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Original filing (PDF)20251010141703NAL0004694323001
FALLON COMMUNITY HEALTH PLAN
Form 5500
FILING_RECEIVED
FALLON COMMUNITY HEALTH PLAN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,216
Accounts w/ balance
1,618
Plan assets (EOY)
$167.2M
Net assets (EOY)
$167.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FALLON COMMUNITY HEALTH PLAN.
Plan sponsor
Name
FALLON COMMUNITY HEALTH PLAN
EIN
23-7442369
Address
1 MERCANTILE STREET, SUITE 400 · WORCESTER, MA · 01608
Phone
(800) 333-2535
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STOWE & DEGON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $197K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
11 pooled funds· $95.3M(57% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB SMARTRETIREMENT 2030 FUND CF JP MORGAN FUNDS · EIN 47-4632462 / PN 000 | Common Collective Trust | — | — | $23.7M | 14.2% | |
| JPMCB SMARTRETIREMENT 2040 FUND CF JP MORGAN FUNDS · EIN 47-4660069 / PN 000 | Common Collective Trust | — | — | $17.0M | 10.1% | |
| JPMCB SMARTRETIREMENT 2035 FUND CF JP MORGAN FUNDS · EIN 47-4646438 / PN 000 | Common Collective Trust | — | — | $14.0M | 8.3% | |
| JPMCB SMARTRETIREMENT 2020 FUND CF JP MORGAN FUNDS · EIN 47-4612229 / PN 000 | Common Collective Trust | — | — | $9.4M | 5.6% | |
| JPMCB SMARTRETIREMENT 2050 FUND CF JP MORGAN FUNDS · EIN 47-4682074 / PN 000 | Common Collective Trust | — | — | $8.8M | 5.3% | |
| JPMCB SMARTRETIREMENT 2045 FUND CF JP MORGAN FUNDS · EIN 47-4675558 / PN 000 | Common Collective Trust | — | — | $8.3M | 5.0% | |
| JPMCB SMARTRETIREMENT 2025 FUND CF JP MORGAN FUNDS · EIN 47-4619720 / PN 000 | Common Collective Trust | — | — | $6.4M | 3.8% | |
| JPMCB SMARTRETIREMENT 2055 FUND CF JP MORGAN FUNDS · EIN 81-3250124 / PN 000 | Common Collective Trust | — | — | $3.4M | 2.0% | |
| VICTORY INTEGRITY SMALL/MID CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 000 | Common Collective Trust | — | — | $2.1M | 1.3% | |
| JPMCB SMARTRETIREMENT INCOME FUND C JP MORGAN FUNDS · EIN 47-4585612 / PN 000 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| JPMCB SMARTRETIREMENT 2060 FUND CF JP MORGAN FUNDS · EIN 47-4585612 / PN 000 | Common Collective Trust | — | — | $917K | 0.5% |
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