2023 Form 5500 filing — Beth Israel Lahey Health Defined Benefit Plan I

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 20250410213524NAL0022330497001) for Beth Israel Lahey Health Defined Benefit Plan I, reported by Beth Israel Lahey Health, Inc. under EIN 83-2671600 and plan number 001. It reports 14,146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$688.1MReported net assets$688,148,780
Participants14.1K14,146
Provider compensation$1.3M8 Schedule C row(s)$1,291,936
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250410213524NAL0022330497001
Plan sponsor
Beth Israel Lahey Health, Inc.
EIN
83-2671600
Plan number
001
Location
Charlestown, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$688.1M total assets
Net assets$688.1MLiabilities$0
Money in vs. money out
Total income / additions$76.7M
Total expenses$59.8M
Benefits paid / distributions$50.2M
Contributions
Employer$11.4M
Participant$182.9K
Full reported line items
Total assets (EOY)
$688,148,780
Total liabilities (EOY)
$0
Net assets (EOY)
$688,148,780
Employer contributions
$11,433,000
Participant contributions
$182,950
Total income / additions
$76,674,038
Benefits paid
$50,177,044
Administrative expenses
$9,620,741
Total expenses
$59,836,962
Net increase / (decrease)
$16,837,076
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $723.1K
  2. 2
    NONE · Direct $211.8K
  3. 3
    NONE · Direct $156.2K · Indirect $0
  4. 4
    NONE · Direct $92.3K
  5. 5
    NONE · Direct $41K
  6. 6
    NONE · Direct $38.1K
  7. 7
    PLAN SPONSOR · Direct $15.2K
  8. 8
    NONE · Direct $14.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250410213524NAL0022330497001 cover?
It is the 2023 Form 5500 filing for Beth Israel Lahey Health Defined Benefit Plan I, reported by Beth Israel Lahey Health, Inc. (EIN 83-2671600).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages