2023 Form 5500 filing — Massachusetts Bricklayers & Masons Health And Welfare 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 20250115151050NAL0012808323001) for Massachusetts Bricklayers & Masons Health And Welfare Fund, reported by Massachusetts Bricklayers & Masons Health & Welfare Fund under EIN 04-2145367 and plan number 501. It reports 1,884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250115151050NAL0012808323001
Filing year
2023
Form type
1
Plan sponsor
Massachusetts Bricklayers & Masons Health & Welfare Fund
EIN
04-2145367
Plan number
501
Location
Boston, MA
Participants
1,884
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$57,010,212
Total liabilities (EOY)
$3,623,952
Net assets (EOY)
$53,386,260
Employer contributions
$30,587,354
Participant contributions
$1,378,389
Total income / additions
$37,512,513
Benefits paid
$32,671,980
Administrative expenses
$2,108,150
Total expenses
$34,780,130
Net increase / (decrease)
$2,732,383
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue ShieldNONE$877,170not reported in the loaded dataset
Delta DentalNONE$101,349not reported in the loaded dataset
Hannon, L.EMPLOYEE$98,566not reported in the loaded dataset
Pillar Rx ConsultingNONE$93,960not reported in the loaded dataset
Raso, C.EXECUTIVE DIRECTOR$82,260not reported in the loaded dataset
Rubinstein Actuarial Services, LLCNONE$74,250not reported in the loaded dataset
Bridgeway Benefit TechnologiesNONE$66,614not reported in the loaded dataset
Modern Assistance Programs IncNONE$60,000not reported in the loaded dataset
Harvey, T.EMPLOYEE$58,899not reported in the loaded dataset
Amalgamated BankNONE$57,635not reported in the loaded dataset
Feinberg, Dumont & BrennanNONE$53,019not reported in the loaded dataset
Rose, MEMPLOYEE$47,167not reported in the loaded dataset
Harvey, K.EMPLOYEE$43,869not reported in the loaded dataset
Manzi & Associates, LLCNONE$36,630not reported in the loaded dataset
Segal Marco Advisors Inc.NONE$25,460not reported in the loaded dataset
Damigella, C.EMPLOYEE$24,609not reported in the loaded dataset
Beaudry, W.EMPLOYEE$20,074not reported in the loaded dataset
Petrillo, P.EMPLOYEE$18,989not reported in the loaded dataset
Valletta, A.EMPLOYEE$9,192not reported in the loaded dataset
Davis VisionNONE$8,974not reported in the loaded dataset

Related Form 5500 pages