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Original filing (PDF)20241015124014NAL0028450737001
NEW ENGLAND BAPTIST HOSPITAL
Form 5500
FILING_RECEIVED
NEW ENGLAND BAPTIST HOSPITAL 403(B) PLAN
403(b) retirement plan
Signals · 1
7 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
9 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)
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 NEW ENGLAND BAPTIST HOSPITAL.
Plan sponsor
Name
NEW ENGLAND BAPTIST HOSPITAL
EIN
04-2103612
Address
125 PARKER HILL AVENUE · BOSTON, MA · 02120
Phone
(617) 754-5000
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
BETH ISRAEL LAHEY HEALTH, INC. RETIREMENT PLANS COMMITTEE
EIN
83-2671600
City
CAMBRIDGE, MA
Phone
(617) 278-8800
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID. INV. INST. OPS. CO. | 04-2647786 | — | RECORDKEEPER | $20K | — |
| METLIFE | 06-0566090 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | AUDIT | $25K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERRILL DANA LLP | 01-0176117 | — | LEGAL | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM TOWERS US LLC | 53-0181291 | — | ADMIN | $87K | — |
| NEPC | 26-1429809 | — | ADMIN | $7K | — |
Investments
9 pooled funds· $0
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 |
|---|---|---|---|
| MONEY MARKET ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 025 | Pooled Separate Account | $0 | — |
| DIVERSIFIED BOND ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 083 | Pooled Separate Account | $0 | — |
| GOVERNMENT INCOME ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 084 | Pooled Separate Account | $0 | — |
| CONSERVATIVE BALANCED THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 087 | Pooled Separate Account | $0 | — |
| FLEXIBLE MANAGED ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 086 | Pooled Separate Account | $0 | — |
| STOCK INDEX ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 070 | Pooled Separate Account | $0 | — |
| EQUITY ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 069 | Pooled Separate Account | $0 | — |
| GLOBAL ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 071 | Pooled Separate Account | $0 | — |
| MEDLEY CAPITAL GROWTH ACCOUNT THE PRUDENTIAL LIFE INSURANCE CO. OF AMERICA · EIN 22-1211670 / PN 005 | Pooled Separate Account | $0 | — |