Bellin Health 401(K) Retirement Plan — Form 5500 plan (Bellin Health Systems, 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, Bellin Health 401(K) Retirement Plan is a benefit plan reported by Bellin Health Systems, Inc. under EIN 39-1512904 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,757 participants and $756,679,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellin Health Systems, Inc.
- EIN
- 39-1512904
- Plan number
- 002
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 6,757
- End-of-year plan assets
- $756,679,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,757 | H, C | 20250709122316NAL0004759249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $756,679,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $756,679,140
- Net assets (BOY)
- $579,467,718
Income & contributions
- Employer contributions
- $22,184,146
- Participant contributions
- $40,646,314
- Total contributions
- $69,070,002
- Total income / additions
- $219,296,404
Expenses & distributions
- Benefits paid
- $41,581,689
- Administrative expenses
- $492,089
- Total expenses
- $42,084,982
- Net increase / (decrease)
- $177,211,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory | NONE | $343,777 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $147,912 | $0 | 2023 |
| Associated Trust Company, N.A. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bellin Health Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Green Bay, WI
- Empower Advisory — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Associated Trust Company, N.A. — Schedule C compensation