2023 Form 5500 filing — Boston Medical Center Pension 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 20250421135655NAL0001975027001) for Boston Medical Center Pension Plan, reported by Boston Medical Center under EIN 04-3314093 and plan number 001. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250421135655NAL0001975027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boston Medical Center
- EIN
- 04-3314093
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,861,236
- Total liabilities (EOY)
- $30,083
- Net assets (EOY)
- $158,831,153
- Total income / additions
- $6,893,462
- Benefits paid
- $9,568,626
- Administrative expenses
- $377,923
- Total expenses
- $9,946,549
- Net increase / (decrease)
- -$3,053,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $67,200 | not reported in the loaded dataset |
| Nepc LLC | NONE | $55,122 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $33,165 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $32,567 | not reported in the loaded dataset |
| Daniel Dennis & Company Llp | NONE | $29,623 | not reported in the loaded dataset |
| Rhumbline | NONE | $26,748 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | NONE | $25,500 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $16,489 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $12,868 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $12,255 | not reported in the loaded dataset |