Plan Snapshot
- Plan Sponsor: Mass General Brigham Incorporated
- Sponsor EIN: 043480219
- Sponsor Address: 399 REVOLUTION DRIVE, SOMERVILLE, MA, 02145
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 0
- Total Assets: $266.3M
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 | $266.3M | $0 | $0 |
| 2023 | 0 | $225.1M | $0 | $0 |
| 2022 | 0 | $177.3M | $0 | $0 |
| 2021 | 0 | $150.4M | $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 |
|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | Investment Advisor | $1,059,813 | — | $1,059,813 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,059,813
- Estimated Expense Ratio: 0.398% 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 | $1,065,748 | $1,065,748 | — | — | — |
| 2023 | $1,058,722 | $1,058,722 | — | — | — |
| 2022 | $675,141 | $675,141 | — | — | — |
| 2021 | $284,579 | $284,579 | — | — | — |