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Form 5500 · Retirement plan · BILLINGS, MT

DISTRICT 7 HUMAN RESOURCES DEVELOPMENT COUNCIL, INC.

The filing calls this plan DISTRICT 7 HRDC RETIREMENT PLAN.

DISTRICT 7 HUMAN RESOURCES DEVELOPMENT COUNCIL, INC. of BILLINGS, MT files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by TALCOTT RESOLUTION LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0300207 · plan 001 · plan year 2025, filed Jul 15, 2026

Participants at the start of the year
113
Contracts on file
2
Contract value
$677,167
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with TALCOTT RESOLUTION LIFE INSURANCE COMPANY.

The contracts held $677,167 at the end of the plan year, as reported on Schedule A.

$15,981 in agent commissions is disclosed across the contracts; RANDALL HAMMERQUIST is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC98December$308,722$15,981
NEW YORK LIFE INSURANCE AND ANNUITY CORPORATIONAnnuity / GIC4December$368,445$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
DISTRICT 7 HUMAN RESOURCES DEVELOPMENT COUNCIL, INC.
EIN 81-0300207
EMPOWER ANNUITY INSURANCE COMPANY O
RECORDKEEPER · EIN 81-0300207
$2,468
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$4,228,359
Paid out in benefits
$620,370
Participants at the start of the year
113
Participants with account balances
98

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Qualified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Montana — largest plans, brokers, carriers and renewal months.