Bozeman Health 403(B) Plan — Form 5500 plan (Bozeman Deaconess Health Services Dba Bozeman Health)

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, Bozeman Health 403(B) Plan is a benefit plan reported by Bozeman Deaconess Health Services Dba Bozeman Health under EIN 81-0232121 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,752 participants and $63,229,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bozeman Deaconess Health Services Dba Bozeman Health
EIN
81-0232121
Plan number
001
Plan type
2
Location
Bozeman, MT
Latest filing year
2023
Participants
2,752
End-of-year plan assets
$63,229,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,752H, C20250527134501NAL0010645376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,229,266
Net assets (EOY)
$63,229,266
Net assets (BOY)
$50,610,080

Income & contributions

Participant contributions
$7,519,343
Total contributions
$7,773,760
Total income / additions
$16,803,609

Expenses & distributions

Benefits paid
$4,162,064
Administrative expenses
$22,359
Total expenses
$4,184,423
Net increase / (decrease)
$12,619,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$80,493not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$22,359$02023

Related Form 5500 pages