2025-10-15T15:56:21-05:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 452078503 HPMPT Sponsor Organization Inc HPMP 4064434919 PO Box 9406 Missoula MT 59807 Kandy Jenkins Executive Director 4064434919 2025-10-15 1 1 Deb Nelson CPA P01264758 6122536500 2025-10-14 2024 2025-03-06 01:10:19Z Kandy Jenkins PO Box 9406 Missoula MT 59807 668702 0 X N/A X 2011 MT To sponsor the Health Professions of Montana Plan and Trust (The "HPMPT"). 7 7 3 0 0 0 0 0 614307 651480 12957 17222 0 0 627264 668702 0 0 0 0 405006 456094 0 0 0 188184 186124 593190 642218 34074 26484 708775 755011 10633 10122 698142 744889 To engage in sponsor activities for the Health Professions of Montana Plan & Trust, which provides an assortment of benefits to eligible employees and dependents of employers in the healthcare industry in Montana. 0 0 391596 651480 The sponsor activities performed for the Health Professions of Montana Plan and Trust included improvements and restatements for employer group subscriber agreements and adoption agreements. Other sponsor activities were for the purposes of marketing the plan to new employer groups. 391596 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 3 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Joanna Sells 4064434919 PO Box 9406 Missoula MT 59807 Dale Mortenson MD Director Until June 2024 2.00 0.00 X 2000 0 0 Daniel D Zimmerman Vice President 2.00 2.00 X X 5500 0 0 Orville Mann MD Director 2.00 2.00 X 1500 0 0 Aimee Ameline DDS Director 2.00 0.00 X 5500 0 0 Timothy J McInnis MD President/Chairman 5.00 2.00 X X 5500 0 0 John O'Connor Secretary/Treasurer 2.00 2.00 X X 3500 0 0 Cara Harrop MD Director From Aug 2024 2.00 0.00 X 2750 0 0 Erin Rudy Director From Aug 2024 2.00 0.00 X 2750 0 0 Kandy Jenkins Executive Director 3.75 33.75 X 151011 0 16167 Joanna Sells Finance Director 11.25 26.25 X 109290 0 13457 289301 0 29624 2 0 1 0 Vimly Benefit Solutions PO Box 6 Mukilteo WA 98275 Enrollment/Billing Software 103947 1 Admin Outreach 900099 391596 391596 Service Fees 525100 254716 254716 Other Program Income 900099 5168 5168 651480 17222 17222 668702 651480 0 17222 318926 229136 89790 77413 42611 34802 1371 1223 148 30076 30076 28308 22593 5715 2835 2835 1565 1565 8915 8915 22682 11341 11341 103947 77960 25987 17665 6732 10933 1457 1457 7948 7948 Misc Expenses 14527 14527 Meetings/Education/Conf 4583 4583 642218 391596 250622 0 269444 275235 7003 18038 6678 6383 9327 6662 4122 2665 421528 452690 708775 755011 10633 10122 10633 10122 X 0 0 0 0 698142 744889 698142 744889 708775 755011 26484 20263 0 X 0 0 0 9327 6662 2665 2665 X X X 0 0 0 0 0 0 0 0 0 Kandy Jenkins Executive Director 151011 0 0 0 0 0 4530 0 11637 0 167178 0 0 0 Form 990, Part VI, Section A, line 1a An Executive Committee consisting of the President, Vice President, Secretary, and Treasurer of the board shall have the powers to act as the Board of Directors from time to time. The powers exercised by the Executive Committee shall be reported on and, if necessary, ratified by the Board at the next following Board meeting. Form 990, Part VI, Section A, line 6 The bylaws for the organization provide for one class of membership, comprised of any organizations or entities, that are subscribers by virtue of executing a subscriber agreement with the Health Professions of Montana Plan and Trust, unless they resign. Form 990, Part VI, Section A, line 7a The organization's members have the authority to vote for the election of the directors. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Finance Director and Executive Director and sent to each board member prior to filing. The Executive Director is authorized to sign the Form 990. Form 990, Part VI, Section B, line 12c Directors shall disclose potential conflicts of interest to the Board of Directors for consideration. The organization's conflict of interest policy provides general principles instructing when and how to disclose conflicts and recuse or abstain from discussion and voting. Form 990, Part VI, Section C, line 19 The organization will make governing documents, conflict of interest policy, and financial statements available to the public upon request. Health Professions of Montana Plan and Trust PO Box 9406 Missoula MT 59807 711029753 Welfare Benefits MT 501(c)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0