Northern Montana Hospital 403(B) Plan — Form 5500 plan (Northern Montana Hospital)
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, Northern Montana Hospital 403(B) Plan is a benefit plan reported by Northern Montana Hospital under EIN 81-0231787 and plan number 002. The latest loaded filing year is 2023. The filing reports 577 participants and $15,826,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Montana Hospital
- EIN
- 81-0231787
- Plan number
- 002
- Plan type
- 2
- Location
- Havre, MT
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $15,826,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20241009165716NAL0009417283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,826,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,826,159
- Net assets (BOY)
- $12,942,688
Income & contributions
- Employer contributions
- $535,020
- Participant contributions
- $1,293,517
- Total contributions
- $1,888,444
- Total income / additions
- $4,133,027
Expenses & distributions
- Benefits paid
- $1,207,696
- Administrative expenses
- $41,860
- Total expenses
- $1,249,556
- Net increase / (decrease)
- $2,883,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,860 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |