401k Plan data: UMASS MEMORIAL HEALTH CARE 403(B) PLAN plan

UMASS MEMORIAL HEALTH CARE 403(B) PLAN 401k Plan overview

Plan Name	UMASS MEMORIAL HEALTH CARE 403(B) PLAN
Plan identification number	004

UMASS MEMORIAL HEALTH CARE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 DIANE SARKISIAN
004 2016-01-01 DIANE SARKISIAN
004 2015-01-01 DIANE SARKISIAN
004 2014-01-01 DIANE SARKISIAN
004 2013-01-01 DIANE SARKISIAN
004 2012-01-01 DIANE SARKISIAN
004 2011-01-01 DIANE SARKISIAN
004 2010-01-01 DIANE SARKISIAN
004 2009-01-01 DIANE SARKISIAN PATRICIA WEBB 2010-10-14

Plan Statistics for UMASS MEMORIAL HEALTH CARE 403(B) PLAN

401k plan membership statisitcs for UMASS MEMORIAL HEALTH CARE 403(B) PLAN

Measure Date Value
2022: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,572
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4,095
Number of retired or separated participants receiving benefits 2022-01-01 26
Number of other retired or separated participants entitled to future benefits 2022-01-01 975
Total of all active and inactive participants 2022-01-01 5,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 8
Total participants 2022-01-01 5,104
Number of participants with account balances 2022-01-01 4,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 13
2021: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,443
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,816
Number of retired or separated participants receiving benefits 2021-01-01 22
Number of other retired or separated participants entitled to future benefits 2021-01-01 727
Total of all active and inactive participants 2021-01-01 3,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 7
Total participants 2021-01-01 3,572
Number of participants with account balances 2021-01-01 3,171
2020: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,275
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,784
Number of retired or separated participants receiving benefits 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 645
Total of all active and inactive participants 2020-01-01 3,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 3,443
Number of participants with account balances 2020-01-01 3,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,652
Number of retired or separated participants receiving benefits 2019-01-01 20
Number of other retired or separated participants entitled to future benefits 2019-01-01 601
Total of all active and inactive participants 2019-01-01 3,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 3,275
Number of participants with account balances 2019-01-01 2,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,639
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,518
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 594
Total of all active and inactive participants 2018-01-01 3,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 3,125
Number of participants with account balances 2018-01-01 2,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,516
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,118
Number of other retired or separated participants entitled to future benefits 2017-01-01 518
Total of all active and inactive participants 2017-01-01 2,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 2,639
Number of participants with account balances 2017-01-01 2,605
2016: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,168
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,837
Number of other retired or separated participants entitled to future benefits 2016-01-01 676
Total of all active and inactive participants 2016-01-01 2,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 2,516
Number of participants with account balances 2016-01-01 2,394
2015: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,003
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,737
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 430
Total of all active and inactive participants 2015-01-01 2,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 2,168
Number of participants with account balances 2015-01-01 2,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,114
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,496
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 506
Total of all active and inactive participants 2014-01-01 2,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 2,003
Number of participants with account balances 2014-01-01 1,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,069
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,720
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 393
Total of all active and inactive participants 2013-01-01 2,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 2,114
Number of participants with account balances 2013-01-01 1,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,045
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,723
Number of other retired or separated participants entitled to future benefits 2012-01-01 345
Total of all active and inactive participants 2012-01-01 2,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2,069
Number of participants with account balances 2012-01-01 1,842
2011: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,890
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,737
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 308
Total of all active and inactive participants 2011-01-01 2,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,045
Number of participants with account balances 2011-01-01 1,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,851
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,585
Number of retired or separated participants receiving benefits 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 300
Total of all active and inactive participants 2010-01-01 1,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,890
Number of participants with account balances 2010-01-01 1,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,958
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,589
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 256
Total of all active and inactive participants 2009-01-01 1,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,851
Number of participants with account balances 2009-01-01 1,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,572
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4,095
Number of retired or separated participants receiving benefits	2022-01-01	26
Number of other retired or separated participants entitled to future benefits	2022-01-01	975
Total of all active and inactive participants	2022-01-01	5,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	8
Total participants	2022-01-01	5,104
Number of participants with account balances	2022-01-01	4,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	13
2021: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,443
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,816
Number of retired or separated participants receiving benefits	2021-01-01	22
Number of other retired or separated participants entitled to future benefits	2021-01-01	727
Total of all active and inactive participants	2021-01-01	3,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	3,572
Number of participants with account balances	2021-01-01	3,171
2020: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,275
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,784
Number of retired or separated participants receiving benefits	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	645
Total of all active and inactive participants	2020-01-01	3,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	3,443
Number of participants with account balances	2020-01-01	3,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,652
Number of retired or separated participants receiving benefits	2019-01-01	20
Number of other retired or separated participants entitled to future benefits	2019-01-01	601
Total of all active and inactive participants	2019-01-01	3,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	3,275
Number of participants with account balances	2019-01-01	2,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,639
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,518
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	594
Total of all active and inactive participants	2018-01-01	3,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	3,125
Number of participants with account balances	2018-01-01	2,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,516
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,118
Number of other retired or separated participants entitled to future benefits	2017-01-01	518
Total of all active and inactive participants	2017-01-01	2,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	2,639
Number of participants with account balances	2017-01-01	2,605
2016: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,168
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,837
Number of other retired or separated participants entitled to future benefits	2016-01-01	676
Total of all active and inactive participants	2016-01-01	2,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	2,516
Number of participants with account balances	2016-01-01	2,394
2015: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,003
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,737
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	430
Total of all active and inactive participants	2015-01-01	2,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	2,168
Number of participants with account balances	2015-01-01	2,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,114
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,496
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	506
Total of all active and inactive participants	2014-01-01	2,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	2,003
Number of participants with account balances	2014-01-01	1,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,069
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,720
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	393
Total of all active and inactive participants	2013-01-01	2,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	2,114
Number of participants with account balances	2013-01-01	1,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,045
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,723
Number of other retired or separated participants entitled to future benefits	2012-01-01	345
Total of all active and inactive participants	2012-01-01	2,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2,069
Number of participants with account balances	2012-01-01	1,842
2011: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,890
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,737
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	308
Total of all active and inactive participants	2011-01-01	2,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,045
Number of participants with account balances	2011-01-01	1,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,851
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,585
Number of retired or separated participants receiving benefits	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	300
Total of all active and inactive participants	2010-01-01	1,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,890
Number of participants with account balances	2010-01-01	1,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,958
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,589
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	256
Total of all active and inactive participants	2009-01-01	1,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,851
Number of participants with account balances	2009-01-01	1,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UMASS MEMORIAL HEALTH CARE 403(B) PLAN

Measure	Date	Value
2022 : UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$53,192,459
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
Total income from all sources (including contributions)	2022-12-31	$-50,479,403
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$31,331,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$31,168,870
Value of total corrective distributions	2022-12-31	$31,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$37,487,152
Value of total assets at end of year	2022-12-31	$491,173,903
Value of total assets at beginning of year	2022-12-31	$519,792,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$131,359
Total interest from all sources	2022-12-31	$1,294,853
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$23,373,774
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	$23,373,774
Administrative expenses professional fees incurred	2022-12-31	$21,735
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	$30,609,689
Participant contributions at end of year	2022-12-31	$910,452
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$319,879
Participant contributions at beginning of year	2022-12-31	$265,996
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,151,581
Other income not declared elsewhere	2022-12-31	$993,057
Administrative expenses (other) incurred	2022-12-31	$84,615
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
Value of net income/loss	2022-12-31	$-81,810,701
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$491,173,903
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$519,792,145
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
Investment advisory and management fees	2022-12-31	$25,009
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$435,436,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$473,480,134
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,108,363
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,428,444
Interest on participant loans	2022-12-31	$11,711
Interest earned on other investments	2022-12-31	$828,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$24,060,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$17,446,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$17,446,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$455,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$25,338,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$24,170,985
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-113,985,006
Net investment gain/loss from pooled separate accounts	2022-12-31	$356,767
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
Contributions received in cash from employer	2022-12-31	$725,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$31,168,870
Contract administrator fees	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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	COHNREZNICK LLP
Accountancy firm EIN	2022-12-31	221478099
2021 : UMASS MEMORIAL HEALTH CARE 403(B) 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 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	$97,067,624
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$30,499,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$30,355,799
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$19,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$32,997,775
Value of total assets at end of year	2021-12-31	$519,792,145
Value of total assets at beginning of year	2021-12-31	$453,224,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$124,523
Total interest from all sources	2021-12-31	$710,128
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$30,569,113
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	$30,569,113
Administrative expenses professional fees incurred	2021-12-31	$14,790
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$28,026,773
Participant contributions at end of year	2021-12-31	$265,996
Participant contributions at beginning of year	2021-12-31	$276,477
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,971,002
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$881,373
Administrative expenses (other) incurred	2021-12-31	$90,998
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	$66,567,979
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$519,792,145
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$453,224,166
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
Investment advisory and management fees	2021-12-31	$18,735
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$473,480,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$407,303,281
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,428,444
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,676,066
Interest on participant loans	2021-12-31	$0
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$707,720
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$17,446,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$19,240,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$19,240,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$24,170,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$22,728,181
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$31,245,797
Net investment gain/loss from pooled separate accounts	2021-12-31	$663,438
Net investment gain or loss from common/collective trusts	2021-12-31	$0
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
Contributions received in cash from employer	2021-12-31	$0
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	$30,355,799
Contract administrator fees	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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	COHNREZNICK LLP
Accountancy firm EIN	2021-12-31	221478099
2020 : UMASS MEMORIAL HEALTH CARE 403(B) 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	$95,796,705
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$28,688,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$28,581,385
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$12,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$30,887,905
Value of total assets at end of year	2020-12-31	$453,224,166
Value of total assets at beginning of year	2020-12-31	$386,115,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$94,110
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$79,864
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$15,903,343
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	$15,903,343
Administrative expenses professional fees incurred	2020-12-31	$13,670
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$26,809,660
Participant contributions at end of year	2020-12-31	$276,477
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,078,245
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$398,093
Administrative expenses (other) incurred	2020-12-31	$62,411
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	$67,108,493
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$453,224,166
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$386,115,673
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
Investment advisory and management fees	2020-12-31	$18,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$407,303,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$347,126,659
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,676,066
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,535,420
Interest on participant loans	2020-12-31	$0
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$39,692
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$19,240,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$15,272,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$15,272,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$40,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$22,728,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$19,181,388
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$48,567,349
Net investment gain/loss from pooled separate accounts	2020-12-31	$-39,849
Net investment gain or loss from common/collective trusts	2020-12-31	$0
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
Contributions received in cash from employer	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	$28,581,385
Contract administrator fees	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
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 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2019-12-31	$97,996,873
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$21,804,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$21,717,086
Value of total corrective distributions	2019-12-31	$20,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$30,340,053
Value of total assets at end of year	2019-12-31	$386,115,673
Value of total assets at beginning of year	2019-12-31	$309,923,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$67,352
Total interest from all sources	2019-12-31	$819,524
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$13,381,533
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	$13,381,533
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$25,106,796
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$21,943
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,233,257
Other income not declared elsewhere	2019-12-31	$361,395
Administrative expenses (other) incurred	2019-12-31	$64,264
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
Value of net income/loss	2019-12-31	$76,192,255
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$386,115,673
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$309,923,418
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$347,126,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$276,917,859
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,535,420
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,365,929
Interest earned on other investments	2019-12-31	$565,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$15,272,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,188,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,188,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$253,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,181,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,429,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$52,851,193
Net investment gain/loss from pooled separate accounts	2019-12-31	$243,175
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$21,717,086
Contract administrator fees	2019-12-31	$3,088
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
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 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2018-12-31	$12,129,848
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$15,166,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$15,092,919
Value of total corrective distributions	2018-12-31	$23,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$28,336,455
Value of total assets at end of year	2018-12-31	$309,923,418
Value of total assets at beginning of year	2018-12-31	$312,960,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$49,853
Total interest from all sources	2018-12-31	$643,887
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$14,820,118
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	$14,820,118
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$23,783,708
Participant contributions at end of year	2018-12-31	$21,943
Participant contributions at beginning of year	2018-12-31	$229,545
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,552,747
Other income not declared elsewhere	2018-12-31	$318,152
Administrative expenses (other) incurred	2018-12-31	$39,116
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
Value of net income/loss	2018-12-31	$-3,036,718
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$309,923,418
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$312,960,136
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
Investment advisory and management fees	2018-12-31	$10,737
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$276,917,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$281,714,830
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,365,929
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,034,261
Interest earned on other investments	2018-12-31	$465,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,188,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$12,797,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$12,797,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$177,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,429,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$14,184,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-32,182,698
Net investment gain/loss from pooled separate accounts	2018-12-31	$193,934
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$15,092,919
Contract administrator fees	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
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 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2017-12-31	$76,681,435
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$17,394,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$17,344,025
Value of total corrective distributions	2017-12-31	$28,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$28,329,662
Value of total assets at end of year	2017-12-31	$312,960,136
Value of total assets at beginning of year	2017-12-31	$253,673,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,898
Total interest from all sources	2017-12-31	$75,241
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$11,896,026
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	$11,896,026
Administrative expenses professional fees incurred	2017-12-31	$1,301
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$22,286,444
Participant contributions at end of year	2017-12-31	$229,545
Participant contributions at beginning of year	2017-12-31	$223,951
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,042,053
Other income not declared elsewhere	2017-12-31	$229,075
Administrative expenses (other) incurred	2017-12-31	$21,597
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
Value of net income/loss	2017-12-31	$59,286,502
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$312,960,136
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$253,673,634
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$281,714,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$226,413,105
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,034,261
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,844,804
Interest earned on other investments	2017-12-31	$22,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$12,797,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$10,894,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$10,894,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$52,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$14,184,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$12,297,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$35,981,527
Net investment gain/loss from pooled separate accounts	2017-12-31	$169,904
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
Contributions received in cash from employer	2017-12-31	$1,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$17,344,025
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
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 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,348
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
Total income from all sources (including contributions)	2016-12-31	$37,737,250
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$12,547,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$12,490,829
Value of total corrective distributions	2016-12-31	$22,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$22,313,325
Value of total assets at end of year	2016-12-31	$253,673,634
Value of total assets at beginning of year	2016-12-31	$228,481,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$34,133
Total interest from all sources	2016-12-31	$74,137
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$6,751,775
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	$6,751,775
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$21,223,350
Participant contributions at end of year	2016-12-31	$223,951
Participant contributions at beginning of year	2016-12-31	$182,135
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,089,975
Other income not declared elsewhere	2016-12-31	$130,743
Administrative expenses (other) incurred	2016-12-31	$34,133
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
Value of net income/loss	2016-12-31	$25,189,328
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$253,673,634
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$228,481,958
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$226,413,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$204,443,171
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,844,804
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,416,136
Interest earned on other investments	2016-12-31	$71,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$10,894,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$9,319,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$9,319,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$12,297,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$11,121,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$8,280,647
Net investment gain/loss from pooled separate accounts	2016-12-31	$186,623
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$12,490,829
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
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 403(B) PLAN 2015 401k financial data
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
Total income from all sources (including contributions)	2015-12-31	$24,976,011
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$9,810,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,766,200
Value of total corrective distributions	2015-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$21,880,108
Value of total assets at end of year	2015-12-31	$228,481,958
Value of total assets at beginning of year	2015-12-31	$213,316,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$43,650
Total interest from all sources	2015-12-31	$446,192
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$8,499,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$19,963,543
Participant contributions at end of year	2015-12-31	$182,135
Participant contributions at beginning of year	2015-12-31	$422,260
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,916,565
Administrative expenses (other) incurred	2015-12-31	$43,650
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
Value of net income/loss	2015-12-31	$15,165,161
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$228,481,958
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$213,316,797
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$204,443,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$191,548,963
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,416,136
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,956,453
Interest earned on other investments	2015-12-31	$445,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$9,319,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$9,395,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$9,395,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$11,121,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,993,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,097,335
Net investment gain/loss from pooled separate accounts	2015-12-31	$247,210
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
Income. Dividends from common stock	2015-12-31	$8,499,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,766,200
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
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 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-1,039,035
Total unrealized appreciation/depreciation of assets	2014-12-31	$-1,039,035
Total transfer of assets to this plan	2014-12-31	$3,938
Total transfer of assets from 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
Total income from all sources (including contributions)	2014-12-31	$32,846,366
Total loss/gain on sale of assets	2014-12-31	$-13,939
Total of all expenses incurred	2014-12-31	$12,777,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$12,770,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$20,252,440
Value of total assets at end of year	2014-12-31	$213,316,797
Value of total assets at beginning of year	2014-12-31	$193,244,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,280
Total interest from all sources	2014-12-31	$279,134
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$11,208,351
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	$11,208,351
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$18,879,203
Participant contributions at end of year	2014-12-31	$422,260
Participant contributions at beginning of year	2014-12-31	$407,874
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,373,237
Other income not declared elsewhere	2014-12-31	$112,195
Administrative expenses (other) incurred	2014-12-31	$7,280
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
Value of net income/loss	2014-12-31	$20,068,585
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$213,316,797
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$193,244,274
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$191,548,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$173,355,992
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,956,453
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,381,033
Interest earned on other investments	2014-12-31	$278,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$9,395,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$9,425,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$9,425,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,993,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,673,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,741,787
Net investment gain/loss from pooled separate accounts	2014-12-31	$305,433
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$12,770,501
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	$-13,939
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 AND DRISCOLL
Accountancy firm EIN	2014-12-31	042684828
2013 : UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$91,959
Total transfer of assets from 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
Total income from all sources (including contributions)	2013-12-31	$56,295,600
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$13,661,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$13,656,394
Value of total corrective distributions	2013-12-31	$914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$25,330,466
Value of total assets at end of year	2013-12-31	$193,244,274
Value of total assets at beginning of year	2013-12-31	$150,518,584
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,561
Total interest from all sources	2013-12-31	$217,851
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$4,553,865
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	$4,553,865
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$18,647,392
Participant contributions at end of year	2013-12-31	$407,874
Participant contributions at beginning of year	2013-12-31	$408,210
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$6,683,074
Other income not declared elsewhere	2013-12-31	$111,559
Administrative expenses (other) incurred	2013-12-31	$4,561
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
Value of net income/loss	2013-12-31	$42,633,731
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$193,244,274
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$150,518,584
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$173,355,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$134,779,845
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,381,033
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,837,845
Interest earned on other investments	2013-12-31	$217,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$9,425,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$8,186,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$8,186,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,673,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,306,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$25,880,953
Net investment gain/loss from pooled separate accounts	2013-12-31	$200,906
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$13,656,394
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
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 AND DRISCOLL
Accountancy firm EIN	2013-12-31	042684828
2012 : UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$369,763
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$39,512,258
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$7,654,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,639,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$24,094,195
Value of total assets at end of year	2012-12-31	$150,518,584
Value of total assets at beginning of year	2012-12-31	$118,290,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$14,421
Total interest from all sources	2012-12-31	$164,646
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,984,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,984,696
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$18,454,600
Participant contributions at end of year	2012-12-31	$408,210
Participant contributions at beginning of year	2012-12-31	$263,367
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,639,595
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$14,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$31,857,868
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$150,518,584
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$118,290,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$134,779,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$103,204,776
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,837,845
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,494,209
Interest earned on other investments	2012-12-31	$163,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$8,186,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$8,744,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$8,744,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,306,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,584,280
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$299,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$12,111,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,339,989
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FEELEY AND DRISCOLL
Accountancy firm EIN	2012-12-31	042684828
2011 : UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$369,416
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$15,450,682
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,055,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,048,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$17,350,760
Value of total assets at end of year	2011-12-31	$118,290,953
Value of total assets at beginning of year	2011-12-31	$106,526,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,578
Total interest from all sources	2011-12-31	$148,633
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,409,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,409,627
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$16,876,252
Participant contributions at end of year	2011-12-31	$263,367
Participant contributions at beginning of year	2011-12-31	$183,526
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$474,508
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$6,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$11,395,309
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$118,290,953
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$106,526,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$103,204,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$93,584,264
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,494,209
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,179,520
Interest earned on other investments	2011-12-31	$147,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$8,744,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$7,466,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$7,466,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,584,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,112,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,620,871
Net investment gain/loss from pooled separate accounts	2011-12-31	$162,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,048,795
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FEELEY AND DRISCOLL
Accountancy firm EIN	2011-12-31	042684828
2010 : UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$51,231
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	$27,285,765
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$4,163,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,160,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$15,366,689
Value of total assets at end of year	2010-12-31	$106,526,228
Value of total assets at beginning of year	2010-12-31	$83,352,610
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,140
Total interest from all sources	2010-12-31	$125,128
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,325,022
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	$1,325,022
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	$14,941,994
Participant contributions at end of year	2010-12-31	$183,526
Participant contributions at beginning of year	2010-12-31	$213,619
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$424,695
Other income not declared elsewhere	2010-12-31	$-145,270
Administrative expenses (other) incurred	2010-12-31	$3,140
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	$23,122,387
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$106,526,228
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$83,352,610
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	$93,584,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$72,789,594
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,179,520
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$773,160
Interest earned on other investments	2010-12-31	$123,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$7,466,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$6,066,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$6,066,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,112,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,509,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$10,484,681
Net investment gain/loss from pooled separate accounts	2010-12-31	$129,515
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,160,238
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 403(B) 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 403(B) PLAN

2022: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UMASS MEMORIAL HEALTH CARE 403(B) 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	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UMASS MEMORIAL HEALTH CARE 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	230
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	237
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	242
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	247
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	251
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	259
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	266
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	278
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	279
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	307
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	310
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

368780

Policy instance

Insurance contract or identification number	368780
Number of Individuals Covered	302
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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