What public Form 5500 filings show about the Beacon Occupational Health and 401(k) plan — and how to find and check your own account.
Beacon Occupational Health and (EIN 92-0166824) reports BEACON OCCUPATIONAL HEALTH AND 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $10.9M in plan assets across 196 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 Occupational Health and 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 Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Beacon Occupational Health and 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ERISA FIDUCIARY SERVICES, RAYMOND JAMES & ASSOCIATES.
