# Massachusetts Teachers Association DB Plan
Source: https://planprovider.pro/companies/massachusetts-teachers-association-plan-001

> Massachusetts Teachers Association's DB plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Massachusetts Teachers Association

- **Sponsor EIN:** 041591200

- **Sponsor Address:** 2 HERITAGE DRIVE, 9TH FLOOR, QUINCY, MA, 021712119

- **Plan Type:** DB

- **Total Participants:** 142

- **Total Assets:** $228.9M

## 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|142|$228.9M|$0|$0|

| 2023|132|$222.9M|$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|

| CBIZ CPAS P.C|Auditor|$13,940|—|$13,940|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,940

- **Estimated Expense Ratio:** 0.006% 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|$1,391,408|$823,456|—|$13,940|—|

| 2023|$1,370,015|$779,424|—|—|$558,799|

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