What public Form 5500 filings show about the Beacon Health System, Inc. 401(k) plan — and how to find and check your own account.
Beacon Health System, Inc. (EIN 45-3864076) reports BEACON RETIREMENT SAVINGS 401(A) PLAN on its most recent Form 5500, with $58.8M in plan assets across 1,410 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Beacon Health System, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Beacon Health System, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS LLP, CHARLES SCHWAB & CO, MID ATLANTIC CAPITAL, TAFT STETTINIUS & HOLLISTER LAW LLP, CORIENT PRIVATE WEALTH.
