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Original filing (PDF)20251007113604NAL0002427971001
SOUTH SHORE HOSPITAL, INC.
Form 5500
FILING_RECEIVED
SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
6,459
Accounts w/ balance
10,668
Plan assets (EOY)
$726.9M
Net assets (EOY)
$726.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH SHORE HOSPITAL, INC..
Plan sponsor
Name
SOUTH SHORE HOSPITAL, INC.
EIN
04-2769210
Address
141 LONGWATER DRIVE · SUITE 201 · NORWELL, MA · 02061
Phone
(781) 624-8400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $564K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
Investments
26 direct securities· $715.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party or Maturity Value Cost ** Value Vanguard Institutional Index | — | — | — | $79.6M | 10.9% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $60.3M | 8.3% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $59.8M | 8.2% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $54.5M | 7.5% | |
| MFS Massachusetts Investors Gr Stk R6 | — | — | — | $44.5M | 6.1% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $43.0M | 5.9% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $42.7M | 5.9% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $38.8M | 5.3% | |
| Fidelity Total Bond K6 | — | — | — | $33.7M | 4.6% | |
| Vanguard Small Cap Index Inst | — | — | — | $31.4M | 4.3% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $30.9M | 4.2% | |
| Vanguard Mid Cap Index Instl | — | — | — | $29.2M | 4.0% | |
| Vanguard Treasury Money Market Investor | — | — | — | $22.0M | 3.0% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $20.8M | 2.9% | |
| MFS International Diversification R6 | — | — | — | $20.5M | 2.8% | |
| Vanguard Total Bond Market Index Instl | — | — | — | $19.2M | 2.6% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $18.2M | 2.5% | |
| New York Life NYL Guaranteed Interest Account | — | — | — | $16.4M | 2.3% | |
| Vanguard Total International Stock Index Instl | — | — | — | $14.2M | 1.9% | |
| Participants loans Interest rates of 4.25% to 9.50% - | — | — | — | $13.0M | 1.8% | |
| JPMorgan Equity Income R6 | — | — | — | $10.7M | 1.5% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | — | — | — | $4.4M | 0.6% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $3.9M | 0.5% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $2.2M | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities I | — | — | — | $1.8M | 0.2% | |
| Transamerica Financial Life Insurance Co. Insurance Company/General Account | — | — | — | $463K | <0.1% |