Massachusetts Bricklayers & Masons Pension Plan
Sponsored by Massachusetts Bricklayers & Masons Pension Fund · EIN 046128039 · Plan #001
- Total assets
- $547M
- Net assets
- $547M
- Active participants
- 1,966
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kohlberg & Co., L.L.C. CRD 160745 | fuzzy_auto · 96% | 2024 |
| Oaktree Capital Management, L.P. CRD 106793 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Lexington Capital, Llc CRD 287930 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kohlberg & Co | Investment management, Investment management fees (indirect) | $270,442 |
| Jpmorgan Special Situations | Investment management, Investment management fees (direct) | $205,135 |
| Jpmorgan Emerging Markets Fund | Investment management, Investment management fees (direct) | $200,056 |
| Oaktree Capital Management, L.P. | Investment management, Investment management fees (direct) | $157,191 |
| Jpmorgan Strategic Property Fund | Investment management, Investment management fees (direct) | $124,030 |
| Horizon Actuarial Services | Actuarial, Direct payment from the plan | $116,090 |
| Dover Street Ix Cayman Fund L.P. | Investment management, Investment management fees (indirect) | $113,339 |
| Ssga | Custodial (other), Custodial (securities), Investment management fees (direct) | $108,847 |
| Horsley Bridge Xi Venture, Lp | Investment management, Investment management fees (direct) | $100,000 |
| Horsley Bridge Venture 14, L.P. | Investment management, Investment management fees (direct) | $100,000 |
| Segal Marco Advisors | Consulting (pension), Direct payment from the plan | $94,000 |
| Harbourvest 2018 Global Feeder Fund | Investment management, Investment management fees (indirect) | $93,883 |
| C. Raso | Plan administrator, Direct payment from the plan | $68,210 |
| Prisa Lp | Investment management, Investment management fees (indirect) | $59,024 |
| Manzi & Associates, Llc | Accounting, Direct payment from the plan | $42,728 |
| Feinberg, Dumont & Brennan | Legal, Direct payment from the plan | $41,187 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $40,998 |
| Rose, M | Employee (plan), Direct payment from the plan | $39,007 |
| K. Harvey | Employee (plan), Direct payment from the plan | $37,413 |
| Hamilton Lane Fund Viii | Investment management, Investment management fees (indirect) | $36,387 |
| C. Damigella | Employee (plan), Direct payment from the plan | $29,189 |
| Prudential Trust Co. | Investment management, Investment management fees (direct) | $25,055 |
| Income Research & Management | Investment management, Investment management fees (direct) | $24,600 |
| Harbourvest Partners Cay Mezz Fund | Investment management, Investment management fees (indirect) | $19,355 |
| W. Beaudry | Employee (plan), Direct payment from the plan | $17,037 |
| P. Petrillo | Employee (plan), Direct payment from the plan | $16,317 |
| Republic Services | Other services, Direct payment from the plan | $15,009 |
| Lexington Capital Partners | Investment management, Investment management fees (indirect) | $15,000 |
| Nb Crossroads Fund 23 | Investment management, Investment management fees (indirect) | $14,444 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $11,750 |
| United We Stand Cleaning | Other services, Direct payment from the plan | $9,600 |
| Dover Street Viii Cayman Fund L.P | Investment management, Investment management fees (indirect) | $7,965 |
| Brightview Landscape | Other services, Direct payment from the plan | $7,728 |
| J. Smith | Employee (plan), Direct payment from the plan | $6,811 |
| Grinnell Mechanical | Other services, Direct payment from the plan | $6,572 |
| Sei Investments | Investment management, Investment management fees (direct), Investment management fees (indirect) | $0 |