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Original filing (PDF)20251015111934NAL0002314227001
TUFTS MEDICAL CENTER, INC.
Form 5500
FILING_RECEIVED
TUFTS MEDICAL CENTER, INC. RETIREMENT PROGRAM - PARTICIPANT CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
281
Accounts w/ balance
0
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TUFTS MEDICINE, INC. MASTER TRUST (extraction pending)]" is 100% of plan.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUFTS MEDICAL CENTER, INC..
Plan sponsor
Name
TUFTS MEDICAL CENTER, INC.
EIN
04-3400617
Address
800 WASHINGTON STREET, BOX 860 · BOSTON, MA · 021111526
Phone
(617) 636-5000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $94K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $22K | — |
Investments
2 pooled funds· $28.2M(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.
Master Trust
$28.1M
1 holding
Common Collective Trust
$65K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TUFTS MEDICINE, INC. MASTER TRUST TUFTS MEDICINE, INC. · EIN 04-2374071 / PN 001 | Master Trust | — | — | $28.1M | 99.8% | |
| EB TEMP INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $65K | 0.2% |