# Mass General Brigham Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/mass-general-brigham-incorporated-043294527-004

> Mass General Brigham Incorporated's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/ropes-and-gray-llp) — ERISA Attorney

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [JP MORGAN CHASE BANK, NATIONAL ASSO](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [DLA PIPER LLP US](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

- [MORGAN LEWIS AND BOCKIUS](https://planprovider.pro/provider/morgan-lewis-and-bockius-llp) — 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|—|—|—|

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