Plan Snapshot
- Plan Sponsor: Massachusetts Bricklayers & Masons Pension Fund
- Sponsor EIN: 046128039
- Sponsor Address: 645 MORRISSEY BOULEVARD, BOSTON, MA, 021223569
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,966
- Total Assets: $546.8M
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 | 1,966 | $546.8M | $32.7M | $0 |
| 2023 | 1,837 | $533.2M | $31.2M | $0 |
| 2022 | 1,901 | $476.2M | $30.5M | $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 |
|---|---|---|---|---|
| KOHLBERG & CO | Other Service Provider | $270,442 | — | $270,442 |
| JPMORGAN SPECIAL SITUATIONS | Other Service Provider | $205,135 | — | $205,135 |
| JPMORGAN EMERGING MARKETS FUND | Other Service Provider | $200,056 | — | $200,056 |
| OAKTREE CAPITAL MANAGEMENT, L.P. | Other Service Provider | $157,191 | — | $157,191 |
| JPMORGAN STRATEGIC PROPERTY FUND | Recordkeeper | $124,030 | — | $124,030 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $116,090 | — | $116,090 |
| DOVER STREET IX CAYMAN FUND L.P. | Other Service Provider | $113,339 | — | $113,339 |
| SSGA | Other Service Provider | $108,847 | — | $108,847 |
| HORSLEY BRIDGE VENTURE 14, L.P. | Other Service Provider | $100,000 | — | $100,000 |
| HORSLEY BRIDGE XI VENTURE, LP | Other Service Provider | $100,000 | — | $100,000 |
| SEGAL MARCO ADVISORS | Other Service Provider | $94,000 | — | $94,000 |
| HARBOURVEST 2018 GLOBAL FEEDER FUND | Other Service Provider | $93,883 | — | $93,883 |
| C. RASO | Other Service Provider | $68,210 | — | $68,210 |
| PRISA LP | Other Service Provider | $59,024 | — | $59,024 |
| MANZI & ASSOCIATES, LLC | Other Service Provider | $42,728 | — | $42,728 |
| FEINBERG, DUMONT & BRENNAN | Other Service Provider | $41,187 | — | $41,187 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $40,998 | — | $40,998 |
| ROSE, M | Other Service Provider | $39,007 | — | $39,007 |
| K. HARVEY | Other Service Provider | $37,413 | — | $37,413 |
| HAMILTON LANE FUND VIII | Other Service Provider | $36,387 | — | $36,387 |
| C. DAMIGELLA | Other Service Provider | $29,189 | — | $29,189 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $25,055 | — | $25,055 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $24,600 | — | $24,600 |
| HARBOURVEST PARTNERS CAY MEZZ FUND | Other Service Provider | $19,355 | — | $19,355 |
| W. BEAUDRY | Other Service Provider | $17,037 | — | $17,037 |
| P. PETRILLO | Other Service Provider | $16,317 | — | $16,317 |
| REPUBLIC SERVICES | Other Service Provider | $15,009 | — | $15,009 |
| LEXINGTON CAPITAL PARTNERS | Other Service Provider | $15,000 | — | $15,000 |
| NB CROSSROADS FUND 23 | Other Service Provider | $14,444 | — | $14,444 |
| AMALGAMATED BANK | Other Service Provider | $11,750 | — | $11,750 |
| UNITED WE STAND CLEANING | Other Service Provider | $9,600 | — | $9,600 |
| DOVER STREET VIII CAYMAN FUND L.P | Other Service Provider | $7,965 | — | $7,965 |
| BRIGHTVIEW LANDSCAPE | Other Service Provider | $7,728 | — | $7,728 |
| J. SMITH | Other Service Provider | $6,811 | — | $6,811 |
| GRINNELL MECHANICAL | Other Service Provider | $6,572 | — | $6,572 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN STRATEGIC PROPERTY FUND — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,274,399
- Estimated Expense Ratio: 0.416% 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 | $2,243,821 | $1,092,780 | — | $42,728 | — |
| 2023 | $2,259,400 | $1,040,727 | — | $37,065 | — |
| 2022 | $2,158,961 | $1,065,381 | — | — | $77,989 |