Back to filter
Original filing (PDF)20250711095004NAL0006195841001
CTA INC. DBA CUSHING TERRELL
Form 5500
FILING_RECEIVED
CTA INC LIFE & DISABILITY PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
477
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CTA INC. DBA CUSHING TERRELL.
Plan sponsor
Name
CTA INC. DBA CUSHING TERRELL
EIN
81-0305543
Address
PO BOX 1439 · BILLINGS, MT · 59103
Phone
(406) 248-7455
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-07-11
Welfare benefit codes
4B · Life Insurance
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Professional & Technical Services plans
CITY SPACES, LLC
CITY SPACES, LLC SOLO 401(K) PLAN
$0
DYKES-JOHNSON ARCHITECTURE, INC.
DYKES-JOHNSON ARCHITECTURE, INC. PENSION PLAN
$0
C.T. HSU & ASSOCIATES, P.A.
C. T. HSU & ASSOCIATES, P. A. RETIREMENT PLAN
$0
JAMES DUNCAN AND ASSOCIATES, INC.
JAMES DUNCAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
$0
BLUE OAK PATIOS
BLUE OAK PATIOS SOCA BENEFIT PLAN
$0
SHAEFFER & MADAMA, INC.
SHAEFFER & MADAMA, INC. 401(K) P/S PLAN
$0
Large plans in Montana
BILLINGS CLINIC
BILLINGS CLINIC 403B PLAN
$594.8M · 4,247 participants
D.A. DAVIDSON COMPANIES
D.A. DAVIDSON COMPANIES RETIREMENT SAVINGS AND PROFIT SHARING PLAN
$543.1M · 1,609 participants
GLACIER BANCORP, INC.
GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN
$537.9M · 3,535 participants
NORTHWESTERN CORPORATION
NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN
$512.8M · 1,590 participants
LOGAN HEALTH
LOGAN HEALTH RETIREMENT SAVINGS PLAN
$500.4M · 4,345 participants
FIRST INTERSTATE BANCSYSTEM, INC.
FIRST INTERSTATE BANCSYSTEM, INC. 401(K) PLAN
$481.7M · 3,478 participants