Public Charity

MONTANA UNIFIED SCHOOL TRUST

MONTANA UNIFIED SCHOOL TRUST is a Public Charity headquartered in HELENA, MT. Financial data from the 2025 filing: $44.5M revenue, $48.3M expenses, $12.4M total assets.

EIN: 810407145 HELENA, MT Latest filing: 2025
Total Revenue$44.5M
Total Expenses$48.3M
Total Assets$12.4M
Grant Records0
Filing Years2021–2025

Mission

MONTANA UNIFIED SCHOOL TRUST (MUST) IS COMMITTED TO SERVING SCHOOLS AND SCHOOL RELATED ENTITIES IN MONTANA. MUST ENDEAVORS TO PROVIDE THE BEST BENEFIT PLANS AVAILABLE, THE FINEST SERVICE IN THE INDUSTRY, THE MOST COST EFFECTIVE MANAGEMENT, AND LEADING EDGE WELLNESS SERVICES, ALL WITH A SOLID FINANCIAL BASE ON WHICH MEMBERS CAN DEPEND. OUR VISION IS TO BE THE MOST TRUSTED BENEFITS PROVIDER IN MONTANA.

Officers & Directors

FORMER CEO MSSF Andrew Holmlund
VICE CHAIR Brad Moore
TRUSTEE Dan Grabowska
TRUSTEE Hannah Nieskens
TREASURER Mark Roesler-Begalke
TRUSTEE Mike Richardson

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $44.5M $48.3M $12.4M
2024 $65.0M $66.6M $18.2M
2023 $66.3M $68.4M $18.7M
2022 $61.4M $65.7M $19.9M
2021 $56.7M $55.3M $24.4M

Between 2021 and 2025, reported annual revenue declined from $56.7M to $44.5M (-22%), with total assets most recently reported at $12.4M.

Interactive year-over-year charts and full filing details available with membership.

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