# UMass Memorial Health Care Pension Plan

UMass Memorial Health Care Pension Plan is a Pension Fund based in Worcester, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Worcester, United States
- **Region:** North America
- **Address:** Worcester, MA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** ummhealth.org
- **LinkedIn:** https://www.linkedin.com/company/umassmemorialhealth

## Regulatory record

- **Reports private funds:** No

## About

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.

## People

- 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

## 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.

## Related profiles

- [Umass Memorial Health Care, Inc. Master Pension Trust](https://altss.com/profile/umass-memorial-health-care-inc-master-pension-trust)
- [UMB Asset Management](https://altss.com/profile/umb-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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