2017-02-01T11:29:07-06:00 2016-06-30 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2015-07-01 222618894 MASSACHUSETTS PUBLIC EMPLOYEES HEALTH AND WELFARE FUND MASS 6174264440 8 ESSEX CENTER DRIVE 3RD FLOOR PEABODY MA 01960 SUSAN FOURNIER FUND ADMINISTRATOR 6174264440 2017-01-25 1 JEANNIE MICKEL P01058630 9789751099 2015 2021-01-29 14:40:06Z SUSAN FOURNIER 8 ESSEX CENTER DRIVE 3RD FLOOR PEABODY MA 01960 36195033 0 X WWW.MPEFUND.ORG X 1984 MA TO PROVIDE & ADMINISTER BENEFITS 8 8 4 0 0 0 0 0 26275248 26324348 2099028 1880293 445 0 28374721 28204641 0 0 23918052 24323366 349398 379049 0 0 0 443231 444255 24710681 25146670 3664040 3057971 43359569 46808470 4970971 4955773 38388598 41852697 TO PROVIDE AND ADMINISTER BENEFITS. 0 0 TO PROVIDE AND ADMINISTER THE PLANS OF DENTAL AND VISION BENEFITS FOR AN ESTIMATED 34,100 MEMBERS. 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 4 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SUSAN FOURNIER 6174264440 8 ESSEX CENTER DRIVE 3RD FLOOR PEABODY MA 01960 JOSEPH DELOREY TRUSTEE 2.00 X 0 0 0 EDWARD HUNTER TRUSTEE 2.00 X 0 0 0 MARK D'ANGELO TRUSTEE 2.00 X 0 0 0 MARYELLEN LYONS TRUSTEE 2.00 X 0 0 0 MARK DELLORUSSO TRUSTEE 2.00 X 0 0 0 MICHAEL GRUNKO TRUSTEE 2.00 X 0 0 0 RHETT CAVICCHI TRUSTEE 2.00 X 0 0 0 SEAN NELSON TRUSTEE 2.00 X 0 0 0 SUSAN FOURNIER EXECUTIVE DIRECTOR/FUND AD 40.00 X 121955 0 23598 121955 0 23598 1 0 0 0 DELTA DENTAL 465 MEDFORD STREET BOSTON MA 02129 DENTAL ADMINISTRATION 1276209 DAVIS VISION 63 SHORE ROAD WINCHESTER MA 01890 VISION ADMINISTRATION 103632 2 EMPLOYER CONTRIBUTIONS 25688214 25688214 COBRA CONTRIBUTIONS 636134 636134 26324348 1218353 1218353 8652332 7990392 661940 661940 661940 28204641 26324348 0 1880293 24323366 127152 161895 24421 39404 26177 45500 19850 135799 28824 2490 47769 2545 25791 18773 MEMBER COMMUNICATION 63245 POSTAGE 15354 TELEPHONE 12242 UTILITIES 5397 20676 25146670 100 10100 8073125 5826660 1922658 1751743 16842 14163 356579 222875 72893 133704 33075772 38882578 198179 189522 43359569 46808470 202580 230337 4768391 4725436 4970971 4955773 X 0 0 0 0 38388598 41852697 38388598 41852697 43359569 46808470 3057971 406128 0 X X 0 1 X 1 0 25901638 27586 4500 25924724 1.00000 0 0 356579 222875 133704 133704 ACCUMULATED ELIGIBILITY CREDITS 2010152 CLAIMS PAYABLE 1689239 EST. LIAB. INCURRED BUT UNREPORTED CLAIMS 1026045 4725436 X 28474970 406128 406128 28068842 135799 135799 28204641 25053826 0 25053826 135799 -42955 92844 25146670 PART V, LINE 4: TO FURTHER THE STATED MISSION OF THE FUND 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 JUNE 30, 2016, 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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PLAN'S TOTAL BENEFIT OBLIGATIONS -42,955. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZED WITH MEMBERS WHO ARE QUALIFYING PUBLIC EMPLOYEES FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND CLARIFICATION IS PROVIDED BY THE CPA FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 15A PERSONNEL COMMITTEE REVIEWS AND APPROVES USING COMPARABLE DATA AND COST OF LIVING DATA FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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