Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC.
EIN 04-2764370Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$38.5M assets
Welfare
1
Participants
36
300 LONGWOOD AVENUE - BOSTON, MA 021155724617-355-7930
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $38.5M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC. PROFIT-SHARING PLAN
ProfitSharing
Assets$28.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC. DBPP
TraditionalDB
Assets$10.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARDIOVASCULAR SURGICAL FOUNDATION, INC. RETIREE MEDICAL SAVINGS ACCOUNT (RMS)
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC. PROFIT-SHARING PLAN | ProfitSharing | $28.2M | 19 | 2025 | |
| 001 | CHMC CARDIOVASCULAR SURGICAL FOUNDATION, INC. DBPP | TraditionalDB | $10.3M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARDIOVASCULAR SURGICAL FOUNDATION, INC. RETIREE MEDICAL SAVINGS ACCOUNT (RMS) | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans