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  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
$57.0M premiums
Participants
57,943
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-$57.0M - 45,855 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 / $57.0M premiums / 45,855 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$20.6M
  • Long-term disability$20.6M
  • Dental$20.2M
  • Other$13.4M
  • Life$11.9M
  • Vision$2.9M
Total $57.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • DELTA DENTAL OF CALIFORNIA35%
  • RELIASTAR LIFE INSURANCE COMPANY21%
  • EYEMED VISION CARE5%
  • ARAG INSURANCE COMPANY1%
  • +2 more
Total $57.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • REUBEN WARNER ASSOCIATES, INC.0%
  • EPIC0%
Total $3.6M3 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 - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$57.0M
Covered lives45,855
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 PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$57.0M45,8552025
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