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  2. UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC
Sponsor portfolioTH

UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC

EIN 04-2103555-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$130.5M assets
Welfare
0
Participants
2,405
60 HOSPITAL ROAD - LEOMINSTER, MA 01453978-466-4748healthalliance.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#003403b-$116.7M - 2,128 part#002403b-$13.8M - 277 part

Retirement portfolio analytics

2 plans aggregated / $130.5M assets / 2,405 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PARTNERSHIP RETIREMENT Savings (#003)89%
  • SHELTERED ANNUITY PLAN (#002)11%
Total $130.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • FID INV INST OPS CO100%
Total $130.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERSHIP RETIREMENT Savings (#003)2,128
  • SHELTERED ANNUITY PLAN (#002)277
Total 2,405Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN

403b

Assets$116.7M
Participants2,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN

403b

Assets$13.8M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN403b$116.7M2,1282024
002CLINTON HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN403b$13.8M2772024
Retirement plans
Welfare plans
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