2023 Form 5500 filing — Bozeman Health Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904082900NAL0019481457001) for Bozeman Health Retirement Plan, reported by Bozeman Deaconess Health Services Dba Bozeman Health under EIN 81-0232121 and plan number 002. It reports 2,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904082900NAL0019481457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bozeman Deaconess Health Services Dba Bozeman Health
- EIN
- 81-0232121
- Plan number
- 002
- Location
- Bozeman, MT
- Participants
- 2,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,728,635
- Total liabilities (EOY)
- $39,389
- Net assets (EOY)
- $84,689,246
- Employer contributions
- $8,443,524
- Total income / additions
- $19,008,962
- Benefits paid
- $3,386,917
- Administrative expenses
- $234,065
- Total expenses
- $3,620,982
- Net increase / (decrease)
- $15,387,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D A Davidson & Co Inc | NONE | $107,836 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | NONE | $106,873 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $13,000 | not reported in the loaded dataset |