2023 Form 5500 filing — Billings Clinic Pension 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 20241012122557NAL0023420769001) for Billings Clinic Pension Plan, reported by Billings Clinic under EIN 81-0231784 and plan number 002. It reports 4,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$236.5MReported net assets$236,512,691
Participants4.7K4,707
Provider compensation$26.7K4 Schedule C row(s)$26,701
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012122557NAL0023420769001
Plan sponsor
Billings Clinic
EIN
81-0231784
Plan number
002
Location
Billings, MT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$236.5M total assets
Net assets$236.5MLiabilities$10
Money in vs. money out
Total income / additions$55M
Total expenses$23.8M
Benefits paid / distributions$23.8M
Contributions
Employer$13.8M
Participant$0
Full reported line items
Total assets (EOY)
$236,512,701
Total liabilities (EOY)
$10
Net assets (EOY)
$236,512,691
Employer contributions
$13,813,928
Participant contributions
$0
Total income / additions
$55,018,276
Benefits paid
$23,771,968
Administrative expenses
$26,678
Total expenses
$23,830,912
Net increase / (decrease)
$31,187,364
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ATTORNEY/LEGAL · Direct $66.8K
  2. 2
    ADVISOR · Direct $29.8K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $17.6K
  4. 4
    RECORDKEEPER · Direct -$87.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012122557NAL0023420769001 cover?
It is the 2023 Form 5500 filing for Billings Clinic Pension Plan, reported by Billings Clinic (EIN 81-0231784).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages