NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND (EIN 04-2191579)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-26
- IRS object ID
- 202003009349301815
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-26T15:25:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131577780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTHEIS & PANETTIERI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WIRELESS BLVD | AddressLine1Txt |
| City | HAUPPAUGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042191579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND CARPENTERS HEALTH BENEFITS | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 9786941000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FORDHAM ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01887 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S MONARCA | PersonNm |
| Person Title | EXEC DIR. CT | PersonTitleTxt |
| Phone | 9786941000 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL WESTFALL | PreparerPersonNm |
| PTIN | P00539069 | PTIN |
| Phone | 6312734778 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.56.115.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 16:23:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D4AE2E8976E81368E472ACBB9DF04FDA774F33F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D4AE2E8976E81368E472ACBB9DF04FDA774F33F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD S MONARCA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FORDHAM ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01887 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $246,835,416 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CARPENTERSFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $203,054,028 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $198,592,989 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,785,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,256,070 | CYInvestmentIncomeAmt |
| PY Other Revenue | $91,101 | PYOtherRevenueAmt |
| CY Other Revenue | $48,891 | CYOtherRevenueAmt |
| PY Total Revenue | $233,930,752 | PYTotalRevenueAmt |
| CY Total Revenue | $203,897,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $107,967,585 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $179,174,564 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,149,898 | PYOtherExpensesAmt |
| CY Other Expenses | $13,496,925 | CYOtherExpensesAmt |
| PY Total Expenses | $122,117,483 | PYTotalExpensesAmt |
| CY Total Expenses | $192,671,489 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $111,813,269 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,226,461 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $365,932,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $403,806,467 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,051,968 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,161,818 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $337,880,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $381,644,649 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 337 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD S MONARCA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9786941000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FORDHAM ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01887 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS J FLYNN | ||||||||
| CHAIRMAN | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS STEEVES | ||||||||
| SECRETARY/TREAS | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE A ALLEN - THRU 052919 | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL C SANCHEZ | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J GUNNING | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SHAUGHNESSY | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SHEA | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY DECOSTA | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK DONAHUE | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH GANGI JR-THRU 120219 | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON GARAND - THRU 061119 | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MURPHY | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN RICHARDSON | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER PENNIE | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BUTTS | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH EPIFANO | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID RAMPONE - THRU 080119 | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN ALVARENGA | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| W PAUL LANDER | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF WOLCHESKI | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM PURCELL - EFF 8119 | ||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY FRIAS - EFF 52919 | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MINASIAN - EFF 61119 | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY W WERNER - THRU 5119 | ||||||||
| EXECUTIVE DIR. | 11.00 | 26.50 | $0 | $128,180 | $31,268 | Yes (X) | ||
| RICHARD S MONARCA - EFF 5119 | ||||||||
| EXECUTIVE DIR. | 11.00 | 26.50 | $0 | $227,419 | $47,080 | Yes (X) | ||
| SUZANNE M SMITH | ||||||||
| CFO | 1.00 | 36.50 | $0 | $175,202 | $51,863 | Yes (X) | ||
| ROBERT R SICA | ||||||||
| CIO | 1.00 | 36.50 | $0 | $152,346 | $51,863 | Yes (X) | ||
| JOEL CONNER | ||||||||
| CONTROLLER | 1.00 | 36.50 | $0 | $133,763 | $51,863 | Yes (X) | ||
| PAUL GREELEY | ||||||||
| CAP DIRECTOR | 0.00 | 40.00 | $0 | $122,990 | $57,616 | Yes (X) | ||
| INGRID BIEREN | ||||||||
| COO | 1.00 | 36.50 | $0 | $125,246 | $51,863 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,065,146 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $343,416 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | |||||
| 401 PARK DR | BOSTON | MA | 02215 | CLAIMS PROCESSOR | $3,603,182 |
| ANTHEM HEALTH PLANS INC | |||||
| 108 LEIGUS ROAD | WALLINGFORD | CT | 06492 | CLAIMS PROCESSOR | $609,945 |
| DELTA DENTAL | |||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | CLAIMS PROCESSOR | $573,453 |
| THE SEGAL COMPANY | |||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | ACTUARIAL & CONSULT | $380,172 |
| EXPRESS SCRIPTS INC | |||||
| 1 EXPRESS WAY | SAINT LOUIS | MO | 63121 | CLAIMS PROCESSOR | $175,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $191,815,585 | $191,815,585 |
| PARTIC CONTRIBS BUY-IN | 900099 | $6,777,404 | $6,777,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $198,592,989 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,219,393 | TotalRevenueColumnAmt |
| Exclusion | $4,219,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,974,143 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,937,466 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,036,677 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,036,677 | TotalRevenueColumnAmt |
| Exclusion | $1,036,677 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATES, FEES, CHARGES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $48,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,891 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $48,891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,897,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,641,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,256,070 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,174,564 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,907 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,722 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,143 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,371 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,144 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,727 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,093 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,183 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,404 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMINISTRATIVE FEES | $6,355,079 |
| REIMBURSED P/R, TAXES & | $3,761,279 |
| REPAIRS & MAINTENANCE | $24,635 |
| AUTO | $22,238 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,671,489 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,333,980 | BOYAmt |
| EOY | $11,749,957 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,949,659 | BOYAmt |
| EOY | $29,150,136 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,388,050 | BOYAmt |
| EOY | $20,611,420 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,170 | BOYAmt |
| EOY | $121,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,735,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,897,061 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,314,500 | BOYAmt |
| EOY | $1,838,409 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,152,847 | BOYAmt |
| EOY | $69,520,057 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,416,113 | BOYAmt |
| EOY | $267,993,186 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,248,005 | BOYAmt |
| EOY | $2,821,768 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,932,324 | BOYAmt |
| EOY | $403,806,467 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,554 | BOYAmt |
| EOY | $1,469,888 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,637,414 | BOYAmt |
| EOY | $20,691,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,051,968 | BOYAmt |
| EOY | $22,161,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,880,356 | BOYAmt |
| EOY | $381,644,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,880,356 | BOYAmt |
| EOY | $381,644,649 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,932,324 | BOYAmt |
| EOY | $403,806,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,226,461 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,537,832 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $382,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,183 | DepreciationAmt |
| Book Value | $160,521 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,352,766 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,674,878 | DepreciationAmt |
| Book Value | $1,677,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,838,409 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON/COLLECTIVE TRUSTS | $174,039,987 | F |
| PARTNERSHIPS | $40,316,952 | F |
| 103-12 INVESTMENT ENTITIES | $32,477,374 | F |
| REG INV CO @ EST FMV | $21,158,873 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $267,993,186 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BEN OBLIG CURRENTLY PAYABLE | $18,743,683 |
| PAYABLE UNDER SECURITIES LENDING | $1,948,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,691,930 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $236,008,060 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,537,832 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,537,832 | RevenueNotReportedAmt |
| Revenue Subtotal | $203,470,228 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $427,722 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $427,722 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $203,897,950 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $196,651,893 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $196,651,893 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $427,722 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$4,408,126 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$3,980,404 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $192,671,489 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFITS PAYABLE -4,408,126. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY W WERNER - THRU 5119 | ||||||||||||||
| EXECUTIVE DIR. | $0 | $120,404 | $0 | $0 | $0 | $7,776 | $0 | $18,745 | $0 | $12,523 | $0 | $159,448 | $0 | $0 |
| RICHARD S MONARCA - EFF 5119 | ||||||||||||||
| EXECUTIVE DIR. | $0 | $222,468 | $0 | $0 | $0 | $4,951 | $0 | $29,632 | $0 | $17,448 | $0 | $274,499 | $0 | $0 |
| SUZANNE M SMITH | ||||||||||||||
| CFO | $0 | $174,571 | $0 | $0 | $0 | $631 | $0 | $33,395 | $0 | $18,468 | $0 | $227,065 | $0 | $0 |
| ROBERT R SICA | ||||||||||||||
| CIO | $0 | $152,162 | $0 | $0 | $0 | $184 | $0 | $33,395 | $0 | $18,468 | $0 | $204,209 | $0 | $0 |
| JOEL CONNER | ||||||||||||||
| CONTROLLER | $0 | $133,537 | $0 | $0 | $0 | $226 | $0 | $33,395 | $0 | $18,468 | $0 | $185,626 | $0 | $0 |
| PAUL GREELEY | ||||||||||||||
| CAP DIRECTOR | $0 | $119,744 | $0 | $0 | $0 | $3,246 | $0 | $39,568 | $0 | $18,048 | $0 | $180,606 | $0 | $0 |
| INGRID BIEREN | ||||||||||||||
| COO | $0 | $125,246 | $0 | $0 | $0 | $0 | $0 | $33,395 | $0 | $18,468 | $0 | $177,109 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR IS A PARTICIPANT IN A DEFERRED COMPENSATION PLAN, PROVIDED BY A RELATED ORGANIZATION, IN HIS CAPACITY AS EXECUTIVE DIRECTOR OF THIS ENTITY AND RELATED ORGANIZATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | UNION TRUSTEES ARE APPOINTED BY THE UNION REGIONAL COUNCIL. THE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER GROUP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD OF TRUSTEES REVIEW COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. |
| 990 PART VII, SECTION A AND SCHEDULE J, PART II | THE EXECUTIVE DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES RECEIVED COMPENSATION AND BENEFITS IN THEIR CAPACITY AS EXECUTIVE DIRECTOR OR EMPLOYEE OF THIS ENTITY AND RELATED ORGANIZATIONS. TOTAL COMPENSATION, PAID THROUGH A PAYMASTER ARRANGEMENT, IS LISTED ON THE 990 PART VII, SECTION A AND SCHEDULE J, PART II. THIS ENTITY REIMBURSES A PORTION OF THAT COMPENSATION BASED ON THE ESTIMATED TIME SPENT ON THE WORK OF THIS ENTITY. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND CARP PENSION FUND | |||||||||||
| 350 FORDHAM ROAD | WILMINGTON | MA | 01887 | 042305512 | PROVIDE RETIREMENT BENEFITS TO ITS PARTICIPANTS | MA | 501(A) | N/A | N/A | 0 | |
| NEW ENGLAND CARP GUARANTEED AN FD | |||||||||||
| 350 FORDHAM ROAD | WILMINGTON | MA | 01887 | 042776873 | PROVIDE ANNUITY BENEFITS TO ITS PARTICIPANTS | MA | 501(A) | N/A | N/A | 0 | |
| NEW ENGLAND CARP VACATION SAV PLAN | |||||||||||
| 350 FORDHAM ROAD | WILMINGTON | MA | 01887 | 043322721 | PROVIDE VACATION BENEFITS TO ITS PARTICIPANTS | MA | 501(C)(9) | N/A | N/A | 0 | |
| NEW ENGLAND CARP TRAINING FUND | |||||||||||
| 13 HOLMAN ROAD | MILLBURY | MA | 01527 | 042675425 | PROVIDE TRAINING & EDUCATION TO PARTICIPANTS | MA | 501(C)(3) | LINE_2_SCHOOL_DESCRI | N/A | 0 | |
| NORTH ATLANTIC STATES REGIONAL COUNCIL OF CARPENTERS | |||||||||||
| 750 DORCHESTER AVENUE | BOSTON | MA | 02125 | 043322535 | LABOR UNION | MA | 501(C)(5) | N/A | 0 | NA | |
| SEE SUPPLEMENTAL R INFORMATION | |||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE R SUPPLEMENTAL INFORMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, IDENTIFICATION OF RELATED TAX EXEMPT ORGANIZATIONS | (A) NAME BOSTON HOUSING AUTHORITY CARPENTERS LOCAL UNION 1121 CARPENTERS BOSTON PROMO EDUCATION PR CARPENTERS EASTERN MILLWRIGHT REGIONAL COUNCIL CARPENTERS FLOORCOVERERS LOCAL UNION 2168 CARPENTERS LOCAL 327 CARPENTERS LOCAL 328 CARPENTERS LOCAL 336 CARPENTERS LOCAL 339 CARPENTERS LOCAL 349 CARPENTERS LOCAL 352 CARPENTERS LOCAL UNION 1121 ATF CARPENTERS LOCAL UNION 51 CARPENTERS UBC NATIONAL JOB CORPS TRAINING FUND CITY OF CAMBRIDGE - DPW CT CARPENTERS FUND OFFICE STAFF LEGACY LAWRENCE HOUSING AUTHORITY LOWELL HOUSING AUTHORITY NERCC - CT LOCAL 326 - ADMIN NEW ENGLAND CARPENTERS PENSION FUND NEW ENGLAND CARPENTERS TRAINING FUND PILEDRIVERS L/U #56 QUINCY HOUSING AUTHORITY |
| PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORP OR TRUST | (A) NAME A & A WINDOW PRODUCTS INC A & M MANAGEMENT CORP A QUICK PICK CRANE SERVICE INC A S L CONTRACTING A T R SALES INC A&A DRYWALL AND ACOUSTICS AA WILL CORPORATION ACCURATE DOOR & WINDOW LLC ACK MARINE & GENERAL CONTRACTING LLC ACME WATERPROOFING CO INC ACOUSTEK INC ACOUSTICS INC ADAMS & RUXTON CONSTRUCTION CO ADVANCED SCAFFOLD SERVICES ADVANCED UNION INSTALLATION INC ADVANTAGE INDUSTRIAL SYSTEMS LLC AETNA BRIDGE HOLDING CO. AFC CONSTRUCTION LLC ALCANTARA CONTRACTOR INC ALGAR CONSTRUCTION CORP. ALL CRAFT FABRICATORS ALL INTERIORS INC ALL PANEL SYSTEMS ALLAN CONSTRUCTION LLC ALLEGHENY CONTRACT FLOORING ALLIANCE STORE FIXTURES INC ALLIED PILE DRIVING INC ALLSAFE SCAFFOLD INC ALTERISIO CONSTRUCTION INC ALUMINUM SERVICES INC AMERICAN ACOUSTICAL CONT INC AMERICAN WOOD INSTALLERS ANDERSEN INTERIOR CONTRACTING INC ANDRON CONSTRUCTION CORP ANGELINI PLASTERING INC AP INSTALLATION INC APTIM SERVICES LLC ARBORIO CORPORATION ARCHER CORP ARCHITECTURAL BUILDING & RESTORATION LLC ARCHITECTURAL MILLWORK INSTALLERS LLC ARI PRODUCTS INC ATACCON LLC ATKINSON CARPET INSTALLATION ATLANTIC COAST MOVERS INC ATLANTIC PLANT MAINTENANCE ATLAS DRILLING LLC ATLAS SCAFFOLD & EQUIPMENT AUBURN CONSTRUCTION AUTOMATION SOLUTIONS INC AV TUCHY INC AYOTTE & KING BACON CONSTRUCTION CO INC BAIER CONSTRUCTION COMPANY INC BARBER FIRESTOP SYSTEMS LLC BARR & BARR INC BARTLETT BRAINARD EACOTT INC BASS ASSOC INC BAY STATE BUILDING SPECIALTIES BAYSTATE SHORING & EXCAVATION BBL CARLTON LLC BEANTOWN ACOUSTICS INC BEAU'S SEATING CO BEKINS COMMERCIAL INSTALLATIONS INC BERKEL & COMPANY CONTRACTORS BHI SPECIALTY SERVICES BIDGOOD ASSOCIATES INC BISMARK CONSTRUCTION CO BKB CONSTRUCTION INC BLACK DOG DIVERS INC BLAKE CONTRACTING LLC BLAKESLEE, ARPAIA, CHAPMAN INC BLATTNER ENERGY INC BONACO INC BOND BROTHERS INC BOSTON BUILDERS INC BOSTON BUILDING & BRIDGE CORP BOSTON GARDEN CORP/DNC INC BOSTON HARBOR PILOTS ASSOC BOSTON INSTALL INC BOSTON TURF LLC BOWLINE CONSTRUCTION BRANDSAFWAY SERVICES INC BRIGHT WINDOW COVERINGS INC BROCK INDUSTRIAL SERVICES LLC BROWNSTONE CONSTRUCTION INC BRUNALLI CONSTRUCTION CO. BRUNSWICK BOWLING PRODUCTS INC BRYN MAWR FLOORING INC BSA CAPITAL MILLWORK INC BUSINESS INTERIORS FLOORING BUSSOLA & RALPH USA BUTLER ARCHITECTURAL WOODWORKING INC C H NICKERSON & CO INC C J FUCCI INC C R MEYER & SONS COMPANY C&K WOODWORKING INC C&R CONCRETE CAFCO DEVELOPMENT INC CALDWELL MARINE INTERNATIONAL LLC CAMPUTARO LEASING LLC CAPEWAY COMMERCIAL INC CAPEWAY INTERIORS CAPITAL CARPET & FLOORING SPECIALIST INC CAPITAL DISTRIBUTION & DELIVERY INC CARDI CORP CARLIN CONTRACTING CO INC CARVALHO & MCDOWELL CONST INC CASBY BROS INC CASE FOUNDATION COMPANY CATALANO CONSTRUCTION INC CAULFIELD & SONS INC CAUSEWAY CONTRACTING CAVANAGH MARINE INC CCB INC CECO CORPORATION CENTERLINE INTERIORS CENTRAL CEILINGS INC CENTRAL CONNECTICUT ACOUSTICS CENTURY CARPET, INC. CENTURY DRYWALL INC CEOS CONSTRUCTION CORP CGM ACOUSTICS INC CHANDLER ARCHITECTURAL PRODUCTS INC CHARLES SERVICES & EQUIPMENT CORP CHARTER OAK UTILITY CONST CHENANGO SPORTS INC CHERRY HILL GLASS CO INC CHEVIOT CORPORATION CIP CONCRETE INC CIRCLE FLOORS INC CITYWIDE CONTRACTING LLC CK FLOORING SOLUTIONS INC CKM CONSTRUCTION LLC CLIFFORD & GALVIN CONTRACTING COAST TO COAST MILLWORK INSTALLATION INC COASTAL MARINE CONSTRUCTION LLC COLANTONIO INC COLMAC CONSTRUCTION LLC COLONIAL SYSTEMS INC COLONIAL WOODWORKING COLONY DRYWALL INC COMMERCIAL INSTALLATION CORP COMMODORE BUILDERS COMMONWEALTH SCAFFOLD COMMUNITY RENEWAL TEAM, INC. COMPONENT ASSEMBLY SYSTEMS INC COMPUTER FLOORS COMPUTER RAISED FLOORS INC CONGRESS FLOORING CORP CONN ACOUSTICS INC CONN CONCRETE CONSTRUCTION CONNECTICUT CEILING SOLUTIONS INC CONSTRUCTION JUNCTION INC CONSTRUCTION SPECIALTIES INSTALL CONTE COMPANY LLC CONTRACT FLOORING INSTALLATIONS INC CONTRACTING SPECIALISTS INC CORBIN INTERIOR SPECIALTIES INC CORDERMAN & COMPANY CORE SITE SERVICES CREATIVE CONSULTING/CONSTRUCT CREATIVE INSTALLATION INC CSNE, LLC CSR BUILDERS LLC CUSTOM DESIGNED CARPETS INC CUSTOM DRYWALL INC. D A SULLIVAN & SONS INC DALLING CONSTRUCTION INC D'AMBRA CONSTRUCTION CO DAV CONSTRUCTION LLC DAVID G ROACH & SONS INC DAVID J TIERNEY JR INC DAVID M SCHMITT DAY & ZIMMERMANN NPS DB CONTRACTORS INC DEFELICE INC DEIULIS BROS DELUCA CONSTRUCTION CO DESCHENEAUX CONSTRUCTION DEVITO MASTER CARPENTERS INC DGC CAPITAL CONTRACTING CORP DIMEO CONSTRUCTION CO DIVISION SIX INSTALLERS INC DN TANKS INC DONALDSON INTERIORS DOS CONCRETE SERVICE INC DRAPERIES, INC. DRYDEN DIVING CO INC DRYWALL TECHNIQUES LLC DUNCAN & CAHILL INC E T & L CONST CORP E TURGEON CONST CORP E W BURMAN INC EAST COAST INTERIORS EAST COAST OFFICE INSTL LLC EAST COAST SLURRY COMPANY EASTERN GENERAL CONTRACTORS EASTWIND CORPORATION EDA CONSTRUCTION INC EDM CONSTRUCTION INC. EMR DRYWALL EPIFANO BUILDERS INC ERRIGAL CONSTRUCTION 1 LLC ETHOS ENERGY EUROTECH CONST CORP EXCELL CONSTRUCTION CORP EXECUTIVE INTERIOR SOLUTIONS LLC EXECUTIVE TRIM LLC EZ MILLWORK F H CHASE F J ROBERTS - AASG SPORTS SURFACES INC FABRIZIO CORPORATION FAZIO CONSTRUCTION CORP FEDERAL CONCRETE INC FERRARO CUSTOM WOODWORKING FISHER CONTRACTING CORP FLOORING SOLUTIONS INC FOLAN WATERPROOFING & CONST FONTAINE BROS INC FRANK E DOWNES CONST CO FRANK LILL & SON, INC FRANKLIN DOOR SPECIALISTS INC G & C CONCRETE CONSTRUCT INC G & G CONSTRUCTION INC G GREENE CONSTRUCTION CO INC G O SERVICES LLC GALAXY INSTALLATION GROUP INC GALLAGHER CONCRETE CONSTRUCT GALWAY DEVELOPMENT CORP GARLAND BUILDING CO GENEX CONSTRUCTION GROUP LLC GENNARINI CONSTRUCTION CO INC GERMANO FLOORCOVERING CO GIORDANO CONSTRUCTION CO INC GLEESON POWERS INC GLOBAL FF&E INC GLOBAL WRAP EC INC GOEBEL FIXTURE COMPANY GOLDGARD INSTALLATIONS LLC GOTO SERVICES GOTTSTEIN CORP GRIFFIN INTERIORS INC GVW INC GYM DOCTOR INC H & H BUILDERS INC H CARR & SONS INC HALL MECHANICAL SERVICES LLC HALMAR INTERNATIONAL LLC HAMILTON CONSTRUCTION MANAGEMENT CORP HARRIS ENVIRONMENTAL SYSTEMS HART ENGINEERING HAS CONSTRUCTION SERVICES HAYWOOD BERK FLOOR CO INC HEMLOCK HEAVY & HIGHWAY CO INC HENRY & GERETY HERITAGE RESTORATION INC HI TECH DATA FLOORS HJ GLEASON INC HOBBS INC HSI CONSTRUCTION HUB FOUNDATION CO INC HUB OFFICE INSTALLATIONS LLC HUNTINGTON INSTALLATIONS LLC HYDRO-MARINE CONSTRUCTION CO INC I 84 CONSTRUCTORS JV IANNUCCILLO RP CONSTRUCTION ICM CONTRACTORS ICR DRYWALL INC IDA EXTERIOR SYSTEMS LLC IDEAL INSTALLATIONS INC IFI INDUSTRIAL FLOORING INC IN & OUT AUTOMATIC DOORS INC INNER CITY CONCEPTS LLC INTEGRITY INSTALLATION INC INTERBUILD INC INTERIOR INSTALLATION SERVICES INTERNATIONAL BLIND CONTRACTORS LTD INTERSTATE OFFICE PARTITIONS IPC LYDON LLC IPSWICH BAY GLASS COMPANY J & J CONTRACTORS INC J & J LAND MANAGEMENT INC J & P CONSTRUCTION CORP J AND J ACOUSTICS J F WHITE CONTRACTING/EMPIRE J H LYNCH & SONS INC J IAPALUCCIO INC J J VACCARO INC J J WHITE INC J L MARSHALL & SONS J THIBERT ARCHITECTURAL INST JACKSON GLASS INC JAY CASHMAN INC JBM GENERAL CONTRACTORS INC JC FLOORCOVERING CO JCR INTERIORS JD RIVET COMPANY |
| PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORP OR TRUST | - CONTINUED (A) NAME JF WHITE CONTRACTING COMPANY JG EDWARDS CONSTRUCTION CO INC JJ CURRAN & SON INC JJG CONTRACTING INC JK GLASS CO INC JOE SGRO COMMERCIAL FLOORS LLC JOHN L SIMPSON COMPANY INC JOHN MORIARTY & ASSOC JOHN ROCCHIO CORPORATION JOHN STRAFACH & SONS INC JOHNSON & GOGLIA CONTRACTING INC JOSEPH COHN & SON TILE & TERRAZZO JRJ CONSTRUCTION CO INC JTR ASSOCIATES INC K & K ACOUSTICAL CEILINGS INC K&S BUILDERS INC K&W CONSTRUCTION LLC KAN CONTRACTING LLC KARNEY CONSTRUCTION DESIGN INC KD HALL ASSOCIATES INC KELLER - NORTH AMERICA KENVO FLOORING KIEFER NORTHEAST LLC KIEWIT - AQCS HOMER CITY KIEWIT CONSTRUCTION CO KILLEA EQUIPMENT INSTALLERS KIVA SYSTEMS INC KOREL CONSTRUCTION KWV INC L & L CONCRETE FORMS INC L & L INTERIORS L R COSTANZO CO INC LA LIBBEY SEATING LLC LAB SPEC INC LABOR BOSS LAKE CONTRACTING INC LANCO SCAFFOLDING INC LANDMARK UTILITIES AND CONCRETE CORP LEE KENNEDY CO INC LEGERE WOODWORKING COMPANY LEZO CONSTRUCTION INC LIBERTY CONSTRUCTION SERVICES LIBERTY EQUIPMENT & SUPPLY LM HEAVY CIVIL CONSTRUCTION LM HEAVY CIVIL/LANE CONSTR JV LMH-CMC DI RAVENNA JV LONGDEN COMPANY INC LOUREIRO CONTRACTORS INC LYMO CONSTRUCTION CO INC LYONS FLOORING & DESIGN CORP M F REYNOLDS INC M FRANK HIGGINS & CO INC M J LANDRY INC M&A ARCHITECTURAL PRESERVATION MACKAY CONCRETE CONSTRUCTION MAM INC MAMMOET NORTHERN USA INC MANAFORT - PRECISION LLC MANAFORT BROTHERS INC MANAFORT TRANSIT LLC MANGANARO NORTHEAST LLC MARCOR BUILDERS INC MARGUERITE CONCRETE CONTRACTOR MARON CONSTRUCTION CO INC. 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| PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORP OR TRUST | - CONTINUED (A) NAME W S KENNEY CO INC W T RICH COMPANY INC WALKER SPECIALTIES INC WALLCO INSTALLATIONS LLC WALSH BROTHERS INC WALSH CONSTRUCTION II (ILLINOIS) WALTER A FURMAN COMPANY WATCH CITY DOOR SPECIALISTS WEB CONSTRUCTION LLC WELLINGTON SALES WENGER CORPORATION WES CONSTRUCTION CORP WESCOR LTD WEXLER BUILDING CO INC WHITEHAWK CONSTRUCTION SERVICES INC WHITE-SKANSKA-CONSIGLI JV WHITE-SKANSKA-KOCH JV WISE CONSTRUCTION CORP WOODS CONSTRUCTION INC WW CONSTRUCTION INC YOUTHBUILD BOSTON INC ZELL BUILDERS COMPANY INC |
| SCHEDULE R, PART II AND IV: | CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION FOR SERVICES PROVIDED TO THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/ TRUSTEES OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. |