Massachusetts Bricklayers & Masons Health And Welfare Fund — Form 5500 plan (Massachusetts Bricklayers & Masons Health & Welfare 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 Health And Welfare Fund is a benefit plan reported by Massachusetts Bricklayers & Masons Health & Welfare Fund under EIN 04-2145367 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,884 participants and $57,010,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Massachusetts Bricklayers & Masons Health & Welfare Fund
- EIN
- 04-2145367
- Plan number
- 501
- Plan type
- 1
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,884
- End-of-year plan assets
- $57,010,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,884 | H, C | 20250115151050NAL0012808323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,010,212
- Total liabilities (EOY)
- $3,623,952
- Net assets (EOY)
- $53,386,260
- Net assets (BOY)
- $50,653,877
Income & contributions
- Employer contributions
- $30,587,354
- Participant contributions
- $1,378,389
- Total contributions
- $31,965,743
- Total income / additions
- $37,512,513
Expenses & distributions
- Benefits paid
- $32,671,980
- Administrative expenses
- $2,108,150
- Total expenses
- $34,780,130
- Net increase / (decrease)
- $2,732,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $877,170 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $101,349 | not reported in the loaded dataset | 2023 |
| Hannon, L. | EMPLOYEE | $98,566 | not reported in the loaded dataset | 2023 |
| Pillar Rx Consulting | NONE | $93,960 | not reported in the loaded dataset | 2023 |
| Raso, C. | EXECUTIVE DIRECTOR | $82,260 | not reported in the loaded dataset | 2023 |
| Rubinstein Actuarial Services, LLC | NONE | $74,250 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $66,614 | not reported in the loaded dataset | 2023 |
| Modern Assistance Programs Inc | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Harvey, T. | EMPLOYEE | $58,899 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $57,635 | not reported in the loaded dataset | 2023 |
| Feinberg, Dumont & Brennan | NONE | $53,019 | not reported in the loaded dataset | 2023 |
| Rose, M | EMPLOYEE | $47,167 | not reported in the loaded dataset | 2023 |
| Harvey, K. | EMPLOYEE | $43,869 | not reported in the loaded dataset | 2023 |
| Manzi & Associates, LLC | NONE | $36,630 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors Inc. | NONE | $25,460 | not reported in the loaded dataset | 2023 |
| Damigella, C. | EMPLOYEE | $24,609 | not reported in the loaded dataset | 2023 |
| Beaudry, W. | EMPLOYEE | $20,074 | not reported in the loaded dataset | 2023 |
| Petrillo, P. | EMPLOYEE | $18,989 | not reported in the loaded dataset | 2023 |
| Valletta, A. | EMPLOYEE | $9,192 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $8,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Massachusetts Bricklayers & Masons Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Blue Cross Blue Shield — Schedule C compensation
- Delta Dental — Schedule C compensation
- Hannon, L. — Schedule C compensation
- Pillar Rx Consulting — Schedule C compensation
- Raso, C. — Schedule C compensation
- Rubinstein Actuarial Services, LLC — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Modern Assistance Programs Inc — Schedule C compensation
- Harvey, T. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Feinberg, Dumont & Brennan — Schedule C compensation
- Rose, M — Schedule C compensation
- Harvey, K. — Schedule C compensation
- Manzi & Associates, LLC — Schedule C compensation
- Segal Marco Advisors Inc. — Schedule C compensation
- Damigella, C. — Schedule C compensation
- Beaudry, W. — Schedule C compensation
- Petrillo, P. — Schedule C compensation
- Valletta, A. — Schedule C compensation
- Davis Vision — Schedule C compensation