STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TEAMSTERS UNION LOCAL 25 HEALTH SERVICES & INSURANCE PLAN: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS UNION LOCAL 25 HEALTH SERVICES & INSURANCE PLAN (EIN 04-2226511)
Tax period
2015-09-01 to 2016-08-31
Filed
2017-04-04
IRS object ID
201700949349300530
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-04T15:34:59-05:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042226511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Teamsters Union 25 Health Services &BusinessNameLine1Txt
Business Name Line2Insurance PlanBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone6172419220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 Sever StreetAddressLine1Txt
CityCharlestownCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSean O'BrienPersonNm
Person TitleUnion Trustee Co-ChairmanPersonTitleTxt
Phone6172419220PhoneNum
Signature2017-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouis Verzella CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2017-03-16PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSean O'BrienPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 Sever StreetAddressLine1Txt
CityCharlestownCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$169,238,641GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.teamsterscare.comWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe 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.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee66TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$126,111,684PYProgramServiceRevenueAmt
CY Program Service Revenue$134,462,238CYProgramServiceRevenueAmt
PY Investment Income$3,170,710PYInvestmentIncomeAmt
CY Investment Income$3,579,501CYInvestmentIncomeAmt
PY Other Revenue$558,585PYOtherRevenueAmt
CY Other Revenue$711,815CYOtherRevenueAmt
PY Total Revenue$129,840,979PYTotalRevenueAmt
CY Total Revenue$138,753,554CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$114,857,503PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$123,710,891CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,207,030PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,535,019CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,750,459PYOtherExpensesAmt
CY Other Expenses$1,735,360CYOtherExpensesAmt
PY Total Expenses$123,814,992PYTotalExpensesAmt
CY Total Expenses$132,981,270CYTotalExpensesAmt
PY Revenues Less Expenses$6,025,987PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,772,284CYRevenuesLessExpensesAmt
Total Assets BOY$145,282,740TotalAssetsBOYAmt
Total Assets EOY$156,352,816TotalAssetsEOYAmt
Total Liabilities BOY$825,590TotalLiabilitiesBOYAmt
Total Liabilities EOY$782,868TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$144,457,150NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$155,569,948NetAssetsOrFundBalancesEOYAmt
MissionThe 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPlan provides medical, hospital, dental, prescription, disability, mental health, audiology, wellness, and life and accidental death insurance benefits to eligible members and their dependents.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee66EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Carol A Blanchard DDSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172419220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 Sever StreetAddressLine1Txt
CityCharlestownCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02129ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Sean M O'Brien
Union Trustee, Co-Chairman2.0045.00Yes (X)$0$136,740$42,719
Mark A Harrington P
Union Trustee2.0045.00Yes (X)$0$129,323$42,683
John A Murphy
Union Trustee2.0045.00Yes (X)$0$126,656$42,719
Tom J Ventura
Employer Trustee, Co-Chair2.00Yes (X)$0$0$0
Thomas G Mari
Union Trustee2.0045.00Yes (X)$0$130,171$42,719
John D O'Reilly
Employer Trustee2.00Yes (X)$0$0$0
MICHAEL RICO
Employer Trustee2.00Yes (X)$0$0$0
JOEL BOONE
Employer Trustee2.00Yes (X)$0$0$0
STEVEN J SOUTH
Union Trustee2.0045.00Yes (X)$0$121,442$42,719
Carol A Blanchard DDS
Executive Director40.00$222,314$0$45,068Yes (X)
Marilyn E Altbush
Dental Director40.00$131,750$0$40,114Yes (X)
Mark C Antidormi
Pharmacy DIRECTOR40.00$139,530$0$45,068Yes (X)
TINA MARIE VALADES
DENTAL Manager40.00$135,827$0$43,570Yes (X)
Laurie Murphy
Dental Manager40.00$126,821$0$42,259Yes (X)
JOANNE SCHULTZ
DENTIST40.00$123,002$0$41,328Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$879,244TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$644,332TotReportableCompRltdOrgAmt
Total Other Compensation$470,966TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K14IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Delta Dental of Massachusetts
465 Medford StreetBostonMA02129Claims Administration$287,996
AM WINS BROKERAGE
PO BOX 60343CHAROTTENC28260INSURANCE SERVICES$157,107
Emerald Green Cleaning Services
246 Stage RoadCharlestownNH03603Cleaning Services$153,636
J & C MANAGMENT
PARLMONT PARK - BLDG 10NO BILLERICAMA01862PROPERTY MANAGEMENT$138,610
HENRY SCHEIN INC
PO BOX 371952PITTSBURGHPA15250DENTAL SUPPLIES$124,977
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Employer Contribution525100$125,265,036$125,265,036
Participant Contribution525100$6,906,407$6,906,407
Reimbursements and Co-Pays525100$2,290,795$2,290,795
FieldValueIRS element (for citing)
Total Program Service Revenue$134,462,238TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,693,108TotalRevenueColumnAmt
Exclusion$1,693,108ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$32,371,480SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$30,485,087SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,886,393SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,886,393TotalRevenueColumnAmt
Exclusion$1,886,393ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
participant repayment claims900099$509,528$509,528
Other Income900099$202,287$202,287
FieldValueIRS element (for citing)
Other Revenue Total$711,815OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$138,753,554TotalRevenueColumnAmt
Related Or Exempt Func Income$134,971,766RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,781,788ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$123,710,891TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$268,719TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,260,470TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,435,056TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,226,085TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$344,689TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$86,249TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$81,906TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$440,724TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$12,578TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$257,554TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$182,982TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$319,794TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,755TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$83,271TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$220,841TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEES MANDATED BY THE ACDesc
Total$36,706TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$132,981,270TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,995BOYAmt
EOY$8,986EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,630,629BOYAmt
EOY$11,421,168EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,067,317BOYAmt
EOY$12,064,861EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$82,865BOYAmt
EOY$85,919EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,404,191LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,977,641LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$382,542BOYAmt
EOY$426,550EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,246,251BOYAmt
EOY$26,121,721EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$95,228,210BOYAmt
EOY$104,845,609EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,634,931BOYAmt
EOY$1,378,002EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$145,282,740BOYAmt
EOY$156,352,816EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$526,790BOYAmt
EOY$456,203EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$298,800BOYAmt
EOY$326,665EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$825,590BOYAmt
EOY$782,868EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$144,457,150BOYAmt
EOY$155,569,948EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$144,457,150BOYAmt
EOY$155,569,948EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$145,282,740BOYAmt
EOY$156,352,816EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,772,284ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,340,514NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$77,900OtherCostOrOtherBasisAmt
Book Value$77,900BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,216,863OtherCostOrOtherBasisAmt
Depreciation$2,029,054DepreciationAmt
Book Value$187,809BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,809OtherCostOrOtherBasisAmt
Depreciation$37,809DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,071,619OtherCostOrOtherBasisAmt
Depreciation$910,778DepreciationAmt
Book Value$160,841BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$426,550TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE INVESTMENT TRUST$9,103,571F
COMMON COLLECTIVE TRUST FUNDS$85,333,107F
LIMITED PARTNERSHIP - HIGH YIELD BOND$4,741,367F
LIMITED PARTNERSHIP - SECURED FLOATING RATE LOAN FUND$5,667,564F
FieldValueIRS element (for citing)
Total Book Value Securities$104,845,609TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Due to broker$39,558
Deferred compensation$287,107
FieldValueIRS element (for citing)
Total Liability$326,665TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$143,653,344TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,340,514NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,340,514RevenueNotReportedAmt
Revenue Subtotal$138,312,830RevenueSubtotalAmt
Investment Expenses Not Incld$440,724InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$440,724RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$138,753,554TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$132,540,546TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$132,540,546ExpensesSubtotalAmt
Investment Expenses Not Incld2$440,724InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$440,724ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$132,981,270TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state, or local taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years, however this may differ depending upon the circumstances of the Plan.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Sean M O'Brien
Union Trustee, Co-Chairman$0$136,740$0$0$0$0$0$23,774$0$18,945$0$179,459$0$0
Mark A Harrington P
Union Trustee$0$129,323$0$0$0$0$0$23,774$0$18,909$0$172,006$0$0
John A Murphy
Union Trustee$0$126,656$0$0$0$0$0$23,774$0$18,945$0$169,375$0$0
Thomas G Mari
Union Trustee$0$130,171$0$0$0$0$0$23,774$0$18,945$0$172,890$0$0
STEVEN J SOUTH
Union Trustee$0$121,442$0$0$0$0$0$23,774$0$18,945$0$164,161$0$0
Carol A Blanchard DDS
Executive Director$222,314$0$0$0$0$0$23,613$0$21,455$0$267,382$0$0$0
Marilyn E Altbush
Dental Director$131,750$0$0$0$0$0$23,613$0$16,501$0$171,864$0$0$0
Mark C Antidormi
Pharmacy DIRECTOR$139,530$0$0$0$0$0$23,613$0$21,455$0$184,598$0$0$0
TINA MARIE VALADES
DENTAL Manager$135,827$0$0$0$0$0$23,613$0$19,957$0$179,397$0$0$0
Laurie Murphy
Dental Manager$126,821$0$0$0$0$0$23,135$0$19,124$0$169,080$0$0$0
JOANNE SCHULTZ
DENTIST$123,002$0$0$0$0$0$23,613$0$17,715$0$164,330$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The organization's auditor prepares the Form 990 and reviews it with management and the governing body's co-chair before it is signed by them.
Form 990, Part VI, Section B, line 12cCompliance with conflict of interest policy is monitored on an annual basis.
Form 990, Part VI, Section B, line 15Salary increases are granted on an across-the-board percentage basis for all employees, including the executive director and key employees. Increases are voted upon by the board of trustees and documented in the minutes to their meeting.
Form 990, Part VI, Section C, line 19Documents are made available upon request.
Form 990, Part XII, Line 2c:Teamsters Union 25 Health Services & Insurance Plan's Board of Trustees is responsible for overseeing the financial statement audit and selection of the independent auditor that performs the audit.
Form 990, Part V, Line 2a:Teamsters Union 25 Health Services & Insurance Plan also issues Forms W-2 for the disability benefit (third-party sick pay) offered by the plan.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
TEAMSTERS UNION LOCAL 25 AFFILIATED WITH IBT
544 MAIN STREETBOSTONMA02129041172100LABOR UNIONMA501(C)(5)0
U MASS BOSTON
100 Morrissey BlvdBOSTONMA02125046013152UNIVERSITYMA501(C)(3)0Line 2
CITY OF WOBURN
10 Common StreetWOBURNMA01801LOCAL GOVERNMENTMA0
NE Teamsters Pension Fund
1 Wall StreetBurlingtonMA01803046372430PENSION FUNDMA401(A)0
N E Teamsters Fed Credit Union
PO Box 1498 23 BroadwayArlingtonMA02175CREDIT UNIONMA501(C)(1)0
Teamsters Local 170 H&w Only
330 Southwest CutoffWorcesterMA01604042219623VEBAMA501(C)(9)0
CITY OF MEDFORD
85 GEORGE P HASSET DRMEDFORDMA02155LOCAL GOVERNMENTMA501(c)(9)0
Teamsters Local 170
330 Swest Cutoff Ste 201WorcesterMA01604041914280LABOR UNIONMA501(C)(5)0
City Of CambridgeWorkers
795 MASS AVECAMBRIDGEMA02139LOCAL GOVERNMENTMA0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (131 entries)

A B F Freight
Abc Moving Service Inc
Absolute I & D
Admiral Metal Service Center
Aggregate Industries
Air Express International
Alton Equipment Corp
American Movers & Installation
American Residuals & Talent
Aramark Uniform Services
Arlington Coal & Lumber
Arrow Paper Corporation
Arthur G Silk Inc
Atlantic Plant Maintenance
Beacon Sales Company
Bird Inc-Northeast Roofing Div
Bond Brothers
Boston Sand & Gravel CO Mdv
Boston Show Services
Brewer Petroleum Service Inc
C Carney Recycling Solutions
Capitol Waste Services Inc
Cappello Heavy Trans - Salem
Caps Inc
Cast & Crew Payroll
Causeway Moving And Storage
Charles Blouin Inc
Charles Gilman & Sons Inc
Coan Inc
Community Suffolk Inc
Corporate Communications
Costa Fruit & Produce CO
Cox Engineering CO
Crown Linen Service Inc
Darrigo Brothers CO Of Mass
Delaware North Company-Boston
Del-VA Construction Corp
Dhl Express (usa Inc)
Disilva Transport Inc
Dry Ice Corp
Dsm - Coating Resins Inc
Entertainment Partners
Fabiano Oil
Flush
Freeman Companies
Gioioso Brothers
Global Companies Llc - Revere
Global Experience Specialists
Global Montello Group Corp
Globe Newspaper CO
Harrington Air Systems Llc
Henry F Owens Inc
Hertz
Hilee Inc
Hop Energy Llc
Horizon Air Services Inc
Indiepay Llc
International Expo Services
J F White Contracting CO
Jack Cooper Transport CO Inc
Jet-A-Way
John Cerasuolo Company Inc
Joseph T Ryerson & Son Inc
Kraft Power Corporation
L & H Equipment Corp
Lafarge North America
Leahy CO Inc M W
Lindenmeyr Munroe
LM Heavy Civil Construction
M S Walker Inc
Manfi Leasing Supermarket Div
Marr Rigging Company
Marr Scaffolding Company
Maxum Expo Service Llc
McIFps Main Commericals Inc
Metropolitan Moving
Minuteman Leasing Company
Momentum Management Inc
M-O-N Landscaping
Muldoon Trucking
Mutual Produce Corporation
Mystic Island Trans - Drivers
Nasdi Llc
Nationwide Service Llc
Needham Oil & Air Llc
New England Foundation
New England Millwork
New Penn Motor Express Inc
Nexxt Show Llc
Nnebt-Reciprocal
Northeastern Petroleum Service
Norwal Corp
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
Pipeline Agreement Companies
Red Sky Studios
Renaissance Management Inc
Rohtstein Corp
S A F Sales Handling
S Strock & CO Inc
Safway Services Llc
Shaughnessy & Ahern Company
Shepard Exposition
Signature Flight Support
Skyline Northeast
Spry Moving
St Michael Cemetery
Steamship Authority
Stop & Shop Supermarket CO Inc
Structures Derek International
Sunrise Scavenger
Swank Construction Company Llc
Taylor Oil Northeast
Team Alternatives
United Parcel Service
Ups Cartage Services Inc
Veritiv Operating Company
W H Glancy And Sons Inc
W L French Excavating Corp
Waldo Brothers Company
Walsh Movers
Waltham Supply
White Skanska Kiewit JV
Willwork Inc
Xibit Solutions
Yrc Inc
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Teamsters Union Local 25 affiliated with IBT
K$57,504FMV
Teamsters Union Local 25 affiliated with IBT
P$6,620FMV