TEAMSTERS LOCAL 251 HEALTH SERVICES & INSURANCE PLAN: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TEAMSTERS LOCAL 251 HEALTH SERVICES & INSURANCE PLAN (EIN 05-0271216)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-28
- IRS object ID
- 202300879349301120
- Schema version
- 2021v4.2
- 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 | 2023-03-28T10:17:18-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050271216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS LOCAL 251 HEALTH SERVICES AND | BusinessNameLine1Txt |
| Business Name Line2 | INSURANCE PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEAM | BusinessNameControlTxt |
| Phone | 4014673323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 ELMWOOD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029043799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW G TAIBI | PersonNm |
| Person Title | UNION TRUSTEE | PersonTitleTxt |
| Phone | 4014673323 | PhoneNum |
| Signature | 2023-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | TAIBI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2023-03-28 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW G TAIBI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 BRIGHTRIDGE AVENUE | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,275,922 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NA | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, LONG-TERM DISABILITY, EMPLOYEES' ASSISTANCE PROGRAM, INCOME TAX PREPARATION, 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 Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 5 | 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 | $76,273,351 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $77,902,383 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,933,509 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,298,082 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,892 | PYOtherRevenueAmt |
| CY Other Revenue | $75,457 | CYOtherRevenueAmt |
| PY Total Revenue | $79,227,752 | PYTotalRevenueAmt |
| CY Total Revenue | $81,275,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $57,776,485 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $62,120,704 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $717,004 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $808,228 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $935,612 | PYOtherExpensesAmt |
| CY Other Expenses | $1,027,714 | CYOtherExpensesAmt |
| PY Total Expenses | $59,429,101 | PYTotalExpensesAmt |
| CY Total Expenses | $63,956,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,798,651 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,319,276 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $124,158,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,742,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $311,528 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $346,891 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,846,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $127,395,161 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, LONG-TERM DISABILITY, EMPLOYEES' ASSISTANCE PROGRAM, INCOME TAX PREPARATION, 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, LONG-TERM DISABILITY, EMPLOYEES' ASSISTANCE PROGRAM, INCOME TAX PREPARATION, AND PRESCRIPTION DRUG BENEFITS FOR APPROXIMATELY 3,505 MEMBERS AND THEIR DEPENDENTS. | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 6 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | FUND OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4014673323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 ELMWOOD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029043799 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFFERY ISAACS | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW G TAIBI | |||||||
| UNION TRUSTEE/CO-CHAIRMAN | 2.00 | Yes (X) | $0 | $130,278 | $69,458 | 40.00 | |
| PAUL J SANTOS | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $124,403 | $69,458 | 40.00 | |
| MATTHEW A MAINI | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $118,989 | $69,458 | 40.00 | |
| FRANK PARELLA | |||||||
| EMPLOYER TRUSTEE/CO-CHAIRM | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SCHMIEDEKNECHT | |||||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMMY BEAUDREAULT | |||||||
| FUND ADMINISTRATOR | 40.00 | $119,430 | $0 | $76,593 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,430 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $373,670 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $284,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| 475 KILVERT STREET | WARWICK | RI | 02886 | CLAIMS PROCESSING | $2,031,579 |
| GURSKY LAW ASSOCIATES | |||||
| 420 SCRABBLETOWN RD | N KINGSTON | RI | 02852 | LEGAL SERVICES | $284,881 |
| THE SEGAL COMAPNY | |||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | ACTUARIAL | $258,022 |
| DELTA DENTAL OF RHODE ISLAND | |||||
| 10 CHARLES STREET | PROVIDENCE | RI | 02904 | CLAIMS PROCESSING | $140,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $77,068,082 | $77,068,082 |
| RETIREE CONTRIBUTIONS | 525100 | $653,906 | $653,906 |
| PARTICIPANT CONTRIBUTIONS | 525100 | $102,215 | $102,215 |
| COBRA STIMULUS REIMBURSEMENT | 525100 | $78,180 | $78,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $77,902,383 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,298,082 | TotalRevenueColumnAmt |
| Exclusion | $3,298,082 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,000,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,000,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $75,457 | TotalRevenueColumnAmt |
| Exclusion | $75,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75,457 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,275,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,902,383 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,373,539 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,120,704 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,416 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,498 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,314 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,881 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,200 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,047 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,022 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,008 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,818 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,739 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,002 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,385 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,819 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY THE AC | Desc |
| Total | $19,793 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,956,646 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,189 | BOYAmt |
| EOY | $183,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,774,252 | BOYAmt |
| EOY | $10,254,989 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,587,708 | BOYAmt |
| EOY | $5,181,907 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,923 | BOYAmt |
| EOY | $50,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,254,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,000,475 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,902 | BOYAmt |
| EOY | $254,304 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,028,821 | BOYAmt |
| EOY | $104,660,239 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,376,401 | BOYAmt |
| EOY | $6,103,030 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,000 | BOYAmt |
| EOY | $1,053,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,158,196 | BOYAmt |
| EOY | $127,742,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,258 | BOYAmt |
| EOY | $278,516 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,270 | BOYAmt |
| EOY | $68,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,528 | BOYAmt |
| EOY | $346,891 | 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 | $123,846,668 | BOYAmt |
| EOY | $127,395,161 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,846,668 | BOYAmt |
| EOY | $127,395,161 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,158,196 | BOYAmt |
| EOY | $127,742,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,319,276 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,770,783 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,602 | OtherCostOrOtherBasisAmt |
| Book Value | $33,602 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $786,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $619,990 | DepreciationAmt |
| Book Value | $166,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $337,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $285,847 | DepreciationAmt |
| Book Value | $52,105 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,638 | DepreciationAmt |
| Book Value | $1,997 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $254,304 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $67,426,092 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,770,783 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$13,770,783 | RevenueNotReportedAmt |
| Revenue Subtotal | $81,196,875 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $79,047 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $79,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $81,275,922 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,877,599 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,877,599 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $79,047 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $79,047 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $63,956,646 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 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
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW G TAIBI | ||||||||||||||
| UNION TRUSTEE/CO-CHAIRMAN | $0 | $130,278 | $0 | $0 | $0 | $0 | $0 | $42,260 | $0 | $27,198 | $0 | $199,736 | $0 | $0 |
| TAMMY BEAUDREAULT | ||||||||||||||
| FUND ADMINISTRATOR | $119,430 | $0 | $0 | $0 | $0 | $0 | $50,109 | $0 | $26,484 | $0 | $196,023 | $0 | $0 | $0 |
| PAUL J SANTOS | ||||||||||||||
| UNION TRUSTEE | $0 | $124,403 | $0 | $0 | $0 | $0 | $0 | $42,260 | $0 | $27,198 | $0 | $193,861 | $0 | $0 |
| MATTHEW A MAINI | ||||||||||||||
| UNION TRUSTEE | $0 | $118,989 | $0 | $0 | $0 | $0 | $0 | $42,260 | $0 | $27,198 | $0 | $188,447 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN'S FORM 990 IS PREAPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS FORWARDED TO THE FUND'S EXECUTIVE DIRECTOR FOR INTITIAL REVIEW. THE RETURN IS THEN PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURE |
| FORM 990, PART VI, SECTION C, LINE 19 | TEAMSTERS LOCAL 251 HEALTH SERVICES & INSURANCE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990. PART XII, LINE 2C: | TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN'S BOARD OF TRUSTEES IS RESPOSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. |
| FORM 990, PART V, LINE 1A: | TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN ALSO PREPARE FORMS W-2 FOR ALL PARTICIPANTS THAT RECEIVE THE TAXABLE LEGAL, DEPENDENT LIFE INSURANCE AND TAX PREPARATION BENEFITS UNDER THE PLAN. A TOTAL OF 2,363 FORMS W-2 WERE ISSUED FOR THESE BENEFITS FOR THE CALENDAR YEAR 2021. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE 401(K) PLAN | ||||||||
| 1201 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | 050271216 | PENSION PLAN | RI | 401(A)/501(A) | 0 |
| TEAMSTERS LOCAL 251 | ||||||||
| 121 BRIGHTRIDGE AVENUE | EAST PROVIDENCE | RI | 02914 | 050161170 | LABOR UNION | RI | 501(C)(5) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (73 entries)
| ABF FREIGHT SYSTEMS INC |
| ABS PAYROLL |
| ADAMSDALE CONCRETE & PRODUCTS |
| AMERIGAS PROPANE LP |
| ANGELICA CORPORATION |
| BACCALA J & SONS INC |
| BAKER COMMODITIES INC |
| BOYLE & FOGARTY |
| BRADFORD |
| BRITOC CONSTRUCTION COINC |
| BUCKLEY HEATING AND COOLING |
| C & J LLC |
| CARDI CORPREADY MIX CONCRETE |
| CARDI CORPORATION |
| CARDI LEASING CORPORATION |
| CAST AND CREW |
| CATALANO CONSTRUCTION INC |
| CENTREX DISTRIBUTORS |
| CRANSTON HOUSING AUTHORITY |
| D'AMBRA CONSTRUCTION CO INC |
| DEL-VA CORPORATION |
| DEMCO LLC |
| DHL EXPRESS |
| DIGREGORIO CONCRETE |
| DIGREGORIO INC |
| ENTERTAINMENT PARTNERS |
| EQUALITY CONTRUCTION LLC |
| FALL RIVER READY MIX CONCRETE |
| GPL CONSTRUCTION |
| GREENSLATE LLC |
| GREENVILLE WATER DISTRICT |
| HESS JOHN R & SONS INC |
| HORIZON BEVERAGE GROUP |
| IANNUCCILLO R P & SONS |
| IDS HIGHWAY SAFETY INC |
| JACK COOPER TRANSPORT |
| LYNCH J H & SONS INC |
| MARR SCAFFOLDING COMPANY |
| MC LAUGHLIN & MORAN |
| METALS RECYCLING |
| MONDELEZ |
| NARRAGANSETT IMPROVEMENT CO |
| NATIONAL GRID LNG |
| NEW PENN MOTOR EXPRESS |
| NORTHSTAR EQUIPMENT & SUPPLY |
| PJ KEATING CO - MA |
| PJ KEATING COMPANY |
| PASQUAZZI BROTHERS INC |
| PETRO DRIVERS AND MECHANICS |
| PETROLEUM HEAT & POWER CO |
| PRAXAIR DISTRIBUTION INC |
| REZENDES K R INC |
| RHODE ISLAND HOSP SUPPLEMENTAL |
| RHODE ISLAND HOSPITAL |
| RI FLG GENCO LLC |
| RIVERHEAD BUILDING RICHMOND |
| RIVERHEAD BUILDING SUPPLY |
| ROCCHIO JOHN CORPORATION |
| SMITH'S GENERAL TRUCKING CO |
| SPRAGUE ENERGY |
| SUNBELT RENTALS |
| TEKNOR APEX COMPANY |
| TOWN OF TIVERTON |
| TWIN RIVER |
| UNITED PARCEL SERVICE |
| UNIVERSAL CONSTRUCTION CO |
| URBAN SERVICES GROUP INC |
| VEOLIA WATER |
| VINAGRO JR CO |
| WILSON 5 SERVICE COMPANY INC |
| WOOD'S HEATING SERVICE |
| YRC |
| YRC CLERICAL |
| 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |