Elizabeth Barker signed Southcoast Hospitals Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southcoast Hospitals Group, Inc.'s EIN is 22-2592333.
Download the official 2024 Form 5500 (PDF) for Southcoast Hospitals Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southcoast Hospitals Group, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $422K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | CONSULTANT | $147K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PPLC | 04-3499945 | — | AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Value R6 Fund " | Mutual Funds | — | — | $187.0M | 16.4% | |
| MFS Massachusetts Investors Growth Stock R6 Fund " | Mutual Funds | — | — | $162.9M | 14.3% | |
| TRANSAMERICA CAPITAL PRSVN FUND TRANSAMERICA LIFE INS. CO. · EIN 39-0989781 / PN 000 | Pooled Separate Account | — | — | $142.2M | 12.5% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $110.5M | 9.7% | |
| Dodge & Cox Income Fund " | Mutual Funds | — | — | $81.2M | 7.1% | |
| ClearBridge Appreciation IS Fund " | Other securities | — | — | $56.3M | 5.0% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | Mutual Funds | — | — | $47.6M | 4.2% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $45.4M | 4.0% | |
| Victory Sycamore Small Company Opportunity R6 Fund " | Common Stocks | — | — | $45.1M | 4.0% | |
| BlackRock Inflation Protected Bond Fund " | Other securities | — | — | $39.9M | 3.5% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $35.8M | 3.1% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $31.0M | 2.7% | |
| Parnassus Core Equity Institutional Fund " | Other securities | — | — | $28.7M | 2.5% | |
| Carillon Eagle Mid Cap Growth R6 Fund " | Other securities | — | — | $25.5M | 2.2% | |
| MFS Mid Cap Value R6 Fund " | Mutual Funds | — | — | $24.2M | 2.1% | |
| PIMCO Low Duration Income Institutional Fund " | Mutual Funds | — | — | $22.8M | 2.0% | |
| Hartford World Bond R6 Fund " | Other securities | — | — | $17.9M | 1.6% | |
| Vanguard Treasury Money Market Investor Fund " | Mutual Funds | — | — | $15.6M | 1.4% | |
| Schwab Personal Choice Retirement Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $10.8M | 1.0% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $5.8M | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $5.7M | 0.5% | |
| Lincoln Financial General Account General account | Other securities | — | — | $42K | <0.1% |
