Master Trust Agreement For Welfare Benefits — 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, Master Trust Agreement For Welfare Benefits is a benefit plan reported by Mass General Brigham Incorporated under EIN 04-3480219 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $177,251,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mass General Brigham Incorporated
EIN
04-3480219
Plan number
005
Plan type
4
Location
Somerville, MA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$177,251,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240709205759NAL0009208403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$177,251,853
Total liabilities (EOY)
$0
Net assets (EOY)
$177,251,853
Net assets (BOY)
$150,443,269

Income & contributions

Total contributions
$0
Total income / additions
$21,387,656

Expenses & distributions

Benefits paid
$0
Administrative expenses
$675,141
Total expenses
$675,141
Net increase / (decrease)
$20,712,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
State Street Global AdvisorsINVESTMENT MANAGER$675,141$02023

Related Form 5500 pages