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Original filing (PDF)20250410213524NAL0022330497001
BETH ISRAEL LAHEY HEALTH, INC.
Form 5500
FILING_RECEIVED
BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN I
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
5,443
Accounts w/ balance
—
Plan assets (EOY)
$688.1M
Net assets (EOY)
$688.1M
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 213% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BETH ISRAEL LAHEY HEALTH, INC..
Plan sponsor
Name
BETH ISRAEL LAHEY HEALTH, INC.
EIN
83-2671600
Address
SCHRAFFT'S CITY CENTER 4TH FLOOR · 529 MAIN STREET, TAX DEPT. · CHARLESTOWN, MA · 02129
Phone
(617) 278-8800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $723K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $212K | — |
| STATE STREET BANK & TRUST | 04-1867445 | — | NONE | $156K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $92K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $41K | — |
| THE LOOMIS SAYLES TRUST COMPANY | 20-8080381 | — | NONE | $38K | — |
| BETH ISRAEL LAHEY HEALTH, INC. | 83-2671600 | — | PLAN SPONSOR | $15K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $14K | — |
Investments
15 pooled funds· $526.7M(77% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET MSCI ACWI INDEX NON-LE STATE STREET GLOBAL ADVISORS TRUST CO · EIN 84-3172952 / PN 001 | Common Collective Trust | $98.0M | 14.2% |
| STATE STREET LONG US TREAS INDEX FD STATE STREET GLOBAL ADVISORS TRUST CO · EIN 03-0511227 / PN 001 | Common Collective Trust | $74.1M | 10.8% |
| STATE STREET INT US CREDIT IND NL STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-3508899 / PN 001 | Common Collective Trust | $50.0M | 7.3% |
| STATE STREET 3-10 YR US TREAS INDEX STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 477 | Common Collective Trust | $50.0M | 7.3% |
| STATE STREET S&P 500 FLAGSHIP IN NL STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 004 | Common Collective Trust | $44.9M | 6.5% |
| NEPC GLOBAL EQUITY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 001 | Common Collective Trust | $40.0M | 5.8% |
| STATE STREET FTSE RAFI US 1000 IND STATE STREET GLOBAL ADVISORS TRUST CO · EIN 06-6556853 / PN 001 | Common Collective Trust | $31.1M | 4.5% |
| STATE STREET 20+ YR US TREAS ST IND STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 169 | Common Collective Trust | $30.2M | 4.4% |
| NEPC EMERGING MKTS EQUITY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 002 | Common Collective Trust | $23.0M | 3.3% |
| NEPC US SMALL CAP EQUITY CIT GLOBAL TRUST COMPANY · EIN 86-6497312 / PN 003 | Common Collective Trust | $20.0M | 2.9% |
| STATE STREET MSCI EAFE INDEX CTF STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-6832069 / PN 001 | Common Collective Trust | $20.0M | 2.9% |
| REAL ASSET NL FUND STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 291 | Common Collective Trust | $19.3M | 2.8% |
| STATE STREET MSCI EAFE 100 HEDGED STATE STREET GLOBAL ADVISORS TRUST CO · EIN 47-6972341 / PN 001 | Common Collective Trust | $18.9M | 2.8% |
| NHIT STRATEGIC ALPHA TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 012 | Common Collective Trust | $7.4M | 1.1% |
| RUSSELL 3000 R INDEX NON-LENDING STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 042 | Common Collective Trust | $0 | <0.1% |