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  2. Umass Memorial Healthalliance-Clinton Hospital, Inc
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

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Umass Memorial Healthalliance-Clinton Hospital, Inc

EIN 04-2103555-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$143.9M assets
Health & Benefits
0
Participants
2,501
60 HOSPITAL ROAD - LEOMINSTER, MA 01453978-466-4748healthalliance.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#003403(b)-$129.0M - 2,220 part#002403(b)-$14.9M - 281 part

Retirement portfolio analytics

2 plans aggregated / $143.9M assets / 2,501 participants

Assets by plan

Share of aggregate retirement assets

  • PARTNERSHIP RETIREMENT Savings (#003)$129.0M
  • SHELTERED ANNUITY PLAN (#002)$14.9M
Total $143.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • FID INV INST OPS CO$143.9M
Total $143.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PARTNERSHIP RETIREMENT Savings (#003)2,220
  • SHELTERED ANNUITY PLAN (#002)281
Total 2,501Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN

403(b)

Assets$129.0M
Participants2,220
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN

403(b)

Assets$14.9M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN403(b)$129.0M2,2202025
#002CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN403(b)$14.9M2812025
  • HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN$129.0M
    #003 · 403(b) · 20252,220
  • CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN$14.9M
    #002 · 403(b) · 2025281
Retirement plans
Health & Benefits plans

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