPLOYER0
MONTANA NURSES' ASSOCIATION
CONTRIBUTING EMPLOYER0
NORTHWEST REGIONAL ORGANIZING COALITION
CONTRIBUTING EMPLOYER0
NW LABORERS H & S FUND
CONTRIBUTING EMPLOYER0
NW LECET
CONTRIBUTING EMPLOYER0
OREGON LABORERS EMPLOYERS TR
CONTRIBUTING EMPLOYER0
SUN RIVER VALLEY SCHOOL DISTRICT
CONTRIBUTING EMPLOYER0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (34 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ABATEMENT CONTRACTORS OF MONTANA LLC
CONTRIBUTING EMPLOYERN/A00
ABERCROMBIE PIPELINE SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
APPELLATION PRE-FAB LLC
CONTRIBUTING EMPLOYERN/A00
B&N CLEARING AND ENVIRONMENTAL LLC
CONTRIBUTING EMPLOYERN/A00
BABCOCK & WILCOX CONST CO LLC
CONTRIBUTING EMPLOYERN/A00
CHARPS LLC
CONTRIBUTING EMPLOYERN/A00
CONDON-JOHNSON & ASSOCIATES
CONTRIBUTING EMPLOYERN/A00
COP CONSTRUCTION LLC
CONTRIBUTING EMPLOYERN/A00
ELLINGSON TRENCHLESS LLC
CONTRIBUTING EMPLOYERN/A00
ENCOMPASS PIPELINE LLC
CONTRIBUTING EMPLOYERN/A00
ENVIRONMENTAL CONTRACTORS LLC
CONTRIBUTING EMPLOYERN/A00
ESTECH LLC
CONTRIBUTING EMPLOYERN/A00
FABCON PRECAST LLC
CONTRIBUTING EMPLOYERN/A00
H & H CONTRACTING LLC
CONTRIBUTING EMPLOYERN/A00
HANGING H COMPANIES LLC
CONTRIBUTING EMPLOYERN/A00
INFRASOURCE CONSTRUCTION LLC
CONTRIBUTING EMPLOYERN/A00
JEFFERY CONTRACTING LLC
CONTRIBUTING EMPLOYERN/A00
KISSOCK CONSTRUCTION LLC
CONTRIBUTING EMPLOYERN/A00
MILE HIGH EXCAVATING LLC
CONTRIBUTING EMPLOYERN/A00
NADEAU CONCRETE LLC
CONTRIBUTING EMPLOYERN/A00
NISQUALLY CONSTRUCTION SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
NORTHWIND CONSTRUCTION SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
PRECISION DEWATERING LLC
CONTRIBUTING EMPLOYERN/A00
PRECISION PIPELINE LLC
CONTRIBUTING EMPLOYERN/A00
PRECISION PRECAST ERECTORS LLC
CONTRIBUTING EMPLOYERN/A00
PULLMAN POWER LLC
CONTRIBUTING EMPLOYERN/A00
Q&D CONSTRUCTION LLC
CONTRIBUTING EMPLOYERN/A00
REDI PROJECT SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
SOUTHEAST DIRECTIONAL DRILLING LLC
CONTRIBUTING EMPLOYERN/A00
THE TUNNELING COMPANY USA LLC
CONTRIBUTING EMPLOYERN/A00
TRENCHLESS CONSTRUCTION SERVICES LLC
CONTRIBUTING EMPLOYERN/A00
US COATING APPLICATORS LLC
CONTRIBUTING EMPLOYERN/A00
WASLEY EXCAVATING LLC
CONTRIBUTING EMPLOYERN/A00
WHITE RESOURCES LLC
CONTRIBUTING EMPLOYERN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (84 entries)

Primary ActivitiesPrimaryActivitiesTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ACME CONCRETE PAVING INC
CONTRIBUTING EMPLOYERN/A0
ADVANTAGE DIRT CONTRACTORS INC
CONTRIBUTING EMPLOYERN/A0
ALPINE SIGNS INC
CONTRIBUTING EMPLOYERN/A0
ANDERSON MASONRY INC
CONTRIBUTING EMPLOYERN/A0
APCOM POWER INC
CONTRIBUTING EMPLOYERN/A0
ASSOCIATED PIPELINE CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
AZCO INC
CONTRIBUTING EMPLOYERN/A0
BAILEY MASONRY INC
CONTRIBUTING EMPLOYERN/A0
BECKMAN CONTRACTING INC
CONTRIBUTING EMPLOYERN/A0
BRANDENBURG INDUSTRIAL SERVICE COMPANY
CONTRIBUTING EMPLOYERN/A0
BROTHERS PIPELINE CORP
CONTRIBUTING EMPLOYERN/A0
C H MURPHYCLARK-ULLMAN INC
CONTRIBUTING EMPLOYERN/A0
CHUCK JENNE MASONRY INC
CONTRIBUTING EMPLOYERN/A0
CONRTEC INC
CONTRIBUTING EMPLOYERN/A0
CONTRACTORS RENTAL CORP
CONTRIBUTING EMPLOYERN/A0
COOPER CONST INC
CONTRIBUTING EMPLOYERN/A0
CORVAL CONSTRUCTORS INC
CONTRIBUTING EMPLOYERN/A0
DBM CONTRACTORS INC
CONTRIBUTING EMPLOYERN/A0
DICK OLSON CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
DR CONSTRUCTION & SONS INC
CONTRIBUTING EMPLOYERN/A0
DRILL TECH DRILLING & SHORING INC
CONTRIBUTING EMPLOYERN/A0
DUN TRANSPORTATION & STRINGING INC
CONTRIBUTING EMPLOYERN/A0
DYKON BLASTING CORP
CONTRIBUTING EMPLOYERN/A0
ED BOLAND CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
ENERGY WEST MONTANA INC
CONTRIBUTING EMPLOYERN/A0
FAITH ENTERPRISES INC
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FERMA CORP
CONTRIBUTING EMPLOYERN/A0
FOUR-STAR CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
GAGNON INC
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GARCO CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
GRANITE CONSTRUCTION CO
CONTRIBUTING EMPLOYERN/A0
GRAYCOR INDUSTRIAL CONST INC
CONTRIBUTING EMPLOYERN/A0
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CONTRIBUTING EMPLOYERN/A0
HENKELS & MCCOY INC
CONTRIBUTING EMPLOYERN/A0
HOFFMAN EXCAVATING INC
CONTRIBUTING EMPLOYERN/A0
HOLLOW CONTRACTING INC
CONTRIBUTING EMPLOYERN/A0
HOSCHEID MASONRY INC
CONTRIBUTING EMPLOYERN/A0
HOWARD CONCRETE PUMPING CO
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HUNTER BROTHERS CONST INC
CONTRIBUTING EMPLOYERN/A0
INDUSTRIAL SERVICES INC
CONTRIBUTING EMPLOYERN/A0
INTERCON CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
INTERSTATE IMPROVEMENT INC
CONTRIBUTING EMPLOYERN/A0
JAY FORTUNE CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
JENESIS INDUSTRIAL GROUP INC
CONTRIBUTING EMPLOYERN/A0
JOHNSON CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
K & K ROOFING & EXCAVATION INC
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LATEX CONSTRUCTION COMPANY
CONTRIBUTING EMPLOYERN/A0
LEPROWSE CONSTRUCTION INC
CONTRIBUTING EMPLOYERN/A0
MICHELS PIPELINE CONST INC
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MICRO-SURFACING INC
CONTRIBUTING EMPLOYERN/A0
MILLER PIPELINE CORP
CONTRIBUTING EMPLOYERN/A0
MINNESOTA LIMITED INC
CONTRIBUTING EMPLOYERN/A0
MORTENSON CORPORATION
CONTRIBUTING EMPLOYERN/A0
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CONTRIBUTING EMPLOYERN/A0
NAES POWER CONTRACTORS INC
CONTRIBUTING EMPLOYERN/A0
NORTHERN CLEARING INC
CONTRIBUTING EMPLOYERN/A0
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OTIS EASTERN SERVICE INC
CONTRIBUTING EMPLOYERN/A0
OVERCASH PIPLINE INC
CONTRIBUTING EMPLOYERN/A0
PE BEN USA INC
CONTRIBUTING EMPLOYERN/A0
POTEET CONSTRUCTION INC
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CONTRIBUTING EMPLOYERN/A0
PRICE GREGORY INTERNATIONAL INC
CONTRIBUTING EMPLOYERN/A0
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CONTRIBUTING EMPLOYERN/A0
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CONTRIBUTING EMPLOYERN/A0
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CONTRIBUTING EMPLOYERN/A0
SCHELLINGER CONSTRUCTION CO INC
CONTRIBUTING EMPLOYERN/A0
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SEMENZA CONTRACTING INC
CONTRIBUTING EMPLOYERN/A0
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TG MERCER CONSULTING SERVICE INC
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TOBINESS CONSTRUCTION COMPANY INC
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UNITED PIPING INC
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US PIPELINE INC
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FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd