# Beacon Health System, INC. 403(b) Plan
Source: https://planprovider.pro/companies/beacon-health-system-inc-403b-plan

> Beacon Health System, INC.'s 403(b) plan: 7,860 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beacon Health System, INC.

- **Sponsor EIN:** 453864076

- **Sponsor Address:** 615 N MICHIGAN ST, SOUTH BEND, IN, 46601

- **Plan Type:** 403(b)

- **Total Participants:** 7,860

- **Total Assets:** $694.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,860|$694.9M|$18.5M|$40.3M|

| 2023|7,707|$602.8M|$17.1M|$39.3M|

| 2022|7,172|$488.9M|$16.1M|$36.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$854,137|—|$854,137|

| FORVIS, LLP|AUDITOR|$24,748|—|$24,748|

| TAFT STETTINIUS & HOLLISTER LAW LLP|LEGAL|$9,101|—|$9,101|

| CORIENT PRIVATE WEALTH LLC|SECURITIES BROKER|$6,028|—|$6,028|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FORVIS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — AUDITOR

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — SECURITIES BROKER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $894,014

- **Estimated Expense Ratio:** 0.129% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$899,898|$11,912|—|$24,748|—|

| 2023|$884,695|$59,113|—|$45,470|—|

| 2022|$649,980|$55,589|—|—|$22,750|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beacon-health-system-inc-403b-plan)

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