Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Bozeman Deaconess Health Services Dba Bozeman Health
EIN 81-0232121hospital & health careLatest filing 2025
Plans
3
Retirement
2
$209.3M assets
Health & Benefits
1
$31.8M premiums
Participants
6,815
915 HIGHLAND BOULEVARD - BOZEMAN, MT 597156902406-585-5000bozemandeaconess.orgLinkedIn1-10 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $209.3M assets / 4,813 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- RANDALL & HURLEY, INC.$118.3M
- (Not disclosed)$91.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $31.8M premiums / 3,708 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$30.5M
- Prescription drug$30.5M
- Stop-loss$30.5M
- Life$618K
- Other$618K
- Long-term disability$558K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BOZEMAN HEALTH RETIREMENT PLAN
Profit-sharing
Assets$118.3M
Participants1,906
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BOZEMAN HEALTH 403(B) PLAN
403(b)
Assets$91.0M
Participants2,907
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BOZEMAN DEACONESS HEALTH SERVICES COMPREHENSIVE HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MONTANA
Premiums$31.8M
Covered lives3,708
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BOZEMAN HEALTH RETIREMENT PLAN | Profit-sharing | $118.3M | 1,906 | 2025 |
| #001 | BOZEMAN HEALTH 403(B) PLAN | 403(b) | $91.0M | 2,907 | 2025 |
- #002 · Profit-sharing · 20251,906
- #001 · 403(b) · 20252,907
Health & Benefits plans
1 plan on this EIN
| 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 | $31.8M | 3,708 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MONTANA · 20253,708
Retirement plans
Health & Benefits plans