Original filing (PDF)20250908120724NAL0032652624001

BRATTLEBORO MEMORIAL HOSPITAL

Name: BRATTLEBORO MEMORIAL HOSPITAL — BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: BRATTLEBORO MEMORIAL HOSPITAL

Form 5500

FILING_RECEIVED

BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST

Defined-contribution retirement plan

Signals · 1

25% in single holding

Active participants

352

Accounts w/ balance

577

Plan assets (EOY)

$28.7M

Net assets (EOY)

$28.7M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRATTLEBORO MEMORIAL HOSPITAL.

Plan sponsor

Name

BRATTLEBORO MEMORIAL HOSPITAL

EIN

03-0107300

Address

17 BELMONT AVENUE · BRATTLEBORO, VT · 05301

Phone

(802) 257-0341

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

2025-09-08

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2C · Money purchase (other than target benefit)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE, LLP

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	SERVICE PROVIDER	$62K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FUTURE PLANNING ASSOCIATES	03-0271340	—	SERVICE PROVIDER	$7K

Investments

34 direct securities· $28.7M(100% of reported assets)

Other securities

$28.5M

31 holdings

Common Stock

$142K

1 holding

Mutual Funds

$69K

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
American Funds 2030 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$7.3M	25.5%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$5.1M	17.7%
American Funds 2020 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$3.7M	12.7%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$3.4M	12.0%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$2.4M	8.5%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$1.3M	4.5%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$986K	3.4%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$888K	3.1%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$600K	2.1%
Fidelity Blue Chip Growth K6 Mutual Fund	Other securities	—	—	$568K	2.0%
Vanguard 500 Index Mutual Fund	Other securities	—	—	$343K	1.2%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$295K	1.0%
John Hancock Balanced Fund R6 Mutual Fund	Other securities	—	—	$247K	0.9%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$201K	0.7%
PGIM Total Return Bond Fund R6 Mutual Fund	Other securities	—	—	$170K	0.6%
Insurance Contract Standard Stable Asset Fund II Group Annuity Contract	Common Stock	—	—	$142K	0.5%
MFS Value Fund R6 Mutual Fund	Other securities	—	—	$138K	0.5%
AMG TmSq MC Gr Fund Mutual Fund	Other securities	—	—	$131K	0.5%
Fidelity Low Priced Stock Fund Mutual Fund	Other securities	—	—	$106K	0.4%
American Funds New Perspective R6 Mutual Fund	Other securities	—	—	$99K	0.3%
Vanguard Small Cap Index Mutual Fund	Other securities	—	—	$94K	0.3%
JPMorgan SmCP Growth Fnd R6 Mutual Fund	Other securities	—	—	$90K	0.3%
JPMorgan US Equity Fund R6 Mutual Fund	Other securities	—	—	$80K	0.3%
Vanguard Mid Cap Index Mutual Fund	Mutual Funds	—	—	$69K	0.2%
T Rowe Price Overseas Stock Fund I Mutual Fund	Other securities	—	—	$39K	0.1%
American Funds 2065 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$34K	0.1%
Franklin Small Cap Fund Mutual Fund	Other securities	—	—	$30K	0.1%
MFS Mid Cap Value R6 Mutual Fund	Other securities	—	—	$28K	<0.1%
Vanguard FTSE Social Ind Fd Adm Mutual Fund	Other securities	—	—	$21K	<0.1%
PIMCO Real Return Fund Inst Mutual Fund	Other securities	—	—	$20K	<0.1%
PIMCO Income Fund Inst Mutual Fund	Other securities	—	—	$15K	<0.1%
Calvert Green Bond Fund Mutual Fund	Other securities	—	—	$14K	<0.1%
Fidelity Emerging Markets Fund Mutual Fund	Other securities	—	—	$13K	<0.1%
Voya Gov Money Mkt fund A Mutual Fund	Cash / Money Market	—	—	$1K	<0.1%