# Stockman Financial Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/stockman-financial-corp-810399040-501

> Stockman Financial Corp.'s Health & Welfare plan: 649 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stockman Financial Corp.

- **Sponsor EIN:** 810399040

- **Sponsor Address:** PO BOX 250, MILES CITY, MT, 593010250

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 649

- **Total Assets:** $7.6M

## 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|649|$7.6M|$5.8M|$4.5M|

| 2023|602|$6.9M|$5.9M|$3.5M|

| 2022|574|$6.5M|$5.8M|$3.3M|

## 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|

| ALLIGIANCE BENEFIT PLAN MGMT, INC.|Other Service Provider|$123,898|$5,573|$129,471|

| RIGHTWAY HEALTHCARE|Other Service Provider|$38,698|—|$38,698|

| ALLEGIANCE CARE MANAGEMENT, INC.|Other Service Provider|$15,197|—|$15,197|

| ALLEGIANCE COBRA SERVICES|Other Service Provider|$5,330|—|$5,330|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $188,696

- **Estimated Expense Ratio:** 2.487% 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|$188,861|—|$144,425|—|—|

| 2023|$172,162|—|$129,197|—|—|

| 2022|$154,342|—|$154,342|—|—|

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