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Original filing (PDF)20251015095915NAL0004242241001
DARTMOUTH HEALTH
Form 5500
FILING_RECEIVED
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,655
Accounts w/ balance
12,878
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
2 pooled trusts
Schedule D
37 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 DARTMOUTH HEALTH.
Plan sponsor
Name
DARTMOUTH HEALTH
EIN
26-4812335
Address
ONE MEDICAL CENTER DRIVE · LEBANON, NH · 037560001
Phone
(603) 650-5000
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $389K | — |
| DARTMOUTH-HITCHCOCK HEALTH | 26-4812335 | — | NONE | $250K | — |
Investments
36 direct securities · 2 pooled funds· $1.1B(100% 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
$1.0B
36 holdings
Common Collective Trust
$41.8M
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund " | — | — | — | $128.1M | 12.0% | |
| State Street Target Retirement 2030 Fund " | — | — | — | $106.2M | 9.9% | |
| State Street Target Retirement 2025 Fund " | — | — | — | $98.0M | 9.1% | |
| State Street Target Retirement 2035 Fund " | — | — | — | $93.8M | 8.7% | |
| State Street Target Retirement 2040 Fund " | — | — | — | $77.9M | 7.3% | |
| State Street Target Retirement 2045 Fund " | — | — | — | $60.9M | 5.7% | |
| State Street Target Retirement 2020 Fund " | — | — | — | $52.9M | 4.9% | |
| State Street Target Retirement 2050 Fund " | — | — | — | $46.0M | 4.3% | |
| T.ROWE PRICE STABLE VALUE FUND T.ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $41.8M | 3.9% | |
| T. Rowe Price Institutional Small Cap Stock Fund " | — | — | — | $41.2M | 3.8% | |
| State Street Target Retirement Fund " | — | — | — | $34.4M | 3.2% | |
| State Street Target Retirement 2055 Fund " | — | — | — | $30.7M | 2.9% | |
| Vanguard Short-Term Bond Index Fund " | — | — | — | $27.4M | 2.6% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $27.2M | 2.5% | |
| Vanguard Extended Market Index Fund " | — | — | — | $26.1M | 2.4% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $25.6M | 2.4% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $19.3M | 1.8% | |
| Loomis Sayles Investment Grade Bond Fund " | — | — | — | $17.9M | 1.7% | |
| State Street Target Retirement 2060 Fund " | — | — | — | $16.9M | 1.6% | |
| Vanguard FTSE Social Index Fund " | — | — | — | $16.8M | 1.6% | |
| T. Rowe Price Equity Income Fund " | — | — | — | $14.9M | 1.4% | |
| Self-Directed Brokerage Accounts Self-directed brokerage account | — | — | — | $13.0M | 1.2% | |
| PGIM Jennison Growth Fund " | — | — | — | $9.8M | 0.9% | |
| Harbor Diversified International All Cap Fund " | — | — | — | $9.0M | 0.8% | |
| TIAA CREF Growth " | — | — | — | $5.6M | 0.5% | |
| TIAA Traditional Non Benefit Responsive Guaranteed account | — | — | — | $5.1M | 0.5% | |
| TIAA CREF Stock Variable annuity | — | — | — | $4.8M | 0.4% | |
| State Street Target Retirement 2065 Fund " | — | — | — | $3.7M | 0.3% | |
| TIAA CREF Equity Index " | — | — | — | $3.5M | 0.3% | |
| TIAA CREF Global Equities " | — | — | — | $2.7M | 0.2% | |
| Vanguard Federal Money Market Fund " | — | — | — | $2.3M | 0.2% | |
| TIAA CREF Social Choice " | — | — | — | $1.8M | 0.2% | |
| Fidelity Strategic Real Return Fund " | — | — | — | $1.1M | 0.1% | |
| TIAA Real Estate Pooled separate account | — | — | — | $828K | <0.1% | |
| TIAA CREF Bond " | — | — | — | $803K | <0.1% | |
| TIAA CREF Money Market " | — | — | — | $421K | <0.1% | |
| TIAA CREF Inflation-Linked Bond " | — | — | — | $322K | <0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% |