2023 Form 5500 filing — Baystate Health, Inc Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002123210NAL0004007427001) for Baystate Health, Inc Retirement Plan, reported by Baystate Health, Inc under EIN 04-2105941 and plan number 003. It reports 16,556 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002123210NAL0004007427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baystate Health, Inc
- EIN
- 04-2105941
- Plan number
- 003
- Location
- Springfield, MA
- Participants
- 16,556
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,190,603,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,190,603,988
- Employer contributions
- $48,418,810
- Participant contributions
- $72,519,635
- Total income / additions
- $292,979,812
- Benefits paid
- $87,212,905
- Administrative expenses
- $881,047
- Total expenses
- $89,181,330
- Net increase / (decrease)
- $203,798,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $608,494 | $0 |
| Towers Watson Investment Services, | INVESTMENT ADVISOR | $93,395 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | CONSULTANT | $89,881 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $45,476 | not reported in the loaded dataset |
| Verrill | ATTORNEY/LEGAL | $35,915 | not reported in the loaded dataset |
| Admin Partners LLC | OTHER SERVICES | $7,352 | not reported in the loaded dataset |