# Beth Israel Lahey Health 403(b) Plan
Source: https://planprovider.pro/companies/beth-israel-deaconess-medical-center-403b-plan

> Beth Israel Lahey Health's 403(b) plan: 39,601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beth Israel Lahey Health

- **Sponsor EIN:** 042103881

- **Sponsor Address:** 330 BROOKLINE AVENUE, BOSTON, MA, 022155400

- **Plan Type:** 403(b)

- **Total Participants:** 39,601

- **Total Assets:** $3.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|39,601|$3.5B|$69.1M|$138.8M|

| 2023|33,591|$2.4B|$3,419|$17.6M|

| 2022|13,981|$314.1M|$23,717|$15.9M|

## 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|

| CAPFINANCIAL PARTNERS LLC|CONSULTANT|$1,403,379|—|$1,403,379|

| FID INV INSTL OPS CO|RECORDKEEPER|$284,860|—|$284,860|

| STRATEGIC ADVISERS, INC|INV ADVISOR|$231,401|—|$231,401|

| BDO|AUDITOR|$185,222|—|$185,222|

| WILLIS TOWERS WATSON US LLC|CONSULTANT|$62,059|—|$62,059|

### Verified Provider Profiles

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

- [FID INV INSTL OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISERS, INC](https://planprovider.pro/provider/creative-planning) — INV ADVISOR

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — AUDITOR

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,166,921

- **Estimated Expense Ratio:** 0.062% 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|$2,176,203|$231,401|$75,275|$185,222|—|

| 2023|$222,443|$83,955|$98,980|$14,500|—|

| 2022|$80,230|$58,135|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/beth-israel-deaconess-medical-center-403b-plan)

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