Umass Memorial Health Care Pension Plan — Form 5500 plan (Umass Memorial Health Care, Inc.)
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 Health Care Pension Plan is a benefit plan reported by Umass Memorial Health Care, Inc. under EIN 04-3358566 and plan number 005. The latest loaded filing year is 2023. The filing reports 12,909 participants and $1,238,321,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umass Memorial Health Care, Inc.
- EIN
- 04-3358566
- Plan number
- 005
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 12,909
- End-of-year plan assets
- $1,238,321,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,909 | H, C | 20250715144224NAL0003466544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,238,321,729
- Total liabilities (EOY)
- $9,945,766
- Net assets (EOY)
- $1,228,375,963
- Net assets (BOY)
- $989,870,920
Income & contributions
- Employer contributions
- $120,165,000
- Total contributions
- $120,165,000
- Total income / additions
- $312,085,513
Expenses & distributions
- Benefits paid
- $61,911,693
- Administrative expenses
- $11,668,777
- Total expenses
- $73,580,470
- Net increase / (decrease)
- $238,505,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $1,224,753 | not reported in the loaded dataset | 2023 |
| Cambridge Associates | INVESTMENT MANAGER | $550,000 | not reported in the loaded dataset | 2023 |
| Marathon London International Inves | INVESTMENT MANAGER | $405,328 | not reported in the loaded dataset | 2023 |
| Boston Partners | INVESTMENT MANAGER | $398,003 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | INVESTMENT MANAGER | $386,186 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | INVESTMENT MANAGER | $352,851 | not reported in the loaded dataset | 2023 |
| Income Research + Management | INVESTMENT MANAGER | $241,670 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | CUSTODIAN | $133,643 | not reported in the loaded dataset | 2023 |
| Mellon Capital Mgmt | INVESTMENT MANAGER | $49,610 | not reported in the loaded dataset | 2023 |
| Crowe Llp | AUDITOR | $29,750 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $25,242 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT MANAGER | $19,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Umass Memorial Health Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Worcester, MA
- Willis Towers Watson Us LLC — Schedule C compensation
- Cambridge Associates — Schedule C compensation
- Marathon London International Inves — Schedule C compensation
- Boston Partners — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Income Research + Management — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Mellon Capital Mgmt — Schedule C compensation
- Crowe Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Nepc, LLC — Schedule C compensation