Plan Snapshot
- Plan Sponsor: Massachusetts Bricklayers & Masons Pension Fund
- Sponsor EIN: 046128039
- Sponsor Address: 645 MORRISSEY BOULEVARD, BOSTON, MA, 021223569
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 1,966 | $546.8M | $0 | $0 |
| 2024 | 1,837 | $533.2M | $0 | $0 |
| 2023 | 1,901 | $476.2M | $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 | $42,728 | — | $42,728 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,728
- 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 | $2,243,821 | $1,092,780 | — | $42,728 | — |
| 2024 | $2,259,400 | $1,040,727 | — | $37,065 | — |
| 2023 | $2,158,961 | $1,065,381 | — | — | $77,989 |