# Umass Memorial Health Care, INC. DB Plan
Source: https://planprovider.pro/companies/umass-memorial-health-care-inc-plan-005

> Umass Memorial Health Care, INC.'s DB plan: 9,418 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Umass Memorial Health Care, INC.

- **Sponsor EIN:** 043358566

- **Sponsor Address:** WBC- 67 MILLBROOK STREET, WORCESTER, MA, 01606

- **Plan Type:** DB

- **Total Participants:** 9,418

- **Total Assets:** $1.2B

## 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|9,418|$1.2B|$0|$0|

| 2023|8,379|$992.1M|$0|$0|

| 2020|8,263|$995.4M|$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|

| COHNREZNICK LLP|Auditor|$2,000|—|$2,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,000

- **Estimated Expense Ratio:** 0.000% 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|$11,668,777|$2,365,921|—|$2,000|—|

| 2023|$11,698,809|$1,348,608|—|—|$1,226,195|

| 2020|$1,492,855|$137,282|—|—|$1,322,933|

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