2023 Form 5500 filing — Shodair Hospital Employees Tax Deferred Annuity 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 20241002170854NAL0005054675001) for Shodair Hospital Employees Tax Deferred Annuity Plan, reported by Montana Childrens Home & Hospital under EIN 81-0231789 and plan number 001. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002170854NAL0005054675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montana Childrens Home & Hospital
- EIN
- 81-0231789
- Plan number
- 001
- Location
- Helena, MT
- Participants
- 572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,525,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,525,489
- Employer contributions
- $883,147
- Participant contributions
- $618,950
- Total income / additions
- $3,588,644
- Benefits paid
- $3,684,979
- Administrative expenses
- $24,676
- Total expenses
- $3,714,426
- Net increase / (decrease)
- -$125,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Big Sky Retirement Inc. | CONTRACT ADMIN | $16,588 | $10,000 |
| Cetera Advisor Networks LLC | BROKER/ADVISOR | $26,533 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $11,975 | not reported in the loaded dataset |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $870 | $5,988 |