2023 Form 5500 filing — Mgb Erisa Master Trust
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 20240711170554NAL0016638961001) for Mgb Erisa Master Trust, reported by Mass General Brigham Incorporated under EIN 04-3294527 and plan number 004. 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
- 20240711170554NAL0016638961001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Mass General Brigham Incorporated
- EIN
- 04-3294527
- Plan number
- 004
- 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)
- $9,190,697,273
- Total liabilities (EOY)
- $115,376,793
- Net assets (EOY)
- $9,075,320,480
- Total income / additions
- $766,722,094
- Benefits paid
- $0
- Administrative expenses
- $14,871,676
- Total expenses
- $14,871,676
- Net increase / (decrease)
- $751,850,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arrowstreet Capital, Lp | NONE | $4,001,763 | not reported in the loaded dataset |
| Edgewood Mgmt LLC | NONE | $3,119,850 | $0 |
| Wellington Management Company, Llp | NONE | $1,107,604 | $0 |
| Brandywine Global Investment Mgmt, | NONE | $693,358 | $0 |
| Jp Morgan Chase Bank, National Asso | NONE | $666,124 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $290,365 | not reported in the loaded dataset |
| Ropes & Gray Llp | NONE | $241,795 | not reported in the loaded dataset |
| Congress Asset Mgmt | NONE | $157,304 | not reported in the loaded dataset |
| Morgan Lewis And Bockius | NONE | $58,420 | not reported in the loaded dataset |
| Arsenal Capital Mgmt | NONE | $0 | $0 |
| Inflexion | NONE | $0 | $0 |