401k Lookup

Beacon Health System 401(k) and retirement plans

Beacon Health System, Inc., South Bend, IN. EIN 45-3864076. Annual reports 2009–2024. Also filed as Memorial Health System, Inc.

Beacon Health System, Inc. has 2 active retirement plans on file. The largest is the Beacon Retirement Savings 403(b) Plan, with 10,766 participants and $695 million in assets in 2024. Transamerica has been its recordkeeper since 2009. No traditional pension plan appears in Beacon Health System's filings since 2009.

Active plans
2
Participants
12,682
Plan assets
$754 million
401(k) recordkeeper
Transamerica
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Beacon Retirement Savings 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 45-3864076
Participants (2024)
10,766
Net assets (2024)
$695 million
Recordkeeper
Transamerica2009–2024
Plan administrator
Beacon Health System, Inc.
615 N Michigan ST
South Bend, IN 46601
(574) 647-6508As filed for 2024
In effect since
April 1, 1999

Plans merged into this one: Elkhart General Healthcare Sys. 403(b) Plan (2012).

Earlier sponsor: Memorial Health System, Inc. (2009–2011).

Earlier plan names: Rewards for Savings 403(b) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202410,766$695 millionTransamerica
202310,675$603 millionTransamerica
20229,193$489 millionTransamerica
202111,200$579 millionTransamerica
202012,858$508 millionTransamerica
201911,965$442 millionTransamerica
201811,105$351 millionTransamerica
201710,350$333 millionTransamerica
20169,527$279 millionTransamerica
20159,070$247 millionTransamerica
20148,533$221 millionTransamerica
20137,967$188 millionTransamerica
20126,863$144 millionTransamerica
20114,697$79.1 millionTransamerica
20104,170$76.0 millionTransamerica
20094,073$62.1 millionTransamerica

Beacon Retirement Savings 401(A) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 45-3864076
Participants (2024)
1,916
Net assets (2024)
$58.8 million
Recordkeeper
Transamerica2009–2024
Plan administrator
Beacon Health System, Inc.
615 N Michigan ST
South Bend, IN 46601
(574) 647-6508As filed for 2024
In effect since
April 1, 1999

Plans merged into this one: Elkhart General Healthcare Sys 401A Raa (2012).

Earlier sponsor: Memorial Health System, Inc. (2009–2011).

Earlier plan names: Rewards for Savings Match Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,916$58.8 millionTransamerica
20232,049$54.3 millionTransamerica
20222,130$49.6 millionTransamerica
20212,861$66.4 millionTransamerica
20203,052$62.9 millionTransamerica
20193,279$59.1 millionTransamerica
20183,509$52.3 millionTransamerica
20173,811$60.8 millionTransamerica
20164,081$56.1 millionTransamerica
20154,389$56.7 millionTransamerica
20144,706$58.4 millionTransamerica
20135,010$58.4 millionTransamerica
20124,441$51.1 millionTransamerica
20114,239$31.8 millionTransamerica
20103,745$29.3 millionTransamerica
20093,742$21.7 millionTransamerica

If you had money in one of these plans

  1. Call Transamerica (transamerica.com), which runs the Beacon Retirement Savings 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((574) 647-6508). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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