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Original filing (PDF)20250527081549NAL0010245520001
CHARLESBRIDGE, MHC
Form 5500
FILING_RECEIVED
SBERA PENSION PLAN AS ADOPTED BY CHARLESBRIDGE, MHC
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
—
Plan assets (EOY)
$52.0M
Net assets (EOY)
$52.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLESBRIDGE, MHC.
Plan sponsor
Name
CHARLESBRIDGE, MHC
EIN
82-4559500
Address
55 ELM STREET · DEDHAM, MA · 02026
Phone
(781) 329-6700
Industry
Finance & Insurancesee all
Plan administrator
Name
NRS, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 938-6559
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-05-27
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON OCONNOR FERON & CARUCCI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $52.0M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SBERA COMMON AND COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001 | Common Collective Trust | $52.0M | 100.0% |
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