Original filing (PDF)20231016161426NAL0026140435001

CIRCLE HEALTH, INC.

Name: CIRCLE HEALTH, INC. — PENSION PLAN OF CIRCLE HEALTH, INC., Form 5500 (2022)
Creator: CIRCLE HEALTH, INC.

Form 5500

FILING_RECEIVED

PENSION PLAN OF CIRCLE HEALTH, INC.

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

318

Accounts w/ balance

—

Plan assets (EOY)

$59.9M

Net assets (EOY)

$59.9M

How this plan invests

This plan

9 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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRCLE HEALTH, INC..

Plan sponsor

Name

CIRCLE HEALTH, INC.

EIN

22-2579798

Address

295 VARNUM AVENUE · LOWELL, MA · 018542134

Phone

(978) 937-6000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MAYER HOFFMAN MCCANN P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLACKROCK	94-3112180	—	NONE	$44K	—
STATE STREET GLOBAL ADVISORS TRUST	81-4017137	—	NONE	$7K	—
WELLINGTON TRUST COMPANY, N.A.	04-2755549	—	NONE	$7K	—

Data / Research / Other vendors

Investments

9 pooled funds· $24.8M(41% 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.

			% of plan
IR&M LONG CREDIT FUND LLC INCOME RESEARCH & MANAGEMENT · EIN 46-1964829 / PN 001	Common Collective Trust	$6.7M	11.1%
FTSE RAFI US 1000 INDX NL CTF CM9M BLACKROCK · EIN 46-3219119 / PN 001	Common Collective Trust	$4.7M	7.9%
20+ YEAR U.S. TREASURY STRIPS INDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 038	Common Collective Trust	$3.7M	6.1%
WTC CIF II US INVESTMENT WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 189	Common Collective Trust	$3.4M	5.7%
CIF SMALL CAP 2000 WELLINGNTON TRUST COMPANY, NA · EIN 04-2767481 / PN 057	Common Collective Trust	$2.6M	4.4%
SSGA MSCI EAFE 100 PERCENT HEDGED STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 455	Common Collective Trust	$2.4M	4.0%
WTC-CTF OPPORTUNISTIC FIXED INCOME WELLINGTON TRUST COMPANY, NA · EIN 90-6110062 / PN 001	Common Collective Trust	$721K	1.2%
EB TEMPORARY INVESTMENT BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023	Common Collective Trust	$510K	0.9%
STATE STREET RUSSELL 3000(R) INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 042	Common Collective Trust	$0	<0.1%