2023 Form 5500 filing — Massachusetts Service Employees Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926083201NAL0000214883001) for Massachusetts Service Employees Pension Plan, reported by Trustees Of Massachusetts Service Employees' Pension Plan under EIN 04-6344921 and plan number 001. It reports 21,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926083201NAL0000214883001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Massachusetts Service Employees' Pension Plan
- EIN
- 04-6344921
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 21,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,075,524
- Total liabilities (EOY)
- $3,564,084
- Net assets (EOY)
- $272,511,440
- Employer contributions
- $11,524,725
- Total income / additions
- $39,157,514
- Benefits paid
- $8,401,179
- Administrative expenses
- $2,571,936
- Total expenses
- $10,973,115
- Net increase / (decrease)
- $28,184,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATED FUND | $992,023 | not reported in the loaded dataset |
| Meketa Investment Group Inc | NONE | $130,000 | not reported in the loaded dataset |
| Bredhoff & Kaiser, Pllc | NONE | $124,320 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $77,768 | $11,435 |
| Schultheis & Panettieri, Llp | NONE | $63,916 | not reported in the loaded dataset |
| Cbiz Benefits And Insurance Service | NONE | $59,000 | not reported in the loaded dataset |
| H&H Graphic Printing Communications | NONE | $57,815 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $50,118 | not reported in the loaded dataset |
| Bny Mellon | NONE | $37,500 | $0 |
| Beacon Hill Staffing, LLC | NONE | $31,236 | not reported in the loaded dataset |
| Jpmorgan Chase | NONE | $22,846 | not reported in the loaded dataset |
| Pitney Bowes Inc | NONE | $16,972 | not reported in the loaded dataset |
| Health Management Systems, Inc | NONE | $16,044 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $13,744 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $10,073 | not reported in the loaded dataset |
| Retirement Clearinghouse LLC | NONE | $8,769 | not reported in the loaded dataset |