Baystate Health, Inc. Retirement Program — Form 5500 plan (Baystate Health, Inc.)
Plain-English plan 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, Baystate Health, Inc. Retirement Program is a benefit plan reported by Baystate Health, Inc. under EIN 04-2105941 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,773 participants and $790,848,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baystate Health, Inc.
- EIN
- 04-2105941
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 7,773
- End-of-year plan assets
- $790,848,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,773 | H, C | 20241002105736NAL0003963059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $790,848,651
- Total liabilities (EOY)
- $16,687,310
- Net assets (EOY)
- $774,161,341
- Net assets (BOY)
- $786,544,165
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $53,312,373
Expenses & distributions
- Benefits paid
- $63,037,091
- Administrative expenses
- $2,658,106
- Total expenses
- $65,695,197
- Net increase / (decrease)
- -$12,382,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $2,925,903 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | NONE | $1,055,506 | $0 | 2023 |
| Jeffries | NONE | $601,147 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $149,696 | not reported in the loaded dataset | 2023 |
| Verrill Dana | NONE | $57,906 | not reported in the loaded dataset | 2023 |
| Proskauer | NONE | $20,563 | not reported in the loaded dataset | 2023 |
| Kirkland & Ellis | NONE | $14,964 | not reported in the loaded dataset | 2023 |
| Paul Weiss | NONE | $11,984 | not reported in the loaded dataset | 2023 |
| Ropes And Gray | NONE | $6,753 | not reported in the loaded dataset | 2023 |
| Centana | NONE | $5,790 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baystate Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Willis Towers Watson — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Jeffries — Schedule C compensation
- Northern Trust — Schedule C compensation
- Verrill Dana — Schedule C compensation
- Proskauer — Schedule C compensation
- Kirkland & Ellis — Schedule C compensation
- Paul Weiss — Schedule C compensation
- Ropes And Gray — Schedule C compensation
- Centana — Schedule C compensation