2023 Form 5500 filing — Umass Memorial Health Care 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015113737NAL0057254690001) for Umass Memorial Health Care 403(B) Plan, reported by Umass Memorial Health Care, Inc. under EIN 04-3358566 and plan number 004. It reports 5,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113737NAL0057254690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umass Memorial Health Care, Inc.
- EIN
- 04-3358566
- Plan number
- 004
- Location
- Worcester, MA
- Participants
- 5,098
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $584,701,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $584,701,265
- Employer contributions
- $2,960,418
- Participant contributions
- $36,412,569
- Total income / additions
- $135,484,071
- Benefits paid
- $41,679,770
- Administrative expenses
- $276,939
- Total expenses
- $41,956,709
- Net increase / (decrease)
- $93,527,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Operations Co | RECORD KEEPER | $171,380 | $0 |
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $37,050 | not reported in the loaded dataset |
| Fiducient Advisors | INVESTMENT ADVISOR | $31,342 | not reported in the loaded dataset |
| Strategic Advisors | NONE | $27,961 | not reported in the loaded dataset |
| Angell Pension Consultants | NONE | $9,206 | not reported in the loaded dataset |