What public Form 5500 filings show about the Billings Clinic 401(k) plan — and how to find and check your own account.
Billings Clinic (EIN 81-0231784) reports BILLINGS CLINIC MONEY MAKER PLAN on its most recent Form 5500, with $0 in plan assets across 14 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Billings Clinic filing — schedules, fees, and providers.
Billings Clinic’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Billings ClinicHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS LLP, FIDELITY INVESTMENTS INSTITUTIONAL, STRATEGIC ADVISORS, BUCKLEY MAXWELL DIXON DOLEZAL PC, PACIFICSOURCE HEALTH PLANS, MEDIMPACT HEALTHCARE SYSTEMS.
