Billings Clinic 401(k) match, vesting and fees
What Billings Clinic's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Billings Clinic: employer contribution per participant | $0 | |
| Peer median | $2,023 |
| Billings Clinic: average balance | $57,120 | |
| Peer median | $61,526 |
| Billings Clinic: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.44% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.8M at the end of plan year 2021 to $1.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 25 | $1.4M | $0 | $0 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 67 | $1.9M | $0 | $0 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 42 | $1.7M | $0 | $0 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 52 | $2.8M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Other Billings Clinic plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Billings Clinic 403b Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Billings Clinic Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Billings Clinic match 401(k) contributions?
The match terms for the Billings Clinic Money Maker Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Billings Clinic 401(k) match vested?
The vesting schedule for the Billings Clinic Money Maker Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Billings Clinic 401(k)?
The filing names Billings Clinic Executive Human Resources Committee as plan administrator; it does not list a recordkeeper.
I left Billings Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Billings Clinic Executive Human Resources Committee, (406) 657-4130). The Billings Clinic old 401(k) page lists the contacts from every plan filing. Find an old Billings Clinic 401(k)
Data from the public Form 5500 annual reports Billings Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Billings Clinic. Not financial advice. Report a correction · Methodology