Original filing (PDF)20250404133242NAL0011865521001

WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

Name: WHITTIER STREET HEALTH CENTER COMMITTEE, INC. — EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC., Form 5500 (2023)
Creator: WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

Form 5500

FILING_RECEIVED

EMPLOYEE BENEFITS PLAN OF WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

170

Accounts w/ balance

253

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

How this plan invests

This plan

33 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

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITTIER STREET HEALTH CENTER COMMITTEE, INC..

Plan sponsor

Name

WHITTIER STREET HEALTH CENTER COMMITTEE, INC.

EIN

04-2619517

Address

1290 TREMONT STREET · ROXBURY, MA · 02120

Phone

(617) 427-1000

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-04

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDMP ASSURANCE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RISK PARADIGM GROUP, LLC	45-2703234	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$23K	—

Investments

33 pooled funds· $3.1M(91% 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.

Pooled Separate Account

$2.6M

31 holdings

Common Collective Trust

$476K

1 holding

Master Trust

$21K

1 holding

			% of plan
PRINCIPAL STABLE VALUE SGNTURE UNION BOND & TRUST COMPANY · EIN 93-6274328 / PN 001	Common Collective Trust	$476K	14.1%
PRIN LIFETIME 2035 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112	Pooled Separate Account	$454K	13.4%
PRIN LIETIME 2030 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077	Pooled Separate Account	$335K	9.9%
PRIN LIETIME 2040 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078	Pooled Separate Account	$287K	8.5%
PRIN LIFETIME 2025 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111	Pooled Separate Account	$240K	7.1%
PRIN LIFETIME 2045 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113	Pooled Separate Account	$225K	6.7%
PRIN LIETIME 2050SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079	Pooled Separate Account	$221K	6.5%
PRIN LIFETIME 2020 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076	Pooled Separate Account	$191K	5.7%
PRIN LIFETIME 2055 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114	Pooled Separate Account	$175K	5.2%
PRIN CAPITAL APPR SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119	Pooled Separate Account	$74K	2.2%
PRIN LIFETIME 2060 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130	Pooled Separate Account	$59K	1.7%
PRIN SAM BALANCED SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105	Pooled Separate Account	$54K	1.6%
PRIN MIDCAP S&P 400 IDX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$53K	1.6%
PRIN LIFETIME 2015 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110	Pooled Separate Account	$45K	1.3%
PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$43K	1.3%
PRIN SAM STRAT GROWTH SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109	Pooled Separate Account	$25K	0.8%
PRIN CORE PLUS BOND SEP ACT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Master Trust	$21K	0.6%
PRIN EQUITY INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	$20K	0.6%
PRIN LIFETIME STRAT INC SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080	Pooled Separate Account	$17K	0.5%
PRIN CORE FIX INC SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	$11K	0.3%
PRIN LIFETM 2065 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173	Pooled Separate Account	$9K	0.3%
PRIN MIDCAP GROWTH SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021	Pooled Separate Account	$7K	0.2%
PRIN SMCAP S&P 600 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$5K	0.2%
PRIN MIDCAP VALUE I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043	Pooled Separate Account	$5K	0.2%
PRIN DIVERSIFIED INTL SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	$4K	0.1%
PRIN LARGECAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	$4K	0.1%
PRIN REAL ESTATE SECS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	$3K	<0.1%
PRIN SMCAP SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029	Pooled Separate Account	$3K	<0.1%
PRIN SMALLCAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070	Pooled Separate Account	$2K	<0.1%
PRIN SAM FLEXIBLE INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108	Pooled Separate Account	$885	<0.1%
PRIN GLBL EMERG MARKETS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013	Pooled Separate Account	$791	<0.1%
PRIN SAM CONS BALANCED SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106	Pooled Separate Account	$461	<0.1%
PRIN LIFETIME 2010 SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 075	Pooled Separate Account	$0	<0.1%