2023 Form 5500 filing — Massachusetts Bricklayers & Masons 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 20250115151050NAL0012808323003) for Massachusetts Bricklayers & Masons Annuity Fund, reported by Massachusetts Bricklayers & Masons Annuity Fund under EIN 04-6375393 and plan number 001. It reports 2,888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115151050NAL0012808323003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Massachusetts Bricklayers & Masons Annuity Fund
- EIN
- 04-6375393
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 2,888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $262,889,367
- Total liabilities (EOY)
- $250,148
- Net assets (EOY)
- $262,639,219
- Employer contributions
- $20,475,764
- Participant contributions
- $450
- Total income / additions
- $47,828,668
- Benefits paid
- $20,592,989
- Administrative expenses
- $734,078
- Total expenses
- $21,875,723
- Net increase / (decrease)
- $25,952,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ssga | NONE | $89,966 | $0 |
| Prisa Lp | NONE | $89,840 | not reported in the loaded dataset |
| C. Raso Ii | EXECUTIVE DIRECTOR | $78,851 | not reported in the loaded dataset |
| Pru Core Bond Fund | NONE | $49,443 | not reported in the loaded dataset |
| M. Rose | EMPLOYEE | $45,213 | not reported in the loaded dataset |
| K. Harvey | EMPLOYEE | $42,051 | not reported in the loaded dataset |
| Feinberg Dumont & Brennan | NONE | $32,205 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $29,559 | not reported in the loaded dataset |
| Manzi & Associates | NONE | $27,263 | not reported in the loaded dataset |
| C. Damigella | EMPLOYEE | $23,589 | not reported in the loaded dataset |
| W. Beaudry | EMPLOYEE | $19,242 | not reported in the loaded dataset |
| P. Petrillo | EMPLOYEE | $18,202 | not reported in the loaded dataset |
| A. Valletta | EMPLOYEE | $8,811 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $6,655 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,500 | not reported in the loaded dataset |