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EIN 81-0407145

Montana Unified School Trust (MUST)

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Helena
State
Montana
Year formed
1987
Most recent tax filings
2023-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
MUST was started on July 1, 1987, for the purpose of ensuring that Montana’s public schools had options available when it came to providing health benefits for their employees. We are a multi-employer, self-funded, non-federal government plan, federally regulated by the Public Health Service Act. To serve the public education community of Montana by providing high-quality, cost-effective health benefit plans and services through the Montana Unified School Trust. To be the most trusted benefits provider in Montana.
Related structure
MUST is a subordinate organization under Montana Federation of Public Employees / Mfpe.
Total revenues
$66,253,538
2023
Total expenses
$68,378,773
2023
Total assets
$18,696,348
2023
Num. employees
0
2023

Program areas at MUST

Montana Unified School Trust (must) provides medical, dental, and vision benefits, life insurance, ad&d, and disability benefits for School district employees and their dependents throughout Montana. We served 5,200 employees throughout the year.

Personnel at MUST

NameTitleCompensation
Andy HolmlundChief Executive Officer$0
Dena GormelyChief Financial Officer MSSF
Mark Roesler-BegalkeTreasurer$0
Brad MooreVice Chair$0
Shawn BubbChair$0
...and 6 more key personnel

Financials for MUST

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$65,616,539
Investment income and dividends$334,164
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$302,835
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$66,253,538

Form 990s for MUST

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-09990View PDF
2022-062023-05-02990View PDF
2021-062022-04-21990View PDF
2020-062021-05-12990View PDF
2019-062021-06-07990View PDF
...and 9 more Form 990s
Data update history
July 15, 2024
Used new vendors
Identified 1 new vendor, including
February 28, 2024
Updated personnel
Identified 3 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 26, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
PO Box 4579
Helena, MT 59604
County
Lewis and Clark County, MT
Website URL
mustbenefits.org/ 
Phone
(406) 457-4400
IRS details
EIN
81-0407145
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1987
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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