Mass General Brigham Retiree Medical Savings Account Wrap Plan — Form 5500 plan (Mass General Brigham Incorporated)

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, Mass General Brigham Retiree Medical Savings Account Wrap Plan is a benefit plan reported by Mass General Brigham Incorporated under EIN 04-3230035 and plan number 560. The latest loaded filing year is 2023. The filing reports 10,707 participants and $194,003,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mass General Brigham Incorporated
EIN
04-3230035
Plan number
560
Plan type
2
Location
Somerville, MA
Latest filing year
2023
Participants
10,707
End-of-year plan assets
$194,003,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,707H, C20240709210952NAL0014357857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$194,003,095
Total liabilities (EOY)
$925,752
Net assets (EOY)
$193,077,343
Net assets (BOY)
$163,916,815

Income & contributions

Employer contributions
$1,732,751
Participant contributions
$12,176,416
Total contributions
$13,909,167
Total income / additions
$37,636,647

Expenses & distributions

Benefits paid
$8,021,630
Administrative expenses
$454,489
Total expenses
$8,476,119
Net increase / (decrease)
$29,160,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alight Solutions LLCADMINISTRATOR$448,872$02023

Related Form 5500 pages