Bozeman Deaconess Health Services retirement plans
Bozeman Deaconess Health Services (Bozeman Health), Bozeman, MT. EIN 81-0232121. Annual reports 2009–2024. Also filed as Bozeman Deaconess Health Services.
Bozeman Deaconess Health Services (Bozeman Health) has 2 active retirement plans on file. The largest is the Bozeman Health 403(b) Plan, with 3,069 participants and $75.8 million in assets in 2024. Capital Group (American Funds) has been its recordkeeper since 2022. No traditional pension plan appears in Bozeman Deaconess Health Services's filings since 2009.
Bozeman Deaconess Health Services (Bozeman Health) 915 Highland Boulevard Bozeman, MT 59715 (406) 585-5000As filed for 2024
In effect since
January 1, 1987
Earlier plan names: Bozeman Deaconess Health Services Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
2,409
$99.1 million
Randall & Hurley
2023
2,226
$84.7 million
Randall & Hurley
2022
2,056
$69.3 million
Randall & Hurley
2021
2,000
$85.6 million
Randall & Hurley
2020
1,890
$74.5 million
Randall & Hurley
2019
1,803
$65.3 million
Randall & Hurley
2018
1,729
$52.9 million
Randall & Hurley
2017
1,633
$54.3 million
Employee Benefit Resources
2016
1,439
$44.2 million
Employee Benefit Resources
2015
1,313
$38.2 million
Employee Benefit Resources
2014
1,211
$36.0 million
Employee Benefit Resources
2013
1,163
$32.7 million
Employee Benefit Resources
2012
1,105
$26.4 million
Employee Benefit Resources
2011
1,026
$21.8 million
Employee Benefit Resources
2010
983
$19.9 million
Employee Benefit Resources LLP
2009
911
$16.1 million
Employee Benefit Resources, LLP
If you had money in one of these plans
Call Capital Group (American Funds) (capitalgroup.com), which runs the Bozeman Health 403(b) 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) 585-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.