401k Plan data: BEACON RETIREMENT SAVINGS 403(B) PLAN plan

BEACON RETIREMENT SAVINGS 403(B) PLAN 401k Plan overview

Plan Name	BEACON RETIREMENT SAVINGS 403(B) PLAN
Plan identification number	003

BEACON RETIREMENT SAVINGS 403(B) PLAN Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 ANNETTE VOTA
003 2016-01-01 ANNETTE VOTA
003 2015-01-01 ANNETTE VOTA
003 2014-01-01 ANNETTE VOTA
003 2013-01-01 ANNETTE VOTA
003 2012-01-01 ANNETTE VOTA

Plan Statistics for BEACON RETIREMENT SAVINGS 403(B) PLAN

401k plan membership statisitcs for BEACON RETIREMENT SAVINGS 403(B) PLAN

Measure Date Value
2022: BEACON RETIREMENT SAVINGS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11,201
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7,172
Number of retired or separated participants receiving benefits 2022-01-01 60
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,904
Total of all active and inactive participants 2022-01-01 9,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 57
Total participants 2022-01-01 9,193
Number of participants with account balances 2022-01-01 9,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 120
2021: BEACON RETIREMENT SAVINGS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12,858
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7,113
Number of retired or separated participants receiving benefits 2021-01-01 59
Number of other retired or separated participants entitled to future benefits 2021-01-01 3,973
Total of all active and inactive participants 2021-01-01 11,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 55
Total participants 2021-01-01 11,200
Number of participants with account balances 2021-01-01 10,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 166
2020: BEACON RETIREMENT SAVINGS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11,965
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7,101
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 5,685
Total of all active and inactive participants 2020-01-01 12,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 53
Total participants 2020-01-01 12,858
Number of participants with account balances 2020-01-01 12,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 185
2019: BEACON RETIREMENT SAVINGS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11,106
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,893
Number of retired or separated participants receiving benefits 2019-01-01 60
Number of other retired or separated participants entitled to future benefits 2019-01-01 4,962
Total of all active and inactive participants 2019-01-01 11,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 50
Total participants 2019-01-01 11,965
Number of participants with account balances 2019-01-01 11,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 123
2018: BEACON RETIREMENT SAVINGS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10,502
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,715
Number of retired or separated participants receiving benefits 2018-01-01 48
Number of other retired or separated participants entitled to future benefits 2018-01-01 4,315
Total of all active and inactive participants 2018-01-01 11,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 27
Total participants 2018-01-01 11,105
Number of participants with account balances 2018-01-01 10,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 54
2017: BEACON RETIREMENT SAVINGS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9,539
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6,415
Number of retired or separated participants receiving benefits 2017-01-01 35
Number of other retired or separated participants entitled to future benefits 2017-01-01 3,874
Total of all active and inactive participants 2017-01-01 10,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 26
Total participants 2017-01-01 10,350
Number of participants with account balances 2017-01-01 10,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 55
2016: BEACON RETIREMENT SAVINGS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9,070
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6,316
Number of retired or separated participants receiving benefits 2016-01-01 28
Number of other retired or separated participants entitled to future benefits 2016-01-01 3,165
Total of all active and inactive participants 2016-01-01 9,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 18
Total participants 2016-01-01 9,527
Number of participants with account balances 2016-01-01 9,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 58
2015: BEACON RETIREMENT SAVINGS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8,533
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6,380
Number of retired or separated participants receiving benefits 2015-01-01 27
Number of other retired or separated participants entitled to future benefits 2015-01-01 2,648
Total of all active and inactive participants 2015-01-01 9,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 15
Total participants 2015-01-01 9,070
Number of participants with account balances 2015-01-01 8,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 64
2014: BEACON RETIREMENT SAVINGS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7,969
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6,294
Number of retired or separated participants receiving benefits 2014-01-01 28
Number of other retired or separated participants entitled to future benefits 2014-01-01 2,203
Total of all active and inactive participants 2014-01-01 8,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 8
Total participants 2014-01-01 8,533
Number of participants with account balances 2014-01-01 7,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 70
2013: BEACON RETIREMENT SAVINGS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6,866
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5,948
Number of retired or separated participants receiving benefits 2013-01-01 17
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,995
Total of all active and inactive participants 2013-01-01 7,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 7
Total participants 2013-01-01 7,967
Number of participants with account balances 2013-01-01 7,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 66
2012: BEACON RETIREMENT SAVINGS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4,697
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,898
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 2,948
Total of all active and inactive participants 2012-01-01 6,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 6,863
Number of participants with account balances 2012-01-01 6,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 62

Measure	Date	Value
2022: BEACON RETIREMENT SAVINGS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11,201
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7,172
Number of retired or separated participants receiving benefits	2022-01-01	60
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,904
Total of all active and inactive participants	2022-01-01	9,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	57
Total participants	2022-01-01	9,193
Number of participants with account balances	2022-01-01	9,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	120
2021: BEACON RETIREMENT SAVINGS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12,858
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,113
Number of retired or separated participants receiving benefits	2021-01-01	59
Number of other retired or separated participants entitled to future benefits	2021-01-01	3,973
Total of all active and inactive participants	2021-01-01	11,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	55
Total participants	2021-01-01	11,200
Number of participants with account balances	2021-01-01	10,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	166
2020: BEACON RETIREMENT SAVINGS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11,965
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7,101
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	5,685
Total of all active and inactive participants	2020-01-01	12,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	53
Total participants	2020-01-01	12,858
Number of participants with account balances	2020-01-01	12,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	185
2019: BEACON RETIREMENT SAVINGS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11,106
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,893
Number of retired or separated participants receiving benefits	2019-01-01	60
Number of other retired or separated participants entitled to future benefits	2019-01-01	4,962
Total of all active and inactive participants	2019-01-01	11,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	50
Total participants	2019-01-01	11,965
Number of participants with account balances	2019-01-01	11,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	123
2018: BEACON RETIREMENT SAVINGS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10,502
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,715
Number of retired or separated participants receiving benefits	2018-01-01	48
Number of other retired or separated participants entitled to future benefits	2018-01-01	4,315
Total of all active and inactive participants	2018-01-01	11,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	27
Total participants	2018-01-01	11,105
Number of participants with account balances	2018-01-01	10,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	54
2017: BEACON RETIREMENT SAVINGS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9,539
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6,415
Number of retired or separated participants receiving benefits	2017-01-01	35
Number of other retired or separated participants entitled to future benefits	2017-01-01	3,874
Total of all active and inactive participants	2017-01-01	10,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	26
Total participants	2017-01-01	10,350
Number of participants with account balances	2017-01-01	10,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	55
2016: BEACON RETIREMENT SAVINGS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9,070
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6,316
Number of retired or separated participants receiving benefits	2016-01-01	28
Number of other retired or separated participants entitled to future benefits	2016-01-01	3,165
Total of all active and inactive participants	2016-01-01	9,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	18
Total participants	2016-01-01	9,527
Number of participants with account balances	2016-01-01	9,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	58
2015: BEACON RETIREMENT SAVINGS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8,533
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6,380
Number of retired or separated participants receiving benefits	2015-01-01	27
Number of other retired or separated participants entitled to future benefits	2015-01-01	2,648
Total of all active and inactive participants	2015-01-01	9,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	15
Total participants	2015-01-01	9,070
Number of participants with account balances	2015-01-01	8,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	64
2014: BEACON RETIREMENT SAVINGS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7,969
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6,294
Number of retired or separated participants receiving benefits	2014-01-01	28
Number of other retired or separated participants entitled to future benefits	2014-01-01	2,203
Total of all active and inactive participants	2014-01-01	8,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	8
Total participants	2014-01-01	8,533
Number of participants with account balances	2014-01-01	7,873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	70
2013: BEACON RETIREMENT SAVINGS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6,866
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5,948
Number of retired or separated participants receiving benefits	2013-01-01	17
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,995
Total of all active and inactive participants	2013-01-01	7,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	7
Total participants	2013-01-01	7,967
Number of participants with account balances	2013-01-01	7,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	66
2012: BEACON RETIREMENT SAVINGS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4,697
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,898
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	2,948
Total of all active and inactive participants	2012-01-01	6,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	6,863
Number of participants with account balances	2012-01-01	6,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	62

Financial Data on BEACON RETIREMENT SAVINGS 403(B) PLAN

Measure	Date	Value
2022 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$6,016
Total income from all sources (including contributions)	2022-12-31	$-40,661,998
Total of all expenses incurred	2022-12-31	$49,849,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$49,143,065
Expenses. Certain deemed distributions of participant loans	2022-12-31	$50,150
Value of total corrective distributions	2022-12-31	$6,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$54,483,545
Value of total assets at end of year	2022-12-31	$488,852,141
Value of total assets at beginning of year	2022-12-31	$579,357,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$649,980
Total interest from all sources	2022-12-31	$1,409,673
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$8,482,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$8,482,772
Administrative expenses professional fees incurred	2022-12-31	$22,750
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$36,734,277
Participant contributions at end of year	2022-12-31	$5,160,042
Participant contributions at beginning of year	2022-12-31	$5,616,920
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$17,703
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$9,328,575
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$11,555,957
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,602,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$14,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$15,200
Other income not declared elsewhere	2022-12-31	$-1,688,107
Administrative expenses (other) incurred	2022-12-31	$571,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-90,511,194
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$488,852,141
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$579,357,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$55,589
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$418,769,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$505,363,179
Interest on participant loans	2022-12-31	$246,408
Interest earned on other investments	2022-12-31	$1,163,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$54,800,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$56,002,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-103,349,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$16,146,938
Employer contributions (assets) at end of year	2022-12-31	$778,790
Employer contributions (assets) at beginning of year	2022-12-31	$785,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$49,143,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$113,919,172
Total of all expenses incurred	2021-12-31	$43,057,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$42,392,646
Expenses. Certain deemed distributions of participant loans	2021-12-31	$71,057
Value of total corrective distributions	2021-12-31	$18,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$47,423,091
Value of total assets at end of year	2021-12-31	$579,357,319
Value of total assets at beginning of year	2021-12-31	$508,495,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$575,160
Total interest from all sources	2021-12-31	$1,415,329
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,957,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$11,957,315
Administrative expenses professional fees incurred	2021-12-31	$18,100
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$31,459,518
Participant contributions at end of year	2021-12-31	$5,616,920
Participant contributions at beginning of year	2021-12-31	$5,594,163
Participant contributions at end of year	2021-12-31	$17,703
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$11,555,957
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$9,451,503
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,543,955
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$15,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$23,332
Other income not declared elsewhere	2021-12-31	$1,331,647
Administrative expenses (other) incurred	2021-12-31	$489,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$70,862,011
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$579,357,319
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$508,495,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$67,977
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$505,363,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$432,767,109
Interest on participant loans	2021-12-31	$264,499
Interest earned on other investments	2021-12-31	$1,150,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$56,002,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$56,454,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$51,791,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$14,419,618
Employer contributions (assets) at end of year	2021-12-31	$785,694
Employer contributions (assets) at beginning of year	2021-12-31	$4,204,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$42,392,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$108,290,957
Total of all expenses incurred	2020-12-31	$42,152,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$41,732,681
Expenses. Certain deemed distributions of participant loans	2020-12-31	$50,940
Value of total corrective distributions	2020-12-31	$5,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$45,146,137
Value of total assets at end of year	2020-12-31	$508,495,308
Value of total assets at beginning of year	2020-12-31	$442,357,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$364,033
Total interest from all sources	2020-12-31	$1,490,019
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,448,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$6,448,303
Administrative expenses professional fees incurred	2020-12-31	$17,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$27,392,899
Participant contributions at end of year	2020-12-31	$5,594,163
Participant contributions at beginning of year	2020-12-31	$5,349,313
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$68
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$9,451,503
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$7,121,150
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,614,006
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$23,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$17,073
Other income not declared elsewhere	2020-12-31	$1,034,747
Administrative expenses (other) incurred	2020-12-31	$292,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$66,138,011
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$508,495,308
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$442,357,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$54,453
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$432,767,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$379,472,964
Interest on participant loans	2020-12-31	$285,463
Interest earned on other investments	2020-12-31	$1,204,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$56,454,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$49,829,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$54,171,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$13,139,232
Employer contributions (assets) at end of year	2020-12-31	$4,204,742
Employer contributions (assets) at beginning of year	2020-12-31	$567,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$41,732,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD, LLC
Accountancy firm EIN	2020-12-31	440160260
2019 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$4,027,365
Total income from all sources (including contributions)	2019-12-31	$116,499,088
Total of all expenses incurred	2019-12-31	$29,188,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$28,791,606
Expenses. Certain deemed distributions of participant loans	2019-12-31	$24,714
Value of total corrective distributions	2019-12-31	$4,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$41,749,339
Value of total assets at end of year	2019-12-31	$442,357,297
Value of total assets at beginning of year	2019-12-31	$351,019,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$367,373
Total interest from all sources	2019-12-31	$1,474,892
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,670,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,670,583
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$26,733,841
Participant contributions at end of year	2019-12-31	$5,349,313
Participant contributions at beginning of year	2019-12-31	$4,703,068
Participant contributions at end of year	2019-12-31	$68
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,121,150
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$5,913,558
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,324,024
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$17,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$12,891
Other income not declared elsewhere	2019-12-31	$1,065,357
Administrative expenses (other) incurred	2019-12-31	$281,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$87,310,901
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$442,357,297
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$351,019,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$85,694
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$379,472,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$294,887,556
Interest on participant loans	2019-12-31	$265,237
Interest earned on other investments	2019-12-31	$1,209,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$49,829,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$44,667,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$64,538,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$12,691,474
Employer contributions (assets) at end of year	2019-12-31	$567,009
Employer contributions (assets) at beginning of year	2019-12-31	$834,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$28,791,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$226,328
Total income from all sources (including contributions)	2018-12-31	$45,522,079
Total of all expenses incurred	2018-12-31	$28,019,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$27,377,904
Expenses. Certain deemed distributions of participant loans	2018-12-31	$74,392
Value of total corrective distributions	2018-12-31	$12,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$65,710,984
Value of total assets at end of year	2018-12-31	$351,019,031
Value of total assets at beginning of year	2018-12-31	$333,289,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$554,950
Total interest from all sources	2018-12-31	$1,151,612
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,833,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,833,224
Administrative expenses professional fees incurred	2018-12-31	$16,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$23,830,165
Participant contributions at end of year	2018-12-31	$4,703,068
Participant contributions at beginning of year	2018-12-31	$4,312,853
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$5,913,558
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$4,964,745
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,117,013
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$12,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$10,793
Other income not declared elsewhere	2018-12-31	$-300,212
Administrative expenses (other) incurred	2018-12-31	$503,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$17,502,786
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$351,019,031
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$333,289,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$35,306
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$294,887,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$285,802,275
Interest on participant loans	2018-12-31	$211,851
Interest earned on other investments	2018-12-31	$939,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$44,667,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$37,476,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-26,873,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$11,763,806
Employer contributions (assets) at end of year	2018-12-31	$834,733
Employer contributions (assets) at beginning of year	2018-12-31	$723,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$27,377,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$81,993,554
Total of all expenses incurred	2017-12-31	$27,756,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$26,874,956
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$35,845,288
Value of total assets at end of year	2017-12-31	$333,289,917
Value of total assets at beginning of year	2017-12-31	$279,052,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$876,979
Total interest from all sources	2017-12-31	$978,817
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,939,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,939,637
Administrative expenses professional fees incurred	2017-12-31	$16,100
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$22,378,158
Participant contributions at end of year	2017-12-31	$4,312,853
Participant contributions at beginning of year	2017-12-31	$3,904,854
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$4,964,745
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,652,942
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,703,959
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$10,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$6,717
Other income not declared elsewhere	2017-12-31	$567,186
Administrative expenses (other) incurred	2017-12-31	$822,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$54,237,464
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$333,289,917
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$279,052,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$38,319
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$285,802,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$234,350,809
Interest on participant loans	2017-12-31	$176,955
Interest earned on other investments	2017-12-31	$801,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$37,476,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$36,816,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$39,662,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$11,763,171
Employer contributions (assets) at end of year	2017-12-31	$723,139
Employer contributions (assets) at beginning of year	2017-12-31	$320,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$26,874,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$52,657,341
Total of all expenses incurred	2016-12-31	$20,616,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$19,917,143
Expenses. Certain deemed distributions of participant loans	2016-12-31	$15,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$35,286,773
Value of total assets at end of year	2016-12-31	$279,052,453
Value of total assets at beginning of year	2016-12-31	$247,011,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$683,701
Total interest from all sources	2016-12-31	$843,280
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,275,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,275,053
Administrative expenses professional fees incurred	2016-12-31	$14,300
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$21,533,043
Participant contributions at end of year	2016-12-31	$3,904,854
Participant contributions at beginning of year	2016-12-31	$3,998,634
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,652,942
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,269,833
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,715,694
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$6,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$5,914
Other income not declared elsewhere	2016-12-31	$253,470
Administrative expenses (other) incurred	2016-12-31	$625,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$32,040,624
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$279,052,453
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$247,011,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$43,566
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$234,350,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$207,960,852
Interest on participant loans	2016-12-31	$163,864
Interest earned on other investments	2016-12-31	$679,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$36,816,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$32,776,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$12,998,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$11,038,036
Employer contributions (assets) at end of year	2016-12-31	$320,492
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$19,917,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$22,368
Total income from all sources (including contributions)	2015-12-31	$43,577,737
Total of all expenses incurred	2015-12-31	$17,931,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$17,541,277
Expenses. Certain deemed distributions of participant loans	2015-12-31	$67,889
Value of total corrective distributions	2015-12-31	$813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$36,790,419
Value of total assets at end of year	2015-12-31	$247,011,829
Value of total assets at beginning of year	2015-12-31	$221,343,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$321,797
Total interest from all sources	2015-12-31	$673,303
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,186,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,186,813
Administrative expenses professional fees incurred	2015-12-31	$15,215
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$20,457,799
Participant contributions at end of year	2015-12-31	$3,998,634
Participant contributions at beginning of year	2015-12-31	$4,544,671
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,269,833
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,148,494
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$6,547,085
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$5,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$103,782
Other income not declared elsewhere	2015-12-31	$-55,988
Administrative expenses (other) incurred	2015-12-31	$269,960
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$180,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$25,645,961
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$247,011,829
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$221,343,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$36,622
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$207,960,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$183,662,160
Interest on participant loans	2015-12-31	$170,036
Interest earned on other investments	2015-12-31	$503,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$32,776,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$30,286,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$983,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$9,785,535
Employer contributions (assets) at beginning of year	2015-12-31	$416,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$17,541,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$45,023,172
Total of all expenses incurred	2014-12-31	$11,885,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$11,758,551
Expenses. Certain deemed distributions of participant loans	2014-12-31	$33,179
Value of total corrective distributions	2014-12-31	$2,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$35,398,324
Value of total assets at end of year	2014-12-31	$221,343,500
Value of total assets at beginning of year	2014-12-31	$188,205,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$90,969
Total interest from all sources	2014-12-31	$776,133
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,419,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,419,088
Administrative expenses professional fees incurred	2014-12-31	$11,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$18,016,287
Participant contributions at end of year	2014-12-31	$4,544,671
Participant contributions at beginning of year	2014-12-31	$4,338,599
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,148,494
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,061,339
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,191,870
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$103,782
Other income not declared elsewhere	2014-12-31	$73,840
Administrative expenses (other) incurred	2014-12-31	$52,488
Total non interest bearing cash at end of year	2014-12-31	$180,925
Total non interest bearing cash at beginning of year	2014-12-31	$95,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$33,137,595
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$221,343,500
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$188,205,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$26,981
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$183,662,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$154,896,373
Interest on participant loans	2014-12-31	$174,654
Interest earned on other investments	2014-12-31	$601,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$30,286,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$26,583,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,355,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,190,167
Employer contributions (assets) at end of year	2014-12-31	$416,571
Employer contributions (assets) at beginning of year	2014-12-31	$230,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$11,758,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$99,465
Total income from all sources (including contributions)	2013-12-31	$54,558,937
Total of all expenses incurred	2013-12-31	$10,448,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$10,408,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$26,666,719
Value of total assets at end of year	2013-12-31	$188,205,905
Value of total assets at beginning of year	2013-12-31	$143,995,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$40,025
Total interest from all sources	2013-12-31	$153,916
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,903,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,903,441
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$16,863,118
Participant contributions at end of year	2013-12-31	$4,338,599
Participant contributions at beginning of year	2013-12-31	$3,231,315
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,061,339
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,520,112
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,346,969
Administrative expenses (other) incurred	2013-12-31	$40,025
Total non interest bearing cash at end of year	2013-12-31	$95,354
Total non interest bearing cash at beginning of year	2013-12-31	$38,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$44,110,560
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$188,205,905
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$143,995,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$154,896,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$115,616,668
Interest on participant loans	2013-12-31	$153,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$26,583,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$23,589,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$25,834,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$8,456,632
Employer contributions (assets) at end of year	2013-12-31	$230,676
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$10,408,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : BEACON RETIREMENT SAVINGS 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$47,157,059
Total income from all sources (including contributions)	2012-12-31	$22,248,038
Total of all expenses incurred	2012-12-31	$4,507,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,484,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$11,530,902
Value of total assets at end of year	2012-12-31	$143,995,880
Value of total assets at beginning of year	2012-12-31	$79,098,250
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,239
Total interest from all sources	2012-12-31	$87,980
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,523,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,523,240
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$10,381,469
Participant contributions at end of year	2012-12-31	$3,231,315
Participant contributions at beginning of year	2012-12-31	$2,003,818
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,520,112
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$107,688
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,149,433
Administrative expenses (other) incurred	2012-12-31	$23,239
Total non interest bearing cash at end of year	2012-12-31	$38,399
Total non interest bearing cash at beginning of year	2012-12-31	$6,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$17,740,571
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$143,995,880
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$79,098,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$115,616,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$61,547,703
Interest on participant loans	2012-12-31	$87,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$23,589,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$15,432,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$9,105,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,484,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD
Accountancy firm EIN	2012-12-31	440160260

Form 5500 Responses for BEACON RETIREMENT SAVINGS 403(B) PLAN

2022: BEACON RETIREMENT SAVINGS 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BEACON RETIREMENT SAVINGS 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BEACON RETIREMENT SAVINGS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BEACON RETIREMENT SAVINGS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BEACON RETIREMENT SAVINGS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BEACON RETIREMENT SAVINGS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BEACON RETIREMENT SAVINGS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BEACON RETIREMENT SAVINGS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BEACON RETIREMENT SAVINGS 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BEACON RETIREMENT SAVINGS 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BEACON RETIREMENT SAVINGS 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	9030
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	9030
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	9030
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10907
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10907
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10907
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	12626
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	12626
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	12626
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-09-25
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	11903
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	11903
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	11903
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10843
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10843
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10843
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10058
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10058
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	10058
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	8561
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	8561
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	7873
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	7873
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	7349
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	7349
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	6863
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 number

TT069205

Policy instance

Insurance contract or identification number	TT069205
Number of Individuals Covered	6863
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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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Company Name:	BEACON HEALTH SYSTEM, INC.
Employer identification number (EIN):	453864076
NAIC Classification:	622000
NAIC Description:	Hospitals