GEO. R. PIERCE INC. PIERCE BUILDINGS

PO BOX 80707
BILLINGS, MT 59108

Business Stats

Policy History

Term Carrier Premium LCM
2023

1.650
2022

1.500
2021

1.650
2020

1.650
2019

1.620
2018

1.350
2017

1.350

Contacts

BWU GRWQCMRZC
Benefits Admin
(369) 460-1349
4ba8

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 13,044,038 $ 88,309,059 $ 1,144,922 $ 10,976,706 $ 6,938,865 $ 8,394,659 $ 9,422,013 $ 1,984,577 $ 1,353,112 $ 4,638,306 $ 7,906,411 $ 6,627,758
Liabilities: $ 0 $ 4 $ 3 $ 85 $ 3 $ 4 $ 33 $ 93 $ 7
EE Contrib: $ 838,044 $ 378,062 $ 57,933 $ 357,028 $ 144,472 $ 537,899 $ 508,523 $ 225,209 $ 263,755 $ 288,292 $ 410,437 $ 140,345
Emp Contrib: $ 446,955 $ 428,084 $ 483,291 $ 517,034 $ 62,208 $ 598,047 $ 634,598 $ 351,446 $ 6,993 $ 35 $ 5 $ 7,518
Income/Loss: $ 1,639,118 $ 9,784,299 $ 2,979,285($ 465,109) $ 5,310,768 $ 854,051($ 31,696)($ 555,911) $ 9,166,358 $ 496,095($ 150,031) $ 922,197
Total Income: $ 3,101,282 $ 1,106,081 $ 5,969,695 $ 691,978 $ 1,723,946 $ 5,008,270 $ 563,282 $ 319,746 $ 4,261,984 $ 1,577,513 $ 565,712 $ 9,914,621
Paid Benefits: $ 1,009,650 $ 864,093 $ 2,464,133 $ 645,838 $ 9,574,376 $ 430,765 $ 7,978,380 $ 5,214,356 $ 8,002,058 $ 3,443,642 $ 5,416,383 $ 338,290
Expenses: $ 0 $ 2 $ 0 $ 89 $ 7 $ 97 $ 1 $ 719 $ 2 $ 7 $ 7
  Commission: $ 69,252 $ 19,029 $ 55,485 $ 81,345 $ 72,434 $ 76,833 $ 7,800 $ 49 $ 9,303 $ 6,364 $ 4,283 $ 48,082
Net Income: $ 2,022,380 $ 9,700,348 $ 7,379,194($ 967,935) $ 333,600 $ 904,547($ 159,513)($ 652,259) $ 3,437,961 $ 63,075($ 63,121) $ 614,580
Net Assets: $ 15,066,418 $ 67,898,209 $ 64,335,094 $ 635,506 $ 74,075,622 $ 5,493,743 $ 2,052,560 $ 4,227,175 $ 4,985,467 $ 1,672,796 $ 6,555,878 $ 7,525,393

Participants

202120202019201820172016201520142013201220112010
Total Participants:216229124293637917073098888780099943
Active Part.:152678756409245589232792151224360983
Retired Part.:79301bd70687b8215
Deceased Part.:04e07dbe691865370

Insurance

No Insurance Coverage

Providers

SJW WGIWQTPF BTWCS, OJN
VEL SJIEGNFYNInvestment advisory (plan)
Direct payment from the plan
Compensation:$34,745
Relation:NONE
JDC WNLYWVXX GSYUM, CNG.Recordkeeping fees
Other (specify)
Direct payment from the plan
Recordkeeping and information management (computing, tabulating, data processing, etc.)
Investment management fees paid indirectly by plan
'Soft dollar' commissions
Compensation:$24,157
Relation:NONE
WYTU PUZNQY
PO BOX 7112
BILLINGS, MT 59103
Accounting (including auditing)
Direct payment from the plan
Compensation:$10,350
Relation:NONE

Features

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2E - Profit-sharing

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

Health Benefits

Financials

2021202020192018
BOY Assets: $ 0 $ 76 $ 3
Liabilities: $ 0 $ 3 $ 5
EE Contrib: $ 0 $ 1 $ 1 $ 2
Emp Contrib: $ 0 $ 0
Income/Loss: $ 0 $ 77
Total Income: $ 0 $ 50 $ 18 $ 521
Paid Benefits: $ 0 $ 8 $ 2
Expenses: $ 0 $ 0 $ 1 $ 6
  Commission: $ 0 $ 55 $ 2
Net Income: $ 0 $ 7
Net Assets: $ 0 $ 5 $ 0

Participants

2021202020192018
Total Participants:10910350207
Active Part.:10940190913
Retired Part.:cb8c22
Deceased Part.:67b9

Insurance

DRMICM FA NRHLP ZFGM IJBHEIDJK NONAVKS
Renewal:03-31-2021
Covered:109
  1. Long Term Disab. Ins

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 24,758
Commission13.14% $ 3,254
Fees5.38% $ 1,333
Brokers

Providers

No Providers

Features

    4H - Long-term disability.


OSHA

Motor Carrier