2025-03-03T08:39:30-06:00 2024-06-30 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-07-01 060711441 IBT LOCAL 145 HEALTH SERVICES INSURANCE PLAN IBTL 2033756088 2505 MAIN STREET 233 STRATFORD CT 06615 RENEE BOSSONE PLAN ADMINISTRATOR 2033756088 2025-03-03 1 1 JEANNIE MICKEL P01058630 9789751099 2023 2025-03-06 01:10:19Z RENEE BOSSONE 2505 MAIN STREET 233 STRATFORD CT 06615 17056885 0 X WWW.TEAMSTERS145.ORG X 1955 CT HEALTH AND WELFARE BENEFITS 4 4 27 0 0 0 0 0 5400793 5534996 66071 591595 6484 6338 5473348 6132929 0 0 5023003 4633002 161152 165035 0 0 0 894235 988947 6078390 5786984 -605042 345945 15157536 16148913 889526 629316 14268010 15519597 HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS/DEPENDENTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 1 27 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 1 0 X RENEE BOSSONE 2033756088 2505 MAIN STREET SUITE 233 STRATFORD CT 06615 X ITALO BONACCI TRUSTEE 10.00 X 0 0 0 DENNIS NOVAK TRUSTEE 10.00 X 0 0 0 SHEILA NEVINS TRUSTEE 10.00 X 0 0 0 KEVIN ATKINSON TRUSTEE 10.00 X 0 0 0 0 0 0 0 0 0 0 AETNA 15 FARMINGTON AVE HARTFORD CT 06156 ADMIN FEES FOR BENEFITS 139528 1 EMPLOYER CONTRIBUTIONS 900000 5529900 5529900 MEMBER CONTRIBUTIONS 900001 5096 5096 5534996 446130 446130 11069421 10923956 145465 145465 145465 SUBLET INCOME 900001 6338 6338 6338 6132929 5534996 0 597933 4633002 92802 34632 30035 7566 6720 51194 47392 118152 13976 23543 1866 2085 19715 STOP LOSS 684206 EQUIPMENT LEASE & MAINT 10325 BANK FEES 3476 DUES & SUBSCRIPTIONS 2940 3357 5786984 535351 799764 731460 630749 5455 906811 47167 48363 20257 18468 4262 1789 5368084 4186337 8249336 9402682 216421 172418 15157536 16148913 44271 47972 845255 581344 889526 629316 X 0 0 0 0 14268010 15519597 14268010 15519597 15157536 16148913 345945 905642 0 X X 0 1 X 1 0 20257 18468 1789 1789 SPDR S&P 500 ETF TRUST 3835118 F US TREASURY NOTE 996190 F US TREASURY NOTE 1000000 F US TREASURY NOTE 997250 F FIDELITY CONTRAFUND INC. 1001266 F ISHARES INTERMEDIATE GOV 1572858 F 9402682 BENEFITS CLAIMS PAYABLE 500028 RIGHT OF USE OPERATING LIAB-CURRENT 22039 RIGHT OF USE OPERATING LIAB-LONG TERM 59277 581344 X 6991179 905642 905642 6085537 47392 47392 6132929 5980053 0 5980053 47392 -240461 -193069 5786984 PART X, LINE 2: ACCOUNTING 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET CHANGE IN BENEFITS PAYABLE -240,461. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING FORM 990, PART VI, LINE 12B: THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY AS PRESCRIBED BY ERISA. FORM 990, PART VI, LINE 15A: BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 12 AS AN EMPLOYEE BENEFIT PLAN, THE ORGANIZATION IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF TRUSTEES REVIEWS JOB PERFORMANCE AND COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. IBT LOCAL 145 3272 MAIN STREET STRATFORD CT 06614 060610540 UNION CT 501(C)(5) 0 ENTENMANN'S 900 N RIVERVIEW DR TOTOWA NJ 07512 113519173 NJ 0 SB THOMAS 900 N RIVERVIEW DR TOTOWA NJ 07512 113519173 NJ 0 ASHCROFT 250 EAST MAIN STREET STRATFORD CT 06614 750813641 CT 0 TOWN OF WILTON 238 DANBURY ROAD WILTON CT 06897 066002133 CT 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0