Search public Form 5500 filings

Plans

• planSt. Peter'S Hospital 403(B) Tax Deferred Savings PlanFinancial statementProvider compensation2023 filing
  $115.7Mreported assets (EOY)
  Sponsor: St. Peters HealthEIN: 81-0233121Plan: 002Participants: 2,540Assets: $115,742,755Net assets: $115.7MAssets / participant: $45.6KLocation: Helena, MTLatest: 2023
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• planMorrison-Maierle, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $73.2Mreported assets (EOY)
  Sponsor: Morrison-Maierle, Inc.EIN: 81-0217149Plan: 003Participants: 334Assets: $73,232,679Net assets: $73.2MAssets / participant: $219.3KLocation: Helena, MTLatest: 2023
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• planMorrison-Maierle, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $61.6Mreported assets (EOY)
  Sponsor: Morrison-Maierle, Inc.EIN: 81-0217149Plan: 002Participants: 448Assets: $61,610,464Net assets: $61.6MAssets / participant: $137.5KLocation: Helena, MTLatest: 2023
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• planSt. Peter'S Health Cashplus Retirement PlanFinancial statementProvider compensation2023 filing
  $56.8Mreported assets (EOY)
  Sponsor: St. Peters HealthEIN: 81-0233121Plan: 001Participants: 589Assets: $56,808,753Net assets: $56.8MAssets / participant: $96.4KLocation: Helena, MTLatest: 2023
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• planCarroll College 403(B) PlanFinancial statementProvider compensation2023 filing
  $52Mreported assets (EOY)
  Sponsor: Carroll CollegeEIN: 81-0231774Plan: 001Participants: 590Assets: $52,010,896Net assets: $52MAssets / participant: $88.2KLocation: Helena, MTLatest: 2023
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• planMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustFinancial statementProvider compensation2023 filing
  $36.7Mreported assets (EOY)
  Sponsor: Dick Anderson Construction, Inc.EIN: 81-0380463Plan: 003Participants: 778Assets: $36,655,369Net assets: $36.5MAssets / participant: $47.1KLocation: Helena, MTLatest: 2023
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• planOpportunity Bank Of Montana Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $35.1Mreported assets (EOY)
  Sponsor: Opportunity Bank Of MontanaEIN: 81-0105500Plan: 002Participants: 524Assets: $35,051,226Net assets: $35.1MAssets / participant: $66.9KLocation: Helena, MTLatest: 2023
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• planRobert Peccia & Associates, Inc. Employee Stock Ownership Plan And TrustFinancial statement2023 filing
  $34.2Mreported assets (EOY)
  Sponsor: Robert Peccia & Associates, Inc.EIN: 81-0379334Plan: 002Participants: 78Assets: $34,208,110Net assets: $34.2MAssets / participant: $438.6KLocation: Helena, MTLatest: 2023
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