# Tufts Medicine, INC. DB Plan
Source: https://planprovider.pro/companies/tufts-medicine-inc-plan-002

> Tufts Medicine, INC.'s DB plan: 669 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tufts Medicine, INC.

- **Sponsor EIN:** 472250732

- **Sponsor Address:** 800 DISTRICT AVE, STE 520, BURLINGTON, MA, 01803

- **Plan Type:** DB

- **Total Participants:** 669

- **Total Assets:** $219.8M

## 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|669|$219.8M|$867,303|$0|

| 2023|766|$226.9M|$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|

| WILLIS TOWERS WATSON US LLC|NONE|$785,752|—|$785,752|

| CBIZ CPAS P.C.|NONE|$47,125|—|$47,125|

| BANK OF NEW YORK MELLON|NONE|$20,621|—|$20,621|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $853,498

- **Estimated Expense Ratio:** 0.388% 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|$2,617,165|—|—|$47,125|—|

| 2023|$937,279|$66,944|—|$32,419|—|

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