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Original filing (PDF)20250909085610NAL0012785283001
BRATTLEBORO MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
689
Accounts w/ balance
834
Plan assets (EOY)
$45.7M
Net assets (EOY)
$45.7M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $99K | — |
| THE RICHARDS GROUP | 03-0215988 | — | SERVICE PROVIDER | $10K | — |
| BERRY DUNN MCNEIL AND PARKER LCL | 01-0523282 | — | SERVICE PROVIDER | $10K | — |
| FUTURE PLANNING ASSOCIATES, INC. | 03-0271340 | — | SERVICE PROVIDER | $5K | — |
Investments
35 direct securities· $42.6M(93% of reported assets)
Uncategorized
$42.5M
34 holdings
Mutual Funds
$160K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Signal Mutual Fund | — | — | — | $5.9M | 13.0% | |
| American Funds 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $5.7M | 12.4% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund | — | — | — | $4.2M | 9.3% | |
| American Funds 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $2.9M | 6.4% | |
| PGIM Total Return Bond Fund R6 Mutual Fund | — | — | — | $2.8M | 6.0% | |
| American Funds 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $2.0M | 4.3% | |
| American Funds 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $1.9M | 4.1% | |
| American Funds 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $1.8M | 3.9% | |
| MFS Value Fund R6 Mutual Fund | — | — | — | $1.7M | 3.8% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $1.7M | 3.8% | |
| T Rowe Price Overseas Stock Fund I Mutual Fund | — | — | — | $1.4M | 3.1% | |
| American Funds 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $1.3M | 2.9% | |
| Insurance Contact Standard Stable Asset Fund II Group Annuity Contract | — | — | — | $1.2M | 2.5% | |
| American Funds 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $1.0M | 2.3% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $1.0M | 2.3% | |
| John Hancock Balanced Fund R6 Mutual Fund | — | — | — | $831K | 1.8% | |
| American Funds 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $744K | 1.6% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $595K | 1.3% | |
| Pimco Income Fund Mutual Fund | — | — | — | $553K | 1.2% | |
| Vanguard FTSE Social Fund Mutual Fund | — | — | — | $517K | 1.1% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $457K | 1.0% | |
| JP Morgan US Equity Fund R6 Mutual Fund | — | — | — | $434K | 0.9% | |
| Voya Gov Money Mkt Fnd A Mutual Fund 324 AMG TmSq MC Growth Fund Z Mutual Fund | — | — | — | $367K | 0.8% | |
| American Funds 2010 Target Date Retirement Fund Mutual Fund | — | — | — | $329K | 0.7% | |
| Various maturity dates * Notes receivable from participants and interest rates -0- | — | — | — | $257K | 0.6% | |
| American Funds 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $186K | 0.4% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $160K | 0.4% | |
| Fidelity Emerging Markets Fund K Mutual Fund | — | — | — | $129K | 0.3% | |
| Pimco Real Return Fund Mutual Fund | — | — | — | $126K | 0.3% | |
| Franklin Small Cap Value Fund Mutual Fund | — | — | — | $108K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $92K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Mutual Fund | — | — | — | $89K | 0.2% | |
| JP Morgan Small Cap Growth Fund R6 Mutual Fund | — | — | — | $17K | <0.1% | |
| Calvert Green Bond Fund Mutual Fund | — | — | — | $12K | <0.1% | |
| Parnassus Core Equity Fund Mutual Fund | — | — | — | $8K | <0.1% |