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Original filing (PDF)20231014083810NAL0070194610001
DARTMOUTH-HITCHCOCK CLINIC
Form 5500
FILING_RECEIVED
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
11,618
Accounts w/ balance
16,194
Plan assets (EOY)
$904.7M
Net assets (EOY)
$904.7M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARTMOUTH-HITCHCOCK CLINIC.
Plan sponsor
Name
DARTMOUTH-HITCHCOCK CLINIC
EIN
22-2519596
Address
ONE MEDICAL CENTER DRIVE · LEBANON, NH · 037560001
Phone
(603) 650-5000
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE | 52-1309931 | BALTIMORE, MD | NONE | $535K | — |
| TIAA | 13-1624203 | — | NONE | $191 | — |
Investments
2 pooled funds· $55.1M(6% 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.
Common Collective Trust
$53.8M
1 holding
Pooled Separate Account
$1.4M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T. ROWE PRICE STABLE VALUE FUND T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | $53.8M | 5.9% |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.4M | 0.2% |