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Original filing (PDF)20250915135425NAL0001875440001
SOUTHCOAST HOSPITALS GROUP, INC.
Form 5500
FILING_RECEIVED
SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN
403(b) retirement plan
Active participants
8,109
Accounts w/ balance
9,995
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHCOAST HOSPITALS GROUP, INC..
Plan sponsor
Name
SOUTHCOAST HOSPITALS GROUP, INC.
EIN
22-2592333
Address
101 PAGE ST. · NEW BEDFORD, MA · 02740
Phone
(508) 961-5129
Industry
Health Care & Social Assistancesee 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
2025-09-15
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $422K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | CONSULTANT | $147K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PPLC | 04-3499945 | — | AUDITOR | $21K | — |
Investments
22 direct securities · 1 pooled fund· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.1B
22 holdings
Pooled Separate Account
$142.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Val R6 | — | — | — | $187.0M | 16.4% | |
| MFS Massachusetts Investors Growth Stock R6 Fund " | — | — | — | $162.9M | 14.3% | |
| Transamerica Capital Preservation Option " | — | — | — | $142.2M | 12.5% | |
| TRANSAMERICA CAPITAL PRSVN FUND TRANSAMERICA LIFE INS. CO. · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $142.2M | 12.5% | |
| Fidelity 500 Index Fund " | — | — | — | $110.5M | 9.7% | |
| Dodge & Cox Income Fund " | — | — | — | $81.2M | 7.1% | |
| ClearBridge Appreciation IS Fund " | — | — | — | $56.3M | 5.0% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | — | — | — | $47.6M | 4.2% | |
| Fidelity US Bond Index Fund " | — | — | — | $45.4M | 4.0% | |
| Victory Sycamore Small Company Opportunity R6 Fund " | — | — | — | $45.1M | 4.0% | |
| BlackRock Inflation Protected Bond Fund " | — | — | — | $39.9M | 3.5% | |
| Fidelity Extended Market Index Fund " | — | — | — | $35.8M | 3.1% | |
| Fidelity Total International Index Fund " | — | — | — | $31.0M | 2.7% | |
| Parnassus Core Equity Institutional Fund " | — | — | — | $28.7M | 2.5% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | — | — | — | $25.5M | 2.2% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $24.2M | 2.1% | |
| PIMCO Low Duration Income Institutional Fund " | — | — | — | $22.8M | 2.0% | |
| Hartford World Bond R6 Fund " | — | — | — | $17.9M | 1.6% | |
| Vanguard Treasury Money Market Investor Fund " | — | — | — | $15.6M | 1.4% | |
| Schwab Personal Choice Retirement Accounts Self-directed brokerage accounts | — | — | — | $10.8M | 1.0% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $5.8M | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $5.7M | 0.5% | |
| Lincoln Financial General Account General account | — | — | — | $42K | <0.1% |