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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 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
IDAHO BRANCH INC, THE AGC82-0096397BOISE, IDPLAN ADMINISTRATOR$19K
Other
3
NameEINLocationRelationDirect compIndirect comp
HARRIS CPAS, P.C.26-4022510MERIDIAN, IDNONE$14K
FRED A. MORETON & COMPANY87-0218394SALT LAKE CITY, UTNONE$9K
HUB INTERNATIONAL MOUNTAIN STATES83-0185720SHERIDAN, WYNONE$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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