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Original filing (PDF)20250709171334NAL0008364640001
MASS GENERAL BRIGHAM INCORPORATED
Form 5500
FILING_RECEIVED
CONSOLIDATED CASH BALANCE PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
60,621
Accounts w/ balance
—
Plan assets (EOY)
$10.3B
Net assets (EOY)
$10.3B
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)
95
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASS GENERAL BRIGHAM INCORPORATED.
Plan sponsor
Name
MASS GENERAL BRIGHAM INCORPORATED
EIN
04-3230035
Address
399 REVOLUTION DRIVE · SUITE 245 · SOMERVILLE, MA · 02145
Phone
(833) 275-6947
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
499
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-09
Pension benefit codes
1C · Cash balance or similar hybrid DB
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | — | WALTHAM, MA | RECORDKEEPER | $2.6M | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET CORPORATION | 04-1867445 | — | TRUSTEE | $93K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS | 13-4008324 | — | AUDITOR | $200K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | 53-0181291 | — | ACTUARY | $434K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN LEWIS AND BOCHIUS LLP | 25-6631509 | — | LEGAL | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT | 16-0468020 | — | ADMINISTRATOR | $104K | — |
Investments
1 pooled fund· $10.3B(100% 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 |
|---|---|---|---|
| MGB ERISA MASTER TRUST MASS GENERAL BRIGHAM · EIN 04-3294527 / PN 004 | Master Trust | $10.3B | 100.0% |