Retirement Plan For Employees Of Northern Montana Hospital — Form 5500 plan (Northern Montana Hospital)

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, Retirement Plan For Employees Of Northern Montana Hospital is a benefit plan reported by Northern Montana Hospital under EIN 81-0231787 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $34,073,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northern Montana Hospital
EIN
81-0231787
Plan number
001
Plan type
2
Location
Havre, MT
Latest filing year
2023
Participants
617
End-of-year plan assets
$34,073,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023617H, C20241010093221NAL0011336003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,073,428
Total liabilities (EOY)
$0
Net assets (EOY)
$34,073,428
Net assets (BOY)
$32,485,498

Income & contributions

Total contributions
$0
Total income / additions
$3,421,399

Expenses & distributions

Benefits paid
$1,694,056
Administrative expenses
$139,413
Total expenses
$1,833,469
Net increase / (decrease)
$1,587,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$139,413$02023

Related Form 5500 pages