Ronan, 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, Ronan, MT has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $35,415,042 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $35,415,042
- Total reported liabilities (EOY)
- $26,000
- Total reported net assets (EOY)
- $35,389,042
Contributions & income
- Employer contributions
- $940,137
- Participant contributions
- $1,133,601
- Total income / additions
- $6,378,477
Expenses & distributions
- Benefits paid / distributions
- $3,508,389
- Total expenses
- $3,608,270
- Net increase / (decrease)
- $2,770,207
Coverage
- Total reported participants
- 1,546
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ronan, 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 |
|---|---|---|---|
| St. Luke Community Hospital And Nursing Home 403(B) Plan | St. Luke Community Hospital And Nursing Home | $22,269,377 | 2023 |
| Ronan Telephone Company Profit Sharing Plan And Trust | Ronan Telephone Company | $8,324,243 | 2023 |
| Esop Of Valley Bank Of Ronan | Valley Holding Company | $3,472,419 | 2023 |
| Lake Farms Employee Profit Sharing Trust | Susan Lake | $1,052,036 | 2023 |
| Mission Valley Eye Center Inc 401(K) Profit Sharing Plan & Trust | Mission Valley Eye Center Inc | $296,967 | 2023 |
| St. Luke Community Hospital And Nursing Home Life And Ad&D Plan | St. Luke Community Hospital & Nursing Home | not reported in the loaded dataset | 2023 |
| St. Luke Community Hospital And Nursing Home Health Plan | St. Luke Community Hospital & Nursing Home | not reported in the loaded dataset | 2023 |
| Rocky Mountain Twist Group Benefits Plan | Rocky Mountain Twist Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Ronan → · Ronan plans by participants → · Ronan plans with financial data → · Ronan plans with provider compensation → · $1B+ plans in Ronan →
Related Form 5500 pages
- All MT Form 5500 filings
- St. Luke Community Hospital And Nursing Home 403(B) Plan (plan 001)
- St. Luke Community Hospital And Nursing Home — all reported plans
- Ronan Telephone Company Profit Sharing Plan And Trust (plan 002)
- Ronan Telephone Company — all reported plans
- Esop Of Valley Bank Of Ronan (plan 001)
- Valley Holding Company — all reported plans
- Lake Farms Employee Profit Sharing Trust (plan 001)
- Susan Lake — all reported plans
- Mission Valley Eye Center Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Mission Valley Eye Center Inc — all reported plans
- St. Luke Community Hospital And Nursing Home Life And Ad&D Plan (plan 503)
- St. Luke Community Hospital And Nursing Home Health Plan (plan 501)
- Rocky Mountain Twist Group Benefits Plan (plan 501)
- Rocky Mountain Twist Corporation — all reported plans
- Methodology
- Data sources