Shodair Hospital Employees Tax Deferred Annuity Plan — Form 5500 plan (Montana Childrens Home & 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, Shodair Hospital Employees Tax Deferred Annuity Plan is a benefit plan reported by Montana Childrens Home & Hospital under EIN 81-0231789 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $14,525,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Childrens Home & Hospital
- EIN
- 81-0231789
- Plan number
- 001
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $14,525,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20241002170854NAL0005054675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,525,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,525,489
- Net assets (BOY)
- $14,651,271
Income & contributions
- Employer contributions
- $883,147
- Participant contributions
- $618,950
- Total contributions
- $1,503,012
- Total income / additions
- $3,588,644
Expenses & distributions
- Benefits paid
- $3,684,979
- Administrative expenses
- $24,676
- Total expenses
- $3,714,426
- Net increase / (decrease)
- -$125,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Big Sky Retirement Inc. | CONTRACT ADMIN | $16,588 | $10,000 | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISOR | $26,533 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $11,975 | not reported in the loaded dataset | 2023 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $870 | $5,988 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montana Childrens Home & Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Helena, MT
- Big Sky Retirement Inc. — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Reliastar Life Insurance Company — Schedule C compensation