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MASTER TRUST AGREEMENT FOR WELFARE BENEFITS

EIN 04-3480219 SOMERVILLE, MA

Browse the largest nonprofits in Massachusetts

Revenue 2024
$14,949,753
Expenses 2024
$9,818,333

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
09
NTEE code
Y43
Classification
1000
Street
399 REVOLUTION DR STE 645

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

TO PROVIDE LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS.

Activities or mission (Part I)

TO PROVIDE LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS

  • FUNDING OF TRUST

    Expenses $9,818,333 · Revenue $13,366,176

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • State Street Bank And Trust

    TRUSTEE

    Total calculated
    $1,590,647
    From this org
    $1,590,647
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $14,949,753
    Expenses
    $9,818,333
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $13,339,849
    Expenses
    $8,611,415
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $13,480,756
    Expenses
    $8,963,306
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $12,702,299
    Expenses
    $8,151,548
    Assets (EOY)
    $150,443,269

  • 2020 · 990

    Revenue
    $11,626,621
    Expenses
    $7,667,801
    Assets (EOY)
    $169,877,449

  • 2019 · 990

    Revenue
    $11,999,774
    Expenses
    $6,902,332
    Assets (EOY)
    $130,703,354

  • 2018 · 990

    Revenue
    $9,115,752
    Expenses
    $6,674,067
    Assets (EOY)
    $120,583,039

  • 2017 · 990

    Revenue
    $10,029,987
    Expenses
    $6,111,964
    Assets (EOY)
    $116,349,784

  • 2016 · 990

    Revenue
    $8,378,347
    Expenses
    $2,888,774
    Assets (EOY)
    $101,427,633

  • 2015 · 990

    Revenue
    $8,389,970
    Expenses
    $2,601,246
    Assets (EOY)
    $83,756,704

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • MERRIMACK VALLEY ENDOSCOPY LLC

    MEDICAL SERVICES · MA · income $5,127,000 · assets $350,235

  • PARTNERS INNOVATION II LLC

    INVESTMENTS · MA · income $0 · assets $0

  • MASS GENERAL BRIGHAM VENTURES LLC

    INVESTMENTS · MA · income $0 · assets $0

  • MASSACHUSETTS EYE & EAR ASSOCIATES LLC

    BILLING SERVICES · MA · income $312 · assets $0

  • PORTLAND INVESTMENTS-PIA LLC

    INVESTMENTS · ME · income $522,616 · assets $14,702,608

  • PORTLAND INVESTMENTS-EP LLC

    INVESTMENTS · ME · income $522,215 · assets $12,637,080

  • BRIGHAM HEALTH INTERNATIONAL LLC

    GLOBAL HEALTH CARE · MA · income -$15 · assets $4,299,810

  • MEEA - CAPE COD PHO LLC

    BILLING SERVICES · MA · income $5 · assets $0

  • MEEA - WINCHESTER PHO LLC

    BILLING SERVICES · MA · income $0 · assets $0

  • MASS GENERAL BRIGHAM HEALTH PLAN SELECT LLC

    INSURANCE COMPANY - HMO · MA · income $15,205 · assets $1,133,904

  • MASS GENERAL BRIGHAM GP III LLC

    INVESTMENTS · MA · income -$5,397,507 · assets $57,964,079

  • MASSACHUSETTS EYE & EAR ASSOCIATES NORTH SUBURBAN

    BILLING SERVICES · MA · income $991,283 · assets $0

  • NSPG BILLING

    BILLING SERVICES · MA · income $0 · assets $0

  • CORDIS PI GP LLC

    INVESTMENT RELATED · DE · income $0 · assets $0

  • VALETUDO GP LLC

    INVESTMENT RELATED · DE · income $0 · assets $0

  • MASS GENERAL BRIGHAM AMBULATORY SURGERY - CAMBRIDGE LLC

    AMBULATORY SURGERY CENTER · MA · income $0 · assets $0

  • MASS GENERAL BRIGHAM AMBULATORY SURGERY - WEYMOUTH LLC

    AMBULATORY SURGERY CENTER · MA · income $0 · assets $0

Related partnerships on its 2024 return

  • MGB POOLED INVESTMENTS LLC

    EXCLUDED · INVESTMENTS · MA · 100% owned · share of income $1,417,021,714 · share of assets $18,258,464,263 · general or managing partner

  • PARTNERS INNOVATION FUND LLC

    EXCLUDED · INVESTMENTS · MA · 100% owned · share of income -$16,474,770 · share of assets $61,948,667 · general or managing partner

  • RADIATION THERAPY OF SOUTHEASTERN MA LLC

    EXCLUDED · RADIATION THERAPY SERVICES · MA · 51% owned · share of income $230,617 · share of assets $6,531,692 · general or managing partner

  • MASS GENERAL BRIGHAM ACO LLC

    EXCLUDED · ACCOUNTABLE CARE ORGANIZATION · MA · 100% owned · share of income $2,721,285 · share of assets $1,647,476 · general or managing partner

  • WENTWORTH SURGERY CENTER LLC

    EXCLUDED · SURGICAL CENTER · NH · 98% owned · share of income $8,625,040 · share of assets $3,022,165 · general or managing partner

  • MASS GENERAL BRIGHAM GLOBAL ADVISORY LLC

    EXCLUDED · HEALTH CARE EDUCATION AND CONSULTING · MA · 100% owned · share of income $18,461,961 · share of assets $6,797,414 · general or managing partner

  • NEW ENGLAND SURGERY CENTER HOLDINGS LLC

    EXCLUDED · SURGERY CENTER · DE · 70% owned · share of income -$62 · general or managing partner

  • MASS GENERAL BRIGHAM - DASCO HME LLC

    EXCLUDED · HOME MEDICAL EQUIPMENT · DE · 50% owned · general or managing partner

  • VALETUDO FUND LP

    EXCLUDED · INVESTMENT RELATED · DE · 100% owned · general or managing partner

  • CURA FUND LP

    EXCLUDED · INVESTMENT RELATED · DE · 100% owned · general or managing partner

  • MASS GENERAL BRIGHAM ACO 2 LLC

    EXCLUDED · ACCOUNTABLE CARE ORGANIZATION · MA · 100% owned · general or managing partner

Related corporations and trusts on its 2024 return

  • NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG

    C · HEALTHCARE · MA · 100% owned · share of income $3,329,669 · share of assets $9,042,740

  • MASS GENERAL BRIGHAM HEALTH INSURANCE COMPANY

    C · INSURANCE COMPANY · MA · 100% owned · share of income $90,288,306 · share of assets $61,996,594

  • HEALTH PARTNERS OF NEW HAMPSHIRE INC

    C · MANAGEMENT SERVICES · NH · 50% owned · share of income $859,702 · share of assets $2,111,406

  • WENTWORTH HOMECARE AND HOSPICE LLC

    C · HOMECARE & HOSPICE SERVICES · NH · 50% owned · share of income $6,794,212 · share of assets $2,034,210

  • MGBV TH HOLDCO INC

    C · INVESTMENTS · DE · 100% owned · share of income $9,135 · share of assets $625,000

  • CORDIS ET FUND LP

    C · INVESTMENT RELATED · DE · 100% owned

  • CORDIS PI FUND LP

    C · INVESTMENT RELATED · DE · 100% owned

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.