# Massachusetts Bricklayers & Masons Annuity Fund DC Plan
Source: https://planprovider.pro/companies/massachusetts-bricklayers-masons-annuity-fund-046375393-001

> Massachusetts Bricklayers & Masons Annuity Fund's DC plan: 1,224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massachusetts Bricklayers & Masons Annuity Fund

- **Sponsor EIN:** 046375393

- **Sponsor Address:** 645 MORRISSEY BOULEVARD, BOSTON, MA, 021223569

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 1,224

- **Total Assets:** $273.4M

## 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|1,224|$273.4M|$19.6M|$0|

| 2023|2,114|$262.9M|$20.5M|$450|

| 2022|2,120|$237.1M|$20.0M|$7,159|

## 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|

| SSGA|Other Service Provider|$99,209|—|$99,209|

| C. RASO II|Other Service Provider|$81,336|—|$81,336|

| PRISA LP|Other Service Provider|$73,515|—|$73,515|

| PRU CORE BOND FUND|Other Service Provider|$58,103|—|$58,103|

| M. ROSE|Other Service Provider|$46,514|—|$46,514|

| BRIDGEWAY BENEFIT PARTNERS|Other Service Provider|$46,335|—|$46,335|

| K. HARVEY|Other Service Provider|$44,613|—|$44,613|

| C. DAMIGELLA|Other Service Provider|$34,806|—|$34,806|

| SEGAL MARCO ADVISORS|Other Service Provider|$32,500|—|$32,500|

| FEINBERG DUMONT & BRENNAN|Other Service Provider|$24,397|—|$24,397|

| MANZI & ASSOCIATES|Other Service Provider|$22,225|—|$22,225|

| W. BEAUDRY|Other Service Provider|$20,316|—|$20,316|

| P. PETRILLO|Other Service Provider|$19,457|—|$19,457|

| J. SMITH|Other Service Provider|$8,121|—|$8,121|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $611,447

- **Estimated Expense Ratio:** 0.224% 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|$762,141|$110,015|—|$22,225|—|

| 2023|$734,078|$124,899|—|$27,263|—|

| 2022|$778,716|$131,250|—|—|$48,249|

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