2023 Form 5500 filing — Beth Israel Deaconess Medical Center Voluntary 403(B) 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 20241015123614NAL0056165970001) for Beth Israel Deaconess Medical Center Voluntary 403(B) Plan, reported by Beth Israel Deaconess Medical Center under EIN 04-2103881 and plan number 005. It reports 15,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123614NAL0056165970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beth Israel Deaconess Medical Center
- EIN
- 04-2103881
- Plan number
- 005
- Location
- Boston, MA
- Participants
- 15,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,396,382,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,396,382,678
- Employer contributions
- $3,419
- Participant contributions
- $17,609,560
- Total income / additions
- $68,078,292
- Benefits paid
- $29,521,338
- Administrative expenses
- $222,443
- Total expenses
- $29,744,782
- Net increase / (decrease)
- $38,333,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | CONSULTANT | $98,980 | not reported in the loaded dataset |
| Strategic Advisers, Inc | INV ADVISOR | $68,230 | not reported in the loaded dataset |
| Fid Inv Instl Ops Co | RECORDKEEPER | $18,035 | $0 |
| Nepc | ADMIN | $15,725 | not reported in the loaded dataset |
| Bdo | AUDITOR | $14,500 | not reported in the loaded dataset |