2023 Form 5500 filing — Umass Memorial Health Care Pension 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 20250715144224NAL0003466544001) for Umass Memorial Health Care Pension Plan, reported by Umass Memorial Health Care, Inc. under EIN 04-3358566 and plan number 005. It reports 12,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715144224NAL0003466544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umass Memorial Health Care, Inc.
- EIN
- 04-3358566
- Plan number
- 005
- Location
- Worcester, MA
- Participants
- 12,909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,238,321,729
- Total liabilities (EOY)
- $9,945,766
- Net assets (EOY)
- $1,228,375,963
- Employer contributions
- $120,165,000
- Total income / additions
- $312,085,513
- Benefits paid
- $61,911,693
- Administrative expenses
- $11,668,777
- Total expenses
- $73,580,470
- Net increase / (decrease)
- $238,505,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $1,224,753 | not reported in the loaded dataset |
| Cambridge Associates | INVESTMENT MANAGER | $550,000 | not reported in the loaded dataset |
| Marathon London International Inves | INVESTMENT MANAGER | $405,328 | not reported in the loaded dataset |
| Boston Partners | INVESTMENT MANAGER | $398,003 | not reported in the loaded dataset |
| Acadian Asset Management LLC | INVESTMENT MANAGER | $386,186 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | INVESTMENT MANAGER | $352,851 | not reported in the loaded dataset |
| Income Research + Management | INVESTMENT MANAGER | $241,670 | not reported in the loaded dataset |
| Bank Of New York Mellon | CUSTODIAN | $133,643 | not reported in the loaded dataset |
| Mellon Capital Mgmt | INVESTMENT MANAGER | $49,610 | not reported in the loaded dataset |
| Crowe Llp | AUDITOR | $29,750 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT MANAGER | $25,242 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT MANAGER | $19,052 | not reported in the loaded dataset |