Civic Intelligence

Dick Anderson Construction Inc Health

EIN 85-6783886 • 501(c)9 • Helena, MT

Profile

To provide medical and health reimbursement to employees.

3424 E US Hwy 12Helena, MT 59601-9708

daconstruction.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.17x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.06x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

60th percentile

5.7%

Higher net margin than 60% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

4.9%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$3,287,854

Up $458,659 (+16%) from 2023

Liabilities

Down

$569,457

Down $183,964 (-24%) from 2023

Net Assets

Up

$2,718,397

Up $642,623 (+31%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin60th percentile

Revenue

Up

$9,042,498

Up $425,180 (+4.9%) from 2023

Expenses

Up

$8,524,599

Up $943,930 (+12%) from 2023

Net Income

Down

$517,899

Down $518,750 (-50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $1,064,570Liabilities 2021: $535,411Net Assets 2021: $529,1592021Assets 2022: $1,771,541Liabilities 2022: $690,252Net Assets 2022: $1,081,2892022Assets 2023: $2,829,195Liabilities 2023: $753,421Net Assets 2023: $2,075,7742023Assets 2024: $3,287,854Liabilities 2024: $569,457Net Assets 2024: $2,718,3972024

Highlighted filing

2024

Assets$3,287,854
Liabilities$569,457
Net Assets$2,718,397
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2021: $5,780,819Expenses 2021: $5,921,600Net Income 2021: -$140,7812021Revenue 2022: $7,323,448Expenses 2022: $6,614,318Net Income 2022: $709,1302022Revenue 2023: $8,617,318Expenses 2023: $7,580,669Net Income 2023: $1,036,6492023Revenue 2024: $9,042,498Expenses 2024: $8,524,599Net Income 2024: $517,8992024

Highlighted filing

2024

Revenue$9,042,498
Expenses$8,524,599
Net Income$517,899
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,287,854
Liabilities
$569,457
Net assets
$2,718,397
Revenue
$9,042,498
Expenses
$8,524,599
Net income
$517,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.57$2.72$9.04$8.52$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.75$2.08$8.62$7.58$1.04
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.69$1.08$7.32$6.61$0.71
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.54$0.53$5.78$5.92$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$9,042,498
Mission and Program Overview

Mission

To provide medical and health reimbursement to employees.

Group health plan trust to provide health and medical reimbursement to employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,075,774$2,718,397▲ $642,623
Savings and Temporary Cash Investments$2,249,966$2,119,215▼ $130,751
Accounts Receivable$579,229$1,148,639▲ $569,410
Prepaid Expenses and Deferred Charges$0$20,000▲ $20,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,829,195$3,287,854▲ $458,659
Liabilities
Other Liabilities$574,281$449,557▼ $124,724
Accounts Payable and Accrued Expenses$179,140$119,900▼ $59,240
Total Liabilities$753,421$569,457▼ $183,964
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,075,774$2,718,397▲ $642,623
Total Liabilities and Net Assets / Fund Balance$2,829,195$3,287,854▲ $458,659
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Allan FranklTrustee
Annie RasmussenTrustee
Corey McgreeveyTrustee
Martin SchumaTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldAdministrative3645 ALICE STREET, Helena, MT 59604$6,710,956
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,041,846
Investment Income
$652
Other Revenue
$0
Change in Net Assets
$517,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,042,498
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$9,042,498
Total Revenue per Form 990
$9,042,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,949,906
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,574,693
Fees for Services Other---$473,015
Other Expenses---$7,897
Total Functional Expenses$0$0$0$8,524,599

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,524,599
Total Expenses per Audited Statements$8,524,599
Total Expenses per Form 990$8,524,599
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred and Payable But Not$449,557
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Dick Anderson Construction Inc Health
EIN
85-6783886
Phone
4064433225
Address
3424 E US HWY 12, HELENA, MT 59601-9708

Signing Officer

Name
Corey Mcgreevey
Title
CFO
Phone
4064433225
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corey Mcgreevey
Formed
2020
Legal Domicile
Mt
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Pinion LLC
Address
1821 SOUTH AVENUE WEST 5TH FLOOR, MISSOULA, MT 59801
Preparer
Iris Owen
Phone
4067217800
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0179140
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0119900
IRS990/AccountsReceivableGrp/BOYAmt0579229
IRS990/AccountsReceivableGrp/EOYAmt01148639
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GROUP HEALTH PLAN TRUST TO PROVIDE HEALTH AND MEDICAL REIMBURSEMENT TO EMPLOYEES
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt06574693
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DICK ANDERSON CONSTRUCTION
IRS990/BooksInCareOfDetail/PhoneNum04064433225
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03424 HIGHWAY 12 EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt06710956
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03645 ALICE STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HELENA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd059604
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUE CROSS BLUE SHIELD
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt06574693
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0652
IRS990/CYOtherExpensesAmt01949906
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09041846
IRS990/CYRevenuesLessExpensesAmt0517899
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08524599
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09042498
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENT OF HEALTH & WELFARE BENEFIT CLAIMS FOR PARTICIPANTS COVERED UNDER THE GROUP BENEFITS PLAN AND GROUP RETIREMENT HEALTH PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0473015
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTIN SCHUMA
IRS990/Form990PartVIISectionAGrp/PersonNm1ALLAN FRANKL
IRS990/Form990PartVIISectionAGrp/PersonNm2COREY MCGREEVEY
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNIE RASMUSSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09042498
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0652
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0652
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL AND HEALTH REIMBURSEMENT TO EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02075774
IRS990/NetAssetsOrFundBalancesEOYAmt02718397
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0124724
IRS990/OtherExpensesGrp/Desc0PREMIUM EXPENSES
IRS990/OtherExpensesGrp/Desc1BUSINESS LICENSE AND PE
IRS990/OtherExpensesGrp/TotalAmt01468994
IRS990/OtherExpensesGrp/TotalAmt17897
IRS990/OtherLiabilitiesGrp/BOYAmt0574281
IRS990/OtherLiabilitiesGrp/EOYAmt0449557
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020000
IRS990/PrincipalOfficerNm0COREY MCGREEVEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/BusinessCd3525100
IRS990/ProgramServiceRevenueGrp/BusinessCd4525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE HSA CONTRIBUT
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYEE LIFE AND DISA
IRS990/ProgramServiceRevenueGrp/Desc3COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4SPOUSAL SURCHARGE REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08646750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1235667
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt268573
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt348343
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt442513
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1235667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt268573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt348343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt442513
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06210530
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0335
IRS990/PYOtherExpensesAmt01370139
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08616983
IRS990/PYRevenuesLessExpensesAmt01036649
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07580669
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08617318
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0517899
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02075774
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt02249966
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08524599
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0449557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS INCURRED AND PAYABLE BUT NOT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09042498
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalLiabilityAmt0449557
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED FOR ACCURACY BY THE CFO PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFIT OBLIGATION: CLAIMS INCURRED BUT NOT REPORTED 124,724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSISTENT WITH PRIOR YEAR, THE COMMITTEE PROVIDES OVERSIGHT FOR HEALTH AND WELFARE PLAN ADMINISTRATION AND SELECTS EXTERNAL AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990, PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0810380463
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DICK ANDERSON CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03424 HIGHWAY 12 EAST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MT
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IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08646750
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DICK ANDERSON CONSTRUCTION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
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IRS990/SchoolOperatingInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02829195
IRS990/TotalAssetsEOYAmt03287854
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IRS990/TotalAssetsGrp/EOYAmt03287854
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02075774
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02718397
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09041846
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09041846
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09042498
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0652
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03424 HIGHWAY 12 EAST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COREY MCGREEVEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04064433225
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DICK ANDERSON CONSTRUCTION INC HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND WELFARE BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0DICK
ReturnHeader/Filer/EIN0856783886
ReturnHeader/Filer/PhoneNum04064433225
ReturnHeader/Filer/USAddress/AddressLine1Txt03424 E US HWY 12
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ReturnHeader/Filer/USAddress/ZIPCd0596019708
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480567703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINION LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01821 SOUTH AVENUE WEST 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSOULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059801
ReturnHeader/PreparerPersonGrp/PhoneNum04067217800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRIS OWEN
ReturnHeader/ReturnTs02025-11-13T23:52:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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