SRBTF Documents Archive

Audit Records including OPEB Valuations, SRBTF Monthly Statements & Governing Documents

The SRBTF provides access to the following documents, including audit reports, to all members of the public and participating municipal entities under the requirements of M.G.L. c32A §24A section (h).

OPEB Liability Audit Reports

Please see the MA Comptroller's website for these records.

PRIM Records

PRIM Board Records, Including Annual Reports and Audits.

PRIM Board Operating Trust Agreement (09/22/1998).

PRIM Investment Services Agreement (12/09/2014). Amendment (01/01/2022).

PRIM Administrative Services Agreement (12/09/2014).

Massachusetts Comprehensive Annual Financial Reports

Please see the MA Comptroller's website for these records

Performance Reports

 PRIM Performance Presentation (Provided at the Mar 2024 Board meeting) 

SRBTF Governing Documents

SRBTF By-Laws (08/02/2018)

SRBTF Operating Trust (12/01/2016) 

SRBTF Policies and Procedures (amended 12/03/2020)

Enabling Statutes

M.G.L. c32A §24:  State Retiree Benefits Trust Fund

M.G.L. c32A §24A:  State Retiree Benefits Trust Fund Board of Trustees

M.G.L. c.32B §20:  Other Post-Employment Benefits Liability Trust

Current Participants

List as of 12/07/2023