2023 Form 5500 filing — Beacon Retirement Savings 401(A) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917094553NAL0002723089001) for Beacon Retirement Savings 401(A) Plan, reported by Beacon Health System, Inc. under EIN 45-3864076 and plan number 004. It reports 2,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917094553NAL0002723089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beacon Health System, Inc.
- EIN
- 45-3864076
- Plan number
- 004
- Location
- South Bend, IN
- Participants
- 2,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,327,336
- Net assets (EOY)
- $54,327,336
- Total income / additions
- $8,654,146
- Benefits paid
- $3,760,693
- Administrative expenses
- $131,011
- Total expenses
- $3,891,704
- Net increase / (decrease)
- $4,762,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $112,147 | $0 |
| Forvis, Llp | AUDITOR | $10,500 | not reported in the loaded dataset |
| Jellyvision Lab, Inc. | CONSULTANT | $8,364 | not reported in the loaded dataset |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |