Billings Clinic Moneymaker 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 Moneymaker Plan is a benefit plan reported by Billings Clinic under EIN 81-0231784 and plan number 003. The latest loaded filing year is 2023. The filing reports 42 participants and $1,872,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Billings Clinic
EIN
81-0231784
Plan number
003
Plan type
2
Location
Billings, MT
Latest filing year
2023
Participants
42
End-of-year plan assets
$1,872,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I20241011091641NAL0021573425001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,872,424
Total liabilities (EOY)
$0
Net assets (EOY)
$1,872,424
Net assets (BOY)
$1,722,807

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$401,818

Expenses & distributions

Benefits paid
$251,911
Administrative expenses
$290
Total expenses
$252,201
Net increase / (decrease)
$149,617

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages