2023 Form 5500 filing — Beth Israel Deaconess Hospital - Plymouth 403(B) 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 20241015114646NAL0047641072001) for Beth Israel Deaconess Hospital - Plymouth 403(B) Retirement Plan, reported by Beth Israel Deaconess Hospital - Plymouth, Inc. under EIN 22-2667354 and plan number 002. It reports 2,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114646NAL0047641072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beth Israel Deaconess Hospital - Plymouth, Inc.
- EIN
- 22-2667354
- Plan number
- 002
- Location
- Plymouth, MA
- Participants
- 2,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,294,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,294,609
- Employer contributions
- $3,803,480
- Participant contributions
- $9,439,473
- Total income / additions
- $42,688,264
- Benefits paid
- $17,501,937
- Administrative expenses
- $173,981
- Total expenses
- $17,804,964
- Net increase / (decrease)
- $24,883,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | CONSULTANT | $67,737 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $50,566 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $24,705 | not reported in the loaded dataset |
| Nepc | INVESTMENT ADVISOR | $8,075 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$231,661 | $0 |