2023 Form 5500 filing — Billings Clinic Employee Benefit Plan And Trust
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 20250905180718NAL0029188848001) for Billings Clinic Employee Benefit Plan And Trust, reported by Billings Clinic under EIN 81-0231784 and plan number 501. It reports 3,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250905180718NAL0029188848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Billings Clinic
- EIN
- 81-0231784
- Plan number
- 501
- Location
- Billings, MT
- Participants
- 3,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,057,136
- Total liabilities (EOY)
- $5,690,622
- Net assets (EOY)
- $17,366,514
- Employer contributions
- $35,736,293
- Participant contributions
- $10,899,989
- Total income / additions
- $47,822,355
- Benefits paid
- $45,542,229
- Administrative expenses
- $2,221,859
- Total expenses
- $47,764,088
- Net increase / (decrease)
- $58,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacificsource Health Plans | CLAIMS PROCESSING | $1,192,238 | $0 |
| Pacificsource Health Plans | STOP LOSS | $342,411 | $0 |
| Crowley Fleck | LEGAL | $229,697 | $0 |
| Medimpact Healthcare Systems Inc. | RX CLAIMS PROCESSING | $207,925 | $0 |
| Lockton Companies LLC | CONSULTING AND BROKERAGE | $150,763 | $0 |
| Buckley Maxwell Dixon Dolezal | LEGAL | $117,307 | $0 |
| Rocky Mountain Reserve | NONE | $0 | $40,333 |
| Us Bank | TRUSTEE | $34,533 | $0 |
| Forvis Llp | AUDIT | $29,537 | $0 |