Consolidated 403(B) Program Of Mass General Brigham And Member Organizations — 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, Consolidated 403(B) Program Of Mass General Brigham And Member Organizations is a benefit plan reported by Mass General Brigham Incorporated under EIN 04-3230035 and plan number 010. The latest loaded filing year is 2023. The filing reports 125,671 participants and $14,924,829,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mass General Brigham Incorporated
- EIN
- 04-3230035
- Plan number
- 010
- Plan type
- 2
- Location
- Somerville, MA
- Latest filing year
- 2023
- Participants
- 125,671
- End-of-year plan assets
- $14,924,829,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125,671 | H, C | 20250502154502NAL0006806512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,924,829,262
- Total liabilities (EOY)
- $770,787
- Net assets (EOY)
- $14,924,058,475
- Net assets (BOY)
- $12,087,291,121
Income & contributions
- Employer contributions
- $149,479,620
- Participant contributions
- $602,265,526
- Total contributions
- $843,061,738
- Total income / additions
- $3,695,492,078
Expenses & distributions
- Benefits paid
- $854,219,415
- Administrative expenses
- $4,505,309
- Total expenses
- $858,724,724
- Net increase / (decrease)
- $2,836,767,354
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $4,050,021 | $0 | 2023 |
| Fidelity Inv. Inst. Op. Co. Inc. | NONE | $723,108 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref | NONE | $6,474 | $0 | 2023 |
| Nationwide Life Insurance Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mass General Brigham Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Somerville, MA
- Fidelity Investments — Schedule C compensation
- Fidelity Inv. Inst. Op. Co. Inc. — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation