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Original filing (PDF)20250916124115NAL0001314867001
LAWRENCE GENERAL HOSPITAL
Form 5500
FILING_RECEIVED
403(B) RETIREMENT PLAN OF LAWRENCE GENERAL HOSPITAL
403(b) retirement plan
Signals · 2
Late filing · 10.0 moNo recordkeeper disclosed
Active participants
1,958
Accounts w/ balance
2,328
Plan assets (EOY)
$144.3M
Net assets (EOY)
$144.3M
How this plan invests
This plan
29 collective trusts
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)
86
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 10.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
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 LAWRENCE GENERAL HOSPITAL.
Plan sponsor
Name
LAWRENCE GENERAL HOSPITAL
EIN
04-2103586
Address
1 GENERAL STREET · LAWRENCE, MA · 01842
Phone
(978) 683-4000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $160K | — |
Investments
29 pooled funds· $5.2M(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NATIONWIDE NATIONWIDE LIFE INS CO · EIN 31-4156830 / PN 001 | Pooled Separate Account | $1.6M | 1.1% |
| BH ASSET ALL 80 METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $940K | 0.7% |
| JENNISON GROWTH PORTFOLIO METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $514K | 0.4% |
| LOOMIS SAYLES GROWTH PORT METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $416K | 0.3% |
| BH ASSET ALL 60 METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $285K | 0.2% |
| METLIFE STOCK INDEX PORT METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $264K | 0.2% |
| INVESCO GLOBAL EQUITY METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $262K | 0.2% |
| FIDELITY VIP EQTY INCOME METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $219K | 0.2% |
| BH/WELLINGTON BALANCED METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $203K | 0.1% |
| BH ASSET ALL 100 METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $173K | 0.1% |
| MET RUSSELL 2000 INDEX METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $97K | <0.1% |
| T. ROWE PRICE SMALL CAPGR METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $47K | <0.1% |
| SSGA GRINC ETF METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $33K | <0.1% |
| METLIFE MSCI EAFE INDEX METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $30K | <0.1% |
| MFS TOTAL RETURN POR-C1 F METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $18K | <0.1% |
| NEUBERGER BERMAN GENESIS METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $17K | <0.1% |
| PIMCO TOTAL RETURN PORT METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $17K | <0.1% |
| LOOMIS SAYLES GLOBAL MDTS METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $14K | <0.1% |
| MET AGGREGATE BOND INDEX METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $10K | <0.1% |
| 1919 VAR SOC RESP BAL METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $9K | <0.1% |
| TEMPLETON FOREIGN VIP METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $9K | <0.1% |
| WEST AS MGT STRAT BND OPP METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $9K | <0.1% |
| CLARION GLBL REAL ESTATE METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $9K | <0.1% |
| TEMPLETON DEV MRKT VIP METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $8K | <0.1% |
| HARRIS OAKMARK INTER PORT METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $8K | <0.1% |
| PIMCO INFLATION PROT BOND METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $8K | <0.1% |
| BLACKROCK CAPITAL APP METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $6K | <0.1% |
| FIDELITY HIGH INC PORT IC METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $6K | <0.1% |
| MFS RESEARCHINTERNATIONAL METROPOLITAN LIFE · EIN 06-0566090 / PN 001 | Pooled Separate Account | $116 | <0.1% |