Havre, 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, Havre, MT has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $85,280,906 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $85,280,906
- Total reported liabilities (EOY)
- $3,478
- Total reported net assets (EOY)
- $85,277,428
Contributions & income
- Employer contributions
- $2,441,462
- Participant contributions
- $1,696,404
- Total income / additions
- $13,733,778
Expenses & distributions
- Benefits paid / distributions
- $5,036,160
- Total expenses
- $5,334,981
- Net increase / (decrease)
- $8,398,797
Coverage
- Total reported participants
- 1,844
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Havre, 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 |
|---|---|---|---|
| Retirement Plan For Employees Of Northern Montana Hospital | Northern Montana Hospital | $34,073,428 | 2023 |
| Independence Bank 401k Profit Sharing Plan And Trust | Independence Bank | $29,302,408 | 2023 |
| Northern Montana Hospital 403(B) Plan | Northern Montana Hospital | $15,826,159 | 2023 |
| Gary & Leo'S Inc. Cash Or Deferred Profit Sharing Plan & Trust | Gary & Leo'S Inc. | $6,078,911 | 2023 |
| Northern Montana Hospital Health Plan | Northern Montana Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Havre → · Havre plans by participants → · Havre plans with financial data → · Havre plans with provider compensation → · $1B+ plans in Havre →
Related Form 5500 pages
- All MT Form 5500 filings
- Retirement Plan For Employees Of Northern Montana Hospital (plan 001)
- Northern Montana Hospital — all reported plans
- Independence Bank 401k Profit Sharing Plan And Trust (plan 001)
- Independence Bank — all reported plans
- Northern Montana Hospital 403(B) Plan (plan 002)
- Gary & Leo'S Inc. Cash Or Deferred Profit Sharing Plan & Trust (plan 001)
- Gary & Leo'S Inc. — all reported plans
- Northern Montana Hospital Health Plan (plan 503)
- Methodology
- Data sources