2025-09-19T17:25:33-05:00 2024-12-31 362131790 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 060860627 NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND NEWE 2035304370 321 RESEARCH PKWY 110 MERIDEN CT 06450 BRIAN T MURPHY TRUSTEE 2035304370 2025-09-19 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-09-19 2024 2025-03-06 01:10:19Z X BRIAN T MURPHY 900 S MAIN STREET MANSFIELD MA 02048 131464540 0 X N/A X 1977 CT TO PROVIDE HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS OF THE PLAN. 12 6 0 0 0 0 0 0 99140893 103092063 1826624 3246721 0 0 100967517 106338784 0 0 75334672 84085521 0 0 0 0 0 4859495 5194715 80194167 89280236 20773350 17058548 118960817 139862667 3670144 3509971 115290673 136352696 TO PROVIDE HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS OF THE PLAN. 0 0 HEALTH AND WELFARE PAYMENTS FOR MEMBERS BENEFITS. A TOTAL OF APPROXIMATELY 5,129 PERSONS WERE PARTICIPANTS IN OR BENEFICIARIES OF THE PLAN DURING THE YEAR. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1498 0 0 0 0 0 0 0 0 0 0 X 12 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X SOLXSYS ADMINISTRATIVE SOLUTIONS LLC 2035304370 321 RESEARCH PKWY SUITE 110 MERIDEN CT 06450 MICHAEL TREADWELL UNION TRUSTEE 2.00 40.00 X 0 245646 78644 BRIAN T MURPHY UNION TRUSTEE 2.00 40.00 X 0 226679 80523 MICHAEL NEALY UNION TRUSTEE 2.00 40.00 X 0 162383 61448 DANIEL W MCINERNEY UNION TRUSTEE 2.00 40.00 X 0 141397 77066 STEVEN BARRY UNION TRUSTEE 2.00 40.00 X 0 169031 0 DOUGLAS NELSON UNION TRUSTEE (P) 2.00 40.00 X 0 145312 0 DANIEL D'ALMA UNION TRUSTEE 2.00 40.00 X 0 118269 0 TOM ADAMSON EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 LAWRENCE F EAGAN EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 MICHAEL GILCHRIST EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 SPENCER A MARKS EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 MICHAEL R MOCONYI EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 JESSICA O'NEILL EMPLOYER TRUSTEE 2.00 40.00 X 0 0 0 0 1208717 297681 0 0 1 0 ANTHEM BC BS OF CONNETICUT 307 BASSETT ROAD NORTH HAVEN CT 06473 CLAIMS ADMINISTRATION 1726129 ZENITH AMERICAN SOLUTIONS 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 CLAIMS ADMINISTRATION AND THIRD PARTY AD 1312427 SOLXSYS ADMINISTRATIVE SOLUTIONS LLC 5600 NEW KING STREET SUITE 330 TROY MI 48098 CLAIMS ADMINISTRATION AND THIRD PARTY AD 746400 ZELIS 2 CROSSROADS DRIVE BEDMINISTER NJ 07921 CLAIMS ADMINISTRATION 362161 LABOR FIRST LLC 1000 MIDLANTIC DR MOUNT LAUREL NJ 08054 ADMINISTRATIVE SERVICES 315724 9 EMPLOYER CONTRIBUTIONS 525100 93085340 93085340 PARTICIPANT CONTRIBUTIONS 525100 10006617 10006617 MISCELLANEOUS 900099 106 106 103092063 2990161 2990161 25382316 25125756 256560 256560 256560 106338784 103092063 0 3246721 84085521 2428575 147094 96496 155729 2026145 269584 11624 22804 8529 FEES MANDATED BY ACA 28135 89280236 2437253 2092653 31350621 46384942 21680047 14942757 426819 63492896 76015496 118960817 139862667 3201503 2948386 468641 561585 3670144 3509971 X 2984801 2984801 0 0 112305872 133367895 115290673 136352696 118960817 139862667 17058548 4003475 0 X X 0 1 X 1 0 0 ESCROW LIABILITY 204879 PREPAID SELF-PAY CONTRIBUTIONS 66794 TRANSFER WITHDRAWAL PAYABLE 259826 DUE TO RELATED PARTY 30086 561585 X 110186530 4003475 4003475 106183055 155729 155729 106338784 89124507 0 89124507 155729 155729 89280236 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 TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 MICHAEL TREADWELL UNION TRUSTEE 0 245646 0 0 0 0 0 55293 0 23351 0 324290 0 0 BRIAN T MURPHY UNION TRUSTEE 0 226679 0 0 0 0 0 52268 0 28255 0 307202 0 0 MICHAEL NEALY UNION TRUSTEE 0 162383 0 0 0 0 0 37635 0 23813 0 223831 0 0 DANIEL W MCINERNEY UNION TRUSTEE 0 141397 0 0 0 0 0 49340 0 27726 0 218463 0 0 STEVEN BARRY UNION TRUSTEE 0 113738 0 0 0 55293 0 0 0 0 0 169031 0 0 FORM 990, PART VI, SECTION A, LINE 8B NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND HAS NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S FORM 990 IS PROVIDED TO THE THIRD PARTY ADMINISTRATOR AND LEGAL COUNSEL AND REVIEWED. AFTER THEIR REVIEW, A COPY IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 NEW ENGLAND ELECTRICAL WORKERS BENEFITS FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON AN AS REQUESTED BASIS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART V, LINE 2A: NEW ENGLAND ELECTRICAL WORKERS BENEFIT FUND PREPARE FORMS W-2 FOR ALL PARTICIPANTS THAT RECEIVE THE TAXABLE DISABILITY AND VACATION BENEFITS UNDER THE PROVISIONS OF THE PLAN. A TOTAL OF 4,504 FORMS W-2 WERE ISSUED FOR THESE BENEFITS FOR THE CALENDAR YEAR 2024. CT CHAPTER NECA INC 101 CENTERPOINT DRIVE MIDDLETOWN CT 06457 TRADE ASSOCIATION CT 501(C)(6) 0 HARTFORD ELECTRICIANS JATC 208 MURPHY ROAD HARTFORD CT 06114 060854364 TRAINING ORGANIZATION CT 501(C)(5) 0 IBEW LOCAL UNION NO 488 721 MAIN STREET MONROE CT 06468 060400910 LABOR UNION CT 501(C)(5) 0 IBEW LOCAL 104 900 S MAIN STREET MANSFIELD MA 02048 041472124 LABOR UNION MA 501(C)(5) 0 IBEW LOCAL 223 GENERAL FUND 475 MYLES STANDISH BLVD TAUNTON MA 02780 LABOR ORGANIZATION MA 501(C)(5) 0 IBEW LOCAL 42 20 CRAFTSMAN ROAD EAST WINDSOR CT 06088 060856238 LABOR UNION CT 501(C)(5) 0 IBEW LOCAL 488 JATC 721 MAIN STREET MONROE CT 06468 060976668 TRAINING ORGANIZATION CT 501(C)(5) 0 IBEW LOCAL 7 JATC 185 INDUSTRY AVENUE SPRINGFIELD MA 01104 TRAINING ORGANIZATION MA 501(C)(3) 0 IBEW LOCAL UNION 7 185 INDUSTRY AVENUE SPRINGFIELD MA 01104 041282295 LABOR UNION MA 501(C)(5) 0 IBEW LU 223 JATC 475 MYLES STANDISH BLVD TAUNTON MA 02780 237379806 TRAINING ORGANIZATION MA 501(C)(3) 0 NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 321 RESEARCH PKWY STE 110 MERIDEN CT 06450 060962207 PENSION FUND CT 401(A)/501(A) 0 NORTHEASTERN JOINT APPRENTICESHIP & TRAINING 1513 BEN FRANKLIN HIGHWAY DOUGLASVILLE PA 19518 231693058 TRAINING ORGANIZATION PA 501(C)(3) 0 IBEW LOCAL 42 OSHE TRUST FUND 20 CRAFTSMAN ROAD EAST WINDSOR CT 06088 061062697 TRAINING ORGANIZATION CT 501(C)(9) 0 IBEW LOCAL 104 OSHE TRUST FUND 130 WEST STREET WALPOLE MA 02081 222581643 LABOR UNION MA 501(C)(5) 0 IBEW LOCAL 35 208 MURPHY ROAD HARTFORD CT 06114 LABOR UNION CT 501(C)(5) 0 A PLUS HVAC INC A&M ELECTRICAL&COMM SERVICES AM RIZZO ELECTRICAL CNTR INC AC ALSUP & BROTHERS ADVENT ENERGY SOLUTIONS LLC AGOSTINO UTILITIES AIR 2 LLC AIRFLOW360 ALDON ELECTRIC INC ALDRIDGE ELECTRIC ALL ELECTRIC CONST & COMM ALL HANDS LLC ALLAN BRITEWAY ELECTRICAL INC ALLIANCE POWER GROUP LLC AMERICAN ELEC TESTING AMOS CONTRACTING LLC AMPJACK AMERICA LTD AMPP CONSTRUCTION LLC AMPS ELECTRICAL INC ANDERSON ELECTRICAL CONTR LTD ANDIS LLC 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