# Billings Clinic Health & Welfare Plan
Source: https://planprovider.pro/companies/billings-clinic-810231784-501

> Billings Clinic's Health & Welfare plan: 3,579 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Billings Clinic

- **Sponsor EIN:** 810231784

- **Sponsor Address:** PO BOX 37000, BILLINGS, MN, 59107

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,579

- **Total Assets:** $23.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,579|$23.9M|$38.3M|$11.6M|

| 2023|3,016|$23.1M|$35.7M|$10.9M|

| 2022|2,296|$24.1M|$35.8M|$10.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PACIFICSOURCE HEALTH PLANS|Other Service Provider|$1,682,746|—|$1,682,746|

| MEDIMPACT HEALTHCARE SYSTEMS INC.|Other Service Provider|$244,622|—|$244,622|

| BUCKLEY MAXWELL DIXON DOLEZAL|ERISA Attorney|$216,026|—|$216,026|

| FORVIS LLP|Auditor|$49,451|—|$49,451|

| US BANK|Custodian / Trustee|$38,060|—|$38,060|

| CONSOVA CORPORATION|Other Service Provider|$32,919|—|$32,919|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,263,824

- **Estimated Expense Ratio:** 9.463% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,265,150|$38,059|$1,927,368|$49,415|—|

| 2023|$2,221,859|$34,533|$2,187,326|—|—|

| 2022|$1,824,790|$35,738|$1,789,052|—|—|

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