Annette VOTA signed Beacon Health System, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Health System, Inc.'s EIN is 45-3864076.
Download the official 2024 Form 5500 (PDF) for Beacon Health System, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Health System, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $854K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | SECURITIES BROKER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 377,524 Shares | Common Collective Trusts | — | $378K | $77.1M | 11.1% | |
| AB Lg Cap Gr Z | Other securities | — | — | $63.1M | 9.1% | |
| Investment Contract With Insurance Company Standard Stable Asset Fund I 1,527,288 Units | Common Stocks | — | $1.5M | $50.5M | 7.3% | |
| BlackRock LifePath Dynamic 2040 K 2,637,132 Shares | Other securities | — | $2.6M | $45.5M | 6.5% | |
| Fidelity Total Bond K6 4,368,614 Shares | Mutual Funds | — | $4.4M | $38.0M | 5.5% | |
| BlackRock LifePath Dynamic 2035 K 2,320,686 Shares | Other securities | — | $2.3M | $36.8M | 5.3% | |
| Putnam Large Cap Value R6 1,049,745 Shares | Mutual Funds | — | $1.0M | $36.2M | 5.2% | |
| BlackRock LifePath Dynamic 2030 K 2,615,465 Shares | Other securities | — | $2.6M | $34.9M | 5.0% | |
| BlackRock LifePath Dynamic 2055 K 1,724,748 Shares | Other securities | — | $1.7M | $33.6M | 4.8% | |
| BlackRock LifePath Dynamic 2045 K 1,808,076 Shares | Other securities | — | $1.8M | $32.4M | 4.7% | |
| BlackRock LifePath Dynamic Retirement K 3,361,698 Shares | Other securities | — | $3.4M | $30.9M | 4.5% | |
| Hartford Schroders International Stk SDR 1,609,942 Shares | Other securities | — | $1.6M | $28.4M | 4.1% | |
| PIMCO Income Fund Institutional Class 1,808,488 Shares | Mutual Funds | — | $1.8M | $19.0M | 2.7% | |
| American Funds Balanced A 546,356 Shares | Mutual Funds | — | $546K | $18.8M | 2.7% | |
| BlackRock LifePath Dynamic 2060 K 1,278,286 Shares | Other securities | — | $1.3M | $18.6M | 2.7% | |
| Janus Henderson Fund 121,445 Shares | Mutual Funds | — | $121K | $17.5M | 2.5% | |
| JHancock Disciplined Value Mid Cap R6 593,605 Shares | Other securities | — | $594K | $16.0M | 2.3% | |
| Columbia Small Cap Value II Inst3 853,183 Shares | Other securities | — | $853K | $13.0M | 1.9% | |
| Fidelity Total International 835,940 Shares | Mutual Funds | — | $836K | $11.2M | 1.6% | |
| Fidelity Mid Cap Index 232,715 Shares | Mutual Funds | — | $233K | $7.9M | 1.1% | |
| Maturities at various dates through October 2039, interest rates ranging * Participant Loans** from 4.25% to 9.50% | Bonds / Notes | — | — | $6.7M | 1.0% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $5.9M | 0.8% | |
| American Century Small Cap Growth R6 238,112 Shares | Other securities | — | $238K | $5.5M | 0.8% | |
| Fidelity Small Cap Index 191,746 Shares | Mutual Funds | — | $192K | $5.3M | 0.8% | |
| BlackRock LifePath Dynamic 2065 K 297,926 Shares | Other securities | — | $298K | $3.9M | 0.6% | |
| Transamerica Financial Life Ins. Co. General Account 231,191 Units | Common Stocks | — | $231K | $231K | <0.1% | |
| SecurePath for Life Retirement Income 3,462 Shares | Other securities | — | $3K | $55K | <0.1% | |
| SecurePath for Life 2030 574 Shares | Other securities | — | — | $12K | <0.1% | |
| SecurePath for Life 2025 365 Shares | Other securities | — | — | $8K | <0.1% | |
| Transamerica Life Ins Co SecurePath for Life 2020 | Common Stocks | — | — | $6K | <0.1% | |
| SecurePath for Life 2035 349 Shares | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | AUDITOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAFT STETTINIUS & HOLLISTER LAW LLP | 31-0541755 | — | LEGAL | $9K | — |
