Original filing (PDF)20250701060200NAL0017245392002

EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH

Name: EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH — NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN, Form 5500 (2024)
Creator: EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH

Form 5500

FILING_RECEIVED

NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

10,678

Accounts w/ balance

14,112

Plan assets (EOY)

$1.2B

Net assets (EOY)

$1.2B

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH.

Plan sponsor

Name

EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH

EIN

01-0527066

Address

43 WHITING HILL RD · BREWER, ME · 04412

Phone

(207) 973-7868

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OPER CO	04-2647786	CINCINNATI, OH	RECORDKEEPER	$774K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$240K	—

Investments

29 direct securities· $1.2B(100% of reported assets)

Other securities

$1.1B

26 holdings

Common Stock

$55.3M

2 holdings

Bonds / Notes

$10.2M

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Other securities	—	—	$138.5M	11.8%
Fidelity Index 2030 IPR Mutual Fund	Other securities	—	—	$105.7M	9.0%
Fidelity Index 2035 IPR Mutual Fund	Other securities	—	—	$102.4M	8.7%
Fidelity Index 2040 IPR Mutual Fund	Other securities	—	—	$96.2M	8.2%
Fidelity Index 2025 IPR Mutual Fund	Other securities	—	—	$88.7M	7.5%
Vanguard Grth Index Inst Mutual Fund	Other securities	—	—	$83.7M	7.1%
Fidelity Index 2045 IPR Mutual Fund	Other securities	—	—	$79.8M	6.8%
Fidelity Index 2050 IPR Mutual Fund	Other securities	—	—	$64.7M	5.5%
Vanguard S&P MC400 IS Mutual Fund	Other securities	—	—	$47.1M	4.0%
Fidelity Index 2055 IPR Mutual Fund	Other securities	—	—	$46.2M	3.9%
Fidelity Index 2020 IPR Mutual Fund	Other securities	—	—	$40.6M	3.4%
Lincoln Stable Value Group Annuity Contract	Common Stock	—	—	$36.3M	3.1%
Brokerage Link Mutual Fund	Other securities	—	—	$32.7M	2.8%
JPM Core Plus Bnd R6 Mutual Fund	Other securities	—	—	$31.4M	2.7%
Fidelity International Index Mutual Fund	Other securities	—	—	$24.0M	2.0%
Fidelity Index 2060 IPR Mutual Fund	Other securities	—	—	$23.9M	2.0%
Fidelity Diversified International K6 Mutual Fund	Other securities	—	—	$21.6M	1.8%
Fidelity Index Inc IPR Mutual Fund	Common Stock	—	—	$19.0M	1.6%
Fidelity Large Cap Value Index Mutual Fund	Other securities	—	—	$18.7M	1.6%
Fidelity Puritan Mutual Fund	Other securities	—	—	$15.4M	1.3%
Vanguard Sm Cap IDX Inst Mutual Fund	Other securities	—	—	$13.6M	1.2%
Fidelity U.S. Bond Index Mutual Fund	Other securities	—	—	$12.8M	1.1%
Notes receivable from participants 4.25%-9.50%; Mature 1/2025-12/2034 -0-	Bonds / Notes	—	—	$10.2M	0.9%
Fed MDT Small Cap Growth I Mutual Fund	Other securities	—	—	$9.6M	0.8%
Fidelity Index 2065 IPR Mutual Fund	Other securities	—	—	$8.9M	0.8%
Fidelity Small Cap Value Index Mutual Fund	Other securities	—	—	$2.5M	0.2%
Fidelity Infl Pr Bond Index Mutual Fund	Other securities	—	—	$1.6M	0.1%
Fidelity Index 2015 IPR Mutual Fund	Other securities	—	—	$499K	<0.1%
Fidelity Index 2070 IPR Mutual Fund	Other securities	—	—	$32K	<0.1%