Plan Snapshot
- Plan Sponsor: Umass Memorial Healthalliance-Clinton Hospital, INC
- Sponsor EIN: 042103555
- Sponsor Address: 60 HOSPITAL ROAD, LEOMINSTER, MA, 01453
- Plan Type: 403(b)
- Total Participants: 117
- Total Assets: $13.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $13.8M | $125,976 | $335,068 |
| 2023 | 114 | $12.7M | $123,793 | $341,381 |
| 2022 | 109 | $10.8M | $137,365 | $397,120 |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $5,006 | — | $5,006 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,006
- Estimated Expense Ratio: 0.036% 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 | $5,677 | $671 | — | — | — |
| 2023 | $11,387 | $335 | — | $6,300 | — |
| 2022 | $8,139 | $252 | — | — | $800 |