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PIPEFITTERS UNION LOCAL 537 HEALTH AND WELFARE FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PIPEFITTERS UNION LOCAL 537 HEALTH AND WELFARE FUND (EIN 04-2167074)
Tax period
2020-03-01 to 2021-02-28
Filed
2021-12-15
IRS object ID
202113499349300711
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)
Return2021-12-15T08:30:51-06:00ReturnTs
Tax Period End2021-02-28TaxPeriodEndDt

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 Begin2020-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042167074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIPEFITTERS UNION LOCAL NO 537BusinessNameLine1Txt
Business Name Line2HEALTH & WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPIPEBusinessNameControlTxt
Phone6177875550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ENTERPRISE STREET SUITE 463AddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021251638ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARYBETH PORTERPersonNm
Person TitleADMINISTRATORPersonTitleTxt
Phone6177875550PhoneNum
Signature2021-12-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYBETHPersonFirstNm
Person LastPORTERPersonLastNm
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 OfficerMARYBETH PORTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ENTERPRISE STREET SUITE 463AddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021251638ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$55,094,232GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1953FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionHEALTH & WELFARE BENEFITSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
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$47,112,196PYProgramServiceRevenueAmt
CY Program Service Revenue$41,819,908CYProgramServiceRevenueAmt
PY Investment Income$629,777PYInvestmentIncomeAmt
CY Investment Income$806,433CYInvestmentIncomeAmt
PY Other Revenue$45PYOtherRevenueAmt
CY Other Revenue$10,442CYOtherRevenueAmt
PY Total Revenue$47,742,018PYTotalRevenueAmt
CY Total Revenue$42,636,783CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$38,561,435PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$33,404,051CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$185,475PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$175,330CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,535,574PYOtherExpensesAmt
CY Other Expenses$1,902,396CYOtherExpensesAmt
PY Total Expenses$40,282,484PYTotalExpensesAmt
CY Total Expenses$35,481,777CYTotalExpensesAmt
PY Revenues Less Expenses$7,459,534PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,155,006CYRevenuesLessExpensesAmt
Total Assets BOY$55,173,860TotalAssetsBOYAmt
Total Assets EOY$61,090,794TotalAssetsEOYAmt
Total Liabilities BOY$10,037,094TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,667,721TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,136,766NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$52,423,073NetAssetsOrFundBalancesEOYAmt
MissionHEALTH & WELFARE BENEFITSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescHEALTH & WELFARE BENEFITSDesc
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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
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 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
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
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 Line1MARYBETH PORTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177875550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ENTERPRISE STREET SUITE 463AddressLine1Txt
CityDORCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02125ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOHN J CANAVAN
TRUSTEE1.004.00Yes (X)$0$0$0
THOMAS P KERR
TRUSTEE1.005.00Yes (X)$0$0$0
PAUL R CAMPBELL
TRUSTEE1.004.00Yes (X)$0$0$0
STEPHEN P AFFANATO
TRUSTEEE - CHAIRMAN1.005.00Yes (X)$0$0$0Yes (X)
DAVID CANNISTRARO
TRUSTEE1.004.00Yes (X)$0$0$0
DANIEL T O'BRIEN
TRUSTEE1.004.00Yes (X)$0$0$0
MARYBETH PORTER
ADMINISTRATOR17.0023.00$0$173,062$65,811Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$173,062TotReportableCompRltdOrgAmt
Total Other Compensation$65,811TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD
25 TECHNOLOGY PLACEHINGHAMMA02043ADMIN FEES$1,515,482
EXPRESS SCRIPTS INC
1 EXPRESS WAYST LOUISMO63121ADMIN FEES$170,355
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$40,618,685$40,618,685
EMPLOYEE CONTRIBUTIONS900099$1,201,223$1,201,223
FieldValueIRS element (for citing)
Total Program Service Revenue$41,819,908TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$496,343TotalRevenueColumnAmt
Exclusion$496,343ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,767,539SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,457,449SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$310,090SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$310,090TotalRevenueColumnAmt
Exclusion$310,090ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$10,442TotalRevenueColumnAmt
Related Or Exempt Func Income$10,442RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$10,442OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,636,783TotalRevenueColumnAmt
Related Or Exempt Func Income$41,830,350RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$806,433ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$33,404,051TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$113,919TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$61,411TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,622TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$69,236TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$127,654TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$38,363TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,478TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$66,738TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$842TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,398TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PREMIUMS - EXCESS LOSS$1,496,380
LEASE PAYMENTS$25,652
ACA FEES$14,679
POSTAGE$11,034

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,320TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$35,481,777TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$18,632,585BOYAmt
EOY$23,970,072EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,345,674BOYAmt
EOY$6,556,138EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$265BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,603,551BOYAmt
EOY$14,021,936EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,522,167BOYAmt
EOY$12,748,991EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,069,618BOYAmt
EOY$3,793,657EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,173,860BOYAmt
EOY$61,090,794EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$185,617BOYAmt
EOY$228,644EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,851,477BOYAmt
EOY$8,439,077EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,037,094BOYAmt
EOY$8,667,721EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$45,136,766BOYAmt
EOY$52,423,073EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,136,766BOYAmt
EOY$52,423,073EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,173,860BOYAmt
EOY$61,090,794EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,155,006ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$131,301NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
STANDARD LIFE INVESTMENT GLOBAL$5,157,452F
BLUE ROCK CAPITAL FD LP$7,591,539F
FieldValueIRS element (for citing)
Total Book Value Securities$12,748,991TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
INSURANCE DEPOSITS$3,726,300
INTEREST AND DIVIDENDS RECEIVABLE$67,357
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,793,657TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
SECURITIES PURCHASED PAYABLE$308,160
BENEFITS PAYABLE$7,288,968
DUE TO AFFILIATE FUND$321,462
PAYABLE UNDER SECURITIES LENDING AGREEMENTS$520,487
FieldValueIRS element (for citing)
Total Liability$8,439,077TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$42,640,430TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$131,301NetUnrealizedGainsInvstAmt
Other Revenue-$127,654OtherRevenueAmt
Revenue Not Reported$3,647RevenueNotReportedAmt
Revenue Subtotal$42,636,783RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$42,636,783TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$37,174,347TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$37,174,347ExpensesSubtotalAmt
Investment Expenses Not Incld2$127,654InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$1,820,224OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$1,692,570ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$35,481,777TotalExpensesPerForm990Amt

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 (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 FEBRUARY 28, 2021, 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 XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT EXPENSES -127,654.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ADJUSTMENT FOR BENEFIT OBLIGATIONS -1,820,224.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARYBETH PORTERPersonNm
TitleADMINISTRATORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$173,062CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$41,475DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$24,336NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$238,873TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MEMBERS ARE COLLECTIVELY BARGAINED PIPEFITTERS UNION LOCAL 537.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF TRUSTEES HAS GRANTED THE FUND ADMINSTRATOR AUTHORITY TO REVIEW AND FILE ALL TAX DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 12AS AN EMPLOYEE BENEFIT PLAN, THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST POLICIES OF ERISA
FORM 990, PART VI, SECTION B, LINE 15TRUSTEES RECEIVE NO COMPENSATION. THE BENEFIT FUND STAFF IS REVIEWED ANNUALLY AND COMPENSATION DATA IS REVIEWED BY BOTH THE BOARD OF TRUSTEES AND AN OUTSIDE CONSULTANT.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
PART XII, LINE 2CTHE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

EINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
PIPEFITTERS LOCAL UNION #537 DEFERRED INCOME ANNUITY FUND
042760802EMPLOYEE BENEFITSMAERISA0
PIPEFITTERS LOCAL UNION #537 PENSION FUND
516030859EMPLOYEE BENEFITSMAERISA0
PIPEFITTERS LOCAL UNION #537
041867940UNIONMA501(C)(5)0
PIPEFITTERS LOCAL UNION #537 LABOR MANAGEMENT COOPERATIVE TRUST
046751112IDENTIFY AND EXPAND WORK OPPORTUNITIES501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (118 entries)

Legal Domicile StateLegalDomicileStateCd
ABM BUILDING & ENERGY SOLUTIONS
MA
ACCURATE TEMPERATURE CONTROL
MA
AMBIENT TEMPERATURE CORPORATION
MA
AMERICAN PLUMBING & HEATING CORP
MA
AMERICAN REFRIGERATION COMPANY INC
MA
ARCTIC ENGINEERING CO INC
MA
ARDEN ENGINEERING
RI
ASSOCIATED MECHANICAL SERVICES
MA
JOHN W DANFORTH COMPANY
NY
AUTOMATIC TEMPERATURE CONTROL CORP
MA
AZCO INTEGRATED INC
WI
BAY STATE AIR INC
MA
BEACON PIPING CO
MA
BH MECHANICAL
MA
BOSTON HOUSING AUTHORITY
MA
BURNELL CONTROLS INC
MA
CG MECHANICAL INC
MA
CAPITOL ENGINEERING COMPANY
MA
CARRIER CORP
NY
CCB INC
ME
DELTA MECHANICAL
RI
CHARLES D SHEEHY INC
MA
CHILLER SERVICE SOLUTIONS
MA
CHILLER TECHNOLOGY INC
MA
CNC MECHANICAL
NC
COOLING & HEATING SPECIALISTS INC
MA
CORPORATE MECHANICAL OF NEW ENGLAND LLC
MA
COX ENGINEERING
MA
CRITICAL SOLUTIONS
MA
DAIKIN APPLIED
MN
DELTA HVAC SERVICES
MA
DIAMOND MECHANICAL INC
MA
DUGGAN MECHANICAL SERVICES INC
MA
DYNAMIC SYSTEMS
TX
EM DUGGAN INC
MA
EMCOR FACILITIES SERVICES
VA
EMCOR SERVICES NORTHEAST
MA
ENE SYSTEMS
MA
FRANCIS H MARONEY INC
MA
FRANK BEAN INC
MA
FRANK LILL & SON
NY
FRED WILLIAMS INC
MA
GENERAL AIR CONDITIONING & HEATING INC
MA
GILCOINE REFRIGERATION
MA
GLOBAL MECHANICAL SERVICES INC
NH
GLOBE NEWSPAPER COMPANY
MA
GRINELL MECHANICAL
MA
DIAMOND MECHANICAL CORPORATION
NH
HAMEL & MCALISTER INC
MA
HARRIS ENVIRONMENTAL SYSTEMS INC
MA
HARRY GRODSKY
MA
HART ENGINEERING
RI
HONEYWELL INC
MN
HVAC ENGINEERING
MA
INDEPENDENT MECHANICAL CONTRACTORS INC
MA
DYNAMIC AIR CORPORATION
MA
INTERSTATE MECHANICAL SERVICES
MA
IPC LYDON LLC
MA
JC CANNISTRARO LLC
MA
JC HIGGINS CORP
MA
JEC SERVICE COMPANY
MA
JF WHITE CONTRACTING
MA
JJ WHITE INC
PA
JM SERVICES CO
MA
JOHNSON CONTROLS
WI
KIEWIT POWER CONSTRUCTORS
NE
KINETIC SYSTEMS
NC
KLEEBERG MECH
MA
KMD MECHANICAL
MA
LIMBACH COMPANY LLC
MA
MATRIX NAC
PA
MECHANICAL AIR CONTROLS INC
MA
MECHANICAL SYSTEMS CONTROL
MA
HOMELAND MECHANICAL
MA
INDUSTRIAL PIPING INC
MA
MTECH MECHANICAL TECHNOLOGIES CORP
CA
NB KENNEY COMPANY INC
MA
NEW ENGLAND TRANE
NC
NEW SILVER ENGINEERING
MA
NORTHEASTERN MECHANICAL INC
MA
NORTHSTAR INDUSTRIES LLC
MA
PJ DIONNE CO INC
MA
PATRICK J KENNEDY & SONS INC
MA
PEAK MECHANICAL
MA
PERFORMANCE AIR CONDITIONINING INC
MA
PERFORMANCE PIPING INC
MA
PEVCO SYSTEMS
MD
PINNACLE PIPING AND SERVICE CORP
MA
POIRIER & SPRINGER INC
MA
PREMIER MECHANICAL LLC
MA
QUALITY HVAC INC
MA
REFRIGERATION ENGINEERING & CONTRACTING CO INC
MA
RIVERDALE PLUMBING & HEATING
MA
RMN MECHANICAL CO INC
MA
ROSHER MECHANICAL
MA
SG MECHANICAL
MA
SHAUGHNESSY & AHERN
MA
SIEMENS BUILDING TECH
NJ
STELLA BUILDING TECHHUNTINGTON CONTROLS
MA
TG GALLAGHER MECHANICAL CONTRACTORS
MA
TOTAL FACILITY
TX
LARKIN ENTERPRISE
ME
US AIR CONDITIONING
MA
ULTRA SERVICES INC
MA
UNIVERSAL AUTOMATION & MECH SERVICES INC
MA
VANGUARD PLUMBING & MECHANICAL
NH
WALSH MECHANICAL CONTRACTORS
MA
WHITE-SKANSKA-CONSIGLI
MA
WILLIAM M COLLINS COMPANY INC
MA
WILLIAM ROBERTS ELECTRIC CO INC
MA
KM KELLY
MA
WINCHESTER MECHANICAL SERVICES
MA
ZONE MECHANICAL
MA
MANNY'S PLUMBING & HEATING INC
MA
N&T MECHANICAL CONTRACTOR'S INC
MA
NEXGEN MECH
RI
NORTHERN PEABODY INC
NH
SHAMBAUGH & SONS
IN
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd