2023 Form 5500 filing — Teamsters Union 25 Health Services & Insurance Pla
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 20250401171554NAL0004536867001) for Teamsters Union 25 Health Services & Insurance Pla, reported by Teamsters Union Local 25 Health Services & Insurance Plan under EIN 04-6374631 and plan number 501. It reports 7,885 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401171554NAL0004536867001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Teamsters Union Local 25 Health Services & Insurance Plan
- EIN
- 04-6374631
- Plan number
- 501
- Location
- Charlestown, MA
- Participants
- 7,885
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $410,298,187
- Total liabilities (EOY)
- $8,674,109
- Net assets (EOY)
- $401,624,078
- Employer contributions
- $170,556,871
- Participant contributions
- $6,268,731
- Total income / additions
- $225,461,642
- Benefits paid
- $164,887,349
- Administrative expenses
- $4,759,438
- Total expenses
- $169,646,787
- Net increase / (decrease)
- $55,814,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Harris Bank Na | NONE | $320,513 | $0 |
| Blue Cross Blue Shield Of Mass. | NONE | $274,064 | not reported in the loaded dataset |
| Maria Gnerre | EMPLOYEE | $267,056 | not reported in the loaded dataset |
| Laurie Murphy | EMPLOYEE | $227,137 | not reported in the loaded dataset |
| Anissa Derrouche | EMPLOYEE | $225,406 | not reported in the loaded dataset |
| Mark Antidormi | EMPLOYEE | $224,979 | not reported in the loaded dataset |
| Joanne C Schultz | EMPLOYEE | $219,244 | not reported in the loaded dataset |
| Michael Katz | EMPLOYEE | $205,163 | not reported in the loaded dataset |
| Azita Negahban | EMPLOYEE | $203,308 | not reported in the loaded dataset |
| Laurence Libby | EMPLOYEE | $201,631 | not reported in the loaded dataset |
| Brenda Parsons | EMPLOYEE | $196,990 | not reported in the loaded dataset |
| Lilia Gavrilov | EMPLOYEE | $192,297 | not reported in the loaded dataset |
| Scott Colameta | EMPLOYEE | $186,485 | not reported in the loaded dataset |
| Manjula Ramana | EMPLOYEE | $184,303 | not reported in the loaded dataset |
| Elena Jordache | EMPLOYEE | $183,285 | not reported in the loaded dataset |
| Leslie Russell | EMPLOYEE | $179,550 | not reported in the loaded dataset |
| Eleanor Perry | EMPLOYEE | $178,505 | not reported in the loaded dataset |
| Mark Staniul | EMPLOYEE | $177,000 | not reported in the loaded dataset |
| Davide Licata | EMPLOYEE | $176,036 | not reported in the loaded dataset |
| Thomas Vitiello | EMPLOYEE | $175,958 | not reported in the loaded dataset |
| Sea Change Systems, Inc. | NONE | $172,570 | not reported in the loaded dataset |
| Emily Ye | EMPLOYEE | $171,295 | not reported in the loaded dataset |
| Kristen Sullivan | EMPLOYEE | $157,070 | not reported in the loaded dataset |
| Gabriella Walling | EMPLOYEE | $156,987 | not reported in the loaded dataset |
| Peter Dibona | EMPLOYEE | $154,537 | not reported in the loaded dataset |
| Jessica Davis | EMPLOYEE | $150,513 | not reported in the loaded dataset |
| Sherry Harvey | EMPLOYEE | $146,613 | not reported in the loaded dataset |
| Michelle Regan | EMPLOYEE | $142,223 | not reported in the loaded dataset |
| Alina Mcateer | EMPLOYEE | $142,126 | not reported in the loaded dataset |
| Kelly Glynn | EMPLOYEE | $136,115 | not reported in the loaded dataset |
| Lauren Murphy | EMPLOYEE | $133,308 | not reported in the loaded dataset |
| Derek O'Brien | EMPLOYEE | $132,682 | not reported in the loaded dataset |
| Manzi & Associates LLC | NONE | $122,110 | not reported in the loaded dataset |
| Jennifer Callaghan | EMPLOYEE | $119,275 | not reported in the loaded dataset |
| Express Scripts/ Medco | NONE | $118,502 | not reported in the loaded dataset |
| Amanda Gosselin | EMPLOYEE | $117,950 | not reported in the loaded dataset |
| Carolyn Blanchette | EMPLOYEE | $117,781 | not reported in the loaded dataset |
| Emerald Green Building Service LLC | NONE | $117,677 | not reported in the loaded dataset |
| Lisa Buchanan | EMPLOYEE | $116,259 | not reported in the loaded dataset |
| Laura Horgan | EMPLOYEE | $114,576 | not reported in the loaded dataset |
| Jeannemarie Bergin | EMPLOYEE | $114,168 | not reported in the loaded dataset |
| Suzanne Devoe | EMPLOYEE | $113,101 | not reported in the loaded dataset |
| Sierra Investment Partners | NONE | $113,034 | not reported in the loaded dataset |
| Sarah Ferreira | EMPLOYEE | $112,759 | not reported in the loaded dataset |
| Brooke Rego | EMPLOYEE | $109,621 | not reported in the loaded dataset |
| Margaret Lillis | EMPLOYEE | $109,012 | not reported in the loaded dataset |
| Amy Miller | EMPLOYEE | $108,758 | not reported in the loaded dataset |
| Melinda Herman | EMPLOYEE | $108,665 | not reported in the loaded dataset |
| Heather Pavao | EMPLOYEE | $108,421 | not reported in the loaded dataset |
| Darlene M Smith | EMPLOYEE | $107,132 | not reported in the loaded dataset |
| Stephanie Connolly | EMPLOYEE | $107,086 | not reported in the loaded dataset |
| Louna Mahotiere | EMPLOYEE | $107,019 | not reported in the loaded dataset |
| Giovanni Quintal | EMPLOYEE | $106,567 | not reported in the loaded dataset |
| Guery Francisco | EMPLOYEE | $105,871 | not reported in the loaded dataset |
| Darcy Rounds | EMPLOYEE | $105,382 | not reported in the loaded dataset |
| Stephanie Tetrault | EMPLOYEE | $104,871 | not reported in the loaded dataset |
| Feinberg, Dumont, & Brennan | NONE | $104,859 | not reported in the loaded dataset |
| Carolyn Regan | EMPLOYEE | $101,681 | not reported in the loaded dataset |
| Lily Lafauci | EMPLOYEE | $101,348 | not reported in the loaded dataset |
| Toni Bransfield | EMPLOYEE | $99,963 | not reported in the loaded dataset |
| Sydney Caffarella | EMPLOYEE | $95,656 | not reported in the loaded dataset |
| James S. Sidel, Md | NONE | $92,627 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $90,633 | not reported in the loaded dataset |
| Gw&K Investment Management LLC | NONE | $80,866 | not reported in the loaded dataset |
| Abs Investment Manager, LLC | NONE | $0 | $79,776 |
| Erin Hogan | EMPLOYEE | $79,570 | not reported in the loaded dataset |
| Rachel Martowska | EMPLOYEE | $78,675 | not reported in the loaded dataset |
| Loomis Sayles & Company, L.P. | NONE | $71,104 | $0 |
| Meketa Investment Group, Inc. | NONE | $61,250 | not reported in the loaded dataset |
| Potter'S Printing Inc | NONE | $61,034 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $57,700 | not reported in the loaded dataset |
| Cogent Communication | NONE | $52,938 | not reported in the loaded dataset |
| Karen Naymie | EMPLOYEE | $52,317 | not reported in the loaded dataset |
| Aberdeen Asset Management Inc. | NONE | $45,190 | not reported in the loaded dataset |
| Jennifer Ng | EMPLOYEE | $44,593 | not reported in the loaded dataset |
| Crescent Senior Secured Floating Fd | NONE | $0 | $41,286 |
| Davis Vision | NONE | $38,573 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $31,993 | $0 |
| Emma Mari | EMPLOYEE | $31,695 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $30,049 | not reported in the loaded dataset |
| Limbach Company LLC | NONE | $27,035 | not reported in the loaded dataset |
| Sonet Electrical Systems Inc | NONE | $13,444 | not reported in the loaded dataset |
| American Alarm And Communication, I | NONE | $6,781 | not reported in the loaded dataset |
| K-Four Systems, LLC | NONE | $6,484 | not reported in the loaded dataset |
| Aspen Environmental, LLC | NONE | $5,129 | not reported in the loaded dataset |