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Original filing (PDF)20250415141048NAL0003413201001
CATHOLIC HEALTHCARE TRUST
Form 5500
FILING_RECEIVED
CATHOLIC MEDICAL CENTER PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
352
Accounts w/ balance
—
Plan assets (EOY)
$221.3M
Net assets (EOY)
$221.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 80% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHOLIC HEALTHCARE TRUST.
Plan sponsor
Name
CATHOLIC HEALTHCARE TRUST
EIN
02-0315693
Address
100 MCGREGOR ST · MANCHESTER, NH · 031023730
Phone
(603) 663-6552
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-3532603 | — | NONE | $318K | — |
| MARATHON INTERNATIONAL | 20-1575090 | — | NONE | $48K | — |
| NEW ENGLAND PRIVATE WEALTH ADVISORS | — | WELLESLEY, MA | NONE | $34K | — |
Investments
1 pooled fund· $9K(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GLEACHER DIVERSIFIED STRAT FUND GLEACHER & COMPANY SECURITIES · EIN 14-1391446 / PN 000 | Common Collective Trust | $9K | <0.1% |