2015-05-14T18:09:28-05:00 2014-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC 828 GREAT NORTHERN BLVD HELENA MT 59601 990 2013-07-01 810407145 MONTANA UNIFIED SCHOOL TRUST MONT 4064574400 PO BOX 4579 HELENA MT 59601 ERIC SCHINDLER CHIEF EXECUTIVE OFFICER 4064574400 2015-05-13 1 PATRICIA J NELSON P00102078 4064421040 2015-05-13 2013 2016-02-25 16:41:14Z ERIC SCHINDLER PO BOX 4579 HELENA MT 59601 32644770 0 X WWW.MUSTBENEFITS.ORG X 1987 MT TO SERVE THE PUBLIC EDUCATION COMMUNITY OF MONTANA BY PROVIDING HIGH-QUALITY, COST-EFFECTIVE HEALTH BENEFIT PLANS THROUGH THE MONTANA UNIFIED SCHOOL TRUST. 8 8 0 8 0 0 0 0 34888352 30498134 89561 110140 3355 3296 34981268 30611570 0 0 26954201 27789786 0 0 0 0 0 3519908 3739920 30474109 31529706 4507159 -918136 13074698 12880780 4808017 5379746 8266681 7501034 X 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, LEADING-EDGE WELLNESS SERVICES, AND ALL WITH A SOLID FINANCIAL BASE ON WHICH MEMBERS CAN DEPEND. OUR VISION IS TO BE THE MOST TRUSTED BENEFITS PROVIDER IN MONTANA. 0 0 31529706 30501430 MONTANA UNIFIED SCHOOL TRUST (MUST) PROVIDES MEDICAL, DENTAL, AND VISION BENEFITS, LIFE INSURANCE, AD&D, AND DISABILITY BENEFITS FOR SCHOOL DISTRICT EMPLOYEES AND THEIR DEPENDENTS THROUGHOUT MONTANA. WE SERVED OVER 2,800 EMPLOYEES THROUGHOUT THE YEAR. 31529706 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 9 0 1 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 0 1 0 0 0 1 0 0 0 X MONTANA UNIFIED SCHOOL TRUST 4064574400 725 N MONTANA HELENA MT 59601 MARK HALVORSON TRUSTEE 1.00 X 0 0 0 DR JAN RIEBHOFF CHAIR 1.00 X X 0 0 0 DIANE FLADMO TREASURER 1.00 X X 0 0 0 SHAWN BUBB TRUSTEE 1.00 X 0 0 0 BRAD MOORE TRUSTEE 1.00 X 0 0 0 BRUCE MIHELISH NON-VOTING MEMBER 1.00 X 4000 0 0 RICH NELSON NON-VOTING MEMBER 1.00 X 1000 0 0 JENNIFER O'CONNOR TRUSTEE 1.00 X 0 0 0 JACK BABON TRUSTEE 1.00 X 0 0 0 SCOTT MCKENZIE TRUSTEE 1.00 X 0 0 0 CONNIE WELCH NON-VOTING MEMBER 1.00 X 3000 0 0 ERIC SCHINDLER CEO 3.00 X 0 0 0 8000 0 0 0 0 0 0 MONTANA SCHOOL SERVICES FOUNDATION PO BOX 4579 HELENA MT 59604 PROGRAM ADMINISTRATION 1774716 FIRST CHOICE HEALTH PO BOX 94041 SEATTLE WA 98124 CLAIMS TPA 993854 RE-SOLUTIONS INTERMEDIARIES 10 SOUTH 5TH STREET MINNEAPOLIS MN 55402 REINSURANCE 615000 TWO MEDICINE PO BOX 3505 BOZEMAN MT 59772 WELLNESS & DATA AGGREGATION SERVICES 399086 SEGAL 1230 WEST WASHINGTON STREET SUITE TEMPE AZ 852811248 ACTUARY SERVICES 345526 7 PREMIUM CONTRIBUTIONS 525100 30165492 30165492 CLAIMS REBATES 525100 329864 329864 COBRA ADMIN FEES 525100 2778 2778 30498134 117771 117771 2025569 2033200 -7631 -7631 -7631 3296 3296 3296 30611570 30501430 0 110140 X 27789786 2720681 50385 27000 22886 486717 12500 25043 12252 48011 SPONSORSHIP FEES 316403 MISCELLANEOUS 13980 PRINTING 4062 31529706 4435276 2635603 446262 300409 23211 35670 8147532 9889981 22417 19117 13074698 12880780 235800 509853 771651 790154 3800566 4079739 4808017 5379746 X 0 0 0 0 8266681 7501034 8266681 7501034 13074698 12880780 X -918136 152489 X X 0 1 X 1 0 0 OTHER PAYABLES 180739 EST PREMIUM BENEFITS INCURRED BUT NOT PAID 3899000 4079739 X 30764059 152489 152489 30611570 0 30611570 31529706 0 31529706 0 31529706 PART X, LINE 2: THE TRUST IS GENERALLY NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2011. THE TRUST'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITH THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS, AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT THE TRUST HAS NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET APPRECIATION IN FAIR VALUE OF INVESTMENTS 152,489. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP INCLUDES EMPLOYEES, RETIREES (PURSUANT TO SECTION 2-18-704, MCA), AND OFFICERS OF MONTANA SCHOOL DISTRICTS, AND OTHER SCHOOL RELATED ENTITIES FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES FOR THE MONTANA UNIFIED SCHOOL TRUST ARE APPOINTED BY THE BOARD OF DIRECTORS OF MONTANA SCHOOL SERVICES FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE CEO AND CFO OF THE MANAGING ORGANIZATION THOROUGHLY REVIEW THE 990 BEFORE SIGNING AND SENDING TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G ACTUARY FEES 441,649. CONSULTING FEES 45,068. FORM 990, PART XI, LINE 9: NET APPRECIATION IN FAIR VALUE OF INVESTMENTS 152,489. FORM 990, PART XII, LINE 2C - RESPONSIBILITY OF AUDIT: THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS. MONTANA SCHOOL BOARDS ASSOCATION 863 GREAT NORTHERN BLVD STE 301 HELENA MT 59601 810247703 PUBLIC EDUCATION ADVOCACY MT 501(C)(3) LINE 9 N/A 0 SCHOOL ADMINISTRATORS OF MONTANA 900 N MONTANA STE A-4 HELENA MT 59601 810371541 EDUCATION FOR MONTANA SCHOOL ADMINISTRATORS MT 501(C)(3) LINE 9 N/A 0 MEA-MFT 1232 E 6TH AVENUE HELENA MT 59601 810169635 ADVOCATES FOR MEMBERS MT 501(C)(6) N/A 0 AMSTERDAM SCHOOL DISTRICT ANACONDA SCHOOL DISTRICT (ADMIN AND CLASSIFIED) ARROWHEAD SCHOOL DISTRICT ASHLAND ELEMENTARY SCHOOL AVON SCHOOL DISTRICT BASIN SCHOOL DISTRICT BEAVERHEAD COUNTY HIGH SCHOOL BELFRY SCHOOL DISTRICT BELGRADE SCHOOL DISTRICT BENTON LAKE ELEMENTARY BIG COUNTRY COOP BLUE CREEK SCHOOL DISTRICT BRIDGER SCHOOL DISTRICT BROCKTON SCHOOL DISTRICT BUTTE SCHOOL DISTRICT (FOOD SERVICE AND CLEANERS) BYNUM SCHOOL DISTRICT CANYON CREEK SCHOOL DISTRICT CARDWELL SCHOOL DISTRICT CASCADE SCHOOL DISTRICT CLINTON SCHOOL DISTRICT COTTONWOOD ELEMENTARY COTTONWOOD ELEMENTARY-BOZEMAN CULBERTSON SCHOOL DISTRICT CUSTER COUNTY RURAL TEACHERS DENTON SCHOOL DISTRICT DESMET ELEMENTARY SCHOOL DISTRICT DIVIDE SCHOOL DISTRICT DIXON SCHOOL DISTRICT DODSON SCHOOL DISTRICT DUPUYER SCHOOL DISTRICT EAST GLACIER PARK GRADE SCHOOL ELDER GROVE ELEMENTARY ELYSIAN SCHOOL DISTRICT FLATHEAD SPECIAL EDUCATION COOP FORTINE ELEMENTARY FRAZER SCHOOL DISTRICT FROID SCHOOL DISTRICT FROMBERG SCHOOL DISTRICT FRONTIER SCHOOL DISTRICT GALLATIN GATEWAY SCHOOL DISTRICT GALLATIN-MADISON SPECIAL ED GARDINER SCHOOL DISTRICT GLASGOW SCHOOL DISTRICT GOLD CREEK SCHOOL DISTRICT GRASS RANGE PUBLIC SCHOOLS GREAT DIVIDE EDUCATION SERVICES GREYCLIFF SCHOOL DISTRICT HARDIN SCHOOL DISTRICT HARLOWTON SCHOOL DISTRICT HARRISON SCHOOL DISTRICT HEART BUTTE SCHOOL DISTRICT HELLGATE ELEMENTARY HINSDALE PUBLIC SCHOOLS INDEPENDENT SCHOOL DISTRICT JORDAN SCHOOL DISTRICT JUDITH GAP SCHOOL DISTRICT KALISPELL SCHOOL DISTRICT LAME DEER SCHOOL DISTRICT LAMOTTE ELEMENTARY LAVINA SCHOOL DISTRICT LIBERTY ELEMENTARY SCHOOL LONE ROCK SCHOOL DISTRICT LUSTRE SCHOOL DISTRICT LUTHER SCHOOL DISTRICT MARION SCHOOL DISTRICT MASBO MCLEOD ELEMENTARY SCHOOL MEDICINE LAKE SCHOOL DISTRICT MELROSE SCHOOL DISTRICT MELSTONE PUBLIC SCHOOL MIAMI SCHOOL DISTRICT MONFORTON SCHOOL DISTRICT MONTANA ORGANIZING PROJECT NORTHCENTRAL LEARNING NORTHERN CHEYENNE TRIBAL SCHOOL OPHEIM SCHOOL DISTRICT PARK COUNTY COOP PHILIPSBURG SCHOOL DISTRICT (CLASSIFIED) PINE CREEK ELEMENTARY SCHOOL POPLAR SCHOOL DISTRICT POPLAR SCHOOL DISTRICT (CERTIFIED) POTOMAC SCHOOL DISTRICT POWER SCHOOL DISTRICT PRAIRIE VIEW SCHOOL DISTRICT PRYOR SCHOOL DISTRICT RAMSAY SCHOOL DISTRICT RAPELJE SCHOOL DISTRICT RAU ELEMENTARY REED POINT SCHOOL DISTRICT REICHLE SCHOOL DISTRICT RESA4U RICHEY SCHOOL DISTRICT ROOSE-VALLEY SCHOOL DISTRICT ROSEBUD SCHOOL DISTRICT ROY SCHOOL DISTRICT RYEGATE SCHOOL DISTRICT SAVAGE SCHOOL DISTRICT SEELEY LAKE SCHOOL DISTRICT SHERIDAN SCHOOL DISTRICT SHIELDS VALLEY SCHOOL DISTRICT SIDNEY SCHOOL DISTRICT SOMERS SCHOOL DISTRICT ST REGIS SCHOOL DISTRICT SUN RIVER SCHOOL DISTRICT SUNSET SCHOOL DISTRICT TARGET RANGE SCHOOL DISTRICT (ADMIN) TOWNSEND SCHOOL DISTRICT TROUT CREEK SCHOOL DISTRICT TURNER SCHOOL DISTRICT TWIN BRIDGES SCHOOL DISTRICT ULM ELEMENTARY SCHOOL UPPER WEST SHORE ELEMENTARY SCHOOL VALLEY VIEW SCHOOL DISTRICT VAUGHN SCHOOL DISTRICT WESTBY SCHOOL DISTRICT WILLOW CREEK SCHOOL DISTRICT WINIFRED SCHOOL DISTRICT (CERTIFIED) WINNETT SCHOOL DISTRICT WISE RIVER SCHOOL DISTRICT WOLF CREEK SCHOOL DISTRICT WOLF POINT SCHOOL DISTRICT WOODMAN SCHOOL DISTRICT YELLOWSTONE WEST SCHOOL DISTRICT 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 MEA-MFT L 721053 FMV MONTANA SCHOOL BOARDS ASSOCIATION L 175289 FMV MEA-MFT M 100000 FMV MONTANA SCHOOL BOARDS ASSOCIATION M 100000 FMV SCHOOL ADMINISTRATORS OF MONTANA M 100000 FMV