Livingston, 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, Livingston, MT has 12 loaded benefit plan(s) reported by 5 plan sponsor(s), with $56,267,869 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,267,869
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $56,267,869
Contributions & income
- Employer contributions
- $4,082,220
- Participant contributions
- $4,650,526
- Total income / additions
- $19,848,336
Expenses & distributions
- Benefits paid / distributions
- $8,239,529
- Total expenses
- $8,442,814
- Net increase / (decrease)
- $11,405,522
Coverage
- Total reported participants
- 2,519
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Livingston, 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 |
|---|---|---|---|
| Livingston Healthcare 401(K) Plan | Livingston Healthcare | $26,369,993 | 2023 |
| Pfl Tech, Inc. 401(K) Plan | Pfl Tech, Inc | $21,723,435 | 2023 |
| Community Health Partners, Inc. 403(B) Tax-Deferred Plan | Community Health Partners, Inc. | $5,763,358 | 2023 |
| Big Sky Associates LLC 401(K) Plan | Big Sky Associates LLC | $2,362,396 | 2023 |
| Tri County Heating And Cooling Inc. Retirement Plan | Tri County Heating And Cooling Inc. | $48,687 | 2023 |
| Pfl Tech, Inc. Group Health Benefit Plan | Pfl Tech, Inc. | $0 | 2023 |
| Printingforless.Com Vision Plan | Pfl Tech, Inc. | not reported in the loaded dataset | 2023 |
| Printingforless.Com Long-Term Disability, Life & Ad&D Plan | Pfl Tech, Inc. | not reported in the loaded dataset | 2023 |
| Printingforless.Com Dental Plan | Pfl Tech, Inc. | not reported in the loaded dataset | 2023 |
| Community Health Partners Wrap Plan | Community Health Partners, Inc. | not reported in the loaded dataset | 2023 |
| Livingston Healthcare | Livingston Healthcare | not reported in the loaded dataset | 2023 |
| Printingforless.Com Critical Illness & Accident Insurance Plan | Pfl Tech, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Livingston → · Livingston plans by participants → · Livingston plans with financial data → · Livingston plans with provider compensation → · $1B+ plans in Livingston →
Related Form 5500 pages
- All MT Form 5500 filings
- Livingston Healthcare 401(K) Plan (plan 003)
- Livingston Healthcare — all reported plans
- Pfl Tech, Inc. 401(K) Plan (plan 001)
- Pfl Tech, Inc — all reported plans
- Community Health Partners, Inc. 403(B) Tax-Deferred Plan (plan 001)
- Community Health Partners, Inc. — all reported plans
- Big Sky Associates LLC 401(K) Plan (plan 001)
- Big Sky Associates LLC — all reported plans
- Tri County Heating And Cooling Inc. Retirement Plan (plan 001)
- Tri County Heating And Cooling Inc. — all reported plans
- Pfl Tech, Inc. Group Health Benefit Plan (plan 501)
- Printingforless.Com Vision Plan (plan 503)
- Printingforless.Com Long-Term Disability, Life & Ad&D Plan (plan 504)
- Printingforless.Com Dental Plan (plan 502)
- Community Health Partners Wrap Plan (plan 501)
- Livingston Healthcare (plan 502)
- Printingforless.Com Critical Illness & Accident Insurance Plan (plan 505)
- Methodology
- Data sources