Bozeman Health Retirement 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 Retirement Plan is a benefit plan reported by Bozeman Deaconess Health Services Dba Bozeman Health under EIN 81-0232121 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,259 participants and $84,728,635 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
- 002
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 2,259
- End-of-year plan assets
- $84,728,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,259 | H, C | 20240904082900NAL0019481457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,728,635
- Total liabilities (EOY)
- $39,389
- Net assets (EOY)
- $84,689,246
- Net assets (BOY)
- $69,301,266
Income & contributions
- Employer contributions
- $8,443,524
- Total contributions
- $8,443,524
- Total income / additions
- $19,008,962
Expenses & distributions
- Benefits paid
- $3,386,917
- Administrative expenses
- $234,065
- Total expenses
- $3,620,982
- Net increase / (decrease)
- $15,387,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D A Davidson & Co Inc | NONE | $107,836 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | NONE | $106,873 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bozeman Deaconess Health Services Dba Bozeman Health
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- D A Davidson & Co Inc — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation