Original filing (PDF)20251006173916NAL0003864257003

BOZEMAN DEACONESS HEALTH SERVICES

Name: BOZEMAN DEACONESS HEALTH SERVICES — BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN, Form 5500 (2024)
Creator: BOZEMAN DEACONESS HEALTH SERVICES

Form 5500

FILING_RECEIVED

BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN

Health & welfare plan

Signals · 3

100% in single holding~252 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,732

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$1.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOZEMAN DEACONESS HEALTH SERVICES.

Plan sponsor

Name

BOZEMAN DEACONESS HEALTH SERVICES

EIN

81-0232121

Address

915 HIGHLAND BLVD · BOZEMAN, MT · 59715

Phone

(406) 414-5000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER HEALTH & BENEFITS	—	CHICAGO, IL	NONE	$88K	—
EIDE BAILLY LLP	45-0250958	BILLINGS, MT	NONE	$21K	—

Investments

1 direct security· $435K(10% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	First Security Bank Overnight Repurchase Account, 2.01%	—	—	$435K	$435K	10.1%

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