Billings Clinic, Billings, MT. EIN 81-0231784. Annual reports 2009–2024.
Billings Clinic has 3 active retirement plans on file. The largest is the Billings Clinic Pension Plan, with 7,192 participants and $262 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Billings Clinic's filings since 2009.
Billings Clinic Executive Human Resources Committee Po Box 37000 Billings, MT 59197 (406) 657-4130As filed for 2024
In effect since
July 1, 1990
Earlier plan names: Billings Clinic Moneymaker Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
25
$1.4 million
not listed
2023
67
$1.9 million
not listed
2022
42
$1.7 million
not listed
2021
78
$2.9 million
Fidelity
2020
60
$3.1 million
not listed
2019
70
$3.4 million
not listed
2017
129
$3.9 million
Fidelity
2016
144
$3.5 million
Fidelity
2015
145
$3.6 million
Fidelity
2014
114
$4.5 million
Fidelity
2013
165
$4.4 million
Fidelity
2012
166
$4.1 million
Fidelity
2011
191
$4.1 million
Fidelity
2010
209
$4.4 million
Fidelity
2009
234
$4.1 million
not listed
Billings Clinic 403B
403(b)Stopped filing
No annual report since the 2020 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Billings Clinic Po Box 37000 Billings, MT 59107 (406) 657-4130As filed for 2020
In effect since
July 1, 1993
Year by year, 2018 to 2020
Plan year
Participants
Net assets
Recordkeeper
2020
5,516
$493 million
Fidelity
2019
5,113
$410 million
Fidelity
2018
4,745
$338 million
Fidelity
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Billings Clinic Pension Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((406) 657-4130). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.