Pension Fund

Updated:

UMass Memorial Health Care Pension Plan

UMass Memorial Health Care Pension Plan is a defined benefit plan serving eligible employees in Worcester, United States. It focuses on the biotech and life...

UMass Memorial Health Care Pension Plan logo

UMass Memorial Health Care Pension Plan

UMass Memorial Health Care Pension Plan is a defined benefit plan serving eligible employees in Worcester, United States. It focuses on the biotech and life science sectors.

General information

Firm type

Pension Fund

Year founded

1998

Location

Region

North America

Country

United States

City

Worcester

Corporate office

Worcester, MA, United States

Principals

Eric W. Dickson

President & CEO, UMass Memorial Health

Sergio Melgar

EVP & CFO, UMass Memorial Health; Member, Investment and Pension Committee

Lynda M. Young

Chair, Board of Trustees, UMass Memorial Health

Frequently asked questions

Who governs the UMass Memorial Health Care Pension Plan?

The plan is overseen by an Investment and Pension Committee that includes EVP and CFO Sergio Melgar. Board-level governance sits with Chair Lynda M. Young and CEO Eric Dickson. The sponsor, UMass Memorial Health, is Central Massachusetts' largest healthcare system, and the committee's decisions reflect the system's broader institutional priorities, including its anchor-investment commitments.

What is the plan's relationship to the Healthcare Anchor Network?

UMass Memorial Health was a co-founding member of the Healthcare Anchor Network, a coalition of hospital systems that commit to place-based investing — directing a portion of their treasury and pension assets toward local housing, small-business lending, and community development. The pension plan operates as one vehicle through which this anchor mission is executed, particularly in Central Massachusetts.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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