Massachusetts Bricklayers & Masons Annuity Fund — Form 5500 plan (Massachusetts Bricklayers & Masons Annuity 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 Annuity Fund is a benefit plan reported by Massachusetts Bricklayers & Masons Annuity Fund under EIN 04-6375393 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,888 participants and $262,889,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Bricklayers & Masons Annuity Fund
- EIN
- 04-6375393
- Plan number
- 001
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,888
- End-of-year plan assets
- $262,889,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,888 | H, C | 20250115151050NAL0012808323003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $262,889,367
- Total liabilities (EOY)
- $250,148
- Net assets (EOY)
- $262,639,219
- Net assets (BOY)
- $236,686,274
Income & contributions
- Employer contributions
- $20,475,764
- Participant contributions
- $450
- Total contributions
- $20,546,214
- Total income / additions
- $47,828,668
Expenses & distributions
- Benefits paid
- $20,592,989
- Administrative expenses
- $734,078
- Total expenses
- $21,875,723
- Net increase / (decrease)
- $25,952,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ssga | NONE | $89,966 | $0 | 2023 |
| Prisa Lp | NONE | $89,840 | not reported in the loaded dataset | 2023 |
| C. Raso Ii | EXECUTIVE DIRECTOR | $78,851 | not reported in the loaded dataset | 2023 |
| Pru Core Bond Fund | NONE | $49,443 | not reported in the loaded dataset | 2023 |
| M. Rose | EMPLOYEE | $45,213 | not reported in the loaded dataset | 2023 |
| K. Harvey | EMPLOYEE | $42,051 | not reported in the loaded dataset | 2023 |
| Feinberg Dumont & Brennan | NONE | $32,205 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $29,559 | not reported in the loaded dataset | 2023 |
| Manzi & Associates | NONE | $27,263 | not reported in the loaded dataset | 2023 |
| C. Damigella | EMPLOYEE | $23,589 | not reported in the loaded dataset | 2023 |
| W. Beaudry | EMPLOYEE | $19,242 | not reported in the loaded dataset | 2023 |
| P. Petrillo | EMPLOYEE | $18,202 | not reported in the loaded dataset | 2023 |
| A. Valletta | EMPLOYEE | $8,811 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $6,655 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Bricklayers & Masons Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Ssga — Schedule C compensation
- Prisa Lp — Schedule C compensation
- C. Raso Ii — Schedule C compensation
- Pru Core Bond Fund — Schedule C compensation
- M. Rose — Schedule C compensation
- K. Harvey — Schedule C compensation
- Feinberg Dumont & Brennan — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Manzi & Associates — Schedule C compensation
- C. Damigella — Schedule C compensation
- W. Beaudry — Schedule C compensation
- P. Petrillo — Schedule C compensation
- A. Valletta — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Amalgamated Bank — Schedule C compensation