Plan Snapshot
- Plan Sponsor: Massachusetts Bricklayers & Masons Annuity Fund
- Sponsor EIN: 046375393
- Sponsor Address: 645 MORRISSEY BOULEVARD, BOSTON, MA, 021223569
- Plan Type: DC
- 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. |
|---|---|---|---|---|
| 2025 | 1,224 | $273.4M | $0 | $0 |
| 2024 | 2,114 | $262.9M | $0 | $0 |
| 2023 | 2,120 | $237.1M | $0 | $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 |
|---|---|---|---|---|
| MANZI & ASSOCIATES L.L.C. | Auditor | $22,225 | — | $22,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,225
- Estimated Expense Ratio: 0.008% 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 | $762,141 | $110,015 | — | $22,225 | — |
| 2024 | $734,078 | $124,899 | — | $27,263 | — |
| 2023 | $778,716 | $131,250 | — | — | $48,249 |