Harvard Medical Faculty Physicians At Beth Israel Deaconess Medical Center, Inc. Retirement 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. Retirement 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 002. The latest loaded filing year is 2023. The filing reports 2,871 participants and $1,126,836,046 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
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,871
- End-of-year plan assets
- $1,126,836,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,871 | H, C | 20240920095558NAL0007257025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,126,836,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,126,836,046
- Net assets (BOY)
- $934,590,382
Income & contributions
- Employer contributions
- $51,251,647
- Total contributions
- $53,335,371
- Total income / additions
- $254,312,209
Expenses & distributions
- Benefits paid
- $61,763,400
- Administrative expenses
- $303,145
- Total expenses
- $62,066,545
- Net increase / (decrease)
- $192,245,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $170,918 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $101,008 | not reported in the loaded dataset | 2023 |
| Sage View Advisory Group, LLC | INVESTMENT ADVISOR | $30,000 | 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 Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sage View Advisory Group, LLC — Schedule C compensation