Beth Israel Lahey Health Defined Benefit Plan Ii
Sponsored by Beth Israel Lahey Health, Inc. · EIN 832671600 · Plan #002
- Total assets
- $546M
- Net assets
- $546M
- Active participants
- 1,603
- 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) | $316,248 |
| Nepc, Llc | Consulting (pension), Direct payment from the plan | $291,383 |
| State Street Global Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $84,645 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $61,819 |
| State Street Bank & Trust Co. | Custodial (securities), Trustee (directed), Investment management | $43,851 |
| Loomis Sayles Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $34,916 |