Massachusetts Laborers' Pension Fund — Form 5500 plan (Board Of Trustees Of Massachusetts Laborers' 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 Laborers' Pension Fund is a benefit plan reported by Board Of Trustees Of Massachusetts Laborers' Pension Fund under EIN 04-6128298 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,975 participants and $2,345,763,683 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Massachusetts Laborers' Pension Fund
EIN
04-6128298
Plan number
001
Plan type
1
Location
Burlington, MA
Latest filing year
2023
Participants
21,975
End-of-year plan assets
$2,345,763,683

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,975H, C20241008110038NAL0016487713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,345,763,683
Total liabilities (EOY)
$13,268,646
Net assets (EOY)
$2,332,495,037
Net assets (BOY)
$2,086,466,827

Income & contributions

Employer contributions
$153,374,778
Total contributions
$153,374,778
Total income / additions
$391,261,906

Expenses & distributions

Benefits paid
$136,418,174
Administrative expenses
$8,815,522
Total expenses
$145,233,696
Net increase / (decrease)
$246,028,210

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meketa Investment GroupNONE$557,250not reported in the loaded dataset2023
Lazard Asset Management LLCNONE$489,478$02023
State Street Bank & Trust CoNONE$449,197not reported in the loaded dataset2023
Artisan Partners LpNONE$405,446$02023
The Segal (Eastern States) IncNONE$384,842not reported in the loaded dataset2023
Alliance Bernstein LpNONE$367,435$02023
Wellington Management Company LlpNONE$317,732$02023
Walter Scott & Partners LimitedNONE$302,152not reported in the loaded dataset2023
Franklin Park Associates LLCNONE$300,000not reported in the loaded dataset2023
State Street Global Advisors TrustNONE$252,940$02023
Segal Roitman LlpNONE$177,490not reported in the loaded dataset2023
Schultheis & Panettieri LlpNONE$174,000not reported in the loaded dataset2023
Loomis Sayles & CompanyNONE$158,421not reported in the loaded dataset2023
Abrdn IncNONE$141,475not reported in the loaded dataset2023
Longfellow Investment Management CoNONE$116,138not reported in the loaded dataset2023
Rhumbline Advisers LpNONE$91,261not reported in the loaded dataset2023
Employee ANONE$90,516not reported in the loaded dataset2023
Cmit SolutionsNONE$88,803not reported in the loaded dataset2023
Innovative Software Solutions IncNONE$85,520not reported in the loaded dataset2023
Prudential Insurance CoNONE$79,044$02023
O'Reilly Grosso Gross & Jones PcNONE$78,000not reported in the loaded dataset2023
Corrente Law CorpATTORNEY$78,000not reported in the loaded dataset2023
617 Media GroupNONE$75,823not reported in the loaded dataset2023
Employee BNONE$66,829not reported in the loaded dataset2023
Employee CNONE$65,883not reported in the loaded dataset2023
Employee DNONE$50,205not reported in the loaded dataset2023
Employee ENONE$46,385not reported in the loaded dataset2023
Employee FNONE$44,680not reported in the loaded dataset2023
Employee GNONE$44,136not reported in the loaded dataset2023
Employee HNONE$42,743not reported in the loaded dataset2023
Employee INONE$41,923not reported in the loaded dataset2023
Employee JNONE$38,524not reported in the loaded dataset2023
Employee KNONE$38,159not reported in the loaded dataset2023
Employee LNONE$34,015not reported in the loaded dataset2023
Employee MNONE$33,943not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$0$33,9132023
Employee NNONE$33,485not reported in the loaded dataset2023
Employee ONONE$31,618not reported in the loaded dataset2023
Employee PNONE$30,896not reported in the loaded dataset2023
Employee QNONE$30,108not reported in the loaded dataset2023
Employee RNONE$28,543not reported in the loaded dataset2023
Employee SNONE$26,106not reported in the loaded dataset2023
Employee TNONE$25,449not reported in the loaded dataset2023
Proxyvote Plus LLCNONE$10,000not reported in the loaded dataset2023
Rankin & SultanNONE$9,170not reported in the loaded dataset2023
Konica Minolta PremierNONE$8,528not reported in the loaded dataset2023
Green Cities Iv LpNONE$8,000not reported in the loaded dataset2023
Mark FriedmanNONE$6,500not reported in the loaded dataset2023
Union Labor Life Insurance CoNONE$0$02023

Related Form 5500 pages