2023 Form 5500 filing — Bozeman Health 403(B) 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 20250527134501NAL0010645376001) for Bozeman Health 403(B) Plan, reported by Bozeman Deaconess Health Services Dba Bozeman Health under EIN 81-0232121 and plan number 001. It reports 2,752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250527134501NAL0010645376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bozeman Deaconess Health Services Dba Bozeman Health
- EIN
- 81-0232121
- Plan number
- 001
- Location
- Bozeman, MT
- Participants
- 2,752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,229,266
- Net assets (EOY)
- $63,229,266
- Participant contributions
- $7,519,343
- Total income / additions
- $16,803,609
- Benefits paid
- $4,162,064
- Administrative expenses
- $22,359
- Total expenses
- $4,184,423
- Net increase / (decrease)
- $12,619,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $80,493 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $22,359 | $0 |