401k Plan data: UMASS MEMORIAL HEALTH CARE 401(K) PLAN plan

UMASS MEMORIAL HEALTH CARE 401(K) PLAN 401k Plan overview

Plan Name	UMASS MEMORIAL HEALTH CARE 401(K) PLAN
Plan identification number	003

UMASS MEMORIAL HEALTH CARE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: UMASS MEMORIAL HEALTH CARE, INC.

Employer identification number (EIN): 043358566

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UMASS MEMORIAL HEALTH CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DIANE SARKISIAN
003 2016-01-01 DIANE SARKISIAN
003 2015-01-01 DIANE SARKISIAN
003 2014-01-01 DIANE SARKISIAN
003 2013-01-01 DIANE SARKISIAN
003 2010-01-01 DIANE SARKISIAN
003 2009-01-01 DIANE SARKISIAN PATRICIA WEBB 2010-10-08

Plan Statistics for UMASS MEMORIAL HEALTH CARE 401(K) PLAN

401k plan membership statisitcs for UMASS MEMORIAL HEALTH CARE 401(K) PLAN

Measure Date Value
2022: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12,283
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12,451
Number of retired or separated participants receiving benefits 2022-01-01 113
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,957
Total of all active and inactive participants 2022-01-01 15,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 13
Total participants 2022-01-01 15,534
Number of participants with account balances 2022-01-01 11,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 282
2021: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11,792
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9,422
Number of retired or separated participants receiving benefits 2021-01-01 102
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,752
Total of all active and inactive participants 2021-01-01 12,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 7
Total participants 2021-01-01 12,283
Number of participants with account balances 2021-01-01 10,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 295
2020: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11,233
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9,352
Number of retired or separated participants receiving benefits 2020-01-01 67
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,365
Total of all active and inactive participants 2020-01-01 11,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 8
Total participants 2020-01-01 11,792
Number of participants with account balances 2020-01-01 9,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 231
2019: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10,866
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8,976
Number of retired or separated participants receiving benefits 2019-01-01 83
Number of other retired or separated participants entitled to future benefits 2019-01-01 2,167
Total of all active and inactive participants 2019-01-01 11,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 11,233
Number of participants with account balances 2019-01-01 9,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 214
2018: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11,567
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8,731
Number of retired or separated participants receiving benefits 2018-01-01 68
Number of other retired or separated participants entitled to future benefits 2018-01-01 2,062
Total of all active and inactive participants 2018-01-01 10,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 10,866
Number of participants with account balances 2018-01-01 8,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 222
2017: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10,426
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9,630
Number of retired or separated participants receiving benefits 2017-01-01 57
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,875
Total of all active and inactive participants 2017-01-01 11,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 11,567
Number of participants with account balances 2017-01-01 9,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 172
2016: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10,038
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8,605
Number of retired or separated participants receiving benefits 2016-01-01 39
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,776
Total of all active and inactive participants 2016-01-01 10,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 10,426
Number of participants with account balances 2016-01-01 7,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 134
2015: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10,443
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8,255
Number of retired or separated participants receiving benefits 2015-01-01 30
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,746
Total of all active and inactive participants 2015-01-01 10,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 7
Total participants 2015-01-01 10,038
Number of participants with account balances 2015-01-01 7,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 69
2014: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10,523
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8,861
Number of retired or separated participants receiving benefits 2014-01-01 26
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,548
Total of all active and inactive participants 2014-01-01 10,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 8
Total participants 2014-01-01 10,443
Number of participants with account balances 2014-01-01 7,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 87
2013: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10,374
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9,149
Number of retired or separated participants receiving benefits 2013-01-01 20
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,346
Total of all active and inactive participants 2013-01-01 10,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 8
Total participants 2013-01-01 10,523
Number of participants with account balances 2013-01-01 7,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 31
2010: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10,343
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9,518
Number of retired or separated participants receiving benefits 2010-01-01 28
Number of other retired or separated participants entitled to future benefits 2010-01-01 983
Total of all active and inactive participants 2010-01-01 10,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10,529
Number of participants with account balances 2010-01-01 6,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 128
2009: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10,110
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9,370
Number of retired or separated participants receiving benefits 2009-01-01 22
Number of other retired or separated participants entitled to future benefits 2009-01-01 951
Total of all active and inactive participants 2009-01-01 10,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10,343
Number of participants with account balances 2009-01-01 5,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 83

Measure	Date	Value
2022: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12,283
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12,451
Number of retired or separated participants receiving benefits	2022-01-01	113
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,957
Total of all active and inactive participants	2022-01-01	15,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	13
Total participants	2022-01-01	15,534
Number of participants with account balances	2022-01-01	11,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	282
2021: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11,792
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9,422
Number of retired or separated participants receiving benefits	2021-01-01	102
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,752
Total of all active and inactive participants	2021-01-01	12,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	12,283
Number of participants with account balances	2021-01-01	10,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	295
2020: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11,233
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9,352
Number of retired or separated participants receiving benefits	2020-01-01	67
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,365
Total of all active and inactive participants	2020-01-01	11,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	8
Total participants	2020-01-01	11,792
Number of participants with account balances	2020-01-01	9,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	231
2019: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10,866
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8,976
Number of retired or separated participants receiving benefits	2019-01-01	83
Number of other retired or separated participants entitled to future benefits	2019-01-01	2,167
Total of all active and inactive participants	2019-01-01	11,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	11,233
Number of participants with account balances	2019-01-01	9,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	214
2018: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11,567
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8,731
Number of retired or separated participants receiving benefits	2018-01-01	68
Number of other retired or separated participants entitled to future benefits	2018-01-01	2,062
Total of all active and inactive participants	2018-01-01	10,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	10,866
Number of participants with account balances	2018-01-01	8,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	222
2017: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10,426
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9,630
Number of retired or separated participants receiving benefits	2017-01-01	57
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,875
Total of all active and inactive participants	2017-01-01	11,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	11,567
Number of participants with account balances	2017-01-01	9,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	172
2016: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10,038
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8,605
Number of retired or separated participants receiving benefits	2016-01-01	39
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,776
Total of all active and inactive participants	2016-01-01	10,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	10,426
Number of participants with account balances	2016-01-01	7,897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	134
2015: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10,443
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8,255
Number of retired or separated participants receiving benefits	2015-01-01	30
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,746
Total of all active and inactive participants	2015-01-01	10,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	7
Total participants	2015-01-01	10,038
Number of participants with account balances	2015-01-01	7,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	69
2014: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10,523
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8,861
Number of retired or separated participants receiving benefits	2014-01-01	26
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,548
Total of all active and inactive participants	2014-01-01	10,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	8
Total participants	2014-01-01	10,443
Number of participants with account balances	2014-01-01	7,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	87
2013: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10,374
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9,149
Number of retired or separated participants receiving benefits	2013-01-01	20
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,346
Total of all active and inactive participants	2013-01-01	10,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	8
Total participants	2013-01-01	10,523
Number of participants with account balances	2013-01-01	7,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	31
2010: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10,343
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9,518
Number of retired or separated participants receiving benefits	2010-01-01	28
Number of other retired or separated participants entitled to future benefits	2010-01-01	983
Total of all active and inactive participants	2010-01-01	10,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10,529
Number of participants with account balances	2010-01-01	6,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	128
2009: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10,110
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9,370
Number of retired or separated participants receiving benefits	2009-01-01	22
Number of other retired or separated participants entitled to future benefits	2009-01-01	951
Total of all active and inactive participants	2009-01-01	10,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10,343
Number of participants with account balances	2009-01-01	5,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	83

Financial Data on UMASS MEMORIAL HEALTH CARE 401(K) PLAN

Measure	Date	Value
2022 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-149,730,050
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$79,080,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$78,260,435
Expenses. Certain deemed distributions of participant loans	2022-12-31	$48,572
Value of total corrective distributions	2022-12-31	$7,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$85,505,730
Value of total assets at end of year	2022-12-31	$1,024,393,453
Value of total assets at beginning of year	2022-12-31	$1,253,203,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$763,509
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$1,052,309
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$69,593,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$69,593,096
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$21,893
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$47,412,898
Participant contributions at end of year	2022-12-31	$18,847,335
Participant contributions at beginning of year	2022-12-31	$18,890,877
Participant contributions at end of year	2022-12-31	$815,131
Participant contributions at beginning of year	2022-12-31	$780,550
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$13,021,899
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$2,717,168
Administrative expenses (other) incurred	2022-12-31	$693,562
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-228,810,394
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,024,393,453
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,253,203,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$48,054
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$952,411,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,187,284,524
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$763,604
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$28,889,602
Value of interest in common/collective trusts at beginning of year	2022-12-31	$22,997,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$23,057,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$22,909,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$22,909,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$288,705
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-306,859,875
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,738,478
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$25,070,933
Employer contributions (assets) at end of year	2022-12-31	$371,989
Employer contributions (assets) at beginning of year	2022-12-31	$340,552
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$78,260,435
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
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	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	COHNREZNICK LLP
Accountancy firm EIN	2022-12-31	221478099
2021 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$233,486,456
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$70,594,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$69,923,604
Expenses. Certain deemed distributions of participant loans	2021-12-31	$13,216
Value of total corrective distributions	2021-12-31	$1,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$76,081,392
Value of total assets at end of year	2021-12-31	$1,253,203,847
Value of total assets at beginning of year	2021-12-31	$1,090,312,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$656,935
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$743,582
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$96,653,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$96,653,335
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$14,790
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$45,041,247
Participant contributions at end of year	2021-12-31	$18,890,877
Participant contributions at beginning of year	2021-12-31	$17,761,288
Participant contributions at end of year	2021-12-31	$780,550
Participant contributions at beginning of year	2021-12-31	$730,854
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,833,151
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$2,422,228
Administrative expenses (other) incurred	2021-12-31	$597,706
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$162,891,691
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,253,203,847
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,090,312,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$44,439
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,187,284,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,021,906,685
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$730,846
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$0
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$22,997,886
Value of interest in common/collective trusts at beginning of year	2021-12-31	$22,892,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$22,909,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$26,696,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$26,696,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$12,736
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$57,909,662
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$-323,743
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$24,206,994
Employer contributions (assets) at end of year	2021-12-31	$340,552
Employer contributions (assets) at beginning of year	2021-12-31	$324,181
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$69,923,604
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
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	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	COHNREZNICK LLP
Accountancy firm EIN	2021-12-31	221478099
2020 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$236,760,843
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$62,917,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$62,619,917
Expenses. Certain deemed distributions of participant loans	2020-12-31	$14,709
Value of total corrective distributions	2020-12-31	$2,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$72,998,529
Value of total assets at end of year	2020-12-31	$1,090,312,156
Value of total assets at beginning of year	2020-12-31	$916,468,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$280,367
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$767,293
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$48,157,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$48,157,148
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$13,670
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$41,971,516
Participant contributions at end of year	2020-12-31	$17,761,288
Participant contributions at beginning of year	2020-12-31	$18,141,074
Participant contributions at end of year	2020-12-31	$730,854
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,932,692
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$1,042,813
Administrative expenses (other) incurred	2020-12-31	$224,813
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$173,843,394
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,090,312,156
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$916,468,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$41,884
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,021,906,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$859,615,274
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$713,684
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$22,892,548
Value of interest in common/collective trusts at beginning of year	2020-12-31	$19,946,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$26,696,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$18,765,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$18,765,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$53,609
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$112,954,403
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$840,657
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$23,094,321
Employer contributions (assets) at end of year	2020-12-31	$324,181
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$62,619,917
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
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	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	COHNREZNICK LLP
Accountancy firm EIN	2020-12-31	221478099
2019 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$233,070,587
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$47,762,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$47,470,115
Expenses. Certain deemed distributions of participant loans	2019-12-31	$36,204
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$66,748,274
Value of total assets at end of year	2019-12-31	$916,468,762
Value of total assets at beginning of year	2019-12-31	$731,160,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$255,933
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$995,616
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$40,566,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$40,566,468
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$37,905,203
Participant contributions at end of year	2019-12-31	$18,141,074
Participant contributions at beginning of year	2019-12-31	$16,773,588
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,280,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$948,154
Administrative expenses (other) incurred	2019-12-31	$255,933
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$185,308,335
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$916,468,762
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$731,160,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$859,615,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$679,106,790
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$700,895
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$19,946,749
Value of interest in common/collective trusts at beginning of year	2019-12-31	$19,812,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$18,765,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$15,467,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$15,467,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$294,721
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$122,966,006
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$846,069
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$21,562,488
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$47,470,115
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
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	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHNREZNICK LLP
Accountancy firm EIN	2019-12-31	221478099
2018 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$21,234,044
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$38,704,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$38,413,688
Expenses. Certain deemed distributions of participant loans	2018-12-31	$66,630
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$61,879,317
Value of total assets at end of year	2018-12-31	$731,160,427
Value of total assets at beginning of year	2018-12-31	$748,630,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$223,741
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$839,051
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$43,341,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$43,341,025
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$35,710,335
Participant contributions at end of year	2018-12-31	$16,773,588
Participant contributions at beginning of year	2018-12-31	$15,195,785
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$570,466
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,579,940
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$855,255
Administrative expenses (other) incurred	2018-12-31	$223,741
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-17,470,015
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$731,160,427
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$748,630,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$679,106,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$703,435,664
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$650,313
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$19,812,870
Value of interest in common/collective trusts at beginning of year	2018-12-31	$17,889,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$15,467,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$11,247,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$11,247,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$188,738
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-85,813,087
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$132,483
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$20,589,042
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$291,749
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$38,413,688
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
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	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COHNREZNICK LLP
Accountancy firm EIN	2018-12-31	221478099
2017 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$178,600,240
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$37,270,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$37,009,064
Expenses. Certain deemed distributions of participant loans	2017-12-31	$341
Value of total corrective distributions	2017-12-31	$819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$58,122,130
Value of total assets at end of year	2017-12-31	$748,630,442
Value of total assets at beginning of year	2017-12-31	$607,300,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$260,458
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$596,574
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$35,475,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$35,475,518
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$34,078,144
Participant contributions at end of year	2017-12-31	$15,195,785
Participant contributions at beginning of year	2017-12-31	$12,618,794
Participant contributions at end of year	2017-12-31	$570,466
Participant contributions at beginning of year	2017-12-31	$627,486
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,169,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$606,286
Administrative expenses (other) incurred	2017-12-31	$260,458
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$141,329,558
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$748,630,442
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$607,300,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$703,435,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$566,040,192
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$541,835
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$17,889,247
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,807,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$11,247,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$10,000,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$10,000,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$54,739
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$83,672,027
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$127,705
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$19,874,456
Employer contributions (assets) at end of year	2017-12-31	$291,749
Employer contributions (assets) at beginning of year	2017-12-31	$206,207
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$37,009,064
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$0
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	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BDO USA, LLP
Accountancy firm EIN	2017-12-31	135381590
2016 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$90,616,938
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$33,218,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$33,002,283
Expenses. Certain deemed distributions of participant loans	2016-12-31	$970
Value of total corrective distributions	2016-12-31	$5,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$52,670,544
Value of total assets at end of year	2016-12-31	$607,300,884
Value of total assets at beginning of year	2016-12-31	$549,902,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$209,263
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$479,107
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$19,388,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$19,388,392
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$31,523,031
Participant contributions at end of year	2016-12-31	$12,618,794
Participant contributions at beginning of year	2016-12-31	$12,001,248
Participant contributions at end of year	2016-12-31	$627,486
Participant contributions at beginning of year	2016-12-31	$495,981
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,944,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$456,367
Administrative expenses (other) incurred	2016-12-31	$209,263
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$57,398,487
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$607,300,884
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$549,902,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$566,040,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$513,949,450
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$477,621
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$17,807,463
Value of interest in common/collective trusts at beginning of year	2016-12-31	$15,733,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$10,000,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$7,538,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$7,538,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,486
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$17,476,746
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$145,782
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$14,203,452
Employer contributions (assets) at end of year	2016-12-31	$206,207
Employer contributions (assets) at beginning of year	2016-12-31	$183,490
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$33,002,283
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
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	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BDO USA, LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$54,274,417
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$34,058,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$33,809,374
Expenses. Certain deemed distributions of participant loans	2015-12-31	$29,724
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$46,744,996
Value of total assets at end of year	2015-12-31	$549,902,397
Value of total assets at beginning of year	2015-12-31	$529,686,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$219,871
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$464,687
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$25,105,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$25,105,714
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$28,689,038
Participant contributions at end of year	2015-12-31	$12,001,248
Participant contributions at beginning of year	2015-12-31	$11,457,027
Participant contributions at end of year	2015-12-31	$495,981
Participant contributions at beginning of year	2015-12-31	$566,870
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,106,190
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$463,321
Administrative expenses (other) incurred	2015-12-31	$219,871
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$20,215,448
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$549,902,397
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$529,686,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$513,949,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$494,402,692
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$463,627
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$15,733,763
Value of interest in common/collective trusts at beginning of year	2015-12-31	$15,557,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$7,538,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$7,445,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$7,445,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,060
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-18,560,350
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$56,049
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$12,949,768
Employer contributions (assets) at end of year	2015-12-31	$183,490
Employer contributions (assets) at beginning of year	2015-12-31	$257,636
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$33,809,374
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
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	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BDO USA, LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$75,746,597
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$34,776,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$34,551,839
Expenses. Certain deemed distributions of participant loans	2014-12-31	$28,978
Value of total corrective distributions	2014-12-31	$378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$44,886,378
Value of total assets at end of year	2014-12-31	$529,686,949
Value of total assets at beginning of year	2014-12-31	$488,716,482
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$194,935
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$469,610
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$35,914,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$35,914,747
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$28,190,094
Participant contributions at end of year	2014-12-31	$11,457,027
Participant contributions at beginning of year	2014-12-31	$10,557,728
Participant contributions at end of year	2014-12-31	$566,870
Participant contributions at beginning of year	2014-12-31	$563,729
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,568,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$406,896
Administrative expenses (other) incurred	2014-12-31	$194,935
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$40,970,467
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$529,686,949
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$488,716,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$494,402,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$454,016,406
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$439,933
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$15,557,091
Value of interest in common/collective trusts at beginning of year	2014-12-31	$16,366,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$7,445,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$6,958,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$6,958,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$29,677
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-6,069,720
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$138,686
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$13,128,243
Employer contributions (assets) at end of year	2014-12-31	$257,636
Employer contributions (assets) at beginning of year	2014-12-31	$253,685
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$34,551,839
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
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	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FEELEY & DRISCOLL
Accountancy firm EIN	2014-12-31	042684828
2013 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$122,994,188
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$29,545,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$29,370,284
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,889
Value of total corrective distributions	2013-12-31	$2,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$43,708,202
Value of total assets at end of year	2013-12-31	$488,716,482
Value of total assets at beginning of year	2013-12-31	$395,267,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$169,297
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$377,376
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$13,012,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$13,012,483
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$27,412,630
Participant contributions at end of year	2013-12-31	$10,557,728
Participant contributions at beginning of year	2013-12-31	$8,765,753
Participant contributions at end of year	2013-12-31	$563,729
Participant contributions at beginning of year	2013-12-31	$539,793
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,627,851
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$423,698
Administrative expenses (other) incurred	2013-12-31	$169,297
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$93,449,005
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$488,716,482
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$395,267,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$454,016,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$364,127,787
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$374,527
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$16,366,732
Value of interest in common/collective trusts at beginning of year	2013-12-31	$16,637,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$6,958,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$5,015,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$5,015,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,849
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$65,551,322
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$-78,893
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$12,667,721
Employer contributions (assets) at end of year	2013-12-31	$253,685
Employer contributions (assets) at beginning of year	2013-12-31	$181,523
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$29,370,284
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
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	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FEELEY & DRISCOLL
Accountancy firm EIN	2013-12-31	042684828
2010 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$74,686,185
Total of all expenses incurred	2010-12-31	$11,204,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$11,080,101
Expenses. Certain deemed distributions of participant loans	2010-12-31	$481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$40,665,613
Value of total assets at end of year	2010-12-31	$308,887,400
Value of total assets at beginning of year	2010-12-31	$245,406,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$124,390
Total interest from all sources	2010-12-31	$260,447
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$5,689,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$5,689,459
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$24,500,980
Participant contributions at end of year	2010-12-31	$6,147,910
Participant contributions at beginning of year	2010-12-31	$4,551,286
Participant contributions at end of year	2010-12-31	$408,444
Participant contributions at beginning of year	2010-12-31	$369,248
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,118,384
Administrative expenses (other) incurred	2010-12-31	$124,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$63,481,213
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$308,887,400
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$245,406,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$285,898,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$213,482,580
Interest on participant loans	2010-12-31	$257,143
Value of interest in common/collective trusts at end of year	2010-12-31	$5,673,407
Value of interest in common/collective trusts at beginning of year	2010-12-31	$5,405,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$10,600,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$21,450,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$21,450,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$27,852,098
Net investment gain or loss from common/collective trusts	2010-12-31	$218,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$11,046,249
Employer contributions (assets) at end of year	2010-12-31	$157,938
Employer contributions (assets) at beginning of year	2010-12-31	$146,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$11,080,101
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FEELEY & DRISCOLL, P.C.
Accountancy firm EIN	2010-12-31	042684828
2009 : UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UMASS MEMORIAL HEALTH CARE 401(K) PLAN

2022: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2010: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UMASS MEMORIAL HEALTH CARE 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UMASS MEMORIAL HEALTH CARE, INC.
Employer identification number (EIN):	043358566
NAIC Classification:	622000
NAIC Description:	Hospitals