2023 Form 5500 filing — Bellin Health 401(K) Retirement 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 20250709122316NAL0004759249001) for Bellin Health 401(K) Retirement Plan, reported by Bellin Health Systems, Inc. under EIN 39-1512904 and plan number 002. It reports 6,757 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709122316NAL0004759249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bellin Health Systems, Inc.
- EIN
- 39-1512904
- Plan number
- 002
- Location
- Green Bay, WI
- Participants
- 6,757
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $756,679,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $756,679,140
- Employer contributions
- $22,184,146
- Participant contributions
- $40,646,314
- Total income / additions
- $219,296,404
- Benefits paid
- $41,581,689
- Administrative expenses
- $492,089
- Total expenses
- $42,084,982
- Net increase / (decrease)
- $177,211,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory | NONE | $343,777 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $147,912 | $0 |
| Associated Trust Company, N.A. | NONE | $0 | $0 |