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 403(B) Plan is a benefit plan reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,834 participants and $106,201,600 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,201,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,201,600
- Net assets (BOY)
- $87,728,569
Income & contributions
- Participant contributions
- $6,555,397
- Total contributions
- $11,126,411
- Total income / additions
- $26,245,264
Expenses & distributions
- Benefits paid
- $7,591,557
- Administrative expenses
- $167,498
- Total expenses
- $7,772,233
- Net increase / (decrease)
- $18,473,031