2023 Form 5500 filing — Bozeman Deaconess Health Services Comprehensive Health And Welfare 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 20241015095428NAL0047268960004) for Bozeman Deaconess Health Services Comprehensive Health And Welfare Plan, reported by Bozeman Deaconess Health Services under EIN 81-0232121 and plan number 501. It reports 1,586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095428NAL0047268960004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bozeman Deaconess Health Services
- EIN
- 81-0232121
- Plan number
- 501
- Location
- Bozeman, MT
- Participants
- 1,586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,830,241
- Total liabilities (EOY)
- $2,416,139
- Net assets (EOY)
- -$585,898
- Employer contributions
- $22,024,377
- Participant contributions
- $5,977,936
- Total income / additions
- $28,460,255
- Benefits paid
- $26,308,209
- Administrative expenses
- $872,193
- Total expenses
- $27,180,402
- Net increase / (decrease)
- $1,279,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Health & Benefits | NONE | $88,000 | not reported in the loaded dataset |
| The Partners Group | NONE | $17,480 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $17,000 | not reported in the loaded dataset |