2023 Form 5500 filing — Teamsters Local 25 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 20250701092952NAL0006936963001) for Teamsters Local 25 Investment Plan, reported by Teamsters Local Union No. 25 under EIN 26-3147388 and plan number 001. It reports 1,291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$73.3MReported net assets$73,254,402
Participants1.3K1,291
Provider compensation$85.8K5 Schedule C row(s)$85,830
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250701092952NAL0006936963001
Plan sponsor
Teamsters Local Union No. 25
EIN
26-3147388
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$73.3M total assets
Net assets$73.3MLiabilities$49.1K
Money in vs. money out
Total income / additions$21.2M
Total expenses$5.3M
Benefits paid / distributions$5.2M
Contributions
Employer$5.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$73,303,485
Total liabilities (EOY)
$49,083
Net assets (EOY)
$73,254,402
Employer contributions
$5,466,325
Total income / additions
$21,159,825
Benefits paid
$5,210,416
Administrative expenses
$131,642
Total expenses
$5,346,829
Net increase / (decrease)
$15,812,996
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $30.2K
  2. 2
    NONE · Direct $22.7K
  3. 3
    NONE · Direct $12.1K
  4. 4
    NONE · Direct $11.3K · Indirect $0
  5. 5
    NONE · Direct $9.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250701092952NAL0006936963001 cover?
It is the 2023 Form 5500 filing for Teamsters Local 25 Investment Plan, reported by Teamsters Local Union No. 25 (EIN 26-3147388).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages