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Original filing (PDF)20250728063712NAL0000670547001
MAINE PUBLIC
Form 5500
FILING_RECEIVED
MAINE PUBLIC BROADCASTING CORPORATION 403B RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
279
Plan assets (EOY)
$28.0M
Net assets (EOY)
$28.0M
How this plan invests
This plan
1 pooled trust
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAINE PUBLIC.
Plan sponsor
Name
MAINE PUBLIC
EIN
22-3171529
Address
1450 LISBON STREET · LEWISTON, ME · 042403595
Phone
(207) 330-4511
Industry
Information / Tech / Mediasee 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
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INS AND ANNUITY ASSOC | 13-1624203 | — | 0 | $37K | — |
| HEALEY AND ASSOCIATES, INC | 01-0343875 | PORTLAND, ME | 0 | $27K | — |
| BERRY DUNN MCNEIL & PARKER, LLC | 01-0523282 | PORTLAND, ME | 0 | — | — |
Investments
55 direct securities · 1 pooled fund· $27.4M(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
$27.1M
55 holdings
Pooled Separate Account
$261K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional | — | — | — | $5.5M | 19.7% | |
| CREF Stock R1 | — | — | — | $2.3M | 8.4% | |
| American Funds AF New Perspective Fund | — | — | — | $1.6M | 5.7% | |
| Nuveen Lifecycle 2025-Rtmt | — | — | — | $1.3M | 4.5% | |
| Nuveen Lifecycle 2035-Rtmt | — | — | — | $1.1M | 4.0% | |
| Nuveen S&P 500 Idx | — | — | — | $1.1M | 3.9% | |
| Nuveen Lifecycle 2010-Rtmt | — | — | — | $813K | 2.9% | |
| Nuveen Equity Index Rtmt | — | — | — | $776K | 2.8% | |
| Vanguard Windsor II Adm | — | — | — | $751K | 2.7% | |
| Vanguard Mid Cap Grw Idx Adm | — | — | — | $710K | 2.5% | |
| CREF Global Equities R1 | — | — | — | $704K | 2.5% | |
| CREF Growth R1 | — | — | — | $674K | 2.4% | |
| Nuveen Lifecycle 2045-Rtmt | — | — | — | $603K | 2.2% | |
| Vanguard High-Yield Corp Adm | — | — | — | $589K | 2.1% | |
| Vanguard Global Equity Inv | — | — | — | $587K | 2.1% | |
| Columbia Mid Cap Index Fund A | — | — | — | $559K | 2.0% | |
| PGIM Total Return Bond 6 | — | — | — | $550K | 2.0% | |
| American Funds American Funds New Economy | — | — | — | $545K | 1.9% | |
| Deutsche Asset & Wealth DWS S&P 500 Index Fund S | — | — | — | $534K | 1.9% | |
| PGIM Core Bond Fund – Class R6 | — | — | — | $453K | 1.6% | |
| Nuveen Lifecycle 2040-Rtmt | — | — | — | $441K | 1.6% | |
| Dimensional Fund Advisors DFA US Targeted Val Port Inst | — | — | — | $427K | 1.5% | |
| Nuveen Lifecycle 2020-Rtmt | — | — | — | $390K | 1.4% | |
| CREF Equity Index R1 | — | — | — | $380K | 1.4% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $368K | 1.3% | |
| Vanguard Small Cap Grw Idx Adm | — | — | — | $329K | 1.2% | |
| Nuveen Real Est Secs-Prem | — | — | — | $285K | 1.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $261K | 0.9% | |
| CREF Core Bond R1 | — | — | — | $241K | 0.9% | |
| Nuveen Lifecycle 2050-Rtmt | — | — | — | $240K | 0.9% | |
| Vanguard Ttl Intl Bnd Idx Inst | — | — | — | $238K | 0.9% | |
| Vanguard Selected Value Inv | — | — | — | $198K | 0.7% | |
| Similar Party Par or Maturity Value Cost** Value * Nuveen Lifecycle 2030-Rtmt | — | — | — | $186K | 0.7% | |
| Nuveen Lifecycle 2055-Rtmt | — | — | — | $184K | 0.7% | |
| TIAA Access Intl Equity T4 | — | — | — | $180K | 0.6% | |
| TIAA Access Nuv Lg-Cap Val T4 | — | — | — | $151K | 0.5% | |
| Invesco Developing Markets | — | — | — | $150K | 0.5% | |
| CREF Social Choice R1 | — | — | — | $150K | 0.5% | |
| CREF Money Market R1 | — | — | — | $109K | 0.4% | |
| Nuveen Lifecycle 2060-Rtmt | — | — | — | $105K | 0.4% | |
| TIAA TIAA-CREF Sm-Cap Bl Idx | — | — | — | $93K | 0.3% | |
| TIAA Access Nuv Mid-Cap Val T4 | — | — | — | $89K | 0.3% | |
| Nuveen Lifecycle 2015-Rtmt | — | — | — | $88K | 0.3% | |
| TIAA Access Nuv Quant Sml Cp Eq T4 | — | — | — | $78K | 0.3% | |
| CREF Inflation-Linked Bond R1 | — | — | — | $65K | 0.2% | |
| TIAA Access Nuv Real Est Secs T4 | — | — | — | $55K | 0.2% | |
| Nuveen Lifecycle 2065-Rtmt | — | — | — | $44K | 0.2% | |
| TIAA Access Nuv Lg-Cap Gr T4 | — | — | — | $27K | <0.1% | |
| Nuveen Money Market R6 | — | — | — | $23K | <0.1% | |
| TIAA Access Nuv Sm-Cap Bl Idx T4 | — | — | — | $19K | <0.1% | |
| Plan Participants through March 2029 -0- | — | — | — | $18K | <0.1% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $8K | <0.1% | |
| TIAA Access Nuv Mid-Cap Gr T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $3K | <0.1% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $2K | <0.1% | |
| TIAA Access Lifecycle 2035 T4 240 * TIAA Access Lifecycle 2040 T4 | — | — | — | $1K | <0.1% |