Montana Unified School Trust

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 810407145 ✦ Helena, MT ✦ Designated as a 501(c)(9)

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Overview

What is Montana Unified School Trust?

The Montana Unified School Trust (MUST) is a nonprofit organization based in Helena, Montana, specifically at PO Box 4579. This entity focuses on serving the public education community of Montana by offering high-quality, cost-effective health benefit plans through the Montana Unified School Trust. MUST provides medical, dental, and vision benefits, life insurance, accident and disability benefits for school district employees and their dependents across the state. They served approximately 5,000 employees throughout the year and are dedicated to ensuring the best benefit plans, finest service, most cost-effective management, and leading edge wellness services, all backed by a solid financial base. MUST's commitment to Montana schools and school-related entities is reflected in their mission to provide trustworthy benefits solutions.


Official website here: www.mustbenefits.org

Is Montana Unified School Trust legitimate?

Montana Unified School Trust is a legitimate nonprofit organization registered as a 501(c)(9) entity. Montana Unified School Trust submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.mustbenefits.org

What is the mission statement of Montana Unified School Trust?

The Montana Unified School Trust (MUST) is dedicated to serving schools and related entities in Montana. MUST strives to offer the best benefit plans, exceptional industry service, cost-effective management, and advanced wellness services. With a solid financial foundation, MUST aims to be the most trusted benefits provider in Montana. Their commitment extends to delivering high-quality, affordable health benefit plans to their members. MUST's vision is to provide unparalleled support, enabling Montana's education community to focus on their essential missions.


Official website here: www.mustbenefits.org

Who is the CEO of Montana Unified School Trust?

Andrew Holmlund is the Chair of Montana Unified School Trust. The CEO's salary of Montana Unified School Trust is $0 and their total compensation is $210,480.


Official website here: www.mustbenefits.org

What is the revenue of Montana Unified School Trust?

Montana Unified School Trust's revenue in 2022 was $61,405,504.


Official website here: www.mustbenefits.org

Who are the executives of Montana Unified School Trust and what are their salaries?

There 9 volunteers at Montana Unified School Trust.


Here are 10 key members and their salaries (Montana Unified School Trust's CEO's salary is $0 and their total compensation is $210,480):


Jack Babon (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brad Moore (Vice Chair)
  • Compensation: $0
  • Related: $73,899
  • Other: $33,974
Mark Roesler-Begalke (Treasurer)
  • Compensation: $0
  • Related: $27,863
  • Other: $2,542
Shawn Bubb (Trustee)
  • Compensation: $0
  • Related: $202,510
  • Other: $49,251
Dan Grabowska (Trustee)
  • Compensation: $0
  • Related: $120,106
  • Other: $37,634
Sarah Piper (Trustee)
  • Compensation: $0
  • Related: $88,566
  • Other: $56,833
Dr Doug Reisig (Trustee)
  • Compensation: $0
  • Related: $197,951
  • Other: $32,116
Patricia Toavs (Trustee)
  • Compensation: $0
  • Related: $76,775
  • Other: $24,187
Gayle Venturelli (Trustee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Holmlund (Ceo Mssf)
  • Compensation: $0
  • Related: $172,484
  • Other: $37,996


Official website here: www.mustbenefits.org

Where can I find the form 990 for Montana Unified School Trust?

Montana Unified School Trust's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.mustbenefits.org

Learn more at the official website: www.mustbenefits.org

Mission Statement of Montana Unified School Trust

Montana Unified School Trust (MUST) is a dedicated organization aimed at serving the public education community in Montana. With a commitment to excellence, MUST strives to provide top-notch, cost-effective health benefit plans for schools and school-related entities within the state. The trust prioritizes delivering the finest service in the industry, ensuring a solid financial base that members can rely upon.

In pursuit of its mission, MUST offers a range of benefit plans designed to cater to the unique needs of Montana's educational sector. These plans are not only competitive but also feature leading-edge wellness services, making them the preferred choice for many schools and entities in the state. By providing the best benefit plans available, MUST offers its members peace of mind, allowing them to focus on their core mission: educating Montana's future generations.

Moreover, MUST's vision extends beyond just benefit plans. The organization aspires to be the most trusted benefits provider in Montana. This ambition is reflected in its unwavering dedication to cost-effective management and its ongoing efforts to stay abreast of industry advancements, ensuring that its members have access to the latest solutions and services. With its member-centric approach, Montana Unified School Trust (MUST) continues to make a significant impact in the education sector of Montana.

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Impact




October, 2024

Montana Unified School Trust plays a crucial role in supporting the public education community in Montana by offering a range of high-quality, cost-effective health benefit plans. By providing comprehensive medical, dental, and vision benefits, as well as life insurance, accidental death and dismemberment (AD&D) coverage, and disability benefits, MUST ensures that school district employees and their dependents—over 5,000 individuals—have access to essential healthcare services.

The organization's commitment to delivering superior service and effective management translates into reliable support for schools and school-related entities across the state. With a focus on wellness services and financial stability, Montana Unified School Trust aims to be the most trusted benefits provider in the region, enhancing the overall well-being of education professionals and contributing to a healthier work environment in Montana's schools.




This information is meant to be a general summary of Montana Unified School Trust. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$61,405,504 (2022)
Expenses
$65,723,693 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $459,634
  • Program Service Revenue: $60,945,870
  • Gross Receipts: $63,411,570

Assets and Liabilities:

  • Total Assets: $19,882,347
  • Total Liabilities: $9,762,759
  • Net Assets: $10,119,588

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

PREMIUM CONTRIBUTIONS

Revenue

$57,585,278

CLAIMS REBATES

Revenue

$3,303,582

COBRA ADMIN FEES

Revenue

$6,733

Organization Details

Founding Year

1987

Principal Officer

Andrew Holmlund

Main Address

PO BOX 4579, HELENA, MT, 59604

NTEE Category

Code: Y40 - Mutual benefit

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