Howard Ehrenberg signed Beverly Hospital's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beverly Hospital's EIN is 95-1816005.
Download the official 2024 Form 5500 (PDF) for Beverly Hospital from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beverly Hospital's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $9K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | AUDITOR | $17K | — |
