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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 2024
Plans
3
Retirement
2
$2.18B assets
Welfare
1
$7.2M premiums
Participants
9,428
THE MASCO BUILDING - THIRD FLOOR, 375 LONGWOOD AVE - BOSTON, MA 02215781-528-2850
Plans on this EIN
3 filings
#002403b-$1.33B - 3,500 part#001401k-$848.4M - 3,239 part#501Mixed-$7.2M - 2,680 lives

Retirement portfolio analytics

2 plans aggregated / $2.18B assets / 6,739 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • INC. RETIREMENT PLAN (#002)61%
  • AND INVESTMENT PLAN (#001)39%
Total $2.18BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)3,500
  • AND INVESTMENT PLAN (#001)3,239
Total 6,739Click row to drill in

Benefits portfolio analytics

1 plan / $7.2M premiums / 2,680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.0M
  • Life$6.8M
  • Short-term disability$6.8M
  • Long-term disability$6.8M
  • Vision$178K
Total $7.2M5 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 $7.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
Total $683K1 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$1.33B
Participants3,500
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$848.4M
Participants3,239
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$7.2M
Covered lives2,680
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$1.33B3,5002024
001HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. 401(K) SAVINGS AND INVESTMENT PLAN401k$848.4M3,2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$7.2M2,6802024
Retirement plans
Welfare plans
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