# Board Of Trustees Of Massachusetts Laborers&#39; Legal Services Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-massachusetts-laborers-legal-services-fund-046357603-501

> Board Of Trustees Of Massachusetts Laborers&#39; Legal Services Fund&#39;s Health &amp; Welfare plan: 12,290 participants, plan year 2025 financials, providers, and benc…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Massachusetts Laborers' Legal Services Fund

- **Sponsor EIN:** 046357603

- **Sponsor Address:** 1400 DISTRICT AVENUE, BURLINGTON, MA, 018035236

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 12,290

- **Total Assets:** $17.0M

## 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.|

| 2025|12,290|$17.0M|$0|$0|

| 2024|12,533|$15.2M|$3.3M|$0|

| 2023|12,786|$13.9M|$3.4M|$0|

| 2022|12,903|$12.2M|$3.4M|$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|

| EMPLOYEE A|Other Service Provider|$179,867|—|$179,867|

| EMPLOYEE B|Other Service Provider|$176,946|—|$176,946|

| EMPLOYEE C|Other Service Provider|$161,789|—|$161,789|

| EMPLOYEE D|Other Service Provider|$148,546|—|$148,546|

| EMPLOYEE E|Other Service Provider|$134,712|—|$134,712|

| EMPLOYEE F|Other Service Provider|$121,145|—|$121,145|

| EMPLOYEE G|Other Service Provider|$119,857|—|$119,857|

| EMPLOYEE H|Other Service Provider|$109,886|—|$109,886|

| EMPLOYEE I|Other Service Provider|$94,079|—|$94,079|

| EMPLOYEE J|Other Service Provider|$92,098|—|$92,098|

| EMPLOYEE K|Other Service Provider|$64,939|—|$64,939|

| EMPLOYEE L|Other Service Provider|$59,769|—|$59,769|

| LAW OFFICE OF PATRICK J. DEVINE|Other Service Provider|$59,583|—|$59,583|

| CMIT SOLUTIONS|Other Service Provider|$44,378|—|$44,378|

| EMPLOYEE M|Other Service Provider|$34,480|—|$34,480|

| SCHULTHEIS & PANETTIERI LLP|Other Service Provider|$34,000|—|$34,000|

| CISSERO LAW|Other Service Provider|$29,903|—|$29,903|

| CORRENTE LAW CORP|Other Service Provider|$26,000|—|$26,000|

| LAW OFFICE OF CHRISTINA VASSALLO|Other Service Provider|$20,279|—|$20,279|

| LIDER, FOGARTY & RIBEIRO, P.C.|Other Service Provider|$19,658|—|$19,658|

| MEKETA INVESTMENT GROUP, INC.|Other Service Provider|$15,600|—|$15,600|

| 617 MEDIA GROUP|Other Service Provider|$14,475|—|$14,475|

| LAW OFFICES OF ELIZABETH J. QUIGLEY|Other Service Provider|$13,953|—|$13,953|

| COMCAST|Other Service Provider|$12,925|—|$12,925|

| FRICANO & WEBER PLLC|Other Service Provider|$12,192|—|$12,192|

| SANDRA BLOOMENTHAL|Other Service Provider|$8,430|—|$8,430|

| THE LAW OFFICE OF NEIL A. SMITH|Other Service Provider|$7,925|—|$7,925|

| BRUNAULT, PROULX & MCGUINNESS|Other Service Provider|$7,384|—|$7,384|

| JOSEPH M. ANNUTTO|Other Service Provider|$7,281|—|$7,281|

| LAW OFFICE OF STEVEN M. DWYER|Other Service Provider|$7,199|—|$7,199|

| THOMAS J CHIROKAS, ATTORNEY|Other Service Provider|$6,325|—|$6,325|

| WENDALL GARDNER|Other Service Provider|$6,321|—|$6,321|

| LAW OFFICES OF JULIE A. LYNCH, PC|Other Service Provider|$5,652|—|$5,652|

| CASEY RAYE KARABIN|Other Service Provider|$5,292|—|$5,292|

| MICHAEL P. GAGLIARDI|Other Service Provider|$5,146|—|$5,146|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,868,014

- **Estimated Expense Ratio:** 10.985% 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|

| 2025|$3,448,256|$15,600|—|$34,000|—|

| 2024|$580,660|$15,400|—|$26,000|—|

| 2023|$652,007|$15,250|—|$30,000|—|

| 2022|$631,495|$12,500|—|—|$51,500|

## Similar Plans

- [Bot Of The North Atlantic States Carpenters Pension Fund](https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-pension-fund-plan) — 16,341 participants

- [Bd. Of Trustees Of Mass. Laborers Annuity Fund](https://planprovider.pro/companies/bd-of-trustees-of-mass-laborers-annuity-fund-plan) — 13,601 participants

- [Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund](https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-guaranteed-annuity-fund-plan) — 10,412 participants

- [Board Of Trustees Iron Workers](https://planprovider.pro/companies/board-of-trustees-iron-workers-plan-001-7320) — 7,844 participants

- [Shawmut Group INC.](https://planprovider.pro/companies/shawmut-group-inc-813645861-501) — 978 participants

- [Bond Bros., INC.](https://planprovider.pro/companies/bond-bros-inc-042067762-501) — 422 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-massachusetts-laborers-legal-services-fund-046357603-501)

&copy; 2026 PlanProvider.Pro
