Montana Health Network 401(K) Plan — Form 5500 plan (Montana Health Network)
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, Montana Health Network 401(K) Plan is a benefit plan reported by Montana Health Network under EIN 81-0440728 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,706 participants and $52,961,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Health Network
- EIN
- 81-0440728
- Plan number
- 002
- Plan type
- 3
- Location
- Miles City, MT
- Latest filing year
- 2023
- Participants
- 1,706
- End-of-year plan assets
- $52,961,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,706 | H, C | 20241011111446NAL0044092738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,961,679
- Total liabilities (EOY)
- $88,306
- Net assets (EOY)
- $52,873,373
- Net assets (BOY)
- $44,164,273
Income & contributions
- Employer contributions
- $1,659,810
- Participant contributions
- $4,139,877
- Total contributions
- $6,396,839
- Total income / additions
- $14,026,267
Expenses & distributions
- Benefits paid
- $4,801,303
- Administrative expenses
- $271,707
- Total expenses
- $5,317,167
- Net increase / (decrease)
- $8,709,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $179,904 | $0 | 2023 |
| First Interstate Bank Of Commerce T | INVESTMENT ADVISORY- PLAN | $82,765 | $0 | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $24,180 | $163 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montana Health Network
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Miles City, MT
- Transamerica Financial Life Ins Co — Schedule C compensation
- First Interstate Bank Of Commerce T — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation