# Mass General Brigham Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/mass-general-brigham-incorporated-043230035-503

> Mass General Brigham Incorporated's Health & Welfare plan: 9,570 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Mass General Brigham Incorporated

- **Sponsor EIN:** 043230035

- **Sponsor Address:** 399 REVOLUTION DRIVE, SOMERVILLE, MA, 02145

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 9,570

- **Total Assets:** $60.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|9,570|$60.8M|$0|$0|

| 2024|4,407|$59.7M|$12.3M|$2.4M|

| 2023|5,357|$42.6M|$3.8M|$17.8M|

| 2022|5,281|$39.5M|$2.8M|$16.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNUM|Recordkeeper|$994,694|—|$994,694|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $994,694

- **Estimated Expense Ratio:** 1.636% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$15,260,890|—|—|—|—|

| 2024|$1,341,212|—|—|—|—|

| 2023|$531,630|—|—|—|—|

| 2022|$519,251|—|—|—|$519,251|

## Similar Plans

- [Mass General Brigham Incorporated](https://planprovider.pro/companies/mass-general-brigham-incorporated-401k-plan-010) — 76,559 participants

- [Mass General Brigham Incorporated](https://planprovider.pro/companies/mass-general-brigham-incorporated-plan-499) — 60,621 participants

- [Beth Israel Lahey Health](https://planprovider.pro/companies/beth-israel-deaconess-medical-center-403b-plan) — 39,601 participants

- [The Children'S Hospital Corporation](https://planprovider.pro/companies/the-children-s-hospital-corporation-403b-plan-004) — 26,644 participants

- [The Children'S Hospital Corporation](https://planprovider.pro/companies/the-children-s-hospital-corporation-plan-001) — 18,514 participants

- [Boston Medical Center](https://planprovider.pro/companies/boston-medical-center-403b-plan) — 16,171 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mass-general-brigham-incorporated-043230035-503)

© 2026 PlanProvider.Pro