Beloit Health System Matching & Employer Contribution Plan — Form 5500 plan (Beloit Health System, Inc.)

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 Matching & Employer Contribution Plan is a benefit plan reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,782 participants and $51,316,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beloit Health System, Inc.
EIN
39-1028081
Plan number
005
Plan type
2
Location
Beloit, WI
Latest filing year
2023
Participants
1,782
End-of-year plan assets
$51,316,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,782H, C20240712140742NAL0017733265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,316,164
Total liabilities (EOY)
$0
Net assets (EOY)
$51,316,164
Net assets (BOY)
$45,819,483

Income & contributions

Employer contributions
$3,020,003
Total contributions
$3,020,003
Total income / additions
$10,251,973

Expenses & distributions

Benefits paid
$4,666,643
Administrative expenses
$88,649
Total expenses
$4,755,292
Net increase / (decrease)
$5,496,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoNONE$106,614$02023
Strategic Advisors, Inc.NONE$4,353not reported in the loaded dataset2023

Related Form 5500 pages