2023 Form 5500 filing — Local 25 New England Teamsters Savings And Investment Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015142251NAL0028747329001) for Local 25 New England Teamsters Savings And Investment Plan, reported by New England Teamsters Local Union No. 25(Sip) under EIN 04-3320357 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142251NAL0028747329001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New England Teamsters Local Union No. 25(Sip)
- EIN
- 04-3320357
- Plan number
- 001
- Location
- Charlestown, MA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,119,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,119,916
- Employer contributions
- $233,519
- Total income / additions
- $940,997
- Benefits paid
- $667,538
- Administrative expenses
- $50,572
- Total expenses
- $718,110
- Net increase / (decrease)
- $222,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | CONTRACT ADMIN | $27,046 | $0 |
| Global Retirement Partners | ADVISOR | $23,525 | not reported in the loaded dataset |