Search public Form 5500 filings

Plans

• planWashington Companies 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $417.8Mreported assets (EOY)
  Sponsor: Washington CompaniesEIN: 81-0485406Plan: 002Participants: 2,756Assets: $417,849,493Net assets: $417.8MAssets / participant: $151.6KLocation: Missoula, MTLatest: 2023
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• planMontana Rail Link Retiree Benefit PlanFinancial statement2023 filing
  $57Mreported assets (EOY)
  Sponsor: Montana Rail Link, Inc.EIN: 81-0447040Plan: 513Participants: 87Assets: $56,974,828Net assets: $56.9MAssets / participant: $654.9KLocation: Missoula, MTLatest: 2023
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• planAllegiance Benefit Plan Management, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $49.5Mreported assets (EOY)
  Sponsor: Allegiance Benefit Plan Management, Inc.EIN: 81-0400550Plan: 001Participants: 750Assets: $49,479,251Net assets: $49.5MAssets / participant: $66KLocation: Missoula, MTLatest: 2023
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• planTamarack Management Inc. 401k Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $43Mreported assets (EOY)
  Sponsor: Western Montana Clinic, P.C.EIN: 81-0226415Plan: 006Participants: 368Assets: $42,979,068Net assets: $43MAssets / participant: $116.8KLocation: Missoula, MTLatest: 2023
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• planMissoula Bone & Joint, LLC 401(K) Profit Sharing Plan & TrustFinancial statementProvider compensation2023 filing
  $27.7Mreported assets (EOY)
  Sponsor: Missoula Bone & Joint, LLCEIN: 84-1392819Plan: 002Participants: 234Assets: $27,703,187Net assets: $27.5MAssets / participant: $118.4KLocation: Missoula, MTLatest: 2023
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• planRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanFinancial statementProvider compensation2023 filing
  $26.7Mreported assets (EOY)
  Sponsor: Rocky Mountain Elk Foundation, Inc.EIN: 81-0421425Plan: 002Participants: 194Assets: $26,730,895Net assets: $26.7MAssets / participant: $137.8KLocation: Missoula, MTLatest: 2023
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• planNeptune Aviation Savings And Investment PlanFinancial statementProvider compensation2023 filing
  $24.2Mreported assets (EOY)
  Sponsor: Neptune Aviation Services Inc.EIN: 81-0483816Plan: 001Participants: 259Assets: $24,171,216Net assets: $24.2MAssets / participant: $93.3KLocation: Missoula, MTLatest: 2023
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• planNorthstar Medical Management, Inc. 401(K) Profit-Sharing PlanFinancial statementProvider compensation2023 filing
  $23.3Mreported assets (EOY)
  Sponsor: Northstar Medical Management, Inc.EIN: 81-0538539Plan: 002Participants: 242Assets: $23,260,168Net assets: $23.3MAssets / participant: $96.1KLocation: Missoula, MTLatest: 2023
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