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Original filing (PDF)20250414090334NAL0002857952001
TEAMSTERS HEALTH SERVICE & INSURANCE PLAN OF LOCAL 404
Form 5500
FILING_RECEIVED
TEAMSTERS HEALTH SERVICES & INSURANCE PLAN LOCAL 404
Health & welfare plan
Signals · 2
No recordkeeper disclosed20 service providers
Active participants
627
Accounts w/ balance
—
Plan assets (EOY)
$188.8M
Net assets (EOY)
$187.4M
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
- 56 bps in Schedule C fees — 462% above peer band of 10 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 HEALTH SERVICE & INSURANCE PLAN OF LOCAL 404.
Plan sponsor
Name
TEAMSTERS HEALTH SERVICE & INSURANCE PLAN OF LOCAL 404
EIN
04-2589472
Address
115 PROGRESS AVENUE · SPRINGFIELD, MA · 01104
Phone
(413) 733-2191
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TEAMSTERS HEALTH SERVICE & INSURANCE PLAN OF LOCAL 404
EIN
04-2589472
City
SPRINGFIELD, MA
Phone
(413) 733-2191
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
S.M. ESPOSITO & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
20 rowsTrustee
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARRY KEEFE | 04-2589472 | — | EMPLOYER TRUSTEE | $15K | — |
| FRANK ROSSI | 04-2589472 | — | UNION TRUSTEE | $15K | — |
| ROBERT SULLIVAN | 04-2589472 | — | EMPLOYER TRUSTEE | $14K | — |
| BJ DONOVAN | 04-2589472 | — | UNION TRUSTEE | $6K | — |
Other
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI STATE JOINT FUND | 06-0850110 | — | AFFILIATED ORGANIZATION | $377K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 06-1475928 | — | NONE | $237K | — |
| FUND MANAGER | 04-2589472 | — | EMPLOYEE | $73K | — |
| CLAIMS PROCESSOR | 04-2589472 | — | EMPLOYEE | $50K | — |
| RAYMOND JAMES ASSOCIATES INC | 59-1237041 | — | NONE | $40K | — |
| MANNING & NAPIER ADVISORS, INC | 45-3240790 | FAIRPORT, NY | NONE | $39K | — |
| B. RILEY WEALTH MANAGEMENT | 27-0223495 | BOSTON, MA | NONE | $35K | — |
| HAMLIN CAPITAL MANAGEMENT LLC | 52-2344187 | NEW YORK, NY | NONE | $34K | — |
| VALENZ HEALTH | 52-1169362 | — | NONE | $33K | — |
| DHK FINANCIAL ADVISORS INC | 02-0464577 | — | NONE | $25K | — |
| UPRISE HEALTH | 35-1955872 | — | NONE | $24K | — |
| MILLER HOWARD INVESTMENTS INC | 14-1710657 | WOODSTOCK, NY | NONE | $19K | — |
| ALLEGIANT RX | 02-6015031 | MANCHESTER, NH | NONE | $12K | — |
| RHUMBLINE ADVISORS | 04-3076646 | BOSTON, MA | NONE | $8K | — |
| OPTUM RX | 33-0441200 | — | NONE | $6K | — |
| MPL LLC | 06-1537302 | — | NONE | $0 | — |
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.