Billings Clinic Employee Benefit Plan And Trust — 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 Employee Benefit Plan And Trust is a benefit plan reported by Billings Clinic under EIN 81-0231784 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,149 participants and $23,057,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Billings Clinic
- EIN
- 81-0231784
- Plan number
- 501
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 3,149
- End-of-year plan assets
- $23,057,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,149 | H, C | 20250905180718NAL0029188848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,057,136
- Total liabilities (EOY)
- $5,690,622
- Net assets (EOY)
- $17,366,514
- Net assets (BOY)
- $17,308,247
Income & contributions
- Employer contributions
- $35,736,293
- Participant contributions
- $10,899,989
- Total contributions
- $46,636,282
- Total income / additions
- $47,822,355
Expenses & distributions
- Benefits paid
- $45,542,229
- Administrative expenses
- $2,221,859
- Total expenses
- $47,764,088
- Net increase / (decrease)
- $58,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacificsource Health Plans | CLAIMS PROCESSING | $1,192,238 | $0 | 2023 |
| Pacificsource Health Plans | STOP LOSS | $342,411 | $0 | 2023 |
| Crowley Fleck | LEGAL | $229,697 | $0 | 2023 |
| Medimpact Healthcare Systems Inc. | RX CLAIMS PROCESSING | $207,925 | $0 | 2023 |
| Lockton Companies LLC | CONSULTING AND BROKERAGE | $150,763 | $0 | 2023 |
| Buckley Maxwell Dixon Dolezal | LEGAL | $117,307 | $0 | 2023 |
| Rocky Mountain Reserve | NONE | $0 | $40,333 | 2023 |
| Us Bank | TRUSTEE | $34,533 | $0 | 2023 |
| Forvis Llp | AUDIT | $29,537 | $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
- Pacificsource Health Plans — Schedule C compensation
- Crowley Fleck — Schedule C compensation
- Medimpact Healthcare Systems Inc. — Schedule C compensation
- Lockton Companies LLC — Schedule C compensation
- Buckley Maxwell Dixon Dolezal — Schedule C compensation
- Rocky Mountain Reserve — Schedule C compensation
- Us Bank — Schedule C compensation
- Forvis Llp — Schedule C compensation