Plan5500

Marcus Daly Memorial Hospital — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Marcus Daly Memorial Hospital (EIN 81-0240726) is a plan sponsor located in Hamilton, MT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-0240726
Location
Hamilton, MT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Marcus Daly Memorial Hospital

  • 2 loaded plans hold $45.2M in reported assets.
  • The largest, Bitterroot Health 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,382 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$45.2MSummed across loaded plans$45,214,731
Total reported assets$45.2M$45,214,731
Total reported participants1.4K1,382
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$45.2M total assets
Net assets$45.2MLiabilities$0
Contributions & income
Employer contributions$2.2M
Participant contributions$4.2M
Total income / additions$13M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$10.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bitterroot Health 401(K) Plan
Participants per plan691Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bitterroot Health 401(K) Plan$45.2M
    Plan #001 · 908 participants · 2023
  2. 2
    Marcus Daly Memorial Hospitalnot reported in the loaded dataset
    Plan #515 · 474 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Marcus Daly Memorial Hospital. Open one for its full reported snapshot.

  1. 2023
    Bitterroot Health 401(K) Plan908 participants · 2Sch HSch C
    View filing →
  2. 2023
    Marcus Daly Memorial Hospital474 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Marcus Daly Memorial Hospital report on Form 5500?
Marcus Daly Memorial Hospital (EIN 81-0240726) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Marcus Daly Memorial Hospital?
The Employer Identification Number (EIN) reported for Marcus Daly Memorial Hospital is 81-0240726.
What is the latest Form 5500 filing year for Marcus Daly Memorial Hospital?
The latest loaded Form 5500 filing year for Marcus Daly Memorial Hospital is 2023.

Related Form 5500 pages