What public Form 5500 filings show about the Umass Memorial Health 401(k) plan — and how to find and check your own account.
Umass Memorial Health (EIN 04-2626179) reports COMMUNITY HEALTHLINK SECTION 401(K) PLAN on its most recent Form 5500, with $23.2M in plan assets across 838 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Umass Memorial Health filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Umass Memorial Health 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, STRATEGIC ADVISORS, FIDUCIENT ADVISORS.
