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Original filing (PDF)20251013103620NAL0000494931004
IDAHO AGC BENEFIT PLAN TRUST
Form 5500
FILING_RECEIVED
IDAHO AGC BENEFIT PLAN
Health & welfare plan
Signals · 2
~3397 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,976
Accounts w/ balance
—
Plan assets (EOY)
$141K
Net assets (EOY)
$82K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 3397 bps in Schedule C fees — 2050% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDAHO AGC BENEFIT PLAN TRUST.
Plan sponsor
Name
IDAHO AGC BENEFIT PLAN TRUST
EIN
82-0447719
Address
1649 WEST SHORELINE DR., SUITE 100 · BOISE, ID · 83702
Phone
(208) 344-2531
Industry
Constructionsee all
Plan administrator
Name
IDAHO BRANCH INC, THE AGC
EIN
82-0096397
City
BOISE, ID
Phone
(208) 344-2531
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
HARRIS CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IDAHO BRANCH INC, THE AGC | 82-0096397 | BOISE, ID | PLAN ADMINISTRATOR | $19K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARRIS CPAS, P.C. | 26-4022510 | MERIDIAN, ID | NONE | $14K | — |
| FRED A. MORETON & COMPANY | 87-0218394 | SALT LAKE CITY, UT | NONE | $9K | — |
| HUB INTERNATIONAL MOUNTAIN STATES | 83-0185720 | SHERIDAN, WY | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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