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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 rows
Other
35
NameEINLocationRelationDirect compIndirect comp
MARY P. O'MALLEY04-6357603NONE$274K
JOHN A. RICE JR.04-6357603NONE$171K
ROBERT M. CASSESSO JR.04-6357603NONE$137K
JENNIFER L. FEARNLEY04-6357603NONE$128K
MICHAEL J. RILEY04-6357603NONE$128K
ANDREA T. DUNN04-6357603NONE$113K
MICHELLE ALPERS04-6357603NONE$107K
MONICA A. PROIA04-6357603NONE$89K
TAMMI L. CAMPBELL O'BRIEN04-6357603NONE$88K
KELLY M. WALSH04-6357603NONE$77K
LAW OFFICE OF PATRICK J. DEVINE02-0448499NONE$66K
KARINA MACARIO04-6357603NONE$57K
CMIT SOLUTIONS27-0903009NONE$40K
SCHULTHEIS & PANETTIERI LLP13-1577780NONE$32K
CORRENTE LAW CORP06-1484539NONE$26K
CISSERO LAWBOSTON, MANONE$22K
FRICANO & WEBER PLLC88-3713820NONE$19K
COMCASTPHILADELPHIA, PANONE$15K
MEKETA INVESTMENT GROUP, INC04-2659023NONE$15K
617 MEDIA GROUP90-1252805NONE$14K
DONOVAN, O'CONNOR & DODIG, LLP04-2198966NONE$13K
LAW OFFICES OF CHRISTINA T VASSALO93-3102248NONE$13K
BRUNAULT, PROULX & MCGUINNESS20-8287354NONE$12K
SANDRA BLOOMENTHAL43-3142997NONE$9K
LAW OFFICES OF JULIE A. LYNCH, PC36-4753876NONE$9K
CASEY RAYE KARABINNEW BEDFORD, MANONE$9K
JOHN A RASMUSSEN, ATTORNEY04-2885442NONE$8K
LIDER, FOGARTY & RIBEIRO, P.C.FALL RIVER, MANONE$8K
THOMAS J CHIROKAS, ATTORNEY26-3744442NONE$8K
LAW OFFICES OF STEVEN M. DWYER03-9484982NONE$7K
MICHAEL P GAGLIARDI04-6357603NONE$7K
FAMILY LEGAL SERVICES, PC54-2127118NONE$7K
LAW OFFICES OF ELIZABETH J. QUIGLEY04-2891030NONE$6K
CABOT LEGAL SERVICES LLC81-5172808NONE$6K
DEBRA OWEN STANLEYCONCORD, NHNONE$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.