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Original filing (PDF)20251014112024NAL0005597714001
BELOIT HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
BELOIT HEALTH SYSTEM 403(B) PLAN
403(b) retirement plan
Active participants
1,596
Accounts w/ balance
1,182
Plan assets (EOY)
$118.3M
Net assets (EOY)
$118.3M
How this plan invests
This plan
40 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 57% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELOIT HEALTH SYSTEM, INC..
Plan sponsor
Name
BELOIT HEALTH SYSTEM, INC.
EIN
39-1028081
Address
1969 WEST HART ROAD · BELOIT, WI · 535112230
Phone
(608) 364-5171
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI CPAS AND CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $166K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INV. ADVISORY | $20K | — |
Investments
40 pooled funds· $2.3M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EQ/EQUITY 500 INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570666 / PN 000 | Pooled Separate Account | — | — | $398K | 0.3% | |
| AXA MODERATE ALLOCATION AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570659 / PN 000 | Pooled Separate Account | — | — | $269K | 0.2% | |
| EQ/COM STOCK INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570665 / PN 000 | Pooled Separate Account | — | — | $209K | 0.2% | |
| AXA MID CAP VAL MANAGED VOL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570657 / PN 000 | Pooled Separate Account | — | — | $170K | 0.1% | |
| AXA LG CAP VAL MANAGED VOL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570655 / PN 000 | Pooled Separate Account | — | — | $152K | 0.1% | |
| AXA LG CAP GRW MANAGED VOL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570654 / PN 000 | Pooled Separate Account | — | — | $132K | 0.1% | |
| S&P 500 INDEX 5YR - 20% BUFFER AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $126K | 0.1% | |
| EQ/LARGE CAP GROWTH INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $126K | 0.1% | |
| EQ/GAMCO SMALL COMPANY VALUE AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $97K | <0.1% | |
| EQ/JP MORGAN GROWTH STOCK AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $92K | <0.1% | |
| AXA/AB SMALL CAP GROWTH AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570660 / PN 000 | Pooled Separate Account | — | — | $83K | <0.1% | |
| EQ/INTERNATIONAL EQUITY INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $71K | <0.1% | |
| AXA MODERATE-PLUS ALLOCATION AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570658 / PN 000 | Pooled Separate Account | — | — | $56K | <0.1% | |
| AXA GLB EQTY MANAGED VOL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570656 / PN 000 | Pooled Separate Account | — | — | $45K | <0.1% | |
| AXA AGGRESSIVE ALLOCATION AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $43K | <0.1% | |
| CHARTER MULTI-SECTOR BOND AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570662 / PN 000 | Pooled Separate Account | — | — | $32K | <0.1% | |
| AXA INT VAL MANAGED VOL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570652 / PN 000 | Pooled Separate Account | — | — | $28K | <0.1% | |
| EQ/BLACKROCK BASIC VALUE EQTY AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570663 / PN 000 | Pooled Separate Account | — | — | $24K | <0.1% | |
| MULTIMANAGER AGGRESSIVE EQUITY AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $22K | <0.1% | |
| AXA LG CAP CORE MANAGED VOL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570653 / PN 000 | Pooled Separate Account | — | — | $20K | <0.1% | |
| EQ/PRINCIPAL VC EQUITY INCOME AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| EQ/QUALITY BOND PLUS AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $18K | <0.1% | |
| EQ/CAPITAL GUARDIAN RESEARCH AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570664 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| EQ/MFS INTERNATIONAL GROWTH AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| EQ/MFS INTERNATIONAL VALUE AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| EQ/JP MORGAN VALUE OPPORTUNITIES AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| EQ/ PIMCO ULTRA SHORT BOND AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| AXA/HORIZON SMALL CAP VALUE AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570661 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| EQ/AMER CENTURY MID CAP VAL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| EQ/MFS MID CAP FOCUSED GROWTH AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| EQ/INTERMEDIATE GOVERNMENT BND AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| RUSSELL 2000 5YR - 20% BUFFER AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $357 | <0.1% | |
| FIDELITY VIP MID CAP AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $235 | <0.1% | |
| EQ/MFS TECHNOLOGY AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $165 | <0.1% | |
| EQ/OPPENHEIMER GLOBAL AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $120 | <0.1% | |
| EQ/MFS UTILITIES SERIES AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $84 | <0.1% | |
| S&P 500 INDEX 1YR - 10% BUFFER AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $68 | <0.1% | |
| EQ/INVESCO COMSTOCK AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $11 | <0.1% | |
| EQ/MID CAP INDEX AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $11 | <0.1% | |
| EQ/WELLINGTON ENERGY AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570667 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |