2023 Form 5500 filing — Beloit Health System 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712140549NAL0011341379001) for Beloit Health System 403(B) Plan, reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 002. It reports 1,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$106.2MReported net assets$106,201,600
Participants1.8K1,834
Provider compensation$216.2K3 Schedule C row(s)$216,214
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240712140549NAL0011341379001
- Plan sponsor
- Beloit Health System, Inc.
- EIN
- 39-1028081
- Plan number
- 002
- Location
- Beloit, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$106.2M total assets
Net assets$106.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $106,201,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,201,600
- Participant contributions
- $6,555,397
- Total income / additions
- $26,245,264
- Benefits paid
- $7,591,557
- Administrative expenses
- $167,498
- Total expenses
- $7,772,233
- Net increase / (decrease)
- $18,473,031
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $163,416 | $0 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $53 | $39,795 |
| Strategic Advisors | INV. ADVISORY | $12,950 | not reported in the loaded dataset |