2018-01-09T11:17:07-06:00 2017-02-28 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2016-03-01 042167074 PIPEFITTERS UNION LOCAL # 537 HEALTH & WELFARE FUND PIPE 6177875550 35 TRAVIS STREET UNIT 1 ALLSTON MA 021341251 BRIAN P KELLY TRUSTEE 6177875550 2017-12-21 1 JEANNIE MICKEL P01058630 9789751099 173.162.188.213 2017-12-21 12:12:42 ES P B1622048DC2FA161F93FA6E15ECC75076AE96EF6 7C37F42EBCAA1C8792ABFFD683EF8B1EC057B132 2016 2021-01-29 14:40:06Z BRIAN P KELLY 35 TRAVIS STREET UNIT 1 ALLSTON MA 021341251 63742077 0 X N/A X 1953 MA HEALTH & WELFARE BENEFITS 6 6 0 0 0 0 0 0 36470876 37115545 -25290 281596 0 1258 36445586 37398399 0 0 28112191 34523481 240115 167768 0 0 0 2454258 1074603 30806564 35765852 5639022 1632547 40081541 41314044 1220175 8660021 38861366 32654023 HEALTH & WELFARE BENEFITS 0 0 36329659 HEALTH & WELFARE BENEFITS 36329659 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 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 35 TRAVIS STREET UNIT 1 ALLSTON MA 021341251 JOHN J CANAVAN TRUSTEE 1.00 4.00 X 0 0 0 WILLIAM C YOUNG TRUSTEE 1.00 4.00 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 BRIAN P KELLY TRUSTEE 1.00 5.00 X 0 0 0 DAVID CANNISTRARO TRUSTEE 1.00 4.00 X 0 0 0 MARYBETH PORTER ADMINISTRATOR 17.00 23.00 X 0 140896 57127 0 140896 57127 0 0 1 0 BLUE CROSS BLUE SHIELD 25 TECHNOLOGY PLACE HINGHAM MA 02043 ADMIN FEES 1313925 1 EMPLOYER CONTRIBUTIONS 900099 36245423 36245423 EMPLOYEE CONTRIBUTIONS 900099 870122 870122 37115545 526220 526220 26099054 26343678 -244624 -244624 -244624 OTHER INCOME 900099 1258 1258 1258 37398399 37116803 0 281596 34523481 114521 48691 4556 21285 127279 110399 17955 42234 5016 16580 PREMIUMS - EXCESS LOSS 498422 ACA FEES 153081 CONSULTING & ACTUARIAL 70749 11603 35765852 8062559 6808236 593606 569455 4675111 5505523 16766 186 18609614 15086471 8233829 8123885 5110344 40081541 41314044 308015 384521 912160 8275500 1220175 8660021 X 38861366 32654023 38861366 32654023 40081541 41314044 X 1632547 508013 -8347903 0 X X 0 1 X 1 0 0 STANDARD LIFE INVESTMENT GLOBAL 4087423 F BLUE ROCK CAPITAL FD LP 4146406 F 8233829 INSURANCE DEPOSITS 5000000 INTEREST AND DIVIDENDS RECEIVABLE 101170 DUE FROM PENSION FUND 8330 DUE FROM SALE OF INVESTMENTS 844 5110344 PAYABLE UNDER SECURITIES LENDING AGREEMENT 2634 SECURITIES PURCHASED PAYABLE 488770 BENEFITS PAYABLE 7784096 8275500 X 37796013 508013 -110399 397614 37398399 0 37398399 36219260 0 36219260 110399 -563807 -453408 35765852 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 28, 2017, 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 -110,399. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR BENEFIT OBLIGATIONS -563,807. 0 0 0 MARYBETH PORTER ADMINISTRATOR 0 140896 0 0 0 0 0 36431 0 20696 0 198023 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. FORM 990, PART XII, LINE 2C: PROCESS DID NOT CHANGE FROM THE PRIOR YEAR, PART XI, LINE 8: PRIOR PERIOD ADJUSTMENT RELATING TO BENEFITS PAYABLE. PRIOR PERIOD ADJUSTMENT RELATING TO BENEFITS PAYABLE. 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