Massachusetts Service Employees Pension Plan — Form 5500 plan (Trustees Of Massachusetts Service Employees' Pension Plan)
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 Service Employees Pension Plan is a benefit plan reported by Trustees Of Massachusetts Service Employees' Pension Plan under EIN 04-6344921 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,247 participants and $276,075,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Massachusetts Service Employees' Pension Plan
- EIN
- 04-6344921
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 21,247
- End-of-year plan assets
- $276,075,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,247 | H, C | 20240926083201NAL0000214883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $276,075,524
- Total liabilities (EOY)
- $3,564,084
- Net assets (EOY)
- $272,511,440
- Net assets (BOY)
- $244,327,041
Income & contributions
- Employer contributions
- $11,524,725
- Total contributions
- $11,524,725
- Total income / additions
- $39,157,514
Expenses & distributions
- Benefits paid
- $8,401,179
- Administrative expenses
- $2,571,936
- Total expenses
- $10,973,115
- Net increase / (decrease)
- $28,184,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Building Service 32bj Health Fund | AFFILIATED FUND | $992,023 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Inc | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, Pllc | NONE | $124,320 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $77,768 | $11,435 | 2023 |
| Schultheis & Panettieri, Llp | NONE | $63,916 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| H&H Graphic Printing Communications | NONE | $57,815 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $50,118 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $37,500 | $0 | 2023 |
| Beacon Hill Staffing, LLC | NONE | $31,236 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase | NONE | $22,846 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Inc | NONE | $16,972 | not reported in the loaded dataset | 2023 |
| Health Management Systems, Inc | NONE | $16,044 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $13,744 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $10,073 | not reported in the loaded dataset | 2023 |
| Retirement Clearinghouse LLC | NONE | $8,769 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Massachusetts Service Employees' Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Building Service 32bj Health Fund — Schedule C compensation
- Meketa Investment Group Inc — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- H&H Graphic Printing Communications — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Beacon Hill Staffing, LLC — Schedule C compensation
- Jpmorgan Chase — Schedule C compensation
- Pitney Bowes Inc — Schedule C compensation
- Health Management Systems, Inc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Retirement Clearinghouse LLC — Schedule C compensation