PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. BETH ISRAEL LAHEY HEALTH, INC.
Sponsor portfolioTH

BETH ISRAEL LAHEY HEALTH, INC.

EIN 83-2671600-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$1.25B assets
Welfare
1
$61.5M premiums
Participants
57,614
SCHRAFFT'S CITY CENTER 4TH FLOOR, 529 MAIN STREET, TAX DEPT. - CHARLESTOWN, MA 02129781-744-8924
Plans on this EIN
3 filings
#001CashBalance-$702.8M - 13,755 part#002TraditionalDB-$545.8M - 5,765 part#501Mixed-$61.5M - 47,349 lives

Retirement portfolio analytics

2 plans aggregated / $1.25B assets / 19,520 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • BENEFIT PLAN I (#001)56%
  • BENEFIT PLAN II (#002)44%
Total $1.25BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BENEFIT PLAN I (#001)13,755
  • BENEFIT PLAN II (#002)5,765
Total 19,520Click row to drill in

Benefits portfolio analytics

1 plan / $61.5M premiums / 47,349 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$21.1M
  • Short-term disability$16.5M
  • Long-term disability$16.4M
  • Other$13.1M
  • Life$11.7M
  • Vision$10.8M
Total $61.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • DELTA DENTAL OF CALIFORNIA34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • RELIASTAR LIFE INSURANCE COMPANY19%
  • EYEMED VISION CARE18%
  • ARAG INSURANCE COMPANY1%
  • +3 more
Total $61.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
  • BULFINCH GROUP INSURANCE AGENCY0%
Total $3.7M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN I

CashBalance

Assets$702.8M
Participants13,755
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN II

TraditionalDB

Assets$545.8M
Participants5,765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BETH ISRAEL LAHEY HEALTH, INC. EMPLOYEE BENEFITS PLAN

Mixed - DENTAL SERVICE OF MA, INC DBA DELTA DENTAL OF MA

Premiums$61.5M
Covered lives47,349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN ICashBalance$702.8M13,7552025
002BETH ISRAEL LAHEY HEALTH DEFINED BENEFIT PLAN IITraditionalDB$545.8M5,7652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BETH ISRAEL LAHEY HEALTH, INC. EMPLOYEE BENEFITS PLANMixedDENTAL SERVICE OF MA, INC DBA DELTA DENTAL OF MA$61.5M47,3492024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica