Back to filter
Original filing (PDF)20251013110911NAL0001093441001
BUTTE-SILVER BOW PRIMARY HEALT
Form 5500
FILING_RECEIVED
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BUTTE-SILVER BOW PRIMARY HEALTH CARE CLINIC, INC.
401(k) retirement plan
Active participants
197
Accounts w/ balance
191
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTTE-SILVER BOW PRIMARY HEALT.
Plan sponsor
Name
BUTTE-SILVER BOW PRIMARY HEALT
EIN
81-0432169
Address
445 CENTENNIAL AVE · BUTTE, MT · 597012870
Phone
(406) 723-4075
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $1K | — |
Investments
46 direct securities · 1 pooled fund· $21.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.8M
46 holdings
Pooled Separate Account
$10.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $10.2M | 92.4% | |
| Mutual of America Equity Index Fund Pooled Separate Account N/A | — | — | — | $1.4M | 12.5% | |
| Mutual of America Interest Accumulation Account Guaranteed Interest Account N/A | — | — | — | $845K | 7.6% | |
| Mutual of America 2045 Retirement Fund Pooled Separate Account N/A | — | — | — | $793K | 7.1% | |
| Mutual of America 2040 Retirement Fund Pooled Separate Account N/A | — | — | — | $717K | 6.5% | |
| Mutual of America Mid-Cap Equity Index Fund Pooled Separate Account N/A | — | — | — | $622K | 5.6% | |
| Vanguard VIF International Portfolio Pooled Separate Account N/A | — | — | — | $571K | 5.1% | |
| Mutual of America Moderate Allocation Fund Pooled Separate Account N/A | — | — | — | $542K | 4.9% | |
| T. Rowe Price Blue Chip Growth Portfolio Pooled Separate Account N/A | — | — | — | $519K | 4.7% | |
| Fidelity VIP Contrafund Portfolio Pooled Separate Account N/A | — | — | — | $477K | 4.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $470K | 4.2% | |
| Mutual of America 2050 Retirement Fund Pooled Separate Account N/A | — | — | — | $464K | 4.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund | — | — | — | $410K | 3.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP | — | — | — | $263K | 2.4% | |
| American Century VP Capital Appreciation Fund Pooled Separate Account N/A | — | — | — | $259K | 2.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $258K | 2.3% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $198K | 1.8% | |
| Mutual of America Money Market Fund Pooled Separate Account N/A | — | — | — | $195K | 1.8% | |
| Mutual of America Bond Fund Pooled Separate Account N/A | — | — | — | $170K | 1.5% | |
| Invesco Oppenheimer V.I. Main Street Fund Pooled Separate Account N/A | — | — | — | $151K | 1.4% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $141K | 1.3% | |
| Mutual of America Aggressive Allocation Fund Pooled Separate Account N/A | — | — | — | $119K | 1.1% | |
| Calvert VP SRI Balanced Portfolio Pooled Separate Account N/A | — | — | — | $115K | 1.0% | |
| Fidelity VIP Mid Cap Portfolio Pooled Separate Account N/A | — | — | — | $108K | 1.0% | |
| . GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $107K | 1.0% | |
| Vanguard VIF Diversified Value Portfolio Pooled Separate Account N/A | — | — | — | $103K | 0.9% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $93K | 0.8% | |
| Mutual of America All America Fund Pooled Separate Account N/A | — | — | — | $93K | 0.8% | |
| Mutual of America Conservative Allocation Fund Pooled Separate Account N/A | — | — | — | $82K | 0.7% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund | — | — | — | $80K | 0.7% | |
| Mutual of America Small Cap Equity Index Fund Pooled Separate Account N/A | — | — | — | $78K | 0.7% | |
| Mutual of America Small Cap Growth Fund Pooled Separate Account N/A | — | — | — | $73K | 0.7% | |
| Vanguard VIF Real Estate Index Portfolio Pooled Separate Account N/A | — | — | — | $48K | 0.4% | |
| Mutual of America Small Cap Value Fund Pooled Separate Account N/A | — | — | — | $47K | 0.4% | |
| Mutual of America Balanced Fund Pooled Separate Account N/A | — | — | — | $45K | 0.4% | |
| Fidelity VIP Asset Manager Portfolio Pooled Separate Account N/A | — | — | — | $36K | 0.3% | |
| Mutual of America 2065 Retirement Fund Pooled Separate Account N/A | — | — | — | $36K | 0.3% | |
| Mutual of America Retirement Income Fund Pooled Separate Account N/A | — | — | — | $26K | 0.2% | |
| . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $23K | 0.2% | |
| Mutual of America Mid Cap Value Fund Pooled Separate Account N/A | — | — | — | $17K | 0.2% | |
| Mutual of America International Fund Pooled Separate Account N/A | — | — | — | $16K | 0.1% | |
| PIMCO VIT Real Return Portfolio Pooled Separate Account N/A | — | — | — | $15K | 0.1% | |
| MFS VIT III Mid Cap Value Portfolio Pooled Separate Account N/A | — | — | — | $13K | 0.1% | |
| American Funds Insurance Series New World Fund Pooled Separate Account N/A | — | — | — | $7K | <0.1% | |
| Goldman Sachs VIT Small Cap Equity Insights Fund Pooled Separate Account N/A | — | — | — | $3K | <0.1% | |
| Victory RS Small Cap Growth Equity VIP Series Pooled Separate Account N/A | — | — | — | $2K | <0.1% | |
| Neuberger Berman AMT Sustainable Equity Portfolio Pooled Separate Account N/A | — | — | — | $2K | <0.1% |
Related plans
Other plans using MUTUAL OF AMERICA INVESTMENT CORP
ILLINOIS INSTITUTE OF TECHNOLOGY
ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN
$598.0M · 1,035 participants
EMPLOYSHARE, INC.
EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN
$78.0M · 671 participants
SEA-MAR COMMUNITY HEALTH CENTERS
EMPLOYEE BENEFIT PLAN OF SEA-MAR COMMUNITY HEALTH CENTERS
$73.3M · 2,704 participants
BALDOR SPECIALTY FOODS, INC.
BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN
$67.6M · 3,399 participants
SPECIAL SERVICE FOR GROUPS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC.
$62.8M · 2,487 participants
RICHARD J. CARON FOUNDATION
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION
$61.0M · 648 participants
Similar-size Health Care & Social Assistance plans
OLD COLONY ELDER SERVICES, INC
OLD COLONY ELDER SERVICES, INC 401K PLAN
$11.0M · 237 participants
BETHESDA
BETHESDA 401(K) PLAN
$11.0M · 395 participants
CARESTL HEALTH
403(B) THRIFT PLAN FOR EMPLOYEES OF CARESTL HEALTH
$11.0M · 270 participants
UNION PLAZA NURSING HOME, INC.
UNION PLAZA NURSING HOME, INC. 401(K) PROFIT SHARING PLAN
$11.2M · 89 participants
LUTHERAN SOCIAL SERVICE GROUP, INC.
LUTHERAN SOCIAL SERVICES GROUP, INC. 401(K) RETIREMENT PLAN
$11.0M · 93 participants
BSDB MANAGEMENT
BSDB MANAGEMENT RETIREMENT SAVINGS PLAN
$11.2M · 62 participants
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