401k Plan data: UMASS MEMORIAL HEALTH VENTURES, INC. 403B RETIREMENT PLAN plan

UMASS MEMORIAL HEALTH VENTURES, INC. 403B RETIREMENT PLAN 401k Plan overview

Plan Name	UMASS MEMORIAL HEALTH VENTURES, INC. 403B RETIREMENT PLAN
Plan identification number	001

UMASS MEMORIAL HEALTH VENTURES, INC. 403B RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UMASS MEMORIAL HEALTH VENTURES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UMASS MEMORIAL HEALTH VENTURES, INC.

Employer identification number (EIN): 222605679

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UMASS MEMORIAL HEALTH VENTURES, INC. 403B RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DIANE SARKISIAN 2016-07-14
001 2014-01-01 DIANE SARKISIAN 2015-09-28
001 2013-01-01 CHERYL LAPRIORE 2014-10-15
001 2012-01-01 CHERYL LAPRIORE 2013-10-09
001 2011-01-01 GARY LAPIDAS 2012-10-11
001 2010-12-13 ELIZABETH SIMMARANO 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	DIANE SARKISIAN	2016-07-14
001	2014-01-01	DIANE SARKISIAN	2015-09-28
001	2013-01-01	CHERYL LAPRIORE	2014-10-15
001	2012-01-01	CHERYL LAPRIORE	2013-10-09
001	2011-01-01	GARY LAPIDAS	2012-10-11
001	2010-12-13	ELIZABETH SIMMARANO	2011-10-17

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Company Name:	UMASS MEMORIAL HEALTH VENTURES, INC.
Employer identification number (EIN):	222605679
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories