Thomas J. McCawley signed Beloit Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beloit Health System, Inc.'s EIN is 39-1028081.
Download the official 2024 Form 5500 (PDF) for Beloit Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beloit Health System, Inc.'s plan includes profit-sharing, 403(b) custodial accounts, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $166K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | INV. ADVISORY | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $102.2M | 86.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $11.7M | 9.9% | |
| [Assets held in pooled separate account] | Other | — | — | $2.3M | 2.0% | |
| [Assets held in participant loans] | Other | — | — | $564K | 0.5% | |
| 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% |
