401k Plan data: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR plan

EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 401k Plan overview

Plan Name	EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR
Plan identification number	501

EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance

401k Sponsoring company profile

DIOCESE OF GREAT FALLS - BILLINGS has sponsored the creation of one or more 401k plans.

Company Name: DIOCESE OF GREAT FALLS - BILLINGS

Employer identification number (EIN): 810302011

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-09-01 ANNE TRIPLETT
501 2022-09-01 ANNE TRIPLETT
501 2021-09-01
501 2021-09-01 SHANNY MURPHY
501 2020-09-01
501 2019-09-01
501 2016-09-01 RICH MOOG
501 2015-09-01 RICH MOOG
501 2014-09-01 RICH MOOG
501 2013-09-01 RICH MOOG
501 2012-09-01 ANNE BECKLEY
501 2011-09-01 DEACON CHARLES MCCARTHY
501 2010-09-01 JOSEPH LONCKI
501 2009-09-01 JOE LONCKI
501 2009-09-01 JOSEPH LONCKI

Plan Statistics for EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR

401k plan membership statisitcs for EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR

Measure Date Value
2021: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2021 401k membership
Total participants, beginning-of-year 2021-09-01 320
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 321
Total of all active and inactive participants 2021-09-01 321
2020: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2020 401k membership
Total participants, beginning-of-year 2020-09-01 319
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 320
Total of all active and inactive participants 2020-09-01 320
2019: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2019 401k membership
Total participants, beginning-of-year 2019-09-01 204
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 319
Total of all active and inactive participants 2019-09-01 319
2016: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2016 401k membership
Total participants, beginning-of-year 2016-09-01 223
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 218
Total of all active and inactive participants 2016-09-01 218
2015: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2015 401k membership
Total participants, beginning-of-year 2015-09-01 162
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 223
Total of all active and inactive participants 2015-09-01 223
2014: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2014 401k membership
Total participants, beginning-of-year 2014-09-01 175
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 162
Total of all active and inactive participants 2014-09-01 162
2013: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2013 401k membership
Total participants, beginning-of-year 2013-09-01 176
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 175
Total of all active and inactive participants 2013-09-01 175
2012: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2012 401k membership
Total participants, beginning-of-year 2012-09-01 155
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 176
Total of all active and inactive participants 2012-09-01 176
2011: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2011 401k membership
Total participants, beginning-of-year 2011-09-01 160
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 155
Total of all active and inactive participants 2011-09-01 155
2010: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2010 401k membership
Total participants, beginning-of-year 2010-09-01 161
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 160
Total of all active and inactive participants 2010-09-01 160
2009: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2009 401k membership
Total participants, beginning-of-year 2009-09-01 155
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 161
Total of all active and inactive participants 2009-09-01 161

Measure	Date	Value
2021: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2021 401k membership
Total participants, beginning-of-year	2021-09-01	320
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	321
Total of all active and inactive participants	2021-09-01	321
2020: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2020 401k membership
Total participants, beginning-of-year	2020-09-01	319
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	320
Total of all active and inactive participants	2020-09-01	320
2019: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2019 401k membership
Total participants, beginning-of-year	2019-09-01	204
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	319
Total of all active and inactive participants	2019-09-01	319
2016: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2016 401k membership
Total participants, beginning-of-year	2016-09-01	223
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	218
Total of all active and inactive participants	2016-09-01	218
2015: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2015 401k membership
Total participants, beginning-of-year	2015-09-01	162
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	223
Total of all active and inactive participants	2015-09-01	223
2014: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2014 401k membership
Total participants, beginning-of-year	2014-09-01	175
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	162
Total of all active and inactive participants	2014-09-01	162
2013: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2013 401k membership
Total participants, beginning-of-year	2013-09-01	176
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	175
Total of all active and inactive participants	2013-09-01	175
2012: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2012 401k membership
Total participants, beginning-of-year	2012-09-01	155
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	176
Total of all active and inactive participants	2012-09-01	176
2011: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2011 401k membership
Total participants, beginning-of-year	2011-09-01	160
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	155
Total of all active and inactive participants	2011-09-01	155
2010: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2010 401k membership
Total participants, beginning-of-year	2010-09-01	161
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	160
Total of all active and inactive participants	2010-09-01	160
2009: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2009 401k membership
Total participants, beginning-of-year	2009-09-01	155
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	161
Total of all active and inactive participants	2009-09-01	161

Form 5500 Responses for EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR

2021: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2020: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2019: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2016: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2015: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2014: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2013: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2012: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2011: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2010: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2009: EASTERN MONTANA DIOCESAN OFFICE OF EDUCATION INSUR 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	This submission is the final filing	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000400001000
Policy instance	3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010252785 00
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010252783 00
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010252783 00
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010252785 00
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010252785 00
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010252783 00
Policy instance	1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	551767 0057
Policy instance	1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	551767 0058
Policy instance	3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	139915
Policy instance	4
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	X22377
Policy instance	2
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	139915
Policy instance	4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	551767 0058
Policy instance	3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	X22377
Policy instance	2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	551767 0057
Policy instance	1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	933470
Policy instance	1
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract number	X22377
Policy instance	2
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract number	X22377
Policy instance	2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	933470
Policy instance	1
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract number	X22377
Policy instance	2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	933470
Policy instance	1

Potentially related plans

EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER 403(B) RETIREMENT PLAN [EIN = 810300902]

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Company Name:	DIOCESE OF GREAT FALLS - BILLINGS
Employer identification number (EIN):	810302011
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator
501	2023-09-01	ANNE TRIPLETT
501	2022-09-01	ANNE TRIPLETT
501	2021-09-01
501	2021-09-01	SHANNY MURPHY
501	2020-09-01
501	2019-09-01
501	2016-09-01	RICH MOOG
501	2015-09-01	RICH MOOG
501	2014-09-01	RICH MOOG
501	2013-09-01	RICH MOOG
501	2012-09-01	ANNE BECKLEY
501	2011-09-01	DEACON CHARLES MCCARTHY
501	2010-09-01	JOSEPH LONCKI
501	2009-09-01	JOE LONCKI
501	2009-09-01	JOSEPH LONCKI