2023 Form 5500 filing — Consolidated 403(B) Program Of Mass General Brigham And Member Organizations
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 20250502154502NAL0006806512001) for Consolidated 403(B) Program Of Mass General Brigham And Member Organizations, reported by Mass General Brigham Incorporated under EIN 04-3230035 and plan number 010. It reports 125,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250502154502NAL0006806512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mass General Brigham Incorporated
- EIN
- 04-3230035
- Plan number
- 010
- Location
- Somerville, MA
- Participants
- 125,671
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,924,829,262
- Total liabilities (EOY)
- $770,787
- Net assets (EOY)
- $14,924,058,475
- Employer contributions
- $149,479,620
- Participant contributions
- $602,265,526
- Total income / additions
- $3,695,492,078
- Benefits paid
- $854,219,415
- Administrative expenses
- $4,505,309
- Total expenses
- $858,724,724
- Net increase / (decrease)
- $2,836,767,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $4,050,021 | $0 |
| Fidelity Inv. Inst. Op. Co. Inc. | NONE | $723,108 | not reported in the loaded dataset |
| Tiaa-Cref | NONE | $6,474 | $0 |
| Nationwide Life Insurance Company | NONE | $0 | $0 |