Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
University of Massachusetts Global
EIN 26-0152908Educational ServicesLatest filing 2025
Plans
3
Retirement
2
$78.3M assets
Health & Benefits
1
$6.7M premiums
Participants
2,707
65 ENTERPRISE, SUITE 150 - ALISO VIEJO, CA 92656949-383-3614
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $78.3M assets / 2,327 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$78.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 425 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.4M
- Prescription drug$6.4M
- Life$149K
- Other$136K
- Long-term disability$32K
- Dental$20K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UNIVERSITY OF MASSACHUSETTS GLOBAL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN
403(b)
Assets$54.4M
Participants1,841
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UNIVERSITY OF MASSACHUSETTS GLOBAL DEFINED CONTRIBUTION RETIREMENT PLAN
Other DC
Assets$23.9M
Participants486
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UMASS GLOBAL HEALTH & WELFARE PLAN
Mixed - CALIFORNIA PHYSICIANS' SERVICE
Premiums$6.7M
Covered lives425
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UNIVERSITY OF MASSACHUSETTS GLOBAL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $54.4M | 1,841 | 2025 |
| #002 | UNIVERSITY OF MASSACHUSETTS GLOBAL DEFINED CONTRIBUTION RETIREMENT PLAN | Other DC | $23.9M | 486 | 2025 |
- #001 · 403(b) · 20251,841
- #002 · Other DC · 2025486
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UMASS GLOBAL HEALTH & WELFARE PLAN | Mixed | CALIFORNIA PHYSICIANS' SERVICE | $6.7M | 425 | 2025 |
- #501 · Mixed · CALIFORNIA PHYSICIANS' SERVICE · 2025425
Retirement plans
Health & Benefits plans