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Original filing (PDF)20250714081903NAL0001155664001
CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.
Form 5500
FILING_RECEIVED
CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION 403B PLAN
403(b) retirement plan
Active participants
564
Accounts w/ balance
1,127
Plan assets (EOY)
$245.2M
Net assets (EOY)
$245.2M
How this plan invests
This plan
33 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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC..
Plan sponsor
Name
CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.
EIN
04-3167608
Address
350 MAIN STREET · 5TH FLOOR · MALDEN, MA · 02148
Phone
(617) 591-4532
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $4K | — |
Broker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | BROKER | $27K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $414 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $15K | — |
Investments
29 direct securities· $256.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Fund " | — | — | — | $43.4M | 17.7% | |
| T. Rowe Price All-Cap Opportunities Inv Fund " | — | — | — | $25.7M | 10.5% | |
| Vanguard Extended Market Index I Fund " | — | — | — | $21.3M | 8.7% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $19.4M | 7.9% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $17.5M | 7.1% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $16.2M | 6.6% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $13.0M | 5.3% | |
| Nuveen Social Choice Eq Instl | — | — | — | $10.9M | 4.5% | |
| Nuveen Large Cap Responsible Equity R6 Fund " | — | — | — | $10.9M | 4.5% | |
| MFS Val R3 | — | — | — | $8.9M | 3.6% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $8.5M | 3.4% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $7.5M | 3.0% | |
| Charles Schwab Personal Choice Retirement Account Self-directed brokerage accounts | — | — | — | $7.1M | 2.9% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | — | — | — | $6.7M | 2.7% | |
| Dodge & Cox Income X Fund " | — | — | — | $6.5M | 2.7% | |
| Vanguard Total Bond Market Index I Fund " | — | — | — | $5.8M | 2.4% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $5.8M | 2.3% | |
| Transamerica Government Money Market R4 Fund " | — | — | — | $4.8M | 1.9% | |
| Vanguard Total International Stock Index I Fund " | — | — | — | $4.6M | 1.9% | |
| Transamerica Guaranteed Investment Option Guaranteed insurance contract | — | — | — | $3.5M | 1.4% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $3.4M | 1.4% | |
| Vanguard Inflation Protected Securities Adm Fund " | — | — | — | $1.4M | 0.6% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $1.3M | 0.5% | |
| T. Rowe Price Retirement 2010 Fund " | — | — | — | $787K | 0.3% | |
| Participant Loans (4.25%-9.50%) - | — | — | — | $398K | 0.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $398K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $341K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund " ** 183 T. Rowe Price Retirement Balanced Fund " | — | — | — | $327K | 0.1% | |
| DFA International Sustainability Core 1 Fund " | — | — | — | $105K | <0.1% |