Kalispell, 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, Kalispell, MT has 37 loaded benefit plan(s) reported by 25 plan sponsor(s), with $1,050,188,675 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,050,188,675
- Total reported liabilities (EOY)
- $3,898,588
- Total reported net assets (EOY)
- $1,045,794,997
Contributions & income
- Employer contributions
- $73,113,759
- Participant contributions
- $64,755,522
- Total income / additions
- $287,910,010
Expenses & distributions
- Benefits paid / distributions
- $130,751,477
- Total expenses
- $132,809,623
- Net increase / (decrease)
- $155,100,387
Coverage
- Total reported participants
- 32,127
- Plans with financial statements
- 23
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kalispell, 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 |
|---|---|---|---|
| Glacier Bancorp, Inc. Profit Sharing And 401(K) Plan | Glacier Bancorp, Inc. | $484,798,151 | 2023 |
| Logan Health Retirement Savings Plan | Logan Health | $436,597,451 | 2023 |
| Mann Mortgage, LLC 401(K) Plan | Mann Mortgage, LLC | $27,289,827 | 2023 |
| Crown Enterprises, Inc. Employee Stock Ownership Plan | Crown Enterprises, Inc. | $19,481,000 | 2023 |
| Lhc, Incorporated/Thompson River Lumber 401(K) Profit Sharing Plan | Lhc, Incorporated | $12,503,302 | 2023 |
| Taurus/Nfs 401(K) Plan | Taurus LLC | $12,208,884 | 2023 |
| Western Building Center 401(K) Profit Sharing Plan | Western Building Center | $10,705,560 | 2023 |
| Alamon, Inc. Esop & Profit Sharing Plan | Alamon, Inc. | $10,511,653 | 2023 |
| Re Investments 401(K) Plan | Rental Equipment Investment Corporation | $7,283,714 | 2023 |
| Nwestco Retirement Savings Plan | Nwestco LLC | $6,445,320 | 2023 |
| Glacier Bancorp, Inc. Health And Welfare Plan | Glacier Bancorp, Inc. | $5,821,040 | 2023 |
| Do Life Better 401(K) Plan | Health & Rehab Solutions, Inc. | $5,648,325 | 2023 |
| Flathead Industries 401(K) Retirement Plan & Trust | Flathead Industries | $4,033,078 | 2023 |
| Dermatology Associates Retirement Savings Plan | Dermatology Associates, Pllp | $2,996,820 | 2023 |
| Ogle, Worm & Travis, Pllp 401(K) Profit Sharing Plan | Ogle, Worm & Travis, Pllp | $1,554,200 | 2023 |
| Tnt Holdings Inc. 401(K) Plan | Tnt Holdings Inc. | $814,400 | 2023 |
| Kalispell Electric, Inc. Profit Sharing Plan | Kalispell Electric, Inc. | $554,248 | 2023 |
| R Porch Construction, Inc. 401k Profit Sharing Plan | R Porch Construction Inc | $553,080 | 2023 |
| Earp Enterprises, Inc. 401(K) Plan | Earp Enterprises, Inc. | $185,874 | 2023 |
| Fincon Consulting Services, Inc. 401k Profit Sharing Plan | Fincon Consulting Services, Inc. | $128,093 | 2023 |
| Rbx Inc. Pension Transfer Trust Plan | Rbx, Inc. | $60,029 | 2023 |
| Stillwater Electric, Inc. Health & Welfare Program | Stillwater Electric, Inc. | $14,626 | 2023 |
| Henning, Rutz & Mccormack 401(K) Profit Sharing Plan | Henning, Rutz & Mccormack, Pllc | $0 | 2023 |
| National Flood Services, LLC Welfare Benefits Plan | National Flood Services, LLC | not reported in the loaded dataset | 2023 |
| Western Building Center Health & Welfare Benefit Plan | Western Building Center | not reported in the loaded dataset | 2023 |
Largest plans in Kalispell → · Kalispell plans by participants → · Kalispell plans with financial data → · Kalispell plans with provider compensation → · $1B+ plans in Kalispell →
Related Form 5500 pages
- All MT Form 5500 filings
- Glacier Bancorp, Inc. Profit Sharing And 401(K) Plan (plan 002)
- Glacier Bancorp, Inc. — all reported plans
- Logan Health Retirement Savings Plan (plan 001)
- Logan Health — all reported plans
- Mann Mortgage, LLC 401(K) Plan (plan 001)
- Mann Mortgage, LLC — all reported plans
- Crown Enterprises, Inc. Employee Stock Ownership Plan (plan 002)
- Crown Enterprises, Inc. — all reported plans
- Lhc, Incorporated/Thompson River Lumber 401(K) Profit Sharing Plan (plan 001)
- Lhc, Incorporated — all reported plans
- Taurus/Nfs 401(K) Plan (plan 001)
- Taurus LLC — all reported plans
- Western Building Center 401(K) Profit Sharing Plan (plan 001)
- Western Building Center — all reported plans
- Alamon, Inc. Esop & Profit Sharing Plan (plan 002)
- Alamon, Inc. — all reported plans
- Re Investments 401(K) Plan (plan 001)
- Rental Equipment Investment Corporation — all reported plans
- Nwestco Retirement Savings Plan (plan 001)
- Nwestco LLC — all reported plans
- Glacier Bancorp, Inc. Health And Welfare Plan (plan 501)
- Do Life Better 401(K) Plan (plan 001)
- Health & Rehab Solutions, Inc. — all reported plans
- Flathead Industries 401(K) Retirement Plan & Trust (plan 002)
- Flathead Industries — all reported plans
- Dermatology Associates Retirement Savings Plan (plan 002)
- Dermatology Associates, Pllp — all reported plans
- Ogle, Worm & Travis, Pllp 401(K) Profit Sharing Plan (plan 002)
- Ogle, Worm & Travis, Pllp — all reported plans
- Methodology
- Data sources