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 Shields Pharmacy, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Umass Memorial Shields Pharmacy LLC under EIN 45-3841517 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,020 participants and $62,433,238 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,433,238
- Total liabilities (EOY)
- $128,657
- Net assets (EOY)
- $62,304,581
- Net assets (BOY)
- $40,020,841
Income & contributions
- Employer contributions
- $4,826,691
- Participant contributions
- $11,510,079
- Total contributions
- $17,893,005
- Total income / additions
- $27,015,099
Expenses & distributions
- Benefits paid
- $4,560,708
- Administrative expenses
- $170,651
- Total expenses
- $4,731,359
- Net increase / (decrease)
- $22,283,740