Back to filter
Original filing (PDF)20251008120514NAL0003257779001
BERMUDA HOSPITALS BOARD
Form 5500-SF
FILING_RECEIVED
BERMUDA HOSPITALS BOARD 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
7
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
84
/ 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
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
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 BERMUDA HOSPITALS BOARD.
Plan sponsor
Name
BERMUDA HOSPITALS BOARD
EIN
98-0632890
Address
—
Phone
(441) 239-2236
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
WAR MEMORIAL HOSPITAL INC.
MORGAN COUNTY WAR MEMORIAL HOSPITAL EMPLOYEES MONEY PURCHASE PENSION PLAN
$2.0M · 41 participants
SAN FRANCISCO HEALTH INC DBA HOSPITAL SAN FRANCISCO
SAN FRANCISCO HEALTH INC DBA HOSPITAL SAN FRANCISCO RETIREMENT PLAN
$2.0M · 271 participants
RUSTON REGIONAL SPECIALTY HOSPITAL, LLC
RUSTON REGIONAL SPECIALTY HOSPITAL 401K PLAN AND TRUST
$2.0M · 33 participants
AREBA CASRIEL, INC.
AREBA CASRIEL, INC. 401K RETIREMENT PLAN
$2.0M · 40 participants
CAPITAL HEALTH SYSTEM, INC.
CAPITAL HEALTH PENSION PLAN
$2.0M · 29 participants
MIDLAND MEMORIAL FOUNDATION
MIDLAND MEMORIAL FOUNDATION 403(B) PLAN
$1.9M · 2 participants