Original filing (PDF)20251015152502NAL0002547715001

UMASS MEMORIAL HEALTH

Name: UMASS MEMORIAL HEALTH — COMMUNITY HEALTHLINK SECTION 401(K) PLAN, Form 5500 (2024)
Creator: UMASS MEMORIAL HEALTH

Form 5500

FILING_RECEIVED

COMMUNITY HEALTHLINK SECTION 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

838

Accounts w/ balance

899

Plan assets (EOY)

$23.2M

Net assets (EOY)

$23.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMASS MEMORIAL HEALTH.

Plan sponsor

Name

UMASS MEMORIAL HEALTH

EIN

04-2626179

Address

72 JAQUES AVENUE · WORCESTER, MA · 01610

Phone

(508) 860-1232

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	INVESTMENT ADVISOR	$3K	—
FIDUCIENT ADVISORS	36-4001764	—	INVESTMENT ADVISOR	$1K	—

Accountant / Auditor

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

1 pooled fund· $1.2M(5% of reported assets)

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.

Investment	Type	Current value	% of plan
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$1.2M	5.4%

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