Original filing (PDF)20251015155440NAL0002702851001

UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC

Name: UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC — HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC

Form 5500

FILING_RECEIVED

HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN

403(b) retirement plan

Signals · 1

Corrective distributions issued

Active participants

1,555

Accounts w/ balance

1,877

Plan assets (EOY)

$116.7M

Net assets (EOY)

$116.7M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC.

Plan sponsor

Name

UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC

EIN

04-2103555

Address

60 HOSPITAL ROAD · LEOMINSTER, MA · 01453

Phone

(978) 466-4748

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS CO	04-2647786	—	RECORDKEEPER	$70K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS LLC	36-4001764	—	INVESTMENT ADVISOR	$5K	—
STRATEGIC ADVISORS, INC

Investments

27 direct securities· $116.7M(100% of reported assets)

Other securities

$88.6M

23 holdings

Guaranteed Income / GIC

$14.3M

1 holding

Mutual Funds

$11.6M

1 holding

Bonds / Notes

$2.1M

1 holding

Cash / Money Market

$103K

1 holding

					% of plan
New York Life Insurance Company Guaranteed Investment Contract	Guaranteed Income / GIC	—	—	$14.3M	12.2%
T. Rowe Price Blue Chip Growth Fund	Mutual Funds	—	—	$11.6M	9.9%
Fidelity Management Trust Company 500 Index Fund - Institutional Class	Other securities	—	—	$9.4M	8.1%
Fidelity Management Trust Company Freedom 2020 Fund	Other securities	—	—	$8.2M	7.0%
Fidelity Management Trust Company Freedom 2030 Fund	Other securities	—	—	$7.2M	6.2%
Fidelity Management Trust Company Freedom 2035 Fund	Other securities	—	—	$7.0M	6.0%
Fidelity Management Trust Company Freedom 2050 Fund	Other securities	—	—	$6.0M	5.2%
Fidelity Management Trust Company Freedom Income Fund	Other securities	—	—	$5.9M	5.1%
MFS Value Fund Class R3	Other securities	—	—	$5.8M	4.9%
Fidelity Management Trust Company Freedom 2045 Fund	Other securities	—	—	$5.6M	4.8%
Fidelity Management Trust Company Freedom 2025 Fund	Other securities	—	—	$5.1M	4.4%
Fidelity Management Trust Company Freedom 2040 Fund	Other securities	—	—	$4.4M	3.8%
Fidelity Management Trust Company Freedom 2055 Fund	Other securities	—	—	$3.4M	2.9%
Fidelity Management Trust Company Fidelity Contrafund	Other securities	—	—	$3.0M	2.6%
Fidelity Management Trust Company US Bond Index	Other securities	—	—	$2.9M	2.5%
Fidelity Management Trust Company Diversified International Fund - Class K	Other securities	—	—	$2.9M	2.5%
Pimco Rae US Small Instl	Other securities	—	—	$2.8M	2.4%
Fidelity Management Trust Company Freedom 2010 Fund	Other securities	—	—	$2.7M	2.3%
Participant Loans * Participant Loans Interest rates between 4.25% and 9.50% with maturities through December 2034	Bonds / Notes	—	—	$2.1M	1.8%
Fidelity Management Trust Company Extended Market Index	Other securities	—	—	$1.6M	1.4%
Fidelity Management Trust Company Freedom 2060 Fund	Other securities	—	—	$1.6M	1.3%
Fidelity Management Trust Company International Index Fund - Institutional Class	Other securities	—	—	$1.2M	1.1%
Fidelity Management Trust Company Freedom 2015 Fund	Other securities	—	—	$664K	0.6%
Fidelity Management Trust Company Freedom 2065 Fund	Other securities	—	—	$627K	0.5%
Baron Small Cap Fund Institutional Class	Other securities	—	—	$523K	0.4%
Money Market Fund * Fidelity Management Trust Company Treasury Only Money Market Fund	Cash / Money Market	—	—	$103K	<0.1%
Fidelity Management Trust Company Freedom 2070 Fund	Other securities	—	—	$2K	<0.1%