NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND (EIN 06-1188411)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-09
- IRS object ID
- 202332829349300748
- 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 | 2023-10-09T12:54:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061188411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND HEALTH CARE EMPLOYEES | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 8607281100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HUYSHOPE AVENUE 2ND FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PICKUS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8607281100 | PhoneNum |
| Signature | 2023-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | PICKUS | 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 | 2023-10-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | DAVID PICKUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HUYSHOPE AVENUE 2ND FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,883,203 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | NEHCWELFAREPENSIONFUNDS.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH & WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 24 | 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 | $47,277,904 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,106,371 | CYProgramServiceRevenueAmt |
| PY Investment Income | $533,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,276 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,418,284 | PYOtherRevenueAmt |
| CY Other Revenue | $1,090,682 | CYOtherRevenueAmt |
| PY Total Revenue | $50,229,322 | PYTotalRevenueAmt |
| CY Total Revenue | $45,253,329 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $35,600,529 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $33,484,982 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,203,959 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,350,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,345,235 | PYOtherExpensesAmt |
| CY Other Expenses | $3,048,396 | CYOtherExpensesAmt |
| PY Total Expenses | $40,149,723 | PYTotalExpensesAmt |
| CY Total Expenses | $37,884,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,079,599 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,369,206 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,070,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,108,107 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,214,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,291,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,855,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,816,945 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HEALTH & WELFARE BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE 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 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 | Yes (1) | 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 | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 24 | 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| 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 | NE HEALTH CARE EMPLOYEES WEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607281100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HUYSHOPE AVE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 |
|---|---|---|---|---|---|---|---|
| ARNOLD AVILA | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA MORRISETTE | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PICKUS | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSE MARTIN | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $98,701 | $26,062 | 38.00 | |
| MARK SCHWARTZ | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY COLEMAN-MCNAMARA | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIA COOK | |||||||
| MANAGEMENT TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK QUINN | |||||||
| UNION TRUSTEE (P) | 2.00 | Yes (X) | $0 | $112,477 | $31,973 | 38.00 | |
| ROBERT BARIL | |||||||
| UNION TRUSTEE (P) | 2.00 | Yes (X) | $0 | $123,947 | $36,102 | 38.00 | |
| SUZANNE CLARK | |||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $116,058 | $33,936 | 38.00 | |
| CHARLES RUBEOR | |||||||
| FUND EMPLOYEE | 32.00 | $99,572 | $24,893 | $36,094 | 8.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $99,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $476,076 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $164,167 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANTHEM HEALTH PLANS | |||||
| 108 LEIGUS ROAD | WALLINGFORD | CT | 06492 | PPO; CLAIM REPRICING | $1,312,285 |
| EMPIRX | |||||
| 155 CHESTNUT RIDGE RD | MONTVALE | NJ | 07645 | PRESCRIPTION CLAIMS | $372,319 |
| BASYS INC | |||||
| 3700 KOPPERS ST 400 | BALTIMORE | MD | 21227 | CLAIMS PROCESSING | $267,707 |
| MILLIMAN USA | |||||
| 250 WASHINGTON AVE EXT | ALBANY | NY | 12203 | ACTUARY/CONSULTANT | $129,686 |
| DELTA DENTAL | |||||
| 1639 ROUTE 10 | PARSIPPANY | NJ | 07054 | 3RD PARTY ADMINSTRA | $111,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 623000 | $43,261,226 | $43,261,226 |
| EMPLOYEE CONTRIBUTIONS | 623000 | $845,145 | $845,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,106,371 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,737 | TotalRevenueColumnAmt |
| Exclusion | $620,737 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,065,413 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,629,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$564,461 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$564,461 | TotalRevenueColumnAmt |
| Exclusion | -$564,461 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BENEFITS RECOVERED | 623000 | $643,506 | $643,506 |
| ANTITRUST PROCEEDS | 623000 | $292,474 | $292,474 |
| MEDICARE SUBSIDY REBATE | 623000 | $98,656 | $98,656 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,046 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,046 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,090,682 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,253,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,197,053 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,276 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,484,982 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,165 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,639 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,135 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,806 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,000 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,430 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,981 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985,167 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,228 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,999 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,028 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,954 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,360 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,570 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES ASSESSMENT | $71,385 |
| PATIENT RESEARCH FEE | $17,092 |
| PROPERTY TAX | $2,987 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,884,123 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,007 | BOYAmt |
| EOY | $2,020,687 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,509,239 | BOYAmt |
| EOY | $4,290,738 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,432,896 | BOYAmt |
| EOY | $3,861,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,436 | BOYAmt |
| EOY | $111,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $682,971 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $655,262 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,360 | BOYAmt |
| EOY | $27,709 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,141,627 | BOYAmt |
| EOY | $20,850,758 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,569,851 | BOYAmt |
| EOY | $10,338,786 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,281 | BOYAmt |
| EOY | $1,606,719 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,070,697 | BOYAmt |
| EOY | $43,108,107 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,578 | BOYAmt |
| EOY | $83,968 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,053,326 | BOYAmt |
| EOY | $5,207,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,214,904 | BOYAmt |
| EOY | $5,291,162 | 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 | $32,855,793 | BOYAmt |
| EOY | $37,816,945 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,855,793 | BOYAmt |
| EOY | $37,816,945 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,070,697 | BOYAmt |
| EOY | $43,108,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,369,206 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,408,054 | 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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,726 | DepreciationAmt |
| Book Value | $2,944 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,086 | DepreciationAmt |
| Book Value | $26,695 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $604,450 | DepreciationAmt |
| Book Value | -$1,930 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,709 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON TRUST FUND | $7,904,826 | F |
| INVESTMENTS ON LOAN | $389,238 | F |
| PARTNERSHIPS | $2,044,722 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,338,786 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $609,412 |
| CLAIMS INCURRED BUT NOT REPORTED | $4,194,588 |
| DUE TO BROKER | $8,159 |
| OBLIGATION TO REFUND CASH | $395,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,207,194 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,743,294 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,408,054 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,408,054 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,151,348 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $101,981 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $101,981 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,253,329 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,653,742 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,653,742 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $101,981 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,128,400 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,230,381 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,884,123 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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 XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATION 1,128,400. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES RUBEOR | ||||||||||||||
| FUND EMPLOYEE | $99,572 | $24,893 | $0 | $0 | $0 | $0 | $8,961 | $2,240 | $19,914 | $4,979 | $128,447 | $32,112 | $0 | $0 |
| ROBERT BARIL | ||||||||||||||
| UNION TRUSTEE (P) | $0 | $123,947 | $0 | $0 | $0 | $0 | $0 | $10,767 | $0 | $25,335 | $0 | $160,049 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 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 12C | EACH TRUSTEE MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY A) HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS 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 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 XII, LINE 2C: | NEW ENGLAND HEALTH CARE EPLOYEES WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDPENDENT 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | ||||||||
| 77 HUTSHOPE AVE | HARTFORD | CT | 06106 | 223071963 | PENSION FUND | CT | 401(A) | 0 |
| NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU | ||||||||
| 77 HUTSHOPE AVE | HARTFORD | CT | 06106 | 060991885 | LABOR UNION | CT | 501(C)(5) | 0 |
| NEW ENGLAND HEALTH CARE EMPLOYEES UNION & CT NURSING TRAING & UPGRADING FUN | ||||||||
| 77 HUTSHOPE AVE | HARTFORD | CT | 06106 | 061163056 | VEBA | CT | 501(C)(9) | 0 |
| WOMENS & INFANTS HOSPITAL OF RI | ||||||||
| 050258937 | 0 | |||||||
| WATERBURY HOSIPITAL | ||||||||
| 060665979 | 0 | |||||||
| ST FRANCIS - MOUNT SINAI | ||||||||
| 060646813 | 0 | |||||||
| ST MARY'S HOME | ||||||||
| 060646843 | 0 | |||||||
| NATCHAUG HOSPITAL | ||||||||
| 060966963 | 0 | |||||||
| CHURCH HOMES | ||||||||
| 060763898 | 0 | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (51 entries)
| 60 WEST ICARE |
| ADVANCE NURSING REHAB CENTER |
| AVERY HEIGHTSCHURCH HOMES INC |
| AUTUMN HEALTHCARE AT NORWALK |
| AUTUMN HEALTHCARE AT NORWALK - LPN'S |
| BIDWELL CARE CENTER |
| C & W FACILITY |
| CASSENA OF NORWALK |
| CHELSEA PLACE |
| COLONIAL HEALTH & REHAB |
| COMMUNITY HEALTH RESOURCES |
| COMPASS- WATERBURY HOSPITAL |
| FARMINGTON CARE CENTER |
| GENERATIONS FAMILY HEALTH CENTER |
| HARRINGTON COURT-COMPLETECARE |
| HCSG-60 WEST 2 REPORTS |
| HCSG-BIDWELL CARE CENTER |
| HCSG- WESTSIDE CARE CENTER |
| HCSG- FARMINGTON CARE CENTER |
| HCSG-MERIDEN CARE CENTER |
| HCSG-AVERY CHURCH HOMES |
| HCSG-HARRINGTON COURT |
| HCSG-PARKVILLE |
| JACC OF DANIELSON |
| MERIDEN CARE CENTER |
| NATCHAUG HOSPITAL |
| NEHCE -TRAINING FUND |
| NEHCE - EMPLOYEE UNION - 1199 |
| NEHCE-EMPLOYEE UNION 1199 RI |
| NEHCE - WELFARE FUND |
| NEW ENGLAND RESIDENTIAL SERVICES - NERS |
| NORTHEAST DEPT OF HEALTH |
| OPCO ST CAMILLUS |
| ORANGE HEALTH CARE |
| PARKVILLE |
| SOUTHPORT CENTER |
| SOUTHPORT CENTER-LPN'S |
| NEW HAVEN CENTER |
| TORRINGTON CENTER |
| WATERBURY CENTER |
| WEST HAVEN CENTER |
| ST FRANCIS HOSPITAL - MOUNT SINAI |
| ST MARY'S HOME INC |
| STAMFORD HOSPITALSODEXO |
| TRINITY HILL |
| UNIVERSITY OF BRIDGEPORT SODEXO |
| WATERBURY HOSPITAL (2) |
| WESTSIDE CARE CENTER |
| WINTONBURY |
| WOMEN & INFANTS |
| YOUTH CONTINUUM |
| 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 | Yes (1) | 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU | ||
| K | $98,550 | FMV |
| NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN | ||
| Q | $979,599 | FMV |
| NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU | ||
| Q | $943,584 | FMV |
| NEW ENGLAND HEALTH CARE EMPLOYEES UNION & CT NURSING TRAING & UPGRADING FUN | ||
| Q | $164,697 | FMV |