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 Matching & Employer Contribution Plan is a benefit plan reported by Beloit Health System, Inc. under EIN 39-1028081 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,782 participants and $51,316,164 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,316,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,316,164
- Net assets (BOY)
- $45,819,483
Income & contributions
- Employer contributions
- $3,020,003
- Total contributions
- $3,020,003
- Total income / additions
- $10,251,973
Expenses & distributions
- Benefits paid
- $4,666,643
- Administrative expenses
- $88,649
- Total expenses
- $4,755,292
- Net increase / (decrease)
- $5,496,681