MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST
Cite this
Plain text MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/810449239. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/810449239
MLA “MONTANA CONTRACTORS ASSOCIATION HEALTH CARE TRUST.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/810449239. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $37.5M · expenses $37.9M · assets $42.4M
- Also known as
- Care Trust
- EIN
- 81-0449239
- Address
- 404 N 31ST ST STE 205, BILLINGS, MT 59101-1211
- Website
- www.mcatrusts.org
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1988
- Cross-check
- ProPublica Nonprofit Explorer
Mission
Provide Medical, Dental, Vision, Short-term Disability (employee only), Life Insurance and AD&D Benefits to Plan Participants.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Kenneth Crouse | Executive Director | 2022-2024 | $235,750 | $616,028 | 1 |
| Andrew Tri | Asst Director of Trusts/MCART M | 2024 | $175,300 | $175,300 | 1 |
| Kristine Starr | Healthcare Manager | 2024 | $147,800 | $147,800 | 1 |
| Eugene Schadt (former) | Executive Director | 2014-2022 | $221,016 | $1,592,747 | 1 |
| Martell Hilderbrand (former) | General Counsel | 2013-2020 | $230,147 | $1,517,138 | 1 |
| Andrew Tri - Assistant (former) | Director of Trusts/MCART Manager | 2021-2023 | $159,504 | $441,216 | 1 |
| Eugene Schadt -Consultant to (former) | the Executive Director | 2023 | $233,464 | $233,464 | 1 |
Officers and directors, no compensation reported
27 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Hattie Redmon | Chairperson | 2020-2024 | 1 | $0 reported | 1 |
| Christy Austin | Secretary | 2022-2024 | 1 | $0 reported | 1 |
| Heidi Wadsworth | Treasurer | 2020-2024 | 1 | $0 reported | 1 |
| Dave Zinke | Trustee (Jan-Dec) | 2015-2024 | 1 | $0 reported | 3 |
| Kerry Gray | Trustee | 2013-2024 | 1 | $0 reported | 3 |
| Tracy Golik | Trustee | 2022-2024 | 1 | $0 reported | 1 |
| David Anderson | Trustee | 2023-2024 | 1 | $0 reported | 1 |
| Karen Rehbein | Trustee | 2023-2024 | 1 | $0 reported | 1 |
| Mark Sandry | Trustee | 2023-2024 | 1 | $0 reported | 1 |
| Cory Buford | Trustee (Jan-Current) | 2024 | 1 | $0 reported | 1 |
| Lonnie Anderson (former) | Trustee (Mar-Dec) | 2013-2023 | 1 | $0 reported | 4 |
| Mary Jo Jackson (former) | Trustee (Mar-Dec) | 2013-2023 | 1 | $0 reported | 1 |
| Vickie Tischendorf (former) | Trustee (Mar-Dec) | 2017-2023 | 1 | $0 reported | 1 |
| Tim Robertson (former) | Trustee (Through December 2022) | 2015-2022 | 1 | $0 reported | 1 |
| Ken Stoeber (former) | Trustee (thru Feb. '22) | 2020-2021 | 1 | $0 reported | 1 |
| Spencer Walsh (former) | Past Chairperson | 2015-2019 | 1 | $0 reported | 1 |
| Bill Simmel (former) | Treasurer | 2015-2019 | 1 | $0 reported | 1 |
| Allan Frankl (former) | Trustee | 2013-2019 | 1 | $0 reported | 1 |
| Jim Berve (former) | Trustee | 2018-2019 | 1 | $0 reported | 3 |
| Mark Cole until 122018 (former) | Trustee | 2018 | 1 | $0 reported | 1 |
| Mark Cole (former) | Trustee | 2013-2017 | 1 | $0 reported | 1 |
| Steve Irion until 1217 (former) | Trustee | 2017 | 1 | $0 reported | 1 |
| Steve Irion (former) | Trustee | 2013-2016 | 1 | $0 reported | 1 |
| Chris Peccia (former) | Treasurer (thru 9/30/15) | 2013-2015 | 1 | $0 reported | 1 |
| Ryan Rich (former) | Trustee (thru 5/20/15) | 2014-2015 | 1 | $0 reported | 1 |
| Timothy A Robertson (former) | Trustee | 2013-2014 | 1 | $0 reported | 1 |
| Connie Peck (former) | Trustee (thru 12/31/14) | 2013-2014 | 1 | $0 reported | 1 |
People by year
2024 · 13 people listed · 3 paid, $559K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Kenneth Crouse | Executive Director | 20 | $87,500 | $87,500 | $60,750 | $235,750 | 1 |
| Andrew Tri | Asst Director of Trusts/MCART M | 20 | $64,000 | $64,000 | $47,300 | $175,300 | 1 |
| Kristine Starr | Healthcare Manager | 20 | $50,900 | $50,900 | $46,000 | $147,800 | 1 |
| Hattie Redmon | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Heidi Wadsworth | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Christy Austin | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| David Anderson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Cory Buford | Trustee (Jan-Current) | 1 | $0 | $0 | $0 | $0 | 1 |
| Tracy Golik | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Karen Rehbein | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Sandry | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee (Jan-Dec) | 1 | $0 | $0 | $0 | $0 | 3 |
2023 · 15 people listed · 3 paid, $604K · 0 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene Schadt -Consultant to | the Executive Director | 20 | $90,000 | $90,000 | $53,464 | $233,464 | 1 |
| Kenneth Crouse | Executive Director | 20 | $80,000 | $80,000 | $51,182 | $211,182 | 1 |
| Andrew Tri - Assistant | Director of Trusts/MCART Manager | 20 | $61,500 | $61,500 | $36,504 | $159,504 | 1 |
| Hattie Redmon | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Christy Austin | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Heidi Wadsworth | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Lonnie Anderson | Trustee (Mar-Dec) | 1 | $0 | $0 | $0 | $0 | 4 |
| Mary Jo Jackson | Trustee (Mar-Dec) | 1 | $0 | $0 | $0 | $0 | 1 |
| Vickie Tischendorf | Trustee (Mar-Dec) | 1 | $0 | $0 | $0 | $0 | 1 |
| Tracy Golik | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| David Anderson | Trustee (Beg Jan) | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Rehbein | Trustee (Beg Jan) | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Sandry | Trustee (Beg Jan) | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 13 people listed · 3 paid, $531K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene Schadt | Executive Director | 20 | $86,283 | $86,283 | $48,450 | $221,016 | 1 |
| Kenneth Crouse | Executive Director in Training | 20 | $63,542 | $63,542 | $42,012 | $169,096 | 1 |
| Andrew Tri - Assistant | Director of Trusts/MCART Manager | 20 | $59,227 | $59,227 | $22,424 | $140,878 | 1 |
| Dave Zinke | Chairperson | 1 | $0 | $0 | $0 | $0 | 3 |
| Heidi Wadsworth | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Hattie Redmon | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Tim Robertson | Trustee (Through December 2022) | 1 | $0 | $0 | $0 | $0 | 1 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Lonnie Anderson | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Mary Jo Jackson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Vickie Tischendorf | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Christy Austin | Trustee (From August 2022) | 1 | $0 | $0 | $0 | $0 | 1 |
| Tracy Golik | Trustee (From December 2022) | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 11 people listed · 2 paid, $356K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene Schadt | Executive Director | 20 | $84,681 | $84,681 | $46,215 | $215,577 | 1 |
| Andrew Tri - Assistant | Director of Trusts/MCART Manager | 20 | $59,009 | $59,009 | $22,816 | $140,834 | 1 |
| Dave Zinke | Chairperson | 1 | $0 | $0 | $0 | $0 | 3 |
| Heidi Wadsworth | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Hattie Redmon | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Ken Stoeber | Trustee (thru Feb. '22) | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Mary Jo Jackson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Vickie Tischendorf | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 11 people listed · 2 paid, $439K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | General Counsel | 30 | $91,384 | $91,384 | $47,379 | $230,147 | 1 |
| Eugene Schadt | Executive Director | 20 | $79,750 | $79,750 | $49,036 | $208,536 | 1 |
| Vickie Tischendorf | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Secretary | 1 | $0 | $0 | $0 | $0 | 4 |
| Mary Jo Jackson | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Hattie Redmon | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Ken Stoeber | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Heidi Wadsworth | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 11 people listed · 2 paid, $420K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | General Counsel | 30 | $87,225 | $87,225 | $52,632 | $227,082 | 1 |
| Eugene Schadt | Executive Director | 20 | $77,750 | $77,750 | $37,635 | $193,135 | 1 |
| Vickie Tischendorf | Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Spencer Walsh | Past Chairperson | 1 | $0 | $0 | $0 | $0 | 1 |
| Bill Simmel | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Secretary | 1 | $0 | $0 | $0 | $0 | 4 |
| Allan Frankl | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Jim Berve | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 12 people listed · 2 paid, $397K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | General Counsel | 30 | $84,663 | $84,663 | $51,216 | $220,542 | 1 |
| Eugene Schadt | Executive Director | 20 | $74,129 | $74,129 | $28,454 | $176,712 | 1 |
| Spencer Walsh | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Allan Frankl | Past Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Bill Simmel | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Treasurer | 1 | $0 | $0 | $0 | $0 | 4 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Mark Cole until 122018 | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jim Berve | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Vickie Tischendorf | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · 2 paid, $365K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | General Counsel | 30 | $70,826 | $70,826 | $48,747 | $190,399 | 1 |
| Eugene Schadt | Executive Director | 20 | $66,194 | $66,194 | $42,051 | $174,439 | 1 |
| Spencer Walsh | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Allan Frankl | Past Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Bill Simmel | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Treasurer | 1 | $0 | $0 | $0 | $0 | 4 |
| Kerry Gray | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Mark Cole | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Steve Irion until 1217 | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Vickie Tischendorf | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 11 people listed · 2 paid, $342K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | General Counsel | 30 | $71,174 | $71,174 | $47,842 | $190,190 | 1 |
| Eugene Schadt | Executive Director | 20 | $55,750 | $55,750 | $39,891 | $151,391 | 1 |
| Allan Frankl | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Kerry Gray | Past Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Lonnie Anderson | Secretary | 1 | $0 | $0 | $0 | $0 | 4 |
| Spencer Walsh | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Cole | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Steve Irion | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Bill Simmel | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 14 people listed · 2 paid, $319K · 0 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | General Counsel | 30 | $81,579 | $81,579 | $26,894 | $190,052 | 1 |
| Eugene Schadt | Executive Director | 20 | $53,694 | $53,694 | $21,857 | $129,245 | 1 |
| Allan Frankl | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Kerry Gray | Past Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Lonnie Anderson | Secretary | 1 | $0 | $0 | $0 | $0 | 4 |
| Spencer Walsh | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Chris Peccia | Treasurer (thru 9/30/15) | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Cole | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Steve Irion | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Jo Jackson | Trustee (thru 12/31/15) | 1 | $0 | $0 | $0 | $0 | 1 |
| Ryan Rich | Trustee (thru 5/20/15) | 1 | $0 | $0 | $0 | $0 | 1 |
| Tim Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Bill Simmel | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Dave Zinke | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
2014 · 12 people listed · 2 paid, $258K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | Executive Director/General | 30 | $56,249 | $56,249 | $22,467 | $134,965 | 1 |
| Eugene Schadt | Director of Trust Operations | 20 | $50,680 | $50,680 | $21,336 | $122,696 | 1 |
| Kerry Gray | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Mark Cole | Past President | 1 | $0 | $0 | $0 | $0 | 1 |
| Allan Frankl | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Chris Peccia | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Mary Jo Jackson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Steve Irion | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy A Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Connie Peck | Trustee (thru 12/31/14) | 1 | $0 | $0 | $0 | $0 | 1 |
| Ryan Rich | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 10 people listed · 1 paid, $134K · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Martell Hilderbrand | Executive Director/General Counsel | 60 | $56,000 | $56,000 | $21,761 | $133,761 | 1 |
| Kerry Gray | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Mark Cole | Past President | 1 | $0 | $0 | $0 | $0 | 1 |
| Allan Frankl | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Chris Peccia | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Lonnie Anderson | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Mary Jo Jackson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Steve Irion | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Timothy A Robertson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Connie Peck | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative Claim Fees | $1,008,011 |
| MCA Trusts Administrative Office | Billings, MT | Service Fees | $686,980 |
| Buckley Maxwell Dixon Dolezal PC | Bozeman, MT | Legal Fees | $424,038 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $222,201 |
| Eide Bailly LLP | Billings, MT | Accounting (Including Auditing) | $119,950 |
2023 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative Claim Fees | $1,035,874 |
| MCA Trusts Administrative Office | Billings, MT | Service Fees | $668,220 |
| Buckley Maxwell Dixon Dolezal PC | Bozeman, MT | Legal Fees | $276,718 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $180,177 |
| Crowley Fleck PLLP | Billings, MT | Legal Fees | $159,664 |
2022 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative Claim Fees | $1,029,036 |
| MCA Trusts Administrative Office | Billings, MT | Service Fees | $623,312 |
| Crowley Fleck PLLP | Billings, MT | Legal Fees | $440,119 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $370,752 |
| The Segal Company Inc | New York, NY | Actuarial Consulting | $109,098 |
2021 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $1,293,535 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $571,532 |
| Crowley Fleck PLLP | Billings, MT | Legal Fees | $500,931 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $244,384 |
| Wells Fargo Bank NA | Minneapolis, MN | Custodial Fees | $109,281 |
2020 · 5 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $1,134,411 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $739,396 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $175,484 |
| Crowley Fleck PLLP | Billings, MT | Legal Fees | $164,555 |
| Thulin Benefits Law PLLC | Bellevue, WA | Legal Fees | $164,342 |
2019 · 4 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $1,347,667 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $600,340 |
| Thulin Benefits Law PLLC | Bellevue, WA | Legal Fees | $198,173 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $187,067 |
2018 · 4 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $1,217,741 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $626,716 |
| Navitus Health Solutions | Madison, WI | Administrative Claim Fees | $169,829 |
| Thulin Benefits Law PLLC | Bellevue, WA | Legal Fees | $150,940 |
2017 · 2 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $896,664 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $651,516 |
2016 · 2 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $858,102 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $617,920 |
2015 · 2 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $844,849 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $541,300 |
2014 · 2 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Missoula, MT | Administrative claim fees | $807,199 |
| MCA Trusts Administrative Office | Billings, MT | Service fees | $488,000 |
2013 · 2 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Allegiance Benefit Plan Management | Administrative claim fees | $801,532 | |
| MCA Trusts Administrative Office | Service fees | $429,232 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $37,464,305 | $37,886,286 | $42,436,550 | $40,318,883 | $0 | $35,387,519 | $202,400 | 0 | 10 |
| 2023 · Form 990 | ||||||||
| $37,667,751 | $38,945,845 | $42,558,310 | $40,590,452 | $0 | $35,697,767 | $231,500 | 0 | 12 |
| 2022 · Form 990 | ||||||||
| $37,637,065 | $37,465,839 | $41,318,151 | $39,911,638 | $0 | $36,823,858 | $209,052 | 0 | 10 |
| 2021 · Form 990 | ||||||||
| $40,627,147 | $36,401,095 | $43,826,014 | $41,780,512 | $0 | $39,472,582 | $143,690 | 0 | 9 |
| 2020 · Form 990 | ||||||||
| $39,280,005 | $35,836,386 | $40,637,112 | $38,401,828 | $0 | $38,000,662 | $171,134 | 0 | 10 |
| 2019 · Form 990 | ||||||||
| $41,345,218 | $43,714,107 | $31,465,980 | $30,421,494 | $0 | $40,364,709 | $164,975 | 0 | 10 |
| 2018 · Form 990 | ||||||||
| $35,808,161 | $38,425,553 | $35,148,188 | $33,842,749 | $0 | $34,926,483 | $158,792 | 0 | 11 |
| 2017 · Form 990 | ||||||||
| $32,683,607 | $36,714,170 | $37,518,472 | $36,254,756 | $0 | $31,921,953 | $137,020 | 0 | 11 |
| 2016 · Form 990 | ||||||||
| $30,742,375 | $33,284,530 | $40,817,399 | $39,635,585 | $0 | $30,158,329 | $126,924 | 0 | 10 |
| 2015 · Form 990 | ||||||||
| $29,550,587 | $26,257,798 | $41,881,471 | $41,133,336 | $0 | $29,095,126 | $135,273 | 0 | 13 |
| 2014 · Form 990 | ||||||||
| $29,845,860 | $25,494,851 | $39,317,876 | $38,396,115 | $0 | $29,349,383 | $106,929 | 0 | 10 |
| 2013 · Form 990 | ||||||||
| $29,479,362 | $23,843,953 | $33,523,428 | $33,503,100 | $0 | $28,821,276 | $56,000 | 0 | 10 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CONTRACTORS HEALTH TRUST | CO | Not reported | $32,310,991 | $32,188,812 | Executive Director | $150,008 | Similar name, revenue within 2x |
| MONTANA CONTRACTORS ASSOCIATION INC | MT | Not reported | $1,544,614 | $1,405,094 | EXECUTIVE DIRECTOR | $166,396 | Similar name, revenue differs more than 10x, same state |
| MONTANA ROOFING CONTRACTORS ASSOCIATION INC | MT | Not reported | $20,577 | $29,114 | DIRECTOR | $0 | Similar name, revenue differs more than 10x, same state |
| MONTANA ASSOCIATION OF HEALTH CARE PURCHASERS | MT | Not reported | $1,128,146 | $1,146,854 | EXECUTIVE DI | $291,870 | Similar name, revenue differs more than 10x, same state |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $37,886,286 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,097,812 | - | - | - | 87.4% | |
| Other (as described) | Insurance Co Premiums | $1,473,030 | - | - | - | 3.9% |
| Other (as described) | Claims Management | $1,221,650 | - | - | - | 3.2% |
| Other (as described) | Income Tax Expense | $655,000 | - | - | - | 1.7% |
| Fees: management | $623,795 | - | - | - | 1.6% | |
| Fees: legal | $429,441 | - | - | - | 1.1% | |
| Fees: investment management | $114,834 | - | - | - | 0.3% | |
| Fees: accounting | $112,453 | - | - | - | 0.3% | |
| Fees: other services | $79,270 | - | - | - | 0.2% | |
| Depreciation and depletion | $32,680 | - | - | - | 0.1% | |
| Office expenses | $23,893 | - | - | - | 0.1% | |
| Other (as described) | ACA Fees | $16,728 | - | - | - | 0.0% |
| Insurance | $5,700 | - | - | - | 0.0% | |
| Total | $37,886,286 | 100% |
2023 · Form 990 · $38,945,845 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,551,129 | - | - | - | 86.1% | |
| Other (as described) | Insurance Co Premiums | $1,522,915 | - | - | - | 3.9% |
| Other (as described) | Claims Management | $1,226,678 | - | - | - | 3.1% |
| Other (as described) | Income Tax Expense | $1,120,000 | - | - | - | 2.9% |
| Fees: management | $720,951 | - | - | - | 1.9% | |
| Fees: legal | $412,681 | - | - | - | 1.1% | |
| Fees: accounting | $109,900 | - | - | - | 0.3% | |
| Fees: investment management | $98,406 | - | - | - | 0.3% | |
| Fees: other services | $92,642 | - | - | - | 0.2% | |
| Office expenses | $34,126 | - | - | - | 0.1% | |
| Depreciation and depletion | $32,680 | - | - | - | 0.1% | |
| Other (as described) | ACA Fees | $17,262 | - | - | - | 0.0% |
| Insurance | $6,475 | - | - | - | 0.0% | |
| Total | $38,945,845 | 100% |
2022 · Form 990 · $37,465,839 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,270,828 | - | - | - | 88.8% | |
| Other (as described) | Insurance Co Premiums | $1,564,339 | - | - | - | 4.2% |
| Other (as described) | Claims Management | $1,281,589 | - | - | - | 3.4% |
| Fees: management | $644,287 | - | - | - | 1.7% | |
| Fees: legal | $452,498 | - | - | - | 1.2% | |
| Fees: other services | $147,127 | - | - | - | 0.4% | |
| Fees: accounting | $96,250 | - | - | - | 0.3% | |
| Fees: investment management | $83,749 | - | - | - | 0.2% | |
| Office expenses | $59,204 | - | - | - | 0.2% | |
| Other (as described) | ACA Fees | $16,987 | - | - | - | 0.0% |
| All other expenses | $8,102 | - | - | - | 0.0% | |
| Insurance | $5,879 | - | - | - | 0.0% | |
| Other (as described) | Income Tax Expense | -$165,000 | - | - | - | -0.4% |
| Total | $37,465,839 | 100% |
2021 · Form 990 · $36,401,095 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,959,249 | - | - | - | 87.8% | |
| Other (as described) | Insurance Co Premiums | $1,690,810 | - | - | - | 4.6% |
| Other (as described) | Claims Management | $1,404,360 | - | - | - | 3.9% |
| Fees: management | $528,762 | - | - | - | 1.5% | |
| Fees: legal | $327,683 | - | - | - | 0.9% | |
| Fees: other services | $154,569 | - | - | - | 0.4% | |
| Fees: investment management | $94,977 | - | - | - | 0.3% | |
| Fees: accounting | $91,575 | - | - | - | 0.3% | |
| Other (as described) | Income Tax Expense | $83,000 | - | - | - | 0.2% |
| All other expenses | $25,965 | - | - | - | 0.1% | |
| Other (as described) | ACA Fees | $18,641 | - | - | - | 0.1% |
| Office expenses | $17,447 | - | - | - | 0.0% | |
| Insurance | $4,057 | - | - | - | 0.0% | |
| Total | $36,401,095 | 100% |
2020 · Form 990 · $35,836,386 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $28,790,883 | - | - | - | 80.3% | |
| Other (as described) | Insurance Co Premiums | $2,621,199 | - | - | - | 7.3% |
| Other (as described) | Income Tax Expense | $1,393,956 | - | - | - | 3.9% |
| Other (as described) | Claims Management | $1,313,850 | - | - | - | 3.7% |
| Fees: management | $692,723 | - | - | - | 1.9% | |
| Fees: legal | $535,199 | - | - | - | 1.5% | |
| Other (as described) | ACA Fees | $165,928 | - | - | - | 0.5% |
| Fees: other services | $107,152 | - | - | - | 0.3% | |
| Fees: investment management | $89,088 | - | - | - | 0.2% | |
| Fees: accounting | $76,600 | - | - | - | 0.2% | |
| Office expenses | $27,587 | - | - | - | 0.1% | |
| Depreciation and depletion | $14,822 | - | - | - | 0.0% | |
| Insurance | $7,399 | - | - | - | 0.0% | |
| Total | $35,836,386 | 100% |
2019 · Form 990 · $43,714,107 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $38,331,732 | - | - | - | 87.7% | |
| Other (as described) | Insurance Co Premiums | $2,597,886 | - | - | - | 5.9% |
| Other (as described) | Claims Management | $1,504,443 | - | - | - | 3.4% |
| Fees: management | $704,762 | - | - | - | 1.6% | |
| Fees: legal | $179,337 | - | - | - | 0.4% | |
| Fees: other services | $91,875 | - | - | - | 0.2% | |
| Fees: accounting | $88,500 | - | - | - | 0.2% | |
| Fees: investment management | $81,398 | - | - | - | 0.2% | |
| Office expenses | $50,087 | - | - | - | 0.1% | |
| Other (as described) | Income Tax Expense | $43,974 | - | - | - | 0.1% |
| Other (as described) | ACA Fees | $17,485 | - | - | - | 0.0% |
| Depreciation and depletion | $14,822 | - | - | - | 0.0% | |
| Insurance | $7,806 | - | - | - | 0.0% | |
| Total | $43,714,107 | 100% |
2018 · Form 990 · $38,425,553 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,831,917 | - | - | - | 85.4% | |
| Other (as described) | Insurance Co Premiums | $2,593,508 | - | - | - | 6.7% |
| Other (as described) | Claims Management | $1,518,020 | - | - | - | 4.0% |
| Fees: management | $597,336 | - | - | - | 1.6% | |
| Other (as described) | Income Tax Expense | $384,000 | - | - | - | 1.0% |
| Fees: legal | $151,884 | - | - | - | 0.4% | |
| Fees: accounting | $83,600 | - | - | - | 0.2% | |
| Fees: investment management | $76,251 | - | - | - | 0.2% | |
| Other (as described) | ACA Fees | $75,641 | - | - | - | 0.2% |
| Fees: other services | $73,500 | - | - | - | 0.2% | |
| Office expenses | $17,494 | - | - | - | 0.0% | |
| Depreciation and depletion | $14,822 | - | - | - | 0.0% | |
| Insurance | $7,580 | - | - | - | 0.0% | |
| Total | $38,425,553 | 100% |
2017 · Form 990 · $36,714,170 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,300,478 | - | - | - | 88.0% | |
| Other (as described) | Insurance Co Premiums | $2,034,982 | - | - | - | 5.5% |
| Other (as described) | Claims Management | $947,129 | - | - | - | 2.6% |
| Fees: management | $607,924 | - | - | - | 1.7% | |
| Other (as described) | Income Tax Expense | $393,810 | - | - | - | 1.1% |
| Fees: legal | $128,853 | - | - | - | 0.4% | |
| Fees: accounting | $80,500 | - | - | - | 0.2% | |
| Fees: investment management | $73,806 | - | - | - | 0.2% | |
| Fees: other services | $68,625 | - | - | - | 0.2% | |
| Other (as described) | Proposal Request Expens | $27,851 | - | - | - | 0.1% |
| All other expenses | $14,905 | - | - | - | 0.0% | |
| Depreciation and depletion | $14,822 | - | - | - | 0.0% | |
| Office expenses | $13,952 | - | - | - | 0.0% | |
| Insurance | $6,533 | - | - | - | 0.0% | |
| Total | $36,714,170 | 100% |
2016 · Form 990 · $33,284,530 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $29,279,863 | - | - | - | 88.0% | |
| Other (as described) | Insurance Co. Premiums | $1,532,312 | - | - | - | 4.6% |
| Other (as described) | Claims Management | $868,252 | - | - | - | 2.6% |
| Fees: management | $592,916 | - | - | - | 1.8% | |
| Other (as described) | Income Tax Expense | $483,000 | - | - | - | 1.5% |
| Other (as described) | ACA Fees | $188,954 | - | - | - | 0.6% |
| Fees: legal | $86,244 | - | - | - | 0.3% | |
| Fees: accounting | $79,700 | - | - | - | 0.2% | |
| Fees: investment management | $68,847 | - | - | - | 0.2% | |
| Fees: other services | $67,000 | - | - | - | 0.2% | |
| Office expenses | $17,178 | - | - | - | 0.1% | |
| Depreciation and depletion | $14,822 | - | - | - | 0.0% | |
| Insurance | $5,442 | - | - | - | 0.0% | |
| Total | $33,284,530 | 100% |
2015 · Form 990 · $26,257,798 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,695,409 | - | - | - | 86.4% | |
| Other (as described) | Insurance Co. Premiums | $1,498,690 | - | - | - | 5.7% |
| Other (as described) | Claims Management | $850,640 | - | - | - | 3.2% |
| Fees: management | $571,921 | - | - | - | 2.2% | |
| Other (as described) | ACA Fees | $314,110 | - | - | - | 1.2% |
| Fees: accounting | $83,747 | - | - | - | 0.3% | |
| Fees: other services | $67,000 | - | - | - | 0.3% | |
| Fees: investment management | $66,280 | - | - | - | 0.3% | |
| Fees: legal | $62,460 | - | - | - | 0.2% | |
| Office expenses | $23,557 | - | - | - | 0.1% | |
| Other (as described) | Income Tax Expense | $18,000 | - | - | - | 0.1% |
| Insurance | $5,984 | - | - | - | 0.0% | |
| Total | $26,257,798 | 100% |
2014 · Form 990 · $25,494,851 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,141,198 | - | - | - | 82.9% | |
| Other (as described) | Insurance Co. Premiums | $1,298,836 | - | - | - | 5.1% |
| Other (as described) | Income Tax Expense | $996,033 | - | - | - | 3.9% |
| Other (as described) | Claims Management | $809,039 | - | - | - | 3.2% |
| Other (as described) | ACA Fees | $505,976 | - | - | - | 2.0% |
| Fees: management | $479,905 | - | - | - | 1.9% | |
| Fees: accounting | $76,600 | - | - | - | 0.3% | |
| Fees: other services | $67,000 | - | - | - | 0.3% | |
| Fees: investment management | $64,919 | - | - | - | 0.3% | |
| Fees: legal | $38,147 | - | - | - | 0.1% | |
| Office expenses | $11,214 | - | - | - | 0.0% | |
| Insurance | $5,984 | - | - | - | 0.0% | |
| Total | $25,494,851 | 100% |
2013 · Form 990 · $23,843,953 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,048,041 | - | - | - | 88.3% | |
| Other (as described) | Stop Loss Coverage Insu | $1,170,325 | - | - | - | 4.9% |
| Other (as described) | Claims Management | $812,593 | - | - | - | 3.4% |
| Fees: management | $455,109 | - | - | - | 1.9% | |
| Fees: legal | $104,675 | - | - | - | 0.4% | |
| Fees: accounting | $69,400 | - | - | - | 0.3% | |
| Fees: other services | $67,000 | - | - | - | 0.3% | |
| Fees: investment management | $60,389 | - | - | - | 0.3% | |
| Office expenses | $52,152 | - | - | - | 0.2% | |
| Insurance | $4,269 | - | - | - | 0.0% | |
| Total | $23,843,953 | 100% |