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Original filing (PDF)20250715144224NAL0003466544001
UMASS MEMORIAL HEALTH CARE, INC.
Form 5500
FILING_RECEIVED
UMASS MEMORIAL HEALTH CARE PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
9,418
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
9 collective trusts
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
- 31 bps in Schedule C fees — 516% above peer band of 5 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 UMASS MEMORIAL HEALTH CARE, INC..
Plan sponsor
Name
UMASS MEMORIAL HEALTH CARE, INC.
EIN
04-3358566
Address
WBC- 67 MILLBROOK STREET · NORTH BUILDING, 1ST FLOOR · WORCESTER, MA · 01606
Phone
(508) 334-8511
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 25-6078093 | — | CUSTODIAN | $134K | — |
Advisor / Consultant
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | 04-3515240 | — | INVESTMENT MANAGER | $550K | — |
| MARATHON LONDON INTERNATIONAL INVES | 04-3237387 | — | INVESTMENT MANAGER | $405K | — |
| BOSTON PARTNERS | — | BOSTON, MA | INVESTMENT MANAGER | $398K | — |
| ACADIAN ASSET MANAGEMENT LLC | 45-2634493 | — | INVESTMENT MANAGER | $386K | — |
| WALTER SCOTT & PARTNERS LIMITED | 98-0465834 | — | INVESTMENT MANAGER | $353K | — |
| INCOME RESEARCH + MANAGEMENT | 27-4823991 | — | INVESTMENT MANAGER | $242K | — |
| MELLON CAPITAL MGMT | 25-1442864 | — | INVESTMENT MANAGER | $50K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | INVESTMENT MANAGER | $25K | — |
| NEPC, LLC | — | BOSTON, MA | INVESTMENT MANAGER | $19K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | AUDITOR | $30K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $1.2M | — |
Investments
9 pooled funds· $582.0M(47% 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.
Common Collective Trust
$422.9M
5 holdings
103-12 Investment Entity
$159.0M
4 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM MELLON DB SL BROAD MARKET STOC THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 106 | Common Collective Trust | $174.0M | 14.1% |
| STATE STREET LONG US TREASURY INDEX STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 479 | Common Collective Trust | $149.0M | 12.0% |
| IR&M LONG GOVERNMENT/CREDIT FUND LL INCOME RESEARCH & MANAGEMENT · EIN 27-4823991 / PN 001 | 103-12 Investment Entity | $83.7M | 6.8% |
| MARATHON LONDON INTERNATIONAL INVES MARATHON ASSET MANAGEMENT LLP · EIN 04-3237387 / PN 001 | 103-12 Investment Entity | $47.7M | 3.8% |
| NCS GROUP TRUST GLOBAL FUND BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD · EIN 76-6192146 / PN 003 | Common Collective Trust | $39.5M | 3.2% |
| POLEN FOCUS GR COLL INV TRUST SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | $31.0M | 2.5% |
| STATE STREET 20+ YEAR US TREASURY S STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 169 | Common Collective Trust | $29.5M | 2.4% |
| GLOBAL ALPHA INTERNATIONAL SMALL CA GLOBAL ALPHA CAPITAL MANAGEMENT LTD. · EIN 30-0958532 / PN 001 | 103-12 Investment Entity | $27.7M | 2.2% |
| ACADIAN EMERGING MARKETS EQUITY II ACADIAN ASSET MANAGEMENT LLC · EIN 04-2929221 / PN 012 | 103-12 Investment Entity | $0 | <0.1% |