Nonprofit · EIN 81-0380275
MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $8,225,795 | $8,062,606 | $163,189 | $1,854,085 | $32,688 | $1,821,397 |
| December 31, 2024 | 990 | $7,423,334 | $6,794,692 | $628,642 | $1,761,663 | $103,455 | $1,658,208 |
| December 31, 2023 | 990 | $7,388,249 | $7,171,361 | $216,888 | $1,067,366 | $37,800 | $1,029,566 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,533,332
- Investment income
- $33,608
- Other revenue
- $658,855
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,553,635
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,039
- Accounting fees
- $57,685
Balance sheet and other
- Total assets, start of year
- $1,761,663
- Total assets, end of year
- $1,854,085
- Total liabilities, end of year
- $32,688
- Net assets, end of year
- $1,821,397
- Gross unrelated business income
- $33,608
- Gross receipts
- $8,225,795
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1994
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE KNUDSEN | PLAN ADMINISTRATOR Officer | 10 | $0 | $190,672 | $27,400 |
| BILL UNDERRINER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERICK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG TILLEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB DEMAROIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC HENRICKSEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACKSON BELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE KNUDSEN | PLAN ADMINISTRATOR Officer | 10 | $0 | $173,965 | $26,551 |
| BILL UNDERRINER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERICK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG TILLEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB DEMAROIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC HENRICKSEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE KNUDSEN | PLAN ADMINISTRATOR Officer | 10 | $0 | $164,263 | $25,069 |
| BILL UNDERRINER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERICK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG TILLEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON KALTSCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB DEMAROIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC HENRICKSEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 501 NORTH SANDERS, HELENA, MT 59601-4552
- Principal officer (990 for 2025)
- BRUCE KNUDSEN, 501 NORTH SANDERS, HELENA, MT 596014552
- Signed the 990
- BRUCE KNUDSEN, EXECUTIVE VICE PRESIDENT
- Phone
- (406) 442-1233
- Return prepared by
- PINION LLC
Mission
PROVIDE HEALTH INSURANCE, DENTAL, VISION, LIFE AND AD&D TO EMPLOYEES OF MEMBER EMPLOYERS.
Program accomplishments
- PROVIDE GROUP HEALTH INSURANCE, DENTAL, VISION, LIFE, AND AD&D INSURANCE THROUGH PAYMENTS FOR THE TRUST'S MEMBERS AND PAYMENT OF MANAGEMENT FEES FOR ADMINISTRATION.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0380275
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,854,085
- Income (IRS master file)
- $8,225,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $8,225,795 | $8,062,606 | $1,854,085 | IRS |
| 990 | December 2024 | $7,423,334 | $6,794,692 | $1,761,663 | XML |
| 990 | December 2023 | $7,388,249 | $7,171,361 | $1,067,366 | XML |
| 990 | December 2022 | $7,764,193 | $7,618,062 | $945,874 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0380275).
Questions about MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST
- What is the EIN of MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST?
- The employer identification number (EIN) of MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST is 81-0380275.
- Is MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 names BRUCE KNUDSEN.
- Who are the officers and directors of MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does MONTANA AUTOMOBILE DEALERS ASSOCIATION GROUP BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $8,225,795, expenses of $8,062,606 and total assets of $1,854,085 at year end.
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