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Original filing (PDF)20251003081157NAL0001143025001
BAYSTATE HEALTH, INC
Form 5500
FILING_RECEIVED
BAYSTATE HEALTH, INC RETIREMENT PLAN
401(k) retirement plan
Active participants
13,905
Accounts w/ balance
17,067
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
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 BAYSTATE HEALTH, INC.
Plan sponsor
Name
BAYSTATE HEALTH, INC
EIN
04-2105941
Address
280 CHESTNUT STREET · SPRINGFIELD, MA · 01199
Phone
(413) 794-7700
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
2025-10-03
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEYERS BROTHERS KALICKA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $671K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $100K | — |
| TOWERS WATSON INVESTMENT SERVICES, | 52-1868818 | — | INVESTMENT ADVISOR | $96K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $59K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.