Beth Israel Lahey Health Defined Benefit Plan I — Form 5500 plan (Beth Israel Lahey 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, Beth Israel Lahey Health Defined Benefit Plan I is a benefit plan reported by Beth Israel Lahey Health, Inc. under EIN 83-2671600 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,146 participants and $688,148,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beth Israel Lahey Health, Inc.
- EIN
- 83-2671600
- Plan number
- 001
- Plan type
- 2
- Location
- Charlestown, MA
- Latest filing year
- 2023
- Participants
- 14,146
- End-of-year plan assets
- $688,148,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,146 | H, C | 20250410213524NAL0022330497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $688,148,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $688,148,780
- Net assets (BOY)
- $671,311,704
Income & contributions
- Employer contributions
- $11,433,000
- Participant contributions
- $182,950
- Total contributions
- $11,615,950
- Total income / additions
- $76,674,038
Expenses & distributions
- Benefits paid
- $50,177,044
- Administrative expenses
- $9,620,741
- Total expenses
- $59,836,962
- Net increase / (decrease)
- $16,837,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson LLC | NONE | $723,148 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $211,794 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $156,174 | $0 | 2023 |
| Bdo Usa, P.C. | NONE | $92,304 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $41,020 | not reported in the loaded dataset | 2023 |
| The Loomis Sayles Trust Company | NONE | $38,118 | not reported in the loaded dataset | 2023 |
| Beth Israel Lahey Health, Inc. | PLAN SPONSOR | $15,203 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $14,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beth Israel Lahey Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Charlestown, MA
- Willis Towers Watson LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- The Loomis Sayles Trust Company — Schedule C compensation
- Beth Israel Lahey Health, Inc. — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation