Belgrade, 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, Belgrade, MT has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $12,621,615 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,621,615
- Total reported liabilities (EOY)
- $350
- Total reported net assets (EOY)
- $12,621,265
Contributions & income
- Employer contributions
- $895,130
- Participant contributions
- $1,262,275
- Total income / additions
- $4,469,523
Expenses & distributions
- Benefits paid / distributions
- $1,223,351
- Total expenses
- $1,254,548
- Net increase / (decrease)
- $3,214,975
Coverage
- Total reported participants
- 1,089
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belgrade, 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 |
|---|---|---|---|
| Xtant Medical 401(K) Plan | Xtant Medical Inc. | $7,500,317 | 2023 |
| Co-Op 401(K) Plan | Rocky Mountain Supply, Inc. | $3,822,928 | 2023 |
| Tj Oram, Attorney At Law, Pllc Solo 401k Plan | Tj Oram, Attorney At Law, Pllc | $1,112,085 | 2023 |
| Garnet Group Inc 401(K) Plan | Garnet Group Inc | $186,285 | 2023 |
| Bridger Aerospace Group Holdings, LLC Health And Welfare Wrap Plan | Bridger Aerospace Group Holdings, LLC | not reported in the loaded dataset | 2023 |
| Summit Energy Group, LLC Employee Benefits Plan | Summit Energy Group, LLC | not reported in the loaded dataset | 2023 |
| Xtant Medical Health And Welfare Plan | Xtant Medical Holdings, Inc. | not reported in the loaded dataset | 2023 |
| Under Canvas, Inc. Health & Welfare Plan | Under Canvas, Inc. | not reported in the loaded dataset | 2023 |
| Rocky Mountain Supply, Inc. Welfare Benefits Plan | Rocky Mountain Supply, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Belgrade → · Belgrade plans by participants → · Belgrade plans with financial data → · Belgrade plans with provider compensation → · $1B+ plans in Belgrade →
Related Form 5500 pages
- All MT Form 5500 filings
- Xtant Medical 401(K) Plan (plan 001)
- Xtant Medical Inc. — all reported plans
- Co-Op 401(K) Plan (plan 001)
- Rocky Mountain Supply, Inc. — all reported plans
- Tj Oram, Attorney At Law, Pllc Solo 401k Plan (plan 001)
- Tj Oram, Attorney At Law, Pllc — all reported plans
- Garnet Group Inc 401(K) Plan (plan 001)
- Garnet Group Inc — all reported plans
- Bridger Aerospace Group Holdings, LLC Health And Welfare Wrap Plan (plan 502)
- Bridger Aerospace Group Holdings, LLC — all reported plans
- Summit Energy Group, LLC Employee Benefits Plan (plan 502)
- Summit Energy Group, LLC — all reported plans
- Xtant Medical Health And Welfare Plan (plan 501)
- Under Canvas, Inc. Health & Welfare Plan (plan 501)
- Under Canvas, Inc. — all reported plans
- Rocky Mountain Supply, Inc. Welfare Benefits Plan (plan 501)
- Methodology
- Data sources