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  2. MASS GENERAL BRIGHAM INCORPORATED
Sponsor portfolioTH

MASS GENERAL BRIGHAM INCORPORATED

EIN 04-3230035-hospital & health care-Latest filing 2024
Plans
7
Retirement
3
$25.88B assets
Welfare
4
$57.1M premiums
Participants
323,945
399 REVOLUTION DRIVE, SUITE 245 - SOMERVILLE, MA 02145833-275-6947massgeneralbrigham.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
7 filings
#010403b-$14.92B - 131,090 part#499CashBalance-$10.33B - 92,406 part#500403b-$628.8M - 10,028 part#501Mixed-$49.1M - 107,436 lives#503Fully Insured-$8.0M - 2,591 lives#507Self Funded-0 lives#560Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $25.88B assets / 233,524 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • AND MEMBER ORGANIZATIONS (#010)58%
  • AND MEMBER ORGANIZATIONS (#499)40%
  • AND MEMBER ORGANIZATIONS (#500)2%
Total $25.88BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • (Not disclosed)60%
  • ALIGHT SOLUTIONS LLC40%
Total $25.88BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND MEMBER ORGANIZATIONS (#010)131,090
  • AND MEMBER ORGANIZATIONS (#499)92,406
  • AND MEMBER ORGANIZATIONS (#500)10,028
Total 233,524Click row to drill in

Benefits portfolio analytics

4 plans / $57.1M premiums / 110,027 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$40.7M
  • Life$29.4M
  • Long-term disability$16.4M
Total $57.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • AETNA LIFE INSURANCE COMPANY19%
  • LEGALPLANS, USA1%
  • ACE AMERICAN INSURANCE COMPANY0%
  • +1 more
Total $57.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • EMPOWER BENEFITS INC DBA CORESTREAM80%
  • WILLIS TOWERS WATSON US LLC15%
  • CORESTREAM3%
  • CUSTOM BENEFIT PROGRAMS INC1%
  • ALIGHT SOLUTIONS1%
  • +1 more
Total $4.6M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#010

CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS

403b

Assets$14.92B
Participants131,090
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#499

CONSOLIDATED CASH BALANCE PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS

CashBalance

Assets$10.33B
Participants92,406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#500

CONSOLIDATED 401(A) AND 401(K) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS

403b

Assets$628.8M
Participants10,028
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BENEFIT PROGRAM FOR MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$49.1M
Covered lives107,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$8.0M
Covered lives2,591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

MASS GENERAL BRIGHAM RETIREE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560

CONSOLIDATED RETIREE MEDICAL SAVINGS ACCOUNT PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
010CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS403b$14.92B131,0902024
499CONSOLIDATED CASH BALANCE PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONSCashBalance$10.33B92,4062024
500CONSOLIDATED 401(A) AND 401(K) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS403b$628.8M10,0282024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENEFIT PROGRAM FOR MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONSMixedMETROPOLITAN LIFE INSURANCE COMPANY$49.1M107,4362024
503MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$8.0M2,5912024
507MASS GENERAL BRIGHAM RETIREE BENEFITS PLANSelf Funded-$002024
560CONSOLIDATED RETIREE MEDICAL SAVINGS ACCOUNT PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONSSelf Funded-$002024
Retirement plans
Welfare plans
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