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BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameBILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST
Plan identification number 501

BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

BILLINGS CLINIC has sponsored the creation of one or more 401k plans.

Company Name:BILLINGS CLINIC
Employer identification number (EIN):810231784
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012018-01-01
5012017-01-01CONNIE PREWITT
5012017-01-01
5012016-01-01
5012016-01-01CONNIE PREWITT2018-09-19
5012015-01-01
5012015-01-01
5012014-01-01CONNIE PREWITT
5012013-01-01CONNIE PREWITT CONNIE PREWITT2014-10-14
5012012-01-01CONNIE PREWITT
5012011-01-01CONNIE PREWITT
5012010-01-01MARY ELLEN JAMES
5012009-01-01MARY ELLEN JAMES

Plan Statistics for BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST

401k plan membership statisitcs for BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST

Measure Date Value
2022: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013,264
Total number of active participants reported on line 7a of the Form 55002022-01-012,296
Total of all active and inactive participants2022-01-012,296
Total participants2022-01-012,296
2021: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013,299
Total number of active participants reported on line 7a of the Form 55002021-01-013,264
Total of all active and inactive participants2021-01-013,264
Total participants2021-01-013,264
2020: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-013,088
Total number of active participants reported on line 7a of the Form 55002020-01-013,299
Total of all active and inactive participants2020-01-013,299
Total participants2020-01-013,299
2019: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013,274
Total number of active participants reported on line 7a of the Form 55002019-01-013,088
Total of all active and inactive participants2019-01-013,088
Total participants2019-01-013,088
2018: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012,997
Total number of active participants reported on line 7a of the Form 55002018-01-013,261
Number of retired or separated participants receiving benefits2018-01-0113
Total of all active and inactive participants2018-01-013,274
Total participants2018-01-013,274
2017: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013,539
Total number of active participants reported on line 7a of the Form 55002017-01-012,938
Number of retired or separated participants receiving benefits2017-01-0159
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,997
2016: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012,865
Total number of active participants reported on line 7a of the Form 55002016-01-012,780
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,802
2015: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012,856
Total number of active participants reported on line 7a of the Form 55002015-01-012,840
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,865
2014: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012,840
Total number of active participants reported on line 7a of the Form 55002014-01-012,830
Number of retired or separated participants receiving benefits2014-01-0126
Total of all active and inactive participants2014-01-012,856
2013: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012,756
Total number of active participants reported on line 7a of the Form 55002013-01-012,802
Total of all active and inactive participants2013-01-012,802
Total participants2013-01-012,802
2012: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012,793
Total number of active participants reported on line 7a of the Form 55002012-01-012,746
Number of retired or separated participants receiving benefits2012-01-0110
Total of all active and inactive participants2012-01-012,756
Total participants2012-01-012,756
2011: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012,789
Total number of active participants reported on line 7a of the Form 55002011-01-012,774
Number of retired or separated participants receiving benefits2011-01-0119
Total of all active and inactive participants2011-01-012,793
Total participants2011-01-012,793
2010: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012,838
Total number of active participants reported on line 7a of the Form 55002010-01-012,805
Number of retired or separated participants receiving benefits2010-01-0129
Total of all active and inactive participants2010-01-012,834
Total participants2010-01-012,834
2009: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012,844
Total number of active participants reported on line 7a of the Form 55002009-01-012,892
Number of retired or separated participants receiving benefits2009-01-0127
Total of all active and inactive participants2009-01-012,919
Total participants2009-01-012,919

Financial Data on BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST

Measure Date Value
2022 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-399,490
Total unrealized appreciation/depreciation of assets2022-12-31$-399,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,759,078
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,289,574
Total income from all sources (including contributions)2022-12-31$44,888,463
Total loss/gain on sale of assets2022-12-31$-48,964
Total of all expenses incurred2022-12-31$44,410,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,585,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$46,509,035
Value of total assets at end of year2022-12-31$24,067,325
Value of total assets at beginning of year2022-12-31$23,119,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,824,790
Total interest from all sources2022-12-31$474,415
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,707,313
Assets. Other investments not covered elsewhere at end of year2022-12-31$742
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$227
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$41,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,398
Liabilities. Value of operating payables at end of year2022-12-31$2,093,464
Liabilities. Value of operating payables at beginning of year2022-12-31$1,942,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$478,440
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,308,247
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,829,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$35,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,556,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,578,119
Interest earned on other investments2022-12-31$370,829
Income. Interest from corporate debt instruments2022-12-31$52,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,336,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,687,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,687,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$51,486
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$356,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,646,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$35,801,722
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$33,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$42,228,986
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,943,415
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,142,032
Contract administrator fees2022-12-31$1,789,052
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,188,834
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,677,550
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,665,614
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,341,172
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,077,766
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,126,730
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$116,763
Total unrealized appreciation/depreciation of assets2021-12-31$116,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,289,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,472,712
Total income from all sources (including contributions)2021-12-31$45,970,333
Total of all expenses incurred2021-12-31$43,907,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,196,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$45,517,574
Value of total assets at end of year2021-12-31$23,119,381
Value of total assets at beginning of year2021-12-31$20,239,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,711,081
Total interest from all sources2021-12-31$335,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,656,573
Assets. Other investments not covered elsewhere at end of year2021-12-31$227
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$123
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$414,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$1,942,004
Liabilities. Value of operating payables at beginning of year2021-12-31$1,845,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,063,242
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,829,807
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,766,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,578,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,644,171
Interest earned on other investments2021-12-31$265,190
Income. Interest from corporate debt instruments2021-12-31$70,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,687,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,609,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,609,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$594
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$251,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$34,861,001
Employer contributions (assets) at end of year2021-12-31$33,641
Employer contributions (assets) at beginning of year2021-12-31$473,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$41,944,171
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,142,032
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,814,697
Contract administrator fees2021-12-31$1,671,692
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,677,550
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,282,949
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,341,172
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,627,042
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$785,844
Total unrealized appreciation/depreciation of assets2020-12-31$785,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,472,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,910,221
Total income from all sources (including contributions)2020-12-31$41,156,072
Total of all expenses incurred2020-12-31$40,340,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,894,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$40,034,920
Value of total assets at end of year2020-12-31$20,239,277
Value of total assets at beginning of year2020-12-31$19,861,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,446,548
Total interest from all sources2020-12-31$335,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$523,666
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,524,274
Assets. Other investments not covered elsewhere at end of year2020-12-31$123
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$414,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,811
Liabilities. Value of operating payables at end of year2020-12-31$1,845,670
Liabilities. Value of operating payables at beginning of year2020-12-31$1,883,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$815,167
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,766,565
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,951,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,644,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$961,406
Interest earned on other investments2020-12-31$261,168
Income. Interest from corporate debt instruments2020-12-31$70,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,609,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,000,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,000,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,290
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$228,608
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$7,829,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,510,646
Employer contributions (assets) at end of year2020-12-31$473,215
Employer contributions (assets) at beginning of year2020-12-31$284,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,665,749
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,814,697
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,834,372
Contract administrator fees2020-12-31$1,409,341
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,282,949
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,397,530
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,627,042
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,026,351
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$867,356
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$867,356
Total unrealized appreciation/depreciation of assets2019-12-31$867,356
Total unrealized appreciation/depreciation of assets2019-12-31$867,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,910,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,910,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,068,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,068,374
Total income from all sources (including contributions)2019-12-31$40,371,137
Total income from all sources (including contributions)2019-12-31$40,371,137
Total of all expenses incurred2019-12-31$40,287,779
Total of all expenses incurred2019-12-31$40,287,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,970,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,970,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,087,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,087,344
Value of total assets at end of year2019-12-31$19,861,619
Value of total assets at beginning of year2019-12-31$18,936,414
Value of total assets at beginning of year2019-12-31$18,936,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,317,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,317,525
Total interest from all sources2019-12-31$416,437
Total interest from all sources2019-12-31$416,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$523,666
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$523,666
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$464,159
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$464,159
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,831,572
Contributions received from participants2019-12-31$9,831,572
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$216,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$216,186
Liabilities. Value of operating payables at end of year2019-12-31$1,883,870
Liabilities. Value of operating payables at end of year2019-12-31$1,883,870
Liabilities. Value of operating payables at beginning of year2019-12-31$2,067,023
Liabilities. Value of operating payables at beginning of year2019-12-31$2,067,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$83,358
Value of net income/loss2019-12-31$83,358
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,951,398
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,951,398
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,868,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,868,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$35,341
Investment advisory and management fees2019-12-31$35,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$961,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,696,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,696,345
Income. Interest from US Government securities2019-12-31$58,844
Income. Interest from US Government securities2019-12-31$58,844
Income. Interest from corporate debt instruments2019-12-31$326,147
Income. Interest from corporate debt instruments2019-12-31$326,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,000,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,000,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,708,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,708,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,708,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,708,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,446
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$191,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$191,000
Asset value of US Government securities at end of year2019-12-31$7,829,780
Asset value of US Government securities at end of year2019-12-31$7,829,780
Asset value of US Government securities at beginning of year2019-12-31$7,257,544
Asset value of US Government securities at beginning of year2019-12-31$7,257,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$29,255,772
Contributions received in cash from employer2019-12-31$29,255,772
Employer contributions (assets) at end of year2019-12-31$284,059
Employer contributions (assets) at end of year2019-12-31$284,059
Employer contributions (assets) at beginning of year2019-12-31$4,681,500
Employer contributions (assets) at beginning of year2019-12-31$4,681,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,779,254
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,834,372
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$299,313
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$299,313
Contract administrator fees2019-12-31$1,282,184
Contract administrator fees2019-12-31$1,282,184
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,397,530
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,397,530
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,612,379
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,026,351
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,026,351
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,001,351
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-591,510
Total unrealized appreciation/depreciation of assets2018-12-31$-591,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,387,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,772,662
Total income from all sources (including contributions)2018-12-31$37,438,277
Total loss/gain on sale of assets2018-12-31$125,287
Total of all expenses incurred2018-12-31$36,358,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,412,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,529,199
Value of total assets at end of year2018-12-31$18,936,414
Value of total assets at beginning of year2018-12-31$18,241,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,945,804
Total interest from all sources2018-12-31$375,301
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$464,159
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,359,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$216,186
Liabilities. Value of operating payables at end of year2018-12-31$2,067,023
Liabilities. Value of operating payables at beginning of year2018-12-31$1,482,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,079,926
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,548,631
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,468,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$33,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,696,345
Income. Interest from US Government securities2018-12-31$62,720
Income. Interest from corporate debt instruments2018-12-31$301,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,708,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,963,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,963,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,659
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$452,890
Asset value of US Government securities at end of year2018-12-31$7,257,544
Asset value of US Government securities at beginning of year2018-12-31$8,291,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$28,170,183
Employer contributions (assets) at end of year2018-12-31$4,681,500
Employer contributions (assets) at beginning of year2018-12-31$4,484,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,959,657
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$299,313
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,968,562
Contract administrator fees2018-12-31$1,912,128
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,612,379
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,532,920
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,320,760
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,290,460
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$125,287
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$285,489
Total unrealized appreciation/depreciation of assets2017-12-31$285,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,482,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,632,564
Total income from all sources (including contributions)2017-12-31$37,143,487
Total loss/gain on sale of assets2017-12-31$103,357
Total of all expenses incurred2017-12-31$35,197,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,162,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,148,201
Value of total assets at end of year2017-12-31$18,257,591
Value of total assets at beginning of year2017-12-31$18,462,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,631
Total interest from all sources2017-12-31$342,041
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$11,473
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,006,526
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$3,378,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$256,951
Other income not declared elsewhere2017-12-31$264,399
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$332,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,945,868
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,775,389
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,829,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,631
Income. Interest from US Government securities2017-12-31$167,129
Income. Interest from corporate debt instruments2017-12-31$167,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,963,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,589,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,589,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,783
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$344,306
Asset value of US Government securities at end of year2017-12-31$9,812,874
Asset value of US Government securities at beginning of year2017-12-31$9,666,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$27,141,675
Employer contributions (assets) at end of year2017-12-31$4,484,872
Employer contributions (assets) at beginning of year2017-12-31$1,494,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,440,545
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,968,562
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,873,971
Contract administrator fees2017-12-31$3,779,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,581,074
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,482,202
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,300,183
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$103,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-35,000
Total unrealized appreciation/depreciation of assets2016-12-31$-35,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$32,903,600
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$31,503,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$28,400,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,860,000
Value of total assets at end of year2016-12-31$17,431,235
Value of total assets at beginning of year2016-12-31$16,031,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,103,849
Total interest from all sources2016-12-31$78,600
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,860,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$3,588,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$780,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$78,984
Administrative expenses (other) incurred2016-12-31$277,849
Liabilities. Value of operating payables at end of year2016-12-31$332,381
Liabilities. Value of operating payables at beginning of year2016-12-31$255,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,399,751
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,431,235
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,031,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,000
Interest earned on other investments2016-12-31$76,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,181,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,545,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,545,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,600
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$400,000
Asset value of US Government securities at end of year2016-12-31$3,500,000
Asset value of US Government securities at beginning of year2016-12-31$3,576,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$25,000,000
Employer contributions (assets) at end of year2016-12-31$1,167,000
Employer contributions (assets) at beginning of year2016-12-31$1,167,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$28,000,000
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$10,802,716
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,662,884
Contract administrator fees2016-12-31$2,800,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,581,074
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,300,183
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-34,888
Total unrealized appreciation/depreciation of assets2015-12-31$-34,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,588
Total income from all sources (including contributions)2015-12-31$32,240,026
Total loss/gain on sale of assets2015-12-31$-685
Total of all expenses incurred2015-12-31$32,214,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,136,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,196,575
Value of total assets at end of year2015-12-31$16,031,484
Value of total assets at beginning of year2015-12-31$16,017,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,078,433
Total interest from all sources2015-12-31$78,329
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,856,720
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$328,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$78,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$11,588
Other income not declared elsewhere2015-12-31$695
Administrative expenses (other) incurred2015-12-31$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$25,135
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,031,484
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,006,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$26,196
Interest earned on other investments2015-12-31$75,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,545,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,878,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,878,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,661
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$398,000
Asset value of US Government securities at end of year2015-12-31$3,576,826
Asset value of US Government securities at beginning of year2015-12-31$7,801,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,011,184
Employer contributions (assets) at end of year2015-12-31$1,167,773
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,738,458
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,662,884
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,320,039
Contract administrator fees2015-12-31$8,051,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$52,513,808
Aggregate carrying amount (costs) on sale of assets2015-12-31$52,514,493
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-10,668
Total unrealized appreciation/depreciation of assets2014-12-31$-10,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,676,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,421,000
Total income from all sources (including contributions)2014-12-31$29,956,333
Total loss/gain on sale of assets2014-12-31$-13,072
Total of all expenses incurred2014-12-31$26,102,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,002,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,933,767
Value of total assets at end of year2014-12-31$16,017,937
Value of total assets at beginning of year2014-12-31$11,908,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,099,893
Total interest from all sources2014-12-31$46,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,955,180
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$284,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$11,588
Administrative expenses (other) incurred2014-12-31$329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,853,708
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,341,349
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,487,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,583
Income. Interest from US Government securities2014-12-31$16,422
Income. Interest from corporate debt instruments2014-12-31$25,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,878,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,988,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,988,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,292
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$398,460
Asset value of US Government securities at end of year2014-12-31$7,801,115
Asset value of US Government securities at beginning of year2014-12-31$3,773,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,694,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,604,272
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,320,039
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,147,060
Contract administrator fees2014-12-31$2,078,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,665,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,421,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$86,125,734
Aggregate carrying amount (costs) on sale of assets2014-12-31$86,138,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-703
Total unrealized appreciation/depreciation of assets2013-12-31$-703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,421,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,000,000
Total income from all sources (including contributions)2013-12-31$25,481,678
Total loss/gain on sale of assets2013-12-31$-4,011
Total of all expenses incurred2013-12-31$26,054,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,958,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,473,267
Value of total assets at end of year2013-12-31$11,908,641
Value of total assets at beginning of year2013-12-31$11,060,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,096,420
Total interest from all sources2013-12-31$13,125
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,564,332
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$244,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$127,058
Administrative expenses (other) incurred2013-12-31$486
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-573,112
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,487,641
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,060,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$14,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,988,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,600,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,600,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,125
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$377,707
Asset value of US Government securities at end of year2013-12-31$3,773,549
Asset value of US Government securities at beginning of year2013-12-31$332,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$18,664,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,580,663
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,147,060
Contract administrator fees2013-12-31$2,081,496
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,421,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,000,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$30,279,359
Aggregate carrying amount (costs) on sale of assets2013-12-31$30,283,370
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY
Accountancy firm EIN2013-12-31450250958
2012 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-27
Total unrealized appreciation/depreciation of assets2012-12-31$-27
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,000,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$150,000
Total income from all sources (including contributions)2012-12-31$27,875,786
Total of all expenses incurred2012-12-31$19,991,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,864,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,867,017
Value of total assets at end of year2012-12-31$11,060,753
Value of total assets at beginning of year2012-12-31$3,176,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,127,252
Total interest from all sources2012-12-31$8,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,354,620
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$127,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$107,743
Administrative expenses (other) incurred2012-12-31$969
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$4,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,884,268
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,060,753
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,026,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,600,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,725,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,725,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,796
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$393,070
Asset value of US Government securities at end of year2012-12-31$332,984
Asset value of US Government securities at beginning of year2012-12-31$338,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,484,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,471,196
Contract administrator fees2012-12-31$2,118,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,000,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$150,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY
Accountancy firm EIN2012-12-31450250958
2011 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-137
Total unrealized appreciation/depreciation of assets2011-12-31$-137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$130,000
Total income from all sources (including contributions)2011-12-31$7,600,506
Total of all expenses incurred2011-12-31$5,114,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,842,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,599,406
Value of total assets at end of year2011-12-31$3,176,485
Value of total assets at beginning of year2011-12-31$670,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$272,165
Total interest from all sources2011-12-31$1,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,168,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$107,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$125,486
Administrative expenses (other) incurred2011-12-31$272,165
Total non interest bearing cash at end of year2011-12-31$4,531
Total non interest bearing cash at beginning of year2011-12-31$45,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,485,597
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,026,485
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$540,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,725,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$156,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$156,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,237
Asset value of US Government securities at end of year2011-12-31$338,941
Asset value of US Government securities at beginning of year2011-12-31$342,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,431,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,842,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$150,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$130,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EIDE BAILLY
Accountancy firm EIN2011-12-31450250958
2010 : BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-50
Total unrealized appreciation/depreciation of assets2010-12-31$-50
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$130,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$171,062
Total income from all sources (including contributions)2010-12-31$4,930,350
Total of all expenses incurred2010-12-31$4,628,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,339,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,928,905
Value of total assets at end of year2010-12-31$670,888
Value of total assets at beginning of year2010-12-31$410,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$289,163
Total interest from all sources2010-12-31$1,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,516,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$125,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$64,399
Administrative expenses (other) incurred2010-12-31$289,163
Liabilities. Value of operating payables at beginning of year2010-12-31$11,062
Total non interest bearing cash at end of year2010-12-31$45,711
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$301,363
Value of net assets at end of year (total assets less liabilities)2010-12-31$540,888
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$239,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$156,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,495
Asset value of US Government securities at end of year2010-12-31$342,925
Asset value of US Government securities at beginning of year2010-12-31$344,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,411,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,339,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$130,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$160,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY
Accountancy firm EIN2010-12-31450250958

Form 5500 Responses for BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST

2022: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 3
Insurance contract or identification number8818859
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,683
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,683
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 2
Insurance contract or identification number246228
Number of Individuals Covered4802
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $137,425
Total amount of fees paid to insurance companyUSD $17,500
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,756,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,445
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8830332
Policy instance 1
Insurance contract or identification number8830332
Number of Individuals Covered331
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,455
Welfare Benefit Premiums Paid to CarrierUSD $103,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,455
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 3
Insurance contract or identification number246228
Number of Individuals Covered4913
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $138,407
Total amount of fees paid to insurance companyUSD $9,497
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,752,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $138,407
Amount paid for insurance broker fees9497
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8830332
Policy instance 2
Insurance contract or identification number8830332
Number of Individuals Covered320
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $47,287
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $294,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,278
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 1
Insurance contract or identification number8818859
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,440
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,440
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 1
Insurance contract or identification number8818859
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,938
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,938
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 2
Insurance contract or identification number246228
Number of Individuals Covered4913
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $120,488
Total amount of fees paid to insurance companyUSD $15,000
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,530,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120,488
Amount paid for insurance broker fees15000
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8830332
Policy instance 3
Insurance contract or identification number8830332
Number of Individuals Covered273
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $33,163
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,106
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8830332
Policy instance 3
Insurance contract or identification number8830332
Number of Individuals Covered261
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,094
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $151,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,094
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 2
Insurance contract or identification number8818859
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,851
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,851
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 1
Insurance contract or identification number246228
Number of Individuals Covered4824
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $127,480
Total amount of fees paid to insurance companyUSD $34,607
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,433,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127,480
Amount paid for insurance broker fees34607
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 1
Insurance contract or identification number8818859
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,407
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,407
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 3
Insurance contract or identification number246228
Number of Individuals Covered4785
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $129,365
Total amount of fees paid to insurance companyUSD $34,607
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,430,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129,365
Amount paid for insurance broker fees34607
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8830332
Policy instance 2
Insurance contract or identification number8830332
Number of Individuals Covered244
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,340
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,340
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 3
Insurance contract or identification number8818859
Number of Individuals Covered15
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,407
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,407
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 2
Insurance contract or identification number246228
Number of Individuals Covered4785
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $129,365
Total amount of fees paid to insurance companyUSD $34,607
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,430,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $129,365
Amount paid for insurance broker fees34607
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8830332
Policy instance 1
Insurance contract or identification number8830332
Number of Individuals Covered244
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $40,340
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,340
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8818859
Policy instance 1
Insurance contract or identification number8818859
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,748
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246228
Policy instance 2
Insurance contract or identification number246228
Number of Individuals Covered3849
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $127,844
Total amount of fees paid to insurance companyUSD $97,403
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,333,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4
Policy instance 3
Insurance contract or identification number64437-4
Number of Individuals Covered3285
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $76,050
Total amount of fees paid to insurance companyUSD $22,500
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,172,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,050
Amount paid for insurance broker fees22500
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4
Policy instance 1
Insurance contract or identification number64437-4
Number of Individuals Covered5900
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $60,900
Total amount of fees paid to insurance companyUSD $17,765
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSUPPLEMENTAL LIFE DEPENDENT LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $871,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,900
Amount paid for insurance broker fees17765
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4
Policy instance 2
Insurance contract or identification number64437-4
Number of Individuals Covered3380
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,750
Total amount of fees paid to insurance companyUSD $1,700
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $82,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,750
Amount paid for insurance broker fees1700
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX3A183
Policy instance 4
Insurance contract or identification numberX3A183
Number of Individuals Covered5950
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $398,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX3A183
Policy instance 4
Insurance contract or identification numberX3A183
Number of Individuals Covered5940
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $398,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4
Policy instance 1
Insurance contract or identification number64437-4
Number of Individuals Covered5874
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $60,953
Total amount of fees paid to insurance companyUSD $17,765
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE DEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $870,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,953
Amount paid for insurance broker fees17765
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4
Policy instance 2
Insurance contract or identification number64437-4
Number of Individuals Covered3380
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,735
Total amount of fees paid to insurance companyUSD $1,712
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $81,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,735
Amount paid for insurance broker fees1712
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4
Policy instance 3
Insurance contract or identification number64437-4
Number of Individuals Covered3284
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $76,048
Total amount of fees paid to insurance companyUSD $22,500
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,172,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,048
Amount paid for insurance broker fees22500
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX3A183
Policy instance 2
Insurance contract or identification numberX3A183
Number of Individuals Covered2802
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $301
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $377,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301
Insurance broker organization code?3
Insurance broker namePEAK 1 ADMINISTRATION
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number644437-4
Policy instance 1
Insurance contract or identification number644437-4
Number of Individuals Covered3299
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $161,520
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,945,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,578
Additional information about fees paid to insurance brokerSUPP COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX3A183
Policy instance 2
Insurance contract or identification numberX3A183
Number of Individuals Covered2777
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $393,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX3A183
Policy instance 1
Insurance contract or identification numberX3A183
Number of Individuals Covered2777
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $393,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number644437-4
Policy instance 2
Insurance contract or identification number644437-4
Number of Individuals Covered3203
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $125,228
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,758,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $125,228
Additional information about fees paid to insurance brokerWRITING AGENT
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number644437-4
Policy instance 1
Insurance contract or identification number644437-4
Number of Individuals Covered3203
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $125,228
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,758,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4 (AD&D)
Policy instance 3
Insurance contract or identification number64437-4 (AD&D)
Number of Individuals Covered3081
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,758
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT SUPPLEMENTAL ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $67,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4 (LIFE)
Policy instance 2
Insurance contract or identification number64437-4 (LIFE)
Number of Individuals Covered5796
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $51,661
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $779,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4 (LTD)
Policy instance 1
Insurance contract or identification number64437-4 (LTD)
Number of Individuals Covered3074
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $50,537
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,443,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4 (LTD)
Policy instance 3
Insurance contract or identification number64437-4 (LTD)
Number of Individuals Covered2513
Insurance policy start date2010-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $41,465
Total amount of fees paid to insurance companyUSD $18,955
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,184,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,465
Amount paid for insurance broker fees18955
Additional information about fees paid to insurance brokerWRITING AGENT/OVERWRITE FEE
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4 (AD&D)
Policy instance 1
Insurance contract or identification number64437-4 (AD&D)
Number of Individuals Covered2518
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,063
Total amount of fees paid to insurance companyUSD $929
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $58,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,063
Amount paid for insurance broker fees929
Additional information about fees paid to insurance brokerWRITING AGENT/OVERWRITE FEE
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number64437-4 (LIFE)
Policy instance 2
Insurance contract or identification number64437-4 (LIFE)
Number of Individuals Covered4836
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $47,702
Total amount of fees paid to insurance companyUSD $10,903
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $681,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,702
Amount paid for insurance broker fees10903
Additional information about fees paid to insurance brokerOVERWRITE FEE
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC

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