Beth Israel Deaconess Medical Center Voluntary 403(B) Plan — Form 5500 plan (Beth Israel Deaconess Medical Center)
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 Deaconess Medical Center Voluntary 403(B) Plan is a benefit plan reported by Beth Israel Deaconess Medical Center under EIN 04-2103881 and plan number 005. The latest loaded filing year is 2023. The filing reports 15,302 participants and $2,396,382,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beth Israel Deaconess Medical Center
- EIN
- 04-2103881
- Plan number
- 005
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 15,302
- End-of-year plan assets
- $2,396,382,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,302 | H, C | 20241015123614NAL0056165970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,396,382,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,396,382,678
- Net assets (BOY)
- $314,096,955
Income & contributions
- Employer contributions
- $3,419
- Participant contributions
- $17,609,560
- Total contributions
- $18,748,666
- Total income / additions
- $68,078,292
Expenses & distributions
- Benefits paid
- $29,521,338
- Administrative expenses
- $222,443
- Total expenses
- $29,744,782
- Net increase / (decrease)
- $38,333,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | CONSULTANT | $98,980 | not reported in the loaded dataset | 2023 |
| Strategic Advisers, Inc | INV ADVISOR | $68,230 | not reported in the loaded dataset | 2023 |
| Fid Inv Instl Ops Co | RECORDKEEPER | $18,035 | $0 | 2023 |
| Nepc | ADMIN | $15,725 | not reported in the loaded dataset | 2023 |
| Bdo | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beth Israel Deaconess Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Willis Towers Watson Us LLC — Schedule C compensation
- Strategic Advisers, Inc — Schedule C compensation
- Fid Inv Instl Ops Co — Schedule C compensation
- Nepc — Schedule C compensation
- Bdo — Schedule C compensation