Umass Memorial Health Care 403(B) Plan — Form 5500 plan (Umass Memorial Health Care, 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, Umass Memorial Health Care 403(B) Plan is a benefit plan reported by Umass Memorial Health Care, Inc. under EIN 04-3358566 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,098 participants and $584,701,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umass Memorial Health Care, Inc.
- EIN
- 04-3358566
- Plan number
- 004
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 5,098
- End-of-year plan assets
- $584,701,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,098 | H, C | 20241015113737NAL0057254690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $584,701,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $584,701,265
- Net assets (BOY)
- $491,173,903
Income & contributions
- Employer contributions
- $2,960,418
- Participant contributions
- $36,412,569
- Total contributions
- $41,712,002
- Total income / additions
- $135,484,071
Expenses & distributions
- Benefits paid
- $41,679,770
- Administrative expenses
- $276,939
- Total expenses
- $41,956,709
- Net increase / (decrease)
- $93,527,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Operations Co | RECORD KEEPER | $171,380 | $0 | 2023 |
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $37,050 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | INVESTMENT ADVISOR | $31,342 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | NONE | $27,961 | not reported in the loaded dataset | 2023 |
| Angell Pension Consultants | NONE | $9,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umass Memorial Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Fidelity Inv Inst Operations Co — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Angell Pension Consultants — Schedule C compensation