Umass Memorial Healthalliance-Clinton Hospital 403(b) match, vesting and fees
What Umass Memorial Healthalliance-Clinton Hospital's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Umass Memorial Healthalliance-Clinton Hospital: employer contribution per participant | $715 | |
| Peer median | $1,358 |
| Umass Memorial Healthalliance-Clinton Hospital: average balance | $62,164 | |
| Peer median | $44,442 |
| Umass Memorial Healthalliance-Clinton Hospital: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $127M at the end of plan year 2021 to $117M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,128 | $117M | $1.3M | $715 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 2,114 | $111M | $1.3M | $718 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 2,049 | $102M | $1.3M | $742 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 2,014 | $127M | $1.4M | $787 | 0.07% | Not published | Form 5500 ↗ |
Other Umass Memorial Healthalliance-Clinton Hospital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Clinton Hospital Association Tax Sheltered Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Cohnreznick LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Umass Memorial Healthalliance-Clinton Hospital match 401(k) contributions?
The match terms for the Healthalliance Partnership Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $715 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Umass Memorial Healthalliance-Clinton Hospital 401(k) match vested?
The vesting schedule for the Healthalliance Partnership Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Umass Memorial Healthalliance-Clinton Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is Umass Memorial Healthalliance-Clinton Hospital, Inc.
I left Umass Memorial Healthalliance-Clinton Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Umass Memorial Healthalliance-Clinton Hospital, Inc, (978) 466-4748) or the recordkeeper, Fid Inv Inst Ops Co. The Umass Memorial Healthalliance-Clinton Hospital old 401(k) page lists the contacts from every plan filing. Find an old Umass Memorial Healthalliance-Clinton Hospital 401(k)
Data from the public Form 5500 annual reports Umass Memorial Healthalliance-Clinton Hospital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Umass Memorial Healthalliance-Clinton Hospital. Not financial advice. Report a correction · Methodology