Original filing (PDF)20251009071737NAL0006614561001

TEAMSTERS LOCAL 237 WELFARE FUND

Name: TEAMSTERS LOCAL 237 WELFARE FUND — TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN, Form 5500 (2024)
Creator: TEAMSTERS LOCAL 237 WELFARE FUND

Form 5500

FILING_RECEIVED

TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

105

Accounts w/ balance

—

Plan assets (EOY)

$53.1M

Net assets (EOY)

$52.9M

How this plan invests

This plan

214 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

57 bps in Schedule C fees — 258% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL 237 WELFARE FUND.

Plan sponsor

Name

TEAMSTERS LOCAL 237 WELFARE FUND

EIN

13-2575626

Address

216 WEST 14TH STREET · NEW YORK, NY · 10011

Phone

(212) 924-7220

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

TRUSTEES OF THE TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN

EIN

88-8881323

City

NEW YORK, NY

Phone

(212) 924-7220

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

NOVAK FRANCELLA LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STACEY BRAUN	13-2889432	—	NONE	$100K	—
STEPTOE LLP	—	NEW YORK, NY	NONE	$61K	—
NOVAK FRANCELLA LLC	61-1436956	NEW YORK, NY	NONE	$44K	—
MESIROW	36-3194849	—	NONE	$35K	—
SENTINEL BENEFITS GROUP, LLC	20-5916766	—	NONE	$28K	—
NEPC LLC	—	BOSTON, MA	NONE	$25K	—
AMALGAMATED BANJ	13-4920330	—	NONE	$12K	—

Investments

212 direct securities· $51.9M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Nvidia Corporation	—	—	$397K	$2.3M	4.3%
Apple Inc	—	—	$249K	$2.2M	4.1%
U.S. Treasury Notes Note 11/15/27	—	—	$1.9M	$1.9M	3.6%
Microsoft Corp	—	—	$341K	$1.9M	3.6%
U.S. Treasury Notes Note 11/30/26	—	—	$1.8M	$1.8M	3.3%
Amazon.com Inc.	—	—	$650K	$1.5M	2.9%
Alphabet Inc.	—	—	$382K	$1.4M	2.7%
U.S. Treasury Notes Note 11/30/29	—	—	$1.3M	$1.3M	2.4%
U.S. Treasury Notes Note 08/31/29	—	—	$1.1M	$1.1M	2.1%
AppLovin Corporation	—	—	$156K	$1.0M	1.9%
Meta Platforms Inc	—	—	$418K	$995K	1.9%
U.S. Treasury Notes Note 11/15/34	—	—	$856K	$842K	1.6%
U.S. Treasury Notes Note 11/30/31	—	—	$850K	$832K	1.6%
JP Morgan 100% US Treasury Money Market MMA Demand Variable	—	—	$739K	$739K	1.4%
U.S. Treasury Notes Note 08/15/27	—	—	$721K	$711K	1.3%
Broadcom Inc	—	—	$150K	$649K	1.2%
Vertiv Holdings Co	—	—	$83K	$636K	1.2%
JPMorgan Chase & Co	—	—	$177K	$623K	1.2%
Eli Lilly & Co	—	—	$155K	$548K	1.0%
Arista Networks Inc.	—	—	$156K	$519K	1.0%
Quanta Services Inc	—	—	$166K	$506K	1.0%
Howmet Aerospace Inc	—	—	$160K	$503K	0.9%
Berkshire Hathaway Inc.	—	—	$155K	$501K	0.9%
ServiceNow Inc	—	—	$195K	$498K	0.9%
Exxon Mobil Corp	—	—	$379K	$495K	0.9%
Bank of America Corp	—	—	$268K	$453K	0.9%
Evercore Inc	—	—	$296K	$444K	0.8%
Wells Fargo & Co	—	—	$304K	$435K	0.8%
Mastercard Inc	—	—	$83K	$434K	0.8%
WellTower Inc	—	—	$327K	$416K	0.8%
American Express Co	—	—	$240K	$416K	0.8%
The Trade Desk Inc	—	—	$244K	$388K	0.7%
Costco Wholesale Corp	—	—	$85K	$385K	0.7%
Entergy Corporation	—	—	$258K	$379K	0.7%
BellRing Brands Inc.	—	—	$283K	$362K	0.7%
Itron Inc	—	—	$228K	$358K	0.7%
T-Mobile US Inc	—	—	$172K	$353K	0.7%
Arch Capital Group Limited	—	—	$244K	$351K	0.7%
TJX Companies Inc	—	—	$272K	$350K	0.7%
Marriott International Inc	—	—	$209K	$349K	0.7%
NASDAQ Inc	—	—	$244K	$348K	0.7%
Palo Alto Networks Inc	—	—	$198K	$346K	0.7%
Texas Roadhouse Inc	—	—	$160K	$343K	0.6%
Targa Resources Corp	—	—	$298K	$339K	0.6%
Travelers Companies Inc	—	—	$255K	$337K	0.6%
Marvell Technology Inc	—	—	$225K	$331K	0.6%
Leidos Holdings Inc	—	—	$247K	$331K	0.6%
Boston Scientific Corp	—	—	$260K	$330K	0.6%
Blackrock Inc	—	—	$176K	$328K	0.6%
Post Holdings Inc	—	—	$319K	$320K	0.6%
ConocoPhillips	—	—	$162K	$317K	0.6%
McKesson Corporation	—	—	$141K	$308K	0.6%
Liberty Media Corporation	—	—	$232K	$306K	0.6%
Autozone Inc	—	—	$216K	$304K	0.6%
WEC Energy Group	—	—	$264K	$301K	0.6%
Manhattan Associates Inc	—	—	$178K	$297K	0.6%
Micron Technology Inc	—	—	$248K	$295K	0.6%
Sharkninja Inc	—	—	$328K	$292K	0.6%
Danaher Corporation	—	—	$188K	$287K	0.5%
Colgate-Palmolive Co	—	—	$308K	$282K	0.5%
Procter & Gamble Co	—	—	$152K	$268K	0.5%
Vertex Pharmaceuticals Inc	—	—	$206K	$266K	0.5%
Eaton Corp PLC	—	—	$112K	$265K	0.5%
Coca Cola Co	—	—	$262K	$261K	0.5%
Lam Research Corp	—	—	$116K	$256K	0.5%
Ameren Corporation	—	—	$196K	$250K	0.5%
U.S. Treasury Bills NOTE 03/27/25 Variable	—	—	$248K	$248K	0.5%
GE Healthcare Technologies Inc	—	—	$240K	$235K	0.4%
Chart Industries Inc	—	—	$244K	$229K	0.4%
TKO Group Holdings Inc	—	—	$96K	$227K	0.4%
U.S. Treasury Notes Note 09/30/26	—	—	$230K	$227K	0.4%
Regeneron Pharmaceuticals	—	—	$212K	$221K	0.4%
Bristol Myers Squibb Co	—	—	$216K	$209K	0.4%
UnitedHealth Group Inc	—	—	$99K	$207K	0.4%
3M Company	—	—	$168K	$207K	0.4%
VICI Properties Inc	—	—	$236K	$204K	0.4%
Corcept Therapeutics Inc	—	—	$225K	$202K	0.4%
Onto Innovation Inc	—	—	$253K	$200K	0.4%
Teck Resources LTD	—	—	$218K	$199K	0.4%
Nucor Corporation	—	—	$113K	$198K	0.4%
The Home Depot Inc	—	—	$88K	$194K	0.4%
TG Therapeutics Inc	—	—	$209K	$187K	0.4%
Life Time Group Holdings Inc	—	—	$170K	$179K	0.3%
Linde PLC SHS	—	—	$156K	$167K	0.3%
Sarepta Therapeutics Inc	—	—	$177K	$167K	0.3%
Dreyfus Government Cash Management MMA Demand Variable %	—	—	$165K	$165K	0.3%
Metlife Inc	—	—	$129K	$164K	0.3%
Uber Technologies Inc	—	—	$92K	$157K	0.3%
Amgen Inc	—	—	$146K	$143K	0.3%
Fortive Corporation Bond 06/15/26	—	—	$137K	$142K	0.3%
Veralto Corp Bond 09/18/33	—	—	$142K	$140K	0.3%
Goldman Sachs Group Inc Bond 07/23/30 Variable	—	—	$140K	$139K	0.3%
Marsh McLennan Bond 11/15/31	—	—	$140K	$138K	0.3%
Verra Mobility Corp	—	—	$134K	$133K	0.3%
U.S. Bank Bond 07/23/30 Variable	—	—	$130K	$130K	0.2%
Hess Corporation Bond 04/01/27	—	—	$124K	$124K	0.2%
Bank America Corp Bond 09/15/29 Variable	—	—	$123K	$123K	0.2%
San Diego Gas & Electric Bond 03/15/32	—	—	$121K	$122K	0.2%
Encompass Health Corp	—	—	$128K	$120K	0.2%
Caterpillar Inc.	—	—	$118K	$120K	0.2%
Thermo Fisher Scientific Inc	—	—	$62K	$120K	0.2%
Wells Fargo & Co Bond 03/24/28 Variable	—	—	$115K	$116K	0.2%
Wisconsin Public Service Bond 12/01/29	—	—	$110K	$109K	0.2%
DraftKings Inc.	—	—	$125K	$108K	0.2%
Dycom Industries Inc	—	—	$112K	$104K	0.2%
New York Times Company	—	—	$109K	$104K	0.2%
American Express Bond 09/16/30	—	—	$101K	$102K	0.2%
Chase Issuance Trust Bond 09/16/30 %	—	—	$103K	$102K	0.2%
Waste Management Inc Bond 07/03/27	—	—	$101K	$101K	0.2%
Celsius Holdings Inc.	—	—	$142K	$100K	0.2%
Cummins Inc Bond 02/20/34	—	—	$100K	$100K	0.2%
Schlumberger Investment S.A. Bond 06/01/34	—	—	$100K	$98K	0.2%
Cedars-Sinal Medical Center Bond 08/15/31	—	—	$96K	$97K	0.2%
Extra Space Storage Bond 01/15/31	—	—	$91K	$93K	0.2%
Church & Dwight Bond 11/15/32	—	—	$96K	$93K	0.2%
Bank America Corp Bond 09/15/27 Variable	—	—	$93K	$92K	0.2%
Devon Energy Corp Bond 09/15/34	—	—	$93K	$90K	0.2%
JPMorgan Chase & Co Bond 06/01/34	—	—	$85K	$85K	0.2%
Deere & Company Inc	—	—	$27K	$85K	0.2%
Advanced Micro devices, Inc. Bond 06/01/32	—	—	$84K	$84K	0.2%
Howmet Aerospace Bond 01/15/29	—	—	$83K	$84K	0.2%
BP Capital Markets America inc. Bond 09/11/33	—	—	$83K	$82K	0.2%
Wells Fargo & Co Bond 04/22/28 Variable	—	—	$80K	$81K	0.2%
Meta Platform inc Bond 05/15/30	—	—	$81K	$81K	0.2%
Realty Income Corp Bond 01/13/26	—	—	$80K	$80K	0.2%
Philip Morris International Inc Bond 02/13/34	—	—	$80K	$79K	0.1%
The Estee Lauder Companies Inc. Bond 02/14/34	—	—	$80K	$79K	0.1%
Louisville Gas & Electric Bond 04/15/33	—	—	$77K	$76K	0.1%
Consumers Energy Bond 09/01/31	—	—	$75K	$76K	0.1%
Toronto Dominion Bank Bond 09/15/27	—	—	$73K	$75K	0.1%
Wells Fargo & Co Bond 10/23/34 Variable	—	—	$76K	$74K	0.1%
Royal Bank of Canada Bond 08/03/27	—	—	$75K	$74K	0.1%
Emory University Bond 09/01/30	—	—	$72K	$74K	0.1%
L3Harris Technologies Bond 01/15/27	—	—	$70K	$71K	0.1%
Duke Energy Bond 09/01/31	—	—	$66K	$69K	0.1%
Wabtec Corporation Bond 11/15/26	—	—	$67K	$68K	0.1%
Erp Operating Limited Bond 09/15/34	—	—	$70K	$66K	0.1%
Paccar Financial Bond 05/13/27	—	—	$65K	$66K	0.1%
Texas State Transn Bond 04/01/30	—	—	$66K	$66K	0.1%
CNH Industrial Bond 04/20/29	—	—	$64K	$65K	0.1%
Ryder System Inc Bond 09/01/29	—	—	$65K	$65K	0.1%
Republic Services inc Bond 11/15/34	—	—	$65K	$64K	0.1%
Diamondback Energy Inc Bond 04/18/34	—	—	$65K	$64K	0.1%
CSX Corporation Bond 03/15/29	—	—	$63K	$64K	0.1%
BP Capital Markets America inc. Bond 11/06/28	—	—	$62K	$64K	0.1%
Stryker Corporation Bond 09/11/29	—	—	$65K	$63K	0.1%
Electronic Arts Inc Bond 02/15/31	—	—	$61K	$62K	0.1%
JPMorgan Chase & Co Bond 10/23/29 Variable	—	—	$62K	$62K	0.1%
Mondelez International Bond 08/28/34	—	—	$65K	$62K	0.1%
State Street Corporation Bond 08/03/26	—	—	$60K	$61K	0.1%
Micron Technology Bond 01/15/31	—	—	$60K	$60K	0.1%
BP Capital Markets America inc. Bond 05/04/26	—	—	$58K	$59K	0.1%
Southern California Edison Company Bond 03/01/29	—	—	$68K	$58K	0.1%
Estee Lauder Co Bond 04/15/30	—	—	$57K	$58K	0.1%
Reinsurance Group of America Bond 09/15/33	—	—	$58K	$57K	0.1%
Verizon Master Trust Bond 04/22/30	—	—	$55K	$56K	0.1%
Philips 66 Company Bond 06/15/31	—	—	$57K	$55K	0.1%
Sutter Health Bond 08/15/33	—	—	$55K	$55K	0.1%
Morgan Stanley Bond 04/21/34 Variable	—	—	$53K	$54K	0.1%
Entergy Louisiana LLC Bond 09/15/34	—	—	$55K	$54K	0.1%
Accenture Capital Inc. Bond 10/04/29	—	—	$55K	$53K	0.1%
Connecticut Light & Power Company Bond 03/15/27	—	—	$52K	$53K	0.1%
Southern California Edison Company Bond 11/01/32	—	—	$53K	$52K	<0.1%
WF Card Issuance Trust, Class A(2024-1) Bond 02/15/29	—	—	$50K	$50K	<0.1%
Morgan Stanley Bond 04/20/29 Variable	—	—	$49K	$50K	<0.1%
Motorola Solutions Bond 04/15/29	—	—	$50K	$50K	<0.1%
JPMorgan Chase & Co Bond 07/22/30 Variable	—	—	$50K	$50K	<0.1%
John Deere Capital Corporation Bond 07/15/27	—	—	$50K	$50K	<0.1%
Mastercard Bond 05/09/34	—	—	$49K	$49K	<0.1%
Bat Capital Corp. Bond 08/02/33	—	—	$45K	$48K	<0.1%
Energy Transfer LP Bond 12/01/26	—	—	$45K	$46K	<0.1%
Ameren Corporation Bond 12/01/26	—	—	$45K	$46K	<0.1%
DTE Energy Bond 12/01/26	—	—	$45K	$45K	<0.1%
Stanford University Bond 06/01/27 %	—	—	$41K	$41K	<0.1%
Alabama Power Bond 11/15/33	—	—	$40K	$41K	<0.1%
Morgan Stanley Bond 04/18/30 Variable	—	—	$40K	$41K	<0.1%
Campbell Soup Company Bond 03/21/29	—	—	$40K	$40K	<0.1%
Capital One Multi Bond 07/15/30	—	—	$39K	$40K	<0.1%
Coca Cola Company Bond 05/13/34	—	—	$40K	$40K	<0.1%
State Street Corporation Bond 01/26/26 Variable	—	—	$40K	$40K	<0.1%
Lowe's Corporate Bond 09/08/25	—	—	$39K	$40K	<0.1%
ONEOK, Inc. Bond 10/15/29	—	—	$40K	$39K	<0.1%
Florida State Board Bond 07/01/27	—	—	$36K	$37K	<0.1%
American Express Company Bond 02/13/26	—	—	$35K	$35K	<0.1%
Eli Lilly & Co Bond 08/14/29	—	—	$35K	$34K	<0.1%
Duke Energy Florida Project Finance Bond 03/01/33	—	—	$30K	$30K	<0.1%
Fifth Third Auto Trust Bond 08/15/28	—	—	$30K	$30K	<0.1%
Canadian Imperial Bank of Commerce Bond 06/28/27	—	—	$30K	$30K	<0.1%
Broadcom Inc. Bond 11/15/31	—	—	$30K	$30K	<0.1%
United Technologies Corporation Bond 08/16/25	—	—	$29K	$30K	<0.1%
Unilever Capital Corporation Bond 08/12/27	—	—	$30K	$30K	<0.1%
General Motors Financial Company, Inc. Bond 10/06/29	—	—	$30K	$30K	<0.1%
Edwards Lifesciences Bond 06/15/28	—	—	$29K	$29K	<0.1%
Ameren Illinois Bond 09/01/32	—	—	$29K	$28K	<0.1%
Fifth Third Bank Bond 07/27/29 Variable	—	—	$25K	$26K	<0.1%
McKesson Corporation Bond 02/16/28	—	—	$25K	$24K	<0.1%
Uber Technologies Inc Bond 09/15/34	—	—	$25K	$24K	<0.1%
Goldman Sachs Group Inc Bond 04/25/30	—	—	$20K	$20K	<0.1%
OGE Energy Bond 05/15/29	—	—	$20K	$20K	<0.1%
Connecticut Light & Power Company Bond 01/01/29	—	—	$20K	$20K	<0.1%

Showing top 200 of 212 investments by value.