Beloit Health System, Inc. Retirement Plan — Form 5500 plan (Beloit 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, Beloit Health System, Inc. Retirement Plan is a benefit plan reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,398 participants and $128,733 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$128.7KPlan net assets, end of year$128,733
Participants1.4KCovered participants reported1,398
Assets / participant$92Computed: assets ÷ participants$92 (computed)
Provider compensation$42.9K2 Schedule C provider row(s)$42,884
- Plan sponsor
- Beloit Health System, Inc.
- EIN
- 39-1028081
- Plan number
- 001
- Plan type
- 2
- Location
- Beloit, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,398 | H, C | 20240926181827NAL0001863904001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$128.7K total assets
Net assets$128.7KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $128,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,733
- Net assets (BOY)
- $75,973,650
Income & contributions
- Employer contributions
- $7,500,000
- Participant contributions
- $0
- Total contributions
- $7,500,000
- Total income / additions
- $11,481,806
Expenses & distributions
- Benefits paid
- $87,283,839
- Administrative expenses
- $42,884
- Total expenses
- $87,326,723
- Net increase / (decrease)
- -$75,844,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ellwood Consulting | INVESTMENT CONSULTANT | $32,203 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank N.A. | TRUSTEE | $10,681 | not reported in the loaded dataset | 2023 |