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  2. HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC
Sponsor portfolioTH

HARVARD MED. FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MED. CTR. INC

EIN 22-2768204-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$2.57B assets
Welfare
1
$8.3M premiums
Participants
8,994
THE MASCO BUILDING - THIRD FLOOR, 375 LONGWOOD AVE - BOSTON, MA 02215781-528-2850
Plans on this EIN
3 filings
#002403b-$1.55B - 3,633 part#001401k-$1.02B - 3,384 part#501Mixed-$8.3M - 2,738 lives

Retirement portfolio analytics

2 plans aggregated / $2.57B assets / 7,017 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • INC. RETIREMENT PLAN (#002)60%
  • AND INVESTMENT PLAN (#001)40%
Total $2.57BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)3,633
  • AND INVESTMENT PLAN (#001)3,384
Total 7,017Click row to drill in

Benefits portfolio analytics

1 plan / $8.3M premiums / 2,738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.1M
  • Life$7.8M
  • Short-term disability$7.8M
  • Long-term disability$7.8M
  • Vision$205K
Total $8.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • HARTFORD LIFE AND ACCIDENT94%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE2%
Total $8.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $738K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN

403b

Assets$1.55B
Participants3,633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN

401k

Assets$1.02B
Participants3,384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$8.3M
Covered lives2,738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. RETIREMENT PLAN403b$1.55B3,6332025
001HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN401k$1.02B3,3842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$8.3M2,7382025
Retirement plans
Welfare plans
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