# Montana Health Network INC Health & Welfare Plan
Source: https://planprovider.pro/companies/montana-health-network-inc-810440728-501

> Montana Health Network INC's Health & Welfare plan: 2,219 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Montana Health Network INC

- **Sponsor EIN:** 810440728

- **Sponsor Address:** 519 PLEASANT STREET, MILES CITY, MT, 593013216

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,219

- **Total Assets:** $15.5M

## 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.|

| 2025|2,219|$15.5M|$0|$0|

| 2024|2,063|$18.9M|$29.9M|$57,748|

| 2023|2,003|$18.2M|$27.0M|$95,605|

| 2022|1,677|$17.6M|$22.4M|$78,989|

## 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|$823,476|—|$823,476|

| MONTANA HEALTH NETWORK INC|Other Service Provider|$241,073|—|$241,073|

| MONIDA HEALTHCARE NETWORK|Other Service Provider|$238,433|—|$238,433|

| RIVER BEND STRATEGIES INC.|Other Service Provider|$162,000|—|$162,000|

| LEIF ASSOCIATES, INC.|Other Service Provider|$60,260|—|$60,260|

| EIDE BAILLY LLP|Other Service Provider|$33,705|—|$33,705|

| HOLLAND & HART|Other Service Provider|$11,841|—|$11,841|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,570,788

- **Estimated Expense Ratio:** 10.122% 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|

| 2025|$37,377,268|—|$399,655|$33,705|—|

| 2024|$1,158,419|—|$967,066|—|—|

| 2023|$1,068,143|—|$832,370|—|—|

| 2022|$926,402|—|$758,531|—|$120,525|

## Similar Plans

- [Billings Clinic](https://planprovider.pro/companies/billings-clinic-plan-002) — 5,827 participants

- [Logan Health](https://planprovider.pro/companies/logan-health-401k-plan) — 4,345 participants

- [Billings Clinic](https://planprovider.pro/companies/billings-clinic-401k-plan-004) — 4,247 participants

- [Bozeman Deaconess Health Services Dba Bozeman Health](https://planprovider.pro/companies/bozeman-deaconess-health-services-dba-bozeman-health-403b-plan) — 2,746 participants

- [St. Peters Health](https://planprovider.pro/companies/st-peters-health-403b-plan) — 1,848 participants

- [Bozeman Deaconess Health Services Dba Bozeman Health](https://planprovider.pro/companies/bozeman-deaconess-health-services-dba-bozeman-health-plan) — 1,792 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/montana-health-network-inc-810440728-501)

© 2026 PlanProvider.Pro