Beacon Retirement Savings 403(B) Plan — Form 5500 plan (Beacon 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, Beacon Retirement Savings 403(B) Plan is a benefit plan reported by Beacon Health System, Inc. under EIN 45-3864076 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,193 participants and $602,754,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beacon Health System, Inc.
- EIN
- 45-3864076
- Plan number
- 003
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 9,193
- End-of-year plan assets
- $602,754,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,193 | H, C | 20240917094126NAL0002596673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $602,754,736
- Net assets (EOY)
- $602,754,736
- Net assets (BOY)
- $488,852,141
Income & contributions
- Employer contributions
- $17,116,462
- Participant contributions
- $39,256,713
- Total contributions
- $58,949,106
- Total income / additions
- $145,893,504
Expenses & distributions
- Benefits paid
- $48,081,672
- Administrative expenses
- $884,695
- Total expenses
- $49,006,059
- Net increase / (decrease)
- $96,887,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $766,745 | $0 | 2023 |
| Jellyvisions Lab, Inc. | CONSULTANT | $25,093 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | AUDITOR | $23,000 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | BROKER | $22,500 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $22,470 | not reported in the loaded dataset | 2023 |
| Taft Stettinius & Hollister Law Llp | LEGAL | $13,367 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | SECURITIES BROKER | $6,180 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,447 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beacon Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Transamerica Retirement Solutions — Schedule C compensation
- Jellyvisions Lab, Inc. — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Taft Stettinius & Hollister Law Llp — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation