Cheryl Moreau signed Catholic Healthcare Trust's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catholic Healthcare Trust's EIN is 02-0315693.
Download the official 2023 Form 5500 (PDF) for Catholic Healthcare Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Catholic Healthcare Trust's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEW ENGLAND PRIVATE WEALTH ADVISORS | — | WELLESLEY, MA | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-3532603 | — | NONE | $318K | — |
| MARATHON INTERNATIONAL |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund – | Common Collective Trusts | — | — | $71.6M | 32.4% | |
| Marathon London International Investment Trust I – | Other securities | — | — | $14.5M | 6.5% | |
| AQR Capital Management Diversifying Strategies Fund R6 – | Other securities | — | — | $11.0M | 5.0% | |
| PGIM Jennison International Opportunities Fund R6 – | Other securities | — | — | $9.9M | 4.5% | |
| Lord Abbett Short Duration Income Fund – | Mutual Funds | — | — | $9.7M | 4.4% | |
| Fidelity Investments International Bond Index Fund – | Common Collective Trusts | — | — | $9.1M | 4.1% | |
| Fidelity Investments Total Bond K6 – | Mutual Funds | — | — | $9.0M | 4.0% | |
| Fidelity Investments Total International Index – | Mutual Funds | — | — | $8.6M | 3.9% | |
| Fidelity Investments Advisor Multi-Asset Income Fund – | Mutual Funds | — | — | $8.4M | 3.8% | |
| Fidelity Investments Government Money Market Fund – | Mutual Funds | — | — | $7.8M | 3.5% | |
| First Eagle Global Fund R6 – | Other securities | — | — | $7.7M | 3.5% | |
| Calvert Short Duration Income R6 – | Other securities | — | — | $6.8M | 3.1% | |
| Fidelity Investments Mid Cap Index – | Mutual Funds | — | — | $6.7M | 3.1% | |
| Fidelity Investments Emerging Markets Index Fund – | Common Collective Trusts | — | — | $5.5M | 2.5% | |
| American Funds New World R6 – | Mutual Funds | — | — | $5.4M | 2.5% | |
| PIMCO Income Fund Institutional – | Mutual Funds | — | — | $5.1M | 2.3% | |
| Broadstone Net Lease Inc. Real Estate Investment Trust – | Common Stocks | — | — | $4.9M | 2.2% | |
| T Rowe Price Global Multi-Sect Bond Fund – | U.S. Treasuries | — | — | $4.2M | 1.9% | |
| GQC Partners Emerging Markets – | Other securities | — | — | $4.1M | 1.9% | |
| Fidelity Investments Real Estate Income – | Mutual Funds | — | — | $1.8M | 0.8% | |
| Lazard Global Listed Infrastructure Portfolio Institutional – | Other securities | — | — | $1.8M | 0.8% | |
| GLEACHER DIVERSIFIED STRAT FUND GLEACHER & COMPANY SECURITIES · EIN 14-1391446 / PN 000 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1575090 |
| — |
| NONE |
| $48K |
| — |
