2024-09-05T13:55:02-05:00 2023-12-31 480567703 PINION LLC 1821 SOUTH AVENUE WEST 5TH FLOOR MISSOULA MT 59801 990 2023-01-01 810360771 MONTANA LIFE & HEALTH INSURANCE GUARANTY ASSOCIATION MONT 4064598441 PO BOX 8247 MISSOULA MT 598078247 JANICE S VANRIPER EXECUTIVE DIRECTOR 4064598441 2024-08-14 1 0 IRIS OWEN P01259219 4067217800 2024-08-14 2023 2024-08-08 14:25:15Z JANICE S VANRIPER PO BOX 8247 MISSOULA MT 59807 2959731 0 X N/A X 1974 MT PROVIDE PROTECTIONS TO POLICYHOLDERS OF IMPAIRED OR INSOLVENT INSURERS 8 8 0 8 0 0 0 0 334000 829448 82956 301933 19313 21413 436269 1152794 0 0 0 0 113085 120000 0 0 0 225924 253396 339009 373396 97260 779398 8869935 9649333 1538224 1538224 7331711 8111109 MONTANA LIFE & HEALTH INSURANCE GUARANTY ASSOCIATION WAS ESTABLISHED TO PROVIDE CERTAIN PROTECTIONS TO POLICYHOLDERS OF IMPAIRED OR INSOLVENT INSURERS IN ACCORDANCE WITH MONTANA STATUTES TITLE 33, CHAPTER 10, PART 2. 0 0 PAYMENT OF LIFE, HEALTH AND ANNUITY CLAIMS TO INSURED INDIVIDUALS AND ADDRESS OTHER CONTRACTUAL OBLIGATIONS OF EXISTING INSURANCE POLICIES OF INSOLVENT INSURERS. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 X JANICE S VANRIPER 4064598441 PO BOX 8247 MISSOULA MT 59807 ASHLEE STRONG DIRECTOR-PUBLIC MEMBER 1.00 X 0 0 0 LESLEY VON ESCHEN DIRECTOR-PUBLIC MEMBER 1.00 X 0 0 0 FARM BUREAU LIFE INSURANCE COMPANY DIRECTOR 1.00 X 0 0 0 STANDARD INSURANCE COMPANY DIRECTOR 1.00 X 0 0 0 ALLEGIANCE COMPANIES DIRECTOR 1.00 X 0 0 0 BLUE CROSS AND BLUE SHIELD OF MONTANA DIRECTOR 1.00 X 0 0 0 UNITED HEALTHCARE INSURANCE COMPANY DIRECTOR 1.00 X 0 0 0 MOUNTAIN WEST HEALTH CO-OP DIRECTOR 1.00 X 0 0 0 JANICE VANRIPER EXECUTIVE DIRECTOR 20.00 X 151073 0 0 151073 0 0 1 0 1 0 JANICE VANRIPER PO BOX 8247 MISSOULA MT 59807 ADMINISTRATIVE SERVICES 151073 1 ASSESSMENTS 525920 475200 475200 ESTATE DISTRIBUTIONS 525920 354248 354248 829448 284704 284704 32276 32276 1791890 1806937 -15047 -15047 -15047 PREMIUM INCOME 525920 19313 19313 OTHER INCOME 900099 2100 2100 21413 1152794 850861 0 301933 120000 14292 41623 35360 NOLHGA DUES & ASSESSMEN 73808 MISCELLANEOUS 33041 CLAIMS 32278 COMPUTER SERVICES 21542 1452 373396 598122 211374 273248 2208416 7998565 7229543 8869935 9649333 1538224 1538224 1538224 1538224 X 5822487 5822487 0 0 1509224 2288622 7331711 8111109 8869935 9649333 779398 0 X X 0 1 X 1 0 0 ASSESSMENT CREDIT CARRYOVERS 1538224 1538224 X 1152794 0 1152794 0 1152794 373396 0 373396 0 373396 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6); THEREFORE, NO EXPENDITURES FOR FEDERAL INCOME TAXES HAS BEEN RECORDED. THE ASSOCIATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS, AS THEY RELATED TO POTENTIAL UNRELATED BUSINESS INCOME TAX, WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. THE ASSOCIATION WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE SHOULD THEY OCCUR. THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES IN 2023 OR 2022. 0 0 0 JANICE VANRIPER EXECUTIVE DIRECTOR 151073 0 0 0 0 0 0 0 0 0 151073 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS AN AGREEMENT FOR ADMINISTRATIVE SERVICES WITH JANVAN, LLC PURSUANT TO WHICH THE PRESIDENT AND OWNER, JAN VANRIPER, SERVES AS EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 UNDER MONTANA STATUTES ALL INSURANCE COMPANIES AUTHORIZED TO SELL LIFE INSURANCE, ANNUITY CONTRACTS OR HEALTH INSURANCE IN MONTANA ARE REQUIRED TO BE MEMBERS ("MEMBER INSURERS") OF THE ASSOCIATION FORM 990, PART VI, SECTION A, LINE 7A UNDER MONTANA STATUTES ALL INSURANCE COMPANIES AUTHORIZED TO SELL LIFE INSURANCE, ANNUITY CONTRACTS OR HEALTH INSURANCE IN MONTANA ARE REQUIRED TO BE MEMBERS ("MEMBER INSURERS") OF THE ASSOCIATION FORM 990, PART VI, SECTION A, LINE 7B PER MONTANA STATUTE, FIVE DIRECTORS ARE ELECTED BY THE MEMBER INSURERS, SUBJECT TO APPROVAL BY THE INSURANCE COMMISSIONER, AND 2 DIRECTORS ARE APPOINTED BY THE INSURANCE COMMISSIONER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS SUBMITTED TO THE ASSOCIATION BOARD OF DIRECTORS ELECTRONICALLY FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S WRITTEN CONFLICT OF INTEREST AND ETHICS POLICY IS DELIVERED ANNUALLY TO OFFICERS, DIRECTORS AND CONSULTANTS AND COMPLETED, SIGNED QUESTIONNAIRES ARE RETURNED TO EXECUTIVE DIRECTOR (ED) FOR REVIEW AND DISPOSITION BY ED, CHAIR AND COUNSEL, WHO REPORT ON DISCLOSURES AND DETERMINATIONS TO THE BOARD FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMING COMPENSATION OF THE ORGANIZATION EXECUTIVE DIRECTOR INCLUDES BOARD REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE TO THE AUDIT COMMITTEE'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.