2023 Form 5500 filing — New England Teamsters Pension Fund
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 20250721121510NAL0001609440001) for New England Teamsters Pension Fund, reported by New England Teamsters Pension Fund under EIN 04-6372430 and plan number 001. It reports 71,921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250721121510NAL0001609440001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- New England Teamsters Pension Fund
- EIN
- 04-6372430
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 71,921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,092,299,586
- Total liabilities (EOY)
- $35,818,001
- Net assets (EOY)
- $9,056,481,585
- Employer contributions
- $438,542,557
- Total income / additions
- $6,488,704,956
- Benefits paid
- $749,523,101
- Administrative expenses
- $20,083,896
- Total expenses
- $769,606,997
- Net increase / (decrease)
- $5,719,097,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $980,000 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius | NONE | $954,482 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $790,716 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $570,278 | not reported in the loaded dataset |
| Edward Groden | NONE | $490,728 | not reported in the loaded dataset |
| Driehaus Capital Management | NONE | $371,426 | not reported in the loaded dataset |
| Daniel Greene | NONE | $369,970 | not reported in the loaded dataset |
| Feinberg, Dumont & Brennan | NONE | $349,636 | not reported in the loaded dataset |
| Cbiz | NONE | $311,300 | not reported in the loaded dataset |
| Boston Partners | NONE | $282,902 | not reported in the loaded dataset |
| Gamco | NONE | $241,126 | not reported in the loaded dataset |
| Jeffrey Parkinson | NONE | $213,572 | not reported in the loaded dataset |
| Darcangelo & Co.,Llp | NONE | $212,394 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $191,396 | $0 |
| Heather Leclerc | NONE | $190,380 | not reported in the loaded dataset |
| Sb Fernandes & Company | NONE | $165,793 | not reported in the loaded dataset |
| Melanie Symond | NONE | $147,804 | not reported in the loaded dataset |
| Matthew Casserly | NONE | $145,282 | not reported in the loaded dataset |
| Eileen Savoia | NONE | $125,005 | not reported in the loaded dataset |
| Sarah M. O'Brien | NONE | $124,938 | not reported in the loaded dataset |
| Jesse Ross | NONE | $124,582 | not reported in the loaded dataset |
| Tammy Leclerc | NONE | $123,310 | not reported in the loaded dataset |
| Karen Doran | NONE | $122,585 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $115,735 | not reported in the loaded dataset |
| Joanne Langone | NONE | $114,020 | not reported in the loaded dataset |
| Anne Desrosiers | NONE | $113,473 | not reported in the loaded dataset |
| Patricia Veneziano | NONE | $108,867 | not reported in the loaded dataset |
| Ziegler Capital Mgmt, LLC | NONE | $94,909 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $93,228 | not reported in the loaded dataset |
| Kerrie Duffy | NONE | $92,551 | not reported in the loaded dataset |
| Marie Figueroa | NONE | $89,527 | not reported in the loaded dataset |
| Insight North America LLC | NONE | $80,357 | not reported in the loaded dataset |
| Morgan Breen | NONE | $50,569 | not reported in the loaded dataset |
| Connectivity Systems, Inc. | NONE | $48,615 | not reported in the loaded dataset |
| Psp Services, LLC | NONE | $48,490 | not reported in the loaded dataset |
| Donna Strandberg | NONE | $47,436 | not reported in the loaded dataset |
| Pj Green, Inc. | NONE | $40,430 | not reported in the loaded dataset |
| Collaborative Insurance Solutions | NONE | $39,780 | not reported in the loaded dataset |
| Standard Modern Company | NONE | $36,020 | not reported in the loaded dataset |
| Vintage | NONE | $32,218 | not reported in the loaded dataset |
| Erin Hogan | NONE | $28,930 | not reported in the loaded dataset |
| Bostonian Enterprises, Inc. | NONE | $24,300 | not reported in the loaded dataset |
| Pitney Bowes Bank, Inc | NONE | $24,000 | not reported in the loaded dataset |
| Recent Communications, Inc | NONE | $20,575 | not reported in the loaded dataset |
| Pension Benefit Info, LLC | NONE | $20,000 | not reported in the loaded dataset |
| Counter Measures Security | NONE | $17,125 | not reported in the loaded dataset |
| Ibm Corporation | NONE | $16,292 | not reported in the loaded dataset |
| Hanover Insurance Co. | NONE | $14,911 | not reported in the loaded dataset |
| Adp | NONE | $12,800 | not reported in the loaded dataset |
| Alera Group, Inc. | NONE | $12,495 | not reported in the loaded dataset |
| Liberty Mutual | NONE | $12,318 | not reported in the loaded dataset |
| Mhc Software Holdings | NONE | $11,565 | not reported in the loaded dataset |
| Rena Gyftopoulous Aia, Leed Ap | NONE | $11,020 | not reported in the loaded dataset |
| Service Express LLC | NONE | $9,755 | not reported in the loaded dataset |
| National Coordinating | NONE | $9,000 | not reported in the loaded dataset |
| Pitney Bowes Inc | NONE | $8,584 | not reported in the loaded dataset |
| Christopher Langan | NONE | $6,612 | not reported in the loaded dataset |
| American Alarm | NONE | $5,169 | not reported in the loaded dataset |
| De Lage Landen Financial Svc | NONE | $5,067 | not reported in the loaded dataset |