Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTH
EIN 81-0232121hospital & health careLatest filing 2024
Plans
3
Retirement
2
$174.9M assets
Welfare
1
$31.6M premiums
Participants
7,220
915 HIGHLAND BOULEVARD - BOZEMAN, MT 597156902406-585-5000bozemandeaconess.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $174.9M assets / 5,478 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- RANDALL & HURLEY, INC.57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $31.6M premiums / 3,511 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$29.5M
- Prescription drug$29.5M
- Stop-loss$29.5M
- Dental$945K
- Life$942K
- Other$942K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- DELTA DENTAL OF CALIFORNIA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BOZEMAN HEALTH RETIREMENT PLAN
MoneyPurchase
Assets$99.1M
Participants2,409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BOZEMAN HEALTH 403(B) PLAN
403b
Assets$75.8M
Participants3,069
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA
Premiums$31.6M
Covered lives3,511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOZEMAN HEALTH RETIREMENT PLAN | MoneyPurchase | $99.1M | 2,409 | 2024 | |
| 001 | BOZEMAN HEALTH 403(B) PLAN | 403b | $75.8M | 3,069 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MONTANA | $31.6M | 3,511 | 2024 |
Retirement plans
Welfare plans