# Massachusetts Bricklayers & Masons Pension Fund DB Plan Source: https://planprovider.pro/companies/massachusetts-bricklayers-masons-pension-fund-046128039-001 > Massachusetts Bricklayers & Masons Pension Fund's DB plan: 1,966 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 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](https://planprovider.pro/provider/jp-morgan-asset-management) — 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| ## Similar Plans - [Bot North Atlantic States Carpenters Health Benefits Fund](https://planprovider.pro/companies/bot-north-atlantic-states-carpenters-health-benefits-fund-046374357-501) — 18,857 participants - [Bot Of The North Atlantic States Carpenters Pension Fund](https://planprovider.pro/companies/bot-of-the-north-atlantic-states-carpenters-pension-fund-plan) — 16,341 participants - [Bd. 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