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Original filing (PDF)20251003145424NAL0000865491001
MASS GENERAL BRIGHAM INCORPORATED
Form 5500
FILING_RECEIVED
MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLAN
Health & welfare plan
Signals · 2
~137 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,407
Accounts w/ balance
—
Plan assets (EOY)
$59.7M
Net assets (EOY)
$48.7M
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)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 137 bps in Schedule C fees — 757% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNUM | 01-0278678 | — | ADMINISTRATOR | $818K | — |
Investments
1 pooled fund· $44.5M(75% 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 |
|---|---|---|---|
| GHC LTD MASTER TRUST MASS GENERAL BRIGHAM INCORPORATED · EIN 22-2784305 / PN 570 | Master Trust | $44.5M | 74.5% |
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