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Original filing (PDF)20251015111612NAL0002201507001
TUFTS MEDICAL CENTER, INC.
Form 5500
FILING_RECEIVED
TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B)
403(b) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
1,702
Accounts w/ balance
2,743
Plan assets (EOY)
$372.5M
Net assets (EOY)
$372.5M
How this plan invests
This plan
1 pooled trust
Schedule D
88 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
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
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $58K | — |
| FIDELITY INVSTS INSTL OPER CO, LLC. | 04-2647786 | — | NONE | $50K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $48K | — |
| SAGE VIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $45K | — |
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | NONE | $31K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | NONE | $10K | — |
| LION STREET ADVISORS, LLC | 80-0946231 | — | NONE | $10K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | NONE | $1K | — |
| UNUM LIFE INS. CO. OF AMERICA | 01-0278678 | — | NONE | $0 | — |
Investments
86 direct securities · 1 pooled fund· $392.0M(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
$390.9M
86 holdings
Pooled Separate Account
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K Fund Mutual Fund | — | — | — | $36.8M | 9.9% | |
| Fidelity Contrafund K6 Fund Mutual Fund | — | — | — | $32.6M | 8.8% | |
| American Funds International Fund Variable Rate Annuity 726 Total Variable Rate Annuities | — | — | — | $30.7M | 8.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $29.4M | 7.9% | |
| Vanguard Institutional Target Retirement 2030 Fund Mutual Fund | — | — | — | $26.0M | 7.0% | |
| Vanguard Institutional Target Retirement 2025 Fund Mutual Fund | — | — | — | $25.3M | 6.8% | |
| Vanguard Institutional Target Retirement 2035 Fund Mutual Fund | — | — | — | $17.9M | 4.8% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual Fund | — | — | — | $14.9M | 4.0% | |
| CREF Stock R2 Account Variable Rate Annuity | — | — | — | $14.0M | 3.8% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual Fund | — | — | — | $13.8M | 3.7% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual Fund | — | — | — | $11.4M | 3.1% | |
| Vanguard Institutional Target Retirement 2060 Fund Mutual Fund | — | — | — | $11.2M | 3.0% | |
| TIAA Traditional Non Benefit Responsive Fixed Rate Annuity | — | — | — | $10.2M | 2.7% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $8.6M | 2.3% | |
| TIAA Traditional Benefit Responsive Account Fixed Rate Annuity | — | — | — | $8.1M | 2.2% | |
| Dodge & Cox Income X Mutual Fund | — | — | — | $8.0M | 2.2% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual Fund | — | — | — | $7.4M | 2.0% | |
| CREF Growth R2 Fund Variable Rate Annuity | — | — | — | $6.1M | 1.6% | |
| MFS Mid Cap Value Fund Mutual Fund | — | — | — | $5.9M | 1.6% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund | — | — | — | $5.6M | 1.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $5.0M | 1.3% | |
| Lincoln Fixed Account Fixed Rate Annuity | — | — | — | $4.9M | 1.3% | |
| MFS Value R6 Fund Mutual Fund | — | — | — | $4.6M | 1.2% | |
| PIMCO Income Institutional Class Fund Mutual Fund | — | — | — | $3.8M | 1.0% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual Fund | — | — | — | $3.7M | 1.0% | |
| Vanguard Institutional Target Retirement Income Fund Mutual Fund | — | — | — | $3.4M | 0.9% | |
| CREF Equity Index R2 Fund Variable Rate Annuity | — | — | — | $3.3M | 0.9% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $3.1M | 0.8% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $3.0M | 0.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $2.8M | 0.7% | |
| Fidelity Low-Priced Stock K6 Fund Mutual Fund | — | — | — | $2.7M | 0.7% | |
| Seafarer Overseas Growth and Income Fund Institutional Class Mutual Fund | — | — | — | $2.6M | 0.7% | |
| CREF Global Equities R2 Fund Variable Rate Annuity | — | — | — | $2.4M | 0.6% | |
| Lincoln Fixed Annuity Fund Fixed Rate Annuity | — | — | — | $2.0M | 0.6% | |
| American Funds Washington Mutual Investors Class A Fun Mutual Fund | — | — | — | $1.7M | 0.5% | |
| Participant Loans (Interest Rate 4.25% - 9.25%) -0- | — | — | — | $1.5M | 0.4% | |
| American Funds The Growth of America Class A Fund Mutual Fund | — | — | — | $1.5M | 0.4% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | — | — | — | $1.3M | 0.4% | |
| CREF Social Choice R2 Fund Variable Rate Annuity | — | — | — | $1.3M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.0M | 0.3% | |
| BNY Mellon Opportunistic Midcap Value Fund Class A Mutual Fund | — | — | — | $951K | 0.3% | |
| Macquarie Mid Cap Growth Fund Class I Mutual Fund | — | — | — | $944K | 0.3% | |
| CREF Bond Market R2 Fund Variable Rate Annuity | — | — | — | $910K | 0.2% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $811K | 0.2% | |
| Touchstone Small Company Class A Fund Mutual Fund | — | — | — | $776K | 0.2% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $736K | 0.2% | |
| Fidelity Growth Portfolio Fund Variable Rate Annuity | — | — | — | $696K | 0.2% | |
| PIMCO Total Return Administrative Class Fund Mutual Fund | — | — | — | $525K | 0.1% | |
| CREF Money Market R2 Account Variable Rate Annuity | — | — | — | $503K | 0.1% | |
| MFS Core Equity Class A Fund Mutual Fund | — | — | — | $491K | 0.1% | |
| CREF Inflation-Linked Bond R2 Fund Variable Rate Annuity | — | — | — | $440K | 0.1% | |
| Nuveen Large Cap Value Retire Mutual Fund | — | — | — | $434K | 0.1% | |
| MFS Total Return Class A Fund Mutual Fund | — | — | — | $346K | <0.1% | |
| American Funds Europacific Growth Class A Fund Mutual Fund | — | — | — | $329K | <0.1% | |
| LVIP SSGA S&P 500 Index Fund Variable Rate Annuity | — | — | — | $318K | <0.1% | |
| Goldman Sachs Small Cap Value Insights Class A Fund Mutual Fund | — | — | — | $304K | <0.1% | |
| Nuveen Lifecycle 2025 Retire Mutual Fund | — | — | — | $259K | <0.1% | |
| Nuveen Internaional Equity Retire Mutual Fund | — | — | — | $258K | <0.1% | |
| Invesco Global Mutual Fund | — | — | — | $255K | <0.1% | |
| Nuveen Lifecycle 2035 Retire Mutual Fund | — | — | — | $200K | <0.1% | |
| Nuveen Quant Sm Cp Eq Retire Mutual Fund | — | — | — | $168K | <0.1% | |
| Nuveen Lifecycle 2015 Retire Mutual Fund | — | — | — | $155K | <0.1% | |
| Nuveen Lifecycle 2030 Retire Mutual Fund | — | — | — | $141K | <0.1% | |
| LVIP T. Rowe Price Structured Fund Variable Rate Annuity | — | — | — | $135K | <0.1% | |
| Nuveen Lifecycle 2010 Retire Mutual Fund | — | — | — | $131K | <0.1% | |
| Nuveen Mid Cap Value Retire Mutual Fund | — | — | — | $131K | <0.1% | |
| DWS Core Equity Mutual Fund | — | — | — | $105K | <0.1% | |
| LVIP SSGA Small Cap Index Fund Variable Rate Annuity | — | — | — | $82K | <0.1% | |
| LVIP Macquarie Social Awareness Fund Variable Rate Annuity | — | — | — | $80K | <0.1% | |
| Fidelity Contrafund Portfolio Fund Variable Rate Annuity | — | — | — | $64K | <0.1% | |
| DWS Equity 500 Index Fund - S Mutual Fund | — | — | — | $63K | <0.1% | |
| LVIP American Century Balanced Fund Variable Rate Annuity | — | — | — | $54K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $49K | <0.1% | |
| DWS CROCI International Fund Mutual Fund | — | — | — | $47K | <0.1% | |
| Nuveen Mid Cap Growth Retire Mutual Fund | — | — | — | $38K | <0.1% | |
| T.Rowe Price International Stock Fund Variable Rate Annuity | — | — | — | $35K | <0.1% | |
| LVIP Baron Growth Opportunities Fund Variable Rate Annuity | — | — | — | $31K | <0.1% | |
| LVIP Dimensional US Core Equity Fund Variable Rate Annuity | — | — | — | $30K | <0.1% | |
| Janus Henderson Global Research Fund Variable Rate Annuity | — | — | — | $28K | <0.1% | |
| Fidelity Equity Income Fund Variable Rate Annuity | — | — | — | $22K | <0.1% | |
| Nuveen Lifecycle 2020 Retire Mutual Fund | — | — | — | $21K | <0.1% | |
| Fidelity Asset Manager Fund Variable Rate Annuity | — | — | — | $19K | <0.1% | |
| AB VPS Global Thematic Growth Fund Variable Rate Annuity | — | — | — | $8K | <0.1% | |
| American Funds Global Growth Fund Variable Rate Annuity | — | — | — | $6K | <0.1% | |
| Nuveen Lifecycle 2040 Retire Mutual Fund | — | — | — | $2K | <0.1% | |
| LVIP Macquarie US REIT Fund Variable Rate Annuity | — | — | — | $2K | <0.1% | |
| LVIP Mondrian International Value fund Variable Rate Annuity | — | — | — | $1K | <0.1% |