# Mass General Brigham Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/mass-general-brigham-incorporated-043230035-560

> Mass General Brigham Incorporated's Health & Welfare plan: 6,778 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:** 560

- **Total Participants:** 6,778

- **Total Assets:** $281.1M

## 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|6,778|$281.1M|$0|$0|

| 2024|5,236|$225.7M|$1.6M|$11.7M|

| 2023|5,533|$194.0M|$1.7M|$12.2M|

| 2022|5,019|$164.7M|$1.3M|$11.7M|

## 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|

| ALIGHT SOLUTIONS LLC|Recordkeeper|$516,760|—|$516,760|

| STATE STREET BANK & TRUST|Custodian / Trustee|$24,415|—|$24,415|

| ROPES AND GRAY|Other Service Provider|$10,806|—|$10,806|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $551,981

- **Estimated Expense Ratio:** 0.196% 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|$10,880,200|—|—|—|—|

| 2024|$487,789|—|—|—|—|

| 2023|$454,489|—|—|—|—|

| 2022|$401,953|—|—|—|—|

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