Health Benefits Plan For The Employees Of Stockman — Form 5500 plan (Stockman Financial Corp.)
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, Health Benefits Plan For The Employees Of Stockman is a benefit plan reported by Stockman Financial Corp. under EIN 81-0399040 and plan number 501. The latest loaded filing year is 2023. The filing reports 584 participants and $6,854,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stockman Financial Corp.
- EIN
- 81-0399040
- Plan number
- 501
- Plan type
- 2
- Location
- Miles City, MT
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $6,854,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20241011161846NAL0012746243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,854,573
- Total liabilities (EOY)
- $1,367,765
- Net assets (EOY)
- $5,486,808
- Net assets (BOY)
- $5,551,682
Income & contributions
- Employer contributions
- $5,886,194
- Participant contributions
- $3,488,391
- Total contributions
- $9,413,737
- Total income / additions
- $9,570,190
Expenses & distributions
- Benefits paid
- $9,462,902
- Administrative expenses
- $172,162
- Total expenses
- $9,635,064
- Net increase / (decrease)
- -$64,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alligiance Benefit Plan Mgmt, Inc. | NONE | $110,932 | $2,123 | 2023 |
| Rightway Healthcare | NONE | $38,698 | not reported in the loaded dataset | 2023 |
| Allegiance Care Management, Inc. | NONE | $13,927 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stockman Financial Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Miles City, MT
- Alligiance Benefit Plan Mgmt, Inc. — Schedule C compensation
- Rightway Healthcare — Schedule C compensation
- Allegiance Care Management, Inc. — Schedule C compensation