2025-09-05T16:25:18-05:00 2024-12-31 873803779 ONEBRIDGE BENEFITS INC 170 FRANKLIN ST BUFFALO NY 142022412 990EZ 2024-01-01 882394928 PLAN SPONSOR TRUST OF MONTANA HIGH SCHOOL ASSOCIATION PLAN 7162456100 PO BOX 4391 CLINTON IA 527334391 PATRICIA REIMANN TRUSTEE REPRESENTATIVE 7162456100 2025-09-05 1 1 P03103023 7162456100 2025-09-05 2024 2025-03-06 01:10:19Z X X N/A X X 5096 X 3000 2096 5096 4065 4065 1031 59775 2886 63692 59775 63692 59775 63692 0 0 59775 63692 X THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN. 0 0 X ALTA TRUST TRUSTEE 0.00 0 0 10 WASHINGTON TRUST BANK TRUSTEE 0.00 0 0 7 X 0 0 0 0 0 0 0 0 ONEBRIDGE BENEFITS INC 170 FRANKLIN STREET SUITE 700 BUFFALO NY 14202 7162456100 0 0 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 2,096. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: GAIN/(LOSS) ON INVESTMENT. AMOUNT: 2,886. FORM 990-EZ, PART IV EFFECTIVE AS OF APRIL 1, 2024, THE ORIGINAL TRUSTEE, WASHINGTON TRUST BANK, RESIGNED AS TRUSTEE AND WAS REPLACED BY ALTA TRUST COMPANY, A TRUST COMPANY ORGANIZED UNDER THE LAWS OF SOUTH DAKOTA AND UNDER REGULATION AS A TRUST COMPANY BY THE SOUTH DAKOTA BANKING DEPARTMENT. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.