Plan5500

Billings Clinic Pension Plan — Form 5500 plan (Billings Clinic)

Plain-English plan 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, Billings Clinic Pension Plan is a benefit plan reported by Billings Clinic under EIN 81-0231784 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,707 participants and $236,512,701 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$236.5MPlan net assets, end of year$236,512,691
Participants4.7KCovered participants reported4,707
Assets / participant$50.2KComputed: assets ÷ participants$50,247 (computed)
Provider compensation$26.7K4 Schedule C provider row(s)$26,701
Plan sponsor
Billings Clinic
EIN
81-0231784
Plan number
002
Plan type
2
Location
Billings, MT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,707 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$236,512,701
Total liabilities (EOY)
$10
Net assets (EOY)
$236,512,691
Net assets (BOY)
$205,325,327

Income & contributions

Employer contributions
$13,813,928
Participant contributions
$0
Total contributions
$13,813,928
Total income / additions
$55,018,276

Expenses & distributions

Benefits paid
$23,771,968
Administrative expenses
$26,678
Total expenses
$23,830,912
Net increase / (decrease)
$31,187,364
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Buckley Maxwell Dixon Dolezal Pc$66.8K
    ATTORNEY/LEGAL · Direct $66.8K
  2. 2
    Strategic Advisors, Inc.$29.8K
    ADVISOR · Direct $29.8K
  3. 3
    Forvis, Llp$17.6K
    ACCOUNTANT/AUDITOR · Direct $17.6K
  4. 4
    Fidelity Investments Institutional-$87.6K
    RECORDKEEPER · Direct -$87.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Billings Clinic Pension Plan?
Billings Clinic Pension Plan is reported as sponsored by Billings Clinic (EIN 81-0231784, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Billings Clinic Pension Plan?
The latest Form 5500 filing year loaded for Billings Clinic Pension Plan is 2023.
How many participants does Billings Clinic Pension Plan report?
Billings Clinic Pension Plan reports 4,707 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Billings Clinic Pension Plan?
Billings Clinic Pension Plan reports $236,512,701 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages