2020-12-14T12:05:14-06:00 2020-02-29 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2019-03-01 042167074 PIPEFITTERS UNION LOCAL NO 537 HEALTH & WELFARE FUND PIPE 6177875550 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 021251638 THOMAS P KERR TRUSTEE 6177875550 2020-12-10 1 JEANNIE MICKEL P01058630 9789751099 173.162.188.213 2020-12-14 13:02:57 ES P 7ADBD96C547CBE419AC9B87DCFC7EE63ECE44F7B 57CAB1478FA21B4BB6BCA0ED5F2D8E49AC86AE59 2019 2022-01-07 14:23:13Z THOMAS P KERR 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 021251638 60070792 0 X N/A X 1953 MA HEALTH & WELFARE BENEFITS 6 6 0 0 0 0 0 0 43792827 47112196 103797 629777 361 45 43896985 47742018 0 0 38906265 38561435 149842 185475 0 0 0 1089580 1535574 40145687 40282484 3751298 7459534 46838790 55173860 10464602 10037094 36374188 45136766 HEALTH & WELFARE BENEFITS 0 0 HEALTH & WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 X MARYBETH PORTER 6177875550 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 02125 JOHN J CANAVAN TRUSTEE 1.00 4.00 X 0 0 0 THOMAS P KERR TRUSTEE 1.00 5.00 X 0 0 0 PAUL R CAMPBELL TRUSTEE 1.00 4.00 X 0 0 0 STEPHEN P AFFANATO TRUSTEEE - CHAIRMAN 1.00 5.00 X X 0 0 0 DAVID CANNISTRARO TRUSTEE 1.00 4.00 X 0 0 0 DANIEL T O'BRIEN TRUSTEE 1.00 4.00 X 0 0 0 MARYBETH PORTER ADMINISTRATOR 17.00 23.00 X 0 185560 63731 0 185560 63731 0 0 1 0 BLUE CROSS BLUE SHIELD 25 TECHNOLOGY PLACE HINGHAM MA 02043 ADMIN FEES 1626438 EXPRESS SCRIPTS INC 1 EXPRESS WAY ST LOUIS MO 63121 ADMIN FEES 167434 2 EMPLOYER CONTRIBUTIONS 900099 45995895 45995895 EMPLOYEE CONTRIBUTIONS 900099 1116301 1116301 47112196 519794 519794 12438757 12328774 109983 109983 109983 OTHER INCOME 900099 45 45 45 47742018 47112241 0 629777 38561435 127890 57585 23594 60326 119212 37750 22450 52816 15652 3167 PREMIUMS - EXCESS LOSS 1146561 LEASE PAYMENTS 24807 ACA FEES 14002 POSTAGE 10979 4258 40282484 12285471 18632585 6374636 6345674 530 265 12039644 13603551 11901594 12522167 4236915 4069618 46838790 55173860 669368 185617 9795234 9851477 10464602 10037094 X 36374188 45136766 36374188 45136766 46838790 55173860 7459534 1303044 0 X X 0 1 X 1 0 0 STANDARD LIFE INVESTMENT GLOBAL 4901947 F BLUE ROCK CAPITAL FD LP 7620220 F 12522167 INSURANCE DEPOSITS 4000000 INTEREST AND DIVIDENDS RECEIVABLE 69618 4069618 SECURITIES PURCHASED PAYABLE 220009 BENEFITS PAYABLE 9109192 DUE TO AFFILIATE FUND 1380 PAYABLE UNDER SECURITIES LENDING AGREEMENTS 520896 9851477 X 48925850 1303044 -119212 1183832 47742018 0 47742018 40739220 0 40739220 119212 -575948 -456736 40282484 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. 0 0 0 MARYBETH PORTER ADMINISTRATOR 0 185560 0 0 0 0 0 40435 0 23296 0 249291 0 0 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. 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