2023 Form 5500 filing — Beth Israel Lahey Health Defined Benefit Plan I
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 20250410213524NAL0022330497001) for Beth Israel Lahey Health Defined Benefit Plan I, reported by Beth Israel Lahey Health, Inc. under EIN 83-2671600 and plan number 001. It reports 14,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410213524NAL0022330497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beth Israel Lahey Health, Inc.
- EIN
- 83-2671600
- Plan number
- 001
- Location
- Charlestown, MA
- Participants
- 14,146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $688,148,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $688,148,780
- Employer contributions
- $11,433,000
- Participant contributions
- $182,950
- Total income / additions
- $76,674,038
- Benefits paid
- $50,177,044
- Administrative expenses
- $9,620,741
- Total expenses
- $59,836,962
- Net increase / (decrease)
- $16,837,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson LLC | NONE | $723,148 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $211,794 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $156,174 | $0 |
| Bdo Usa, P.C. | NONE | $92,304 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $41,020 | not reported in the loaded dataset |
| The Loomis Sayles Trust Company | NONE | $38,118 | not reported in the loaded dataset |
| Beth Israel Lahey Health, Inc. | PLAN SPONSOR | $15,203 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $14,175 | not reported in the loaded dataset |