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, Bozeman Health 403(B) Plan is a benefit plan reported by Bozeman Deaconess Health Services Dba Bozeman Health under EIN 81-0232121 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,752 participants and $63,229,266 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,229,266
- Net assets (EOY)
- $63,229,266
- Net assets (BOY)
- $50,610,080
Income & contributions
- Participant contributions
- $7,519,343
- Total contributions
- $7,773,760
- Total income / additions
- $16,803,609
Expenses & distributions
- Benefits paid
- $4,162,064
- Administrative expenses
- $22,359
- Total expenses
- $4,184,423
- Net increase / (decrease)
- $12,619,186