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Original filing (PDF)20251014071448NAL0001083667001
BEAUMONT HEALTH
Form 5500
FILING_RECEIVED
BOTSFORD HOSPITAL DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,367
Accounts w/ balance
1,450
Plan assets (EOY)
$48.8M
Net assets (EOY)
$48.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAUMONT HEALTH.
Plan sponsor
Name
BEAUMONT HEALTH
EIN
38-1426919
Address
HUMAN RESOURCES/RETIREMENT/FLOOR 3C · 26901 BEAUMONT BLVD · SOUTHFIELD, MI · 48033
Phone
(248) 213-3300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL PEARL STREET INV MGMNT | 43-0538770 | — | INV ADVISOR | $12K | — |
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $2K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEORGE JOHNSON & COMPANY | 38-2029668 | — | AUDITOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPS | 04-2647786 | — | RECORDKPNG/ CONTRACT ADM | $49K | — |
Investments
31 direct securities· $47.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $7.0M | 14.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $6.5M | 13.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $6.5M | 13.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.5M | 9.1% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $4.2M | 8.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $4.2M | 8.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3.1M | 6.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.4M | 5.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.7M | 3.4% | |
| Principal Life Insurance Company Unallocated insurance contract - Principal Financial Fixed Account | — | — | — | $1.6M | 3.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.1M | 2.2% | |
| Vanguard Growth Index Fund | — | — | — | $749K | 1.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $492K | 1.0% | |
| Fidelity International Index | — | — | — | $477K | 1.0% | |
| Vanguard Midcap Growth Index Fund | — | — | — | $323K | 0.7% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $296K | 0.6% | |
| Vanguard Value Index Fund | — | — | — | $272K | 0.6% | |
| Fidelity Management Trust Company BrokerageLink Fund | — | — | — | $270K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $175K | 0.4% | |
| Vanguard Midcap Index Fund | — | — | — | $171K | 0.4% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $158K | 0.3% | |
| Vanguard Small Cap IndexFund | — | — | — | $148K | 0.3% | |
| Vanguard Small Value Index Fund | — | — | — | $137K | 0.3% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $119K | 0.2% | |
| Vanguard Inflation-Protected Fund | — | — | — | $93K | 0.2% | |
| Fidelity Management Trust Company Interest-bearing cash | — | — | — | $80K | 0.2% | |
| Vanguard Midcap Value Index Fund | — | — | — | $78K | 0.2% | |
| Fidelity Management Trust Company Fidelity Treasury-Only Money Market Fund | — | — | — | $65K | 0.1% | |
| Vanguard Real Estate Index Fund | — | — | — | $60K | 0.1% | |
| Vanguard International Bond Index Fund | — | — | — | $47K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $8K | <0.1% |