Mission
PROVIDE HEALTH AND WELFARE BENEFITS.
Public Charity
MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST
MONTANA RETAIL EMPLOYEES HEALTH AND WELFARE TRUST, of SPOKANE, WA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $15.6M in revenue, $13.5M in expenses, $19.8M in total assets.
EIN: 810305103
SPOKANE, WA
Latest filing: 2025
Total Revenue$15.6M
Total Expenses$13.5M
Total Assets$19.8M
Grant Records0
Filing Years2021–2025
Where $100 goes at Montana Retail Employees Health and Welfare Trust
How Montana Retail Employees Health and Welfare Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
The plan provides comprehensive medical benefits including dental, vision, prescription drug, life insurance, accidental death and dismemberment (ad&d) and time loss benefits for eligible participants and their dependents
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
TRUSTEE
Brent Bohn
TRUSTEE
Chance Standish
TRUSTEE
Faye Guenther
TRUSTEE
Jessica Kong
TRUSTEE
Katina Wood
TRUSTEE - PAST
Nicolai Cocergine
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $15.6M | $13.5M | $19.8M |
| 2024 | $13.9M | $10.7M | $17.6M |
| 2023 | $13.5M | $12.5M | $14.4M |
| 2022 | $12.4M | $12.7M | $13.8M |
| 2021 | $12.5M | $11.4M | $13.8M |
Between 2021 and 2025, reported annual revenue grew from $12.5M to $15.6M (+25%), with total assets most recently reported at $19.8M.
Interactive year-over-year charts and full filing details available with membership.