2025-10-20T16:53:28-05:00 2024-12-31 480567703 PINION LLC 1821 SOUTH AVENUE WEST 5TH FLOOR MISSOULA MT 59801 990 2024-01-01 203169070 MORRISON-MAIERLE INC EMPLOYEE HEALTH BENEFIT PLAN MORR 4064953517 1 ENGINEERING PL HELENA MT 59602 SONYA LECKNER CFO 4064423050 2025-10-10 1 1 IRIS OWEN P01259219 4067217800 2025-10-10 2024 2025-03-06 01:10:19Z SONYA LECKNER 1 ENGINEERING PLACE HELENA MT 59602 5175076 0 X WWW.M-M.NET X 2005 MT GROUP HEALTH PLAN TRUST TO PROVIDE HEALTH AND MEDICAL REIMBURSEMENT TO EMPLOYEES 7 7 0 0 78467 77467 0 0 4362870 5096609 54373 78467 0 0 4417243 5175076 0 0 3076962 3374460 0 0 0 0 0 1463760 1640118 4540722 5014578 -123479 160498 2230705 2386994 408123 406784 1822582 1980210 TO PROVIDE MEDICAL AND HEALTH REIMBURSEMENT TO EMPLOYEES. 0 0 PAYMENT OF HEALTH & WELFARE BENEFIT CLAIMS FOR PARTICIPANTS COVERED UNDER THE GROUP BENEFITS PLAN AND GROUP RETIREMENT HEALTH PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 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 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MT X MORRISON-MAIERLE INC 4064423050 1 ENGINEERING PLACE HELENA MT 59601 X DEBORAH JOHNSTON CHAIR 1.00 X X 0 0 0 JESSICA CARPS DIRECTOR 1.00 X 0 0 0 JULIE A SHIFLETT DIRECTOR 1.00 X 0 0 0 RYAN JONES DIRECTOR 1.00 X 0 0 0 KURT KEITH DIRECTOR 1.00 X 0 0 0 ARIAN BLOOMFIELD DIRECTOR 1.00 X 0 0 0 JILL COOK DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS BLUE SHIELD OF MONTANA 3645 S ALICE STREET HELENA MT 59601 ADMINISTRATIVE 1429787 1 EMPLOYER CONTRIBUTIONS 525100 3661396 3661396 PARTICIPANT CONTRIBUTI 525100 1435213 1435213 5096609 78467 78467 5175076 5096609 78467 0 X 3374460 30010 1537828 PREMIUM EXPENSES 39925 FEDERAL INCOME TAX EXPE 26951 STATE TAX INCOME EXPENS 5229 MISCELLANROUS 175 5014578 847630 930047 678688 530191 419 527 703968 926229 2230705 2386994 148123 131784 260000 275000 408123 406784 X 0 0 0 0 1822582 1980210 1822582 1980210 2230705 2386994 X 160498 12778 -15648 X X 0 1 X 1 0 0 CLAIMS PAYABLE AND CLAIMS INCURED 275000 275000 X 5187854 12778 12778 5175076 0 5175076 5015226 648 648 5014578 0 5014578 PART X, LINE 2: GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS OF ANY TAX PERIODS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: NONDEDUCTIBLE PENALTIES 648. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX ACCOUNTANT AND DELIVERED TO MORRISON-MAIERLE FOR REVIEW. THE FORM IS REVIEWED FOR ACCURACY BY BOTH THE SENIOR ACCOUNTANT AND THE CFO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES 1,436,573. WELLNESS PROGRAM 70,555. ACTUARIAL 30,000. BCBS PROFESSIONAL FEES 700. FORM 990, PART XI, LINE 9: CHANGE IN IBNR -15,000. NONDEDUCTIBLE PENALTIES -648. FORM 990, PART XI, LINE 2C: THE RESPONSIBILITY AND PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. MORRISON-MAIERLE INC & SUBSIDIARIES PO BOX 6147 HELENA MT 59604 810217149 MT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MORRISON-MAIERLE INC & SUBSIDIARIES S 3661396 COST