# Baystate Health, INC. DB Plan
Source: https://planprovider.pro/companies/baystate-health-inc-plan-001

> Baystate Health, INC.'s DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baystate Health, INC.

- **Sponsor EIN:** 042105941

- **Sponsor Address:** 280 CHESTNUT STREET, SPRINGFIELD, MA, 01104

- **Plan Type:** DB

- **Total Participants:** 0

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$6.7M|-$21,781,241|$0|

| 2023|2,095|$790.8M|$1.0M|$0|

| 2022|2,242|$794.6M|$53.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILLIS TOWERS WATSON|ACTUARY AND ADMIN|$2,841,654|—|$2,841,654|

| BLACKROCK FINANCIAL MANAGEMENT, INC|INVESTMENT MGMT|$562,178|—|$562,178|

| NORTHERN TRUST|NONE|$128,003|—|$128,003|

| JEFFRIES|NONE|$55,882|—|$55,882|

| VERRILL DANA|LEGAL|$49,143|—|$49,143|

| RIVER AND MERCANTILE LLC|INVESTMENT MGMT|$25,000|—|$25,000|

| KIRKLAND & ELLIS|NONE|$10,089|—|$10,089|

| ENCAP INVESTMENTS LP|MISC. CONSULTING|$10,000|—|$10,000|

| MEYERS BROTHERS KALICKA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY AND ADMIN

- [VERRILL DANA](https://planprovider.pro/provider/verrill) — LEGAL

- [MEYERS BROTHERS KALICKA, PC](https://planprovider.pro/provider/meyers-brothers-kalicka-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,681,949

- **Estimated Expense Ratio:** 54.577% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$611,112|—|—|—|—|

| 2023|$2,658,106|—|—|—|—|

| 2022|$9,122,070|$747,385|$123,900|—|$1,247,638|

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