Plan5500

Beacon Retirement Savings 401(A) 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 401(A) Plan is a benefit plan reported by Beacon Health System, Inc. under EIN 45-3864076 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,130 participants and $54,327,336 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
004
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
2,130
End-of-year plan assets
$54,327,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,130H, C20240917094553NAL0002723089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,327,336
Net assets (EOY)
$54,327,336
Net assets (BOY)
$49,564,894

Income & contributions

Total income / additions
$8,654,146

Expenses & distributions

Benefits paid
$3,760,693
Administrative expenses
$131,011
Total expenses
$3,891,704
Net increase / (decrease)
$4,762,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$112,147$02023
Forvis, LlpAUDITOR$10,500not reported in the loaded dataset2023
Jellyvision Lab, Inc.CONSULTANT$8,364not reported in the loaded dataset2023
Mid Atlantic Capital CorporationSECURITIES BROKER$0$02023

Related Form 5500 pages