Billings Clinic Pension Plan — Form 5500 plan (Billings Clinic)
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, Billings Clinic Pension Plan is a benefit plan reported by Billings Clinic under EIN 81-0231784 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,707 participants and $236,512,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Billings Clinic
- EIN
- 81-0231784
- Plan number
- 002
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 4,707
- End-of-year plan assets
- $236,512,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,707 | H, C | 20241012122557NAL0023420769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,512,701
- Total liabilities (EOY)
- $10
- Net assets (EOY)
- $236,512,691
- Net assets (BOY)
- $205,325,327
Income & contributions
- Employer contributions
- $13,813,928
- Participant contributions
- $0
- Total contributions
- $13,813,928
- Total income / additions
- $55,018,276
Expenses & distributions
- Benefits paid
- $23,771,968
- Administrative expenses
- $26,678
- Total expenses
- $23,830,912
- Net increase / (decrease)
- $31,187,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buckley Maxwell Dixon Dolezal Pc | ATTORNEY/LEGAL | $66,827 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,811 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $17,647 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$87,584 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Billings Clinic
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Billings, MT
- Buckley Maxwell Dixon Dolezal Pc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation