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Original filing (PDF)20241008114310NAL0009600947001
CHESHIRE MEDICAL CENTER
Form 5500
FILING_RECEIVED
CHESHIRE MEDICAL CENTER EMPLOYEE INVESTMENT PLAN
403(b) retirement plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHESHIRE MEDICAL CENTER.
Plan sponsor
Name
CHESHIRE MEDICAL CENTER
EIN
02-0354549
Address
580 COURT STREET · KEENE, NH · 03431
Phone
(603) 354-6520
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-08
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $160K | — |
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $786 | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $725 | — |
| ADP, LLC | 13-3036745 | — | RECORDKEEPER | $336 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS LLC | 81-0776852 | — | NONE | $17K | — |
| CARON & BLETZER | 04-3499945 | — | NONE | $13K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.