Plan Snapshot
- Plan Sponsor: Brockton Hospital, INC.
- Sponsor EIN: 222472997
- Sponsor Address: 680 CENTRE STREET, BROCKTON, MA, 02302
- Plan Type: DB
- Total Participants: 177
- Total Assets: $56.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 177 | $56.4M | $4.2M | $0 |
| 2023 | 119 | $49.6M | $4.0M | $0 |
| 2022 | 230 | $42.9M | $2.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ROCKLAND TRUST COMPANY | NONE | $76,223 | — | $76,223 |
| THE ANGELL PENSION GROUP, INC. | NONE | $50,347 | — | $50,347 |
| BANK OF NEW YORK MELLON | NONE | $39,425 | — | $39,425 |
| BDO USA, P.C. | NONE | $38,235 | — | $38,235 |
| UBS GLOBAL ASSET MANAGEMENT | NONE | $12,491 | — | $12,491 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — NONE
- UBS GLOBAL ASSET MANAGEMENT — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,721
- Estimated Expense Ratio: 0.384% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $492,193 | — | — | — | — |
| 2023 | $709,524 | — | — | — | — |
| 2022 | $165,334 | — | — | — | — |