What public Form 5500 filings show about the BETH Israel Lahey Health 401(k) plan — and how to find and check your own account.
BETH Israel Lahey Health (EIN 04-2103881) reports BETH ISRAEL LAHEY HEALTH 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.6B in plan assets across 15,698 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BETH Israel Lahey Health filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BETH Israel Lahey Health 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEPC, BDO, STRATEGIC ADVISORS, STRATEGIC ADVISERS, WILLIS TOWERS WATSON, CAPFINANCIAL PARTNERS.