401k Plan data: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN plan

MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 401k Plan overview

Plan Name	MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN
Plan identification number	333

MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Unknown benefit code

401k Sponsoring company profile

COMMONWEALTH OF MASSACHUSETTS OFFICE OF THE TREASURER & RECEIVER GENER has sponsored the creation of one or more 401k plans.

Company Name: COMMONWEALTH OF MASSACHUSETTS OFFICE OF THE TREASURER & RECEIVER GENER

Employer identification number (EIN): 046002284

NAIC Classification: 921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01 JOANNE PAGLIARO 2019-10-15

Plan Statistics for MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN

401k plan membership statisitcs for MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN

Measure Date Value
2022: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,237
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,424
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 142
Total of all active and inactive participants 2022-01-01 1,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 1,575
Number of participants with account balances 2022-01-01 1,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,207
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 718
Number of retired or separated participants receiving benefits 2021-01-01 258
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 977
Number of participants with account balances 2021-01-01 917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 923
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 85
Total of all active and inactive participants 2020-01-01 1,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,010
Number of participants with account balances 2020-01-01 571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 421
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 54
Total of all active and inactive participants 2019-01-01 477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 477
Number of participants with account balances 2019-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,237
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,424
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	142
Total of all active and inactive participants	2022-01-01	1,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	1,575
Number of participants with account balances	2022-01-01	1,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,207
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	718
Number of retired or separated participants receiving benefits	2021-01-01	258
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	977
Number of participants with account balances	2021-01-01	917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	923
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	85
Total of all active and inactive participants	2020-01-01	1,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,010
Number of participants with account balances	2020-01-01	571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	421
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	54
Total of all active and inactive participants	2019-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	477
Number of participants with account balances	2019-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN

Measure	Date	Value
2022 : MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$606,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$4,580,087
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$824,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$785,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,327,943
Value of total assets at end of year	2022-12-31	$18,935,965
Value of total assets at beginning of year	2022-12-31	$14,574,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,705
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,473,564
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$930,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$9,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$3,755,180
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,935,965
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,574,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$13,586
Value of interest in common/collective trusts at end of year	2022-12-31	$18,935,965
Value of interest in common/collective trusts at beginning of year	2022-12-31	$14,574,040
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,747,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,923,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$775,274
Contract administrator fees	2022-12-31	$26,119
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$138,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,722,494
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$654,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$627,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,172,945
Value of total assets at end of year	2021-12-31	$14,574,040
Value of total assets at beginning of year	2021-12-31	$8,367,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,524
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,128,117
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$702,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,068,293
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,574,040
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,367,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$8,187
Value of interest in common/collective trusts at end of year	2021-12-31	$14,574,040
Value of interest in common/collective trusts at beginning of year	2021-12-31	$8,367,536
Net investment gain or loss from common/collective trusts	2021-12-31	$1,549,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,342,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$627,677
Contract administrator fees	2021-12-31	$18,337
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,128,153
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$229,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$213,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,135,866
Value of total assets at end of year	2020-12-31	$8,367,536
Value of total assets at beginning of year	2020-12-31	$4,468,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,978
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,880,748
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$449,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,899,024
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,367,536
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,468,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,548
Value of interest in common/collective trusts at end of year	2020-12-31	$8,367,536
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,468,512
Net investment gain or loss from common/collective trusts	2020-12-31	$992,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$805,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$213,151
Contract administrator fees	2020-12-31	$12,430
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$46,002
Total transfer of assets from this plan	2019-12-31	$46,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,710,187
Total income from all sources (including contributions)	2019-12-31	$2,710,187
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$138,374
Total of all expenses incurred	2019-12-31	$138,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,211,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,211,239
Value of total assets at end of year	2019-12-31	$4,468,512
Value of total assets at end of year	2019-12-31	$4,468,512
Value of total assets at beginning of year	2019-12-31	$1,942,701
Value of total assets at beginning of year	2019-12-31	$1,942,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$9,199
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,048,729
Contributions received from participants	2019-12-31	$1,048,729
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$690,781
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$690,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,571,813
Value of net income/loss	2019-12-31	$2,571,813
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,468,512
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,468,512
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,942,701
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,942,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$1,519
Investment advisory and management fees	2019-12-31	$1,519
Value of interest in common/collective trusts at end of year	2019-12-31	$4,468,512
Value of interest in common/collective trusts at end of year	2019-12-31	$4,468,512
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,942,701
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,942,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$498,948
Net investment gain or loss from common/collective trusts	2019-12-31	$498,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$471,729
Contributions received in cash from employer	2019-12-31	$471,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,175
Contract administrator fees	2019-12-31	$7,680
Contract administrator fees	2019-12-31	$7,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749

Form 5500 Responses for MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN

2022: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MASSACHUSETTS DEFINED CONTRIBUTION CORE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMMONWEALTH OF MASSACHUSETTS OFFICE OF THE TREASURER & RECEIVER GENER
Employer identification number (EIN):	046002284
NAIC Classification:	921000