Mgb Erisa Master Trust — 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, Mgb Erisa Master Trust is a benefit plan reported by Mass General Brigham Incorporated under EIN 04-3294527 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $9,190,697,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mass General Brigham Incorporated
- EIN
- 04-3294527
- Plan number
- 004
- Plan type
- 4
- Location
- Somerville, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $9,190,697,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240711170554NAL0016638961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,190,697,273
- Total liabilities (EOY)
- $115,376,793
- Net assets (EOY)
- $9,075,320,480
- Net assets (BOY)
- $8,570,584,733
Income & contributions
- Total contributions
- $0
- Total income / additions
- $766,722,094
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $14,871,676
- Total expenses
- $14,871,676
- Net increase / (decrease)
- $751,850,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arrowstreet Capital, Lp | NONE | $4,001,763 | not reported in the loaded dataset | 2023 |
| Edgewood Mgmt LLC | NONE | $3,119,850 | $0 | 2023 |
| Wellington Management Company, Llp | NONE | $1,107,604 | $0 | 2023 |
| Brandywine Global Investment Mgmt, | NONE | $693,358 | $0 | 2023 |
| Jp Morgan Chase Bank, National Asso | NONE | $666,124 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $290,365 | not reported in the loaded dataset | 2023 |
| Ropes & Gray Llp | NONE | $241,795 | not reported in the loaded dataset | 2023 |
| Congress Asset Mgmt | NONE | $157,304 | not reported in the loaded dataset | 2023 |
| Morgan Lewis And Bockius | NONE | $58,420 | not reported in the loaded dataset | 2023 |
| Arsenal Capital Mgmt | NONE | $0 | $0 | 2023 |
| Inflexion | 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
- Arrowstreet Capital, Lp — Schedule C compensation
- Edgewood Mgmt LLC — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Brandywine Global Investment Mgmt, — Schedule C compensation
- Jp Morgan Chase Bank, National Asso — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Ropes & Gray Llp — Schedule C compensation
- Congress Asset Mgmt — Schedule C compensation
- Morgan Lewis And Bockius — Schedule C compensation
- Arsenal Capital Mgmt — Schedule C compensation
- Inflexion — Schedule C compensation