William Beaumont Hospital Employees' Retirement Plan — Form 5500 plan (William Beaumont Hospital)
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, William Beaumont Hospital Employees' Retirement Plan is a benefit plan reported by William Beaumont Hospital under EIN 38-1459362 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,217 participants and $1,322,223,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Beaumont Hospital
- EIN
- 38-1459362
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 17,217
- End-of-year plan assets
- $1,322,223,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,217 | H, C | 20241014073502NAL0051429202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,322,223,292
- Total liabilities (EOY)
- $236,407
- Net assets (EOY)
- $1,321,986,885
- Net assets (BOY)
- $1,207,490,874
Income & contributions
- Employer contributions
- $54,000,000
- Total contributions
- $54,000,000
- Total income / additions
- $211,340,890
Expenses & distributions
- Benefits paid
- $84,688,859
- Administrative expenses
- $12,156,020
- Total expenses
- $96,844,879
- Net increase / (decrease)
- $114,496,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $489,511 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $145,367 | $0 | 2023 |
| Monticello Associates | NONE | $116,324 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $54,269 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | NONE | $31,650 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | NONE | $12,250 | $0 | 2023 |
| Whitlock Business Systems Inc | NONE | $5,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William Beaumont Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Willis Towers Watson Us LLC — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Monticello Associates — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Whitlock Business Systems Inc — Schedule C compensation