Bozeman Deaconess Health Services
Overview
Bozeman Deaconess Health Services sponsors a self-funded health plan that covered 1,997 participants in plan year 2025, up 15% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,997 · prior year 1,732
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Bozeman Deaconess Health Services Comprehensive Health and Welfare Plan, plan 501 (1,997 participants)
- Stop-loss carrier
- Blue Cross Blue Shield of Montana
- Broker compensation
- $163K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Blue Cross Blue Shield of Montana | Medical, Prescription drug, PPO, Stop-loss | 3,708 | $30.5M | — |
| Sun Life Assurance Company of Canada | Long-term disability, Life | 2,270 | $885K | $90K |
| Vision Service Plan | Vision | 1,334 | $217K | $5K |
| Delta Dental Insurance Company | Dental | 3,046 | — | $49K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,997 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Bozeman Deaconess Health Services
- Sponsor EIN
- 81-0232121
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 81-0232121 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Bozeman Health 403(b) Plan
- Type
- Defined contribution plan
- Participants
- 3,069
About this data
Source: Bozeman Deaconess Health Services's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Bozeman Deaconess Health Services.