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Filters:State: MT City: HAVRE Clear all

Companies

companyNorthern Montana Hospital
$49.9Mreported plan assets
EIN: 81-0231787Location: MTPlans: 3Participants: 1,518Latest: 2023
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companyIndependence Bank
$29.3Mreported plan assets
EIN: 81-0331859Location: MTPlans: 1Participants: 185Latest: 2023
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companyGary & Leo'S Inc.
$6.1Mreported plan assets
EIN: 81-0450061Location: MTPlans: 1Participants: 141Latest: 2023
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Plans

planRetirement Plan For Employees Of Northern Montana HospitalFinancial statementProvider compensation2023 filing
$34.1Mreported assets (EOY)
Sponsor: Northern Montana HospitalEIN: 81-0231787Plan: 001Participants: 617Assets: $34,073,428Net assets: $34.1MAssets / participant: $55.2KLocation: Havre, MTLatest: 2023
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planIndependence Bank 401k Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
$29.3Mreported assets (EOY)
Sponsor: Independence BankEIN: 81-0331859Plan: 001Participants: 185Assets: $29,302,408Net assets: $29.3MAssets / participant: $158.4KLocation: Havre, MTLatest: 2023
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planNorthern Montana Hospital 403(B) PlanFinancial statementProvider compensation2023 filing
$15.8Mreported assets (EOY)
Sponsor: Northern Montana HospitalEIN: 81-0231787Plan: 002Participants: 577Assets: $15,826,159Net assets: $15.8MAssets / participant: $27.4KLocation: Havre, MTLatest: 2023
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planGary & Leo'S Inc. Cash Or Deferred Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
$6.1Mreported assets (EOY)
Sponsor: Gary & Leo'S Inc.EIN: 81-0450061Plan: 001Participants: 141Assets: $6,078,911Net assets: $6.1MAssets / participant: $43.1KLocation: Havre, MTLatest: 2023
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planNorthern Montana Hospital Health Plan2023 filing
Sponsor: Northern Montana HospitalEIN: 81-0231787Plan: 503Participants: 324Assets: not reported in the loaded datasetLocation: Havre, MTLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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