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Original filing (PDF)20251015134704NAL0002390915001
BILLINGS CLINIC
Form 5500
FILING_RECEIVED
BILLINGS CLINIC PENSION PLAN
Defined-contribution retirement plan
Signals · 1
1 failed disclosure
Active participants
5,827
Accounts w/ balance
4,873
Plan assets (EOY)
$262.2M
Net assets (EOY)
$262.2M
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BILLINGS CLINIC.
Plan sponsor
Name
BILLINGS CLINIC
EIN
81-0231784
Address
PO BOX 37000 · BILLINGS, MT · 591077000
Phone
(406) 657-4130
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
BILLINGS CLINIC EXECUTIVE HUMAN RESOURCES COMMITTEE
EIN
81-0231784
City
BILLINGS, MT
Phone
(406) 657-4130
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
2C · Money purchase (other than target benefit)
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $19K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKLEY MAXWELL DIXON DOLEZAL PC | 92-2729620 | — | ATTORNEY/LEGAL | $100K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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