AUMdb

Beth Israel Lahey Health Defined Benefit Plan I

Sponsored by Beth Israel Lahey Health, Inc. · EIN 832671600 · Plan #001

Total assets
$703M
Net assets
$703M
Active participants
4,956
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Willis Towers Watson Llc Actuarial, Plan administrator, Consulting (pension) $742,292
Nepc, Llc Consulting (pension), Direct payment from the plan $375,392
State Street Global Advisors Custodial (other), Custodial (securities), Direct payment from the plan $182,845
Bdo Usa, P.C. Accounting, Direct payment from the plan $97,169
State Street Bank & Trust Investment management, Direct payment from the plan, Investment management fees (direct) $34,685
The Loomis Sayles Trust Company Investment management, Investment management fees (direct) $9,894