Beth Israel Lahey Health Defined Benefit Plan Ii — Form 5500 plan (Beth Israel Lahey 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, Beth Israel Lahey Health Defined Benefit Plan Ii is a benefit plan reported by Beth Israel Lahey Health, Inc. under EIN 83-2671600 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,973 participants and $546,347,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beth Israel Lahey Health, Inc.
- EIN
- 83-2671600
- Plan number
- 002
- Plan type
- 2
- Location
- Charlestown, MA
- Latest filing year
- 2023
- Participants
- 5,973
- End-of-year plan assets
- $546,347,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,973 | H, C | 20250410213730NAL0036695104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $546,347,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $546,347,192
- Net assets (BOY)
- $509,722,602
Income & contributions
- Employer contributions
- $41,367,892
- Total contributions
- $41,367,892
- Total income / additions
- $94,171,813
Expenses & distributions
- Benefits paid
- $52,398,958
- Administrative expenses
- $5,148,265
- Total expenses
- $57,547,223
- Net increase / (decrease)
- $36,624,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson LLC | NONE | $250,132 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $134,517 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | TRUSTEE | $97,051 | $0 | 2023 |
| Bdo Usa, P.C. | NONE | $59,387 | not reported in the loaded dataset | 2023 |
| Beth Israel Lahey Health | PLAN SPONSOR | $51,827 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $43,131 | $0 | 2023 |
| Nepc, LLC | NONE | $30,230 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $14,176 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beth Israel Lahey Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Charlestown, MA
- Willis Towers Watson LLC — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Beth Israel Lahey Health — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation