BETH Evers signed Massachusetts Teachers Association's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Massachusetts Teachers Association's EIN is 04-1591200.
Download the official 2023 Form 5500 (PDF) for Massachusetts Teachers Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Massachusetts Teachers Association's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | F | $605K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCER ACTIVE LONG CORPORATE FI MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $68.8M | $72.9M | 31.9% | |
| MERCER US LONG DURATION PASSIVE FI MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $45.2M | $37.4M | 16.3% | |
| MERCER US LARGE CAP PASSIVE EQUITY MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $17.4M | $36.7M | 16.0% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $10.2M | $19.9M | 8.7% | |
| REAL ASSET NL SERIES-CLASS A(CMGV1) STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 374 | Common Collective Trust | — | $6.7M | $9.7M | 4.3% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $8.7M | $9.7M | 4.2% | |
| MERCER US CORE REAL ESTATE MERCER TRUST COMPANY · EIN 87-1321612 / PN 022 | Common Collective Trust | — | $10.0M | $9.4M | 4.1% | |
| MERCER US SMALL/MID CAP GROWTH EQTY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $4.8M | $9.2M | 4.0% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $7.2M | $8.4M | 3.7% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $2.9M | $6.6M | 2.9% | |
| Allspring Government Money Market Fund | Cash / Money Market | — | $1.3M | $1.3M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER |
| 13-2834414 |
| — |
| NONE |
| $443K |
| — |
| ISLER DARE, P.C. | 54-1844836 | — | NONE | $34K | — |
| CBIZ CPAS, P.C. | 43-1947695 | — | F | $8K | — |
| PARKER, BROWN, MACAULEY & SHEERIN | 04-3422478 | — | NONE | $625 | — |
