Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BELOIT MEMORIAL HOSPITAL, INC.
EIN 39-1028081hospital & health careLatest filing 2025
Plans
6
Retirement
2
$174.2M assets
Welfare
4
$801K premiums
Participants
6,870
1969 W HART RD - BELOIT, WI 53511608-364-5011beloithealthsystem.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $174.2M assets / 3,635 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BELOIT HEALTH SYSTEM 403(B) PLAN
403b
Assets$118.3M
Participants1,830
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BELOIT HEALTH SYSTEM MATCHING & EMPLOYER CONTRIBUTION PLAN
ProfitSharing
Assets$56.0M
Participants1,805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF BELOIT MEMORIAL HOSPITAL, INC.
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$636K
Covered lives1,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BELOIT HEALTH SYSTEM, INC. VISION PLAN
Fully Insured - SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC.
Premiums$165K
Covered lives691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BELOIT MEMORIAL HOSPITAL, INC. FLEXIBLE SPENDING PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BELOIT HEALTH SYSTEM, INC. DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BELOIT HEALTH SYSTEM 403(B) PLAN | 403b | $118.3M | 1,830 | 2024 | |
| 005 | BELOIT HEALTH SYSTEM MATCHING & EMPLOYER CONTRIBUTION PLAN | ProfitSharing | $56.0M | 1,805 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF BELOIT MEMORIAL HOSPITAL, INC. | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $636K | 1,125 | 2024 | |
| 505 | BELOIT HEALTH SYSTEM, INC. VISION PLAN | Fully Insured | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. | $165K | 691 | 2024 | |
| 501 | BELOIT MEMORIAL HOSPITAL, INC. FLEXIBLE SPENDING PLAN | Unknown | - | $0 | 0 | 2025 | |
| 504 | BELOIT HEALTH SYSTEM, INC. DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans