2023-10-10T14:53:10-05:00 2022-12-31 362131790 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 060860627 NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND NEWE 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 BRIAN T MURPHY TRUSTEE 2032697741 2023-10-10 1 BRIAN MURPHY 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-10-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN T MURPHY 900 S MAIN STREET MANSFIELD MA 02048 99292988 0 X N/A X 1977 CT TO PROVIDE HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS OF THE PLAN. 12 6 0 0 0 0 0 0 84877090 88969669 574085 574958 191 207 85451366 89544834 0 0 72622556 75307560 0 0 0 0 0 4286988 4528793 76909544 79836353 8541822 9708481 86422149 93584740 1112985 2734988 85309164 90849752 TO PROVIDE HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS OF THE PLAN. 0 0 HEALTH AND WELFARE PAYMENTS FOR MEMBERS BENEFITS. A TOTAL OF APPROXIMATELY 4,362 PERSONS WERE PARTICIPANTS IN OR BENEFICIARY OF THE PLAN DURING THE YEAR. 0 0 0 0 0 0 0 0 0 0 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 X 0 0 0 0 0 0 0 0 0 0 0 X 12 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 2032697741 PO BOX 5817 WALLINGFORD CT 06492 DANIEL D'ALMA UNION TRUSTEE 2.00 40.00 X 0 112388 43200 LAWRENCE F EAGAN EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 MICHAEL R MOCONYI EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 BRIAN T MURPHY UNION TRUSTEE 2.00 40.00 X 0 188544 76691 TOM ADAMSON EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JESSICA O'NEILL EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 MICHAEL TREADWELL UNION TRUSTEE 2.00 40.00 X 0 193877 72331 MICHAEL GILCHRIST EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 WILLIAM MORIARTY UNION TRUSTEE (P) 2.00 40.00 X 0 80325 33562 DANIEL W MCINERNEY UNION TRUSTEE 2.00 40.00 X 0 128762 69042 DOUGLAS NELSON UNION TRUSTEE 2.00 40.00 X 0 112994 49300 SPENCER A MARKS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 MICHAEL NEALY UNION TRUSTEE 2.00 40.00 X 0 62276 30191 0 879166 374317 0 0 1 0 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 CLAIMS ADMINISTRATION AND THIRD PARTY AD 1892209 ANTHEM BC BS OF CONNETICUT 307 BASSETT ROAD NORTH HAVEN CT 06473 CLAIMS ADMINISTRATION 1487130 ZELIS 2 CROSSROADS DRIVE BEDMINISTER NJ 07921 CLAIMS ADMINISTRATION 275303 ROBERT M CHEVERIE & ASSOCIATES PC 333 E RIVER DRIVE SUITE 101 EAST HARTFORD CT 06108 LEGAL 144508 LOWER HUDSON VALLEY EAP 3505 HILL BLVD - SUITE A YORKTOWN HTS NY 10598 EMPLOYEES ASSISTANCE PROGRAM 127057 5 EMPLOYER CONTRIBUTIONS 525100 82285667 82285667 PARTICIPANT CONTRIBUTIONS 525100 6684002 6684002 88969669 1003456 1003456 9319656 9748154 -428498 -428498 -428498 MISCELLANEOUS 900099 207 207 207 89544834 88969669 0 575165 75307560 2167512 144508 58080 102220 1911588 88069 4338 21714 7837 FEES MANDATED BY ACA 22927 79836353 2145714 1911342 21284106 30097160 13889205 17069973 49103124 44506265 86422149 93584740 668524 2204205 444461 530783 1112985 2734988 X 2984801 2984801 0 0 82324363 87864951 85309164 90849752 86422149 93584740 9708481 -4167893 0 X X 0 1 X 1 0 0 ESCROW LIABILITY 98874 PREPAID SELF-PAY CONTRIBUTIONS 172083 TRANSFER WITHDRAW PAYABLE 259826 530783 X 85274721 -4167893 -4167893 89442614 102220 102220 89544834 79734133 0 79734133 102220 102220 79836353 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 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. 0 0 0 MICHAEL TREADWELL UNION TRUSTEE 0 193877 0 0 0 0 0 52367 0 19964 0 266208 0 0 BRIAN T MURPHY UNION TRUSTEE 0 188544 0 0 0 0 0 49886 0 26805 0 265235 0 0 DANIEL W MCINERNEY UNION TRUSTEE 0 128762 0 0 0 0 0 42989 0 26053 0 197804 0 0 DOUGLAS NELSON UNION TRUSTEE 0 112994 0 0 0 0 0 28862 0 20438 0 162294 0 0 DANIEL D'ALMA UNION TRUSTEE 0 112388 0 0 0 0 0 23200 0 20000 0 155588 0 0 FORM 990, PART V, LINE 1A: NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND PAYS VACATION BENEFITS TO ELIGIBLE FUND PARTICIPANTS. FOR THE TAX PERIOD ENDING 12/31/2020 THE FUND ISSUED 2,162 FORMS W-2. THE FUND ALSO FILED ALL REQUIRED EMPLOYMENT TAX RETURNS. FORM 990, PART VI, SECTION A, LINE 8B NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S FORM 990 IS PROVIDED TO THE THIRD PARTY ADMINISTRATOR AND LEGAL COUNSEL AND REVIEWED. AFTER THEIR REVIEW, A COPY IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON AN AS REQUESTED BASIS. FORM 990, PART XII, LINE 1: NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S FINANCIAL STATEMENTS ARE PREPARED USING THE ACCRUAL BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST PO BOX 5817 WALLINGFORD CT 06492 060962207 PENSION FUND CT 401(A)/501(A) 0 IBEW LOCAL UNION 7 185 INDUSTRY AVENUE SPRINGFIELD MA 01104 501(C)(5) IBEW LOCAL 223 GENERAL FUND 475 MYLES STANDISH BLVD TAUNTON MA 02780 501(C)(5) IBEW LU 223 JATC 475 MYLES STANDISH BLVD TAUNTON MA 02780 501(C)(3) IBEW LOCAL 7 JATC 185 INDUSTRY AVENUE SPRINGFIELD MA 01104 501(C)(3) IBEW L U NO 488 721 MAIN STREET MONROE CT 06468 501(C)(5) CONN CHAPTER NECA INC 101 CENTERPOINT DRIVE MIDDLETOWN CT 06457 501(C)(6) IBEW LOCAL 104 900 S MAIN STREET MANSFIELD MA 02048 501(C)(5) IBEW LOCAL 488 JATC JOINT APPREN TRAINING MONROE CT 06468 501(C)(5) IBEW LOCAL 42 20 CRAFTSMAN ROAD EAST WINDSOR CT 06088 501(C)(5) UNION LOCAL 35 208 MURPHY ROAD HARTFORD CT 06114 501(C)(5) OSHE LOCAL 104 130 WEST STREET WALPOLE MA 02081 501(C)(5) OSHE FUND LOCAL 42 20 CRAFTSMAN ROAD EAST WINDSOR CT 06088 501(C)(9) NORTHEASTERN JOINT APPRENTICESHIP & TRAINING 1513 BEN FRANKLIN 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