Massachusetts Laborers' Annuity Fund — Form 5500 plan (Bd. Of Trustees Of Mass. Laborers 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 Laborers' Annuity Fund is a benefit plan reported by Bd. Of Trustees Of Mass. Laborers Annuity Fund under EIN 04-6553616 and plan number 001. The latest loaded filing year is 2023. The filing reports 31,603 participants and $2,163,224,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd. Of Trustees Of Mass. Laborers Annuity Fund
- EIN
- 04-6553616
- Plan number
- 001
- Plan type
- 1
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 31,603
- End-of-year plan assets
- $2,163,224,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,603 | H, C | 20241002083513NAL0008525393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,163,224,805
- Total liabilities (EOY)
- $35,207,300
- Net assets (EOY)
- $2,128,017,505
- Net assets (BOY)
- $1,928,517,740
Income & contributions
- Employer contributions
- $149,551,405
- Total contributions
- $149,551,405
- Total income / additions
- $314,416,623
Expenses & distributions
- Benefits paid
- $108,398,119
- Administrative expenses
- $6,518,739
- Total expenses
- $114,916,858
- Net increase / (decrease)
- $199,499,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Walter Scott & Partners Limited | NONE | $511,829 | not reported in the loaded dataset | 2023 |
| Artisan Partners Lp | NONE | $466,201 | $0 | 2023 |
| Dodge & Cox Investment Manager | NONE | $430,023 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management LLC | NONE | $403,278 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust Company | NONE | $370,830 | $0 | 2023 |
| State Street Global Advisors | NONE | $236,526 | $0 | 2023 |
| Meketa Investment Group | NONE | $174,850 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $174,614 | $0 | 2023 |
| Segal Roitman Llp | NONE | $156,269 | not reported in the loaded dataset | 2023 |
| Alliance Bernstein Lp | NONE | $150,024 | $0 | 2023 |
| The Segal Co (Eastern States), Inc | NONE | $141,832 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $120,912 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $118,875 | not reported in the loaded dataset | 2023 |
| Abrdn Standard Investments Inc | NONE | $98,514 | not reported in the loaded dataset | 2023 |
| Cmit Solutions Of Boston | NONE | $79,184 | not reported in the loaded dataset | 2023 |
| Employee A | NONE | $73,540 | not reported in the loaded dataset | 2023 |
| Employee B | NONE | $66,829 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $59,068 | not reported in the loaded dataset | 2023 |
| Employee C | NONE | $53,452 | not reported in the loaded dataset | 2023 |
| O'Reilly Grosso Gross & Jones P.C. | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| Corrente Law Corporation | ATTORNEY | $52,000 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisors Lp | NONE | $51,296 | not reported in the loaded dataset | 2023 |
| 617mediagroup | NONE | $47,136 | not reported in the loaded dataset | 2023 |
| Employee D | NONE | $46,385 | not reported in the loaded dataset | 2023 |
| Employee E | NONE | $45,776 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $44,718 | not reported in the loaded dataset | 2023 |
| Employee F | NONE | $39,424 | not reported in the loaded dataset | 2023 |
| Employee G | NONE | $37,774 | not reported in the loaded dataset | 2023 |
| Employee H | NONE | $35,809 | not reported in the loaded dataset | 2023 |
| Employee I | NONE | $34,678 | not reported in the loaded dataset | 2023 |
| Employee J | NONE | $34,473 | not reported in the loaded dataset | 2023 |
| Employee K | NONE | $34,013 | not reported in the loaded dataset | 2023 |
| Employee L | NONE | $30,896 | not reported in the loaded dataset | 2023 |
| Employee M | NONE | $30,014 | not reported in the loaded dataset | 2023 |
| Employee N | NONE | $28,558 | not reported in the loaded dataset | 2023 |
| Employee O | NONE | $27,538 | not reported in the loaded dataset | 2023 |
| Employee P | NONE | $27,167 | not reported in the loaded dataset | 2023 |
| Employee Q | NONE | $26,566 | not reported in the loaded dataset | 2023 |
| Employee R | NONE | $26,106 | not reported in the loaded dataset | 2023 |
| Segal Select Ins Svcs Inc | NONE | $0 | $25,672 | 2023 |
| Employee S | NONE | $25,185 | not reported in the loaded dataset | 2023 |
| Rankin & Sultan | NONE | $7,948 | not reported in the loaded dataset | 2023 |
| Konica Minolta Premier | NONE | $6,682 | not reported in the loaded dataset | 2023 |
| Proxyvote Plus Holdings Inc | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Co | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd. Of Trustees Of Mass. Laborers Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Walter Scott & Partners Limited — Schedule C compensation
- Artisan Partners Lp — Schedule C compensation
- Dodge & Cox Investment Manager — Schedule C compensation
- Acadian Asset Management LLC — Schedule C compensation
- State Street Bank And Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Segal Roitman Llp — Schedule C compensation
- Alliance Bernstein Lp — Schedule C compensation
- The Segal Co (Eastern States), Inc — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Abrdn Standard Investments Inc — Schedule C compensation
- Cmit Solutions Of Boston — Schedule C compensation
- Employee A — Schedule C compensation
- Employee B — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Employee C — Schedule C compensation
- O'Reilly Grosso Gross & Jones P.C. — Schedule C compensation
- Corrente Law Corporation — Schedule C compensation
- Rhumbline Advisors Lp — Schedule C compensation
- 617mediagroup — Schedule C compensation
- Employee D — Schedule C compensation
- Employee E — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Employee F — Schedule C compensation
- Employee G — Schedule C compensation
- Employee H — Schedule C compensation
- Employee I — Schedule C compensation
- Employee J — Schedule C compensation
- Employee K — Schedule C compensation
- Employee L — Schedule C compensation
- Employee M — Schedule C compensation
- Employee N — Schedule C compensation
- Employee O — Schedule C compensation
- Employee P — Schedule C compensation
- Employee Q — Schedule C compensation
- Employee R — Schedule C compensation
- Segal Select Ins Svcs Inc — Schedule C compensation
- Employee S — Schedule C compensation
- Rankin & Sultan — Schedule C compensation
- Konica Minolta Premier — Schedule C compensation
- Proxyvote Plus Holdings Inc — Schedule C compensation
- Union Labor Life Insurance Co — Schedule C compensation