Plan5500

Teamsters Local 25 Investment Plan — Form 5500 plan (Teamsters Local Union No. 25)

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, Teamsters Local 25 Investment Plan is a benefit plan reported by Teamsters Local Union No. 25 under EIN 26-3147388 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,291 participants and $73,303,485 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$73.3MPlan net assets, end of year$73,254,402
Participants1.3KCovered participants reported1,291
Assets / participant$56.8KComputed: assets ÷ participants$56,780 (computed)
Provider compensation$85.8K5 Schedule C provider row(s)$85,830
Plan sponsor
Teamsters Local Union No. 25
EIN
26-3147388
Plan number
001
Plan type
1
Location
Boston, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,291 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$73,303,485
Total liabilities (EOY)
$49,083
Net assets (EOY)
$73,254,402
Net assets (BOY)
$57,441,406

Income & contributions

Employer contributions
$5,466,325
Total contributions
$5,466,325
Total income / additions
$21,159,825

Expenses & distributions

Benefits paid
$5,210,416
Administrative expenses
$131,642
Total expenses
$5,346,829
Net increase / (decrease)
$15,812,996
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Teamsters Local 25 Health Serv Ins$30.2K
    NONE · Direct $30.2K
  2. 2
    Novak Francella LLC$22.7K
    NONE · Direct $22.7K
  3. 3
    Global Retirement Partners, LLC$12.1K
    NONE · Direct $12.1K
  4. 4
    The Angell Pension Group, Inc.$11.3K
    NONE · Direct $11.3K · Indirect $0
  5. 5
    Manzi & Associtates, LLC$9.6K
    NONE · Direct $9.6K

What to inspect next

Frequently asked questions

Who sponsors the Teamsters Local 25 Investment Plan?
Teamsters Local 25 Investment Plan is reported as sponsored by Teamsters Local Union No. 25 (EIN 26-3147388, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Teamsters Local 25 Investment Plan?
The latest Form 5500 filing year loaded for Teamsters Local 25 Investment Plan is 2023.
How many participants does Teamsters Local 25 Investment Plan report?
Teamsters Local 25 Investment Plan reports 1,291 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Teamsters Local 25 Investment Plan?
Teamsters Local 25 Investment Plan reports $73,303,485 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages