# Bd. Of Trustees Of Mass. Laborers Annuity Fund DC Plan Source: https://planprovider.pro/companies/bd-of-trustees-of-mass-laborers-annuity-fund-plan > Bd. Of Trustees Of Mass. Laborers Annuity Fund's DC plan: 13,601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Bd. Of Trustees Of Mass. Laborers Annuity Fund - **Sponsor EIN:** 046553616 - **Sponsor Address:** 1400 DISTRICT AVENUE, BURLINGTON, MA, 018035236 - **Plan Type:** DC - **Total Participants:** 13,601 - **Total Assets:** $2.3B ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|13,601|$2.3B|$149.2M|$0| | 2023|11,506|$2.2B|$149.6M|$0| | 2022|11,709|$2.0B|$147.7M|$0| ## Service Providers (Schedule C) Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees). | Provider Name| Role| Direct Compensation| Indirect Compensation| Total Fees| | WALTER SCOTT & PARTNERS LIMITED|NONE|$591,336|—|$591,336| | MEKETA INVESTMENT GROUP|NONE|$571,217|—|$571,217| | ARTISAN PARTNERS LP|NONE|$525,322|—|$525,322| | DODGE & COX INVESTMENT MANAGER|NONE|$498,122|—|$498,122| | ACADIAN ASSET MANAGEMENT LLC|NONE|$469,993|—|$469,993| | STATE STREET BANK AND TRUST COMPANY|NONE|$386,598|—|$386,598| | ALLIANCE BERNSTEIN LP|NONE|$305,111|—|$305,111| | STATE STREET GLOBAL ADVISORS|NONE|$243,549|—|$243,549| | LAZARD ASSET MANAGEMENT|NONE|$191,927|—|$191,927| | SCHULTHEIS & PANETTIERI LLP|NONE|$150,401|—|$150,401| | SEGAL ROITMAN LLP|NONE|$145,107|—|$145,107| | THE SEGAL CO (EASTERN STATES), INC|NONE|$119,486|—|$119,486| | CMIT SOLUTIONS|NONE|$89,913|—|$89,913| | EMPLOYEE A|NONE|$88,920|—|$88,920| | EMPLOYEE B|NONE|$77,903|—|$77,903| | EMPLOYEE C|NONE|$62,939|—|$62,939| | BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$54,758|—|$54,758| | EMPLOYEE D|NONE|$53,131|—|$53,131| | CORRENTE LAW CORP|ATTORNEY|$52,000|—|$52,000| | O'REILLY GROSSO GROSS & JONES P.C.|NONE|$52,000|—|$52,000| | EMPLOYEE E|NONE|$48,732|—|$48,732| | 617 MEDIA GROUP|NONE|$47,683|—|$47,683| | EMPLOYEE F|NONE|$40,552|—|$40,552| | EMPLOYEE G|NONE|$39,285|—|$39,285| | EMPLOYEE H|NONE|$38,058|—|$38,058| | EMPLOYEE K|NONE|$34,405|—|$34,405| | EMPLOYEE I|NONE|$34,346|—|$34,346| | EMPLOYEE J|NONE|$34,339|—|$34,339| | EMPLOYEE L|NONE|$30,203|—|$30,203| | EMPLOYEE M|NONE|$28,353|—|$28,353| | EMPLOYEE N|NONE|$27,129|—|$27,129| | EMPLOYEE O|NONE|$26,821|—|$26,821| | EMPLOYEE P|NONE|$26,656|—|$26,656| | EMPLOYEE Q|NONE|$26,480|—|$26,480| | SEGAL SELECT INS SVCS INC|NONE|—|$25,953|$25,953| | EMPLOYEE R|NONE|$25,671|—|$25,671| | EMPLOYEE S|NONE|$25,354|—|$25,354| | RHUMBLINE ADVISERS LP|NONE|$15,947|—|$15,947| | KONICA MINOLTA PREMIER|NONE|$6,688|—|$6,688| | RANKIN & SULTAN|NONE|$5,816|—|$5,816| | ROBERT HALF|NONE|$5,308|—|$5,308| | PROXYVOTE PLUS HOLDINGS INC|NONE|$5,000|—|$5,000| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE - [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE K](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE I](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE J](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE L](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE M](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE N](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE O](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE P](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE Q](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE R](https://planprovider.pro/provider/employee-fiduciary) — NONE - [EMPLOYEE S](https://planprovider.pro/provider/employee-fiduciary) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $5,328,512 - **Estimated Expense Ratio:** 0.233% of plan assets ### Historical Administrative Expenses Breakdown of administrative expense categories reported on Form 5500 filings. | Year| Total Admin Expenses| Investment Mgmt Fees| Contract Admin Fees| IQPA Audit Fees| Professional Fees| | 2024|$6,430,588|$3,579,610|—|$89,901|—| | 2023|$6,518,739|$3,459,667|—|$76,000|—| | 2022|$6,518,505|$4,045,992|—|—|$474,147| ## Similar Plans - 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