Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BILLINGS CLINIC
EIN 81-0231784hospital & health careLatest filing 2024
Plans
4
Retirement
3
$858.4M assets
Welfare
1
$4.2M premiums
Participants
16,242
PO BOX 37000 - BILLINGS, MT 591077000406-657-4130billingsclinic.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $858.4M assets / 12,663 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.2M premiums / 3,520 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.2M
- Short-term disability$3.2M
- Long-term disability$3.2M
- Other$3.2M
Carrier market share
Premium dollars by Schedule A carrier
77%top
- SUN LIFE ASSURANCE COMPANY OF CANADA77%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY23%
Broker market share
Schedule A broker compensation
84%top
- LOCKTON COMPANIES, LLC84%
- EXPLAIN MY BENEFITS LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BILLINGS CLINIC 403B PLAN
403b
Assets$594.8M
Participants5,446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BILLINGS CLINIC PENSION PLAN
MoneyPurchase
Assets$262.2M
Participants7,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BILLINGS CLINIC MONEY MAKER PLAN
401k
Assets$1.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$4.2M
Covered lives3,520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BILLINGS CLINIC 403B PLAN | 403b | $594.8M | 5,446 | 2024 | |
| 002 | BILLINGS CLINIC PENSION PLAN | MoneyPurchase | $262.2M | 7,192 | 2024 | |
| 003 | BILLINGS CLINIC MONEY MAKER PLAN | 401k | $1.4M | 25 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $4.2M | 3,520 | 2024 |
Retirement plans
Welfare plans