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PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND (EIN 04-2150983)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-04-13
IRS object ID
202101039349301410
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-04-13T16:30:40-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042150983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAINTERS DISTRICT COUNCIL NO 35BusinessNameLine1Txt
Business Name Line2HEALTH BENEFITS FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAINBusinessNameControlTxt
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY P SULLIVANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175241240PhoneNum
Signature2021-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2021-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM MCDEVITTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$91,288,855GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$30,759,967PYProgramServiceRevenueAmt
CY Program Service Revenue$27,705,543CYProgramServiceRevenueAmt
PY Investment Income$1,269,095PYInvestmentIncomeAmt
CY Investment Income$1,227,483CYInvestmentIncomeAmt
PY Other Revenue$14,994PYOtherRevenueAmt
CY Other Revenue$44,573CYOtherRevenueAmt
PY Total Revenue$32,044,056PYTotalRevenueAmt
CY Total Revenue$28,977,599CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$29,238,019PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$34,439,939CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$548,334PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$568,565CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,905,468PYOtherExpensesAmt
CY Other Expenses$2,306,360CYOtherExpensesAmt
PY Total Expenses$31,691,821PYTotalExpensesAmt
CY Total Expenses$37,314,864CYTotalExpensesAmt
PY Revenues Less Expenses$352,235PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$8,337,265CYRevenuesLessExpensesAmt
Total Assets BOY$121,094,885TotalAssetsBOYAmt
Total Assets EOY$114,339,629TotalAssetsEOYAmt
Total Liabilities BOY$45,237TotalLiabilitiesBOYAmt
Total Liabilities EOY$54,664TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$121,049,648NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$114,284,965NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1683IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM MCDEVITTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFFREY SULLIVAN
TRUSTEE2.0040.00Yes (X)$0$186,587$86,185
PAUL CANNING
TRUSTEE2.0040.00Yes (X)$0$172,292$84,255
JOSEPH GUARINO
TRUSTEE2.0040.00Yes (X)$0$163,753$83,103
CHARLES FOGELL
TRUSTEE2.0040.00Yes (X)$0$172,797$84,324
JOSEPH ITRI
TRUSTEE2.0040.00Yes (X)$0$158,327$82,370
JOHN FERRANTE
TRUSTEE2.00Yes (X)$0$0$0
MARK KENNEDY
TRUSTEE2.00Yes (X)$0$0$0
MATTHEW SOEP
TRUSTEE2.00Yes (X)$0$0$0
THOMAS STEEVES
TRUSTEE2.00Yes (X)$0$0$0
PETER TOWNSEND
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM LEGRAND
TRUSTEE2.0040.00Yes (X)$0$158,714$82,422
LAURENCE MILLER
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM MCDEVITT
FUND ADMINISTRATOR19.0021.00$90,321$95,908$60,996Yes (X)
DEBORAH COTTER
ASST. FUND ADMINISTRATOR19.0021.00$64,119$68,085$60,996Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$154,440TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,176,463TotReportableCompRltdOrgAmt
Total Other Compensation$624,651TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TUFTS BENEFIT ADMINISTRATORS
225 CHAPMAN STREET SUITE 301PROVIDENCERI02905BENEFITS ADMINISTRATION$949,772
THE SEGAL COMPANY
116 HUNTINGTON AVE 8TH FLRBOSTONMA02116ACTUARIAL$179,226
DELTA DENTAL
465 MEDFORD STREETBOSTONMA02129CLAIMS PROCESSING$179,216
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$27,569,270$27,569,270
PARTICIPANT CONTRIBUTIONS900099$136,273$136,273
FieldValueIRS element (for citing)
Total Program Service Revenue$27,705,543TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,576,740TotalRevenueColumnAmt
Exclusion$1,576,740ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$61,961,999SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$62,311,256SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$349,257SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$349,257TotalRevenueColumnAmt
Exclusion-$349,257ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$44,573TotalRevenueColumnAmt
Exclusion$44,573ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$44,573OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,977,599TotalRevenueColumnAmt
Related Or Exempt Func Income$27,705,543RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,272,056ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$34,439,939TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$124,559TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$238,776TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$141,507TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,179TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,544TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$40,801TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$66,459TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$288,222TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,393,556TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$87,567TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$61,595TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,880TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20,792TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,750TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MASSACHUSETTS SURCHARGE$269,605
FEES MANDATED BY THE AC$14,734
ALLOCATED DEPRECIATION$10,528
EMPLOYEE EXPENSES$2,871

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,314,864TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,475,634BOYAmt
EOY$3,293,840EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,952,799BOYAmt
EOY$3,538,453EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$125BOYAmt
EOY$500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$148,586LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$148,586LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,978,033BOYAmt
EOY$32,137,700EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$78,496,394BOYAmt
EOY$75,177,236EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$191,900BOYAmt
EOY$191,900EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$121,094,885BOYAmt
EOY$114,339,629EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,237BOYAmt
EOY$54,664EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,237BOYAmt
EOY$54,664EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$121,049,648BOYAmt
EOY$114,284,965EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$121,049,648BOYAmt
EOY$114,284,965EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$121,094,885BOYAmt
EOY$114,339,629EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$8,337,265ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,572,582NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$148,586OtherCostOrOtherBasisAmt
Depreciation$148,586DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
103-12 INVESTMENT ENTITIES$13,257,806F
HOUSING INVESTMENT TRUST, AFL-CIO$6,155,144F
LIMITED PARTNERSHIPS$11,197,074F
COMMON COLLECTIVE TRUSTS$39,248,906F
POOLED SEPARATE ACCOUNT$5,318,306F
FieldValueIRS element (for citing)
Total Book Value Securities$75,177,236TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$30,217,386TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,572,582NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,572,582RevenueNotReportedAmt
Revenue Subtotal$28,644,804RevenueSubtotalAmt
Investment Expenses Not Incld$288,222InvestmentExpensesNotIncldAmt
Other Revenues Not Included$44,573OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$332,795RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,977,599TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,982,069TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$36,982,069ExpensesSubtotalAmt
Investment Expenses Not Incld2$288,222InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$44,573OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$332,795ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,314,864TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:OTHER INCOME 44,573.
PART XII, LINE 4B - OTHER ADJUSTMENTS:OTHER INCOME 44,573.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY SULLIVAN
TRUSTEE$0$186,587$0$0$0$0$0$69,181$0$17,004$0$272,772$0$0
PAUL CANNING
TRUSTEE$0$172,292$0$0$0$0$0$67,251$0$17,004$0$256,547$0$0
JOSEPH GUARINO
TRUSTEE$0$163,753$0$0$0$0$0$66,099$0$17,004$0$246,856$0$0
CHARLES FOGELL
TRUSTEE$0$172,797$0$0$0$0$0$67,320$0$17,004$0$257,121$0$0
JOSEPH ITRI
TRUSTEE$0$158,327$0$0$0$0$0$65,366$0$17,004$0$240,697$0$0
WILLIAM LEGRAND
TRUSTEE$0$158,714$0$0$0$0$0$65,418$0$17,004$0$241,136$0$0
WILLIAM MCDEVITT
FUND ADMINISTRATOR$90,321$95,908$0$0$0$0$21,336$22,656$8,247$8,757$119,904$127,321$0$0
DEBORAH COTTER
ASST. FUND ADMINISTRATOR$64,119$68,085$0$0$0$0$21,336$22,656$8,247$8,757$93,702$99,498$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINES 2A & 2BORGANIZATION ISSUED 12 FORMS W-2 IN 2019 FOR TAXABLE BENEFITS.
FORM 990, PART VI, SECTION B, LINE 11BTHE PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE ADMINISTRATOR FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 15BWITH APPROVAL OF BOARD OF DIRECTORS
FORM 990, PART VI, SECTION C, LINE 19PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTING THE INDEPENDENT ACCOUNTANT WHO CONDUCTS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 PENSION FUND
25 COLGATE ROADROSLINDALEMA02131046043807PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 ANNUITY FUND
25 COLGATE ROADROSLINDALEMA02131222489316PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL #35
25 COLGATE ROADROSLINDALEMA02131041699540LABOR UNIONMA501(C)(5)0
FINISHING TRADES INSTITUTE OF NEW ENGLAND
25 COLGATE ROADROSLINDALEMA02131046192794TRAINING FUNDMA501(C)(3)0170(B)(1)(A)(II)
MBTA
10 PARK PLAZA STE 3910BOSTONMA02116LOCAL GOVTMA0
BOSTON HOUSING AUTHORITY
52 CHAUNCY STBOSTONMA02111CITY GOVTMA0
LOWELL HOUSING AUTHORITY
350 MOODY STLOWELLMA01854LOCAL GOVTMA0
MASSACHUSETTS BUILDING TRADES COUNCIL
35 HIGHLAND AVEMALDENMA02148237009626LABOR UNIONMA501(C)(5)0
COMMUNITY LABOR UNITED
6 BEACON STBOSTONMA02108203404034CHARITYABLE ORGMA501(C)(3)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (147 entries)

4 SEASONS PROPERTY MANAGEMENT
A & A WINDOW
ACK PAINTING LLC
AAA SIGNAGE
ABSOLUTE FINISHING SYSTEMS LLC
ALL SET SERVICES LLC
ALLIANCE GLASS CO
ALLIED PAINTING INC
ALPHA CONTRACTING INC
ALUMINUM & GLASS CON
AMERICAN BENCH CRAFT
AMERICAN GREEN BUILD
AMSTAR OF WESTERN NE
ANGELINI PLASTERING
ASSURED GLASS & ALUMINUM
ATACCON LLC
ATLAS PAINTING AND S
ATSALIS BROS PAINTIN
AUSTIN HOULIHAN PAIN
BACK BAY SIGN COMPAN
BEANTOWN USA
BEDROCK FINISHING LLC
BELLO PAINTING CO
BENSON INDUSTRIES INC
BEST PAINT CORP
BHI ENERGY SPECIALTY
BLAST ALL INC
BOSTON BUILDERS INC
BOSTON PAINT COMPANY
BOUCHARD PAINTING CO
BRIAN T MALONE COMP
CAPEWAY INTERIORS I
CARDINAL WINDOW SYST
CAUSEWAY CONTRACTING
CENTURY DRYWALL INC
CHAMPION PAINTING SP
CHANDLER ARCHITECURAL PRODUCTS
CHERRY HILL GLASS CO
CHEVIOT CORP
COASTAL GLASS & ALUMINUM
COLONY DRYWALL INC
CONN ACOUSTICS INC
CONNECTICUT DRYWALL
CREATIVE SIGNS INC
CUSTOM DRYWALL
CUSTOM GLASS & ALUMI
D&W CONSTRUCTION LLC
DEMERS PLATE GLASS C
EMC PAINTING INC
EMR DRYWALL INC
EAST COAST OFFICE IN
EVERGREENE PAINTING
FAZIO CONSTRUCTION CORP
FIRST CHOICE FINISHES
FIRST UNION PROMO LL
FT PAINTING CORP
GENERAL GLASS & MIRROR
H CARR & SONS INC
HIGH RISE CONSOLIDAT
HOULIHAN PAINTING
HUB GLASS CO
INT'L MNGMT FINISHIN
IPSWICH BAY GLASS CO
J&K DRYWALL INC
JACKSON GLASS INC
JENKAT PAINTING
JF WHITE CONTRACTING
JK GLASS
JOHN CANNING & CO
JOHN M KENNEDY COMP
JOHN W EGAN CO INC
JOHNSON & GOGLIA CONTRACTING
JONES LANG LASALLE-HARVARD MED
JPI PAINTING
K & G ENTRANCES
KARAS & KARAS GLASS
KELTIC PAINTING LLC
KIVA SYSTEMS INC
L&L PAINTING CO INC
LAMAR ADVERTISING CO
LANKFORD CONSTRUCTION
LIBERTY CONSTRUCTION
LIBERTY MAINT
ML MCDONALD COMPAN
MASS ACOUSTICS INC
MASSEY'S GLASS & ALUMINUM
MCADAM PAINTING CO
MCCARTNEY INTERIORS
METRO GLASS AND METAL
MICHAEL LAHART PAINT
MIDDLESEX INTERIORS
MIDWEST PRO PAINTING
MODERN GLASS & ALUMINUM
MODERN PROTECTIVE CO
MORRIS PAINTING INC
NEON WILLIAMS
NEW ENGLAND GLASS &
NEW GENERATION PAINT
NUCO PAINTING CORP
OASIS SHOWER DOORS
ODLE INC
ORBIS INC
PS BRUCKEL INC
PAINT SYSTEMS OF NE
PAINTING INDUSTRY LC
PERALTA LLC
PERMASTEELISA CLADDING TECHOL
PORCELAIN PATCH & GLAZE CORP
PRIME COATINGS INC
PRUDENTIAL DOOR & WINDOW
REGLAS PAINTING CO I
REMANUFACTURING AND
RTA INC
SAFESPAN PLATFORM SY
SALEM GLASS CO INC
SAVE-ON-WALL CO IN
S-CEL-O PAINTING LLC
SEAWAY PAINTING LLC
SELECT PAINT AND FIN
SENICES ENTERPRISES
SHAW GLASS CO
SIGN ERECTION & MAIN
SIGNS AND DECAL CORP
SKYLIGHT CONSULTANTS
SKYLINE DRYWALL INC
SKYLINE GLASS & GLAZ
SOEP PAINTING CORPOR
SOUSA & CO PROFESSIO
SOUTH COAST GLASS IN
SOUTHSIDE TEES
STROUT DRYWALL SOLUT
SUNRISE ERECTORS IN
SUPERIOR METAL AND W
SUTTON PAINT LLC
SWEENEY DRYWALL FINISHES CORP
TAVARES LLC
THE AULSON CO INC
TOTAL GLAZING SYSTEM
TOWER MAINTENANCE CO
TRI-STATE CONSTRUCTION
TRISTATE PAINTING INC
TRUST ONE BUILDING INC
US DRYWALL INC
UNION INSTALLATIONS LLC
UNITY CONSTRUCTION INC
WOODS CONSTRUCTION INC
ZAPATA CONSTRUCTION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd