# Massachusetts Bricklayers & Masons Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/massachusetts-bricklayers-masons-health-welfare-fund-042145367-501

> Massachusetts Bricklayers & Masons Health & Welfare Fund's Health & Welfare plan: 1,621 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massachusetts Bricklayers & Masons Health & Welfare Fund

- **Sponsor EIN:** 042145367

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,621

- **Total Assets:** $54.2M

## 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|1,621|$54.2M|$29.2M|$1.4M|

| 2023|1,610|$57.0M|$30.6M|$1.4M|

| 2022|1,593|$53.1M|$29.8M|$1.3M|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$1,087,823|—|$1,087,823|

| DELTA DENTAL|Other Service Provider|$111,506|—|$111,506|

| HANNON, L.|Other Service Provider|$101,688|—|$101,688|

| RASO, C.|Other Service Provider|$84,852|—|$84,852|

| PILLAR RX CONSULTING|Other Service Provider|$77,676|—|$77,676|

| WILLIS TOWERS WATSON|Other Service Provider|$76,250|—|$76,250|

| HARVEY, T.|Other Service Provider|$63,277|—|$63,277|

| AMALGAMATED BANK|Other Service Provider|$59,539|—|$59,539|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$53,498|—|$53,498|

| ROSE, M|Other Service Provider|$48,525|—|$48,525|

| HARVEY, K.|Other Service Provider|$46,541|—|$46,541|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$46,175|—|$46,175|

| FEINBERG, DUMONT & BRENNAN|Other Service Provider|$39,198|—|$39,198|

| MANZI & ASSOCIATES, LLC|Other Service Provider|$36,630|—|$36,630|

| DAMIGELLA, C.|Other Service Provider|$36,311|—|$36,311|

| MODERN ASSISTANCE PROGRAMS INC|Other Service Provider|$30,000|—|$30,000|

| SEGAL MARCO ADVISORS INC.|Other Service Provider|$25,500|—|$25,500|

| BEAUDRY, W.|Other Service Provider|$21,194|—|$21,194|

| PETRILLO, P.|Other Service Provider|$20,298|—|$20,298|

| DAVIS VISION|Other Service Provider|$9,130|—|$9,130|

| SMITH, J.|Other Service Provider|$8,473|—|$8,473|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,084,084

- **Estimated Expense Ratio:** 3.842% 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|$2,180,543|$27,500|—|$36,630|—|

| 2023|$2,108,150|$28,460|—|$36,630|—|

| 2022|$2,124,841|$27,335|—|—|$159,293|

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