Teamsters Local 653 Welfare Fund
EIN 042149479 · 501(c)(9) · Public charity · South Easton, MA · recognized 1954
- Assets
- $69.7M
- Revenue
- $34.7M
- Expenses
- $34.9M
- Investment income
- $3.6M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Blue Cross Blue Shield | Claims admin | $820,786 |
| Regan Associates | Legalclaims fees | $414,822 |
| Morgan Stanley Smith Barney | Investment fees | $412,116 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Michael Epstein | Trustee | $0 | $0 |
| William Burke | Trustee | $0 | $0 |
| Michael Clark | Trustee | $0 | $0 |
| Ronald Dawber | Trustee | $0 | $0 |
| Michael Magato | Trustee | $0 | $0 |
| Bryan Voci | Trustee | $0 | $0 |