Plan Snapshot

Plan Sponsor: Board Of Trustees Of Massachusetts Laborers' Pension Fund
Sponsor EIN: 046128298
Sponsor Address: 1400 DISTRICT AVENUE, BURLINGTON, MA, 018035236
Plan Type: DB
Total Participants: 10,031
Total Assets: $2.5B

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	10,031	$2.5B	$154.3M	$0
2023	10,203	$2.3B	$153.4M	$0
2022	10,116	$2.1B	$146.9M	$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
MEKETA INVESTMENT GROUP	NONE	$565,500	—	$565,500
ARTISAN PARTNERS LP	NONE	$472,115	—	$472,115
ALLIANCE BERNSTEIN LP	NONE	$453,925	—	$453,925
STATE STREET BANK & TRUST CO	NONE	$417,426	—	$417,426
THE SEGAL COMPANY (EASTERN STATES)	NONE	$344,710	—	$344,710
FRANKLIN PARK ASSOCIATES LLC	NONE	$300,000	—	$300,000
WALTER SCOTT & PARTNERS LIMITED	NONE	$299,902	—	$299,902
STATE STREET GLOBAL ADVISORS TRUST	NONE	$294,991	—	$294,991
LONGFELLOW INVESTMENT MANAGEMENT CO	NONE	$244,659	—	$244,659
SCHULTHEIS & PANETTIERI LLP	NONE	$196,226	—	$196,226
SEGAL ROITMAN LLP	NONE	$164,478	—	$164,478
LAZARD ASSET MANAGEMENT LLC	NONE	$158,393	—	$158,393
EMPLOYEE A	NONE	$109,269	—	$109,269
CMIT SOLUTIONS	NONE	$93,220	—	$93,220
EMPLOYEE B	NONE	$88,920	—	$88,920
BRIDGEWAY BENEFIT TECHNOLOGIES	NONE	$80,162	—	$80,162
CORRENTE LAW CORP	ATTORNEY	$78,000	—	$78,000
O'REILLY GROSSO GROSS & JONES PC	NONE	$78,000	—	$78,000
EMPLOYEE C	NONE	$75,161	—	$75,161
PRUDENTIAL INSURANCE CO	NONE	$69,670	—	$69,670
EMPLOYEE D	NONE	$62,989	—	$62,989
EMPLOYEE E	NONE	$57,367	—	$57,367
617 MEDIA GROUP	NONE	$49,462	—	$49,462
EMPLOYEE F	NONE	$48,732	—	$48,732
EMPLOYEE G	NONE	$48,587	—	$48,587
EMPLOYEE H	NONE	$48,576	—	$48,576
EMPLOYEE I	NONE	$40,109	—	$40,109
EMPLOYEE J	NONE	$39,285	—	$39,285
EMPLOYEE K	NONE	$38,377	—	$38,377
RHUMBLINE ADVISERS LP	NONE	$38,309	—	$38,309
EMPLOYEE L	NONE	$38,058	—	$38,058
SEGAL SELECT INSURANCE SERVICES	NONE	—	$31,994	$31,994
EMPLOYEE M	NONE	$30,999	—	$30,999
EMPLOYEE N	NONE	$30,405	—	$30,405
EMPLOYEE O	NONE	$30,203	—	$30,203
EMPLOYEE P	NONE	$26,656	—	$26,656
EMPLOYEE Q	NONE	$26,480	—	$26,480
EMPLOYEE R	NONE	$25,671	—	$25,671
EMPLOYEE S	NONE	$25,354	—	$25,354
LOOMIS SAYLES & COMPANY	NONE	$13,819	—	$13,819
PROXYVOTE HOLDINGS PLUS LLC	NONE	$10,000	—	$10,000
GREEN CITIES IV LP	NONE	$8,000	—	$8,000
KONICA MINOLTA PREMIER	NONE	$7,358	—	$7,358
RANKIN & SULTAN	NONE	$5,815	—	$5,815
ROBERT HALF	NONE	$5,308	—	$5,308
MARK FRIEDMAN	NONE	$5,250	—	$5,250

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

SCHULTHEIS & PANETTIERI LLP — NONE
EMPLOYEE A — NONE
EMPLOYEE B — NONE
EMPLOYEE C — NONE
PRUDENTIAL INSURANCE CO — NONE
EMPLOYEE D — NONE
EMPLOYEE E — NONE
EMPLOYEE F — NONE
EMPLOYEE G — NONE
EMPLOYEE H — NONE
EMPLOYEE I — NONE
EMPLOYEE J — NONE
EMPLOYEE K — NONE
EMPLOYEE L — NONE
EMPLOYEE M — NONE
EMPLOYEE N — NONE
EMPLOYEE O — NONE
EMPLOYEE P — NONE
EMPLOYEE Q — NONE
EMPLOYEE R — NONE
EMPLOYEE S — NONE

Plan Fees & Expenses

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

Total Service Provider Fees: $5,377,890
Estimated Expense Ratio: 0.214% 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	$7,532,761	$3,130,865	—	$115,726	—
2023	$8,815,522	$3,749,394	—	$100,000	—
2022	$8,446,892	$4,727,140	—	—	$782,088

Board Of Trustees Of Massachusetts Laborers' Pension Fund DB Plan