Beth Israel Deaconess Hospital-Needham 403(B)Plan — Form 5500 plan (Beth Israel Deaconess Hospital Needham)
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 Hospital-Needham 403(B)Plan is a benefit plan reported by Beth Israel Deaconess Hospital Needham under EIN 04-3229679 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,254 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beth Israel Deaconess Hospital Needham
- EIN
- 04-3229679
- Plan number
- 002
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
- Participants
- 1,254
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,254 | H, C | 20241015123724NAL0029646801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $54,698,097
Income & contributions
- Employer contributions
- $1,555,569
- Participant contributions
- $3,992,907
- Total contributions
- $5,975,238
- Total income / additions
- $15,665,144
Expenses & distributions
- Benefits paid
- $5,071,452
- Administrative expenses
- $13,516
- Total expenses
- $5,135,377
- Net increase / (decrease)
- $10,529,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | CONSULTANT | $43,712 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT / AUDITOR | $24,731 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | INV ADVISOR | $12,566 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Instl Ops | RECORDKEEPER | -$67,483 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beth Israel Deaconess Hospital Needham
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Needham, MA
- Willis Towers Watson Us LLC — Schedule C compensation
- Bdo — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Fidelity Inv Instl Ops — Schedule C compensation