Baystate Health, Inc. Retirement Program
Sponsored by Baystate Health, Inc. · EIN 042105941 · Plan #001
- Total assets
- $6.7M
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
| Encap Investments L.P. CRD 160695 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Plan administrator, Consulting (pension) | $2,841,654 |
| Blackrock Financial Management, Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $562,178 |
| Northern Trust | Trustee (institutional), Direct payment from the plan | $128,003 |
| Jeffries | Trustee (institutional), Direct payment from the plan | $55,882 |
| Verrill Dana | Legal, Direct payment from the plan | $49,143 |
| River And Mercantile Llc | Investment management, Direct payment from the plan | $25,000 |
| Kirkland & Ellis | Legal, Direct payment from the plan | $10,089 |
| Encap Investments Lp | Investment management, Direct payment from the plan | $10,000 |