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Original filing (PDF)20251015112251NAL0009312018001
TUFTS MEDICINE, INC.
Form 5500
FILING_RECEIVED
CONSOLIDATED PENSION PLAN OF TUFTS MEDICINE, INC.
Defined-benefit pension plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
669
Accounts w/ balance
—
Plan assets (EOY)
$219.8M
Net assets (EOY)
$219.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: TUFTS MEDICINE, INC. MASTER TRUST (extraction pending)]" is 99% of plan.
- 39 bps in Schedule C fees — 288% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $786K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $47K | — |
| BANK OF NEW YORK MELLON | 25-6078093 | — | NONE | $21K | — |
Investments
9 pooled funds· $219.8M(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.
Master Trust
$217.4M
1 holding
Common Collective Trust
$2.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TUFTS MEDICINE, INC MASTER TRUST TUFTS MEDICINE, INC. · EIN 04-2374071 / PN 001 | Master Trust | — | — | $217.4M | 98.9% | |
| EB TEMPORARY INVESTMENT BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $2.4M | 1.1% | |
| FTSE RAFI US 1000 INDX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 46-3219119 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LONG US TREASURY INDX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 479 | Common Collective Trust | — | — | $0 | <0.1% | |
| MSCI EAFE INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 241 | Common Collective Trust | — | — | $0 | <0.1% | |
| SSGA MSCI EAFE 100 PERCENT HEDGED STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 455 | Common Collective Trust | — | — | $0 | <0.1% | |
| WTC CIF II US INVESTMENT GRADE INT WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 206 | Common Collective Trust | — | — | $0 | <0.1% | |
| IR&M LONG CREDIT FUND LLC INCOME RESEARCH & MANAGEMENT · EIN 46-1964829 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| 20+ YEAR U.S. TREASURY STRIPS INDX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337967 / PN 169 | Common Collective Trust | — | — | $0 | <0.1% |