How big is Billings Middle School's plan?

Billings Middle School's plan reported $2.1M in assets and 21 participants for 2024.

Original filing (PDF)20250402135722NAL0009800177001

Billings Middle School

Name: Billings Middle School — Billings Middle School, Form 5500 (2024)
Creator: Billings Middle School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Billings Middle School Defined Contribution Retirement Plan

403(b) retirement plan · Billings Middle School's Billings Middle School Defined Contribution Retirement Plan held $2.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Brian Kutzera signed Billings Middle School's 2024 Form 5500 as plan administrator.

Brian Kutzera — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Billings Middle School's EIN is 91-1107067.

EIN 91-1107067

Plan number 001

Plan year 2024

ACK ID 20250402135722NAL0009800177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Billings Middle School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Billings Middle School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BILLINGS MIDDLE SCHOOL

EIN

all filings

Address

12351 8TH AVENUE NE · SEATTLE, WA · 98125

Phone

(206) 547-4614

Industry

Educational Services

Plan administrator