2021-09-28T12:23:17-05:00 2020-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2020-01-01 061188411 NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND NEWE 8607281100 77 HUYSHOPE AVENUE 2ND FLOOR HARTFORD CT 06106 SUZANNE CLARK TRUSTEE 8607281100 2021-09-28 1 SUZANNE CLARK 999009999 LOUIS VERZELLA CPA P00360279 6106689400 2021-09-28 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUZANNE CLARK 77 HUYSHOPE AVENUE 2ND FLOOR HARTFORD CT 06106 66441595 0 X NEHCWELFAREPENSIONFUNDS.ORG X 1986 CT PROVIDE HEALTH & WELFARE BENEFITS 9 0 24 0 0 0 0 0 49214516 49125128 1215726 915521 3046359 1098549 53476601 51139198 0 0 52799301 46098459 1303335 1274603 0 0 0 2900720 2928518 57003356 50301580 -3526755 837618 27797688 34012141 6803681 11555812 20994007 22456329 PROVIDE HEALTH & WELFARE BENEFITS 0 0 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. 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 91 0 24 1 0 0 0 0 0 0 0 0 X 9 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NE HEALTH CARE EMPLOYEES WEL 8607281100 77 HUYSHOPE AVE HARTFORD CT 06106 NATALIE COOK MANAGEMENT TRUSTEE 2.00 X 0 0 0 ALMENA THOMPSON UNION TRUSTEE 2.00 X 0 105921 30435 LAURIE BOUCHARD MANAGEMENT TRUSTEE 2.00 X 0 0 0 SUZANNE CLARK UNION TRUSTEE 2.00 X 0 107106 30773 STUART ROSENBERG MANAGEMENT TRUSTEE (P) 2.00 X 0 0 0 BRENDA MORRISETTE UNION TRUSTEE 2.00 X 0 0 0 DAVID PICKUS UNION TRUSTEE 2.00 X 0 61166 17432 ROBERT BARIL UNION TRUSTEE 2.00 X 0 116977 33606 CHRISTINA JOHNK MANAGEMENT TRUSTEE (P) 2.00 X 0 0 0 PATRICK QUINN UNION TRUSTEE 2.00 X 0 100446 28859 ARNOLD AVILA MANAGEMENT TRUSTEE 2.00 X 0 0 0 DEBORAH PALMIERI EXECUTIVE DIRECTOR 37.00 3.00 X 111290 9677 34476 CHARLES RUBEOR FUND EMPLOYEE 32.00 8.00 X 91758 22939 32688 203048 524232 208269 1 0 1 0 ANTHEM HEALTH PLANS 108 LEIGUS ROAD WALLINGFORD CT 06492 PPO; CLAIM REPRICING 1639943 BASYS INC 3700 KOPPERS ST 400 BALTIMORE MD 21227 CLAIMS PROCESSING 176068 MILLIMAN USA 250 WASHINGTON AVE EXT ALBANY NY 12203 ACTUARY/CONSULTANT 167500 DELTA DENTAL 1639 ROUTE 10 PARSIPPANY NJ 07054 3RD PARTY ADMINSTRA 139615 LAW FIRM OF JOHN CREANE 92 CHERRY STREET MILFORD CT 06460 ATTORNEY 113501 5 EMPLOYER CONTRIBUTIONS 623000 48639470 48639470 EMPLOYEE CONTRIBUTIONS 623000 485658 485658 49125128 388772 388772 15829146 15302397 526749 526749 526749 BENEFITS RECOVERED 623000 933028 933028 MEDICARE SUBSIDY REBATE 623000 105800 105800 INT. ON EMPLOYER CONTR. 623000 56705 56705 3016 3016 1098549 51139198 50163956 0 975242 46098459 143007 807019 74448 174358 75771 113501 67879 76498 1977962 236900 219192 69847 378 468 19323 44987 DUES ASSESSMENT 75553 PATIENT RESEARCH FEE 20775 PROPERTY TAX 5255 50301580 648040 838827 900000 9736533 4640249 4243557 38843 43702 660261 630605 34141 29656 15853924 13348190 3712695 4532601 1969796 1239075 27797688 34012141 138733 61320 6664948 11494492 6803681 11555812 X 0 0 0 0 20994007 22456329 20994007 22456329 27797688 34012141 837618 624704 0 X X 0 1 X 0 0 14670 7006 7664 43071 23028 20043 602520 600571 1949 29656 COMMON TRUST FUND 4221637 F INVESTMENTS ON LOAN 310964 F 4532601 CLAIMS PAYABLE 849875 CLAIMS INCURRED BUT NOT REPORTED 10320125 DUE TO BROKER 6479 OBLIGATION TO REFUND CASH 318013 11494492 X 51687404 624704 624704 51062700 76498 76498 51139198 0 0 0 0 0 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 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATION 0 0 0 DEBORAH PALMIERI EXECUTIVE DIRECTOR 111290 9677 0 0 0 0 9460 823 22258 1935 143008 12435 0 0 ROBERT BARIL UNION TRUSTEE 0 116977 0 0 0 0 0 10023 0 23583 0 150583 0 0 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. 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 60 WEST ADVANCED NURSING & REHAB AUTUMN HEALTH CARE OF NORWALK BIDWELL CARE CENTER BIRMINGHAM (SPECTRUM NURSES) BIRMINGHAM (SPECTRUM S & M) C & W (DTZUGL UNIV BRIDGEPORT) CESSENA OF NORWALK CASSENA OF STAMFORD CHELSEA PLACE COLONIAL HEALTHVILLAGE MANOR COMMUNITY HEALTH RESOURCES COMPASS WATERBURY HOSPITAL FARMINGTON CARE CENTER GENERATIONS FAMILY HARRINGTON COURT HCSG 60 WEST HCSG - ST CAMILLUS HCSG - BIDWELL HCSG - FARMINGTON HCSG - MERIDEN CARE CENTER HCSG - WESTSIDE CARE CENTER HCSG - CHURCH HOMES HCSG - HARRINGTON COURT HCSG - BIRMINGHAM HCSG - PARK PLACE JACC HEALTHCARE OF DANIELSON JACC HEALTHCARE OF NORWICH MERIDEN CARE CENTER NE RESIDENTIAL NORTHEAST DISTRICT DEPT OF HEALTH OAK HILL ORANGE HEALTHCARE CENTER PARK PLACE REGALCARE (PARADIGM) NEW HAVEN REGALCARE OF GREENWICH (FAIRVIEW HEALTH OF GREENWICH) REGALCARE OF SOUTHPORT (FAIRVIEW HEALTH OF SOUTHPORT) REGALCARE (PARADIGM) TORRINGTON REGALCARE (PARADIGM) WATERBURY REGALCARE (PARADIGM) WEST HAVEN ROSEGARDEN SAINT FRANCIS - MOUNT SINAI SODEXHO STAMFORD HOSPITAL SODEXHO UNIVERSITY OF BRIDGEPORT ST CAMILLUS CARE & REHAB COMPASSSODEXHO WATERBURY HOSPITAL TRINITY HILL UNITED SERVICE WESTSIDE CARE CENTER WINTONBURY CONTINUOUS CARE YOUTH CONTINUUM 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 NEW ENGLAND HEALTH CARE EMPLOYEES UNION DISTRICT 1199 SEIU K 104249 FMV NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN Q 852904 FMV