2023 Form 5500 filing — Massachusetts Laborers' Pension 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 20241008110038NAL0016487713001) for Massachusetts Laborers' Pension Fund, reported by Board Of Trustees Of Massachusetts Laborers' Pension Fund under EIN 04-6128298 and plan number 001. It reports 21,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110038NAL0016487713001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Massachusetts Laborers' Pension Fund
- EIN
- 04-6128298
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 21,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,345,763,683
- Total liabilities (EOY)
- $13,268,646
- Net assets (EOY)
- $2,332,495,037
- Employer contributions
- $153,374,778
- Total income / additions
- $391,261,906
- Benefits paid
- $136,418,174
- Administrative expenses
- $8,815,522
- Total expenses
- $145,233,696
- Net increase / (decrease)
- $246,028,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $557,250 | not reported in the loaded dataset |
| Lazard Asset Management LLC | NONE | $489,478 | $0 |
| State Street Bank & Trust Co | NONE | $449,197 | not reported in the loaded dataset |
| Artisan Partners Lp | NONE | $405,446 | $0 |
| The Segal (Eastern States) Inc | NONE | $384,842 | not reported in the loaded dataset |
| Alliance Bernstein Lp | NONE | $367,435 | $0 |
| Wellington Management Company Llp | NONE | $317,732 | $0 |
| Walter Scott & Partners Limited | NONE | $302,152 | not reported in the loaded dataset |
| Franklin Park Associates LLC | NONE | $300,000 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $252,940 | $0 |
| Segal Roitman Llp | NONE | $177,490 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $174,000 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $158,421 | not reported in the loaded dataset |
| Abrdn Inc | NONE | $141,475 | not reported in the loaded dataset |
| Longfellow Investment Management Co | NONE | $116,138 | not reported in the loaded dataset |
| Rhumbline Advisers Lp | NONE | $91,261 | not reported in the loaded dataset |
| Employee A | NONE | $90,516 | not reported in the loaded dataset |
| Cmit Solutions | NONE | $88,803 | not reported in the loaded dataset |
| Innovative Software Solutions Inc | NONE | $85,520 | not reported in the loaded dataset |
| Prudential Insurance Co | NONE | $79,044 | $0 |
| O'Reilly Grosso Gross & Jones Pc | NONE | $78,000 | not reported in the loaded dataset |
| Corrente Law Corp | ATTORNEY | $78,000 | not reported in the loaded dataset |
| 617 Media Group | NONE | $75,823 | not reported in the loaded dataset |
| Employee B | NONE | $66,829 | not reported in the loaded dataset |
| Employee C | NONE | $65,883 | not reported in the loaded dataset |
| Employee D | NONE | $50,205 | not reported in the loaded dataset |
| Employee E | NONE | $46,385 | not reported in the loaded dataset |
| Employee F | NONE | $44,680 | not reported in the loaded dataset |
| Employee G | NONE | $44,136 | not reported in the loaded dataset |
| Employee H | NONE | $42,743 | not reported in the loaded dataset |
| Employee I | NONE | $41,923 | not reported in the loaded dataset |
| Employee J | NONE | $38,524 | not reported in the loaded dataset |
| Employee K | NONE | $38,159 | not reported in the loaded dataset |
| Employee L | NONE | $34,015 | not reported in the loaded dataset |
| Employee M | NONE | $33,943 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $33,913 |
| Employee N | NONE | $33,485 | not reported in the loaded dataset |
| Employee O | NONE | $31,618 | not reported in the loaded dataset |
| Employee P | NONE | $30,896 | not reported in the loaded dataset |
| Employee Q | NONE | $30,108 | not reported in the loaded dataset |
| Employee R | NONE | $28,543 | not reported in the loaded dataset |
| Employee S | NONE | $26,106 | not reported in the loaded dataset |
| Employee T | NONE | $25,449 | not reported in the loaded dataset |
| Proxyvote Plus LLC | NONE | $10,000 | not reported in the loaded dataset |
| Rankin & Sultan | NONE | $9,170 | not reported in the loaded dataset |
| Konica Minolta Premier | NONE | $8,528 | not reported in the loaded dataset |
| Green Cities Iv Lp | NONE | $8,000 | not reported in the loaded dataset |
| Mark Friedman | NONE | $6,500 | not reported in the loaded dataset |
| Union Labor Life Insurance Co | NONE | $0 | $0 |