Miles City, 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, Miles City, MT has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $232,130,038 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $232,130,038
- Total reported liabilities (EOY)
- $6,708,224
- Total reported net assets (EOY)
- $225,421,814
Contributions & income
- Employer contributions
- $39,829,480
- Participant contributions
- $12,990,616
- Total income / additions
- $84,705,738
Expenses & distributions
- Benefits paid / distributions
- $50,049,709
- Total expenses
- $51,904,788
- Net increase / (decrease)
- $32,800,950
Coverage
- Total reported participants
- 5,823
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Miles City, 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 |
|---|---|---|---|
| Stockman Financial Corp 401(K) Plan | Stockman Financial Corp. | $104,341,651 | 2023 |
| Montana Health Network 401(K) Plan | Montana Health Network | $52,961,679 | 2023 |
| Oftedal Construction, Inc. Employee Stock Ownership Plan | Oftedal Construction, Inc. | $38,503,363 | 2023 |
| Montana Health Network Health Insurance Plan & Trust | Montana Health Network Inc | $18,223,766 | 2023 |
| Oftedal Construction, Inc. 401(K) Profit Sharing Plan | Oftedal Construction, Inc. | $10,988,081 | 2023 |
| Health Benefits Plan For The Employees Of Stockman | Stockman Financial Corp. | $6,854,573 | 2023 |
| Montana Scd 401k | Montana Spirits Craft Distillery, Incorporated | $256,925 | 2023 |
| Lohman Supply Retirement Plan | Lohman Supply, Inc. | $0 | 2023 |
Largest plans in Miles City → · Miles City plans by participants → · Miles City plans with financial data → · Miles City plans with provider compensation → · $1B+ plans in Miles City →
Related Form 5500 pages
- All MT Form 5500 filings
- Stockman Financial Corp 401(K) Plan (plan 003)
- Stockman Financial Corp. — all reported plans
- Montana Health Network 401(K) Plan (plan 002)
- Montana Health Network — all reported plans
- Oftedal Construction, Inc. Employee Stock Ownership Plan (plan 004)
- Oftedal Construction, Inc. — all reported plans
- Montana Health Network Health Insurance Plan & Trust (plan 501)
- Oftedal Construction, Inc. 401(K) Profit Sharing Plan (plan 003)
- Health Benefits Plan For The Employees Of Stockman (plan 501)
- Montana Scd 401k (plan 001)
- Montana Spirits Craft Distillery, Incorporated — all reported plans
- Lohman Supply Retirement Plan (plan 001)
- Lohman Supply, Inc. — all reported plans
- Methodology
- Data sources