Plan Snapshot
- Plan Sponsor: Mass General Brigham Incorporated
- Sponsor EIN: 043294527
- Sponsor Address: 399 REVOLUTION DRIVE, SOMERVILLE, MA, 02145
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $11.6B
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. |
|---|---|---|---|---|
| 2024 | 0 | $11.6B | $0 | $0 |
| 2023 | 0 | $10.3B | $0 | $0 |
| 2022 | 0 | $9.2B | $0 | $0 |
| 2021 | 0 | $8.7B | $0 | $0 |
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 |
|---|---|---|---|---|
| ARROWSTREET CAPITAL, LP | Other Service Provider | $4,840,208 | — | $4,840,208 |
| EDGEWOOD MGMT LLC | Other Service Provider | $3,473,871 | — | $3,473,871 |
| WELLINGTON MANAGEMENT CO | Other Service Provider | $568,321 | — | $568,321 |
| ROPES & GRAY LLP | ERISA Attorney | $371,599 | — | $371,599 |
| NZS CAPITAL LLC | Other Service Provider | $299,963 | — | $299,963 |
| BRANDYWINE GLOBAL INVESTMENT MGMT, | Other Service Provider | $225,691 | — | $225,691 |
| PRICEWATERHOUSECOOPERS | Auditor | $200,000 | — | $200,000 |
| JP MORGAN CHASE BANK, NATIONAL ASSO | Recordkeeper | $170,651 | — | $170,651 |
| DLA PIPER LLP US | ERISA Attorney | $154,104 | — | $154,104 |
| CONGRESS ASSET MGMT | Other Service Provider | $68,666 | — | $68,666 |
| MORGAN LEWIS AND BOCKIUS | ERISA Attorney | $30,240 | — | $30,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROPES & GRAY LLP — ERISA Attorney
- PRICEWATERHOUSECOOPERS — Auditor
- JP MORGAN CHASE BANK, NATIONAL ASSO — Recordkeeper
- DLA PIPER LLP US — ERISA Attorney
- MORGAN LEWIS AND BOCKIUS — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,403,314
- Estimated Expense Ratio: 0.090% 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 |
|---|---|---|---|---|---|
| 2024 | $13,275,441 | $13,275,441 | — | — | — |
| 2023 | $14,816,344 | $14,816,344 | — | — | — |
| 2022 | $14,871,676 | $14,871,676 | — | — | — |
| 2021 | $13,894,468 | $13,894,468 | — | — | — |