2025-11-13T23:52:02-06:00 2024-12-31 480567703 PINION LLC 1821 SOUTH AVENUE WEST 5TH FLOOR MISSOULA MT 59801 990 2024-01-01 856783886 DICK ANDERSON CONSTRUCTION INC HEALTH AND WELFARE BENEFIT PLAN DICK 4064433225 3424 E US HWY 12 HELENA MT 596019708 COREY MCGREEVEY CFO 4064433225 2025-11-13 1 1 IRIS OWEN P01259219 4067217800 2025-11-13 2024 2025-03-06 01:10:19Z COREY MCGREEVEY 3424 HIGHWAY 12 EAST HELENA MT 59601 9042498 0 X DACONSTRUCTION.COM X 2020 MT GROUP HEALTH PLAN TRUST TO PROVIDE HEALTH AND MEDICAL REIMBURSEMENT TO EMPLOYEES 4 4 0 4 652 0 0 0 8616983 9041846 335 652 0 0 8617318 9042498 0 0 6210530 6574693 0 0 0 0 0 1370139 1949906 7580669 8524599 1036649 517899 2829195 3287854 753421 569457 2075774 2718397 TO PROVIDE MEDICAL AND HEALTH REIMBURSEMENT TO EMPLOYEES. 0 0 PAYMENT OF HEALTH & WELFARE BENEFIT CLAIMS FOR PARTICIPANTS COVERED UNDER THE GROUP BENEFITS PLAN AND GROUP RETIREMENT HEALTH PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X DICK ANDERSON CONSTRUCTION 4064433225 3424 HIGHWAY 12 EAST HELENA MT 59601 X MARTIN SCHUMA TRUSTEE 1.00 X X 0 0 0 ALLAN FRANKL TRUSTEE 1.00 X X 0 0 0 COREY MCGREEVEY TRUSTEE 1.00 X X 0 0 0 ANNIE RASMUSSEN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD 3645 ALICE STREET HELENA MT 59604 ADMINISTRATIVE 6710956 1 EMPLOYER CONTRIBUTIONS 525100 8646750 8646750 EMPLOYEE HSA CONTRIBUT 525100 235667 235667 EMPLOYEE LIFE AND DISA 525100 68573 68573 COBRA CONTRIBUTIONS 525100 48343 48343 SPOUSAL SURCHARGE REVE 525100 42513 42513 9041846 652 652 9042498 9041846 652 0 6574693 473015 PREMIUM EXPENSES 1468994 BUSINESS LICENSE AND PE 7897 8524599 2249966 2119215 579229 1148639 0 20000 2829195 3287854 179140 119900 574281 449557 753421 569457 X 0 0 0 0 2075774 2718397 2075774 2718397 2829195 3287854 X 517899 124724 X X 0 1 X 1 0 0 CLAIMS INCURRED AND PAYABLE BUT NOT 449557 449557 X 9042498 0 9042498 0 9042498 8524599 0 8524599 0 8524599 PART X, LINE 2: THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED NOVEMBER 16, 2021, STATING THAT THE PLAN WAS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, THEY BELIEVE THAT THE RELATED TRUST IS TAX EXEMPT. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FOR ACCURACY BY THE CFO PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BENEFIT OBLIGATION: CLAIMS INCURRED BUT NOT REPORTED 124,724. 990, PART XII LINE 2C CONSISTENT WITH PRIOR YEAR, THE COMMITTEE PROVIDES OVERSIGHT FOR HEALTH AND WELFARE PLAN ADMINISTRATION AND SELECTS EXTERNAL AUDITOR. DICK ANDERSON CONSTRUCTION INC 3424 HIGHWAY 12 EAST HELENA MT 59601 810380463 CONSTRUCTION MT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 DICK ANDERSON CONSTRUCTION INC S 8646750 COST