2023 Form 5500 filing — Massachusetts Laborers' Annuity Fund
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 20241002083513NAL0008525393001) for Massachusetts Laborers' Annuity Fund, reported by Bd. Of Trustees Of Mass. Laborers Annuity Fund under EIN 04-6553616 and plan number 001. It reports 31,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002083513NAL0008525393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd. Of Trustees Of Mass. Laborers Annuity Fund
- EIN
- 04-6553616
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 31,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,163,224,805
- Total liabilities (EOY)
- $35,207,300
- Net assets (EOY)
- $2,128,017,505
- Employer contributions
- $149,551,405
- Total income / additions
- $314,416,623
- Benefits paid
- $108,398,119
- Administrative expenses
- $6,518,739
- Total expenses
- $114,916,858
- Net increase / (decrease)
- $199,499,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Walter Scott & Partners Limited | NONE | $511,829 | not reported in the loaded dataset |
| Artisan Partners Lp | NONE | $466,201 | $0 |
| Dodge & Cox Investment Manager | NONE | $430,023 | not reported in the loaded dataset |
| Acadian Asset Management LLC | NONE | $403,278 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $370,830 | $0 |
| State Street Global Advisors | NONE | $236,526 | $0 |
| Meketa Investment Group | NONE | $174,850 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $174,614 | $0 |
| Segal Roitman Llp | NONE | $156,269 | not reported in the loaded dataset |
| Alliance Bernstein Lp | NONE | $150,024 | $0 |
| The Segal Co (Eastern States), Inc | NONE | $141,832 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $120,912 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $118,875 | not reported in the loaded dataset |
| Abrdn Standard Investments Inc | NONE | $98,514 | not reported in the loaded dataset |
| Cmit Solutions Of Boston | NONE | $79,184 | not reported in the loaded dataset |
| Employee A | NONE | $73,540 | not reported in the loaded dataset |
| Employee B | NONE | $66,829 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $59,068 | not reported in the loaded dataset |
| Employee C | NONE | $53,452 | not reported in the loaded dataset |
| O'Reilly Grosso Gross & Jones P.C. | NONE | $52,000 | not reported in the loaded dataset |
| Corrente Law Corporation | ATTORNEY | $52,000 | not reported in the loaded dataset |
| Rhumbline Advisors Lp | NONE | $51,296 | not reported in the loaded dataset |
| 617mediagroup | NONE | $47,136 | not reported in the loaded dataset |
| Employee D | NONE | $46,385 | not reported in the loaded dataset |
| Employee E | NONE | $45,776 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $44,718 | not reported in the loaded dataset |
| Employee F | NONE | $39,424 | not reported in the loaded dataset |
| Employee G | NONE | $37,774 | not reported in the loaded dataset |
| Employee H | NONE | $35,809 | not reported in the loaded dataset |
| Employee I | NONE | $34,678 | not reported in the loaded dataset |
| Employee J | NONE | $34,473 | not reported in the loaded dataset |
| Employee K | NONE | $34,013 | not reported in the loaded dataset |
| Employee L | NONE | $30,896 | not reported in the loaded dataset |
| Employee M | NONE | $30,014 | not reported in the loaded dataset |
| Employee N | NONE | $28,558 | not reported in the loaded dataset |
| Employee O | NONE | $27,538 | not reported in the loaded dataset |
| Employee P | NONE | $27,167 | not reported in the loaded dataset |
| Employee Q | NONE | $26,566 | not reported in the loaded dataset |
| Employee R | NONE | $26,106 | not reported in the loaded dataset |
| Segal Select Ins Svcs Inc | NONE | $0 | $25,672 |
| Employee S | NONE | $25,185 | not reported in the loaded dataset |
| Rankin & Sultan | NONE | $7,948 | not reported in the loaded dataset |
| Konica Minolta Premier | NONE | $6,682 | not reported in the loaded dataset |
| Proxyvote Plus Holdings Inc | NONE | $5,000 | not reported in the loaded dataset |
| Union Labor Life Insurance Co | NONE | $0 | not reported in the loaded dataset |