Bozeman Deaconess Health Services Comprehensive Health And Welfare Plan — Form 5500 plan (Bozeman Deaconess Health Services)

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 Deaconess Health Services Comprehensive Health And Welfare Plan is a benefit plan reported by Bozeman Deaconess Health Services under EIN 81-0232121 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,586 participants and $1,830,241 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bozeman Deaconess Health Services
EIN
81-0232121
Plan number
501
Plan type
2
Location
Bozeman, MT
Latest filing year
2023
Participants
1,586
End-of-year plan assets
$1,830,241

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,586H, C20241015095428NAL0047268960004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,830,241
Total liabilities (EOY)
$2,416,139
Net assets (EOY)
-$585,898
Net assets (BOY)
-$1,865,751

Income & contributions

Employer contributions
$22,024,377
Participant contributions
$5,977,936
Total contributions
$28,187,586
Total income / additions
$28,460,255

Expenses & distributions

Benefits paid
$26,308,209
Administrative expenses
$872,193
Total expenses
$27,180,402
Net increase / (decrease)
$1,279,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Health & BenefitsNONE$88,000not reported in the loaded dataset2023
The Partners GroupNONE$17,480not reported in the loaded dataset2023
Eide Bailly LlpNONE$17,000not reported in the loaded dataset2023

Related Form 5500 pages