Boston Medical Center Pension Plan — Form 5500 plan (Boston 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, Boston Medical Center Pension Plan is a benefit plan reported by Boston Medical Center under EIN 04-3314093 and plan number 001. The latest loaded filing year is 2023. The filing reports 738 participants and $158,861,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Medical Center
EIN
04-3314093
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
738
End-of-year plan assets
$158,861,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023738H, C20250421135655NAL0001975027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$158,861,236
Total liabilities (EOY)
$30,083
Net assets (EOY)
$158,831,153
Net assets (BOY)
$161,884,240

Income & contributions

Total contributions
$0
Total income / additions
$6,893,462

Expenses & distributions

Benefits paid
$9,568,626
Administrative expenses
$377,923
Total expenses
$9,946,549
Net increase / (decrease)
-$3,053,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$67,200not reported in the loaded dataset2023
Nepc LLCNONE$55,122not reported in the loaded dataset2023
Loomis SaylesNONE$33,165not reported in the loaded dataset2023
Loomis Sayles Trust Company, LLCNONE$32,567not reported in the loaded dataset2023
Daniel Dennis & Company LlpNONE$29,623not reported in the loaded dataset2023
RhumblineNONE$26,748not reported in the loaded dataset2023
Usi Consulting Group, Inc.NONE$25,500not reported in the loaded dataset2023
State Street Research & ManagementNONE$16,489not reported in the loaded dataset2023
Hardman Johnston Global AdvisorsNONE$12,868not reported in the loaded dataset2023
The Northern Trust CompanyNONE$12,255not reported in the loaded dataset2023

Related Form 5500 pages