Massachusetts Teachers Association Retirement Plan — Form 5500 plan (Massachusetts Teachers Association)
Plain-English plan 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, Massachusetts Teachers Association Retirement Plan is a benefit plan reported by Massachusetts Teachers Association under EIN 04-1591200 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $228,899,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Teachers Association
- EIN
- 04-1591200
- Plan number
- 001
- Plan type
- 2
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $228,899,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20250415154506NAL0006132304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,899,692
- Total liabilities (EOY)
- $520,731
- Net assets (EOY)
- $228,378,961
- Net assets (BOY)
- $222,587,771
Income & contributions
- Employer contributions
- $6,400,000
- Participant contributions
- $976,592
- Total contributions
- $7,376,592
- Total income / additions
- $19,359,078
Expenses & distributions
- Benefits paid
- $12,176,480
- Administrative expenses
- $1,391,408
- Total expenses
- $13,567,888
- Net increase / (decrease)
- $5,791,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | F | $605,158 | $0 | 2023 |
| Mercer | NONE | $442,680 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | NONE | $35,721 | not reported in the loaded dataset | 2023 |
| Isler Dare, P.C. | NONE | $33,818 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | F | $8,195 | not reported in the loaded dataset | 2023 |
| Parker, Brown, Macauley & Sheerin | NONE | $625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Teachers Association
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Mercer Investments LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Isler Dare, P.C. — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation
- Parker, Brown, Macauley & Sheerin — Schedule C compensation