401k Plan data: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN plan

MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan Name	MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN
Plan identification number	333

MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MASSACHUSETTS GENERAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name: MASSACHUSETTS GENERAL HOSPITAL

Employer identification number (EIN): 041564655

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2014-10-01 KEVIN HARRINGTON ELEANOR FLYNN SALVUCCI 2016-07-14
333 2013-10-01 KEVIN HARRINGTON JASON FAN 2015-07-13
333 2012-10-01 PAUL CHANEY JASON FAN 2014-07-11
333 2011-10-01 PAUL CHANEY JASON FAN 2014-07-11
333 2009-10-01 PAUL CHANEY ELEANOR FLYNN SALVUCCI 2011-06-21
333 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
333	2014-10-01	KEVIN HARRINGTON	ELEANOR FLYNN SALVUCCI	2016-07-14
333	2013-10-01	KEVIN HARRINGTON	JASON FAN	2015-07-13
333	2012-10-01	PAUL CHANEY	JASON FAN	2014-07-11
333	2011-10-01	PAUL CHANEY	JASON FAN	2014-07-11
333	2009-10-01	PAUL CHANEY	ELEANOR FLYNN SALVUCCI	2011-06-21
333	2008-10-01

Plan Statistics for MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN

Measure Date Value
2014: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 33,183
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 24,677
Number of retired or separated participants receiving benefits 2014-10-01 3,226
Number of other retired or separated participants entitled to future benefits 2014-10-01 6,025
Total of all active and inactive participants 2014-10-01 33,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 421
Total participants 2014-10-01 34,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 1,321
2013: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 32,014
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 24,291
Number of retired or separated participants receiving benefits 2013-10-01 2,963
Number of other retired or separated participants entitled to future benefits 2013-10-01 5,532
Total of all active and inactive participants 2013-10-01 32,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 397
Total participants 2013-10-01 33,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1,177
2012: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 30,230
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 23,759
Number of retired or separated participants receiving benefits 2012-10-01 2,731
Number of other retired or separated participants entitled to future benefits 2012-10-01 5,160
Total of all active and inactive participants 2012-10-01 31,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 364
Total participants 2012-10-01 32,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 1,059
2011: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 30,265
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 22,591
Number of retired or separated participants receiving benefits 2011-10-01 2,483
Number of other retired or separated participants entitled to future benefits 2011-10-01 4,785
Total of all active and inactive participants 2011-10-01 29,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 371
Total participants 2011-10-01 30,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 2,076
2009: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 28,611
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 22,746
Number of retired or separated participants receiving benefits 2009-10-01 2,196
Number of other retired or separated participants entitled to future benefits 2009-10-01 4,139
Total of all active and inactive participants 2009-10-01 29,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 353
Total participants 2009-10-01 29,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1,198

Measure	Date	Value
2014: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	33,183
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	24,677
Number of retired or separated participants receiving benefits	2014-10-01	3,226
Number of other retired or separated participants entitled to future benefits	2014-10-01	6,025
Total of all active and inactive participants	2014-10-01	33,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	421
Total participants	2014-10-01	34,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	1,321
2013: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	32,014
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	24,291
Number of retired or separated participants receiving benefits	2013-10-01	2,963
Number of other retired or separated participants entitled to future benefits	2013-10-01	5,532
Total of all active and inactive participants	2013-10-01	32,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	397
Total participants	2013-10-01	33,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1,177
2012: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	30,230
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	23,759
Number of retired or separated participants receiving benefits	2012-10-01	2,731
Number of other retired or separated participants entitled to future benefits	2012-10-01	5,160
Total of all active and inactive participants	2012-10-01	31,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	364
Total participants	2012-10-01	32,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	1,059
2011: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	30,265
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	22,591
Number of retired or separated participants receiving benefits	2011-10-01	2,483
Number of other retired or separated participants entitled to future benefits	2011-10-01	4,785
Total of all active and inactive participants	2011-10-01	29,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	371
Total participants	2011-10-01	30,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	2,076
2009: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	28,611
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	22,746
Number of retired or separated participants receiving benefits	2009-10-01	2,196
Number of other retired or separated participants entitled to future benefits	2009-10-01	4,139
Total of all active and inactive participants	2009-10-01	29,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	353
Total participants	2009-10-01	29,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1,198

Financial Data on MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN

Measure	Date	Value
2015 : MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$47,271,408
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$83,042,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$79,021,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$150,381,809
Value of total assets at end of year	2015-09-30	$3,139,078,306
Value of total assets at beginning of year	2015-09-30	$3,174,849,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$4,021,457
Total interest from all sources	2015-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Administrative expenses professional fees incurred	2015-09-30	$1,288,824
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Administrative expenses (other) incurred	2015-09-30	$2,440,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-35,771,299
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$3,139,078,306
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$3,174,849,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in master investment trust accounts at end of year	2015-09-30	$2,988,696,497
Value of interest in master investment trust accounts at beginning of year	2015-09-30	$2,949,921,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$150,381,809
Employer contributions (assets) at end of year	2015-09-30	$150,381,809
Employer contributions (assets) at beginning of year	2015-09-30	$224,928,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$79,021,250
Contract administrator fees	2015-09-30	$292,426
Did the plan have assets held for investment	2015-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	No
Opinion of an independent qualified public accountant for this plan	2015-09-30	Unqualified
Accountancy firm name	2015-09-30	BDO USA LLP
Accountancy firm EIN	2015-09-30	135381590
2014 : MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$471,838,406
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$68,574,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$64,552,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$224,928,082
Value of total assets at end of year	2014-09-30	$3,174,849,605
Value of total assets at beginning of year	2014-09-30	$2,771,585,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$4,021,978
Total interest from all sources	2014-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Administrative expenses professional fees incurred	2014-09-30	$1,246,974
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$10,000,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Administrative expenses (other) incurred	2014-09-30	$2,569,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$403,263,793
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$3,174,849,605
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$2,771,585,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in master investment trust accounts at end of year	2014-09-30	$2,949,921,523
Value of interest in master investment trust accounts at beginning of year	2014-09-30	$2,638,084,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$224,928,082
Employer contributions (assets) at end of year	2014-09-30	$224,928,082
Employer contributions (assets) at beginning of year	2014-09-30	$133,501,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$64,552,635
Contract administrator fees	2014-09-30	$205,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-09-30	No
Did the plan have assets held for investment	2014-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	No
Opinion of an independent qualified public accountant for this plan	2014-09-30	Unqualified
Accountancy firm name	2014-09-30	FEELEY & DRISCOLL
Accountancy firm EIN	2014-09-30	042684828
2013 : MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$383,146,863
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$57,692,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$54,792,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$133,501,018
Value of total assets at end of year	2013-09-30	$2,771,585,812
Value of total assets at beginning of year	2013-09-30	$2,446,131,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$2,899,918
Total interest from all sources	2013-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Administrative expenses professional fees incurred	2013-09-30	$1,309,843
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$10,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Administrative expenses (other) incurred	2013-09-30	$1,150,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$325,454,542
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$2,771,585,812
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$2,446,131,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in master investment trust accounts at end of year	2013-09-30	$2,638,084,794
Value of interest in master investment trust accounts at beginning of year	2013-09-30	$2,173,869,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$133,501,018
Employer contributions (assets) at end of year	2013-09-30	$133,501,018
Employer contributions (assets) at beginning of year	2013-09-30	$272,261,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$54,792,403
Contract administrator fees	2013-09-30	$439,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-09-30	No
Did the plan have assets held for investment	2013-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	No
Opinion of an independent qualified public accountant for this plan	2013-09-30	Unqualified
Accountancy firm name	2013-09-30	FEELEY & DRISCOLL
Accountancy firm EIN	2013-09-30	042684828
2012 : MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$484,137,102
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$52,231,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$49,658,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$272,261,418
Value of total assets at end of year	2012-09-30	$2,446,131,270
Value of total assets at beginning of year	2012-09-30	$2,014,225,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$2,573,508
Total interest from all sources	2012-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Administrative expenses professional fees incurred	2012-09-30	$572,908
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$10,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Administrative expenses (other) incurred	2012-09-30	$1,244,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$431,905,355
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$2,446,131,270
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$2,014,225,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in master investment trust accounts at end of year	2012-09-30	$2,173,869,852
Value of interest in master investment trust accounts at beginning of year	2012-09-30	$1,562,769,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$272,261,418
Employer contributions (assets) at end of year	2012-09-30	$272,261,418
Employer contributions (assets) at beginning of year	2012-09-30	$451,456,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$49,658,239
Contract administrator fees	2012-09-30	$756,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-09-30	No
Did the plan have assets held for investment	2012-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	No
Opinion of an independent qualified public accountant for this plan	2012-09-30	Unqualified
Accountancy firm name	2012-09-30	FEELEY & DRISCOLL
Accountancy firm EIN	2012-09-30	042684828
2011 : MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total transfer of assets to this plan	2011-09-30	$5,418,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$589,516,207
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$44,624,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$40,043,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$583,539,007
Value of total assets at end of year	2011-09-30	$2,014,225,915
Value of total assets at beginning of year	2011-09-30	$1,463,916,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$4,581,579
Total interest from all sources	2011-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Administrative expenses professional fees incurred	2011-09-30	$698,707
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$10,000,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Administrative expenses (other) incurred	2011-09-30	$3,193,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$544,891,341
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$2,014,225,915
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$1,463,916,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in master investment trust accounts at end of year	2011-09-30	$1,562,769,502
Value of interest in master investment trust accounts at beginning of year	2011-09-30	$1,463,916,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$583,539,007
Employer contributions (assets) at end of year	2011-09-30	$451,456,413
Employer contributions (assets) at beginning of year	2011-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$40,043,287
Contract administrator fees	2011-09-30	$689,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-09-30	No
Did the plan have assets held for investment	2011-09-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	No
Opinion of an independent qualified public accountant for this plan	2011-09-30	Unqualified
Accountancy firm name	2011-09-30	FEELEY & DRISCOLL
Accountancy firm EIN	2011-09-30	042684828
2010 : MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN

2014: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	Yes
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: MASSACHUSETTS GENERAL HOSPITAL CASH BALANCE RETIREMENT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	MASSACHUSETTS GENERAL HOSPITAL
Employer identification number (EIN):	041564655
NAIC Classification:	622000
NAIC Description:	Hospitals