Plan Snapshot
- Plan Sponsor: Trustees Of Massachusetts Service Employees' Pension Fund
- Sponsor EIN: 046344921
- Sponsor Address: 25 WEST 18TH STREET, NEW YORK, NY, 10011
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 12,582 | $300.2M | $12.2M | $0 |
| 2023 | 12,813 | $276.1M | $11.5M | $0 |
| 2022 | 12,718 | $248.1M | $11.0M | $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 |
|---|---|---|---|---|
| BUILDING SERVICE 32BJ HEALTH FUND | Other Service Provider | $756,234 | — | $756,234 |
| BREDHOFF & KAISER P.L.L.C. | ERISA Attorney | $133,489 | — | $133,489 |
| MEKETA INVESTMENT GROUP INC | Other Service Provider | $130,000 | — | $130,000 |
| SEGAL SELECT INS SERVICES, INC | Other Service Provider | $82,677 | $642 | $83,319 |
| CBIZ SAVITZ | Other Service Provider | $56,000 | — | $56,000 |
| WITHUMSMITH+BROWN, P.C. | Auditor | $53,400 | — | $53,400 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $50,611 | — | $50,611 |
| BNY MELLON | Other Service Provider | $32,000 | — | $32,000 |
| JPMORGAN CHASE | Other Service Provider | $22,485 | — | $22,485 |
| H&H GRAPHIC PRINTING COMMUNICATIONS | Other Service Provider | $22,367 | — | $22,367 |
| HEALTH MANAGEMENT SYSTEMS, INC. | Other Service Provider | $15,010 | — | $15,010 |
| PURCHASE POWER | Other Service Provider | $14,121 | — | $14,121 |
| MELLON INVESTMENTS CORPORATION | Other Service Provider | $9,438 | — | $9,438 |
| THE BURGISS GROUP LLC | Other Service Provider | $5,920 | — | $5,920 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $5,337 | — | $5,337 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BREDHOFF & KAISER P.L.L.C. — ERISA Attorney
- WITHUMSMITH+BROWN, P.C. — Auditor
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,389,731
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 | $7,273,635 | $361,668 | — | $87,385 | — |
| 2024 | $2,297,896 | $190,821 | — | $104,011 | — |
| 2023 | $2,571,936 | $186,258 | — | $50,118 | — |
| 2022 | $2,484,711 | $210,150 | — | — | $335,815 |