Beaumont Health Master Retirement Trust — Form 5500 plan (Beaumont Health)
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, Beaumont Health Master Retirement Trust is a benefit plan reported by Beaumont Health under EIN 47-4896200 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,562,749,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beaumont Health
- EIN
- 47-4896200
- Plan number
- 100
- Plan type
- 4
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,562,749,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014072406NAL0025656753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,562,749,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,562,749,278
- Net assets (BOY)
- $1,434,661,338
Income & contributions
- Total contributions
- $0
- Total income / additions
- $198,839,147
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,703,878
- Total expenses
- $1,703,878
- Net increase / (decrease)
- $197,135,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edgewood Management LLC | NONE | $599,300 | $0 | 2023 |
| Eagle Capital Management, LLC | NONE | $443,788 | $0 | 2023 |
| Pacific Investment Management Co. | NONE | $407,115 | $0 | 2023 |
| Legal & General Investment Mgmt | NONE | $211,727 | not reported in the loaded dataset | 2023 |
| Pinebridge Investments LLC | NONE | $0 | $140,005 | 2023 |
| Heitman America Real Estate Trust | NONE | $41,947 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beaumont Health
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Edgewood Management LLC — Schedule C compensation
- Eagle Capital Management, LLC — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Legal & General Investment Mgmt — Schedule C compensation
- Pinebridge Investments LLC — Schedule C compensation
- Heitman America Real Estate Trust — Schedule C compensation