Original filing (PDF)20251015120622NAL0009124402001

TUFTS MEDICINE, INC.

Name: TUFTS MEDICINE, INC. — TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: TUFTS MEDICINE, INC.

Form 5500

FILING_RECEIVED

TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN

401(k) retirement plan

Active participants

11,129

Accounts w/ balance

11,203

Plan assets (EOY)

$991.9M

Net assets (EOY)

$991.9M

How this plan invests

This plan

69 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 TUFTS MEDICINE, INC..

Plan sponsor

Name

TUFTS MEDICINE, INC.

EIN

47-2250732

Address

800 DISTRICT AVE, STE 520 · BURLINGTON, MA · 01803

Phone

(978) 942-2220

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CBIZ CPA'S P.C

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS	04-2647786	—	RECORDKEEPER	$382K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	INVESTMENT ADVISOR	$95K	—
WILLIS TOWERS WATSON US LLC	53-0181291	—	CONSULTANT	$81K	—
SAGEVIEW ADVISORY GROUP, LLC	33-0818667	—	INVESTMENT ADVISOR	$80K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPA'S P.C.	43-1947695	—	AUDITOR	$57K	—

Investments

69 direct securities· $998.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Growth Company Fund Class K Mutual Fund	—	—	—	$140.9M	14.2%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$92.1M	9.3%
Vanguard Target Retirement 2030 Fund Mutual Fund	—	—	—	$88.1M	8.9%
Vanguard Target Retirement 2035 Fund Mutual Fund	—	—	—	$65.4M	6.6%
Vanguard Target Retirement 2025 Fund Mutual Fund	—	—	—	$63.8M	6.4%
Vanguard Target Retirement 2040 Fund Mutual Fund	—	—	—	$61.8M	6.2%
Vanguard Target Retirement 2050 Fund Mutual Fund	—	—	—	$60.7M	6.1%
Fidelity Contrafund Fund Mutual Fund	—	—	—	$56.9M	5.7%
Vanguard Target Retirement 2045 Fund Mutual Fund	—	—	—	$54.0M	5.4%
Vanguard Target Retirement 2055 Fund Mutual Fund	—	—	—	$37.4M	3.8%
Vanguard Federal Money Market Fund Mutual Fund	—	—	—	$37.3M	3.8%
Vanguard Target Retirement 2020 Fund Mutual Fund	—	—	—	$33.0M	3.3%
Vanguard Target Retirement Income Fund Mutual Fund	—	—	—	$22.8M	2.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	—	—	—	$19.6M	2.0%
MFS Value Fund R6 Mutual Fund	—	—	—	$16.3M	1.6%
Dodge & Cox Income Fund Class X Mutual Fund	—	—	—	$15.1M	1.5%
T. Rowe Price Overseas Stock Fund Mutual Fund	—	—	—	$14.8M	1.5%
Fidelity Extended Market Index Fund Mutual Fund	—	—	—	$13.7M	1.4%
Fidelity Small Cap Value Fund Mutual Fund	—	—	—	$12.4M	1.3%
Fidelity International Index Fund Mutual Fund	—	—	—	$11.6M	1.2%
MFS Mid Cap Value Fund R6 Mutual Fund	—	—	—	$9.8M	1.0%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$9.3M	0.9%
PIMCO Income Fund Institutional Class Mutual Fund	—	—	—	$7.7M	0.8%
Participant Loans (Interest Rate 4.25% - 9.50%) 0	—	—	—	$6.5M	0.7%
Macquarie Mid Cap Growth Fund Class I Mutual Fund	—	—	—	$6.5M	0.7%
Fidelity Brokerage Option Self-Directed Brokerage Accounts	—	—	—	$6.3M	0.6%
Fidelity Low-Priced Stock Fund Mutual Fund	—	—	—	$6.3M	0.6%
Vanguard Target Retirement 2065 Fund Mutual Fund	—	—	—	$6.0M	0.6%
Seafarer Overseas Growth and Income Fund Mutual Fund	—	—	—	$4.2M	0.4%
Janus Henderson Triton Fund Class I Mutual Fund	—	—	—	$4.0M	0.4%
Includes $3,879,307 of money market, exchange traded and mutual funds considered party-in-interest to the Plan as defined by ERISA.	—	—	—	$3.9M	0.4%
VALIC Systematic Value Fund Variable Rate Annuity 468 * VALIC Vanguard Lifestyle Moderate Fund Variable Rate Annuity 3 Total Variable Rate Annuities	—	—	—	$2.7M	0.3%
Vanguard Real Estate Index Fund Mutual Fund	—	—	—	$2.0M	0.2%
Vanguard Target Retirement 2070 Fund Mutual Fund	—	—	—	$1.6M	0.2%
VALIC Fixed Account Plus Fund Fixed Rate Annuity	—	—	—	$782K	<0.1%
VALIC Science & Technology Fund Variable Rate Annuity	—	—	—	$540K	<0.1%
VALIC Stock Index Fund Variable Rate Annuity	—	—	—	$512K	<0.1%
VALIC Growth Fund Variable Rate Annuity	—	—	—	$283K	<0.1%
VALIC Short Term Fixed Account Fund Fixed Rate Annuity	—	—	—	$164K	<0.1%
VALIC Vanguard Windsor II Fund Variable Rate Annuity	—	—	—	$155K	<0.1%
VALIC Nasdaq-100® Index Fund Variable Rate Annuity	—	—	—	$153K	<0.1%
VALIC Mid Cap Index Fund Variable Rate Annuity	—	—	—	$132K	<0.1%
VALIC Large Capital Growth Fund Variable Rate Annuity	—	—	—	$118K	<0.1%
VALIC Systematic Growth Fund Variable Rate Annuity	—	—	—	$109K	<0.1%
VALIC Small Cap Index Fund Variable Rate Annuity	—	—	—	$64K	<0.1%
VALIC Small Cap Special Value Fund Variable Rate Annuity	—	—	—	$62K	<0.1%
VALIC Systematic Core Fund Variable Rate Annuity	—	—	—	$61K	<0.1%
VALIC Ariel Appreciation Fund Variable Rate Annuity	—	—	—	$48K	<0.1%
VALIC Goldman Sachs Government Money Market Fund Variable Rate Annuity	—	—	—	$46K	<0.1%
VALIC Small Cap Growth Fund Variable Rate Annuity	—	—	—	$43K	<0.1%
VALIC Mid Cap Strategic Growth Fund Variable Rate Annuity	—	—	—	$37K	<0.1%
VALIC International Growth Fund Variable Rate Annuity	—	—	—	$33K	<0.1%
VALIC Aggressive Growth Lifestyle Fund Variable Rate Annuity	—	—	—	$31K	<0.1%
VALIC International Socially Responsible Fund Variable Rate Annuity	—	—	—	$30K	<0.1%
VALIC Vanguard Wellington Fund, Inc. Variable Rate Annuity	—	—	—	$30K	<0.1%
VALIC Core Equity Fund Variable Rate Annuity	—	—	—	$25K	<0.1%
VALIC International Value Fund Variable Rate Annuity	—	—	—	$21K	<0.1%
VALIC Dividend Value Fund Variable Rate Annuity	—	—	—	$21K	<0.1%
VALIC Emerging Economies Fund Variable Rate Annuity	—	—	—	$14K	<0.1%
VALIC International Government Bond Variable Rate Annuity	—	—	—	$13K	<0.1%
VALIC Ariel Fund Variable Rate Annuity	—	—	—	$11K	<0.1%
VALIC International Equities Index Fund Variable Rate Annuity	—	—	—	$11K	<0.1%
VALIC Government Securities Fund Variable Rate Annuity	—	—	—	$10K	<0.1%
VALIC Mid Cap Value Fund Variable Rate Annuity	—	—	—	$10K	<0.1%
VALIC Vanguard Long-Term Investment-Grade Fund Variable Rate Annuity	—	—	—	$7K	<0.1%
VALIC Small Cap Value Fund Variable Rate Annuity	—	—	—	$7K	<0.1%
VALIC Vanguard Long-Term Treasury Fund Variable Rate Annuity	—	—	—	$7K	<0.1%
VALIC Asset Allocation Fund Variable Rate Annuity	—	—	—	$3K	<0.1%
VALIC International Opportunities Fund Variable Rate Annuity	—	—	—	$1K	<0.1%