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Original filing (PDF)20251001094327NAL0017639555001
CHMC ANESTHESIA FOUNDATION, INC.
Form 5500
FILING_RECEIVED
CHMC ANESTHESIA FOUNDATION, INC. 403(B) PLAN
403(b) retirement plan
Active participants
155
Accounts w/ balance
188
Plan assets (EOY)
$96.4M
Net assets (EOY)
$96.4M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHMC ANESTHESIA FOUNDATION, INC..
Plan sponsor
Name
CHMC ANESTHESIA FOUNDATION, INC.
EIN
04-2702169
Address
300 LONGWOOD AVENUE · BOSTON, MA · 022155724
Phone
(617) 919-1355
Industry
Offices of Physicians· 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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INST. OPER CO LLC | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
40 direct securities · 1 pooled fund· $96.4M(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
$96.3M
40 holdings
Pooled Separate Account
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $14.1M | 14.6% | |
| Fidelity | — | — | — | $12.9M | 13.4% | |
| Fidelity | — | — | — | $7.8M | 8.1% | |
| Fidelity | — | — | — | $6.2M | 6.4% | |
| Fidelity | — | — | — | $6.0M | 6.2% | |
| Fidelity | — | — | — | $6.0M | 6.2% | |
| Fidelity | — | — | — | $5.3M | 5.5% | |
| Fidelity | — | — | — | $4.9M | 5.1% | |
| Fidelity | — | — | — | $4.7M | 4.9% | |
| Fidelity | — | — | — | $4.5M | 4.7% | |
| Fidelity | — | — | — | $3.6M | 3.7% | |
| Lincoln | — | — | — | $3.3M | 3.4% | |
| Fidelity | — | — | — | $2.6M | 2.7% | |
| Fidelity | — | — | — | $2.1M | 2.2% | |
| Fidelity | — | — | — | $2.0M | 2.1% | |
| Fidelity | — | — | — | $1.4M | 1.5% | |
| Fidelity | — | — | — | $1.4M | 1.4% | |
| Fidelity | — | — | — | $1.2M | 1.2% | |
| Fidelity | — | — | — | $1.1M | 1.2% | |
| Fidelity | — | — | — | $858K | 0.9% | |
| Fidelity | — | — | — | $611K | 0.6% | |
| TIAA-CREF | — | — | — | $559K | 0.6% | |
| Fidelity | — | — | — | $522K | 0.5% | |
| Fidelity | — | — | — | $488K | 0.5% | |
| Fidelity | — | — | — | $472K | 0.5% | |
| Fidelity | — | — | — | $349K | 0.4% | |
| TIAA-CREF | — | — | — | $191K | 0.2% | |
| Fidelity | — | — | — | $179K | 0.2% | |
| TIAA-CREF | — | — | — | $177K | 0.2% | |
| Fidelity | — | — | — | $137K | 0.1% | |
| JP Morgan | — | — | — | $128K | 0.1% | |
| Fidelity | — | — | — | $113K | 0.1% | |
| TIAA-CREF | — | — | — | $98K | 0.1% | |
| Fidelity | — | — | — | $77K | <0.1% | |
| TIAA-CREF | — | — | — | $58K | <0.1% | |
| Principal | — | — | — | $50K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $31K | <0.1% | |
| TIAA-CREF | — | — | — | $8K | <0.1% | |
| TIAA-CREF | — | — | — | $6K | <0.1% | |
| BlackRock | — | — | — | $5K | <0.1% | |
| Fidelity | — | — | — | $4K | <0.1% |
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