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Original filing (PDF)20250801114027NAL0012411762001
BLUEBIRD BIO, INC.
Form 5500
FILING_RECEIVED
BLUEBIRD BIO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
272
Accounts w/ balance
787
Plan assets (EOY)
$82.6M
Net assets (EOY)
$82.6M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUEBIRD BIO, INC..
Plan sponsor
Name
BLUEBIRD BIO, INC.
EIN
13-3680878
Address
455 GRAND UNION BLVD · SOMERVILLE, MA · 02145
Phone
(339) 499-9300
Industry
Professional & Technical Servicessee 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
2025-08-01
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON OCONNOR FERON & CARUCCI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $91K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 04-3422848 | — | ADVISOR | $37K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
38 direct securities · 1 pooled fund· $80.5M(98% 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
$79.9M
38 holdings
Common Collective Trust
$684K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund - Investor Class Mutual fund n/a | — | — | — | $12.7M | 15.4% | |
| Fidelity Freedom Index 2040 Fund - Investor Class Mutual fund n/a | — | — | — | $11.2M | 13.6% | |
| Fidelity Freedom Index 2055 Fund - Investor Class Mutual fund n/a | — | — | — | $8.8M | 10.7% | |
| Fidelity Freedom Index 2050 Fund - Investor Class Mutual fund n/a | — | — | — | $7.8M | 9.5% | |
| Vanguard Growth Index Fund Admiral Shares Mutual fund n/a | — | — | — | $5.7M | 6.9% | |
| Fidelity 500 Index Fund - Premium Class Mutual fund n/a | — | — | — | $5.2M | 6.3% | |
| Fidelity Total Market Index Fund - Premium Class Mutual fund n/a | — | — | — | $3.7M | 4.5% | |
| Fidelity Freedom Index 2030 Fund - Investor Class Mutual fund n/a | — | — | — | $3.3M | 4.0% | |
| Fidelity Freedom Index 2060 Fund - Investor Class Mutual fund n/a | — | — | — | $2.9M | 3.6% | |
| Fidelity Freedom Index 2035 Fund - Investor Class Mutual fund n/a | — | — | — | $2.9M | 3.5% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual fund n/a | — | — | — | $2.0M | 2.4% | |
| Fidelity International Index Fund - Premium Class Mutual fund n/a | — | — | — | $1.5M | 1.8% | |
| Dodge & Cox Income Fund Mutual fund n/a | — | — | — | $1.4M | 1.7% | |
| Fidelity Mid Cap Index Fund - Premium Class Mutual fund n/a | — | — | — | $1.1M | 1.3% | |
| Fidelity Freedom Index 2025 Fund - Investor Class Mutual fund n/a | — | — | — | $923K | 1.1% | |
| Fidelity Small Cap Index Fund - Premium Class Mutual fund n/a | — | — | — | $918K | 1.1% | |
| MFS New Discovery Value Fund Class R6 Mutual fund n/a | — | — | — | $757K | 0.9% | |
| American Funds American Balanced Fund Class R-6 Mutual fund n/a | — | — | — | $709K | 0.9% | |
| MFS Mid-Cap Growth Fund Class R6 Mutual fund n/a | — | — | — | $699K | 0.8% | |
| Fidelity Management Trust Company Managed Income Portfolio Class 1 Common collective trust n/a | — | — | — | $684K | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $684K | 0.8% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual fund n/a | — | — | — | $651K | 0.8% | |
| Vanguard Explorer Fund Admiral Shares Mutual fund n/a | — | — | — | $528K | 0.6% | |
| Participant Loans Participant loans varies 4.25%-9.50% n/a -0- | — | — | — | $458K | 0.6% | |
| Fidelity Freedom Index 2065 Fund - Investor Class Mutual fund n/a | — | — | — | $456K | 0.6% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual fund n/a | — | — | — | $390K | 0.5% | |
| Victory RS Global Fund Class R6 Mutual fund n/a | — | — | — | $367K | 0.4% | |
| Fidelity Diversified International K6 Mutual fund n/a | — | — | — | $366K | 0.4% | |
| Vanguard Wellesley Income Fund Admiral Shares Mutual fund n/a | — | — | — | $321K | 0.4% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual fund n/a | — | — | — | $258K | 0.3% | |
| American Funds New World R6 Mutual fund n/a | — | — | — | $248K | 0.3% | |
| PIMCO Short-Term Fund Institutional Class Mutual fund n/a | — | — | — | $197K | 0.2% | |
| Cohen & Steers Instl Realty Shares Mutual fund n/a | — | — | — | $183K | 0.2% | |
| Fidelity Short-Term Treasury Bond Index Fund - Premium Class Mutual fund n/a | — | — | — | $119K | 0.1% | |
| Fidelity GNMA Fund Mutual fund n/a | — | — | — | $114K | 0.1% | |
| Fidelity Freedom Index 2020 Fund - Investor Class Mutual fund n/a | — | — | — | $89K | 0.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares Mutual fund n/a | — | — | — | $78K | <0.1% | |
| Fidelity Freedom Index Income Fund - Investor Class Mutual fund n/a | — | — | — | $32K | <0.1% | |
| Fidelity Freedom Index 2015 Fund - Investor Class Mutual fund n/a | — | — | — | $9K | <0.1% |