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, Beloit Health System, Inc. Retirement Plan is a benefit plan reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,398 participants and $128,733 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,733
- Net assets (BOY)
- $75,973,650
Income & contributions
- Employer contributions
- $7,500,000
- Participant contributions
- $0
- Total contributions
- $7,500,000
- Total income / additions
- $11,481,806
Expenses & distributions
- Benefits paid
- $87,283,839
- Administrative expenses
- $42,884
- Total expenses
- $87,326,723
- Net increase / (decrease)
- -$75,844,917