New England Teamsters Pension Fund — Form 5500 plan (New England Teamsters Pension Fund)
Plain-English plan 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, New England Teamsters Pension Fund is a benefit plan reported by New England Teamsters Pension Fund under EIN 04-6372430 and plan number 001. The latest loaded filing year is 2023. The filing reports 71,921 participants and $9,092,299,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Teamsters Pension Fund
- EIN
- 04-6372430
- Plan number
- 001
- Plan type
- 1
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 71,921
- End-of-year plan assets
- $9,092,299,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71,921 | H, C | 20250721121510NAL0001609440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,092,299,586
- Total liabilities (EOY)
- $35,818,001
- Net assets (EOY)
- $9,056,481,585
- Net assets (BOY)
- $3,337,383,626
Income & contributions
- Employer contributions
- $438,542,557
- Total contributions
- $438,542,557
- Total income / additions
- $6,488,704,956
Expenses & distributions
- Benefits paid
- $749,523,101
- Administrative expenses
- $20,083,896
- Total expenses
- $769,606,997
- Net increase / (decrease)
- $5,719,097,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | NONE | $980,000 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius | NONE | $954,482 | not reported in the loaded dataset | 2023 |
| Union Insurance Group | NONE | $790,716 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $570,278 | not reported in the loaded dataset | 2023 |
| Edward Groden | NONE | $490,728 | not reported in the loaded dataset | 2023 |
| Driehaus Capital Management | NONE | $371,426 | not reported in the loaded dataset | 2023 |
| Daniel Greene | NONE | $369,970 | not reported in the loaded dataset | 2023 |
| Feinberg, Dumont & Brennan | NONE | $349,636 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $311,300 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $282,902 | not reported in the loaded dataset | 2023 |
| Gamco | NONE | $241,126 | not reported in the loaded dataset | 2023 |
| Jeffrey Parkinson | NONE | $213,572 | not reported in the loaded dataset | 2023 |
| Darcangelo & Co.,Llp | NONE | $212,394 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $191,396 | $0 | 2023 |
| Heather Leclerc | NONE | $190,380 | not reported in the loaded dataset | 2023 |
| Sb Fernandes & Company | NONE | $165,793 | not reported in the loaded dataset | 2023 |
| Melanie Symond | NONE | $147,804 | not reported in the loaded dataset | 2023 |
| Matthew Casserly | NONE | $145,282 | not reported in the loaded dataset | 2023 |
| Eileen Savoia | NONE | $125,005 | not reported in the loaded dataset | 2023 |
| Sarah M. O'Brien | NONE | $124,938 | not reported in the loaded dataset | 2023 |
| Jesse Ross | NONE | $124,582 | not reported in the loaded dataset | 2023 |
| Tammy Leclerc | NONE | $123,310 | not reported in the loaded dataset | 2023 |
| Karen Doran | NONE | $122,585 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $115,735 | not reported in the loaded dataset | 2023 |
| Joanne Langone | NONE | $114,020 | not reported in the loaded dataset | 2023 |
| Anne Desrosiers | NONE | $113,473 | not reported in the loaded dataset | 2023 |
| Patricia Veneziano | NONE | $108,867 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Mgmt, LLC | NONE | $94,909 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $93,228 | not reported in the loaded dataset | 2023 |
| Kerrie Duffy | NONE | $92,551 | not reported in the loaded dataset | 2023 |
| Marie Figueroa | NONE | $89,527 | not reported in the loaded dataset | 2023 |
| Insight North America LLC | NONE | $80,357 | not reported in the loaded dataset | 2023 |
| Morgan Breen | NONE | $50,569 | not reported in the loaded dataset | 2023 |
| Connectivity Systems, Inc. | NONE | $48,615 | not reported in the loaded dataset | 2023 |
| Psp Services, LLC | NONE | $48,490 | not reported in the loaded dataset | 2023 |
| Donna Strandberg | NONE | $47,436 | not reported in the loaded dataset | 2023 |
| Pj Green, Inc. | NONE | $40,430 | not reported in the loaded dataset | 2023 |
| Collaborative Insurance Solutions | NONE | $39,780 | not reported in the loaded dataset | 2023 |
| Standard Modern Company | NONE | $36,020 | not reported in the loaded dataset | 2023 |
| Vintage | NONE | $32,218 | not reported in the loaded dataset | 2023 |
| Erin Hogan | NONE | $28,930 | not reported in the loaded dataset | 2023 |
| Bostonian Enterprises, Inc. | NONE | $24,300 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Bank, Inc | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Recent Communications, Inc | NONE | $20,575 | not reported in the loaded dataset | 2023 |
| Pension Benefit Info, LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Counter Measures Security | NONE | $17,125 | not reported in the loaded dataset | 2023 |
| Ibm Corporation | NONE | $16,292 | not reported in the loaded dataset | 2023 |
| Hanover Insurance Co. | NONE | $14,911 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $12,800 | not reported in the loaded dataset | 2023 |
| Alera Group, Inc. | NONE | $12,495 | not reported in the loaded dataset | 2023 |
| Liberty Mutual | NONE | $12,318 | not reported in the loaded dataset | 2023 |
| Mhc Software Holdings | NONE | $11,565 | not reported in the loaded dataset | 2023 |
| Rena Gyftopoulous Aia, Leed Ap | NONE | $11,020 | not reported in the loaded dataset | 2023 |
| Service Express LLC | NONE | $9,755 | not reported in the loaded dataset | 2023 |
| National Coordinating | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Pitney Bowes Inc | NONE | $8,584 | not reported in the loaded dataset | 2023 |
| Christopher Langan | NONE | $6,612 | not reported in the loaded dataset | 2023 |
| American Alarm | NONE | $5,169 | not reported in the loaded dataset | 2023 |
| De Lage Landen Financial Svc | NONE | $5,067 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Teamsters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Marquette Associates — Schedule C compensation
- Morgan, Lewis & Bockius — Schedule C compensation
- Union Insurance Group — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Edward Groden — Schedule C compensation
- Driehaus Capital Management — Schedule C compensation
- Daniel Greene — Schedule C compensation
- Feinberg, Dumont & Brennan — Schedule C compensation
- Cbiz — Schedule C compensation
- Boston Partners — Schedule C compensation
- Gamco — Schedule C compensation
- Jeffrey Parkinson — Schedule C compensation
- Darcangelo & Co.,Llp — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Heather Leclerc — Schedule C compensation
- Sb Fernandes & Company — Schedule C compensation
- Melanie Symond — Schedule C compensation
- Matthew Casserly — Schedule C compensation
- Eileen Savoia — Schedule C compensation
- Sarah M. O'Brien — Schedule C compensation
- Jesse Ross — Schedule C compensation
- Tammy Leclerc — Schedule C compensation
- Karen Doran — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Joanne Langone — Schedule C compensation
- Anne Desrosiers — Schedule C compensation
- Patricia Veneziano — Schedule C compensation
- Ziegler Capital Mgmt, LLC — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Kerrie Duffy — Schedule C compensation
- Marie Figueroa — Schedule C compensation
- Insight North America LLC — Schedule C compensation
- Morgan Breen — Schedule C compensation
- Connectivity Systems, Inc. — Schedule C compensation
- Psp Services, LLC — Schedule C compensation
- Donna Strandberg — Schedule C compensation
- Pj Green, Inc. — Schedule C compensation
- Collaborative Insurance Solutions — Schedule C compensation
- Standard Modern Company — Schedule C compensation
- Vintage — Schedule C compensation
- Erin Hogan — Schedule C compensation
- Bostonian Enterprises, Inc. — Schedule C compensation
- Pitney Bowes Bank, Inc — Schedule C compensation
- Recent Communications, Inc — Schedule C compensation
- Pension Benefit Info, LLC — Schedule C compensation
- Counter Measures Security — Schedule C compensation
- Ibm Corporation — Schedule C compensation
- Hanover Insurance Co. — Schedule C compensation
- Adp — Schedule C compensation
- Alera Group, Inc. — Schedule C compensation
- Liberty Mutual — Schedule C compensation
- Mhc Software Holdings — Schedule C compensation
- Rena Gyftopoulous Aia, Leed Ap — Schedule C compensation
- Service Express LLC — Schedule C compensation
- National Coordinating — Schedule C compensation
- Pitney Bowes Inc — Schedule C compensation
- Christopher Langan — Schedule C compensation
- American Alarm — Schedule C compensation
- De Lage Landen Financial Svc — Schedule C compensation