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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Montana Unified School Trust

Montana Unified School Trust

Fiscal year ending 2023. Filed on May 9, 2024.

PO Box 4579
Helena, Montana 59604

Montana Unified School Trust (EIN: 81-0407145) has filed an IRS Form 990 between fiscal years 2016 and 2023. In its fiscal year 2023 IRS Form 990 filing, Montana Unified School Trust, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 5 employees. Among the employees shown here, the average compensation is $198,781. The highest compensated employee at Montana Unified School Trust is Shawn Bubb with fiscal year 2023 compensation of $311,211.

Revenue, expenses, and employee compensation

Revenue

$66,253,538

Expenses

$68,378,773

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Shawn Bubb
Chair
$311,211
$0 $254,737 $56,474
Andrew Holmlund
CEO MSSF
$218,129
$0 $177,636 $40,493
Dan Grabowska
Trustee
$162,236
$0 $119,121 $43,115
Sarah Piper
Trustee
$151,676
$0 $92,920 $58,756
Brad Moore
Vice Chair
$150,655
$0 $113,143 $37,512

Benchmark Employee Compensation

Non-Employee Board Members

Wade Sundby
Trustee
$130,869
$0 $112,768 $18,101
Patricia Toavs
Trustee
$107,941
$0 $74,951 $32,990
Mark Roesler-Begalke
Treasurer
$30,561
$0 $28,069 $2,492
Gayle Venturelli
Trustee
No compensation reported
Tom McLaughlin
Trustee
No compensation reported

Contractors

Montana School Services Foundation
Program Administration
$2,046,331
Health Care Service Corporation
Claims Administration
$1,548,771
Marsh Mclennan Agency
Agent Commissions and Consulting
$537,475
Businessolver
Enrollment and Aca
$265,561
Sw MT Insurance Center
Agent Commissions
$249,525

Mission Statement

MONTANA UNIFIED SCHOOL TRUST (MUST) IS COMMITTED TO SERVING SCHOOLS AND SCHOOL RELATED ENTITIES IN MONTANA. MUST ENDEAVORS TO PROVIDE THE BEST BENEFIT PLANS AVAILABLE, THE FINEST SERVICE IN THE INDUSTRY, THE MOST COST EFFECTIVE MANAGEMENT, AND LEADING EDGE WELLNESS SERVICES, ALL WITH A SOLID FINANCIAL BASE ON WHICH MEMBERS CAN DEPEND. OUR VISION IS TO BE THE MOST TRUSTED BENEFITS PROVIDER IN MONTANA.

Revisions to this organization profile

May 9, 2024:
2023 Montana Unified School Trust 990 filed
May 2, 2023:
2022 Montana Unified School Trust 990 filed
April 21, 2022:
2021 Montana Unified School Trust 990 filed

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