2023-05-09T09:03:12-05:00 2022-06-30 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2021-07-01 060689974 LOCAL 191 HEALTH SERVICE AND INSURANCE PLAN LOCA 2033665849 1139 FAIRFIELD AVENUE BRIDGEPORT CT 06605 ROBERT DIGIROLAMO UNION TRUSTEE 2303665849 2023-05-08 1 ROBERT DIGIROLAMO 999009999 DANA HARVEY P01452206 2033877771 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT DIGIROLAMO 1139 FAIRFIELD AVENUE BRIDGEPORT CT 06605 39770801 0 X N/A X 1954 CT SELF-INSURED HEALTH BENEFIT PLAN 4 4 3 0 0 0 0 0 27511305 27131848 6217397 5864717 4661 13542 33733363 33010107 0 0 21645877 21520416 417101 524572 0 0 0 1654899 1635845 23717877 23680833 10015486 9329274 108559621 103408150 2756259 3416379 105803362 99991771 PROVIDE SELF INSURED HEALTH BENEFITS TO MEMBERS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT NEGOTIATED BY THE TEAMSTERS LOCAL 191 UNION. 0 0 PROVIDES INSURED AND SELF-INSURED MEDICAL, DEATH & LIFEINSURANCE BENEFITS TO 2,330 MEMBERS PLUS THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 X ROBERT DIGIROLAMO 2033665849 1139 FAIRFIELD AVENUE BRIDGEPORT CT 06605 ANTHONY CAPPELLA (FORMER) EMPLOYER TRUSTEE 2.00 X 0 0 0 ED ROONEY UNION TRUSTEE 4.00 0.00 X 0 2667 0 FORREST HARVEY EMPLOYER TRUSTEE 2.00 X 0 0 0 ROBERT DIGIROLAMO UNION TRUSTEE 4.00 55.00 X 0 134947 58574 GEORGE WIESENDANGER EMPLOYER TRUSTEE 2.00 X 0 0 0 0 137614 58574 0 0 1 0 ANTHEM BLUE CROSS BLUE SHEILD 1351 WM HOWARD TAFT RD CINCINNATI OH 45206 REPRICING AND ADMIN FEES 475672 MORGAN STANLEY TWO JERICHO PLAZA JERICHO NY 11753 INVESTMENT CONSULTING 207843 2 EMPLOYER CONTRIBUTIONS 900099 26715702 26715702 SPECIAL RETIREE CONTRIBUTION 900099 273645 273645 COBRA CONTRIBUTIONS 900099 70593 70593 AFFILIATED RENTAL INCOME 900099 53483 53483 PAYROLL AUDIT CONTRIBUTIONS 900099 18425 18425 27131848 1173460 1173460 11451951 6760694 4691257 4691257 4691257 SEVERANCE RECOVERY 900099 12483 12483 REFUNDS & REIMBURSMENTS 900099 1059 1059 13542 33010107 27145390 0 5864717 X 21520416 10500 264373 125324 102555 21820 207843 1181499 20544 112295 23599 4250 21070 35090 REPAIRS & MAINTENANCE 29655 23680833 136919 187012 17767648 15649204 2523406 2793077 32486 24710 3437057 3225187 231090 211870 87300034 83642007 568038 900270 108559621 103408150 19623 39828 2736636 3376551 2756259 3416379 X 0 0 0 0 105803362 99991771 105803362 99991771 108559621 103408150 9329274 -15140865 0 X X 0 1 X 1 0 40000 40000 2924521 2859125 65396 472536 366062 106474 211870 HEALTH CLAIMS PAYABLE; HEALTH CLAIMS INCURRED BUT UNREPORTED 2539200 ACCUMULATED ELIGIBILITY CREDITS 549489 SEVERANCE PAYABLE 19181 DUE TO PARTICIPATING HEALTH SERVICE 268681 3376551 X 17661401 -15140865 2 -15140863 32802264 207843 207843 33010107 23096656 0 23096656 207843 376334 584177 23680833 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.THE ORGANIZATION FILES ITS FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE PLAN BELIEVES THAT THE INCOME TAX RETURNS FOR YEARS ENDED JUNE 30, 2018 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT 2. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION 376,333. ROUNDING ADJUSTMENT 1. FORM 990, SCH D, PART XII, LINE 2E CHANGE IN BENEFIT OBLIGATIONS. 0 0 0 ROBERT DIGIROLAMO UNION TRUSTEE 0 132370 0 2577 0 0 0 33520 0 25054 0 193521 0 0 PART I, LINE 3 AMOUNTS PAID TO UNION TRUSTEES BY RELATED PARTY TEAMSTERS LOCAL 191 ARE DETERMINED BY THE UNION BYLAWS AND APPROVED BY THE LOCAL UNION EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH SERVICE & INSURANCE PLAN DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS. FORM 990, PART IX, LINE 11G CLAIM ADMINISTRATION 687,320. REPRICING & ADMIN FEES 494,179. FORM 990, PART X11, LINE 2C OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY. THE TRUSTEE'S ASSUME RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR. IBT LOCAL UNION 191 1139 FAIRFIELD AVENUE BRIDGEPORT CT 06605 060453477 REPRESENTATION OF UNION MEMBERS CT 501C-5 N/A 0 TRI STATE JOINT FUND 609 WEST JOHNSON AVE 2ND FLOOR CHESHIRE CT 06410 060850110 3RD PARTY ADMINISTRATOR FOR AFFILIATED ENTITIES CT 501C-9 N/A 0 BURNS CONSTRUCTION 300 SPERRY AVE STRATFORD CT 06615 CT C 0 CITY CARTING PO BOX 17250 STAMFORD CT 06907 CT C 0 DEERING CONSTRUCTION INC 20 SHEEHAN AVE NORWALK CT 06854 CT C 0 FGB CONSTRUCTION 150 BOUTON STREET NORWALK CT 06854 CT C 0 FIRST STUDENT 600 VINE STREET CINCINNATI OH 45202 OH C 0 GROCERY HAULERS 581 MAIN STREET WOODBRIDGE NJ 07095 NJ C 0 HI-HO CONN COKE & FUEL CO 39 SALT STREET BRIDGEPORT CT 06605 CT C 0 INTERSTATE & LAKELAND LUMBER CORP 247 MILL STREET GREENWICH CT 06830 CT C 0 MARSHALLS EXPRESS INC 76 PROGRESS DR STE 130 STAMFORD CT 06902 CT S 0 NATIONWIDE JANITORIAL SERV INC 11624 PAGE SERVICE DRIVE ST LOUIS MO 63146 MO C 0 O&G INDUSTRIES 112 WALL STREET TORRINGTON CT 06790 CT C 0 PETROLEUM HEAT & POWER PO BOX 288 TIVERTON RI 02878 RI C 0 PETRO-HOME OIL 55 DAY STREET SOUTH NORWALK CT 06854 CT C 0 STONY BROOK GARDENS 55 SINGER COURT STRATFORD CT 06614 CT C 0 STUDENT TRANS OF AMERICA 3349 HIGHWAY 138 WALL NJ 07719 NJ C 0 TEAMSTERS LOCAL UNION 1150 150 GARFIELD AVE STRATFORD CT 06615 CT T 0 UNITED PARCEL SERVICE 100 EAST CAMPUS VIEW BLVD COLUMBUS OH 43235 OH C 0 WATERS CONSTRUCTION CO INC 300 BOSTWICK AVE BRIDGEPORT CT 06605 CT C 0 WE TRANSPORT 75 COMMERCIAL STREET PLAINVIEW NY 11803 CT C 0 YRC INC 10990 ROE AVE OVERLAND PARK KS 66211 KS C 0 SPORTECH ENTERPRISES 255 KOSSUTH STREET BRIDGEPORT CT 06608 CT C 0 MEYER RIGGING LONG BEACH BLVD STRATFORD CT 06615 CT C 0 DEL-VA CORPORATION 414 NEW BRITIAN AVENEUE PLAINVILLE CT 06062 CT C 0 RONDANDO M 49 EAST AVE NORWALK CT 06851 CT C 0 ARKANSAS BEST FREIGHT PO BOX 10048 FORT SMITH AR 72917 CT C 0 KAUFMEANN FUEL 836 FAIRFIELD AVE BRIDGEPORT CT 06604 CT C 0 DURHAM SCHOOL SERVICES 2601 NAVISTAR DRIVE LISLE IL 02878 IL C 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 TRISTATE JOINT FUND M 687320 CASH VALUE TEAMSTERS LOCAL 191 J 53483 CASH VALUE