Botsford Hospital Defined Contribution Plan — Form 5500 plan (Beaumont Health)
Plain-English plan 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, Botsford Hospital Defined Contribution Plan is a benefit plan reported by Beaumont Health under EIN 38-1426919 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,583 participants and $46,311,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beaumont Health
- EIN
- 38-1426919
- Plan number
- 003
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 2,583
- End-of-year plan assets
- $46,311,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,583 | H, C | 20241014074242NAL0012978883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,311,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,311,702
- Net assets (BOY)
- $41,874,558
Income & contributions
- Employer contributions
- $1,752,902
- Total contributions
- $1,752,902
- Total income / additions
- $8,107,147
Expenses & distributions
- Benefits paid
- $3,577,405
- Administrative expenses
- $92,598
- Total expenses
- $3,670,003
- Net increase / (decrease)
- $4,437,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Inst Ops | RECORD KEEPER | $54,925 | $0 | 2023 |
| George Johnson & Company | AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Stifel Pearl Street Inv Mgmnt | INV ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Financial Engines | ADVISOR | $1,703 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beaumont Health
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Fidelity Investments Inst Ops — Schedule C compensation
- George Johnson & Company — Schedule C compensation
- Stifel Pearl Street Inv Mgmnt — Schedule C compensation
- Financial Engines — Schedule C compensation