Employer · plans filed under one EIN
Beth Israel Lahey Health, Inc.
Charlestown, MA · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Beth Israel Lahey Health, Inc.'s employer identification number (Charlestown, Massachusetts). Their latest filings total 19,520 participant records and $1.25B in net assets.
The largest is Beth Israel Lahey Health Defined Benefit Plan I, a cash balance pension plan with 13,755 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $59.9M and participant contributions $151K in the latest plan years; benefits paid were $107M. Schedule C compensation reported to service provider organisations totalled $2.3M.
Combined net assets moved from $1.52B in 2020 to $1.25B in 2024 (down 18%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Beth Israel Lahey Health Defined Benefit Plan I | cash balance pension plan | 2024 | 13,755 | $703M | $51,094 | $7,329 | $1.4M |
| Beth Israel Lahey Health Defined Benefit Plan II | defined benefit pension plan | 2024 | 5,765 | $546M | $94,683 | $14,731 | $833K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 19,520 | $1.25B | $59.9M | $151K |
| 2023 | 2 | 20,031 | $1.23B | $52.8M | $183K |
| 2022 | 2 | 20,119 | $1.18B | $15.0M | $219K |
| 2021 | 2 | 20,627 | $1.23B | $12.6M | $257K |
| 2020 | 2 | 21,219 | $1.52B | $81.3M | $237K |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Willis Towers Watson LLC | Actuarial; Plan Administrator; Consulting (pension) | 2 | $1,058,540 |
| Nepc, LLC | Consulting (pension) | 2 | $666,775 |
| State Street Global Advisors | Custodial (other than securities); Custodial (securities); Investment advisory (plan) | 2 | $267,490 |
| BDO USA, P.C. | Accounting (including auditing) | 2 | $158,988 |
| State Street Bank & Trust | Investment management; Custodial (securities); Trustee (directed) | 2 | $78,536 |
| The Loomis Sayles Trust Company | Investment management | 2 | $44,810 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Beth Israel Lahey Health, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Beth Israel Lahey Health Defined Benefit Plan I and Beth Israel Lahey Health Defined Benefit Plan II. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Beth Israel Lahey Health, Inc. contribute to its plans?
$59,934,772 in employer contributions across these plans in their latest plan years, about $9,138 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Willis Towers Watson LLC, Nepc, LLC, State Street Global Advisors and BDO USA, P.C. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.