2023 Form 5500 filing — Harvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920095558NAL0007257025001) for Harvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. Retirement Plan, reported by Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. Inc under EIN 22-2768204 and plan number 002. It reports 2,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920095558NAL0007257025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. Inc
- EIN
- 22-2768204
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 2,871
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,126,836,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,126,836,046
- Employer contributions
- $51,251,647
- Total income / additions
- $254,312,209
- Benefits paid
- $61,763,400
- Administrative expenses
- $303,145
- Total expenses
- $62,066,545
- Net increase / (decrease)
- $192,245,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $170,918 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $101,008 | not reported in the loaded dataset |
| Sage View Advisory Group, LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |