2019-10-02T11:00:49-07:00 2018-12-31 131577780 Schultheis & Panettieri LLP 450 Wireless Blvd Hauppauge NY 11788 990 2018-01-01 042191579 NEW ENGLAND CARPENTERS HEALTH BENEFITS FUND NEWE 9786941000 350 FORDHAM ROAD WILMINGTON MA 01887 RICHARD S MONARCA Exec Dir. CT 2019-10-02 true CAROL WESTFALL P00539069 6312734778 2018 2020-01-14 16:20:31Z RICHARD S MONARCA 350 FORDHAM ROAD WILMINGTON MA 01887 502132354 false false X www.carpentersfund.org X 1955 MA THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 20 20 0 32 0 140204052 203054028 3788641 30785623 91101 143992693 233930752 0 132346939 107967585 2639421 0 0 0 7706622 14149898 142692982 122117483 1299711 111813269 263706317 365932324 97621758 28051968 166084559 337880356 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false true true false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false true 521 0 true 0 false false false false false false false false false false false false false false false X 20 20 false false true false false true false true true false false true false false false false true true true false X RICHARD S MONARCA 9786941000 350 FORDHAM ROAD WILMINGTON MA 01887 THOMAS J FLYNN Chairman 1.00 39.00 X 0 0 0 THOMAS STEEVES SECRETARY/TREAS 1.00 3.00 X 0 0 0 GEORGE A ALLEN Trustee 1.00 3.00 X 0 0 0 GEORGE BIDGOOD - THRU 010118 Trustee 1.00 3.00 X 0 0 0 MICHAEL C SANCHEZ Trustee 1.00 3.00 X 0 0 0 THOMAS J GUNNING Trustee 1.00 3.00 X 0 0 0 MICHAEL SHAUGHNESSY Trustee 1.00 3.00 X 0 0 0 WILLIAM SHEA Trustee 1.00 3.00 X 0 0 0 GARY DECOSTA Trustee 1.00 39.00 X 0 0 0 JACK DONAHUE Trustee 1.00 39.00 X 0 0 0 JOSEPH GANGI JR Trustee 1.00 39.00 X 0 0 0 JASON GARAND Trustee 1.00 39.00 X 0 0 0 JOHN MURPHY Trustee 1.00 39.00 X 0 0 0 BRIAN RICHARDSON Trustee 1.00 39.00 X 0 0 0 CHRISTOPHER PENNIE Trustee 1.00 3.00 X 0 0 0 JOHN BUTTS - EFF 0118 Trustee 1.00 3.00 X 0 0 0 JOSEPH EPIFANO - EFF 0118 Trustee 1.00 3.00 X 0 0 0 DAVID RAMPONE - EFF 0118 Trustee 1.00 3.00 X 0 0 0 MARTIN ALVARENGA - EFF 0118 Trustee 1.00 39.00 X 0 0 0 W PAUL LANDER - EFF 0118 Trustee 1.00 39.00 X 0 0 0 JEFF WOLCHESKI - EFF 0118 Trustee 1.00 39.00 X 0 0 0 JEFFREY W WERNER Executive Dir. 11.00 26.50 X 0 224501 50361 RICHARD S MONARCA Exec Dir. CT 15.00 25.00 X 0 189516 35046 SUZANNE M SMITH CFO 9.00 28.50 X 0 176968 50472 ROBERT R SICA CIO 6.00 31.50 X 0 142359 50472 JOEL CONNER CONTROLLER 9.00 28.50 X 0 133115 50472 PAUL GREELEY CAP DIRECTOR 40.00 0.00 X 0 119363 56754 INGRID BIEREN COO 0.00 37.50 X 0 116246 50472 1102068 344049 0 false true false MASSACHUSETTS BLUE CROSS BLUE SHIELD 401 PARK DR BOSTON MA 02215 CLAIMS PROCESSOR 4016087 ANTHEM BLUE CROSS BLUE SHIELD 108 LEIGUS ROAD WALLINGFORD CT 06492 CLAIMS PROCESSOR 645086 DELTA DENTAL 465 MEDFORD STREET BOSTON MA 02129 CLAIMS PROCESSOR 553780 IORA HEALTH 222 THIRD STREET 3100 CAMBRIDGE MA 02142 HEALTH PATIENT CARE 507204 THE SEGAL COMPANY 116 HUNTINGTON AVENUE BOSTON MA 02116 ACTUARIAL & CONSULT 456675 10 0 EMPLOYER CONTRIBUTIONS 900099 191668458 191668458 PARTIC CONTRIBS BUY-IN 900099 11385570 11385570 203054028 3744564 32 3744532 0 0 0 295242661 268201602 27041059 27041059 27041059 0 0 0 REBATES, FEES, CHARGES 900099 91101 91101 91101 233930752 203145129 32 30785591 0 0 0 107967585 0 0 0 0 0 0 0 199926 202251 0 0 450110 523035 0 606426 535410 0 275344 0 0 17081 0 0 568584 148944 administrative fees 6844749 REIMBURSED P/R, TAXES & BENE 3724269 REPAIRS & MAINTENANCE 30109 AUTO 23660 0 122117483 0 0 0 2549455 11333980 39983080 40949659 0 17726481 22388050 0 0 0 0 785815 129170 7726058 5411558 2822477 2314500 64259138 83152847 135579871 202416113 0 0 3248005 263706317 365932324 4606910 2414554 93014848 25637414 97621758 28051968 X 166084559 337880356 166084559 337880356 263706317 365932324 X 111813269 -36707234 96689762 X false true X true false 382704 188045 194659 7343354 5223513 2119841 2314500 202416113 BEN OBLIG CURRENTLY PAYABLE 23151809 PAYABLE UNDER SECURITIES LENDING 2485605 25637414 196773408 -36707234 -36707234 233480642 450110 450110 233930752 191530412 191530412 450110 -69863039 -69412929 122117483 X X false false false INGRID BIEREN COO 116068 178 31987 18485 166718 JEFFREY W WERNER Executive Dir. 210037 14464 31876 18485 274862 JOEL CONNER CONTROLLER 132902 213 31987 18485 183587 PAUL GREELEY CAP DIRECTOR 116049 3314 38066 18688 176117 RICHARD S MONARCA Exec Dir. CT 181024 8492 17334 17712 224562 ROBERT R SICA CIO 142194 165 31987 18485 192831 SUZANNE M SMITH CFO 171392 5000 576 31987 18485 227440 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents THE ORGANIZATION'S TRUST AND PLAN AGREEMENT WAS AMENDED TO INCLUDE THE MERGER WITH TWO ADDITIONAL HEALTH AND WELFARE PLANS EFFECTIVE JANUARY 1, 2018. AS A RESULT, THE NUMBER OF BOARD MEMBERS WAS SET AT TEN UNION AND TEN EMPLOYER TRUSTEES. Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management The organization's board of trustees review compensation of the officers and key employees on an annual basis. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available 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. Other Changes In Net Assets Or Fund Balances - Other Increases MERGER = $96689762 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. NEW ENGLAND CARP PENSION FUND 350 FORDHAM ROAD WILMINGTON MA 01887 042305512 PROVIDE ret BEN TO ITS PARTIC MA 501(A) N/A NA false NEW ENGLAND CARP GUARANTEED AN FD 350 FORDHAM ROAD WILMINGTON MA 01887 042776873 PROVIDE ANNUITY BEN TO ITS PARTIC MA 501(A) N/A NA false NEW ENGLAND CARP VACATION SAV PLAN 350 FORDHAM ROAD WILMINGTON MA 01887 043322721 TO PROVIDE VAC BEN TO ITS PARTICIPANTS MA 501(C)(9) N/A NA false NEW ENGLAND CARP TRAINING FUND 13 HOLMAN ROAD MILLBURY MA 01527 042675425 TO PROVIDE TRAINING & EDUC TO PARTIC MA 501(C)(3) 2 NA false NEW ENGLAND REGIONAL CNCL OF CARP 750 DORCHESTER AVENUE BOSTON MA 02125 043322535 LABOR UNION MA 501(C)(5) N/A N/A false false false false false false false false false false false true false false true true true false false false PART VII - SUPPLEMENTAL INFORMATION THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED ORGANIZATIONS IS THAT WHICH WAS AVAILABLE TO THE FILING ORGANIZATION AT THE TIME OF THIS FILING.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/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS.