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Original filing (PDF)20250721121510NAL0001609440001
NEW ENGLAND TEAMSTERS PENSION FUND
Form 5500
FILING_RECEIVED
NEW ENGLAND TEAMSTERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed59 service providers
Active participants
21,577
Accounts w/ balance
—
Plan assets (EOY)
$9.1B
Net assets (EOY)
$9.1B
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 10 bps in Schedule C fees — 101% above peer band of 5 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 NEW ENGLAND TEAMSTERS PENSION FUND.
Plan sponsor
Name
NEW ENGLAND TEAMSTERS PENSION FUND
EIN
04-6372430
Address
1 WALL STREET · BURLINGTON, MA · 018034768
Phone
(781) 345-4400
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-21
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
59 rowsOther
59| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES | 36-3485298 | CHICAGO, IL | NONE | $980K | — |
| MORGAN, LEWIS & BOCKIUS | 23-0891050 | PHILADELPHIA, PA | NONE | $954K | — |
| UNION INSURANCE GROUP | 36-4226088 | CHICAGO, IL | NONE | $791K | — |
| STATE STREET GLOBAL ADVISORS | 13-1868136 | BOSTON, MA | NONE | $570K | — |
| EDWARD GRODEN | 04-6372430 | BURLINGTON, MA | NONE | $491K | — |
| DRIEHAUS CAPITAL MANAGEMENT | 20-3634295 | CHICAGO, IL | NONE | $371K | — |
| DANIEL GREENE | 04-6372430 | BURLINGTON, MA | NONE | $370K | — |
| FEINBERG, DUMONT & BRENNAN | 04-2738936 | BOSTON, MA | NONE | $350K | — |
| CBIZ | 31-1582098 | PHILADELPHIA, PA | NONE | $311K | — |
| BOSTON PARTNERS | 98-0202744 | NEW YORK, NY | NONE | $283K | — |
| GAMCO | 13-4044521 | RYE, NY | NONE | $241K | — |
| JEFFREY PARKINSON | 04-6372430 | BURLINGTON, MA | NONE | $214K | — |
| DARCANGELO & CO.,LLP | 13-2550103 | UTICA, NY | NONE | $212K | — |
| STATE STREET BANK & TRUST | 04-1867445 | QUINCY, MA | NONE | $191K | — |
| HEATHER LECLERC | 04-6372430 | BURLINGTON, MA | NONE | $190K | — |
| SB FERNANDES & COMPANY | 03-8445474 | RUTLAND, VT | NONE | $166K | — |
| MELANIE SYMOND | 04-6372430 | BURLINGTON, MA | NONE | $148K | — |
| MATTHEW CASSERLY | 04-6372430 | BURLINGTON, MA | NONE | $145K | — |
| EILEEN SAVOIA | 04-6372430 | BURLINGTON, MA | NONE | $125K | — |
| SARAH M. O'BRIEN | 04-6372430 | BURLINGTON, MA | NONE | $125K | — |
| JESSE ROSS | 04-6372430 | BURLINGTON, MA | NONE | $125K | — |
| TAMMY LECLERC | 04-6372430 | BURLINGTON, MA | NONE | $123K | — |
| KAREN DORAN | 04-6372430 | BURLINGTON, MA | NONE | $123K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | BALA CYNWYD, PA | NONE | $116K | — |
| JOANNE LANGONE | 04-6372430 | BURLINGTON, MA | NONE | $114K | — |
| ANNE DESROSIERS | 04-6372430 | BURLINGTON, MA | NONE | $113K | — |
| PATRICIA VENEZIANO | 04-6372430 | BURLINGTON, MA | NONE | $109K | — |
| ZIEGLER CAPITAL MGMT, LLC | 43-1273600 | CHICAGO, IL | NONE | $95K | — |
| GREAT LAKES ADVISORS | 36-3707782 | CHICAGO, IL | NONE | $93K | — |
| KERRIE DUFFY | 04-6372430 | BURLINGTON, MA | NONE | $93K | — |
| MARIE FIGUEROA | 04-6372430 | BURLINGTON, MA | NONE | $90K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | NEW YORK, NY | NONE | $80K | — |
| MORGAN BREEN | 04-6372430 | BURLINGTON, MA | NONE | $51K | — |
| CONNECTIVITY SYSTEMS, INC. | 23-2991794 | PHOENIXVILLE, PA | NONE | $49K | — |
| PSP SERVICES, LLC | 27-1424086 | HINGHAM, MA | NONE | $48K | — |
| DONNA STRANDBERG | 04-6372430 | BURLINGTON, MA | NONE | $47K | — |
| PJ GREEN, INC. | 16-1438577 | UTICA, NY | NONE | $40K | — |
| COLLABORATIVE INSURANCE SOLUTIONS | 81-1627336 | WESTWOOD, MA | NONE | $40K | — |
| STANDARD MODERN COMPANY | 04-2547371 | NEW BEDFORD, MA | NONE | $36K | — |
| VINTAGE | 04-3551065 | NORTH ATTLEBORO, MA | NONE | $32K | — |
| ERIN HOGAN | 04-6372430 | BURLINGTON, MA | NONE | $29K | — |
| BOSTONIAN ENTERPRISES, INC. | 47-2148884 | MEDFORD, MA | NONE | $24K | — |
| PITNEY BOWES BANK, INC | 84-1386389 | SALT LAKE CITY, UT | NONE | $24K | — |
| RECENT COMMUNICATIONS, INC | 23-3045608 | COLLEGEVILLE, PA | NONE | $21K | — |
| PENSION BENEFIT INFO, LLC | 82-2042737 | MINNEAPOLIS, MN | NONE | $20K | — |
| COUNTER MEASURES SECURITY | 82-2952890 | LIMERICK, PA | NONE | $17K | — |
| IBM CORPORATION | 36-4826312 | ARMONK, NY | NONE | $16K | — |
| HANOVER INSURANCE CO. | 04-3263626 | CHARLOTTE, NC | NONE | $15K | — |
| ADP | 13-3036745 | PHILADELPHIA, PA | NONE | $13K | — |
| ALERA GROUP, INC. | 81-4473358 | DARTMOUTH, MA | NONE | $12K | — |
| LIBERTY MUTUAL | 04-1543470 | NEW YORK, NY | NONE | $12K | — |
| MHC SOFTWARE HOLDINGS | 84-2954086 | BURNSVILLE, MN | NONE | $12K | — |
| RENA GYFTOPOULOUS AIA, LEED AP | 86-2273679 | SOUTH BOSTON, MA | NONE | $11K | — |
| SERVICE EXPRESS LLC | 38-3368786 | LANSING, MI | NONE | $10K | — |
| NATIONAL COORDINATING | 52-1041104 | N.W. WASHINGTON, DC | NONE | $9K | — |
| PITNEY BOWES INC | 06-0495050 | PITTSBURGH, PA | NONE | $9K | — |
| CHRISTOPHER LANGAN | 04-3672430 | BURLINGTON, MA | NONE | $7K | — |
| AMERICAN ALARM | 04-2485072 | ARLINGTON, MA | NONE | $5K | — |
| DE LAGE LANDEN FINANCIAL SVC | 38-1904500 | PHILADELPHIA, PA | NONE | $5K | — |
Investments
5 pooled funds· $216.2M(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MSCI ACWI EX USA NL FUND STATE STREET GLOBAL ADVISOR · EIN 90-0337987 / PN 159 | Common Collective Trust | $98.8M | 1.1% |
| EMERGING MARKETS SMALL-CAP FUND STATE STREET GLOBAL ADVISOR · EIN 26-6149812 / PN 001 | Common Collective Trust | $53.6M | 0.6% |
| ARISTOTLE SMALL-CAP EQUITY FUND ARISTOTLE CAPITAL BOSTON, LLC · EIN 81-4315797 / PN 003 | Common Collective Trust | $39.2M | 0.4% |
| BNY MELLON OPPORTUNISTIC FIXED INCO BNYM INSIGHT · EIN 25-6078093 / PN 339 | Common Collective Trust | $15.7M | 0.2% |
| AGGREGATE BOND INDEX NL FUND STATE STREET GLOBAL ADVISOR · EIN 04-0025081 / PN 070 | Common Collective Trust | $8.9M | <0.1% |