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BEACON RETIREMENT SAVINGS 401(A) PLAN 401k Plan overview

Plan NameBEACON RETIREMENT SAVINGS 401(A) PLAN
Plan identification number 004

BEACON RETIREMENT SAVINGS 401(A) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEACON HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:BEACON HEALTH SYSTEM, INC.
Employer identification number (EIN):453864076
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON RETIREMENT SAVINGS 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01ANNETTE VOTA
0042016-01-01ANNETTE VOTA
0042015-01-01ANNETTE VOTA
0042014-01-01ANNETTE VOTA
0042013-01-01ANNETTE VOTA
0042012-01-01ANNETTE VOTA

Plan Statistics for BEACON RETIREMENT SAVINGS 401(A) PLAN

401k plan membership statisitcs for BEACON RETIREMENT SAVINGS 401(A) PLAN

Measure Date Value
2022: BEACON RETIREMENT SAVINGS 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,861
Total number of active participants reported on line 7a of the Form 55002022-01-011,637
Number of retired or separated participants receiving benefits2022-01-0145
Number of other retired or separated participants entitled to future benefits2022-01-01424
Total of all active and inactive participants2022-01-012,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-012,130
Number of participants with account balances2022-01-012,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEACON RETIREMENT SAVINGS 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,052
Total number of active participants reported on line 7a of the Form 55002021-01-011,810
Number of retired or separated participants receiving benefits2021-01-0145
Number of other retired or separated participants entitled to future benefits2021-01-01986
Total of all active and inactive participants2021-01-012,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-012,861
Number of participants with account balances2021-01-012,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BEACON RETIREMENT SAVINGS 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,279
Total number of active participants reported on line 7a of the Form 55002020-01-011,981
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-011,036
Total of all active and inactive participants2020-01-013,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-013,052
Number of participants with account balances2020-01-013,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BEACON RETIREMENT SAVINGS 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,509
Total number of active participants reported on line 7a of the Form 55002019-01-012,176
Number of retired or separated participants receiving benefits2019-01-0145
Number of other retired or separated participants entitled to future benefits2019-01-011,037
Total of all active and inactive participants2019-01-013,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0121
Total participants2019-01-013,279
Number of participants with account balances2019-01-013,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEACON RETIREMENT SAVINGS 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,811
Total number of active participants reported on line 7a of the Form 55002018-01-012,376
Number of retired or separated participants receiving benefits2018-01-0138
Number of other retired or separated participants entitled to future benefits2018-01-011,076
Total of all active and inactive participants2018-01-013,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-013,509
Number of participants with account balances2018-01-013,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEACON RETIREMENT SAVINGS 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,081
Total number of active participants reported on line 7a of the Form 55002017-01-012,625
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-011,137
Total of all active and inactive participants2017-01-013,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-013,811
Number of participants with account balances2017-01-013,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEACON RETIREMENT SAVINGS 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,389
Total number of active participants reported on line 7a of the Form 55002016-01-012,906
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-011,135
Total of all active and inactive participants2016-01-014,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-014,081
Number of participants with account balances2016-01-014,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEACON RETIREMENT SAVINGS 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,706
Total number of active participants reported on line 7a of the Form 55002015-01-013,229
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-011,129
Total of all active and inactive participants2015-01-014,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-014,389
Number of participants with account balances2015-01-014,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEACON RETIREMENT SAVINGS 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,010
Total number of active participants reported on line 7a of the Form 55002014-01-013,588
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-011,089
Total of all active and inactive participants2014-01-014,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-014,706
Number of participants with account balances2014-01-014,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: BEACON RETIREMENT SAVINGS 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,441
Total number of active participants reported on line 7a of the Form 55002013-01-013,903
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-011,088
Total of all active and inactive participants2013-01-015,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-015,010
Number of participants with account balances2013-01-015,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: BEACON RETIREMENT SAVINGS 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,242
Total number of active participants reported on line 7a of the Form 55002012-01-013,591
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01840
Total of all active and inactive participants2012-01-014,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-014,441
Number of participants with account balances2012-01-013,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126

Financial Data on BEACON RETIREMENT SAVINGS 401(A) PLAN

Measure Date Value
2022 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-11,949,932
Total of all expenses incurred2022-12-31$4,847,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,746,985
Value of total assets at end of year2022-12-31$49,564,894
Value of total assets at beginning of year2022-12-31$66,362,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,213
Total interest from all sources2022-12-31$126,482
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$783,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$783,104
Administrative expenses professional fees incurred2022-12-31$8,600
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$413,057
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$358,830
Other income not declared elsewhere2022-12-31$-70,230
Administrative expenses (other) incurred2022-12-31$90,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,797,130
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,564,894
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$66,362,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$835
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,298,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,728,985
Interest earned on other investments2022-12-31$126,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,852,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,274,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,789,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,746,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS
Accountancy firm EIN2022-12-31440160260
2021 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,563,662
Total of all expenses incurred2021-12-31$5,076,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,023,559
Value of total assets at end of year2021-12-31$66,362,024
Value of total assets at beginning of year2021-12-31$62,875,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,389
Total interest from all sources2021-12-31$130,742
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,487,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,487,995
Administrative expenses professional fees incurred2021-12-31$4,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$358,830
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$310,346
Other income not declared elsewhere2021-12-31$49,181
Administrative expenses (other) incurred2021-12-31$40,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,486,714
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,362,024
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,875,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,728,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,140,032
Interest earned on other investments2021-12-31$130,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,274,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,424,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,895,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,023,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS
Accountancy firm EIN2021-12-31440160260
2020 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,646,393
Total of all expenses incurred2020-12-31$4,854,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,816,396
Value of total assets at end of year2020-12-31$62,875,310
Value of total assets at beginning of year2020-12-31$59,083,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,104
Total interest from all sources2020-12-31$147,343
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$794,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$794,646
Administrative expenses professional fees incurred2020-12-31$8,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$310,346
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$295,773
Other income not declared elsewhere2020-12-31$30,987
Administrative expenses (other) incurred2020-12-31$29,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,791,893
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,875,310
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,083,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$645
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,140,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,379,342
Interest earned on other investments2020-12-31$147,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,424,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,408,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,673,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,816,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,050,982
Total of all expenses incurred2019-12-31$4,250,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,184,179
Value of total assets at end of year2019-12-31$59,083,417
Value of total assets at beginning of year2019-12-31$52,282,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,825
Total interest from all sources2019-12-31$163,179
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$977,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$977,536
Administrative expenses professional fees incurred2019-12-31$7,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$295,773
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$259,242
Other income not declared elsewhere2019-12-31$51,648
Administrative expenses (other) incurred2019-12-31$40,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,800,978
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,083,417
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,282,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,379,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,449,329
Interest earned on other investments2019-12-31$163,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,408,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,573,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,858,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,184,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-2,709,966
Total of all expenses incurred2018-12-31$5,777,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,698,430
Value of total assets at end of year2018-12-31$52,282,439
Value of total assets at beginning of year2018-12-31$60,769,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,611
Total interest from all sources2018-12-31$154,649
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$947,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$947,200
Administrative expenses professional fees incurred2018-12-31$7,350
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$259,242
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$317,969
Other income not declared elsewhere2018-12-31$-12,911
Administrative expenses (other) incurred2018-12-31$59,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,487,007
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,282,439
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,769,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$11,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,449,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,636,186
Interest earned on other investments2018-12-31$154,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,573,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,815,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,798,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,698,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,313,397
Total of all expenses incurred2017-12-31$4,671,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,500,768
Value of total assets at end of year2017-12-31$60,769,446
Value of total assets at beginning of year2017-12-31$56,128,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$171,231
Total interest from all sources2017-12-31$151,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$941,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$941,903
Administrative expenses professional fees incurred2017-12-31$7,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$317,969
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$237,423
Other income not declared elsewhere2017-12-31$25,337
Administrative expenses (other) incurred2017-12-31$155,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,641,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,769,446
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,128,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$53,636,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,744,535
Interest earned on other investments2017-12-31$151,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,815,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,146,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,194,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,500,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,548,507
Total of all expenses incurred2016-12-31$4,132,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,978,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$159,312
Value of total assets at end of year2016-12-31$56,128,048
Value of total assets at beginning of year2016-12-31$56,711,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$153,390
Total interest from all sources2016-12-31$140,516
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$642,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$642,348
Administrative expenses professional fees incurred2016-12-31$6,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$237,423
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$315,327
Other income not declared elsewhere2016-12-31$25,635
Administrative expenses (other) incurred2016-12-31$132,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-583,809
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,128,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,711,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$8,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,744,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,240,099
Interest earned on other investments2016-12-31$140,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,146,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,156,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,580,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$159,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,978,926
Contract administrator fees2016-12-31$5,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,168,461
Total of all expenses incurred2015-12-31$3,862,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,774,368
Value of total assets at end of year2015-12-31$56,711,857
Value of total assets at beginning of year2015-12-31$58,406,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,375
Total interest from all sources2015-12-31$138,323
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,212,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,212,062
Administrative expenses professional fees incurred2015-12-31$10,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$315,327
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$339,765
Other income not declared elsewhere2015-12-31$-2,747
Administrative expenses (other) incurred2015-12-31$68,648
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$51,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,694,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,711,857
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,406,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,240,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,531,396
Interest earned on other investments2015-12-31$138,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,156,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,483,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$820,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,774,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,136,590
Total of all expenses incurred2014-12-31$3,100,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,096,551
Value of total assets at end of year2014-12-31$58,406,139
Value of total assets at beginning of year2014-12-31$58,370,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,901
Total interest from all sources2014-12-31$151,889
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$990,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$990,804
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$339,765
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$366,654
Other income not declared elsewhere2014-12-31$168,997
Administrative expenses (other) incurred2014-12-31$3,901
Total non interest bearing cash at end of year2014-12-31$51,316
Total non interest bearing cash at beginning of year2014-12-31$29,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$36,138
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,406,139
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,370,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,531,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,481,662
Interest earned on other investments2014-12-31$151,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,483,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,492,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,824,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,096,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,794,829
Total of all expenses incurred2013-12-31$2,564,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,564,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$164,440
Value of total assets at end of year2013-12-31$58,370,001
Value of total assets at beginning of year2013-12-31$51,140,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$526
Total interest from all sources2013-12-31$2,994
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$667,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$667,155
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$366,654
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$229,604
Administrative expenses (other) incurred2013-12-31$526
Total non interest bearing cash at end of year2013-12-31$29,631
Total non interest bearing cash at beginning of year2013-12-31$15,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,229,866
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,370,001
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,140,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$50,481,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,537,319
Interest earned on other investments2013-12-31$2,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,492,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,357,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,960,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$164,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,564,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD LLP
Accountancy firm EIN2013-12-31440160260
2012 : BEACON RETIREMENT SAVINGS 401(A) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$11,279,958
Total income from all sources (including contributions)2012-12-31$9,609,042
Total of all expenses incurred2012-12-31$1,549,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,549,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,196,127
Value of total assets at end of year2012-12-31$51,140,135
Value of total assets at beginning of year2012-12-31$31,800,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150
Total interest from all sources2012-12-31$125,124
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$464,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$464,311
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$229,604
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,669
Administrative expenses (other) incurred2012-12-31$150
Total non interest bearing cash at end of year2012-12-31$15,447
Total non interest bearing cash at beginning of year2012-12-31$3,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,059,777
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,140,135
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,800,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,537,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,361,559
Interest earned on other investments2012-12-31$125,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,357,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,421,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,823,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,196,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,549,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260

Form 5500 Responses for BEACON RETIREMENT SAVINGS 401(A) PLAN

2022: BEACON RETIREMENT SAVINGS 401(A) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEACON RETIREMENT SAVINGS 401(A) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEACON RETIREMENT SAVINGS 401(A) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEACON RETIREMENT SAVINGS 401(A) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEACON RETIREMENT SAVINGS 401(A) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEACON RETIREMENT SAVINGS 401(A) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEACON RETIREMENT SAVINGS 401(A) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEACON RETIREMENT SAVINGS 401(A) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEACON RETIREMENT SAVINGS 401(A) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEACON RETIREMENT SAVINGS 401(A) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEACON RETIREMENT SAVINGS 401(A) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080289
Policy instance 3
Insurance contract or identification numberTT080289
Number of Individuals Covered2130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered2130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered2130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered2861
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered2861
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered3052
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered3052
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered3279
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered3279
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered3509
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered3509
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered3811
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered3811
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080289
Policy instance 3
Insurance contract or identification numberTT080289
Number of Individuals Covered4389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered4389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered4389
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered4706
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered4706
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080289
Policy instance 3
Insurance contract or identification numberTT080289
Number of Individuals Covered4706
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered5010
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080289
Policy instance 3
Insurance contract or identification numberTT080289
Number of Individuals Covered5010
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered5010
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT080289
Policy instance 2
Insurance contract or identification numberTT080289
Number of Individuals Covered3743
Insurance policy start date2012-12-18
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080289
Policy instance 1
Insurance contract or identification numberTT080289
Number of Individuals Covered3743
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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