2023 Form 5500 filing — Beth Israel Lahey Health Defined Benefit Plan Ii
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 20250410213730NAL0036695104001) for Beth Israel Lahey Health Defined Benefit Plan Ii, reported by Beth Israel Lahey Health, Inc. under EIN 83-2671600 and plan number 002. It reports 5,973 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)$546.3MReported net assets$546,347,192
Participants6K5,973
Provider compensation$680.5K8 Schedule C row(s)$680,451
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250410213730NAL0036695104001
- Plan sponsor
- Beth Israel Lahey Health, Inc.
- EIN
- 83-2671600
- Plan number
- 002
- Location
- Charlestown, MA
- Received date
- not reported in the loaded dataset
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)$546.3M total assets
Net assets$546.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $546,347,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $546,347,192
- Employer contributions
- $41,367,892
- Total income / additions
- $94,171,813
- Benefits paid
- $52,398,958
- Administrative expenses
- $5,148,265
- Total expenses
- $57,547,223
- Net increase / (decrease)
- $36,624,590
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson LLC | NONE | $250,132 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $134,517 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | TRUSTEE | $97,051 | $0 |
| Bdo Usa, P.C. | NONE | $59,387 | not reported in the loaded dataset |
| Beth Israel Lahey Health | PLAN SPONSOR | $51,827 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $43,131 | $0 |
| Nepc, LLC | NONE | $30,230 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $14,176 | not reported in the loaded dataset |