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Original filing (PDF)20250925121241NAL0003524243001
TEAMSTERS UNION LOCAL 653 WELFARE FUND
Form 5500
FILING_RECEIVED
TEAMSTERS UNION LOCAL 653 WELFARE FUND
Health & welfare plan
Signals · 3
~370 bps in Sched C feesNo recordkeeper disclosed19 service providers
Active participants
1,145
Accounts w/ balance
—
Plan assets (EOY)
$66.4M
Net assets (EOY)
$66.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 370 bps in Schedule C fees — 2215% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS UNION LOCAL 653 WELFARE FUND.
Plan sponsor
Name
TEAMSTERS UNION LOCAL 653 WELFARE FUND
EIN
04-2149479
Address
4-B HAMPDEN DRIVE · SOUTH EASTON, MA · 023751158
Phone
(800) 208-9395
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TRUSTEES OF TEAMSTERS LOCAL 653 WELFARE FUND
EIN
04-2149479
City
SOUTH EASTON, MA
Phone
(800) 208-9395
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
MANZI & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 04-1045815 | — | NONE | $821K | — |
| REGAN ASSOCIATES | 04-3426534 | — | NONE | $415K | — |
| MORGAN STANLEY | 26-4310632 | — | NONE | $412K | — |
| D. REYES | 04-2149479 | — | EMPLOYEE | $106K | — |
| DELTA DENTAL | 04-6143185 | — | NONE | $89K | — |
| FEINBERG, DUMONT & BRENNAN | 04-2738936 | — | NONE | $88K | — |
| 4A HAMPDEN TRUST | 04-3552834 | — | NONE | $71K | — |
| CAROLINE MAILLOUX | 04-2149479 | — | EMPLOYEE | $63K | — |
| MARCIE LEE | 04-2149479 | — | EMPLOYEE | $63K | — |
| MANZI & ASSOCIATES LLC | 04-3508036 | — | NONE | $61K | — |
| OPTUM RX | 02-6015031 | — | NONE | $52K | — |
| WILLIS OF MASSACHUSETTS INC | 04-2392279 | — | NONE | $48K | — |
| K. ARAUJO | 04-2149479 | — | EMPLOYEE | $42K | — |
| T. BAILOW | 04-2149479 | — | EMPLOYEE | $41K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | 52-1796478 | MAPLE SHADE, NJ | NONE | $29K | — |
| COLEMAN STAFFING SOLUTIONS, INC. | — | HUDSON, MA | — | $22K | — |
| BLUE HARBOR TECHNOLOGY | — | BRIDGEWATER, MA | NONE | $22K | — |
| POLSINELLI PC | 43-1064260 | — | NONE | $11K | — |
| DAVIS VISION | 11-3051991 | — | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.