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Original filing (PDF)20250729100906NAL0001235075001
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' LEGAL SERVICES FUND
Form 5500
FILING_RECEIVED
MASSACHUSETTS LABORERS' LEGAL SERVICES FUND
Health & welfare plan
Signals · 3
~1148 bps in Sched C feesNo recordkeeper disclosed35 service providers
Active participants
12,533
Accounts w/ balance
—
Plan assets (EOY)
$15.2M
Net assets (EOY)
$14.8M
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
- 1148 bps in Schedule C fees — 3859% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' LEGAL SERVICES FUND.
Plan sponsor
Name
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' LEGAL SERVICES FUND
EIN
04-6357603
Address
1400 DISTRICT AVENUE · SUITE 100 · BURLINGTON, MA · 018035236
Phone
(781) 273-3939
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4G · Prepaid Legal
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
SCHULTHEIS & PANETTIERI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
35 rowsOther
35| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARY P. O'MALLEY | 04-6357603 | — | NONE | $274K | — |
| JOHN A. RICE JR. | 04-6357603 | — | NONE | $171K | — |
| ROBERT M. CASSESSO JR. | 04-6357603 | — | NONE | $137K | — |
| JENNIFER L. FEARNLEY | 04-6357603 | — | NONE | $128K | — |
| MICHAEL J. RILEY | 04-6357603 | — | NONE | $128K | — |
| ANDREA T. DUNN | 04-6357603 | — | NONE | $113K | — |
| MICHELLE ALPERS | 04-6357603 | — | NONE | $107K | — |
| MONICA A. PROIA | 04-6357603 | — | NONE | $89K | — |
| TAMMI L. CAMPBELL O'BRIEN | 04-6357603 | — | NONE | $88K | — |
| KELLY M. WALSH | 04-6357603 | — | NONE | $77K | — |
| LAW OFFICE OF PATRICK J. DEVINE | 02-0448499 | — | NONE | $66K | — |
| KARINA MACARIO | 04-6357603 | — | NONE | $57K | — |
| CMIT SOLUTIONS | 27-0903009 | — | NONE | $40K | — |
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | NONE | $32K | — |
| CORRENTE LAW CORP | 06-1484539 | — | NONE | $26K | — |
| CISSERO LAW | — | BOSTON, MA | NONE | $22K | — |
| FRICANO & WEBER PLLC | 88-3713820 | — | NONE | $19K | — |
| COMCAST | — | PHILADELPHIA, PA | NONE | $15K | — |
| MEKETA INVESTMENT GROUP, INC | 04-2659023 | — | NONE | $15K | — |
| 617 MEDIA GROUP | 90-1252805 | — | NONE | $14K | — |
| DONOVAN, O'CONNOR & DODIG, LLP | 04-2198966 | — | NONE | $13K | — |
| LAW OFFICES OF CHRISTINA T VASSALO | 93-3102248 | — | NONE | $13K | — |
| BRUNAULT, PROULX & MCGUINNESS | 20-8287354 | — | NONE | $12K | — |
| SANDRA BLOOMENTHAL | 43-3142997 | — | NONE | $9K | — |
| LAW OFFICES OF JULIE A. LYNCH, PC | 36-4753876 | — | NONE | $9K | — |
| CASEY RAYE KARABIN | — | NEW BEDFORD, MA | NONE | $9K | — |
| JOHN A RASMUSSEN, ATTORNEY | 04-2885442 | — | NONE | $8K | — |
| LIDER, FOGARTY & RIBEIRO, P.C. | — | FALL RIVER, MA | NONE | $8K | — |
| THOMAS J CHIROKAS, ATTORNEY | 26-3744442 | — | NONE | $8K | — |
| LAW OFFICES OF STEVEN M. DWYER | 03-9484982 | — | NONE | $7K | — |
| MICHAEL P GAGLIARDI | 04-6357603 | — | NONE | $7K | — |
| FAMILY LEGAL SERVICES, PC | 54-2127118 | — | NONE | $7K | — |
| LAW OFFICES OF ELIZABETH J. QUIGLEY | 04-2891030 | — | NONE | $6K | — |
| CABOT LEGAL SERVICES LLC | 81-5172808 | — | NONE | $6K | — |
| DEBRA OWEN STANLEY | — | CONCORD, NH | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
