Massachusetts Bricklayers & Masons Pension Plan — Form 5500 plan (Massachusetts Bricklayers & Masons Pension Fund)
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 Bricklayers & Masons Pension Plan is a benefit plan reported by Massachusetts Bricklayers & Masons Pension Fund under EIN 04-6128039 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,186 participants and $533,186,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Bricklayers & Masons Pension Fund
- EIN
- 04-6128039
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 4,186
- End-of-year plan assets
- $533,186,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,186 | H, C | 20250115151050NAL0012808323002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $533,186,250
- Total liabilities (EOY)
- $93,810
- Net assets (EOY)
- $533,092,440
- Net assets (BOY)
- $475,898,879
Income & contributions
- Employer contributions
- $31,165,852
- Total contributions
- $31,165,852
- Total income / additions
- $96,909,657
Expenses & distributions
- Benefits paid
- $37,456,696
- Administrative expenses
- $2,259,400
- Total expenses
- $39,716,096
- Net increase / (decrease)
- $57,193,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oaktree Capital Management, L.P. | NONE | $181,245 | not reported in the loaded dataset | 2023 |
| Jpmorgan Special Situations | NONE | $159,046 | not reported in the loaded dataset | 2023 |
| Prisa Lp | NONE | $154,551 | not reported in the loaded dataset | 2023 |
| Jpmorgan Emerging Markets Fund | NONE | $144,279 | not reported in the loaded dataset | 2023 |
| Dover Street Ix Cayman Fund L.P. | NONE | $118,341 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $115,407 | not reported in the loaded dataset | 2023 |
| Ssga | NONE | $107,384 | $0 | 2023 |
| Jpmorgan Strategic Property Fund | NONE | $105,886 | not reported in the loaded dataset | 2023 |
| Horsley Bridge Venture 14, L.P. | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Horsley Bridge Xi Venture, Lp | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Harbourvest 2018 Global Feeder Fund | NONE | $92,987 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| C. Raso | EXECUTIVE DIRECTOR | $66,126 | not reported in the loaded dataset | 2023 |
| Kohlberg & Co | NONE | $63,895 | not reported in the loaded dataset | 2023 |
| Feinberg, Dumont & Brennan | NONE | $47,187 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Fund Viii | NONE | $40,498 | not reported in the loaded dataset | 2023 |
| Rose, M | EMPLOYEE | $37,916 | not reported in the loaded dataset | 2023 |
| Manzi & Associates, LLC | NONE | $37,065 | not reported in the loaded dataset | 2023 |
| K. Harvey | EMPLOYEE | $35,265 | not reported in the loaded dataset | 2023 |
| Dover Street Viii Cayman Fund L.P | NONE | $31,333 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $23,770 | not reported in the loaded dataset | 2023 |
| Harbourvest Partners Cay Mezz Fund | NONE | $23,561 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $23,472 | not reported in the loaded dataset | 2023 |
| C. Damigella | EMPLOYEE | $19,782 | not reported in the loaded dataset | 2023 |
| W. Beaudry | EMPLOYEE | $16,137 | not reported in the loaded dataset | 2023 |
| P. Petrillo | EMPLOYEE | $15,265 | not reported in the loaded dataset | 2023 |
| Lexington Capital Partners | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $14,875 | not reported in the loaded dataset | 2023 |
| Nb Crossroads Fund 23 | NONE | $14,441 | not reported in the loaded dataset | 2023 |
| Republic Services | NONE | $11,178 | not reported in the loaded dataset | 2023 |
| United We Stand Cleaning | NONE | $9,150 | not reported in the loaded dataset | 2023 |
| Brightview Landscape | NONE | $8,303 | not reported in the loaded dataset | 2023 |
| A. Valletta | EMPLOYEE | $7,389 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $7,272 | not reported in the loaded dataset | 2023 |
| Sei Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Bricklayers & Masons Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Oaktree Capital Management, L.P. — Schedule C compensation
- Jpmorgan Special Situations — Schedule C compensation
- Prisa Lp — Schedule C compensation
- Jpmorgan Emerging Markets Fund — Schedule C compensation
- Dover Street Ix Cayman Fund L.P. — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Ssga — Schedule C compensation
- Jpmorgan Strategic Property Fund — Schedule C compensation
- Horsley Bridge Venture 14, L.P. — Schedule C compensation
- Horsley Bridge Xi Venture, Lp — Schedule C compensation
- Harbourvest 2018 Global Feeder Fund — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- C. Raso — Schedule C compensation
- Kohlberg & Co — Schedule C compensation
- Feinberg, Dumont & Brennan — Schedule C compensation
- Hamilton Lane Fund Viii — Schedule C compensation
- Rose, M — Schedule C compensation
- Manzi & Associates, LLC — Schedule C compensation
- K. Harvey — Schedule C compensation
- Dover Street Viii Cayman Fund L.P — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Harbourvest Partners Cay Mezz Fund — Schedule C compensation
- Income Research & Management — Schedule C compensation
- C. Damigella — Schedule C compensation
- W. Beaudry — Schedule C compensation
- P. Petrillo — Schedule C compensation
- Lexington Capital Partners — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Nb Crossroads Fund 23 — Schedule C compensation
- Republic Services — Schedule C compensation
- United We Stand Cleaning — Schedule C compensation
- Brightview Landscape — Schedule C compensation
- A. Valletta — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Sei Investments — Schedule C compensation