Montrose Memorial Hospital Inc. 401(k) Plan: Login, Facts & Contact Information

Montrose Memorial Hospital Inc. 401(k) Plan Facts

Plan name
MONTROSE REGIONAL HEALTH RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MONTROSE MEMORIAL HOSPITAL, INC.
Participants
924 (810 active employees)
Former employees with a balance
176
Plan assets
$40,070,486 at Dec 31, 2024
Average account balance
$60,713 across 660 accounts
Employer contributions
$1,464,127 in plan year 2024 (29% of all contributions)
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 2011
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.14 million went into the plan in contributions, $1.46 million of it from the employer (29%).
  • $4.50 million was paid out to participants.
  • Investment and other income added $4.63 million.
  • Administrative expenses were $58,723, about $89 per account.

How the Montrose Memorial Hospital Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019700$27.3 million$1.07 million$3.11 million
2020712$30.9 million$574,061$3.44 million
2021754$33.3 million$1.12 million$5.32 million
2022656$29.4 million$1.30 million$3.00 million
2023875$34.9 million$1.26 million$3.93 million
2024924$40.1 million$1.46 million$4.50 million

Montrose Memorial Hospital Inc. 401(k) Contact Information

Phone
970-240-7395
Mailing address
800 SOUTH 3RD STREET, MONTROSE CO 81401
Plan sponsor
MONTROSE MEMORIAL HOSPITAL, INC.
Employer identification number (EIN)
84-6002707
Plan number
001

Questions about the Montrose Memorial Hospital Inc. 401(k)

Does Montrose Memorial Hospital Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.46 million, 29% of all contributions.

Does the Montrose Memorial Hospital Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Montrose Memorial Hospital Inc 401(k) plan?

924 participants at the start of plan year 2024, 810 of them active employees, and 176 former employees who still had money in the plan.

What is the average 401(k) balance at Montrose Memorial Hospital Inc?

About $60,713 per account: $40.1 million in plan assets across 660 accounts with a balance at the end of plan year 2024.

Who manages the Montrose Memorial Hospital Inc 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Montrose Memorial Hospital Inc. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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