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 health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK | 81-6082855 | — | TRUSTEE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS LLP | 44-0160260 | DENVER, CO | AUDIT | $49K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKLEY MAXWELL DIXON DOLEZAL | — | BOZEMAN, MT | LEGAL | $216K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFICSOURCE HEALTH PLANS | 93-0245545 | — | CLAIMS PROCESSING | $1.7M | — |
| MEDIMPACT HEALTHCARE SYSTEMS INC. | 33-0567651 | — | RX CLAIMS PROCESSING | $245K | — |
| CONSOVA CORPORATION | 14-1884313 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cash Interest-bearing Cash | Cash / Money Market | — | $8.1M | $8.1M | 33.7% | |
| Baird Aggregate Bond Fund Mutual Fund | Other securities | — | $5.9M | $5.4M | 22.7% | |
| and Exchange Traded Funds Angel Oak Multi Strategy Income Mutual Fund | Mutual Funds | — | $2.4M | $2.0M | 8.2% | |
| First American Government Obligation Money Market Fund | Cash / Money Market | — | $784K | $784K | 3.3% | |
| lshares Preferred and Income Securities Exchange Traded Fund | Other securities | — | $882K | $723K | 3.0% | |
| lshares Russell 2000 Exchange Traded Fund | Common Collective Trusts | — | $305K | $320K | 1.3% | |
| Government Securities US Treasury Bond - 912810FF0 Government issue, 5.25% 11/15/2028 | U.S. Treasuries | — | $268K | $258K | 1.1% | |
| US Treasury Note - 91282CFP1 Government issue, 4.25% 10/15/2025 | U.S. Treasuries | — | $248K | $250K | 1.0% | |
| US Treasury Note - 91282CFM8 Government issue, 4.125% 09/30/2027 | U.S. Treasuries | — | $249K | $249K | 1.0% | |
| US Treasury Note - 91282CKQ3 Government issue, 4.375% 05/15/2034 | U.S. Treasuries | — | $248K | $242K | 1.0% | |
| US Treasury Note - 912828U24 Government issue, 2.0% 11/15/2026 | U.S. Treasuries | — | $231K | $240K | 1.0% | |
| US Treasury Note - 91282CEE7 Government issue, 2.375% 03/31/2029 | U.S. Treasuries | — | $235K | $231K | 1.0% | |
| US Treasury Note - 91282CBL4 Government issue, 1.125% 02/15/2031 | U.S. Treasuries | — | $208K | $206K | 0.9% | |
| US Treasury Note - 91282CME8 Government issue, 4.25% 12/31/2026 | U.S. Treasuries | — | $200K | $200K | 0.8% | |
| US Treasury Note - 9128283VO Government issue, 2.5% 01/31/2025 | U.S. Treasuries | — | $197K | $200K | 0.8% | |
| lshares Core S P 500 Etf Common Stock | Common Stocks | — | $123K | $177K | 0.7% | |
| lshares Core Msci Eafe Exchange Traded Fund | Other securities | — | $137K | $141K | 0.6% | |
| Comcast Corporation Corporate issue, 3.4% 04/01/2030 | Bonds / Notes | — | $141K | $139K | 0.6% | |
| Intel Corp Sr Corporate issue, 4.15%, 08/05/2032 | Bonds / Notes | — | $141K | $137K | 0.6% | |
| Blackrock Inc Sr Nt Corporate issue, 1.9% 01/28/2031 | Corporate Bonds | — | $126K | $126K | 0.5% | |
| Clearbridge International Growth Developed Markets Equity | Other securities | — | $119K | $111K | 0.5% | |
| lshares Msci Eafe Value Exchange Traded Fund | Other securities | — | $100K | $105K | 0.4% | |
| US Treasury Bond - 912810FT0 Government issue, 4.5% 02/15/2036 | U.S. Treasuries | — | $107K | $100K | 0.4% | |
| Medium Term Note - 61761J3R8 Corporate issue, 3.125%, 07/27/2026 | Bonds / Notes | — | $93K | $98K | 0.4% | |
| Bp Capital Markets Foreign Developed Debt, 3.279% 09/19/2027 | Bonds / Notes | — | $93K | $97K | 0.4% | |
| Microsoft Corp Com Common Stock | Common Stocks | — | $50K | $93K | 0.4% | |
| Pfizer Inc Corporate issue, 4.0%, 12/15/2036 | Bonds / Notes | — | $94K | $89K | 0.4% | |
| Apple Inc Com Common Stock | Common Stocks | — | $27K | $79K | 0.3% | |
| Cisco Sys Inc Corporate issue, 5.05% 02/26/2034 | Bonds / Notes | — | $77K | $75K | 0.3% | |
| Unitedhealth Group Inc Corporate issue, 3.875%, 12/15/2028 | Bonds / Notes | — | $72K | $73K | 0.3% | |
| National Rural Util Coop Corporate issue, 3.9%, 11/01/2028 | Bonds / Notes | — | $71K | $72K | 0.3% | |
| Bristol Myers Squibb Co Corporate issue, 3.4% 07/26/2029 | Bonds / Notes | — | $70K | $71K | 0.3% | |
| lshares Msci Emerging Ex China Exchange Traded Fund | Other securities | — | $70K | $69K | 0.3% | |
| Visa Inc Corporate issue, 4.15%, 12/14/2035 | Bonds / Notes | — | $72K | $69K | 0.3% | |
| Thermo Fisher Scientific Corporate issue, 2.6%, 10/01/2029 | Bonds / Notes | — | $66K | $68K | 0.3% | |
| Alphabet Inc Cl A Common Stock | Common Stocks | — | $24K | $54K | 0.2% | |
| Nvidia Corp Common Stock | Common Stocks | — | $7K | $50K | 0.2% | |
| Meta Platforms Inc Corporate issue, 3.5%, 08/15/2027 | Bonds / Notes | — | $48K | $49K | 0.2% | |
| Toronto Dominion Bank Foreign Developed Debt, 1.25% 09/10/2026 | OTHER | — | $44K | $47K | 0.2% | |
| lshares Russell Mid Cap Common Stock | Common Stocks | — | $43K | $47K | 0.2% | |
| Jpmorgan Chase Co Common Stock | Common Stocks | — | $17K | $45K | 0.2% | |
| Amazon Com Inc Common Stock | Common Stocks | — | $23K | $39K | 0.2% | |
| Home Depot Inc Common Stock | Common Stocks | — | $27K | $39K | 0.2% | |
| Broadcom Inc Common Stock | Common Stocks | — | $6K | $38K | 0.2% | |
| Unitedhealth Group Inc Com Common Stock | Common Stocks | — | $28K | $36K | 0.2% | |
| Bank Of America Corp Common Stock | Common Stocks | — | $21K | $33K | 0.1% | |
| Meta Platforms Inc Common Stock | Common Stocks | — | $11K | $28K | 0.1% | |
| Walmart Inc Com Common Stock | Common Stocks | — | $12K | $27K | 0.1% | |
| Abbvie Inc Common Stock | Common Stocks | — | $19K | $26K | 0.1% | |
| Morgan Stanley Com New Common Stock | Common Stocks | — | $16K | $24K | 0.1% |
