2023 Form 5500 filing — Master Trust Agreement For Welfare Benefits
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709205759NAL0009208403001) for Master Trust Agreement For Welfare Benefits, reported by Mass General Brigham Incorporated under EIN 04-3480219 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709205759NAL0009208403001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Mass General Brigham Incorporated
- EIN
- 04-3480219
- Plan number
- 005
- Location
- Somerville, MA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,251,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $177,251,853
- Total income / additions
- $21,387,656
- Benefits paid
- $0
- Administrative expenses
- $675,141
- Total expenses
- $675,141
- Net increase / (decrease)
- $20,712,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | INVESTMENT MANAGER | $675,141 | $0 |