401k Plan data: UMASS MEMORIAL HEALTH CARE PENSION PLAN plan

UMASS MEMORIAL HEALTH CARE PENSION PLAN 401k Plan overview

Plan Name	UMASS MEMORIAL HEALTH CARE PENSION PLAN
Plan identification number	005

UMASS MEMORIAL HEALTH CARE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2021-10-01
005 2021-10-01
005 2020-10-01
005 2019-10-01
005 2019-10-01

Plan Statistics for UMASS MEMORIAL HEALTH CARE PENSION PLAN

401k plan membership statisitcs for UMASS MEMORIAL HEALTH CARE PENSION PLAN

Measure Date Value
2022: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-09-30 1,170,135,175
Acturial value of plan assets 2022-09-30 1,073,081,776
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 248,790,646
Number of terminated vested participants 2022-09-30 2,254
Fundng target for terminated vested participants 2022-09-30 95,530,671
Active participant vested funding target 2022-09-30 674,449,760
Number of active participants 2022-09-30 8,722
Total funding liabilities for active participants 2022-09-30 679,474,023
Total participant count 2022-09-30 12,059
Total funding target for all participants 2022-09-30 1,023,795,340
Balance at beginning of prior year after applicable adjustments 2022-09-30 674,994
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 83,076,868
Carryover balanced portion elected for use to offset prior years funding requirement 2022-09-30 674,994
Prefunding balanced used to offset prior years funding requirement 2022-09-30 43,355,881
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 39,720,987
Present value of excess contributions 2022-09-30 53,639,131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 63,047,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 63,047,017
Reductions in caryover balances due to elections or deemed elections 2022-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-09-30 0
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 110,747,950
Total employer contributions 2022-09-30 59,200,000
Total employee contributions 2022-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 55,103,876
Liquidity shortfalls end of Q1 2022-09-30 0
Liquidity shortfalls end of Q2 2022-09-30 0
Liquidity shortfalls end of Q3 2022-09-30 0
Liquidity shortfalls end of Q4 2022-09-30 0
Unpaid minimum required contributions for all prior years 2022-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-09-30 0
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 49,783,240
Net shortfall amortization installment of oustanding balance 2022-09-30 61,461,514
Waiver amortization installment 2022-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 56,014,737
Carryover balance elected to use to offset funding requirement 2022-09-30 0
Prefunding balance elected to use to offset funding requirement 2022-09-30 47,814,527
Additional cash requirement 2022-09-30 8,200,210
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 55,103,876
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 12,032
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 8,364
Number of retired or separated participants receiving benefits 2021-10-01 1,145
Number of other retired or separated participants entitled to future benefits 2021-10-01 2,854
Total of all active and inactive participants 2021-10-01 12,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 122
Total participants 2021-10-01 12,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 422
Market value of plan assets 2021-09-30 993,265,375
Acturial value of plan assets 2021-09-30 968,131,892
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 220,786,046
Number of terminated vested participants 2021-09-30 2,337
Fundng target for terminated vested participants 2021-09-30 98,749,165
Active participant vested funding target 2021-09-30 584,665,003
Number of active participants 2021-09-30 8,327
Total funding liabilities for active participants 2021-09-30 590,937,488
Total participant count 2021-09-30 11,603
Total funding target for all participants 2021-09-30 910,472,699
Balance at beginning of prior year after applicable adjustments 2021-09-30 617,274
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 3,111,378
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 0
Amount remaining of carryover balance 2021-09-30 617,274
Amount remaining of prefunding balance 2021-09-30 3,111,378
Present value of excess contributions 2021-09-30 77,027,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 81,279,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 79,674,554
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 674,994
Balance of prefunding at beginning of current year 2021-09-30 83,076,868
Total employer contributions 2021-09-30 64,000,000
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 59,209,305
Liquidity shortfalls end of Q1 2021-09-30 0
Liquidity shortfalls end of Q2 2021-09-30 0
Liquidity shortfalls end of Q3 2021-09-30 0
Liquidity shortfalls end of Q4 2021-09-30 0
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 46,799,332
Net shortfall amortization installment of oustanding balance 2021-09-30 26,092,669
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 49,601,049
Carryover balance elected to use to offset funding requirement 2021-09-30 674,994
Prefunding balance elected to use to offset funding requirement 2021-09-30 43,355,881
Additional cash requirement 2021-09-30 5,570,174
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 59,209,305
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 11,567
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 8,718
Number of retired or separated participants receiving benefits 2020-10-01 989
Number of other retired or separated participants entitled to future benefits 2020-10-01 2,210
Total of all active and inactive participants 2020-10-01 11,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 115
Total participants 2020-10-01 12,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 55
Market value of plan assets 2020-09-30 32,821,037
Acturial value of plan assets 2020-09-30 32,549,805
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 9,780,534
Number of terminated vested participants 2020-09-30 190
Fundng target for terminated vested participants 2020-09-30 8,194,456
Active participant vested funding target 2020-09-30 9,698,809
Number of active participants 2020-09-30 95
Total funding liabilities for active participants 2020-09-30 9,739,883
Total participant count 2020-09-30 408
Total funding target for all participants 2020-09-30 27,714,873
Balance at beginning of prior year after applicable adjustments 2020-09-30 573,195
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-30 0
Prefunding balanced used to offset prior years funding requirement 2020-09-30 0
Amount remaining of carryover balance 2020-09-30 573,195
Amount remaining of prefunding balance 2020-09-30 0
Present value of excess contributions 2020-09-30 2,943,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 3,111,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 3,111,378
Reductions in caryover balances due to elections or deemed elections 2020-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-30 0
Balance of carryovers at beginning of current year 2020-09-30 617,274
Balance of prefunding at beginning of current year 2020-09-30 3,111,378
Total employer contributions 2020-09-30 120,950,000
Total employee contributions 2020-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 115,126,690
Unpaid minimum required contributions for all prior years 2020-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 34,026,742
Net shortfall amortization installment of oustanding balance 2020-09-30 35,457,274
Waiver amortization installment 2020-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 39,620,100
Carryover balance elected to use to offset funding requirement 2020-09-30 0
Prefunding balance elected to use to offset funding requirement 2020-09-30 0
Additional cash requirement 2020-09-30 39,620,100
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 115,126,690
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 408
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 8,263
Number of retired or separated participants receiving benefits 2019-10-01 850
Number of other retired or separated participants entitled to future benefits 2019-10-01 2,266
Total of all active and inactive participants 2019-10-01 11,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 124
Total participants 2019-10-01 11,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 114

Measure	Date	Value
2022: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-09-30	1,170,135,175
Acturial value of plan assets	2022-09-30	1,073,081,776
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	248,790,646
Number of terminated vested participants	2022-09-30	2,254
Fundng target for terminated vested participants	2022-09-30	95,530,671
Active participant vested funding target	2022-09-30	674,449,760
Number of active participants	2022-09-30	8,722
Total funding liabilities for active participants	2022-09-30	679,474,023
Total participant count	2022-09-30	12,059
Total funding target for all participants	2022-09-30	1,023,795,340
Balance at beginning of prior year after applicable adjustments	2022-09-30	674,994
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	83,076,868
Carryover balanced portion elected for use to offset prior years funding requirement	2022-09-30	674,994
Prefunding balanced used to offset prior years funding requirement	2022-09-30	43,355,881
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	39,720,987
Present value of excess contributions	2022-09-30	53,639,131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	63,047,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	63,047,017
Reductions in caryover balances due to elections or deemed elections	2022-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-09-30	0
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	110,747,950
Total employer contributions	2022-09-30	59,200,000
Total employee contributions	2022-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	55,103,876
Liquidity shortfalls end of Q1	2022-09-30	0
Liquidity shortfalls end of Q2	2022-09-30	0
Liquidity shortfalls end of Q3	2022-09-30	0
Liquidity shortfalls end of Q4	2022-09-30	0
Unpaid minimum required contributions for all prior years	2022-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-09-30	0
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	49,783,240
Net shortfall amortization installment of oustanding balance	2022-09-30	61,461,514
Waiver amortization installment	2022-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	56,014,737
Carryover balance elected to use to offset funding requirement	2022-09-30	0
Prefunding balance elected to use to offset funding requirement	2022-09-30	47,814,527
Additional cash requirement	2022-09-30	8,200,210
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	55,103,876
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	12,032
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	8,364
Number of retired or separated participants receiving benefits	2021-10-01	1,145
Number of other retired or separated participants entitled to future benefits	2021-10-01	2,854
Total of all active and inactive participants	2021-10-01	12,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	122
Total participants	2021-10-01	12,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	422
Market value of plan assets	2021-09-30	993,265,375
Acturial value of plan assets	2021-09-30	968,131,892
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	220,786,046
Number of terminated vested participants	2021-09-30	2,337
Fundng target for terminated vested participants	2021-09-30	98,749,165
Active participant vested funding target	2021-09-30	584,665,003
Number of active participants	2021-09-30	8,327
Total funding liabilities for active participants	2021-09-30	590,937,488
Total participant count	2021-09-30	11,603
Total funding target for all participants	2021-09-30	910,472,699
Balance at beginning of prior year after applicable adjustments	2021-09-30	617,274
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	3,111,378
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	0
Amount remaining of carryover balance	2021-09-30	617,274
Amount remaining of prefunding balance	2021-09-30	3,111,378
Present value of excess contributions	2021-09-30	77,027,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	81,279,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	79,674,554
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	674,994
Balance of prefunding at beginning of current year	2021-09-30	83,076,868
Total employer contributions	2021-09-30	64,000,000
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	59,209,305
Liquidity shortfalls end of Q1	2021-09-30	0
Liquidity shortfalls end of Q2	2021-09-30	0
Liquidity shortfalls end of Q3	2021-09-30	0
Liquidity shortfalls end of Q4	2021-09-30	0
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	46,799,332
Net shortfall amortization installment of oustanding balance	2021-09-30	26,092,669
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	49,601,049
Carryover balance elected to use to offset funding requirement	2021-09-30	674,994
Prefunding balance elected to use to offset funding requirement	2021-09-30	43,355,881
Additional cash requirement	2021-09-30	5,570,174
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	59,209,305
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	11,567
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	8,718
Number of retired or separated participants receiving benefits	2020-10-01	989
Number of other retired or separated participants entitled to future benefits	2020-10-01	2,210
Total of all active and inactive participants	2020-10-01	11,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	115
Total participants	2020-10-01	12,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	55
Market value of plan assets	2020-09-30	32,821,037
Acturial value of plan assets	2020-09-30	32,549,805
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	9,780,534
Number of terminated vested participants	2020-09-30	190
Fundng target for terminated vested participants	2020-09-30	8,194,456
Active participant vested funding target	2020-09-30	9,698,809
Number of active participants	2020-09-30	95
Total funding liabilities for active participants	2020-09-30	9,739,883
Total participant count	2020-09-30	408
Total funding target for all participants	2020-09-30	27,714,873
Balance at beginning of prior year after applicable adjustments	2020-09-30	573,195
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-30	0
Prefunding balanced used to offset prior years funding requirement	2020-09-30	0
Amount remaining of carryover balance	2020-09-30	573,195
Amount remaining of prefunding balance	2020-09-30	0
Present value of excess contributions	2020-09-30	2,943,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	3,111,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	3,111,378
Reductions in caryover balances due to elections or deemed elections	2020-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-30	0
Balance of carryovers at beginning of current year	2020-09-30	617,274
Balance of prefunding at beginning of current year	2020-09-30	3,111,378
Total employer contributions	2020-09-30	120,950,000
Total employee contributions	2020-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	115,126,690
Unpaid minimum required contributions for all prior years	2020-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	34,026,742
Net shortfall amortization installment of oustanding balance	2020-09-30	35,457,274
Waiver amortization installment	2020-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	39,620,100
Carryover balance elected to use to offset funding requirement	2020-09-30	0
Prefunding balance elected to use to offset funding requirement	2020-09-30	0
Additional cash requirement	2020-09-30	39,620,100
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	115,126,690
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	408
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	8,263
Number of retired or separated participants receiving benefits	2019-10-01	850
Number of other retired or separated participants entitled to future benefits	2019-10-01	2,266
Total of all active and inactive participants	2019-10-01	11,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	124
Total participants	2019-10-01	11,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	114

Financial Data on UMASS MEMORIAL HEALTH CARE PENSION PLAN

Measure	Date	Value
2022 : UMASS MEMORIAL HEALTH CARE PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-30	$-23,440,152
Total unrealized appreciation/depreciation of assets	2022-09-30	$-23,440,152
Total transfer of assets to this plan	2022-09-30	$0
Total transfer of assets from this plan	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$1,053,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$2,427,699
Expenses. Interest paid	2022-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-135,396,894
Total loss/gain on sale of assets	2022-09-30	$-707,947
Total of all expenses incurred	2022-09-30	$106,245,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$94,411,122
Expenses. Certain deemed distributions of participant loans	2022-09-30	$0
Value of total corrective distributions	2022-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$59,200,000
Value of total assets at end of year	2022-09-30	$930,613,409
Value of total assets at beginning of year	2022-09-30	$1,173,629,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$11,834,142
Total income from rents	2022-09-30	$0
Total interest from all sources	2022-09-30	$3,374,057
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$4,574,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$3,460,033
Administrative expenses professional fees incurred	2022-09-30	$1,266,835
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-09-30	$2,886,505
Assets. Other investments not covered elsewhere at beginning of year	2022-09-30	$11,089,254
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-30	$2,244,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-09-30	$3,344,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-30	$492,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-30	$2,167,521
Other income not declared elsewhere	2022-09-30	$399,180
Administrative expenses (other) incurred	2022-09-30	$8,322,055
Liabilities. Value of operating payables at end of year	2022-09-30	$560,806
Liabilities. Value of operating payables at beginning of year	2022-09-30	$260,178
Total non interest bearing cash at end of year	2022-09-30	$0
Total non interest bearing cash at beginning of year	2022-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Income. Non cash contributions	2022-09-30	$0
Value of net income/loss	2022-09-30	$-241,642,158
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$929,559,791
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$1,171,201,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Assets. partnership/joint venture interests at end of year	2022-09-30	$255,420,094
Assets. partnership/joint venture interests at beginning of year	2022-09-30	$244,711,583
Investment advisory and management fees	2022-09-30	$2,245,252
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$93,074,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$191,543,711
Value of interest in pooled separate accounts at end of year	2022-09-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-09-30	$0
Interest on participant loans	2022-09-30	$0
Income. Interest from loans (other than to participants)	2022-09-30	$0
Interest earned on other investments	2022-09-30	$311,824
Income. Interest from US Government securities	2022-09-30	$107,357
Income. Interest from corporate debt instruments	2022-09-30	$2,964,890
Value of interest in master investment trust accounts at end of year	2022-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-09-30	$0
Value of interest in common/collective trusts at end of year	2022-09-30	$243,299,621
Value of interest in common/collective trusts at beginning of year	2022-09-30	$240,033,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$321,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$321,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-30	$-10,014
Assets. Value of investments in 103.12 investment entities at end of year	2022-09-30	$170,218,154
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-09-30	$245,935,024
Expenses. Payments to insurance carriers foe the provision of benefits	2022-09-30	$0
Asset value of US Government securities at end of year	2022-09-30	$3,416,239
Asset value of US Government securities at beginning of year	2022-09-30	$6,728,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-32,199,733
Net investment gain/loss from pooled separate accounts	2022-09-30	$0
Net investment gain or loss from common/collective trusts	2022-09-30	$-85,448,539
Net gain/loss from 103.12 investment entities	2022-09-30	$-61,148,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Assets. Invements in employer securities at end of year	2022-09-30	$0
Assets. Invements in employer securities at beginning of year	2022-09-30	$0
Assets. Value of employer real property at end of year	2022-09-30	$0
Assets. Value of employer real property at beginning of year	2022-09-30	$0
Contributions received in cash from employer	2022-09-30	$59,200,000
Employer contributions (assets) at end of year	2022-09-30	$59,200,000
Employer contributions (assets) at beginning of year	2022-09-30	$64,000,000
Income. Dividends from preferred stock	2022-09-30	$0
Income. Dividends from common stock	2022-09-30	$1,114,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$94,411,122
Asset. Corporate debt instrument preferred debt at end of year	2022-09-30	$20,888,441
Asset. Corporate debt instrument preferred debt at beginning of year	2022-09-30	$58,486,966
Asset. Corporate debt instrument debt (other) at end of year	2022-09-30	$29,079,717
Asset. Corporate debt instrument debt (other) at beginning of year	2022-09-30	$52,090,162
Contract administrator fees	2022-09-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-09-30	$50,885,906
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-09-30	$55,344,691
Liabilities. Value of benefit claims payable at end of year	2022-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-09-30	$0
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Aggregate proceeds on sale of assets	2022-09-30	$219,849,846
Aggregate carrying amount (costs) on sale of assets	2022-09-30	$220,557,793
Liabilities. Value of acquisition indebtedness at end of year	2022-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-09-30	$0
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	COHNREZNICK LLP
Accountancy firm EIN	2022-09-30	221478099
2021 : UMASS MEMORIAL HEALTH CARE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-09-30	$75,212,943
Total unrealized appreciation/depreciation of assets	2021-09-30	$75,212,943
Total transfer of assets to this plan	2021-09-30	$0
Total transfer of assets from this plan	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$2,427,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$1,820,675
Expenses. Interest paid	2021-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$256,265,752
Total loss/gain on sale of assets	2021-09-30	$21,414,571
Total of all expenses incurred	2021-09-30	$78,596,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$67,086,590
Expenses. Certain deemed distributions of participant loans	2021-09-30	$0
Value of total corrective distributions	2021-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$64,000,000
Value of total assets at end of year	2021-09-30	$1,173,629,648
Value of total assets at beginning of year	2021-09-30	$995,352,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$11,509,498
Total income from rents	2021-09-30	$0
Total interest from all sources	2021-09-30	$3,882,351
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$7,433,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$5,959,380
Administrative expenses professional fees incurred	2021-09-30	$1,435,377
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2021-09-30	$11,089,254
Assets. Other investments not covered elsewhere at beginning of year	2021-09-30	$8,394,896
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-09-30	$3,344,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-09-30	$27,313,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-09-30	$2,167,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-09-30	$1,467,164
Other income not declared elsewhere	2021-09-30	$-25,120,666
Administrative expenses (other) incurred	2021-09-30	$7,495,014
Liabilities. Value of operating payables at end of year	2021-09-30	$260,178
Liabilities. Value of operating payables at beginning of year	2021-09-30	$353,511
Total non interest bearing cash at end of year	2021-09-30	$0
Total non interest bearing cash at beginning of year	2021-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Income. Non cash contributions	2021-09-30	$0
Value of net income/loss	2021-09-30	$177,669,664
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$1,171,201,949
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$993,532,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Assets. partnership/joint venture interests at end of year	2021-09-30	$244,711,583
Assets. partnership/joint venture interests at beginning of year	2021-09-30	$179,273,792
Investment advisory and management fees	2021-09-30	$2,579,107
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$191,543,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$222,509,936
Value of interest in pooled separate accounts at end of year	2021-09-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-09-30	$0
Interest on participant loans	2021-09-30	$0
Income. Interest from loans (other than to participants)	2021-09-30	$0
Interest earned on other investments	2021-09-30	$388,132
Income. Interest from US Government securities	2021-09-30	$95,217
Income. Interest from corporate debt instruments	2021-09-30	$3,399,602
Value of interest in master investment trust accounts at end of year	2021-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2021-09-30	$0
Value of interest in common/collective trusts at end of year	2021-09-30	$240,033,655
Value of interest in common/collective trusts at beginning of year	2021-09-30	$130,537,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-09-30	$321,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-09-30	$-600
Assets. Value of investments in 103.12 investment entities at end of year	2021-09-30	$245,935,024
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-09-30	$160,682,211
Expenses. Payments to insurance carriers foe the provision of benefits	2021-09-30	$0
Asset value of US Government securities at end of year	2021-09-30	$6,728,727
Asset value of US Government securities at beginning of year	2021-09-30	$1,639,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$36,238,265
Net investment gain/loss from pooled separate accounts	2021-09-30	$0
Net investment gain or loss from common/collective trusts	2021-09-30	$48,756,795
Net gain/loss from 103.12 investment entities	2021-09-30	$24,447,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Assets. Invements in employer securities at end of year	2021-09-30	$0
Assets. Invements in employer securities at beginning of year	2021-09-30	$0
Assets. Value of employer real property at end of year	2021-09-30	$0
Assets. Value of employer real property at beginning of year	2021-09-30	$0
Contributions received in cash from employer	2021-09-30	$64,000,000
Employer contributions (assets) at end of year	2021-09-30	$64,000,000
Employer contributions (assets) at beginning of year	2021-09-30	$29,000,000
Income. Dividends from preferred stock	2021-09-30	$0
Income. Dividends from common stock	2021-09-30	$1,474,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$67,086,590
Asset. Corporate debt instrument preferred debt at end of year	2021-09-30	$58,486,966
Asset. Corporate debt instrument preferred debt at beginning of year	2021-09-30	$44,790,961
Asset. Corporate debt instrument debt (other) at end of year	2021-09-30	$52,090,162
Asset. Corporate debt instrument debt (other) at beginning of year	2021-09-30	$44,742,086
Contract administrator fees	2021-09-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-09-30	$55,344,691
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-09-30	$146,468,545
Liabilities. Value of benefit claims payable at end of year	2021-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-09-30	$0
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Aggregate proceeds on sale of assets	2021-09-30	$205,405,258
Aggregate carrying amount (costs) on sale of assets	2021-09-30	$183,990,687
Liabilities. Value of acquisition indebtedness at end of year	2021-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-09-30	$0
Opinion of an independent qualified public accountant for this plan	2021-09-30	Unqualified
Accountancy firm name	2021-09-30	COHNREZNICK LLP
Accountancy firm EIN	2021-09-30	221478099
2020 : UMASS MEMORIAL HEALTH CARE PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$-21,264,452
Total unrealized appreciation/depreciation of assets	2020-09-30	$-21,264,452
Total transfer of assets to this plan	2020-09-30	$947,525,838
Total transfer of assets from this plan	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$1,820,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$20,410
Total income from all sources (including contributions)	2020-09-30	$180,409,676
Total loss/gain on sale of assets	2020-09-30	$20,296,805
Total of all expenses incurred	2020-09-30	$167,242,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$165,749,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$120,950,000
Value of total assets at end of year	2020-09-30	$995,352,960
Value of total assets at beginning of year	2020-09-30	$32,859,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$1,492,855
Total interest from all sources	2020-09-30	$5,126,222
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$9,540,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$7,603,143
Administrative expenses professional fees incurred	2020-09-30	$1,322,933
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$7,500,000
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Assets. Other investments not covered elsewhere at end of year	2020-09-30	$8,394,896
Assets. Other investments not covered elsewhere at beginning of year	2020-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-09-30	$27,313,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-09-30	$1,467,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-09-30	$0
Other income not declared elsewhere	2020-09-30	$44,817,193
Administrative expenses (other) incurred	2020-09-30	$32,640
Liabilities. Value of operating payables at end of year	2020-09-30	$353,511
Liabilities. Value of operating payables at beginning of year	2020-09-30	$20,410
Total non interest bearing cash at end of year	2020-09-30	$0
Total non interest bearing cash at beginning of year	2020-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$13,167,221
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$993,532,285
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$32,839,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Assets. partnership/joint venture interests at end of year	2020-09-30	$179,273,792
Assets. partnership/joint venture interests at beginning of year	2020-09-30	$0
Investment advisory and management fees	2020-09-30	$137,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$222,509,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$0
Interest earned on other investments	2020-09-30	$738,687
Income. Interest from US Government securities	2020-09-30	$309,081
Income. Interest from corporate debt instruments	2020-09-30	$4,078,948
Value of interest in master investment trust accounts at end of year	2020-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2020-09-30	$29,709,636
Value of interest in common/collective trusts at end of year	2020-09-30	$130,537,651
Value of interest in common/collective trusts at beginning of year	2020-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$-494
Assets. Value of investments in 103.12 investment entities at end of year	2020-09-30	$160,682,211
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-09-30	$113,633,000
Asset value of US Government securities at end of year	2020-09-30	$1,639,837
Asset value of US Government securities at beginning of year	2020-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$120,950,000
Employer contributions (assets) at end of year	2020-09-30	$29,000,000
Employer contributions (assets) at beginning of year	2020-09-30	$3,150,000
Income. Dividends from common stock	2020-09-30	$1,937,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$52,116,600
Asset. Corporate debt instrument preferred debt at end of year	2020-09-30	$44,790,961
Asset. Corporate debt instrument preferred debt at beginning of year	2020-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-09-30	$44,742,086
Asset. Corporate debt instrument debt (other) at beginning of year	2020-09-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-09-30	$146,468,545
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-09-30	$0
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Aggregate proceeds on sale of assets	2020-09-30	$320,956,110
Aggregate carrying amount (costs) on sale of assets	2020-09-30	$300,659,305
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	COHNREZNICK LLP
Accountancy firm EIN	2020-09-30	221478099

Form 5500 Responses for UMASS MEMORIAL HEALTH CARE PENSION PLAN

2021: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: UMASS MEMORIAL HEALTH CARE PENSION PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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