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 401(k) feature, a self-directed brokerage window, 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 | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $150 | — |
| MID ATLANTIC CAPITAL CORPORATION |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AB Large Cap Growth Z 105,118 Shares | Mutual Funds | — | — | $11.5M | 19.5% | |
| Fidelity 500 Index 33,937 Shares | Common Collective Trusts | — | — | $6.9M | 11.8% | |
| Putnam Large Cap Value R6 141,429 Shares | Mutual Funds | — | — | $4.9M | 8.3% | |
| Total Insurance Company/General Account | Common Stocks | — | — | $4.7M | 8.0% | |
| Standard Stable Asset Fund I 138,529 Units | Other securities | — | — | $4.7M | 8.0% | |
| Fidelity Total Bd K6 | Mutual Funds | — | — | $3.4M | 5.9% | |
| BlackRock LifePath Dynamc 2030 K 221,690 Shares | Other securities | — | — | $3.0M | 5.0% | |
| Hartford Schroders International Stk SDR 165,503 Shares | Other securities | — | — | $2.9M | 5.0% | |
| BlackRock LifePath Dynamc 2040 K 159,288 Shares | Other securities | — | — | $2.7M | 4.7% | |
| BlackRock LifePath Dynamic Retirement K 258,656 Shares | Other securities | — | — | $2.4M | 4.0% | |
| Janus Henderson Enterprise N. 15,457 Shares | Mutual Funds | — | — | $2.2M | 3.8% | |
| JHancock Disciplined Value Mid Cap R6 80,110 Shares | Other securities | — | — | $2.2M | 3.7% | |
| BlackRock LifePath Dynamc 2035 K 130,200 Shares | Other securities | — | — | $2.1M | 3.5% | |
| American Funds American Balanced R6 55,409 Shares | Mutual Funds | — | — | $1.9M | 3.2% | |
| PIMCO Income Instl 174,832 Shares | Mutual Funds | — | — | $1.8M | 3.1% | |
| BlackRock LifePath Dynamc 2045 K 90,703 Shares | Other securities | — | — | $1.6M | 2.8% | |
| BlackRock LifePath Dynamc 2050 K 35,693 Shares | Other securities | — | — | $809K | 1.4% | |
| Fidelity Total International Index 42,040 Shares | Mutual Funds | — | — | $565K | 1.0% | |
| American Century Small Cap Growth R6 15,224 Shares | Other securities | — | — | $351K | 0.6% | |
| Self-Directed Brokerage Accounts 348,443 Various | Self-Directed Brokerage | — | — | $348K | 0.6% | |
| Fidelity Mid Cap Index 6,070 Shares | Mutual Funds | — | — | $205K | 0.3% | |
| Fidelity Small Cap Index 7,169 Shares | Mutual Funds | — | — | $198K | 0.3% | |
| BlackRock LifePath Dynamc 2055 K 5,524 Shares | Other securities | — | — | $108K | 0.2% | |
| Investment Contract With Insurance Company * Transamerica Financial Life Ins. Co. General Account 30,920 Units | Common Stocks | — | — | $31K | <0.1% | |
| SecurePath for Life 2020 1,250 Shares | Other securities | — | — | $26K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 25-1409618 |
| — |
| SECURITIES BROKER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | AUDITOR | $10K | — |
