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IRONWORKERS DISTRICT COUNCIL OF NEW ENGLAND HEALTH & WELFARE FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
IRONWORKERS DISTRICT COUNCIL OF NEW ENGLAND HEALTH & WELFARE FUND (EIN 04-2163872)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-12
IRS object ID
202102859349301700
Schema version
2020v4.1
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)
Return2021-10-12T12:18:22-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043508036PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANZI & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1855 TURNPIKE STREETAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042163872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRON WORKERS DISTRICT COUNCIL OFBusinessNameLine1Txt
Business Name Line2NEW ENGLAND HEALTH AND WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIRONBusinessNameControlTxt
Phone6172653757PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 GRANITE AVENUEAddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERONICA DYERPersonNm
Person TitleFUND ADMINISTRATORPersonTitleTxt
Phone8006373736PhoneNum
Signature2021-10-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVERONICAPersonFirstNm
Person LastDYERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANNIE MICKELPreparerPersonNm
PTINP01058630PTIN
Phone9789751099PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVERONICA DYERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 GRANITE AVEAddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02124ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$45,155,611GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE MEDICAL BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee33TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$28,331,816PYProgramServiceRevenueAmt
CY Program Service Revenue$27,476,892CYProgramServiceRevenueAmt
PY Investment Income$2,496,105PYInvestmentIncomeAmt
CY Investment Income$2,038,803CYInvestmentIncomeAmt
PY Other Revenue$3,073PYOtherRevenueAmt
CY Other Revenue$301CYOtherRevenueAmt
PY Total Revenue$30,830,994PYTotalRevenueAmt
CY Total Revenue$29,515,996CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$26,608,525PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$25,660,845CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$949,635PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,011,925CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,569,633PYOtherExpensesAmt
CY Other Expenses$2,675,418CYOtherExpensesAmt
PY Total Expenses$30,127,793PYTotalExpensesAmt
CY Total Expenses$29,348,188CYTotalExpensesAmt
PY Revenues Less Expenses$703,201PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$167,808CYRevenuesLessExpensesAmt
Total Assets BOY$76,234,888TotalAssetsBOYAmt
Total Assets EOY$80,136,581TotalAssetsEOYAmt
Total Liabilities BOY$3,844,182TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,141,094TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,390,706NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,995,487NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE MEDICAL BENEFITS TO MEMBERSDesc
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 MemYes (1)BusinessRlnWithFamMemInd
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
IRP Document2041IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee33EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
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 Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVERONICA DYERPersonNm
Phone8006373736PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 GRANITE AVEAddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02124ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID POWELL
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
RUSSELL ANDERSON
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
MICHAEL HESS
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
DAVID LANGLAIS
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
DANIEL KOURY
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
SHAWN NEHILEY
TRUSTEE10.00Yes (X)Yes (X)$0$0$0
VERONICA DYER
FUND ADMINISTRATOR14.00$67,654$96,396$67,80826.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$67,654TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$96,396TotReportableCompRltdOrgAmt
Total Other Compensation$67,808TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TUFTS HEALTH PLANCARELINK
705 MOUNT AUBURN STREETWATERTOWNMA02472SUPPLEMENTAL PROVIDER SERVICES$947,663
BOSTON TRUST COMPANY
1 BEACON STREETBOSTONMA02108INVESTMENT CUSTODIAL$232,202
ZENITH AMERICAN SOLUTIONS
33 EASTLAND STREETSPRINGFIELDMA01109CLAIMS ADMINSTRATIVE$188,604
MODERN ASSISTANCE PROGRAMS
1400 HANCOCK ST 2ND FLOORQUINCYMA02169PARTICIPANT COUNSELING$135,000
SEGAL COMPANY
116 HUNTINGTON AVENUEBOSTONMA02116ACTUARIAL$122,381
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$26,476,192$26,476,192
EMPLOYEE CONTRIBUTION900099$1,000,700$1,000,700
FieldValueIRS element (for citing)
Total Program Service Revenue$27,476,892TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,167,831TotalRevenueColumnAmt
Exclusion$1,167,831ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,510,587SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,639,615SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$870,972SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$870,972TotalRevenueColumnAmt
Exclusion$870,972ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Business900099BusinessCd
Total Revenue Column$301TotalRevenueColumnAmt
Exclusion$301ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$301OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,515,996TotalRevenueColumnAmt
Related Or Exempt Func Income$27,476,892RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,039,104ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$25,660,845TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$67,654TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$618,717TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$177,618TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$93,833TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$54,103TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$105,272TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,229TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$251,452TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$122,381TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,982TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$50,279TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,207TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,733TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,540TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
NETWORK CHARGES$788,635
STOP LOSS PREMIUMS$642,550
DATA INTERFACE$188,604
SUPPLEMENTAL PROVIDER P$159,028

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$259,526TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,348,188TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$144,984BOYAmt
EOY$9,283EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,889,199BOYAmt
EOY$3,206,298EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,415,532BOYAmt
EOY$1,166,541EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,858,842LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,696,824LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$165,220BOYAmt
EOY$162,018EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$70,429,976BOYAmt
EOY$73,775,305EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,189,977BOYAmt
EOY$1,817,136EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$76,234,888BOYAmt
EOY$80,136,581EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$192,182BOYAmt
EOY$176,094EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,652,000BOYAmt
EOY$3,965,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,844,182BOYAmt
EOY$4,141,094EOYAmt
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$72,390,706BOYAmt
EOY$75,995,487EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,390,706BOYAmt
EOY$75,995,487EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,234,888BOYAmt
EOY$80,136,581EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$167,808ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,436,973NetUnrlzdGainsLossesInvstAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,432OtherCostOrOtherBasisAmt
Depreciation$43,677DepreciationAmt
Book Value$39,755BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,775,410OtherCostOrOtherBasisAmt
Depreciation$1,653,147DepreciationAmt
Book Value$122,263BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$162,018TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescEST. INCURRED BUT UNREPORTED CLAIMS PAYABLEDesc
Amt$3,965,000Amt
FieldValueIRS element (for citing)
Total Liability$3,965,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$32,701,517TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,436,973NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,436,973RevenueNotReportedAmt
Revenue Subtotal$29,264,544RevenueSubtotalAmt
Investment Expenses Not Incld$251,452InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$251,452RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,515,996TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,356,441TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,356,441ExpensesSubtotalAmt
Investment Expenses Not Incld2$251,452InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$740,295OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$991,747ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$29,348,188TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 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 (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 DECEMBER 31, 2020, 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:CHANGE IN BENEFIT OBLIGATION 740,295.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVERONICA DYERPersonNm
TitleFUND ADMINISTRATORTitleTxt
Base Compensation Filing Org$67,654BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$96,396CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$21,059DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$30,005DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,455NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$10,289NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$95,168TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$136,690TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
HEATHER ROMERI
DAUGHTER OF KEY EMPLOYEE$32,916SALARY IS PAID TO THE INTERESTED PERSON0
MAUREEN DOHERTY
SISTER OF KEY EMPLOYEE$22,399SALARY IS PAID TO THE INTERESTED PERSON0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN OF IRON WORKERS LOCAL UNIONS WITHIN THE DISTRICT COUNCIL.
FORM 990, PART VI, SECTION B, LINE 11BBOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA.
FORM 990, PART VI, SECTION B, LINE 15TRUSTEES RECEIVE NO COMPENSATION. BOARD OF TRUSTEES REVIEWS KEY EMPLOYEES COMPENSATION WITH COMPARABILITY DATA ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE PLAN ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
IRON WORKERS ANNUITY FUND
161 GRANITE AVEDORCHESTERMA02124042647320EMPLOYEE BENEFITSMA4010
IRON WORKERS PENSION FUND
161 GRANITE AVEDORCHESTERMA02124042591016EMPLOYEE BENEFITSMA4010
IRON WORKERS DISTRICT COUNCIL LABOR MANAGEMENTCORP TRUST
195 OLD COLONY AVESOUTH BOSTONMA02127043216519CONTRACTOR ASSOCIATIONMA501(C)90

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (173 entries)

Legal Domicile StateLegalDomicileStateCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
A & A WINDOW PRODUCTS
MA
A G F STEEL INC
MA
A T R SALES INC
MA
ABLS REBAR LLC
NH
ACCORD STEEL & PRECAST ERECTOR
MA
ACTION STEEL LLC
CT
ADVANCED STEEL ERECTORS LLC
IL
AETNA BRIDGE
RI
AJAX CONSTRUCTION CO INC
RI
AKRON ERECTORS INC
OH
ALGAR CONSTRUCTION CORP
MA
AMERICASE FABRICATION & CONSTR
TX
ANDELLA IRON INC
MA
ANVIL STEEL ENGINEERING INC
MA
ARC ERECTING INC
ME
ARCHITECTURAL METAL INSTALLATI
MA
ATLANTIC BRIDGE & ENG
NH
ATLANTIC PLANT MAINTENANCE IN
TX
AZTEC STEEL INC
MA
BADD BROS INC
MA
BANGOR STEEL CORP
PA
BARON INDUSTRIES
MA
BEL-LIN STEEL INC
MA
BENSON INDUSTRIES LLC
OR
BERLIN STEEL
CT
BHI ENERGY SPECIALTY SERVICES
GA
BLAKESLEE PRE-STRESS INC
CT
BOSS STEEL INC
MA
BOSTON BRIDGE SERVICES INC
MA
BOWLINE CONSTRUCTION LLC
MA
BRAND SAFWAY
MA
C & J FORMS LLC
RI
CALLAHAN CONSTRUCTION MANAGERS
MA
CAPCO STEEL ERECTION COMPANY
RI
CAPITAL IRON WORKS LLC
NH
CARUSO STEEL REINFORCING LLC
MA
CAT STEEL LLC
MA
CCB INC
ME
CHANDLER ARCHITECTURAL PROD
MA
CHARLES SMITH STEEL LLC
NH
CHERNE CONTRACTING CORPORATION
MN
CHERRY HILL GLASS CO INC
CT
CITY STEEL INC
MI
COLLINS OVERHEAD DOOR CO
MA
COMPOSITE COMPANY
MA
CONCRETE ERECTORS INC
FL
CONSTRUCTIVE SERVICES INC
MA
CUSTOM IRON WORKS INC
RI
D & S WELDING AND EQUIPMENT
MA
DANIEL KOURY CONSTRUCTION INC
RI
DANIEL MARR AND SON CO
MA
DBA WELDING LLC
MA
DIAMOND STEEL & FABRICATION
MA
E D M CONSTRUCTION INC
MA
EASTWIND CORPORATION
MA
FEDERAL CONCRETE INC
MA
FROMMELT DOCK & DOOR INC
MA
FROMMELT EQUIPMENT CO INC
MA
G & C CONCRETE CONSTRUCTION
MA
GP EAST STEEL CO
MA
GREG LOGISTICS LLC
NY
H & A STEEL LLC
MA
H B WELDING INC
RI
HARRIS DAVIS REBAR
MA
HART ENGINEERING CORP
RI
HAVEN STEEL ERECTORS INC
CT
HAWTHORNE STEEL ERECTORS LLC
NH
HERITAGE IRON WORKS INC
MA
IMPERATOREALL REACH INC
RI
INDEPENDENT WELDING INC
MA
INSTEEL CORP
MA
INTEGRATED GLASS SOLUTIONS LLC
CT
INTERAMERICA STAGE INC
FL
IPC LYDON LLC
MA
IPSWICH BAY GLASS CO INC
MA
IRON WORKERS FUND OFFICE STAFF
MA
J B RAILS AND FABRICATION
RI
J K GLASS COMPANY INC
MA
J L MARSHALL & SONS INC
MA
JJ WHITE INCORPORATED
PA
JACKSON GLASS INC
MA
JOHN STRAFACH & SONS INC
RI
JOHNSON IRONWORKS LLC
MA
JP OBELISK INC
MA
JULIAN CRANE & EQUIPMENT CORP
MA
JWC STEEL
CT
K & G ENTRANCES INC
MA
KAT STEEL SERVICES INC
MA
KERRS WELDING & IRON WORK INC
MA
KIVA SYSTEMS INC
MA
LEAR WEST INC
AZ
LETCO CONSULTING GROUP CORP
MA
LIBERTY EQUIPMENT & SUPPLY LLC
MA
LUND REBAR SERVICES INC
MA
M & M STEEL ERECTORS LLC
IL
MACKAY CONCRETE CONSTRUCTION
MA
MAIA STEEL PLACERS INC
MA
MAJESTIC STEEL INC
MA
MALATOS IRON WORKS
MA
MAMMOET NORTHERN USA INC
NJ
MANAFORT-PRECISION LLC
CT
MARGUERITE CONCRETE INC
MA
MARSHALL ERECTING INC
WI
MASSEY'S PLATE GLASS & ALUMINU
CT
MCGREGOR INDUSTRIES INC
PA
MELO'S RODBUSTERS
MA
METAL BUILDING SPECIALISTS
MA
METRO GLASS & METAL
MA
MG MCGRATH GLASS & GLAZING
MN
MIDNIGHT IRON
MA
MIDWEST STEEL INC
MI
MIG CORPORATION
MA
MS STEEL LLC
NH
NATIONAL STEEL ERECTORS
OK
NEW ENGLAND BRIDGE RAIL
MA
NEW ENGLAND BUILDING & BRIDGE
RI
NEW ENGLAND REBAR LLC
CT
NEW HAMPSHIRE STEEL ERECTORS
NH
NORTH AMERICAN STEEL CORP
MA
NORTH JERSEY REBAR
NJ
NORTHEAST STEEL ERECTORS
MA
NORTHEASTERN STEEL CORPORATION
MA
NP STEEL ERECTION & PRECAST LL
RI
O'BRIEN STEEL ERECTORS
MA
ORADELL CONSTRUCTION COMPANY I
NJ
ORBIS SIBRO INCORPORATED
SC
OVERHEAD DOOR CO OF SOUTHEASTE
RI
OVERHEAD DOOR OF BOSTON
MA
PERMASTEELISA NORTH AMERICAN C
CT
PRECAST SERVICES INC
OH
PRECISION STEEL PLACERS
MA
PRIME STEEL ERECTING
MA
PRO WALL SYSTEMS
CT
QUINN BROS OF ESSEX INC
MA
R I WELDING & FABR INC
RI
RAYCON CONSTRUCTION
MA
REGIS STEEL CORPORATION
MA
REMINGTON STEEL
RI
RHODE ISLAND REBAR INC
RI
ROMAN IRON WORKS INC
MA
RYAN IRON WORKS INC
MA
SALEM GLASS CO
MA
SAUGUS CONSTRUCTION CORPORATIO
MA
SMITH STEEL ERECTORS
MA
SOUTH COAST STEEL LLC
MA
SOUTHEASTERN METAL FABRICATORS
MA
SOUTHERN NEW ENGLAND INSTALLER
CT
STEEL CONNECTIONS INC
MA
STELLAR STEEL ERECTORS LLC
CT
STRUCTURAL SERVICES INC
PA
STRUCTURAL TECHNOLOGIES LLC
VA
STRUCTURES DEREK INTERNATIONAL
CA
SULLIVAN & MERRITT INC
ME
SUNRISE ERECTORS INC
MA
T & T STEEL ERECTORS INC
MA
TEXAS IRON WORKERS
TX
TEXAS SCENIC COMPANY INC
TX
THE CHEVIOT CORP
MA
THE MORRISON COMPANY INC
MA
TIE STEEL CORPORATION
NY
TITAN STEEL CORP
NY
TRI STATE BUILDING
RI
ULTRA LUM SERVICES LLC
CT
UNIVERSAL STEEL ERECTORS INC
NH
UPLIFT INC
MA
URBAN IRON LLC
RI
VIKING ERECTORS
PA
VSE INC
NH
WALSH CONSTRUCTION CO
IL
WATERTOWN IRON WORKS INC
MA
WENGER TRAFFIC CORPORATION
MN
WEST SHORE METALS LLC
CT
ZSE INCORPORATED
MA
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd