Harvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. 401(K) Savings And Investment Plan — Form 5500 plan (Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. 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, Harvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. 401(K) Savings And Investment Plan is a benefit plan reported by Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. Inc under EIN 22-2768204 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,975 participants and $722,182,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. Inc
- EIN
- 22-2768204
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,975
- End-of-year plan assets
- $722,182,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,975 | H, C | 20240920095731NAL0007258369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $722,182,130
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $722,182,124
- Net assets (BOY)
- $599,511,677
Income & contributions
- Participant contributions
- $32,777,408
- Total contributions
- $42,877,833
- Total income / additions
- $167,749,252
Expenses & distributions
- Benefits paid
- $44,752,298
- Administrative expenses
- $314,829
- Total expenses
- $45,078,805
- Net increase / (decrease)
- $122,670,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Ops Co | RECORDKEEPER | $213,951 | $0 | 2023 |
| Strategic Advisors, Inc. | INV ADVISORY | $84,191 | not reported in the loaded dataset | 2023 |
| Sage View Advisory Group, LLC | INV ADVISORY | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harvard Med. Faculty Physicians At Beth Israel Deaconess Med. Ctr. Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sage View Advisory Group, LLC — Schedule C compensation