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Sponsor portfolio

VALLEY BANK OF KALISPELL

EIN 81-0197860-banking-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
Participants
127
PO BOX 48 - KALISPELL, MT 599030048valleybankmt.comLinkedIn11-50 employeesbanking
Plans on this EIN
3 filings
#004401k-$4.9M - 43 part#501Self Funded-0 lives#502Self Funded-0 lives

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Retirement#004

VALLEY BANK OF KALISPELL 401(K) PLAN

401k

Assets$4.9M
Participants43
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

VALLEY BANK OF KALISPELL MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Welfare#502

VALLEY BANK OF KALISPELL MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004VALLEY BANK OF KALISPELL 401(K) PLAN401k$4.9M432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY BANK OF KALISPELL MEDICAL PLANSelf Funded-$002024
502VALLEY BANK OF KALISPELL MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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