Anaconda, MT Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Anaconda, MT has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,786,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,786,902
- Total reported liabilities (EOY)
- $1,060
- Total reported net assets (EOY)
- $33,785,842
Contributions & income
- Employer contributions
- $1,201,498
- Participant contributions
- $2,198,990
- Total income / additions
- $6,942,626
Expenses & distributions
- Benefits paid / distributions
- $2,600,233
- Total expenses
- $2,756,128
- Net increase / (decrease)
- $4,186,498
Coverage
- Total reported participants
- 1,875
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Anaconda, MT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Community Hospital Of Anaconda 401(K) Profit Sharing Plan | Community Hospital Of Anaconda | $21,056,689 | 2023 |
| Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan | Anaconda Foundry Fabrication Company, Inc. | $8,040,202 | 2023 |
| Wilder Resorts Inc, Dba The Fairmont 401k Plan | Wilder Resorts, Inc. | $3,778,214 | 2023 |
| Amy K Lowe Dds, A Professional Corp 401k Profit Sharing Trust | Amy K Lowe, Dds, Pc | $911,797 | 2023 |
| Health Benefit Plan For Employees Of Community Hospital And Nursing Home Of Anaconda | Community Hospital Of Anaconda | not reported in the loaded dataset | 2023 |
| A.W.A.R.E., Inc. Employee Welfare Benefit Plan | A.W.A.R.E., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Anaconda → · Anaconda plans by participants → · Anaconda plans with financial data → · Anaconda plans with provider compensation → · $1B+ plans in Anaconda →
Related Form 5500 pages
- All MT Form 5500 filings
- Community Hospital Of Anaconda 401(K) Profit Sharing Plan (plan 002)
- Community Hospital Of Anaconda — all reported plans
- Anaconda Foundry Fabrication Company, Inc. Employee Stock Ownership Plan (plan 003)
- Anaconda Foundry Fabrication Company, Inc. — all reported plans
- Wilder Resorts Inc, Dba The Fairmont 401k Plan (plan 001)
- Wilder Resorts, Inc. — all reported plans
- Amy K Lowe Dds, A Professional Corp 401k Profit Sharing Trust (plan 001)
- Amy K Lowe, Dds, Pc — all reported plans
- Health Benefit Plan For Employees Of Community Hospital And Nursing Home Of Anaconda (plan 501)
- A.W.A.R.E., Inc. Employee Welfare Benefit Plan (plan 501)
- A.W.A.R.E., Inc. — all reported plans
- Methodology
- Data sources