Carroll College

Montana
Registered In
06/13/1916
Incorp. Date

Company Summary

Carroll College at 1601 N Benton Avenue Lori Peterson, Helena, Mt 59625 lists John Cech of Helena, MT and a DBA of Carroll College Foundation.

Registered In
Montana
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Non-Profit Corporation
Status
Active-Good Standing
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John Cech Registered Agent
1601 N BENTON AVE, HELENA, MT 59625
1601 N BENTON AVENUE LORI PETERSON, HELENA, MT 59625 (Mailing) View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Carroll College Foundation
Helena, MT

Financial Information for Carroll College

Form 5500

CARROLL COLLEGE

1601 North Benton Ave, Helena, Mt 59625 (406) 447-5400 EIN:81-0231774 Plan Admin:Karla Smith
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN Plan #504 Participants BOY/EOY224 / 226 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN - Plan #504 224 / 226 $0 / $0
2023 Plan NameCARROLL COLLEGE GROUP LIFE INSURANCE PLAN Plan #505 Participants BOY/EOY278 / 284 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE GROUP LIFE INSURANCE PLAN - Plan #505 278 / 284 $0 / $0
2023 Plan NameCARROLL COLLEGE GROUP HEALTH INSURANCE Plan #503 Participants BOY/EOY185 / 176 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE GROUP HEALTH INSURANCE - Plan #503 185 / 176 $0 / $0
2023 Plan NameCARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE Plan #511 Participants BOY/EOY33 / 33 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE - Plan #511 33 / 33 $0 / $0
2023 Plan NameCARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE Plan #510 Participants BOY/EOY121 / 121 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE - Plan #510 121 / 121 $0 / $0
2023 Plan NameCARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM Plan #509 Participants BOY/EOY224 / 226 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM - Plan #509 224 / 226 $0 / $0
2023 Plan NameCARROLL COLLEGE GROUP VISION PLAN Plan #508 Participants BOY/EOY130 / 127 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE GROUP VISION PLAN - Plan #508 130 / 127 $0 / $0
2023 Plan NameCARROLL COLLEGE GROUP ACCIDENT INSURANCE Plan #512 Participants BOY/EOY48 / 45 Assets BOY/EOY$0 / $0 2023 CARROLL COLLEGE GROUP ACCIDENT INSURANCE - Plan #512 48 / 45 $0 / $0
2022 Plan NameCARROLL COLLEGE 403(B) PLAN Plan #001 Participants BOY/EOY690 / 590 Assets BOY/EOY$55,517,900 / $47,109,914 2022 CARROLL COLLEGE 403(B) PLAN - Plan #001 690 / 590 $55,517,900 / $47,109,914
2022 Plan NameCARROLL COLLEGE GROUP LIFE INSURANCE PLAN Plan #505 Participants BOY/EOY276 / 283 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE GROUP LIFE INSURANCE PLAN - Plan #505 276 / 283 $0 / $0
2022 Plan NameCARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM Plan #509 Participants BOY/EOY223 / 228 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM - Plan #509 223 / 228 $0 / $0
2022 Plan NameCARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE Plan #510 Participants BOY/EOY116 / 122 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE GROUP VOLUNTARY DENTAL INSURANCE - Plan #510 116 / 122 $0 / $0
2022 Plan NameCARROLL COLLEGE GROUP VISION PLAN Plan #508 Participants BOY/EOY126 / 132 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE GROUP VISION PLAN - Plan #508 126 / 132 $0 / $0
2022 Plan NameCARROLL COLLEGE GROUP ACCIDENT INSURANCE Plan #512 Participants BOY/EOY40 / 45 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE GROUP ACCIDENT INSURANCE - Plan #512 40 / 45 $0 / $0
2022 Plan NameCARROLL COLLEGE GROUP HEALTH INSURANCE Plan #503 Participants BOY/EOY180 / 189 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE GROUP HEALTH INSURANCE - Plan #503 180 / 189 $0 / $0
2022 Plan NameCARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE Plan #511 Participants BOY/EOY25 / 30 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE - Plan #511 25 / 30 $0 / $0
2022 Plan NameCARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN Plan #504 Participants BOY/EOY224 / 228 Assets BOY/EOY$0 / $0 2022 CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN - Plan #504 224 / 228 $0 / $0
2021 Plan NameCARROLL COLLEGE 403(B) PLAN Plan #001 Participants BOY/EOY561 / 576 Assets BOY/EOY$51,557,752 / $55,517,900 2021 CARROLL COLLEGE 403(B) PLAN - Plan #001 561 / 576 $51,557,752 / $55,517,900
2021 Plan NameCARROLL COLLEGE GROUP LIFE INSURANCE PLAN Plan #505 Participants BOY/EOY224 / 224 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE GROUP LIFE INSURANCE PLAN - Plan #505 224 / 224 $0 / $0
2021 Plan NameCARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM Plan #509 Participants BOY/EOY226 / 223 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM - Plan #509 226 / 223 $0 / $0
2021 Plan NameCARROLL COLLEGE GROUP HEALTH INSURANCE Plan #503 Participants BOY/EOY181 / 177 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE GROUP HEALTH INSURANCE - Plan #503 181 / 177 $0 / $0
2021 Plan NameCARROLL COLLEGE VOLUNTARY DENTAL INSURANCE Plan #510 Participants BOY/EOY111 / 113 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE VOLUNTARY DENTAL INSURANCE - Plan #510 111 / 113 $0 / $0
2021 Plan NameCARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE Plan #511 Participants BOY/EOY25 / 22 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE - Plan #511 25 / 22 $0 / $0
2021 Plan NameCARROLL COLLEGE GROUP ACCIDENT INSURANCE Plan #512 Participants BOY/EOY38 / 38 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE GROUP ACCIDENT INSURANCE - Plan #512 38 / 38 $0 / $0
2021 Plan NameCARROLL COLLEGE GROUP VISION PLAN Plan #508 Participants BOY/EOY130 / 128 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE GROUP VISION PLAN - Plan #508 130 / 128 $0 / $0
2021 Plan NameCARROLL COLLEGE TOTAL DISABILITY INSURANCE PLAN Plan #504 Participants BOY/EOY226 / 226 Assets BOY/EOY$0 / $0 2021 CARROLL COLLEGE TOTAL DISABILITY INSURANCE PLAN - Plan #504 226 / 226 $0 / $0
2020 Plan NameCARROLL COLLEGE 403(B) PLAN Plan #001 Participants BOY/EOY568 / 561 Assets BOY/EOY$47,257,126 / $51,557,752 2020 CARROLL COLLEGE 403(B) PLAN - Plan #001 568 / 561 $47,257,126 / $51,557,752
2020 Plan NameCARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN Plan #504 Participants BOY/EOY234 / 227 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN - Plan #504 234 / 227 $0 / $0
2020 Plan NameCARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM Plan #509 Participants BOY/EOY234 / 225 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM - Plan #509 234 / 225 $0 / $0
2020 Plan NameCARROLL COLLEGE GROUP LIFE INSURANCE PLAN Plan #505 Participants BOY/EOY233 / 225 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE GROUP LIFE INSURANCE PLAN - Plan #505 233 / 225 $0 / $0
2020 Plan NameCARROLL COLLEGE GROUP ACCIDENT INSURANCE Plan #512 Participants BOY/EOY40 / 37 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE GROUP ACCIDENT INSURANCE - Plan #512 40 / 37 $0 / $0
2020 Plan NameCARROLL COLLEGE GROUP VISION PLAN Plan #508 Participants BOY/EOY131 / 126 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE GROUP VISION PLAN - Plan #508 131 / 126 $0 / $0
2020 Plan NameCARROLL COLLEGE VOLUNTARY DENTAL INSURANCE PLAN Plan #510 Participants BOY/EOY115 / 113 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE VOLUNTARY DENTAL INSURANCE PLAN - Plan #510 115 / 113 $0 / $0
2020 Plan NameCARROLL COLLEGE GROUP HEALTH INSURANCE Plan #503 Participants BOY/EOY185 / 187 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE GROUP HEALTH INSURANCE - Plan #503 185 / 187 $0 / $0
2020 Plan NameCARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE Plan #511 Participants BOY/EOY24 / 24 Assets BOY/EOY$0 / $0 2020 CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE - Plan #511 24 / 24 $0 / $0
2019 Plan NameCARROLL COLLEGE 403(B) PLAN Plan #001 Participants BOY/EOY565 / 568 Assets BOY/EOY$41,864,509 / $47,257,126 2019 CARROLL COLLEGE 403(B) PLAN - Plan #001 565 / 568 $41,864,509 / $47,257,126
2019 Plan NameCARROLL COLLEGE GROUP VISION PLAN Plan #508 Participants BOY/EOY132 / 128 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE GROUP VISION PLAN - Plan #508 132 / 128 $0 / $0
2019 Plan NameCARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM Plan #509 Participants BOY/EOY243 / 234 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE EMPLOYEE ASSISTANCE PROGRAM - Plan #509 243 / 234 $0 / $0
2019 Plan NameCARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN Plan #504 Participants BOY/EOY243 / 232 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE TOTAL DISABILITY BENEFITS INSURANCE PLAN - Plan #504 243 / 232 $0 / $0
2019 Plan NameCARROLL COLLEGE VOLUNTARY DENTAL INSURANCE PLAN Plan #510 Participants BOY/EOY116 / 118 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE VOLUNTARY DENTAL INSURANCE PLAN - Plan #510 116 / 118 $0 / $0
2019 Plan NameCARROLL COLLEGE GROUP LIFE INSURANCE PLAN Plan #505 Participants BOY/EOY242 / 231 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE GROUP LIFE INSURANCE PLAN - Plan #505 242 / 231 $0 / $0
2019 Plan NameCARROLL COLLEGE GROUP ACCIDENT INSURANCE Plan #512 Participants BOY/EOY37 / 39 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE GROUP ACCIDENT INSURANCE - Plan #512 37 / 39 $0 / $0
2019 Plan NameCARROLL COLLEGE GROUP HEALTH INSURANCE Plan #503 Participants BOY/EOY197 / 193 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE GROUP HEALTH INSURANCE - Plan #503 197 / 193 $0 / $0
2019 Plan NameCARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE Plan #511 Participants BOY/EOY21 / 26 Assets BOY/EOY$0 / $0 2019 CARROLL COLLEGE GROUP CRITICAL ILLNESS INSURANCE - Plan #511 21 / 26 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Form 990

CARROLL COLLEGE

1601 N Benton Ave, Helena, Mt 59625-0002 EIN:81-0231774 Deductibility:Contributions are deductible Classification:Educational Organization Type:Undergraduate Colleges
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2023 # of Emps1029 Contributions$7,739,391 Revenue$66,514,020 Expenses$64,931,468 Assets EOY$140,839,354 Liabilities$17,332,737 2023 1029 $7,739,391 $66,514,020 $64,931,468 $140,839,354 $17,332,737
2022 # of Emps958 Contributions$10,447,051 Revenue$65,024,048 Expenses$62,060,628 Assets EOY$136,506,006 Liabilities$18,453,433 2022 958 $10,447,051 $65,024,048 $62,060,628 $136,506,006 $18,453,433
2021 # of Emps919 Contributions$11,467,264 Revenue$63,598,809 Expenses$58,054,766 Assets EOY$143,834,789 Liabilities$21,293,491 2021 919 $11,467,264 $63,598,809 $58,054,766 $143,834,789 $21,293,491
2020 # of Emps1069 Contributions$7,187,608 Revenue$64,086,619 Expenses$59,040,779 Assets EOY$125,734,988 Liabilities$22,367,834 2020 1069 $7,187,608 $64,086,619 $59,040,779 $125,734,988 $22,367,834
2019 # of Emps1096 Contributions$7,409,643 Revenue$61,222,792 Expenses$59,993,385 Assets EOY$124,355,686 Liabilities$22,506,506 2019 1096 $7,409,643 $61,222,792 $59,993,385 $124,355,686 $22,506,506
Tax Returns based on Form 990 & 990N.
PPP Loans

CARROLL COLLEGE

1601 N. Benton Ave., HELENA, MT 59625 Industry:Colleges, Universities, and Professional Schools
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$3,305,145 Forgiven$3,341,909 LenderFirst Interstate Bank Jobs306 04/27/2020 $3,305,145 $3,341,909 First Interstate Bank 306
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration Internal Revenue Service
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