2022-05-10T13:41:41-05:00 2021-06-30 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2020-07-01 060689974 LOCAL 191 HEALTH SERVICE AND INSURANCE PLAN LOCA 2033665849 1139 FAIRFIELD AVENUE BRIDGEPORT CT 06605 ROBERT DIGIROLAMO UNION TRUSTEE 2303665849 2022-05-09 1 ROBERT DIGIROLAMO 999009999 DANA HARVEY P01452206 2033877771 2022-05-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT DIGIROLAMO 1139 FAIRFIELD AVENUE BRIDGEPORT CT 06605 42629530 0 X N/A X 1954 CT SELF-INSURED HEALTH BENEFIT PLAN 4 4 3 0 0 0 0 0 24809898 27511305 1951424 6217397 3920 4661 26765242 33733363 0 0 20360714 21645877 403975 417101 0 0 0 1811509 1654899 22576198 23717877 4189044 10015486 84870900 108559621 2515472 2756259 82355428 105803362 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 EMPLOYER TRUSTEE 2.00 X 0 0 0 ED ROONEY UNION TRUSTEE 4.00 55.00 X 0 141756 55021 FORREST HARVEY EMPLOYER TRUSTEE 2.00 X 0 0 0 ROBERT DIGIROLAMO UNION TRUSTEE 4.00 55.00 X 0 129841 55496 0 271597 110517 0 0 1 0 ANTHEM BLUE CROSS BLUE SHEILD 1351 WM HOWARD TAFT RD CINCINNATI OH 45206 REPRICING AND ADMIN FEES 484992 MORGAN STANLEY TWO JERICHO PLAZA JERICHO NY 11753 INVESTMENT CONSULTING 133583 2 EMPLOYER CONTRIBUTIONS 900099 27152266 27152266 SPECIAL RETIREE CONTRIBUTION 900099 249880 249880 COBRA CONTRIBUTIONS 900099 51899 51899 AFFILIATED RENTAL INCOME 900099 49896 49896 PAYROLL AUDIT CONTRIBUTIONS 900099 7364 7364 27511305 874702 874702 14238862 8896167 5342695 5342695 5342695 REFUNDS & REIMBURSMENTS 900099 4661 4661 4661 33733363 27515966 0 6217397 X 21645877 228286 96325 73245 19245 28300 206068 1217029 24549 82733 60 22541 41281 REPAIRS & MAINTENANCE 32338 23717877 172882 136919 14654808 17767648 2034987 2523406 13944 32486 3435207 3204117 253631 231090 66556609 87300034 1184039 568038 84870900 108559621 18327 19623 2497145 2736636 2515472 2756259 X 0 0 0 0 82355428 105803362 82355428 105803362 84870900 108559621 10015486 13432448 0 X X 0 1 X 1 0 40000 40000 2924521 2847664 76857 470686 356453 114233 231090 HEALTH CLAIMS PAYABLE; HEALTH CLAIMS INCURRED BUT UNREPORTED 2154100 ACCUMULATED ELIGIBILITY CREDITS 558256 SEVERANCE PAYABLE 24280 2736636 X 46959743 13432448 13432448 33527295 206068 206068 33733363 23273010 1 1 23273009 206068 238800 444868 23717877 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, 2017 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS. FORM 990, SCH D, PART XII, LINE 2E CHANGE IN BENEFIT OBLIGATIONS. 1 0 0 ED ROONEY UNION TRUSTEE 0 138373 0 0 0 3383 0 30853 0 24168 0 196777 0 0 ROBERT DIGIROLAMO UNION TRUSTEE 0 127160 0 0 0 2681 0 31490 0 24006 0 185337 0 0 PART I, LINE 4A EDWIN ROONEY RETIRED FROM HIS POSITON OF SECRETARY-TREASURER OF THE LOCAL UNION ON 7/31/2020. THE LOCAL UNION PROVIDES A SEVERANCE BENEFIT BASED ON YEARS OF SERVICE. THE AMOUNT OF SEVERANCE THAT WAS INCLUDED IN WAGES REPORTED IN SECTION VII AMOUNTED TO $28,000. 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 707,840. REPRICING & ADMIN FEES 509,189. 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 707840 CASH VALUE