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NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND (EIN 06-1188411)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-25
IRS object ID
202422699349301662
Schema version
2023v5.1
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)
Return2024-09-25T16:00:18-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061188411EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW ENGLAND HEALTH CARE EMPLOYEESBusinessNameLine1Txt
Business Name Line2WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNEWEBusinessNameControlTxt
Phone8607281100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 HUYSHOPE AVENUE 2ND FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID PICKUSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8607281100PhoneNum
Signature2024-09-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2024-09-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID PICKUSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 HUYSHOPE AVENUE 2ND FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06106ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$131,184,881GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNEHCWELFAREPENSIONFUNDS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1986FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionPROVIDE HEALTH & WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee27TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$44,106,371PYProgramServiceRevenueAmt
CY Program Service Revenue$43,666,045CYProgramServiceRevenueAmt
PY Investment Income$56,276PYInvestmentIncomeAmt
CY Investment Income$938,929CYInvestmentIncomeAmt
PY Other Revenue$1,090,682PYOtherRevenueAmt
CY Other Revenue$413,897CYOtherRevenueAmt
PY Total Revenue$45,253,329PYTotalRevenueAmt
CY Total Revenue$45,018,871CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$68,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$33,484,982PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,606,806CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,350,745PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,409,453CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,048,396PYOtherExpensesAmt
CY Other Expenses$3,070,170CYOtherExpensesAmt
PY Total Expenses$37,884,123PYTotalExpensesAmt
CY Total Expenses$32,154,929CYTotalExpensesAmt
PY Revenues Less Expenses$7,369,206PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,863,942CYRevenuesLessExpensesAmt
Total Assets BOY$43,108,107TotalAssetsBOYAmt
Total Assets EOY$60,594,770TotalAssetsEOYAmt
Total Liabilities BOY$5,291,162TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,184,261TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,816,945NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,410,509NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HEALTH & WELFARE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE FUND PROVIDED THE FOLLOWING HEALTH & WELFARE BENEFITS TO APPROXIMATELY 7000 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS: HEALTH, HEARING AID, VISION, DENTAL, DISABILITY, PRESCRIPTION DRUG, DEATH, SCHOLARSHIPS, ACCIDENTAL DEATH & DISMEMBERMENT, MENTAL HEALTH & SUBSTANCE ABUSE.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
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 IndividualsYes (1)GrantsToIndividualsInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
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 Document45IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee27EmployeeCnt
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 Line1NE HEALTH CARE EMPLOYEES WELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8607281100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line177 HUYSHOPE AVEAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ARNOLD AVILA
MANAGEMENT TRUSTEE (P)2.00Yes (X)$0$0$0
BRENDA MORISETT
UNION TRUSTEE2.00Yes (X)$0$0$0
DAVID PICKUS
UNION TRUSTEE2.00Yes (X)$0$30,450$0
JESSE MARTIN
UNION TRUSTEE2.00Yes (X)$0$108,883$28,64040.00
MARK SCHWARTZ
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
MARY COLEMAN-MCNAMARA
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
SUZANNE CLARK
UNION TRUSTEE2.00Yes (X)$0$124,454$32,70740.00
THOMAS RICCI
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
ROBERT BARIL
UNION TRUSTEE2.00Yes (X)$0$0$0
ELLEN BARNES
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
LINDSEY SMITH
MANAGEMENT TRUSTEE2.00Yes (X)$0$0$0
CHARLES RUBEOR
SYSTEM IT32.00$99,132$24,783$35,9358.00Yes (X)
CHERIE GUIMOND
CONTROLLER20.00$59,709$59,709$34,63220.00Yes (X)
SILVANA STANKUS
EXECUTIVE DIRECTOR36.00$143,150$12,448$45,1244.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$301,991TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$360,727TotReportableCompRltdOrgAmt
Total Other Compensation$177,038TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
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
ANTHEM HEALTH PLANS
108 LEIGUS ROADWALLINGFORDCT06492PPO; CLAIM REPRICING$1,223,135
EMPIRX
155 CHESTNUT RIDGE RDMONTVALENJ07645PRESCRIPTION CLAIMS$316,961
BASYS INC
3700 KOPPERS ST 400BALTIMOREMD21227CLAIMS PROCESSING$233,184
MILLIMAN USA
250 WASHINGTON AVE EXTALBANYNY12203ACTUARY/CONSULTANT$217,398
DELTA DENTAL
1639 ROUTE 10PARSIPPANYNJ070543RD PARTY ADMINSTRA$106,034
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS623000$42,915,345$42,915,345
EMPLOYEE CONTRIBUTIONS623000$750,700$750,700
FieldValueIRS element (for citing)
Total Program Service Revenue$43,666,045TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,284,411TotalRevenueColumnAmt
Exclusion$1,284,411ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$85,820,528SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$86,166,010SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$345,482SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$345,482TotalRevenueColumnAmt
Exclusion-$345,482ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE SUBSIDY REBATE623000$144,279$144,279
ANTHEM CREDITS ON FEES623000$130,942$130,942
BENEFITS RECOVERED623000$119,616$119,616

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,060TotalRevenueColumnAmt
Related Or Exempt Func Income$19,060RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$413,897OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,018,871TotalRevenueColumnAmt
Related Or Exempt Func Income$44,079,942RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$938,929ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,500TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,606,806TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,008,517TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$102,897TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$216,119TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$81,920TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$92,035TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$60,116TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$131,980TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,938,985TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$339,816TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$266,919TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$66,473TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,621TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,693TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,506TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,198TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
DUES ASSESSMENT$76,022
PATIENT RESEARCH FEE$15,538
PROPERTY TAX$5,268

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,154,929TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,020,687BOYAmt
EOY$1,215,487EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,290,738BOYAmt
EOY$7,663,967EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,861,613BOYAmt
EOY$3,854,749EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$111,097BOYAmt
EOY$155,592EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$702,462LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$666,767LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$27,709BOYAmt
EOY$35,695EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,850,758BOYAmt
EOY$30,050,590EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,338,786BOYAmt
EOY$14,186,938EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,606,719BOYAmt
EOY$3,431,752EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,108,107BOYAmt
EOY$60,594,770EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$83,968BOYAmt
EOY$84,441EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,207,194BOYAmt
EOY$7,099,820EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,291,162BOYAmt
EOY$7,184,261EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

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$37,816,945BOYAmt
EOY$53,410,509EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,816,945BOYAmt
EOY$53,410,509EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,108,107BOYAmt
EOY$60,594,770EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,863,942ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,729,622NetUnrlzdGainsLossesInvstAmt
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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,670OtherCostOrOtherBasisAmt
Depreciation$14,086DepreciationAmt
Book Value$584BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$93,596OtherCostOrOtherBasisAmt
Depreciation$56,555DepreciationAmt
Book Value$37,041BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$594,196OtherCostOrOtherBasisAmt
Depreciation$596,126DepreciationAmt
Book Value-$1,930BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$35,695TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON TRUST FUND$10,005,990F
INVESTMENTS ON LOAN$2,450,750F
PARTNERSHIPS$1,730,198F
FieldValueIRS element (for citing)
Total Book Value Securities$14,186,938TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
ACCRUED INCOME RECEIVABLE$239,445
SUBROGATION RECEIVABLE$14,289
DUE FROM AFFILIATES$117,164
MEDICARE SUBSIDY REBATES RECEIVABLE$54,119
CASH COLLATERAL$2,498,395
PRESCRIPTION REBATES RECEIVABLE$508,340
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,431,752TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
CLAIMS PAYABLE$1,624,724
CLAIMS INCURRED BUT NOT REPORTED$2,962,876
DUE TO BROKER$13,825
OBLIGATION TO REFUND CASH$2,498,395
FieldValueIRS element (for citing)
Total Liability$7,099,820TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$47,616,513TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,729,622NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,729,622RevenueNotReportedAmt
Revenue Subtotal$44,886,891RevenueSubtotalAmt
Investment Expenses Not Incld$131,980InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$131,980RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$45,018,871TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$32,239,349TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$32,239,349ExpensesSubtotalAmt
Investment Expenses Not Incld2$131,980InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$216,400OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$84,420ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$32,154,929TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATION -216,400.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient137RecipientCnt
Cash Grant$68,500CashGrantAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
SILVANA STANKUS
EXECUTIVE DIRECTOR$143,150$12,448$0$0$0$0$12,884$1,120$28,630$2,490$184,664$16,058$0$0
CHARLES RUBEOR
SYSTEM IT$99,132$24,783$0$0$0$0$8,922$2,230$19,826$4,957$127,880$31,970$0$0
SUZANNE CLARK
UNION TRUSTEE$0$124,454$0$0$0$0$0$7,548$0$25,159$0$157,161$0$0
CHERIE GUIMOND
CONTROLLER$59,709$59,709$0$0$0$0$5,374$5,374$11,942$11,942$77,025$77,025$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLINE 11B EXPLANATION - A COPY WAS PROVIDED TO THE GOVERNING BOARD VIA EMAIL OR PAPER COPY. THE FORM 990 WAS REVIEWED BY THE TRUSTEE SIGNING THE RETURN, EXECUTIVE DIRECTOR AND LEGAL COUNSEL PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CEACH TRUSTEE MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE A) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) READ AND UNDERSTOOD THE POLICY, C) AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTOOD THAT THEY MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF THE FUND'S TAX-EXEMPT PURPOSES.
FORM 990, PART VI, SECTION C, LINE 19THE 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 XII, LINE 2C:NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN
77 HUTSHOPE AVEHARTFORDCT06106223071963PENSION FUNDCT401(A)0
NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU
77 HUTSHOPE AVEHARTFORDCT06106060991885LABOR UNIONCT501(C)(5)0
NEW ENGLAND HEALTH CARE EMPLOYEES UNION & CT NURSING TRAING & UPGRADING FUN
77 HUTSHOPE AVEHARTFORDCT06106061163056VEBACT501(C)(9)0
WOMENS & INFANTS HOSPITAL OF RI
0502589370
WATERBURY HOSIPITAL
0606659790
ST FRANCIS - MOUNT SINAI
0606468130
ST MARY'S HOME
0606468430
NATCHAUG HOSPITAL
0609669630
CHURCH HOMES
0607638980

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (42 entries)

ADVANCED NURSING & REHAB (AKA JEWISH HOME)
AUTUMN HC OF NORWALK( FKA AURORA SENIOR LIVING)
AUTUMN OF NORWALK - LPNNS
BIDWELL CARE CENTER (AKA HEALTH CARE MANCHESTER)
C&W FACILITY SERVICES (FKA DTZ A UGL COMPANY )
CASSENA OF NORWALK (FKA HEALTHCARE OF NORWALK)
CASSENA OF STAMFORD ( FKA REGENCY HEIGHTS OF STAMFORD)
CHELSEA PLACE
COMMUNITY HEALTH RESOURCES
COMPASS (FKA SODEXHO WATERBURY HOSPITAL)
FARMINGTON CARE CENTER
GENERATIONS FAMILY
HARRINGTON COURT
HCSG - 60 WEST STREET
HCSG - BIDWELL
HCSG - CHURCH HOMES
HCSG - FARMINGTON
HCSG - HARRINGTON COURT
HCSG - MERIDEN CARE CENTER
HCSG - PARK PLACE
HCSG - WESTSIDE CARE CENTER
ICARE-60 WEST STREET
JACC HEALTHCARE OF DANIELSON (FKA REGENCY HEIGHTS)
MERIDEN CARE CENTER
NE RESIDENTIAL
NORTHEAST DISTRICT
OPCO ST CAMILLUS CARE & REHAB
ORANGE HEALTHCARE CENTER
PARK PLACE
REGALCARE NEW HAVEN (FKA PARADIGM NEW HAVEN)
REGALCARE OF SOUTHPORT (FAIRVIEW HEALTH OF SOUTHPORT)
REGALCARE TORRINGTON (FKA PARADIGM TORRINGTON )
REGALCARE WATERBURY (FKA PARADIGM WATERBURY)
REGALCARE WEST HAVEN (FKA PARADIGM WEST HAVEN )
SODEXHO STAMFORD HOSPITAL
SODEXHO UNIVERSITY OF BRIDGEPORT
SOUTHPORT CENTER - LPNS
ST MARY'S HOME
TRINITY HILL
WESTSIDE CARE CENTER
WINTONBURY CONTINUOUS CARE
YOUTH CONTINUUM
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 SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU
K$99,213FMV
NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN
Q$925,738FMV
NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU
Q$1,016,972FMV
NEW ENGLAND HEALTH CARE EMPLOYEES UNION & CT NURSING TRAING & UPGRADING FUN
Q$166,631FMV