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Original filing (PDF)20251016181507NAL0003540563001
BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUND
Form 5500
FILING_RECEIVED
BOSTON PLASTERERS' & CEMENT MASONS' UNION LOCAL 534 PENSION FUND
Defined-benefit pension plan
Signals · 3
51% in single holdingNo recordkeeper disclosed11 service providers
Active participants
212
Accounts w/ balance
—
Plan assets (EOY)
$55.3M
Net assets (EOY)
$55.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: ARTISAN INTERNATIONAL GROWTH TRUST (no filing on disk)]" is 51% of plan.
- 43 bps in Schedule C fees — 170% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUND.
Plan sponsor
Name
BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUND
EIN
04-6127786
Address
7 FREDERIKA STREET · BOSTON, MA · 02124
Phone
(617) 825-4500
Industry
Constructionsee all
Plan administrator
Name
BOSTON PLASTERERS' & CEMENT MASONS UNION LOCAL 534 PENSION FUND
EIN
04-6127786
City
BOSTON, MA
Phone
(617) 825-4500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-16
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CAMPBELL DEVASTO & ASSOCIATES, CPA'
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GAIL MILLS | 04-6127786 | BOSTON, MA | FUND ADMINISTRATOR | $41K | — |
| CBIZ SAVITZ | 26-1371674 | NEEDHAM, MA | N/A | $28K | — |
| CAMPBELL DEVASTO & ASSOC LLP CPAS | 04-2779892 | HINGHAM, MA | N/A | $25K | — |
| NEW ENGLAND PENSION CONSULTANTS | 04-2927339 | CAMBRIDGE, MA | N/A | $25K | — |
| AIMEE LINCOLN | 04-6127786 | BOSTON, MA | ASSISTANT ADMINISTRATIVE | $24K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 23-2182079 | CHERRY HILL, NJ | N/A | $20K | — |
| KRAKOW & SOURIS LLC | 04-3363718 | BOSTON, MA | N/A | $20K | — |
| LAUREN BLUNDELL | 04-6127786 | BOSTON, MA | ADMINISTRATIVE ASSISTANT | $19K | — |
| ANCHOR CAPITAL ADVISORS, INC. | 20-4669888 | BOSTON, MA | NONE | $18K | — |
| VICTORIA GRIGNON | 04-6127786 | BOSTON, MA | ADMINISTRATIVE ASSISTANT | $10K | — |
| JP MORGAN CHASE BANK NA | 13-4994650 | NEWARK, DE | N/A | $8K | — |
Investments
3 pooled funds· $10.3M(19% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ARTISAN INTERNATIONAL GROWTH TRUST ARTISAN MULTIPLE INVESTMENT TRUST · EIN 26-3299719 / PN 002 | Common Collective Trust | — | — | $5.2M | 9.5% | |
| BOSTON TRUST SMALL CAP RETIREMENT F BOSTON TRUST WALDEN COMPANY · EIN 04-2273811 / PN 001 | Common Collective Trust | — | — | $4.7M | 8.4% | |
| AFL-CIO BUILDING INVESTMENT TRUST PNC BANK · EIN 22-1146430 / PN 001 | Common Collective Trust | — | — | $363K | 0.7% |