· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPECTRUM HEALTH SYSTEMS, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730145223NAL0008479154001
SPECTRUM HEALTH SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC.
401(k) retirement plan
Active participants
25
Accounts w/ balance
21
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPECTRUM HEALTH SYSTEMS, INC.
.
Find decision makers
Plan sponsor
Name
SPECTRUM HEALTH SYSTEMS, INC.
EIN
04-2478978
Address
149 OAK STREET · WESTBOROUGH, MA · 01581
Phone
(508) 792-5400
Industry
Health Care & Social Assistance
see 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
2025-07-30
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
COMMUNITY PROGRAMS, INC.
COMMUNITY PROGRAMS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 138 participants
LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC.
LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN
$4.0M · 238 participants
OPTIONS MINNESOTA, INC.
OPTIONS MINNESOTA, INC. 401(K) PLAN
$4.1M · 302 participants
SUNSHINE BEHAVIORAL HEALTH GROUP
SUNSHINE BEHAVIORAL HEALTH GROUP LLC 401(K) PLAN
$4.1M · 246 participants
COMMUNITY DRUG BOARD, INC.
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.
403(B) THRIFT PLAN OF COMMUNITY DRUG BOARD, INC.
$4.1M · 176 participants
CULTIVATE BEHAVIORAL MANAGEMENT CORP.
CULTIVATE BEHAVIORAL MANAGEMENT 401(K) PLAN
$4.0M · 665 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
