# Bozeman Deaconess Health Services Health & Welfare Plan
Source: https://planprovider.pro/companies/bozeman-deaconess-health-services-810232121-501

> Bozeman Deaconess Health Services's Health & Welfare plan: 1,732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bozeman Deaconess Health Services

- **Sponsor EIN:** 810232121

- **Sponsor Address:** 915 HIGHLAND BLVD, BOZEMAN, MT, 59715

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,732

- **Total Assets:** $4.3M

## 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|1,732|$4.3M|$27.4M|$7.0M|

| 2023|1,616|$1.8M|$22.0M|$6.0M|

| 2022|1,575|$1.7M|$23.4M|$6.0M|

## 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|

| MERCER HEALTH & BENEFITS|Other Service Provider|$88,000|—|$88,000|

| EIDE BAILLY LLP|Auditor|$20,790|—|$20,790|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,790

- **Estimated Expense Ratio:** 2.519% 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|$966,375|—|$945,585|—|—|

| 2023|$872,193|—|$852,673|$17,000|—|

| 2022|$919,010|—|$893,576|—|$25,434|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bozeman-deaconess-health-services-810232121-501)

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