Plan5500

Black Eagle, 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, Black Eagle, MT has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,759,141 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Black Eagle

  • 3 loaded plans hold $22.8M in reported assets across 2 sponsors.
  • The largest, Loenbro, LLC 401(K) Plan, holds 54% of reported Black Eagle plan assets.
  • Plans cover 1,578 participants — about 526 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.8MSummed across loaded plans$22,757,747
Total reported assets$22.8M$22,759,141
Total reported participants1.6K1,578
Total reported liabilities$1.4K$1,394

Reported net position

Reported assets = net assets + liabilities (summed)$22.8M total assets
Net assets$22.8MLiabilities$1.4K
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.7M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Black Eagle, 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.

Computed from loaded plans

Black Eagle market comparison

Largest plan share of assets54%Loenbro, LLC 401(K) Plan
Participants per plan526Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Black Eagle

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Loenbro, LLC 401(K) Plan$12.2M
    Loenbro, LLC. · 2023
  2. 2
    Co-Op 401 (K) Plan$10.5M
    Mountain View Co-Op · 2023
  3. 3
    Loenbro, Inc. Health And Welfare Plannot reported in the loaded dataset
    Loenbro, LLC · 2023

Largest plans in Black Eagle → · Black Eagle plans by participants → · Black Eagle plans with financial data → · Black Eagle plans with provider compensation → · $1B+ plans in Black Eagle →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Black Eagle, MT?
3 plan(s) reported by 2 sponsor(s) are loaded for Black Eagle, MT.

Related Form 5500 pages