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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 2017. Filed on March 28, 2018.

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 2017 IRS Form 990 filing, Montana Unified School Trust, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 2 employees. Among the employees shown here, the average compensation is $117,812. The highest compensated employee at Montana Unified School Trust is Christina Sharp with fiscal year 2017 compensation of $162,393.

Revenue, expenses, and employee compensation

Revenue

$54,716,518

Expenses

$50,365,709

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Christina Sharp
Former Chief Executive Officer
$162,393
$0 $128,194 $34,199
Andy Holmlund
Chief Executive Officer
$73,230
$0 $58,917 $14,313

Benchmark Employee Compensation

Non-Employee Board Members

Rich Nelson
Non-Voting Board Member
$4,000
$4,000 No related compNo other comp
Bruce Mihelish
Non-Voting Board Member
$3,000
$3,000 No related compNo other comp
Paul Finnicum
Trustee
No compensation reported
Eldon Chad Johnson
Trustee
No compensation reported
Patricia Toavs
Trustee
No compensation reported
Jack Babon
Chair
No compensation reported
Diane Fladmo
Trustee
No compensation reported
Ken Taylor
Trustee
No compensation reported
Shawn Bubb
Trustee
No compensation reported
Mark Roesler-Begalke
Treasurer
No compensation reported
Brad Moore
Vice Chair
No compensation reported

Contractors

Montana School Services Foundation
Program Administration
$2,228,412
Health Care Service Corporation
TPA Claims
$2,154,867
Re-Solutions Intermediaries LLC
Reinsurance
$632,214
Paynewest
Insurance Agent Commissions
$415,625
Segal
Actuary
$326,237

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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