Plan5500

Tufts Medicine, Inc. Master Trust — Form 5500 plan (Tufts Medicine, Inc.)

Plain-English plan 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, Tufts Medicine, Inc. Master Trust is a benefit plan reported by Tufts Medicine, Inc. under EIN 04-2374071 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $193,851,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tufts Medicine, Inc.
EIN
04-2374071
Plan number
001
Plan type
4
Location
Boston, MA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$193,851,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015153356NAL0050208304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,851,169
Total liabilities (EOY)
$0
Net assets (EOY)
$193,851,169
Net assets (BOY)
$184,314,290

Income & contributions

Total contributions
$0
Total income / additions
$22,367,237

Expenses & distributions

Benefits paid
$0
Administrative expenses
$230,358
Total expenses
$230,358
Net increase / (decrease)
$22,136,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Income Research & ManagementNONE$64,579not reported in the loaded dataset2023
New England Pension ConsultantsNONE$63,033not reported in the loaded dataset2023
The Bank Of New York MellonNONE$43,521not reported in the loaded dataset2023
Wellington Trust CompanyNONE$27,048$02023
Cbiz Cpas, P.C.NONE$18,993not reported in the loaded dataset2023
State Street Global AdvisorsNONE$12,254$02023

Related Form 5500 pages