2023 Form 5500 filing — Massachusetts Bricklayers & Masons 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 20250115151050NAL0012808323002) for Massachusetts Bricklayers & Masons Pension Plan, reported by Massachusetts Bricklayers & Masons Pension Fund under EIN 04-6128039 and plan number 001. It reports 4,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115151050NAL0012808323002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Massachusetts Bricklayers & Masons Pension Fund
- EIN
- 04-6128039
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 4,186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $533,186,250
- Total liabilities (EOY)
- $93,810
- Net assets (EOY)
- $533,092,440
- Employer contributions
- $31,165,852
- Total income / additions
- $96,909,657
- Benefits paid
- $37,456,696
- Administrative expenses
- $2,259,400
- Total expenses
- $39,716,096
- Net increase / (decrease)
- $57,193,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oaktree Capital Management, L.P. | NONE | $181,245 | not reported in the loaded dataset |
| Jpmorgan Special Situations | NONE | $159,046 | not reported in the loaded dataset |
| Prisa Lp | NONE | $154,551 | not reported in the loaded dataset |
| Jpmorgan Emerging Markets Fund | NONE | $144,279 | not reported in the loaded dataset |
| Dover Street Ix Cayman Fund L.P. | NONE | $118,341 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $115,407 | not reported in the loaded dataset |
| Ssga | NONE | $107,384 | $0 |
| Jpmorgan Strategic Property Fund | NONE | $105,886 | not reported in the loaded dataset |
| Horsley Bridge Venture 14, L.P. | NONE | $100,000 | not reported in the loaded dataset |
| Horsley Bridge Xi Venture, Lp | NONE | $100,000 | not reported in the loaded dataset |
| Harbourvest 2018 Global Feeder Fund | NONE | $92,987 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $90,000 | not reported in the loaded dataset |
| C. Raso | EXECUTIVE DIRECTOR | $66,126 | not reported in the loaded dataset |
| Kohlberg & Co | NONE | $63,895 | not reported in the loaded dataset |
| Feinberg, Dumont & Brennan | NONE | $47,187 | not reported in the loaded dataset |
| Hamilton Lane Fund Viii | NONE | $40,498 | not reported in the loaded dataset |
| Rose, M | EMPLOYEE | $37,916 | not reported in the loaded dataset |
| Manzi & Associates, LLC | NONE | $37,065 | not reported in the loaded dataset |
| K. Harvey | EMPLOYEE | $35,265 | not reported in the loaded dataset |
| Dover Street Viii Cayman Fund L.P | NONE | $31,333 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $23,770 | not reported in the loaded dataset |
| Harbourvest Partners Cay Mezz Fund | NONE | $23,561 | not reported in the loaded dataset |
| Income Research & Management | NONE | $23,472 | not reported in the loaded dataset |
| C. Damigella | EMPLOYEE | $19,782 | not reported in the loaded dataset |
| W. Beaudry | EMPLOYEE | $16,137 | not reported in the loaded dataset |
| P. Petrillo | EMPLOYEE | $15,265 | not reported in the loaded dataset |
| Lexington Capital Partners | NONE | $15,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $14,875 | not reported in the loaded dataset |
| Nb Crossroads Fund 23 | NONE | $14,441 | not reported in the loaded dataset |
| Republic Services | NONE | $11,178 | not reported in the loaded dataset |
| United We Stand Cleaning | NONE | $9,150 | not reported in the loaded dataset |
| Brightview Landscape | NONE | $8,303 | not reported in the loaded dataset |
| A. Valletta | EMPLOYEE | $7,389 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $7,272 | not reported in the loaded dataset |
| Sei Investments | NONE | $0 | $0 |