2023 Form 5500 filing — Botsford Hospital Defined Contribution 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 20241014074242NAL0012978883001) for Botsford Hospital Defined Contribution Plan, reported by Beaumont Health under EIN 38-1426919 and plan number 003. It reports 2,583 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074242NAL0012978883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beaumont Health
- EIN
- 38-1426919
- Plan number
- 003
- Location
- Southfield, MI
- Participants
- 2,583
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,311,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,311,702
- Employer contributions
- $1,752,902
- Total income / additions
- $8,107,147
- Benefits paid
- $3,577,405
- Administrative expenses
- $92,598
- Total expenses
- $3,670,003
- Net increase / (decrease)
- $4,437,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Ops | RECORD KEEPER | $54,925 | $0 |
| George Johnson & Company | AUDITOR | $21,000 | not reported in the loaded dataset |
| Stifel Pearl Street Inv Mgmnt | INV ADVISOR | $15,000 | not reported in the loaded dataset |
| Financial Engines | ADVISOR | $1,703 | not reported in the loaded dataset |