2023 Form 5500 filing — Montana Health Network 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011111446NAL0044092738001) for Montana Health Network 401(K) Plan, reported by Montana Health Network under EIN 81-0440728 and plan number 002. It reports 1,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111446NAL0044092738001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Montana Health Network
- EIN
- 81-0440728
- Plan number
- 002
- Location
- Miles City, MT
- Participants
- 1,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,961,679
- Total liabilities (EOY)
- $88,306
- Net assets (EOY)
- $52,873,373
- Employer contributions
- $1,659,810
- Participant contributions
- $4,139,877
- Total income / additions
- $14,026,267
- Benefits paid
- $4,801,303
- Administrative expenses
- $271,707
- Total expenses
- $5,317,167
- Net increase / (decrease)
- $8,709,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $179,904 | $0 |
| First Interstate Bank Of Commerce T | INVESTMENT ADVISORY- PLAN | $82,765 | $0 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $24,180 | $163 |