THE U OF MASS FOUNDATION 401K PLAN 401k Plan overview

THE U OF MASS FOUNDATION 401K PLAN Benefits

401k Sponsoring company profile

Company Name:	UNIVERSITY OF MASSACHUSETTS FOUNDATION, INC.
Employer identification number (EIN):	046013152
NAIC Classification:	611000

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	THOMAS TRUSLOW	2024-10-10
002	2022-01-01	THOMAS TRUSLOW	2023-06-01
002	2021-01-01	SARAH MCDONNELL	2022-07-29
002	2020-01-01	JUDITH MURPHY	2021-06-23
002	2019-01-01	ELAINE HODSON	2020-06-30
002	2018-01-01	JUDITH MURPHY	2019-06-04
002	2017-01-01	JUDITH MURPHY	2018-06-07
002	2016-01-01	JUDITH MURPHY	2017-06-22
002	2014-01-01	JUDITH MURPHY	2015-06-30

Plan Statistics for THE U OF MASS FOUNDATION 401K PLAN

Measure	Date	Value
2025: THE U OF MASS FOUNDATION 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-23	49
Total number of particpants at end of year	2025-06-23	43
Number of Participants With Account Balances	2025-06-23	43
2024: THE U OF MASS FOUNDATION 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-10	39
Total number of particpants at end of year	2024-10-10	48
Number of Participants With Account Balances	2024-10-10	46

Financial Data on THE U OF MASS FOUNDATION 401K PLAN

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• THE UPTIME INSTITUTE, INC. 401(K) PLAN [EIN = 043106058]
• THE UROLOGY GROUP, INC. PROFIT SHARING PLAN [EIN = 571105639]
• THE UMB FINANCIAL CORPORATION VOLUNTARY EXECUTIVE SUPPLEMENTAL DISABILITY PLAN [EIN = 430903811]
• THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 231639911]
• THE UROLOGY CENTER P C 401(K) PLAN AND TRUST [EIN = 470593275]
• THE UNIVERSITY OF THE ARTS GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN [EIN = 231639911]
• THE UBS GLOBAL ASSET MANAGEMENT SEPARATION PROGRAM [EIN = 363664388]
• THE UNIFIED COMPANIES GROUP WELFARE BENEFIT PLAN [EIN = 351797759]
• THE UNION EMPLOYEES BENEFIT PLAN [EIN = 941156331]
• THE UNITED STATES PLAYING CARD COMPANY WEEKLY DISABILITY PLAN [EIN = 311421130]
• THE UNIVERSITY OF CHICAGO MEDICAL CENTER EMPLOYEE HEALTH BENEFIT PLAN [EIN = 363488183]
• THE UNIVERSITY OF THE ARTS GROUP HEALTHCARE PLAN [EIN = 231639911]
• THE UNITED STEEL SERVICE, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST [EIN = 341325899]
• THE UNIVERSITY OF SCRANTON SHORT TERM DISABILITY PLAN [EIN = 240795495]
• THE UNION BANK PENSION PLAN [EIN = 030286322]
• THE U.A.W. LABOR-MANAGEMENT GROUP PENSION PLAN [EIN = 516099782]
• THE UNIVERSITY OF THE ARTS HEALTH & WELFARE FUND [EIN = 231639911]
• THE UNIVERSITY OF CHICAGO FLEXIBLE SPENDING PLAN [EIN = 362177139]
• THE UBISOFT CAFETERIA PLAN [EIN = 680243033]
• THE UNIVERSITY MEDICAL GROUP EMPLOYEE BENEFIT PLAN [EIN = 300694295]
• THE UNITED GROUP OF COMPANIES, INC. EMPLOYEE SAVINGS TRUST [EIN = 141604720]
• THE UNITED STATES PHARMACOPEIAL CONVENTION 401(K) SAVINGS PLAN [EIN = 131656692]
• THE UNLIMITED PATH OF CENTRAL FLORIDA [EIN = 593279253]
• THE UNITY COUNCIL 403(B) PLAN [EIN = 941670490]
• THE UNION LABOR LIFE CO. [EIN = 880121799]
• THE UNITED ILLUMINATING COMPANY PREFUNDED NON-UNION POST-RETIREMENT MEDICAL BENEFIT PLAN [EIN = 060571640]
• THE US ONCOLOGY CLINICAL PRACTICE 401(K) PLAN [EIN = 841213501]
• THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE 403(B) DC PLAN [EIN = 941384645]
• THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE 403(B) PLAN [EIN = 941384645]
• THE ULVEN COMPANIES EMPLOYEE BENEFITS PLAN [EIN = 930724826]
• THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE 403(B) DC PLAN [EIN = 941384645]
• THE ULTIMATE AUTOWORKS 401K PLAN [EIN = 330437430]
• THE UDINSKY GROUP INC 401 K PROFIT SHARING PLAN TRUST [EIN = 942975430]
• THE URBAN ELECTRIC COMPANY HEALTH PLAN [EIN = 200106483]
• THE URBAN ELECTRIC COMPANY WELFARE PLAN [EIN = 200106483]
• THE ULTIMATE CLIENT EXPERIENCE 401(K) PLAN [EIN = 200488921]
• THE UNIFORM SPOT INC 401(K) PLAN [EIN = 814194161]
• THE ULTIMATE DREAM, INC. 401(K) PLAN [EIN = 813740761]
• THE UNITED ARC HEALTH AND WELFARE PLAN [EIN = 042267562]
• THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN [EIN = 363488183]
• THE URBAN SAFARI, INC., DEFINED BENEFIT PENSION PLAN [EIN = 202838651]
• THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT U [EIN = 131423090]
• THE ULTIMATE UMBRELLA COMPANY, INC 401(K) PLAN [EIN = 650818852]
• THE URBAN SAFARI, INC. , PROFIT SHARING/401K PLAN [EIN = 202838651]
• THE UNITED COMPANIES 401(K) PROFIT SHARING PLAN [EIN = 742176078]
• THE UNIVERSITY OF CHICAGO EDUCATION PROGRAM FOR STAFF [EIN = 362177139]
• THE UNIVERSITY BOOK STORE BENEFIT BUFFET PLAN [EIN = 910450340]
• THE UNITY GROUP, INC. COMBINED 401K AND EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 910853851]
• THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT A [EIN = 131423090]
• THE UNIFIED GROUP BENEFIT PLAN [EIN = 760115003]
• THE UMB FINANCIAL CORPORATION VOLUNTARY SUPPLEMENTAL DISABILITY PLAN [EIN = 430903811]
• THE ULTIMATE SMILE, P.C. 401(K) SAVINGS PLAN AND TRUST [EIN = 364078727]
• THE UNITY MUTUAL LIFE INSURANCE COMPANY RETIREMENT PLAN [EIN = 150274455]
• THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT M [EIN = 131423090]
• THE UNICA 401(K) SAVINGS PLAN [EIN = 043174345]
• THE UNIVERSITY CORPORATION DEFINED CONTRIBUTION PLAN [EIN = 951992732]
• THE UNITY MUTUAL LIFE INSURANCE COMPANY RETIREMENT PLAN [EIN = 150475585]
• THE UNITED CONSTRUCTION WORKERS RETIREMENT AND 401(K) SAVINGS PLAN [EIN = 382459606]
• THE USA FAMILY OF COMPANIES 401(K) SAVINGS PLAN [EIN = 203037056]
• THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES [EIN = 363488183]
• THE UNIVERSITY OF THE ARTS TIAA-CREF SUPPLEMENTAL [EIN = 231639911]
• THE UNION SALES COMPANY, NADART PROFIT SHARING PLAN [EIN = 550297050]
• THE UNIVERSITY MEDICAL PARTNERS, INC. EMPLOYEE BENEFIT PLAN [EIN = 475149853]
• THE UNLIMITED ELECTRONICS CORP. PROFIT SHARING PLAN AND TRUST [EIN = 472096865]
• THE UNITED GROUP DENTAL AND VISION PLAN [EIN = 203890272]
• THE UNITED GROUP MEDICAL PLAN [EIN = 203890272]
• THE UNITED GROUP LIFE INSURANCE PLAN [EIN = 203890272]
• THE UPS STORE 401(K) P/S PLAN [EIN = 431993804]
• THE U.S. RUSSIA INVESTMENT FUND [EIN = 133837559]
• THE UNIVERSAL TOOL CO., INC. 401(K) PROFIT SHARING PLAN [EIN = 200339875]
• THE UROLOGY CENTER PLAN AND TRUST [EIN = 721106745]
• THE UNDERWOOD GROUP, INC. 401(K) RETIREMENT PLAN [EIN = 561345703]
• THE UNIVERSITY OF KANSAS SCHOOL OF MEDICINE- WICHITA MEDICAL PRACTICE ASSN RETIREMENT PLA [EIN = 480805658]
• THE UROLOGY CENTER OF NE-KY , INC. 401(K) PSP [EIN = 331043771]
• THE UROLOGY CENTER 401(K) PLAN [EIN = 020333081]
• THE UPPER DECK COMPANY HEALTH & WELFARE PLAN [EIN = 330714609]
• THE UNDERGROUND WORLD CORPORATION 401(K) PLAN [EIN = 412031940]
• THE UNIFIED COMPANIES FLEX SPEND ACC' [EIN = 351797759]
• THE UNION SALES COMPANY NADART PENSION PLAN [EIN = 550297050]
• THE UNDERWOOD AGENCY, INC. EMPLOYEES 401(K) PROFIT SHARING [EIN = 351454709]
• THE UROLOGY ASSOCIATES OF ESSEX NORTH, INC. PROFIT-SHARING PLAN [EIN = 042464262]
• THE UNIONTOWN HOSPITAL EMPLOYEE CONTROLLED RETIREMENT ACCOUNT [EIN = 250965588]
• THE UNISHIPPERS ASSOCIATION 401(K) PROFIT SHARING PLAN [EIN = 870472713]
• THE UNITED STATES PLAYING CARD COMPANY PENSION PLAN FOR NON-UNION EMPLOYEES [EIN = 311421130]
• THE UPPER DECK COMPANY, LLC TEAMSHARE 401(K) PROFIT SHARING PLAN [EIN = 330714609]
• THE ULTRA-MET COMPANY EMPLOYEE BENEFIT PLAN [EIN = 311381123]
• THE UPSIDE TRAVEL COMPANY, LLC EMPLOYEE BENEFITS PLAN [EIN = 320488731]
• THE UMBRELLA FACTORY 401 K PROFIT SHARING PLAN TRUST [EIN = 364542283]
• THE ULTIMATE 401(K) PLAN [EIN = 860770249]
• THE URBATSCH LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN [EIN = 475650712]
• THE UNIFY PROJECT 403(B) PLAN [EIN = 823605707]
• THE UMSALON CORP 401(K) P/S PLAN [EIN = 453598229]
• THE UNDERGROUND SPRINKLER COMPANY 401(K) PLAN [EIN = 271527406]
• THE UPTON GROUP, LLC 401(K) PLAN [EIN = 273319931]
• THE UNITED METHODIST HOME FOR CHILDREN PENSION PLAN [EIN = 520591554]
• THE UNIVERSITY YACHT CLUB 401(K) PROFIT SHARING PLAN & TRUST [EIN = 580686911]
• THE UPS STORE #2354 401(K) PROFIT SHARING PLAN [EIN = 825101637]
• THE UNIFORM STORE LLC SOCA BENEFIT PLAN [EIN = 364740230]
• THE UNIVERSAL GROUP 401(K) PLAN [EIN = 861014195]
• THE UROLOGY CLINIC, PC GCF BENEFIT PLAN [EIN = 581596177]
• THE UPS STORE CBS BENEFIT PLAN [EIN = 202497492]
• THE UNIVERSITY OF PHOENIX, INC. SEVERANCE PAY PLAN [EIN = 942473210]
• THE UNIVERSITY OF PHOENIX, INC. MEDICAL PLAN [EIN = 942473210]
• THE UNIVERSITY OF PHOENIX, INC. LIFE/AD&D AND DISABILITY PLAN [EIN = 942473210]
• THE UNIVERSITY OF TEXAS GOLF CLUB RETIREMENT PLAN [EIN = 161616675]
• THE UNION HOSPITAL ASSOCIATION LIFE, LONG TERM DISABILITY AND ACCIDENTAL DEATH PLAN [EIN = 340714771]
• THE UNIVERSITY OF VERMONT HEALTH NETWORK MASTER PENSION TRUST [EIN = 823349236]
• THE UNIVERSITY OF CHICAGO MEDICAL CENTER SUPPLEMENTAL RETIREMENT ANNUITY PLAN [EIN = 363488183]
• THE USED CAR FACTORY MCF BENEFIT PLAN [EIN = 810673379]
• THE URSA INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST [EIN = 510138569]
• THE URBAN LEGEND INC 401(K) P/S PLAN [EIN = 471588179]
• THE URBAN ASSOCIATION OF FORES 401(K) PROFIT SHARING PLAN & TRUST [EIN = 830806426]
• THE UNION LABOR LIFE INS. CO. SEPARATE ACCOUNT C [EIN = 131423090]
• THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN [EIN = 581505902]
• THE UND AEROSPACE FOUNDATION 401(K) PLAN [EIN = 450390485]
• THE U.S. DRYWALL 401(K) PLAN [EIN = 042952479]
• THE UPS STORE #4792 401(K) PLAN [EIN = 571197747]
• THE URBAN BUILDER 401(K) PROFIT SHARING PLAN [EIN = 454783436]
• THE U GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 472039259]
• THE URBANDALE SCHOOL INC [EIN = 851724081]
• THE UNITED STATES PLAYING CARD COMPANY 401(K) RETIREMENT PLAN [EIN = 311421130]
• THE UTIMCO COMPREHENSIVE WELFARE BENEFITS PLAN [EIN = 742765082]
• THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS WELFARE BENEFIT PLAN [EIN = 852480775]
• THE UTAH CENTER FOR SLEEP APNEA & TMJ 401(K) PLAN [EIN = 832160447]
• THE UNION PRODUCTIONS, LLC 401(K) PLAN [EIN = 464703832]
• THE UPS STORE 401(K) P/S PLAN [EIN = 844661292]
• THE UNION FOR CONTEMPORARY ART 401(K) PLAN [EIN = 452274312]
• THE URETERAL STENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST [EIN = 844984650]
• THE UNIVERSITY OF PHOENIX, INC. SAVINGS AND INVESTMENT PLAN [EIN = 942473210]
• THE URBAN CYCLERY SHOP 401(K) PLAN [EIN = 815295897]
• THE UNIFIED GROUP 401(K) PLAN [EIN = 364246497]
• THE UNDERGROUND DETECTIVE 401(K) PLAN [EIN = 800612540]
• THE UNCOMMON THREAD 401(K) PLAN [EIN = 205534878]
• THE UNCOMPANY 401(K) PLAN [EIN = 474255013]
• THE UGLY BREAD COMPANY 401(K) PLAN [EIN = 853460997]
• THE UROLOGY CENTER OF COLORADO EMPLOYEE BENEFIT PLAN [EIN = 840611814]
• THE UROLOGY CENTER OF SOUTHERN CALIFORNIA 401(K) PLAN [EIN = 330253154]
• THE UJIMA CARE HOME LLC [EIN = 863951889]
• THE UNITED WAY INC DBA UNITED WAY OF AMERICA MEDOVA LIFESTYLE HEALTH PLAN [EIN = 750800600]
• THE UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION TAX ANNUITY SHELTERED PLAN [EIN = 344225812]
• THE UPS STORE 401(K) PROFIT SHARING PLAN [EIN = 833403655]
• THE UPSTAIRS SALOON, INC. 401(K) PLAN [EIN = 872332261]
• THE UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION TAX ANNUITY SHELTERED PLAN [EIN = 344225812]
• THE UPS STORE 401(K) PROFIT SHARING PLAN [EIN = 833403655]
• THE UPSTAIRS SALOON, INC. 401(K) PLAN [EIN = 872332261]
• THE UNCOMMON INDIVIDUAL FOUNDATION 401(K) [EIN = 222741682]
• THE UNIQUELY U GROUP LLC [EIN = 871275944]
• THE URBAN STILLHOUSE 401(K) PLAN [EIN = 822389268]
• THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS 403B RETIREMENT [EIN = 852480775]
• THE UPS STORE #3008 CHAMBER BENEFIT ARRANGEMENT PLAN [EIN = 262254827]
• THE URGENT CARE CENTER OF RICHMOND HILL EMPLOYEE BENEFIT PLAN [EIN = 263858722]
• THE UPKEEP GAMES LLC 401(K) PLAN [EIN = 842459755]
• THE UPS STORE 6449 401(K) PLAN [EIN = 871410321]
• THE URBAN MANUFACTURING ALLIANCE 401(K) PLAN [EIN = 472847445]
• THE UGLY MUG COFFEE HOUSE 401(K) PLAN [EIN = 821745861]
• THE UNDERWEAR EXPERT INC 401(K) PLAN [EIN = 454980529]
• THE UPS STORE 5157 401(K) PLAN [EIN = 043789367]
• THE UPRISE COLLECTIVE 403(B) PLAN [EIN = 824833932]
• THE UPS STORE 6380 401(K) PLAN [EIN = 880903484]
• THE UPS STORE 401(K) PLAN [EIN = 320505502]
• THE UPS STORE 4034 401K PLAN [EIN = 200949196]
• THE ULTIMATE KITCHEN 401K [EIN = 842257134]
• THE URBAN ARBORIST CORP 401(K) PLAN [EIN = 814109231]
• THE UPS STORE 7397 [EIN = 853080802]
• THE ULTIMATE SPA CORPORATION 401 (K) PLAN [EIN = 330992413]
• THE UPSIDE AGENCY 401(K) PLAN [EIN = 831621802]
• THE UNIVERSITY OF VERMONT HEALTH NETWORK EMPLOYEE WELFARE BENEFITS PLAN [EIN = 452880726]
• THE UPS STORE 7744 401(K) PLAN [EIN = 880604438]
• THE UNIVERSITY OF CHICAGO STAFF AND FACULTY ASSISTANCE PROGRAM [EIN = 362177139]
• THE URBAN ORCHID 401K PLAN [EIN = 274621837]
• THE UPS STORE 4282 401(K) PLAN [EIN = 824176588]
• THE URBAN FARM 401(K) PLAN [EIN = 841304443]
• THE UNIVERSITY SCHOOL 401(K) PLAN [EIN = 473794309]
• THE ULTIMATE DELIVERY GROUP LLC 401(K) PLAN [EIN = 884066627]
• THE URBAN FARM 401(K) PROFIT SHARING PLAN & TRUST [EIN = 841304443]
• THE URBAN ARBORIST LLC 401(K) PLAN [EIN = 863613859]
• THE UNIX ELECTRICAL GROUP, INC. 401(K) PLAN [EIN = 825345937]
• THE UNITED AUTOMOBILE, AEROSPACE AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA & ITS LOCAL 1242 MCKINNEY PRODUCTS COMPANY PENSION PLAN [EIN = 510352006]
• THE UPCYCLE COMPANY LLC RETIREMENT TRUST [EIN = 872564436]
• THE UPCYCLE COMPANY LLC 401(K) PLAN [EIN = 872564436]
• THE ULG PROFIT SHARING PENSION PLAN [EIN = 454388040]
• THE ULG RETIREMENT PLAN [EIN = 454388040]
• THE UPS STORE 6332 401(K) PLAN [EIN = 824438273]
• THE ULTIMATE TAX EXPERIENCE 401(K) PLAN [EIN = 811733652]
• THE UNITED WAY OF GREATER LIMA INC SOCA BENEFIT PLAN [EIN = 344466356]
• THE UNITED METHODIST MANOR OF THE PEE DEE [EIN = 570762944]
• THE UGLY COMPANY, INC. 401(K) PLAN [EIN = 833562445]
• THE UNIVERSITY OF NORTH CAROLINA CODE SECTION 457(B) [EIN = 566172047]

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