2023 Form 5500 filing — Beloit Health System Matching & Employer Contribution 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 20240712140742NAL0017733265001) for Beloit Health System Matching & Employer Contribution Plan, reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 005. It reports 1,782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712140742NAL0017733265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beloit Health System, Inc.
- EIN
- 39-1028081
- Plan number
- 005
- Location
- Beloit, WI
- Participants
- 1,782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,316,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,316,164
- Employer contributions
- $3,020,003
- Total income / additions
- $10,251,973
- Benefits paid
- $4,666,643
- Administrative expenses
- $88,649
- Total expenses
- $4,755,292
- Net increase / (decrease)
- $5,496,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $106,614 | $0 |
| Strategic Advisors, Inc. | NONE | $4,353 | not reported in the loaded dataset |