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  2. MASS GENERAL BRIGHAM INCORPORATED
Sponsor portfolioTH

MASS GENERAL BRIGHAM INCORPORATED

EIN 04-3230035-hospital & health care-Latest filing 2025
Plans
7
Retirement
3
$28.98B assets
Welfare
4
$60.9M premiums
Participants
336,603
399 REVOLUTION DRIVE, SUITE 245 - SOMERVILLE, MA 02145833-275-6947massgeneralbrigham.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
7 filings
#010403b-$16.75B - 136,132 part#499CashBalance-$11.59B - 96,507 part#500403b-$645.2M - 9,930 part#501Mixed-$52.9M - 106,609 lives#503Fully Insured-$8.0M - 2,591 lives#507Self Funded-0 lives#560Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $28.98B assets / 242,569 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 $28.98BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • (Not disclosed)60%
  • ALIGHT SOLUTIONS LLC40%
Total $28.98BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND MEMBER ORGANIZATIONS (#010)136,132
  • AND MEMBER ORGANIZATIONS (#499)96,507
  • AND MEMBER ORGANIZATIONS (#500)9,930
Total 242,569Click row to drill in

Benefits portfolio analytics

4 plans / $60.9M premiums / 109,200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$43.5M
  • Life$31.0M
  • Long-term disability$9.4M
Total $52.9M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • METROPOLITAN LIFE INSURANCE COMPANY58%
  • AETNA LIFE INSURANCE COMPANY22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • LEGALPLANS, USA2%
  • ACE AMERICAN INSURANCE COMPANY0%
  • +1 more
Total $52.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • EMPOWER BENEFITS INC DBA CORESTREAM81%
  • WILLIS TOWERS WATSON US LLC9%
  • CUSTOM BENEFIT PROGRAMS INC5%
  • CORESTREAM3%
  • ALIGHT SOLUTIONS1%
  • +2 more
Total $5.6M7 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$16.75B
Participants136,132
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$11.59B
Participants96,507
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$645.2M
Participants9,930
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$52.9M
Covered lives106,609
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$16.75B136,1322025
499CONSOLIDATED CASH BALANCE PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONSCashBalance$11.59B96,5072025
500CONSOLIDATED 401(A) AND 401(K) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS403b$645.2M9,9302025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENEFIT PROGRAM FOR MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONSMixedMETROPOLITAN LIFE INSURANCE COMPANY$52.9M106,6092025
503MASS GENERAL BRIGHAM LONG-TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$8.0M2,5912024
507MASS GENERAL BRIGHAM RETIREE BENEFITS PLANSelf Funded-$002025
560CONSOLIDATED RETIREE MEDICAL SAVINGS ACCOUNT PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONSSelf Funded-$002025
Retirement plans
Welfare plans
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