PIPEFITTERS UNION LOCAL 537 HEALTH AND WELFARE FUND: Form 990, tax year 2019
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- Organization
- PIPEFITTERS UNION LOCAL 537 HEALTH AND WELFARE FUND (EIN 04-2167074)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2020-12-14
- IRS object ID
- 202013499349300726
- 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 | 2020-12-14T12:05:14-06:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043508036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANZI & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 TURNPIKE STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042167074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIPEFITTERS UNION LOCAL NO 537 | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIPE | BusinessNameControlTxt |
| Phone | 6177875550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 ENTERPRISE STREET SUITE 463 | AddressLine1Txt |
| City | DORCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021251638 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P KERR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177875550 | PhoneNum |
| Signature | 2020-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANNIE MICKEL | PreparerPersonNm |
| PTIN | P01058630 | PTIN |
| Phone | 9789751099 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.162.188.213 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-14 | IPDt |
| IP Tm | 13:02:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7ADBD96C547CBE419AC9B87DCFC7EE63ECE44F7B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57CAB1478FA21B4BB6BCA0ED5F2D8E49AC86AE59 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS P KERR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 ENTERPRISE STREET SUITE 463 | AddressLine1Txt |
| City | DORCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021251638 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $60,070,792 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH & WELFARE BENEFITS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | 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 | $43,792,827 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,112,196 | CYProgramServiceRevenueAmt |
| PY Investment Income | $103,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $629,777 | CYInvestmentIncomeAmt |
| PY Other Revenue | $361 | PYOtherRevenueAmt |
| CY Other Revenue | $45 | CYOtherRevenueAmt |
| PY Total Revenue | $43,896,985 | PYTotalRevenueAmt |
| CY Total Revenue | $47,742,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $38,906,265 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $38,561,435 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $149,842 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $185,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,089,580 | PYOtherExpensesAmt |
| CY Other Expenses | $1,535,574 | CYOtherExpensesAmt |
| PY Total Expenses | $40,145,687 | PYTotalExpensesAmt |
| CY Total Expenses | $40,282,484 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,751,298 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,459,534 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,838,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,173,860 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,464,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,037,094 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,374,188 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,136,766 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH & WELFARE BENEFITS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | HEALTH & WELFARE BENEFITS | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | 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 | MARYBETH PORTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177875550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 ENTERPRISE STREET SUITE 463 | AddressLine1Txt |
| City | DORCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02125 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 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 |
|---|---|---|---|---|---|---|---|
| JOHN J CANAVAN | |||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS P KERR | |||||||
| TRUSTEE | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL R CAMPBELL | |||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN P AFFANATO | |||||||
| TRUSTEEE - CHAIRMAN | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID CANNISTRARO | |||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL T O'BRIEN | |||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARYBETH PORTER | |||||||
| ADMINISTRATOR | 17.00 | 23.00 | $0 | $185,560 | $63,731 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $185,560 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,731 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | |||||
| 25 TECHNOLOGY PLACE | HINGHAM | MA | 02043 | ADMIN FEES | $1,626,438 |
| EXPRESS SCRIPTS INC | |||||
| 1 EXPRESS WAY | ST LOUIS | MO | 63121 | ADMIN FEES | $167,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $45,995,895 | $45,995,895 |
| EMPLOYEE CONTRIBUTIONS | 900099 | $1,116,301 | $1,116,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,112,196 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $519,794 | TotalRevenueColumnAmt |
| Exclusion | $519,794 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,438,757 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,328,774 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,983 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,983 | TotalRevenueColumnAmt |
| Exclusion | $109,983 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,742,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,112,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $629,777 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,561,435 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,890 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,585 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,594 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,326 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,212 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,750 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,450 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,816 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,652 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,167 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PREMIUMS - EXCESS LOSS | $1,146,561 |
| LEASE PAYMENTS | $24,807 |
| ACA FEES | $14,002 |
| POSTAGE | $10,979 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,258 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,282,484 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,285,471 | BOYAmt |
| EOY | $18,632,585 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,374,636 | BOYAmt |
| EOY | $6,345,674 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530 | BOYAmt |
| EOY | $265 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,039,644 | BOYAmt |
| EOY | $13,603,551 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,901,594 | BOYAmt |
| EOY | $12,522,167 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,236,915 | BOYAmt |
| EOY | $4,069,618 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,838,790 | BOYAmt |
| EOY | $55,173,860 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,368 | BOYAmt |
| EOY | $185,617 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,795,234 | BOYAmt |
| EOY | $9,851,477 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,464,602 | BOYAmt |
| EOY | $10,037,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,374,188 | BOYAmt |
| EOY | $45,136,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,374,188 | BOYAmt |
| EOY | $45,136,766 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,838,790 | BOYAmt |
| EOY | $55,173,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,459,534 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,303,044 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| STANDARD LIFE INVESTMENT GLOBAL | $4,901,947 | F |
| BLUE ROCK CAPITAL FD LP | $7,620,220 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,522,167 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INSURANCE DEPOSITS | $4,000,000 |
| INTEREST AND DIVIDENDS RECEIVABLE | $69,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,069,618 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITIES PURCHASED PAYABLE | $220,009 |
| BENEFITS PAYABLE | $9,109,192 |
| DUE TO AFFILIATE FUND | $1,380 |
| PAYABLE UNDER SECURITIES LENDING AGREEMENTS | $520,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,851,477 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,925,850 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,303,044 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$119,212 | OtherRevenueAmt |
| Revenue Not Reported | $1,183,832 | RevenueNotReportedAmt |
| Revenue Subtotal | $47,742,018 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,742,018 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,739,220 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,739,220 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $119,212 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$575,948 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$456,736 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,282,484 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 29, 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 XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -119,212. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADJUSTMENT FOR BENEFIT OBLIGATIONS -575,948. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYBETH PORTER | PersonNm |
| Title | ADMINISTRATOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $185,560 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $40,435 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $23,296 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $249,291 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS ARE COLLECTIVELY BARGAINED PIPEFITTERS UNION LOCAL 537. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES HAS GRANTED THE FUND ADMINSTRATOR AUTHORITY TO REVIEW AND FILE ALL TAX DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12 | AS AN EMPLOYEE BENEFIT PLAN, THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST POLICIES OF ERISA |
| FORM 990, PART VI, SECTION B, LINE 15 | TRUSTEES 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 19 | GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| PART XII, LINE 2C | THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| PIPEFITTERS LOCAL UNION #537 DEFERRED INCOME ANNUITY FUND | ||||
| 042760802 | EMPLOYEE BENEFITS | MA | ERISA | 0 |
| PIPEFITTERS LOCAL UNION #537 PENSION FUND | ||||
| 516030859 | EMPLOYEE BENEFITS | MA | ERISA | 0 |
| PIPEFITTERS LOCAL UNION #537 | ||||
| 041867940 | UNION | MA | 501(C)(5) | 0 |
| PIPEFITTERS LOCAL UNION #537 LABOR MANAGEMENT COOPERATIVE TRUST | ||||
| 046751112 | IDENTIFY AND EXPAND WORK OPPORTUNITIES | 501(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 |
| 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |