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Original filing (PDF)20250414162058NAL0003957490001
DISTRICT XI HUMAN RESOURCE COUNCIL
Form 5500-SF
FILING_RECEIVED
DISTRICT XI HUMAN RESOURCE COUNCIL VEBA
Health & welfare plan
Active participants
29
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DISTRICT XI HUMAN RESOURCE COUNCIL.
Plan sponsor
Name
DISTRICT XI HUMAN RESOURCE COUNCIL
EIN
81-0332017
Address
1801 S HIGGINS · MISSOULA, MT · 59801
Phone
(406) 728-3710
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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