2023 Form 5500 filing — Beaumont Health Master Retirement Trust
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 20241014072406NAL0025656753001) for Beaumont Health Master Retirement Trust, reported by Beaumont Health under EIN 47-4896200 and plan number 100. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072406NAL0025656753001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Beaumont Health
- EIN
- 47-4896200
- Plan number
- 100
- Location
- Southfield, MI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,562,749,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,562,749,278
- Total income / additions
- $198,839,147
- Benefits paid
- $0
- Administrative expenses
- $1,703,878
- Total expenses
- $1,703,878
- Net increase / (decrease)
- $197,135,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edgewood Management LLC | NONE | $599,300 | $0 |
| Eagle Capital Management, LLC | NONE | $443,788 | $0 |
| Pacific Investment Management Co. | NONE | $407,115 | $0 |
| Legal & General Investment Mgmt | NONE | $211,727 | not reported in the loaded dataset |
| Pinebridge Investments LLC | NONE | $0 | $140,005 |
| Heitman America Real Estate Trust | NONE | $41,947 | not reported in the loaded dataset |