Patti Pilgrim signed Billings Clinic's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Billings Clinic's EIN is 81-0231784.
Download the official 2024 Form 5500 (PDF) for Billings Clinic from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Billings Clinic's plan includes ERISA 404(c) participant direction, money-purchase contributions, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $247.6M | 94.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $8.4M | 3.2% | |
| [Assets held in participant loans] | Other | — | — | $3.2M | 1.2% | |
| [Assets held in common stock] | Other | — | — | $2.8M | 1.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKLEY MAXWELL DIXON DOLEZAL PC | 92-2729620 | — | ATTORNEY/LEGAL | $100K | — |
