2023 Form 5500 filing — Health Benefits Plan For The Employees Of Stockman
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 20241011161846NAL0012746243001) for Health Benefits Plan For The Employees Of Stockman, reported by Stockman Financial Corp. under EIN 81-0399040 and plan number 501. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161846NAL0012746243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stockman Financial Corp.
- EIN
- 81-0399040
- Plan number
- 501
- Location
- Miles City, MT
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,854,573
- Total liabilities (EOY)
- $1,367,765
- Net assets (EOY)
- $5,486,808
- Employer contributions
- $5,886,194
- Participant contributions
- $3,488,391
- Total income / additions
- $9,570,190
- Benefits paid
- $9,462,902
- Administrative expenses
- $172,162
- Total expenses
- $9,635,064
- Net increase / (decrease)
- -$64,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alligiance Benefit Plan Mgmt, Inc. | NONE | $110,932 | $2,123 |
| Rightway Healthcare | NONE | $38,698 | not reported in the loaded dataset |
| Allegiance Care Management, Inc. | NONE | $13,927 | not reported in the loaded dataset |