2023 Form 5500 filing — Massachusetts Teachers Association Retirement 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 20250415154506NAL0006132304001) for Massachusetts Teachers Association Retirement Plan, reported by Massachusetts Teachers Association under EIN 04-1591200 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415154506NAL0006132304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Massachusetts Teachers Association
- EIN
- 04-1591200
- Plan number
- 001
- Location
- Quincy, MA
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,899,692
- Total liabilities (EOY)
- $520,731
- Net assets (EOY)
- $228,378,961
- Employer contributions
- $6,400,000
- Participant contributions
- $976,592
- Total income / additions
- $19,359,078
- Benefits paid
- $12,176,480
- Administrative expenses
- $1,391,408
- Total expenses
- $13,567,888
- Net increase / (decrease)
- $5,791,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | F | $605,158 | $0 |
| Mercer | NONE | $442,680 | not reported in the loaded dataset |
| Principal Financial Group | NONE | $35,721 | not reported in the loaded dataset |
| Isler Dare, P.C. | NONE | $33,818 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | F | $8,195 | not reported in the loaded dataset |
| Parker, Brown, Macauley & Sheerin | NONE | $625 | not reported in the loaded dataset |