Civic Intelligence

Carroll College

Plan context: Carroll College Retirement Plan

EIN 81-0231774 • Helena, MT • 207 filings • 38 plans

1601 North Benton AveHelena, MT 59625-0001
Current Snapshot

Latest Year

2025

2025 Participants

298

2025 Assets

$55,338,547

2025 Contributions

$1,641,340

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$55,517,900$27,758,950$0200920172024YearValue
$55,338,547Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4562280199920122025YearValue
298Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20258298$0$0-
Carroll College Group Health Insurance-192---
Carroll College Group Critical Illness Insurance-32---
Carroll College Employee Assistance Program-240---
Carroll College Group Voluntary Dental Insurance-131---
Carroll College Group Life Plan-298---
Carroll College Total Disability Benefits Insurance Plan-241---
Carroll College Group Accident Insurance-49---
Carroll College Group Vision Plan-143---
20249282$55,338,547$1,641,340$5,820iApproximate average salary by contribution assumption: employee only about $145,509 at 4% or $97,006 at 6%; with 50% employer match about $97,006 at 4% or $64,671 at 6%; with 100% employer match about $72,754 at 4% or $48,503 at 6%.
Carroll College Retirement Plan-268$55,338,547$1,641,340$6,124iApproximate average salary by contribution assumption: employee only about $153,110 at 4% or $102,073 at 6%; with 50% employer match about $102,073 at 4% or $68,049 at 6%; with 100% employer match about $76,555 at 4% or $51,037 at 6%.
Carroll College Group Voluntary Dental Insurance-121---
Carroll College Group Vision Plan-130---
Carroll College Group Accident Insurance-44---
Carroll College Group Critical Illness Insurance-29---
Carroll College Total Disability Benefits Insurance Plan-228---
Carroll College Group Life Plan-282---
Carroll College Group Health Insurance-181---
Carroll College Employee Assistance Program-228---
20239284$52,010,896$1,657,224$5,835iApproximate average salary by contribution assumption: employee only about $145,882 at 4% or $97,255 at 6%; with 50% employer match about $97,255 at 4% or $64,837 at 6%; with 100% employer match about $72,941 at 4% or $48,627 at 6%.
Carroll College Retirement Plan-280$52,010,896$1,657,224$5,919iApproximate average salary by contribution assumption: employee only about $147,966 at 4% or $98,644 at 6%; with 50% employer match about $98,644 at 4% or $65,763 at 6%; with 100% employer match about $73,983 at 4% or $49,322 at 6%.
Carroll College Group Accident Insurance-45---
Carroll College Group Vision Plan-127---
Carroll College Total Disability Benefits Insurance Plan-226---
Carroll College Group Voluntary Dental Insurance-121---
Carroll College Employee Assistance Program-226---
Carroll College Group Critical Illness Insurance-33---
Carroll College Group Life Plan-284---
Carroll College Group Health Insurance-176---
20229311$47,109,914$1,572,551$5,056iApproximate average salary by contribution assumption: employee only about $126,411 at 4% or $84,274 at 6%; with 50% employer match about $84,274 at 4% or $56,183 at 6%; with 100% employer match about $63,205 at 4% or $42,137 at 6%.
Carroll College Retirement Plan-311$47,109,914$1,572,551$5,056iApproximate average salary by contribution assumption: employee only about $126,411 at 4% or $84,274 at 6%; with 50% employer match about $84,274 at 4% or $56,183 at 6%; with 100% employer match about $63,205 at 4% or $42,137 at 6%.
Carroll College Total Disability Benefits Insurance Plan-228---
Carroll College Group Vision Plan-132---
Carroll College Group Critical Illness Insurance-30---
Carroll College Group Accident Insurance-45---
Carroll College Group Voluntary Dental Insurance-122---
Carroll College Group Life Plan-283---
Carroll College Group Health Insurance-189---
Carroll College Employee Assistance Program-228---
20219310$55,517,900$1,660,878$5,358iApproximate average salary by contribution assumption: employee only about $133,942 at 4% or $89,295 at 6%; with 50% employer match about $89,295 at 4% or $59,530 at 6%; with 100% employer match about $66,971 at 4% or $44,647 at 6%.
Carroll College Retirement Plan-310$55,517,900$1,660,878$5,358iApproximate average salary by contribution assumption: employee only about $133,942 at 4% or $89,295 at 6%; with 50% employer match about $89,295 at 4% or $59,530 at 6%; with 100% employer match about $66,971 at 4% or $44,647 at 6%.
Carroll College Employee Assistance Program-223---
Carroll College Group Life Plan-224---
Carroll College Total Disability Benefits Insurance Plan-226---
Carroll College Group Voluntary Dental Insurance-113---
Carroll College Group Accident Insurance-38---
Carroll College Group Critical Illness Insurance-22---
Carroll College Group Health Insurance-177---
Carroll College Group Vision Plan-128---
20209414$51,557,752$1,595,476$3,854iApproximate average salary by contribution assumption: employee only about $96,345 at 4% or $64,230 at 6%; with 50% employer match about $64,230 at 4% or $42,820 at 6%; with 100% employer match about $48,173 at 4% or $32,115 at 6%.
Carroll College Retirement Plan-414$51,557,752$1,595,476$3,854iApproximate average salary by contribution assumption: employee only about $96,345 at 4% or $64,230 at 6%; with 50% employer match about $64,230 at 4% or $42,820 at 6%; with 100% employer match about $48,173 at 4% or $32,115 at 6%.
Carroll College Total Disability Benefits Insurance Plan-227---
Carroll College Group Life Plan-225---
Carroll College Group Voluntary Dental Insurance-113---
Carroll College Group Accident Insurance-37---
Carroll College Group Critical Illness Insurance-24---
Carroll College Group Vision Plan-126---
Carroll College Group Health Insurance-181---
Carroll College Employee Assistance Program-225---
20199418$47,257,126$2,079,866$4,976iApproximate average salary by contribution assumption: employee only about $124,394 at 4% or $82,929 at 6%; with 50% employer match about $82,929 at 4% or $55,286 at 6%; with 100% employer match about $62,197 at 4% or $41,465 at 6%.
Carroll College Retirement Plan-418$47,257,126$2,079,866$4,976iApproximate average salary by contribution assumption: employee only about $124,394 at 4% or $82,929 at 6%; with 50% employer match about $82,929 at 4% or $55,286 at 6%; with 100% employer match about $62,197 at 4% or $41,465 at 6%.
Carroll College Group Accident Insurance-39---
Carroll College Group Critical Illness Insurance-26---
Carroll College Total Disability Benefits Insurance Plan-232---
Carroll College Group Life Plan-231---
Carroll College Group Vision Plan-128---
Carroll College Group Health Insurance-187---
Carroll College Employee Assistance Program-234---
Carroll College Group Voluntary Dental Insurance-118---
20187424$41,864,509$1,788,947$4,219iApproximate average salary by contribution assumption: employee only about $105,480 at 4% or $70,320 at 6%; with 50% employer match about $70,320 at 4% or $46,880 at 6%; with 100% employer match about $52,740 at 4% or $35,160 at 6%.
Carroll College Retirement Plan-424$41,864,509$1,788,947$4,219iApproximate average salary by contribution assumption: employee only about $105,480 at 4% or $70,320 at 6%; with 50% employer match about $70,320 at 4% or $46,880 at 6%; with 100% employer match about $52,740 at 4% or $35,160 at 6%.
Carroll College Employee Assistance Program-243---
Carroll College Group Health Insurance-197---
Carroll College Group Voluntary Dental Insurance-116---
Carroll College Group Vision Plan-132---
Carroll College Group Life Plan-242---
Carroll College Total Disability Benefits Insurance Plan-243---
20177423$45,856,924$2,217,381$5,242iApproximate average salary by contribution assumption: employee only about $131,051 at 4% or $87,367 at 6%; with 50% employer match about $87,367 at 4% or $58,245 at 6%; with 100% employer match about $65,525 at 4% or $43,684 at 6%.
Carroll College Retirement Plan-423$45,856,924$2,217,381$5,242iApproximate average salary by contribution assumption: employee only about $131,051 at 4% or $87,367 at 6%; with 50% employer match about $87,367 at 4% or $58,245 at 6%; with 100% employer match about $65,525 at 4% or $43,684 at 6%.
Carroll College Group Health Insurance-210---
Carroll College Group Vision Plan-128---
Carroll College Group Voluntary Dental Insurance-111---
Carroll College Group Life Plan-255---
Carroll College Total Disability Benefits Insurance Plan-256---
Carroll College Employee Assistance Program-260---
20167456$40,951,411$2,101,325$4,608iApproximate average salary by contribution assumption: employee only about $115,204 at 4% or $76,803 at 6%; with 50% employer match about $76,803 at 4% or $51,202 at 6%; with 100% employer match about $57,602 at 4% or $38,401 at 6%.
Carroll College Retirement Plan-456$40,951,411$2,101,325$4,608iApproximate average salary by contribution assumption: employee only about $115,204 at 4% or $76,803 at 6%; with 50% employer match about $76,803 at 4% or $51,202 at 6%; with 100% employer match about $57,602 at 4% or $38,401 at 6%.
Carroll College Total Disability Benefits Insurance Plan-270---
Carroll College Group Life Plan-269---
Carroll College Group Voluntary Dental Insurance-115---
Carroll College Group Vision Plan-144---
Carroll College Group Health Insurance-218---
Carroll College Employee Assistance Program-275---
20157439$38,309,379$1,786,564$4,070iApproximate average salary by contribution assumption: employee only about $101,741 at 4% or $67,827 at 6%; with 50% employer match about $67,827 at 4% or $45,218 at 6%; with 100% employer match about $50,870 at 4% or $33,914 at 6%.
Carroll College Retirement Plan-439$38,309,379$1,786,564$4,070iApproximate average salary by contribution assumption: employee only about $101,741 at 4% or $67,827 at 6%; with 50% employer match about $67,827 at 4% or $45,218 at 6%; with 100% employer match about $50,870 at 4% or $33,914 at 6%.
Carroll College Employee Assistance Program-250---
Carroll College Group Health Insurance-219---
Carroll College Group Vision Plan-135---
Carroll College Group Voluntary Dental Insurance-109---
Carroll College Total Disability Benefits Insurance Plan-----
Carroll College Group Life Plan-269---
20146395$37,717,074$1,707,653$4,323iApproximate average salary by contribution assumption: employee only about $108,079 at 4% or $72,053 at 6%; with 50% employer match about $72,053 at 4% or $48,035 at 6%; with 100% employer match about $54,040 at 4% or $36,026 at 6%.
Carroll College Retirement Plan-395$37,717,074$1,707,653$4,323iApproximate average salary by contribution assumption: employee only about $108,079 at 4% or $72,053 at 6%; with 50% employer match about $72,053 at 4% or $48,035 at 6%; with 100% employer match about $54,040 at 4% or $36,026 at 6%.
Carroll College Group Life Plan-269---
Carroll College Total Disability Benefits Insurance Plan-271---
Carroll College Group Voluntary Dental Insurance-108---
Carroll College Employee Assistance Program-250---
Carroll College Group Health Insurance-367---
20137397$35,640,479$1,838,879$4,632iApproximate average salary by contribution assumption: employee only about $115,798 at 4% or $77,199 at 6%; with 50% employer match about $77,199 at 4% or $51,466 at 6%; with 100% employer match about $57,899 at 4% or $38,599 at 6%.
Carroll College Retirement Plan-397$35,640,479$1,423,355$3,585iApproximate average salary by contribution assumption: employee only about $89,632 at 4% or $59,755 at 6%; with 50% employer match about $59,755 at 4% or $39,836 at 6%; with 100% employer match about $44,816 at 4% or $29,877 at 6%.
Carroll College Tax Defered Annuity Plan-0-$415,524-
Carroll College Group Life Plan-256---
Carroll College Employee Assistance Program-250---
Carroll College Group Health Insurance-348---
Carroll College Group Voluntary Dental Insurance-105---
Carroll College Total Disability Benefits Insurance Plan-258---
20127411$31,536,242$2,752,346$6,697iApproximate average salary by contribution assumption: employee only about $167,418 at 4% or $111,612 at 6%; with 50% employer match about $111,612 at 4% or $74,408 at 6%; with 100% employer match about $83,709 at 4% or $55,806 at 6%.
Carroll College Retirement Plan-411$22,717,695$1,080,496$2,629iApproximate average salary by contribution assumption: employee only about $65,724 at 4% or $43,816 at 6%; with 50% employer match about $43,816 at 4% or $29,210 at 6%; with 100% employer match about $32,862 at 4% or $21,908 at 6%.
Carroll College Tax Defered Annuity Plan-260$8,818,547$1,671,850$6,430iApproximate average salary by contribution assumption: employee only about $160,755 at 4% or $107,170 at 6%; with 50% employer match about $107,170 at 4% or $71,447 at 6%; with 100% employer match about $80,377 at 4% or $53,585 at 6%.
Carroll College Group Life Plan-249---
Carroll College Group Voluntary Dental Insurance-71---
Carroll College Total Disability Benefits Insurance Plan-251---
Carroll College Employee Assistance Program-250---
Carroll College Group Health Insurance-340---
20117399$27,834,057$1,857,063$4,654iApproximate average salary by contribution assumption: employee only about $116,357 at 4% or $77,572 at 6%; with 50% employer match about $77,572 at 4% or $51,714 at 6%; with 100% employer match about $58,179 at 4% or $38,786 at 6%.
Carroll College Retirement Plan-399$21,248,440$1,181,121$2,960iApproximate average salary by contribution assumption: employee only about $74,005 at 4% or $49,337 at 6%; with 50% employer match about $49,337 at 4% or $32,891 at 6%; with 100% employer match about $37,003 at 4% or $24,668 at 6%.
Carroll College Tax Defered Annuity Plan-259$6,585,617$675,942$2,610iApproximate average salary by contribution assumption: employee only about $65,245 at 4% or $43,497 at 6%; with 50% employer match about $43,497 at 4% or $28,998 at 6%; with 100% employer match about $32,623 at 4% or $21,748 at 6%.
Carroll College Group Health Insurance-333---
Carroll College Group Life Plan-243---
Carroll College Total Disability Benefits Insurance Plan-225---
Carroll College Group Voluntary Dental Insurance-132---
Carroll College Employee Assistance Program-250---
20108386$27,233,999$1,312,617$3,401iApproximate average salary by contribution assumption: employee only about $85,014 at 4% or $56,676 at 6%; with 50% employer match about $56,676 at 4% or $37,784 at 6%; with 100% employer match about $42,507 at 4% or $28,338 at 6%.
Carroll College Retirement Plan-386$21,319,576$930,082$2,410iApproximate average salary by contribution assumption: employee only about $60,238 at 4% or $40,159 at 6%; with 50% employer match about $40,159 at 4% or $26,773 at 6%; with 100% employer match about $30,119 at 4% or $20,079 at 6%.
Carroll College Tax Defered Annuity Plan-250$5,914,423$382,535$1,530iApproximate average salary by contribution assumption: employee only about $38,254 at 4% or $25,502 at 6%; with 50% employer match about $25,502 at 4% or $17,002 at 6%; with 100% employer match about $19,127 at 4% or $12,751 at 6%.
Carroll College Group Voluntary Dental Insurance-103---
Carroll College Group Vision Plan-0---
Carroll College Employee Assistance Program-250---
Carroll College Total Disability Benefits Insurance Plan-243---
Carroll College Group Health Insurance-358---
Carroll College Group Life Plan-207---
20098371$25,796,078$1,315,417$3,546iApproximate average salary by contribution assumption: employee only about $88,640 at 4% or $59,093 at 6%; with 50% employer match about $59,093 at 4% or $39,396 at 6%; with 100% employer match about $44,320 at 4% or $29,547 at 6%.
Carroll College Retirement Plan-371$20,359,631$922,611$2,487iApproximate average salary by contribution assumption: employee only about $62,171 at 4% or $41,447 at 6%; with 50% employer match about $41,447 at 4% or $27,631 at 6%; with 100% employer match about $31,085 at 4% or $20,724 at 6%.
Carroll College Tax Defered Annuity Plan-247$5,436,447$392,806$1,590iApproximate average salary by contribution assumption: employee only about $39,758 at 4% or $26,505 at 6%; with 50% employer match about $26,505 at 4% or $17,670 at 6%; with 100% employer match about $19,879 at 4% or $13,253 at 6%.
Carroll College Employee Assistance Program-250---
Carroll College Group Voluntary Dental Insurance-92---
Carroll College Group Health Insurance-364---
Carroll College Total Disability Benefits Insurance Plan-259---
Carroll College Group Vision Plan-257---
Carroll College Group Life Plan-253---
20088370$0$0-
Carroll College Tax Defered Annuity Plan-0---
Carroll College Retirement Plan-0---
Carroll College Employee Assistance Program-253---
Carroll College Group Voluntary Dental Insurance-97---
Carroll College Total Disability Benefits Insurance Plan-245---
Carroll College Group Vision Plan-253---
Carroll College Group Life Plan-247---
Carroll College Group Health Insurance-370---
20078379$0$0-
Carroll College Tax Defered Annuity Plan-0---
Carroll College Retirement Plan-0---
Carroll College Group Voluntary Dental Insurance-167---
Carroll College Group Vision Plan-244---
Carroll College Employee Assistance Program-240---
Carroll College Group Health Insurance-379---
Carroll College Group Life Plan-231---
Carroll College Total Disability Benefits Insurance Plan-223---
20068240$0$0-
Carroll College Retirement Plan-0---
Carroll College Tax Defered Annuity Plan-0---
Carroll College Group Voluntary Dental Insurance-91---
Carroll College Employee Assistance Program-238---
Carroll College Group Health Insurance-206---
Carroll College Total Disability Benefits Insurance Plan-208---
Carroll College Group Vision Plan-240---
Carroll College Group Life Plan-219---
20058229$0$0-
Carroll College Retirement Plan-0---
Carroll College Tax Defered Annuity Plan-0---
Carroll College Group Health Insurance-197---
Carroll College Group Life Plan-216---
Carroll College Total Disability Benefits Insurance Plan-211---
Carroll College Employee Assistance Program-227---
Carroll College Group Vision Plan-229---
Carroll College Group Voluntary Dental Insurance-76---
20047222$0$0-
Carroll College Retirement Plan-0---
Carroll College Tax Defered Annuity Plan-0---
Carroll College Group Vision Plan-222---
Carroll College Group Health Insurance-188---
Carroll College Employee Assistance Program-221---
Carroll College Group Life Plan-215---
Carroll College Total Disability Benefits Insurance Plan-195---
20037215$0$0-
Carroll College Retirement Plan-0---
Carroll College Tax Defered Annuity Plan-0---
Carroll College Group Vision Plan-215---
Carroll College Group Life Plan-205---
Carroll College Employee Assistance Program-215---
Carroll College Total Disability Benefits Insurance Plan-193---
Carroll College Group Health Insurance-182---
20027194$0$0-
Carroll College Retirement Plan-0---
Carroll College Tax Defered Annuity Plan-0---
Carroll College Group Vision Plan-194---
Carroll College Employee Assistance Program-194---
Carroll College Group Life Plan-194---
Carroll College Total Disability Benefits Insurance Plan-182---
Carroll College Group Health Insurance-164---
20017195$0$0-
Carroll College Tax Defered Annuity Plan-0---
Carroll College Retirement Plan-0---
Carroll College Total Disability Benefits Insurance Plan-172---
Carroll College Employee Assistance Program-195---
Carroll College Group Vision Plan-194---
Carroll College Group Health Insurance-165---
Carroll College Group Life Plan-195---
20007183$0$0-
Carroll College Tax Defered Annuity Plan-0---
Carroll College Retirement Plan-0---
Carroll College Group Life Plan-183---
Carroll College Group Vision Plan-182---
Carroll College Group Health Insurance-141---
Carroll College Total Disability Benefits Insurance Plan-175---
Carroll College Employee Assistance Program-179---
19997177$0$0-
Carroll College Group Health Insurance-134---
Carroll College Tax Defered Annuity Plan-0---
Carroll College Retirement Plan-0---
Carroll College Group Vision Plan-177---
Carroll College Employee Assistance Program-177---
Carroll College Group Life Plan-175---
Carroll College Total Disability Benefits Insurance Plan-160---