Beth Israel Lahey Health, Boston, MA. EIN 04-2103881. Annual reports 2009–2024. Also filed as Anna Jaques Hospital; Beth Israel Lahey Health, Inc.; Beth Israel Deaconess Medical Center; New England Baptist Hospital.
Beth Israel Lahey Health has 4 active retirement plans on file. The largest is the Beth Israel Lahey 403(b) Retirement Savings Plan, with 47,712 participants and $3.5 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.
Beth Israel Lahey Health, Inc. Retirement Plans Committee 20 University Road, Suite 700 Cambridge, MA 02138 (617) 278-8800As filed for 2024
In effect since
February 3, 1985
Earlier sponsor: Beth Israel Deaconess Medical Center (2009–2023).
Earlier plan names: Caregroup, Inc. 401K Savings & Investment Plan; Beth Israel Deaconess Medial Center 401(k) Savings and Investment Plan; Beth Israel Deaconess Medical Center 401(k) Savings and Investment Plan; Beth Israel Deaconess Medical Center, Inc 401(k) Savings and Investment Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
20,359
$1.6 billion
Fidelity
2023
19,609
$1.4 billion
Fidelity
2022
18,191
$1.2 billion
Fidelity
2021
17,351
$1.4 billion
Fidelity
2020
16,334
$1.3 billion
Fidelity
2019
16,051
$1.1 billion
Fidelity
2018
15,453
$881 million
not listed
2017
14,798
$911 million
not listed
2016
14,259
$741 million
not listed
2015
14,947
$659 million
not listed
2014
14,127
$619 million
not listed
2013
13,727
$547 million
not listed
2012
13,566
$424 million
not listed
2011
14,322
$371 million
Fidelity
2010
14,144
$362 million
Fidelity
2009
13,990
$316 million
Fidelity
Beth Israel Lahey Health Defined Benefit Plan I
Cash balance pensionActive
Active. The plan filed its annual report for the 2024 plan year.
Plan number
001Employer EIN 83-2671600
Participants (2024)
13,755
Net assets (2024)
$703 million
Administered by
WTWEarlier: State Street (2020), Principal (2009–2011)
Plan administrator
Beth Israel Lahey Health, Inc. Schrafft'S City Center 4TH Floor, 529 Main Street, Tax Dept. Charlestown, MA 02129 (781) 744-8924As filed for 2024
Earlier sponsors: Jordan Hospital , Inc. (2009–2011); Beth Israel Deaconess Hospital-Plymouth, Inc. (2012–2019).
Earlier plan names: The Jordan Hospital Retirement Plan; The Beth Israel Deaconess Hospital Plymouth Retirement Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
5,765
$546 million
not listed
2023
5,831
$546 million
not listed
2022
5,973
$510 million
not listed
2021
6,111
$524 million
not listed
2020
6,416
$668 million
not listed
2019
378
$21.5 million
not listed
2018
384
$21.2 million
not listed
2017
391
$21.3 million
not listed
2016
579
$28.3 million
not listed
2015
608
$27.8 million
not listed
2014
624
$26.5 million
not listed
2013
688
$29.4 million
not listed
2012
696
$28.0 million
not listed
2011
697
$28.4 million
not listed
2010
702
$25.1 million
not listed
2009
703
$25.7 million
not listed
Anna Jaques 403(b) Retirement Plan
403(b)Merged
Merged. In 2024 its assets moved to the Beth Israel Lahey Health 403(b) Plan (EIN 83-2671600, plan 003). Accounts moved with them, so that plan is the one to contact.
Plan number
002Employer EIN 04-2104338
Participants (2023)
1,309
Net assets (2023)
$75.2 million
Recordkeeper
Valic Retirement ServiceEarlier: Valic Retirement Services (2017–2019), Metlife Life Insurance (2016), Metropolitan Life Insurance (2010–2015), Metropolitan Life (2009)
Plan administrator
Beth Israel Lahey Healh Retirement Plans Committee 20 University Road, Suite 700 Cambridge, MA 02138 (617) 278-8800As filed for 2024
In effect since
March 1, 1988
Earlier plan names: Tax Sheltered Annuity Retirement Plan of Anna Jaques Hospital.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
0
$0
Valic Retirement Service
2023
1,309
$75.2 million
Valic Retirement Service
2022
1,127
$66.8 million
Valic Retirement Service
2021
1,453
$82.2 million
Valic Retirement Service
2020
1,297
$76.9 million
Valic Retirement Service
2019
1,268
$69.7 million
Valic Retirement Services
2018
1,467
$60.1 million
Valic Retirement Services
2017
1,464
$64.0 million
Valic Retirement Services
2016
1,411
$57.8 million
Metlife Life Insurance
2015
1,375
$55.8 million
Metropolitan Life Insurance
2014
1,382
$55.1 million
Metropolitan Life Insurance
2013
1,318
$50.8 million
Metropolitan Life Insurance
2012
1,248
$42.7 million
Metropolitan Life Insurance
2011
1,248
$36.8 million
Metropolitan Life Insurance
2010
1,262
$36.7 million
Metropolitan Life Insurance
2009
1,301
$31.1 million
Metropolitan Life
Beth Israel Lahey Health Defined Benefit Plan I Fka Anna Jaques Hospital Pension Plan
Pension (defined benefit)Merged
Merged. In 2019 its assets moved to the New England Baptist Hospital Retirement Plan, sponsored by Beth Israel Lahey Health (EIN 04-2103612, plan 001). Accounts moved with them, so that plan is the one to contact.
Earlier sponsor: Anna Jaques Hospital (2009–2018).
Earlier plan names: Anna Jaques Hospital Pension Plan.
Year by year, 2009 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
State Street
2018
987
$60.5 million
not listed
2017
1,002
$57.1 million
not listed
2016
1,019
$51.3 million
not listed
2015
1,033
$43.9 million
not listed
2014
1,047
$38.9 million
not listed
2013
1,057
$39.4 million
not listed
2012
1,063
$35.3 million
not listed
2011
1,071
$31.0 million
not listed
2010
1,078
$24.8 million
not listed
2009
1,084
$23.5 million
State Street
Beth Israel Deaconess Medical Center Pension Plan
Cash balance pension, frozenMerged
Merged. In 2019 its assets moved to the Anna Jaques Hospital Pension Plan, sponsored by Beth Israel Lahey Health (EIN 04-2104338, plan 001). Accounts moved with them, so that plan is the one to contact.
Plan number
001Employer EIN 04-2103881
Participants (2018)
8,883
Net assets (2018)
$371 million
Plan administrator
Beth Israel Deaconess Medical Center 330 Brookline Avenue Boston, MA 02215 (617) 667-1700As filed for 2019
In effect since
June 1, 1950
Earlier plan names: Beth Israel Deaconess Medical Center Pension Plan (Formerly Known As the Care Group Pension Plan).
Year by year, 2010 to 2019
Plan year
Participants
Net assets
Recordkeeper
2019
0
$0
not listed
2018
8,883
$371 million
not listed
2017
9,659
$419 million
not listed
2016
10,087
$396 million
not listed
2015
11,012
$400 million
not listed
2014
11,333
$428 million
not listed
2013
11,658
$433 million
not listed
2012
12,316
$394 million
not listed
2011
11,818
$357 million
not listed
2010
11,546
$359 million
not listed
Beth Israel Deaconess Medical Center Annuity Retirement Plan
403(b)Merged
Merged. In 2015 its assets moved to the Beth Israel Deaconess Medical Center Voluntary 403(b) Plan, sponsored by Beth Israel Lahey Health (EIN 04-2103881, plan 005). Accounts moved with them, so that plan is the one to contact.
Beth Israel Deaconess Medical Center 330 Brookline Avenue Boston, MA 02215 (617) 632-9400As filed for 2015
In effect since
January 1, 1976
Earlier plan names: Caregroup Annuity Retirement Plan.
Year by year, 2009 to 2015
Plan year
Participants
Net assets
Recordkeeper
2015
0
$0
Fidelity
2014
937
$71.3 million
Fidelity
2013
1,003
$71.8 million
Fidelity
2012
1,058
$67.7 million
Fidelity
2011
1,157
$66.5 million
Fidelity
2010
1,181
$73.8 million
not listed
2009
1,193
$73.7 million
Fidelity
Caregroup Pension Plan
Cash balance pensionStopped filing
No annual report since the 2009 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
333Employer EIN 04-2103881
Participants (2009)
11,428
Net assets (2009)
$326 million
Plan administrator
Beth Israel Deaconess Medical Center Pension Committee 330 Brookline Avenue Boston, MA 02215 (617) 632-9400As filed for 2009
In effect since
June 1, 1950
If you had money in one of these plans
Call Fidelity (fidelity.com), which runs the Beth Israel Lahey 403(b) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((617) 278-8800). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.