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← TEAMSTERS UNION LOCAL 25 HEALTH SERVICES & INSURANCE PLAN

Form 990 for tax year 2024

Filed by TEAMSTERS UNION LOCAL 25 HEALTH SERVICES & INSURANCE PLAN.

Totals

Total revenue
$209,626,691
Total expenses
$180,846,206
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$189,857,407
Investment income
$19,566,339
Other revenue
$202,945
Total assets, end of year
$452,546,257
Total liabilities, end of year
$3,259,587
Net assets or fund balances, end of year
$449,286,670
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTION

    total $175,275,888 · related or exempt $175,275,888

  • 2b · Program service revenue: REIMBURSEMENTS AND CO-PAYS

    total $9,068,944 · related or exempt $9,068,944

  • 2c · Program service revenue: PARTICIPANT CONTRIBUTION

    total $5,512,575 · related or exempt $5,512,575

  • 3 · Investment income

    total $6,974,191 · excluded $6,974,191

  • 7a · Gross sales of assets other than inventory

    securities $63,400,141

  • 7b · Less cost or other basis and sales expenses

    securities $50,807,993

  • 7c · Gain or loss

    securities $12,592,148

  • 7d · Net gain or loss

    total $12,592,148 · excluded $12,592,148

  • 11a · Other revenue: REPAYMENT OF CLAIMS

    total $163,251 · related or exempt $163,251

  • 11b · Other revenue: OTHER INCOME

    total $39,694 · excluded $39,694

  • 11e · Other revenue, total

    $202,945

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $168,959,054

  • 5 · Compensation of officers, directors and key employees

    total $275,714

  • 7 · Other salaries and wages

    total $5,197,638

  • 8 · Pension plan contributions

    total $1,310,653

  • 9 · Other employee benefits

    total $1,695,943

  • 10 · Payroll taxes

    total $452,577

  • 11b · Fees: legal

    total $141,409

  • 11c · Fees: accounting

    total $195,065

  • 11f · Fees: investment management

    total $796,447

  • 11g · Fees: other

    total $44,192

  • 13 · Office expenses

    total $177,668

  • 14 · Information technology

    total $287,213

  • 16 · Occupancy

    total $847,367

  • 19 · Conferences, conventions and meetings

    total $3,561

  • 22 · Depreciation, depletion and amortization

    total $159,165

  • 23 · Insurance

    total $256,184

  • 24a · Other expenses: FEES MANDATED BY THE AC

    total $46,356

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,336 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $37,011,850 · end of year $36,258,077

  • 4 · Accounts receivable

    beginning of year $18,012,786 · end of year $18,708,434

  • 9 · Prepaid expenses and deferred charges

    beginning of year $224,034 · end of year $237,350

  • 10a · Land, buildings and equipment: cost or other basis

    $2,800,367

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,883,352

  • 10c · Land, buildings and equipment, net

    beginning of year $1,051,737 · end of year $917,015

  • 11 · Investments: publicly traded securities

    beginning of year $144,735,205 · end of year $178,251,592

  • 12 · Investments: other securities

    beginning of year $204,562,283 · end of year $214,314,206

  • 14 · Intangible assets

    beginning of year $3,192,222 · end of year $2,779,652

  • 15 · Other assets

    beginning of year $1,505,734 · end of year $1,079,931

  • 17 · Accounts payable and accrued expenses

    beginning of year $308,423 · end of year $345,713

  • 25 · Other liabilities

    beginning of year $3,295,620 · end of year $2,913,874

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $406,694,144 · end of year $449,286,670

Mission and programs · 2024

Mission

THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, COUNSELING, WEEKLY DISABILITY, AND PRESCRIPTION DRUG BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES.

  • PLAN PROVIDES MEDICAL, HOSPITAL, DENTAL, PRESCRIPTION, DISABILITY, MENTAL HEALTH, AUDIOLOGY, WELLNESS, AND LIFE AND ACCIDENTAL DEATH INSURANCE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • Thomas G Mari

    UNION TRUSTEE, CO-CHAIRMAN

    Total calculated
    $255,063
    From this org
    $0
    From related orgs
    $199,109
    Other
    $55,954
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,109 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,690 related
    Nontaxable benefits
    $0 + $31,264 related
    Filer's total
    $0 + $255,063 related

  • Steven J South

    UNION TRUSTEE

    Total calculated
    $241,771
    From this org
    $0
    From related orgs
    $185,817
    Other
    $55,954
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,817 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,690 related
    Nontaxable benefits
    $0 + $31,264 related
    Filer's total
    $0 + $241,771 related

  • Andrew P Walsh

    UNION TRUSTEE (P)

    Total calculated
    $198,568
    From this org
    $0
    From related orgs
    $142,614
    Other
    $55,954
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,614 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,690 related
    Nontaxable benefits
    $0 + $31,264 related
    Filer's total
    $0 + $198,568 related

  • Joseph F Foti

    UNION TRUSTEE

    Total calculated
    $198,417
    From this org
    $0
    From related orgs
    $142,463
    Other
    $55,954
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,690 related
    Nontaxable benefits
    $0 + $31,264 related
    Filer's total
    $0 + $198,417 related

  • Jason Lopes

    UNION TRUSTEE

    Total calculated
    $198,319
    From this org
    $0
    From related orgs
    $142,365
    Other
    $55,954
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,365 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,690 related
    Nontaxable benefits
    $0 + $31,264 related
    Filer's total
    $0 + $198,319 related

  • Michael Shaughnessy

    EMPLOYER TRUSTEE, CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ed Devito

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Matthew Loughlin

    EMPLOYER TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    2

  • Jason Paradis

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John White

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Maria Gnerre

    EXECUTIVE DIRECTOR

    Total calculated
    $270,836
    From this org
    $214,998
    From related orgs
    $0
    Other
    $55,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,998
    Bonus
    $0
    Other
    $0
    Deferred
    $24,733
    Nontaxable benefits
    $31,105
    Filer's total
    $270,836

  • Mark C Antidormi

    PHARMACY DIRECTOR

    Total calculated
    $228,355
    From this org
    $172,517
    From related orgs
    $0
    Other
    $55,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,517
    Bonus
    $0
    Other
    $0
    Deferred
    $24,733
    Nontaxable benefits
    $31,105
    Filer's total
    $228,355

  • Laurie Murphy

    DENTAL DIRECTOR

    Total calculated
    $226,900
    From this org
    $173,907
    From related orgs
    $0
    Other
    $52,993
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,907
    Bonus
    $0
    Other
    $0
    Deferred
    $23,473
    Nontaxable benefits
    $29,520
    Filer's total
    $226,900

  • Anissa Derrouche

    DENTAL MANAGER

    Total calculated
    $226,077
    From this org
    $172,226
    From related orgs
    $0
    Other
    $53,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,226
    Bonus
    $0
    Other
    $0
    Deferred
    $23,853
    Nontaxable benefits
    $29,998
    Filer's total
    $226,077

  • Joanne Schultz

    DENTIST

    Total calculated
    $220,951
    From this org
    $165,113
    From related orgs
    $0
    Other
    $55,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,113
    Bonus
    $0
    Other
    $0
    Deferred
    $24,733
    Nontaxable benefits
    $31,105
    Filer's total
    $220,951

  • Azita Negahban

    DENTIST

    Total calculated
    $209,743
    From this org
    $153,905
    From related orgs
    $0
    Other
    $55,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,905
    Bonus
    $0
    Other
    $0
    Deferred
    $24,733
    Nontaxable benefits
    $31,105
    Filer's total
    $209,743

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • A B F FREIGHT

  • ABC MOVING SERVICE INC

  • ADMIRAL METAL SERVICE CENTER

  • AGGREGATE INDUSTRIES DBA AMRIZE

  • AIR EXPRESS INTERNATIONAL

  • ALTON EQUIPMENT CORP

  • AMERICAN MOVING & INSTALLATION

  • ARAMARK UNIFORM SERVICES

  • ARLINGTON COAL & LUMBER

  • ARROW PAPER CORPORATION

  • ARTHUR G SILK INC

  • ATLANTIC PLANT MAINTENANCE

  • BAYSIDE DISPOSAL OF HULL

  • BEACON SALES ACQUISITION INC

  • BIRD INCORPORATED DBA CERTAINTEED

  • BOSTON CARTING

  • BOSTON SAND & GRAVEL CO MDV

  • BOSTON TOWING & TRANSPORTATION CO

  • BRANDSAFWAY SERVICES LLC

  • BREWER PETROLEUM SERVICE INC

  • CAPITOL WASTE SERVICES INC

  • CAPS INC

  • CAST & CREW PAYROLL

  • CHARLES BLOUIN INC

  • CHARLES GILMAN & SONS INC

  • COAN INC

  • COMMUNITY SUFFOLK INC

  • CORPORATE COMMUNICATIONS

  • COSTA FRUIT & PRODUCE CO

  • COVESTRO LLC

  • COX ENGINEERING CO

  • CROWN LINEN SERVICE INC

  • DARRIGO BROTHERS CO OF MASS

  • DEL-VA CONSTRUCTION

  • DELAWARE NORTH COMPANY-BOSTON

  • DEMERS EXPOSITIONS SERVICES INC

  • DHL EXPRESS (USA INC)

  • DISILVA TRANSPORT INC

  • DRY ICE CORP

  • EMERALD GREEN BUILDING SERVICES

  • ENTERTAINMENT PARTNERS

  • FABIANO OIL

  • FLUSH

  • FREEMAN EXPOSITIONS LLC

  • GIOIOSO BROTHERS

  • GLOBAL COMPANIES LLC

  • GLOBAL EXPERIENCE SPECIALISTS

  • GREENSLATE LLC

  • HENRY F OWENS MOVERS

  • HERTZ CORPORATION

  • HOLCIM-NORTHEAST REGION DBA AMRIZE

  • HOP ENERGY LLC

  • HORIZON AIR SERVICES INC

  • INTERNATIONAL BROTHERHOOD

  • INTERRA INNOVATION

  • J F WHITE CONTRACTING CO

  • JC CANNISTRARO

  • JCALPRO INC (ART)

  • JOHN CERASUOLO COMPANY INC

  • KRAFT POWER CORPORATION

  • L & H EQUIPMENT CORP

  • LAFARGE NO AM DBA AMRIZE

  • LINDENMEYR MUNROE

  • M S WALKER INC

  • M-O-N LANDSCAPING

  • MANFI LEASING SUPERMARKET DIV

  • MARR RIGGING COMPANY

  • MARR SCAFFOLDING CO

  • MEDIA SERVICES

  • MKG PRODUCTIONS

  • MOMENTUM MANAGEMENT LLC

  • MULDOON TRUCKING

  • MUTUAL PRODUCE CORPORATION

  • MYSTIC ISLAND TRANS - DRIVERS

  • NEEDHAM OIL & AIR LLC

  • NEW ENGLAND FOUNDATION

  • NEXXTSHOW EXPOSITION SERVICES LLC

  • NORTHEAST MECHANICAL SERVICES

  • NTH DEGREE INC

  • OB HILL TRUCKING & RIGGING CO

  • P GIOIOSO & SONS INC

  • P J KEATING CO

  • P TAVILLA CO INC

  • PETER CONDAKES COMPANY INC

  • PETROLEUM HEAT & POWER

  • ROSEMARK PRODUCTION LLC

  • S A F SALES HANDLING

  • S STROCK & CO INC

  • SHAUGHNESSY & AHERN CO A DIVISION

  • SHEPARD EXPOSITION

  • SOMERVILLE HOUSING AUTHORITY

  • SPRY MOVING

  • ST MICHAEL CEMETERY

  • STEAMSHIP AUTHORITY

  • STOP & SHOP SUPERMARKET CO INC

  • STRUCTURES DEREK INTERNATIONAL

  • TAYLOR OIL NORTHEAST

  • U MASS BOSTON LIEUTENANTS

  • UG2

  • UNITED PARCEL SERVICE

  • UPS CARTAGE SERVICES INC

  • W H GLANCY AND SONS INC

  • W L FRENCH EXCAVATING CORP

  • WALSH MOVERS

  • WALTHAM SUPPLY & LUMBER

  • WILLWORK INC

  • WRAPBOOK

Provenance

Return type
form_990
Tax year
2024
Filed
1 April 2026
IRS schema version
2024v5.5
Source object
202600919349301525

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