# Massachusetts Medical Society DB Plan
Source: https://planprovider.pro/companies/massachusetts-medical-society-plan-001

> Massachusetts Medical Society's DB plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massachusetts Medical Society

- **Sponsor EIN:** 042050773

- **Sponsor Address:** 860 WINTER STREET, WALTHAM, MA, 024511411

- **Plan Type:** DB

- **Total Participants:** 134

- **Total Assets:** $140.9M

## 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|134|$140.9M|$6.4M|$0|

| 2023|146|$146.5M|$875,000|$0|

| 2022|157|$144.5M|$2.5M|$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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$431,243|$56,000|—|—|—|

| 2023|$514,178|$230,739|—|—|—|

| 2022|$378,716|—|—|—|$378,716|

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