Baystate Health, Inc Retirement Plan — Form 5500 plan (Baystate Health, Inc)
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, Baystate Health, Inc Retirement Plan is a benefit plan reported by Baystate Health, Inc under EIN 04-2105941 and plan number 003. The latest loaded filing year is 2023. The filing reports 16,556 participants and $1,190,603,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baystate Health, Inc
- EIN
- 04-2105941
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 16,556
- End-of-year plan assets
- $1,190,603,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,556 | H, C | 20241002123210NAL0004007427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,190,603,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,190,603,988
- Net assets (BOY)
- $986,805,506
Income & contributions
- Employer contributions
- $48,418,810
- Participant contributions
- $72,519,635
- Total contributions
- $126,705,851
- Total income / additions
- $292,979,812
Expenses & distributions
- Benefits paid
- $87,212,905
- Administrative expenses
- $881,047
- Total expenses
- $89,181,330
- Net increase / (decrease)
- $203,798,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $608,494 | $0 | 2023 |
| Towers Watson Investment Services, | INVESTMENT ADVISOR | $93,395 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | CONSULTANT | $89,881 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $45,476 | not reported in the loaded dataset | 2023 |
| Verrill | ATTORNEY/LEGAL | $35,915 | not reported in the loaded dataset | 2023 |
| Admin Partners LLC | OTHER SERVICES | $7,352 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baystate Health, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Fidelity Investments Institutional — Schedule C compensation
- Towers Watson Investment Services, — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Verrill — Schedule C compensation
- Admin Partners LLC — Schedule C compensation