Montana Childrens Home & Hospital 403(b) match, vesting and fees
What Montana Childrens Home & Hospital's 403(b) 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.
| Recordkeeper | Reliastar Life Insurance Company | Schedule C ↗ |
| Independent auditor | Wipfli, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,671 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Montana Childrens Home & Hospital: employer contribution per participant | $2,245 | |
| Peer median | $1,470 |
| Montana Childrens Home & Hospital: average balance | $41,900 | |
| Peer median | $37,795 |
| Montana Childrens Home & Hospital: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.39% |
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 $14.5M at the end of plan year 2023 to $16.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 503 | $16.5M | $882K | $2,245 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 503 | $14.5M | $883K | $2,368 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Montana Childrens Home & Hospital match 401(k) contributions?
The match terms for the Shodair Hospital Employees Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $882K in employer contributions, about $2,245 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Montana Childrens Home & Hospital 401(k) match vested?
The vesting schedule for the Shodair Hospital Employees Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Montana Childrens Home & Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Reliastar Life Insurance Company. The plan administrator is Montana Childrens Home & Hospital.
I left Montana Childrens Home & Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Montana Childrens Home & Hospital, (406) 444-7500) or the recordkeeper, Reliastar Life Insurance Company. The Montana Childrens Home & Hospital old 401(k) page lists the contacts from every plan filing. Find an old Montana Childrens Home & Hospital 401(k)
Data from the public Form 5500 annual reports Montana Childrens Home & Hospital filed with the U.S. Department of Labor (plan years 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 Montana Childrens Home & Hospital. Not financial advice. Report a correction · Methodology