Back to filter
Original filing (PDF)20251014125410NAL0006018690001
FMR LLC
Form 5500
FILING_RECEIVED
FIDELITY GROUP EMPLOYEES SHORT-TERM DISABILITY PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
68,558
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 FMR LLC.
Plan sponsor
Name
FMR LLC
EIN
04-3532603
Address
245 SUMMER STREET V4E · BOSTON, MA · 02210
Phone
(617) 563-1746
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
530
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PRUDENTIAL INSURANCE COMPANY OF | 22-1211670 | — | CONTRACT ADMINISTRATOR | $3.7M | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using THE PRUDENTIAL INSURANCE COMPANY OF
MENASHA CORPORATION
MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$692.6M · 5,756 participants
BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLAN
INSULATORS LOCAL NO. 2 PENSION PLAN
$205.8M · 421 participants
HENKEL OF AMERICA, INC.
HENKEL DEFINED CONTRIBUTION MASTER TRUST
$146.6M
DIGITAL INTELLIGENCE SYSTEMS, LLC (DISYS)
PRINCETON INFORMATION LTD EMPLOYEE SAVINGS &
$26.8M · 233 participants
AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA
AGENCY FOR COMMUNITY EMPOWERMENT OF NEPA 403(B) PLAN
$10.5M · 274 participants
CALIFORNIA STEEL INDUSTRIES, INC.
CALIFORNIA STEEL INDUSTRIES, INC 401K SAVINGS PLAN
$0
Similar-size Finance & Insurance plans
KENSINGTON CA, LLC
KENSINGTON CA 401(K) PROFIT SHARING PLAN
$0
PASCOADVISERS
PASCOADVISERS 401(K) PLAN
$0
ABELEE INC
ABELEE INC 401(K)
$0
LZC INVESTMENTS LLC
LZC INVESTMENTS LLC 401(K) PLAN
$0
NEWSTREAM CAPITAL PARTNERS
NEWSTREAM CAPITAL PARTNERS 401(K) PLAN
$0
PROPELLER, INC.
PROPELLER, INC. RETIREMENT SAVINGS PLAN
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B