Beth Israel Deaconess Hospital - Plymouth 403(B) Retirement Plan — Form 5500 plan (Beth Israel Deaconess Hospital - Plymouth, 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, Beth Israel Deaconess Hospital - Plymouth 403(B) Retirement Plan is a benefit plan reported by Beth Israel Deaconess Hospital - Plymouth, Inc. under EIN 22-2667354 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,367 participants and $198,294,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beth Israel Deaconess Hospital - Plymouth, Inc.
- EIN
- 22-2667354
- Plan number
- 002
- Plan type
- 2
- Location
- Plymouth, MA
- Latest filing year
- 2023
- Participants
- 2,367
- End-of-year plan assets
- $198,294,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,367 | H, C | 20241015114646NAL0047641072001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,294,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,294,609
- Net assets (BOY)
- $173,411,309
Income & contributions
- Employer contributions
- $3,803,480
- Participant contributions
- $9,439,473
- Total contributions
- $15,181,732
- Total income / additions
- $42,688,264
Expenses & distributions
- Benefits paid
- $17,501,937
- Administrative expenses
- $173,981
- Total expenses
- $17,804,964
- Net increase / (decrease)
- $24,883,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | CONSULTANT | $67,737 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $50,566 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $24,705 | not reported in the loaded dataset | 2023 |
| Nepc | INVESTMENT ADVISOR | $8,075 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$231,661 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beth Israel Deaconess Hospital - Plymouth, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Plymouth, MA
- Willis Towers Watson — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Bdo — Schedule C compensation
- Nepc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation