IBPAT DISTRICT COUNCIL NO II HEALTH FUND: Form 990, tax year 2022
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- Organization
- IBPAT DISTRICT COUNCIL NO II HEALTH FUND (EIN 06-0683942)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-10
- IRS object ID
- 202441019349301544
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T14:53:26-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060683942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IUPAT DISTRICT COUNCIL NO 11 HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IUPA | BusinessNameControlTxt |
| Phone | 2032697741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5817 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON WERTHMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032697741 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | WERTHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2024-04-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON WERTHMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5817 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,000,256 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,386,290 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,847,927 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,395,869 | PYInvestmentIncomeAmt |
| CY Investment Income | $750,117 | CYInvestmentIncomeAmt |
| PY Other Revenue | $347,168 | PYOtherRevenueAmt |
| CY Other Revenue | $1,158,266 | CYOtherRevenueAmt |
| PY Total Revenue | $16,129,327 | PYTotalRevenueAmt |
| CY Total Revenue | $17,756,310 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $15,205,540 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $15,284,282 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,342,151 | PYOtherExpensesAmt |
| CY Other Expenses | $1,368,034 | CYOtherExpensesAmt |
| PY Total Expenses | $16,547,691 | PYTotalExpensesAmt |
| CY Total Expenses | $16,652,316 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$418,364 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,103,994 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,523,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,885,458 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,671,835 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,605,230 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,852,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,280,228 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THIS FUND. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032697741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5817 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARK VERITY | ||||||
| TRUSTEE | 2.00 | 45.00 | Yes (X) | $0 | $152,400 | $67,846 |
| JUSTIN KELLEY | ||||||
| TRUSTEE | 2.00 | 45.00 | Yes (X) | $0 | $143,939 | $56,474 |
| JASON WERTHMAN | ||||||
| TRUSTEE/CO-CHAIR | 2.00 | 45.00 | Yes (X) | $0 | $201,539 | $70,414 |
| MALCOLM MACKENZIE | ||||||
| TRUSTEE/CO-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW F MELE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CARAMANICA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH FAZZINO | ||||||
| TRUSTEE | 2.00 | 45.00 | Yes (X) | $0 | $135,988 | $65,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $633,866 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $260,364 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | |||||
| 8 FAIRFIELD BLVD SUITE 105 | WALLINGFORD | CT | 06492 | THIRD PARTY ADMIN. | $457,172 |
| ANTHEM BCBS | |||||
| 108 LEIGUS RD | WALLINGFORD | CT | 06492 | PPO | $334,596 |
| ANCHOR CAPITAL ADVISORS LLC | |||||
| ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $214,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $15,125,932 | $15,125,932 |
| SELF-PAY CONTRIBUTIONS | 525100 | $721,995 | $721,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,847,927 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $897,678 | TotalRevenueColumnAmt |
| Exclusion | $897,678 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,096,385 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,243,946 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$147,561 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$147,561 | TotalRevenueColumnAmt |
| Exclusion | -$147,561 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| STOP LOSS REIMBURSEMENT | 525100 | $780,227 | $780,227 |
| PRESCRIPTION REBATE | 525100 | $378,039 | $378,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,158,266 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,756,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,006,193 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $750,117 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,284,282 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,300 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,154 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,781 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $904,492 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,301 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,389 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,713 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MEMBERSHIP DUES | $31,624 |
| DUES ASSESSMENT | $23,860 |
| PCORI FEE | $4,420 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,652,316 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,759,396 | BOYAmt |
| EOY | $3,398,005 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,127,934 | BOYAmt |
| EOY | $3,381,651 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,636,664 | BOYAmt |
| EOY | $33,105,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,523,994 | BOYAmt |
| EOY | $39,885,458 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,988 | BOYAmt |
| EOY | $87,983 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,335 | BOYAmt |
| EOY | $137,747 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,512 | BOYAmt |
| EOY | $2,379,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,835 | BOYAmt |
| EOY | $2,605,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,852,159 | BOYAmt |
| EOY | $37,280,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,852,159 | BOYAmt |
| EOY | $37,280,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,523,994 | BOYAmt |
| EOY | $39,885,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,103,994 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,324,075 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLAIMS PAYABLE & IBNR | Desc |
| Amt | $2,379,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,379,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,660,338 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,324,075 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,324,075 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,336,263 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $261,781 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,158,266 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,420,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,756,310 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,398,369 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,158,266 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,158,266 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,556,635 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $261,781 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $833,900 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,095,681 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,652,316 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PRESCRIPTION REIMBURSEMENTS 378,039. STOP LOSS 780,227. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PRESCRIPTION REIMBURSEMENTS -378,039. STOP LOSS -780,227. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATION 833,900. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JASON WERTHMAN | ||||||||||||||
| TRUSTEE/CO-CHAIR | $0 | $201,539 | $0 | $0 | $0 | $0 | $0 | $56,512 | $0 | $13,902 | $0 | $271,953 | $0 | $0 |
| MARK VERITY | ||||||||||||||
| TRUSTEE | $0 | $152,400 | $0 | $0 | $0 | $0 | $0 | $49,864 | $0 | $17,982 | $0 | $220,246 | $0 | $0 |
| JOSEPH FAZZINO | ||||||||||||||
| TRUSTEE | $0 | $135,988 | $0 | $0 | $0 | $0 | $0 | $47,648 | $0 | $17,982 | $0 | $201,618 | $0 | $0 |
| JUSTIN KELLEY | ||||||||||||||
| TRUSTEE | $0 | $143,939 | $0 | $0 | $0 | $0 | $0 | $48,722 | $0 | $7,752 | $0 | $200,413 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN, LEGAL COUNSEL, AND TPA PRIOR TO FILING THE RETURN. FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART XI, LINE 2C: | THE GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT. NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IUPAT DC 11 | ||||||||
| 79 BRADLEY ST | MIDDLETOWN | CT | 06457 | 061335139 | LABOR UNION | CT | 501(C)(5) | 0 |
| IUPAT LOCAL 195 | ||||||||
| 79 BRADLEY ST | MIDDLETOWN | CT | 06457 | 050195125 | LABOR UNION | CT | 501(C)(5) | 0 |
| CITY OF BRIDGEPORT | ||||||||
| 45 LYON TERRACE | BRIDGEPORT | CT | 06604 | LOCAL GOVERNMENT | CT | 0 | ||
| FINISHING TRADES INSTITUTE OF SOUTHERN NE | ||||||||
| 79 BRADLEY ST | MIDDLETOWN | CT | 06457 | 061530354 | UNION TRAINING FUND | CT | 501(C)(3) | 0 |
| PROVIDENCE HOUSING AUTHORITY | ||||||||
| 100 BROAD ST | PROVIDENCE | RI | 02903 | QUASI GOVT AGENCY | RI | 0 | ||
| RHODE ISLAND TURNPIKE AND BRIDGE AUTHORITY | ||||||||
| 1 E SHORE RD | JAMESTOWN | RI | 02835 | QUASI GOVT AGENCY | RI | 0 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (92 entries)
| 610 CONSTRUCTORS JT VENTURE |
| A & A DRYWALL & ACOUST INC |
| A & A WINDOW PRODUCTS INC |
| ACCURATE DOOR & WINDOW |
| ACORN GLASS INC |
| ACOUSTICS INC |
| ALLIED PAINTING |
| ALLSPEC CONSTRUCTION INC |
| ANDERSEN INTERIOR CONTRACTING |
| ARENA MAINTENANCE SOLUTIONS |
| ASCHER BROTHERS CO INC |
| ATLAS PAINTING & SHEETING CORP |
| ATSALIS BROTHERS PTG CO |
| BEST PAINT CORP |
| BHI ENERGY |
| BLAST ALL INC |
| CGM ACOUSTICS INC |
| CENTERLINE INTERIOR INC |
| CENTURY DRYWALL INC |
| CHAMPION PAINTING SPECIAL SVS |
| CHAMPIONS SPECIAL SVS |
| CHANDLER PRODUCTS INC |
| CHERRY HILL GLASS CO INC |
| CLIFTON MIRRIR & GLASS CO INC |
| COASTAL GLASING LLC |
| COLONY DRYWALL |
| CONN ACOUSTICS INC |
| CONSTRUCTION JUNCTION |
| CROSSCUP PTG & WALLCVRNG INC |
| CT DRYWALL FINISHING |
| CUSTOM DRYWALL INC |
| DAY & ZIMMERMAN NPS |
| DECCO INTERNATIONAL LLC |
| EF O'DONNELL & SONS CO INC |
| EPIFANO BUILDERS INC |
| FCS GROUP LLC |
| FIRST CHOICE FINISHES INC |
| FONTAINE PAINTING CO INC |
| GREENWOOD INDUSTRIES INC |
| GUIDOS PLATE GLASS CO |
| H CARR & SONS INC |
| ILCO PAINTING CORP |
| J & G GLASS CO INC |
| J & K DRYWALL INC |
| J&M STEEL ERECTORS |
| JACKSON GLASS INC |
| JESSICA CONTRACTING INC |
| JOHN CANNING & CO LTD |
| JOHN W EGAN CO INC |
| JOMAR PAINTING LLC |
| KANE CONTRACTING INC |
| KELTIC PAINTING CONTRACTORS |
| KIVA SYSTEMS INC |
| MACKENZIE PAINTING CO INC |
| MACKENZIE SERVICE CORP |
| MARON CONSTRUCTION COINC |
| MASSEY'S PLATE GLASS & ALUMINU |
| MODERN GLASS & ALUMINUM INC |
| NEW ENGLAND ARCHITECT GLAZING |
| NEW HAVEN GLASS & MIRROR |
| NILES INDUSTRIAL COATINGS |
| NORWALK GLASS COMPANY INC |
| NUTMEG INTERIORS II |
| ORBIS INC |
| OWI CONTRACTORS LLC |
| PARTITIONS INC |
| PETER GISONDI & CO INC |
| PROFESSIONAL PAINTING INC |
| PRP SERVICES INC |
| RIGGS DISTLER & CO INC |
| SAFESPAN PLATFORM SYSTEMS |
| SALEM GLASS CO |
| SAM CORTEZ INC |
| SCHOLAR PAINTING AND RESTORATI |
| SOEP PAINTING CORP |
| SUNRISE ERECTORS |
| SWEENEY DRYWALL FINISHES CORP |
| SY BEE CONTRCATING INC |
| TAVARES LLC |
| THE AULSON COMPANY INC |
| THOMAS FD INC |
| THOMARIOS |
| TOWER MAINTENANCE CORP |
| TRI-STATE PAINTING |
| US DRYWALL INC |
| VOGEL GLASS CO LLC |
| VS&CO CORPORATE FINISHES INC |
| WF SHEA & CO INC |
| WILLIAMS SPECIALTY SERVICES LLC |
| ZAPATA CONSTRUCTION CO CIN |
| INTERNATIONAL MARINE & IND |
| RI TURNPIKE & BRIDGE AUTHORITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |