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Original filing (PDF)20260317111825NAL0001747411001
VISITING NURSE ASSOCIATION OF BOSTON, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION, INC.
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
178
Accounts w/ balance
284
Plan assets (EOY)
$40.5M
Net assets (EOY)
$40.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISITING NURSE ASSOCIATION OF BOSTON, INC..
Plan sponsor
Name
VISITING NURSE ASSOCIATION OF BOSTON, INC.
EIN
04-2105800
Address
67 MILLBROOK STREET · 500 NORTH 5TH FLOOR · WORCESTER, MA · 01606
Phone
(781) 535-5341
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
2026-03-17
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $4K | — |
Investments
55 direct securities · 2 pooled funds· $75.3M(100% 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.
Uncategorized
$40.5M
55 holdings
Pooled Separate Account
$34.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $29.8M | 73.5% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $7.4M | 18.3% | |
| Mutual of America Clear Passage 2030 Fund | — | — | — | $6.5M | 16.0% | |
| CR24910 LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 000 | Pooled Separate Account | — | — | $5.0M | 12.4% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $4.5M | 11.0% | |
| Lincoln Multifund Fixed Account | — | — | — | $3.9M | 9.6% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $2.3M | 5.8% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $2.2M | 5.5% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $1.9M | 4.6% | |
| Mutual of America Interest Accumulation Account | — | — | — | $1.8M | 4.6% | |
| Mutual of America Retirement Income Fund | — | — | — | $1.8M | 4.4% | |
| LVIP Dimensional U.S. Core Equity 1 | — | — | — | $913K | 2.3% | |
| LVIP Delaware Social Awareness | — | — | — | $790K | 1.9% | |
| LVIP SSGA S&P 500 Index | — | — | — | $769K | 1.9% | |
| LVIP Blackrock Dividend Value Management Volatility | — | — | — | $724K | 1.8% | |
| LVIP Delaware Mid Cap Value Fund | — | — | — | $642K | 1.6% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $479K | 1.2% | |
| Mutual of America Equity Index Fund | — | — | — | $441K | 1.1% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $409K | 1.0% | |
| Calvert VP SRI Balanced Portfolio | — | — | — | $352K | 0.9% | |
| LVIP Blended Large-Cap Growth Managed Volatility | — | — | — | $351K | 0.9% | |
| Mutual of America U.S. Government Money Market Fund | — | — | — | $258K | 0.6% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $252K | 0.6% | |
| LVIP JPMorgan Retirement Income Fund | — | — | — | $148K | 0.4% | |
| LVIP Mondrian International Value | — | — | — | $142K | 0.4% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $126K | 0.3% | |
| LVIP Delaware SMID Cap Core Series | — | — | — | $106K | 0.3% | |
| American Funds International Fund ** 138 Delaware VIP Small Cap Value ** 637 Fidelity VIP Contrafund ** 923 Fidelity VIP Growth | — | — | — | $106K | 0.3% | |
| LVIP T. Rowe Price Structured Mid-Cap | — | — | — | $101K | 0.3% | |
| MFS Utilities Fund | — | — | — | $94K | 0.2% | |
| Mutual of America Clear Passage 2015 Fund | — | — | — | $93K | 0.2% | |
| Mutual of America Clear Passage 2065 Fund ** 41 * Mutual of America Conservative Allocation | — | — | — | $93K | 0.2% | |
| Mutual of America Mid-Cap Equity Index | — | — | — | $90K | 0.2% | |
| LVIP Delaware Wealth Builder Fund | — | — | — | $88K | 0.2% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $86K | 0.2% | |
| Vanguard VIF Diversified Value Portfolio | — | — | — | $75K | 0.2% | |
| Mutual of America Moderate Allocation | — | — | — | $64K | 0.2% | |
| Fidelity VIP Equity-Income Portfolio | — | — | — | $58K | 0.1% | |
| Mutual of America All America Fund | — | — | — | $50K | 0.1% | |
| DWS Capital Growth VIP | — | — | — | $49K | 0.1% | |
| Fidelity VIP Mid-Cap Portfolio | — | — | — | $44K | 0.1% | |
| Vanguard VIF International Portfolio | — | — | — | $38K | <0.1% | |
| Mutual of America Intermediate Bond Fund ** 112 * Mutual of America International Fund | — | — | — | $32K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio | — | — | — | $27K | <0.1% | |
| American Century Investments VP Capital Appreciation Fund ** $ 204 American Funds Insurance Series New World Fund | — | — | — | $27K | <0.1% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $23K | <0.1% | |
| LVIP Delaware Value Series | — | — | — | $21K | <0.1% | |
| Mutual of America Small-Cap Value Fund | — | — | — | $19K | <0.1% | |
| LVIP Delaware Bond | — | — | — | $14K | <0.1% | |
| Mutual of America Core Bond Fund | — | — | — | $13K | <0.1% | |
| Mutual of America Small-Cap Growth Fund | — | — | — | $12K | <0.1% | |
| Mutual of America Mid-Cap Value Fund | — | — | — | $10K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $9K | <0.1% | |
| Invesco V.I. Main Street Fund | — | — | — | $9K | <0.1% | |
| PIMCO VIT Real Return Portfolio | — | — | — | $5K | <0.1% | |
| LVIP Delaware Diversified Income SE | — | — | — | $4K | <0.1% | |
| Fidelity VIP Asset Manager Portfolio | — | — | — | $4K | <0.1% |