2023 Form 5500 filing — William Beaumont Hospital Employees' Retirement 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 20241014073502NAL0051429202001) for William Beaumont Hospital Employees' Retirement Plan, reported by William Beaumont Hospital under EIN 38-1459362 and plan number 001. It reports 17,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073502NAL0051429202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Beaumont Hospital
- EIN
- 38-1459362
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 17,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,322,223,292
- Total liabilities (EOY)
- $236,407
- Net assets (EOY)
- $1,321,986,885
- Employer contributions
- $54,000,000
- Total income / additions
- $211,340,890
- Benefits paid
- $84,688,859
- Administrative expenses
- $12,156,020
- Total expenses
- $96,844,879
- Net increase / (decrease)
- $114,496,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $489,511 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $145,367 | $0 |
| Monticello Associates | NONE | $116,324 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $54,269 | not reported in the loaded dataset |
| Gjc Cpa'S & Advisors | NONE | $31,650 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $12,250 | $0 |
| Whitlock Business Systems Inc | NONE | $5,021 | not reported in the loaded dataset |