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Original filing (PDF)20250603165539NAL0010839457001
CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC. PROFIT-SHARING PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC..
Plan sponsor
Name
CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC.
EIN
04-2764370
Address
300 LONGWOOD AVENUE, BADER 273 · BOSTON, MA · 021155724
Phone
(617) 355-7930
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
3F · Sponsor used leased employees
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 providersRelated plans
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