Beth Israel Lahey Health Defined Benefit Plan I
Corporate pension, based in Charlestown, Massachusetts, reporting $703M in assets, for 14,200 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Beth Israel Lahey Health Defined Benefit Plan I first reports an interest in Nepc US Small Cap Equity Cit: $13M at 2025-06-30.
3 more advisers, 3 more managers, 29 more commitments and 21 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Msci Eafe 100% Hedged to Usd2 commitments
- Ftse Rafi US 1000 Index Nl Ctf2 commitments
- State Street Msci Eafe Index Ctf2 commitments
- State Street Global Advisors Trust Company17 commitments
- Nepc, LLC7 commitments
- State Street Global Advisors Trust4 commitments
Relationship network
59 connected entities32 observed commitments16 repeat counterparties30 dated commitments shown here, 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.0%
- Partnership/joint venture interests 2.0%
- Common/collective trusts 94.5%
Consultants and advisers
- Riverwood Capital Management LP Investment adviser (plan)through Jun 30, 2023 Form 5500
- Nepc, LLC Pension consultantthrough Jun 30, 2023 Form 5500
- AON Consulting, Inc. Actuarythrough Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- State Street Global Advisors Trust Company17 rows, latest Jun 30, 2025
- Nepc, LLC7 rows, latest Jun 30, 2025
- State Street Global Advisors Trust4 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Metis Global Partners, LLCplan years
- Metlifeplan years
- Nepc, LLCplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Jun 30, 2025Holding startedBeth Israel Lahey Health Defined Benefit Plan I first reports an interest in Nepc US Small Cap Equity Cit: $13M at 2025-06-30with Nepc US Small Cap Equity Citaskebsa.dol.gov
- Jun 30, 2025Holding startedBeth Israel Lahey Health Defined Benefit Plan I first reports an interest in Metlife Long Credit Collective Tr: $118M at 2025-06-30with Metlife Long Credit Collective Traskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceBeth Israel Lahey Health Defined Benefit Plan I no longer reports State Street Msci Acwi Index Non-Le (last held $98M at 2024-06-30; absent from the 2025-06-30 filing)with State Street Msci Acwi Index Non-Leaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceBeth Israel Lahey Health Defined Benefit Plan I no longer reports Nhit Strategic Alpha Trust (Loomis Sayles Trust Company) (last held $7M at 2024-06-30; absent from the 2025-06-30 filing)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Jun 30, 2025Holding startedBeth Israel Lahey Health Defined Benefit Plan I first reports an interest in Metis Real Assets Index Portfolio: $33M at 2025-06-30with Metis Real Assets Index Portfolioaskebsa.dol.gov
+21 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Metis Real Assets Index Portfolio103 12 ie | Metis Global Partners, LLC | Real assets | $32.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Msci Eafe 100% Hedged to Usdcollective trust | State Street Global Advisors Trust Company | Hedge / diversifiers | $13.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ftse Rafi US 1000 Index Nl Ctfcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov |
+29 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 14,200 | $690M | $800M | 84.4% | $703M | $14.3M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 14,146 | $671M | $803M | 88.6% | $688M | $47.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 14,516 | $709M | $790M | 92.1% | $671M | $46.0M | Not disclosed | Not disclosed |
- Willis Towers Watson LLC codes 11 14 17 50 $742,292 PY2024
- Nepc, LLC codes 17 50 $375,392 PY2024
- State Street Global Advisors codes 18 19 50 51 $182,845 PY2024
+66 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Beth Israel Lahey Health Defined Benefit Plan I sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
+25 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+19 connections on the graph
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