Assets by plan
Share of aggregate retirement assets
- HEALTH SYSTEM 403(B) (#002)$134.9M
Filings through .
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Beloit Health System, Inc.
EIN 39-1028081hospital & health careLatest filing 2025
Plans
6
Retirement
2
$199.6M assets
Health & Benefits
4
$1.7M premiums
Participants
7,230
1969 WEST HART ROAD - BELOIT, WI 535112230608-364-5171beloithealthsystem.orgLinkedIn1001-5000 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $199.6M assets / 3,732 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- FID INV INST OPS CO$199.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.7M premiums / 2,602 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Vision$174K
- Life$137K
- Other$137K
- Short-term disability$108K
- Long-term disability$108K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BELOIT HEALTH SYSTEM 403(B) PLAN
403(b)
Assets$134.9M
Participants1,891
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
BELOIT HEALTH SYSTEM MATCHING & EMPLOYER CONTRIBUTION PLAN
Profit-sharing
Assets$64.7M
Participants1,841
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BELOIT MEMORIAL HOSPITAL, INC. EMPLOYEE MEDICAL CARE PLAN
Self-funded - QBE INSURANCE
Premiums$1.3M
Covered lives775
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF BELOIT MEMORIAL HOSPITAL, INC.
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$246K
Covered lives1,123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
BELOIT HEALTH SYSTEM, INC. VISION PLAN
Fully insured - SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC.
Premiums$174K
Covered lives704
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
BELOIT HEALTH SYSTEM, INC. DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BELOIT HEALTH SYSTEM 403(B) PLAN | 403(b) | $134.9M | 1,891 | 2025 |
| #005 | BELOIT HEALTH SYSTEM MATCHING & EMPLOYER CONTRIBUTION PLAN | Profit-sharing | $64.7M | 1,841 | 2025 |
- #002 · 403(b) · 20251,891
- #005 · Profit-sharing · 20251,841
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BELOIT MEMORIAL HOSPITAL, INC. EMPLOYEE MEDICAL CARE PLAN | Self-funded | QBE INSURANCE | $1.3M | 775 | 2025 |
| #503 | GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF BELOIT MEMORIAL HOSPITAL, INC. | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $246K | 1,123 | 2025 |
| #505 | BELOIT HEALTH SYSTEM, INC. VISION PLAN | Fully insured | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. | $174K | 704 | 2025 |
| #504 | BELOIT HEALTH SYSTEM, INC. DENTAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · QBE INSURANCE · 2025775
- #503 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,123
- #505 · Fully insured · SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. · 2025704
- #504 · Self-funded · 20250
Retirement plans
Health & Benefits plans