New England Deaconess Association's EIN is 04-2104763.
Download the official 2024 Form 5500 (PDF) for New England Deaconess Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New England Deaconess Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC. | 84-4826355 | — | NONE | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FIDELITY 500 INDEX FD N/R | Mutual Funds | — | — | $2.4M | 11.4% | |
| John Hancock Investment JOHN HANCOCK MULTIMGR 2030 N/R | Other securities | — | — | $1.9M | 9.2% | |
| FUND BE Group Annuity Contract * Group Annuity Contract Standard Insurance Company N/R | Common Stocks | — | — | $1.8M | 8.9% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2040 N/R | Other securities | — | — | $1.7M | 8.0% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2025 N/R | Other securities | — | — | $1.5M | 7.2% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2050 N/R | Other securities | — | — | $1.3M | 6.4% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2035 N/R | Other securities | — | — | $1.3M | 6.3% | |
| Management LIFE R6 AllianceBernstein AB LARGE CAP GROWTH Z N/R | Other securities | — | — | $1.3M | 6.2% | |
| John Hancock Investment JOHN HANCOCK MULTIMGR 2020 N/R | Other securities | — | — | $1.2M | 5.8% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2045 N/R | Other securities | — | — | $1.0M | 5.1% | |
| Management LIFE R6 John Hancock Investment JHANCOCK MULTIMGR 2055 N/R | Other securities | — | — | $962K | 4.7% | |
| Fidelity Investments FIDELITY ADV TOTAL BOND FUND N/R | Mutual Funds | — | — | $575K | 2.8% | |
| Management LIFETIME R6 MFS Investment Management MFS INTL DIVERSIFICATION CL N/R | Mutual Funds | — | — | $415K | 2.0% | |
| R6 Columbia Threadneedle COLUMBIA DIVIDEND INCOME N/R | Other securities | — | — | $398K | 1.9% | |
| Investments US INST 3 John Hancock Investment JOHN HANCOCK MULTIMGR 2015 N/R | Other securities | — | — | $338K | 1.6% | |
| Stable Asset Fund A * Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $328K | 1.6% | |
| CL Z JP Morgan UNDISCOVERED MGRS N/R | Other securities | — | — | $239K | 1.2% | |
| Management LIFE R6 Fidelity Investments FIDELITY MID CAP INDEX N/R | Mutual Funds | — | — | $230K | 1.1% | |
| BEHAVIROL VAL R6 John Hancock Investment JHANCOCK MULTIMGR 2060 N/R | Other securities | — | — | $227K | 1.1% | |
| Virtus Investment Partners VIRTUS KAR SMALL CAP GWTH N/R | Other securities | — | — | $201K | 1.0% | |
| FD R6 Janus Henderson Investors JANUS HENDERSON BALANCED N/R | Mutual Funds | — | — | $156K | 0.8% | |
| FD CL N MFS Investment Management MFS MID CAP VALUE FD CL R6 N/R | Mutual Funds | — | — | $147K | 0.7% | |
| Management LIFETIME R6 Fidelity Investments FIDELITY SMALL CAP INDEX N/R | Mutual Funds | — | — | $144K | 0.7% | |
| PIMCO Income Institutional PIMCO INCM FD INST CL N/R | Mutual Funds | — | — | $143K | 0.7% | |
| JP Morgan JP MORGAN MID CAP GROWTH N/R | Other securities | — | — | $103K | 0.5% | |
| COHEN & STEERS COLLECT INVEST TRUST SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $47K | 0.2% | |
| Fidelity Investments FIDELITY US BOND INDEX FD N/R | Mutual Funds | — | — | $16K | <0.1% | |
| John Hancock Investment JOHN HANCOCK MULTIMGR 2010 N/R | Other securities | — | — | $8K | <0.1% | |
| Management LIFE R6 Fidelity Investments FIDELITY INTL INDEX FD N/R | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
