Brian Martin signed MASS General Brigham Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MASS General Brigham Incorporated's EIN is 04-3230035.
Download the official 2023 Form 5500 (PDF) for MASS General Brigham Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)MASS General Brigham Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $140K | — |
| FIDELITY INVESTMENTS INST. OP. CO. | 04-3532603 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts | Mutual Funds | — | — | $90.5M | 14.4% | |
| TIAA Funds Global Equities 651 * TIAA Funds Money Market 618 * TIAA Funds Equity Index 543 * TIAA Funds Bond Market 167 * TIAA Funds Inflation-Linked Bond 80 * TIAA Funds Social Choice 56 Vanguard Funds Target Retirement 2025 | Common Collective Trusts | — | — | $90.2M | 14.3% | |
| Vanguard Funds Target Retirement 2035 | Mutual Funds | — | — | $88.2M | 14.0% | |
| Vanguard Funds Target Retirement 2030 | Mutual Funds | — | — | $86.3M | 13.7% | |
| Vanguard Funds Target Retirement 2040 | Mutual Funds | — | — | $60.3M | 9.6% | |
| Vanguard Funds Target Retirement 2020 | Mutual Funds | — | — | $48.9M | 7.8% | |
| Vanguard Funds Target Retirement 2045 | Mutual Funds | — | — | $36.4M | 5.8% | |
| Vanguard Funds Target Retirement Income | Mutual Funds | — | — | $34.1M | 5.4% | |
| Vanguard Funds Institution Index | Mutual Funds | — | — | $19.7M | 3.1% | |
| Vanguard Funds Target Retirement 2050 | Mutual Funds | — | — | $18.6M | 3.0% | |
| Vanguard Funds Prime Money Market | Mutual Funds | — | — | $10.5M | 1.7% | |
| TIAA Traditional Non Benefit Responsive | Mutual Funds | — | — | $9.6M | 1.5% | |
| Vanguard Funds Target Retirement 2055 | Mutual Funds | — | — | $5.9M | 0.9% | |
| Artisan Global Val IS | Other securities | — | — | $4.3M | 0.7% | |
| Vanguard Funds Ext Market Index Ins | Mutual Funds | — | — | $3.5M | 0.6% | |
| TIAA Funds Stock | Mutual Funds | — | — | $3.4M | 0.5% | |
| Vanguard Funds FTSE SOC Index IS | Mutual Funds | — | — | $2.4M | 0.4% | |
| Vanguard Funds Target Retirement 2060 | Mutual Funds | — | — | $2.2M | 0.3% | |
| Vanguard Funds International Stock IS | Mutual Funds | — | — | $2.0M | 0.3% | |
| Vanguard Funds IS US Agg Bond Index K | Mutual Funds | — | — | $1.9M | 0.3% | |
| PIMCO Global Advantage Strategy Bd Instl | Mutual Funds | — | — | $1.6M | 0.3% | |
| TIAA Funds Growth | Mutual Funds | — | — | $1.4M | 0.2% | |
| TIAA REAL ESTATE TIAA · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $496K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
