Plan Ledger DOL Form 5500 · updated monthly

Bellin Health Systems, Inc.401(k)

BELLIN HEALTH 401(K) RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Bellin Health Systems, Inc. reported $516,557 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,451 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 43rd-largest of 1,936 plans among Wisconsin employers on file, and the 212th of 11,911 in health care & social assistance. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$861,889,523
Participants with balances6,890
Active participants5,513
Employer contributions$24,539,070
Employee contributions$43,980,656
Employer contribution per active participant$4,451
Average account balance$125,093
Benefits paid to participants$65,842,401
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$861.9M · 6,890 accts · $24.5M emplr
2023$756.7M · 6,890 accts · $22.2M emplr
2022$579.5M · 6,455 accts · $20.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$516,557
Total administrative$516,557
The Bellin Health Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$4,451
Median for plans this size$4,294
2024$4,451 per active participant
2023$4,175 per active participant
2022$4,120 per active participant

Bellin Health Systems, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$516,557

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$516,557 · 0.06%
2023$492,089 · 0.07%
2022$564,134 · 0.11%
Similar plansHealth Care & Social Assistance · Wisconsin
Marshfield Clinic, Inc. WI$1.8B · 0.02%
Children's Wisconsin WI$1.0B · 0.07%
Aspirus, Inc. WI$893.4M · 0.13%
Thedacare Inc. WI$837.6M · 0.11%
Exact Sciences Corporation WI$748.8M · 0.03%
Prohealth Care, Inc. WI$635.2M · 0.08%
Prevea Clinic, Inc. WI$491.7M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391512904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.