2023 Form 5500 filing — Baystate Health, Inc. Retirement Program
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 20241002105736NAL0003963059001) for Baystate Health, Inc. Retirement Program, reported by Baystate Health, Inc. under EIN 04-2105941 and plan number 001. It reports 7,773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105736NAL0003963059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baystate Health, Inc.
- EIN
- 04-2105941
- Plan number
- 001
- Location
- Springfield, MA
- Participants
- 7,773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $790,848,651
- Total liabilities (EOY)
- $16,687,310
- Net assets (EOY)
- $774,161,341
- Employer contributions
- $1,000,000
- Total income / additions
- $53,312,373
- Benefits paid
- $63,037,091
- Administrative expenses
- $2,658,106
- Total expenses
- $65,695,197
- Net increase / (decrease)
- -$12,382,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $2,925,903 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | NONE | $1,055,506 | $0 |
| Jeffries | NONE | $601,147 | not reported in the loaded dataset |
| Northern Trust | NONE | $149,696 | not reported in the loaded dataset |
| Verrill Dana | NONE | $57,906 | not reported in the loaded dataset |
| Proskauer | NONE | $20,563 | not reported in the loaded dataset |
| Kirkland & Ellis | NONE | $14,964 | not reported in the loaded dataset |
| Paul Weiss | NONE | $11,984 | not reported in the loaded dataset |
| Ropes And Gray | NONE | $6,753 | not reported in the loaded dataset |
| Centana | NONE | $5,790 | not reported in the loaded dataset |