Diane Sarkisian signed Umass Memorial Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Umass Memorial Health's EIN is 04-2626179.
Download the official 2024 Form 5500 (PDF) for Umass Memorial Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Umass Memorial Health's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INVESTMENT ADVISOR | $3K | — |
| FIDUCIENT ADVISORS |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $22.2M | 95.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.2M | 5.4% |
| 36-4001764 |
| — |
| INVESTMENT ADVISOR |
| $1K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $21K | — |
