2025-10-24T07:51:03-05:00 2024-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-01-01 046148460 ROOFERS UNION LOCAL NO 33 INSURANCE FUND ROOF 7813411657 53 EVANS DR STOUGHTON MA 02072 PAUL BICKFORD TRUSTEE 7813411657 2025-10-14 1 1 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z ANNA BROUSAIDES 53 EVANS DRIVE STOUGHTON MA 02072 15896847 0 X N/A X 1951 MA PROVIDE MEDICAL, LIFE AND DISABILITY INSURANCE BENEFITS TO UNION MEMBERS AND THEIR FAMILIES 6 6 4 0 0 0 0 0 13479443 13992398 210206 -75525 0 0 13689649 13916873 0 0 10299294 8363517 0 0 0 0 0 1378988 1552914 11678282 9916431 2011367 4000442 10265345 9702725 54447668 49414482 -44182323 -39711757 PROVIDE HOSPITAL, MAJOR MEDICAL, PRESCRIPTIONS, VISION CARE, DENTAL CARE, LIFE AND LONG-TERM DISABILITY BENEFITS MEMBERS AND/OR BENEFICIARIES 0 0 PROVIDE HOSPITAL, MAJOR MEDICAL, PRESCRIPTIONS, VISION CARE, DENTAL CARE,LIFE AND LONGTERM DISABILITY BENEFITS TO MEMBERS AND THEIR FAMILIES AND/OR BENEFICIARIES. 0 0 0 0 0 0 0 0 0 1 1 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 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 0 0 1 0 1 0 X ANNA BROUSAIDES 7813411657 53 EVANS DRIVE STOUGHTON MA 02072 X MARK BROUSSEAU TRUSTEE 2.00 X 0 0 0 DAVID KLEIN TRUSTEE 2.00 X 0 0 0 JOHN MARCONE TRUSTEE 2.00 X 0 0 0 PAUL BICKFORD TRUSTEE 2.00 X 0 0 0 THOMAS S GUNNING TRUSTEE 2.00 X 0 0 0 JOSEPH FERRIS JR TRUSTEE 2.00 X 0 0 0 ANNA BROUSAIDES ADMINISTRATOR 40.00 X 0 136770 74644 0 136770 74644 0 0 1 0 BCBS 401 PARK DRIVE BOSTON MA 02215 CLAIMS ADMINISTRATION 488027 1 EMPLOYER CONTRIBUTIONS 525100 13642185 13642185 PARTICIPANT CONTRIBUTIONS 525100 350213 350213 13992398 269588 269588 1634861 1979974 -345113 -345113 -345113 13916873 13992398 0 -75525 8363517 20000 26500 7289 52250 939 2218 STOP/LOSS PREMIUMS 1280695 ADMINISTRATION FEES 155669 PCORI FEES 4968 PRINTING EXPENSE 2386 9916431 1957850 826418 1877339 2031216 20939 20939 0 0 4340867 4702474 1996989 2009039 92300 133578 10265345 9702725 10840 14834 54436828 49399648 54447668 49414482 X 0 0 0 0 -44182323 -39711757 -44182323 -39711757 10265345 9702725 4000442 470124 0 X 0 1 X 0 0 20939 20939 0 0 U.S. REAL ESTATE INVESTMENT FUND 728078 F AFL-CIO HOUSING INVESTMENT TRUST 653623 F UNION LABOR LIFE POOLED SEPARATE ACCT 627338 F 2009039 ESTIMATED BENEFIT OBLIGATIONS 49399648 49399648 X 14379708 470124 470124 13909584 7289 7289 13916873 14946322 0 14946322 7289 -5037180 -5029891 9916431 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 DECEMBER 31, 2024, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PART XII, LINE 4B CHANGE IN BENEFIT OBLIGATIONS 0 0 0 ANNA BROUSAIDES ADMINISTRATOR 0 136770 0 0 0 0 0 47330 0 27314 0 211414 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSISTS OF UNION MEMBERS WHO PARTICIPATE IN THE HEALTH AND WELFARE PLAN. FORM 990, PART VI, SECTION A, LINE 7A THE UNION MEMBERS APPOINT THREE TRUSTEES TO THE GOVERNING BOARD AND THE EMPLOYERS APPOINT THREE. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE THE BENEFITS PACKAGE. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR REVIEWS THE FORM 990 WITH A GROUP OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE. IN ADDITION, OUR ORGANIZATION FILES AN ANNUAL FINANCIAL REPORT WITH THE DEPARTMENT OF LABOR WHICH CAN BE OBTAINED FORM 990, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE. IN ADDITION, OUR ORGANIZATION FILES AN ANNUAL FINANCIAL REPORT WITH THE DEPARTMENT OF LABOR WHICH CAN BE OBTAINED. 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