2025-06-30T15:07:40-05:00 2024-11-30 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-12-01 046063733 HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEW HEAL 6172885999 256 FREEPORT STREET BOSTON MA 02122 MICHAEL P DONOVAN FUND ADMINISTRATOR 6172885999 2025-06-27 1 0 JEANNIE MICKEL P01058630 9789751099 2023 2025-03-06 01:10:19Z MICHAEL P DONOVAN 256 FREEPORT STREET BOSTON MA 02122 346334657 0 X WWW.TRUSTFUNDS103.COM X 1953 MA THE HEALTH BENEFIT PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, PHARMACEUTICAL, SURGICAL, DENTAL,VISION, DISABILITY, FERTILITY, PARENTAL LEAVE, AND DEATH BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN. 8 8 23 0 0 0 0 0 145133299 136908207 7896136 23176522 1626000 1993000 154655435 162077729 0 0 153149191 162841038 2677310 2847615 0 0 0 2688690 2860940 158515191 168549593 -3859756 -6471864 468434698 500306674 25181941 38921463 443252757 461385211 THE HEALTH BENEFIT PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, PHARMACEUTICAL, SURGICAL, DENTAL,VISION, DISABILITY, FERTILITY, PARENTAL LEAVE, AND DEATH BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN. 0 0 THE HEALTH BENEFIT PLAN PROVIDES FOR ACCIDENT, HOSPITAL, MEDICAL, PHARMACEUTICAL, SURGICAL, DENTAL,VISION, DISABILITY, FERTILITY, PARENTAL LEAVE, AND DEATH BENEFITS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN. 0 0 0 0 0 0 0 0 0 1 1 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 1 191 0 1 23 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 X MICHAEL P DONOVAN 6172885999 256 FREEPORT STREET 2ND FLOOR BOSTON MA 02122 LOUIS J ANTONELLIS TRUSTEE 1.00 X 0 0 0 RICHARD ANTONELLIS JR TRUSTEE 1.00 X 0 0 0 ROBERT S SHEEHAN JR TRUSTEE 1.00 X 0 0 0 RENEELEONA DOZIER TRUSTEE 1.00 X 0 0 0 WILLIAM E WEBER JR TRUSTEE 1.00 X 0 0 0 KRISTEN E GOWIN TRUSTEE 1.00 X 0 0 0 KATHLEEN E GUINEE TRUSTEE 1.00 X 0 0 0 JOHN MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 MICHAEL P DONOVAN FUND ADMINISTRATOR 29.00 26.00 X 289422 0 72776 JOSHUA H WOOD CONTROLLER 13.00 27.00 X 154990 0 59843 LAUREN E BRONSKE REMIT./ELIG. SUPERVISOR 22.00 18.00 X 109784 0 59280 VERONICA MULKERN H & W SUPERVISOR 39.00 1.00 X 110237 0 59286 664433 0 251185 4 0 1 0 BLUE CROSS BLUE SHIELD 401 PARK DRIVE BOSTON MA 02215 HEALTH CLAIMS ADMINISTRATION 3053478 ASMED HEALTH LLC 1800 SE 3RD AVE FORT LAUDERDALE FL 33316 HEALTH CARE CONSULTANTS 982990 DELTA DENTAL 46 MEDFORD STREET BOSTON MA 02129 HEALTH CARE ADMINISTRATION 414053 LOOMIS SAYLES ONE FINANCIAL CENTER BOSTON MA 02111 INVESTMENT MANAGEMENT 375710 MODERN ASSISTANCE 1458 HANCOCK STREET QUINCY MA 02169 HEALTH CARE ADMINISTRATION 352759 11 EMPLOYER CONTRIBUTIONS 131873645 131873645 PARTICIPANT SELF-PAYMENTS 5034562 5034562 136908207 12843428 12843428 194590022 184256928 10333094 10333094 10333094 ADMIN EXPENSE REIMBURSEMENTS 1993000 1993000 1993000 162077729 149234301 0 12843428 162841038 314797 1435285 370942 586133 140458 183921 43775 889109 236800 152283 321895 43996 54980 101443 REPAIRS & MAINTENANCE 442620 POSTAGE 198108 PRINTING 53190 EQUIPMENT LEASES 52424 86396 168549593 17396873 39443920 16789587 9651263 12450717 10262636 94659 290100 1547183 841008 761156 706175 272157580 302794347 142455906 133123549 6328220 4034684 468434698 500306674 192815 167227 24989126 38754236 25181941 38921463 X 443252757 461385211 443252757 461385211 468434698 500306674 -6471864 24604318 0 X X 0 1 X 1 0 880150 270415 609735 605494 521361 84133 61539 49232 12307 706175 BGO DIVERSIFIED US PROPERTY FUND LP-CLASS B 38206032 F UNION LABOR RUSSELL 3000 INDEX SL CTF 94917517 F 133123549 DUE TO INVESTMENT ACQUISITIONS 464520 CONTRACTOR DEPOSITS 330524 DUE TO RELATED PARTIES 22496835 BENEFITS CLAIMS PAYABLE 15297691 RIGHT-OF-USE FINANCE LEASE LIABILITY 113168 RIGHT-OF-USE OPERATING LEASE LIABILITY 51498 38754236 X 185792938 24604318 24604318 161188620 889109 889109 162077729 170652549 0 170652549 889109 -2992065 -2102956 168549593 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET CHANGE IN BENEFITS PAYABLE -2,992,065. X X X 0 0 0 MICHAEL P DONOVAN FUND ADMINISTRATOR 289422 0 0 0 0 0 50312 0 22464 0 362198 0 0 0 JOSHUA H WOOD CONTROLLER 154990 0 0 0 0 0 37379 0 22464 0 214833 0 0 0 VERONICA MULKERN H & W SUPERVISOR 110237 0 0 0 0 0 36822 0 22464 0 169523 0 0 0 LAUREN E BRONSKE REMIT./ELIG. SUPERVISOR 109784 0 0 0 0 0 36816 0 22464 0 169064 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT VERSION OF THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR, WHO THEN APPROVES THE FINAL COPY FOR FILING. THE BOARD OF TRUSTEES PROVIDES THE FUND ADMINISTRATOR WITH AUTHORIZATION TO APPROVE THE FINAL COPY ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH ERISA FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S OFFICERS IS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR. 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