2025-10-31T10:51:43-05:00 2024-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-01-01 046116422 SHEET METAL WORKERS LOCAL NO 63 HEALTH AND WELFARE FUND SHEE 6178981301 1157 ADAMS STREET 1ST FLOOR DORCHESTER MA 02124 MICHAEL LAFLEUR TRUSTEE 6178981301 2025-10-21 1 1 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z X X RICHARD KEOGH 1157 ADAMS ST DORCHESTER MA 02124 5738671 0 X N/A X 1948 MA PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS X 6 6 1 0 0 0 0 0 6047237 5588613 297862 150058 0 0 6345099 5738671 0 0 6399450 5495489 98974 113735 0 0 0 620676 586764 7119100 6195988 -774001 -457317 4221766 0 0 0 4221766 0 NONE 0 0 PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 0 X RICHARD KEOGH 6178981301 1157 ADAMS ST DORCHESTER MA 02124 X MICHAEL LAFLEUR TRUSTEE 1.00 X 0 0 0 ANTHONY VIEIRA TRUSTEE 1.00 X 0 0 0 EDWARD O'KEEFE TRUSTEE 1.00 X 0 0 0 DANIEL KLEEGERG TRUSTEE 1.00 X 0 0 0 DAVID POWELL TRUSTEE 1.00 X 0 0 0 THOMAS GUNNING TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 BCBS PO BOX 4184 BOSTON MA 02211 231335 1 CONTRACTOR CONTRIBUTIO 525100 5120217 5120217 MEMBER CONTRIBUTIONS 525100 468396 468396 5588613 141723 141723 8335 0 8335 8335 8335 5738671 5588613 0 150058 5495489 88524 16492 8719 23251 55332 5833 46000 65128 11775 83 15474 STOP/LOSS PREMIUMS 352997 PCORI FEES 10577 DUES AND SUBSCRIPTIONS 314 6195988 807045 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3413721 0 0 0 1000 0 4221766 0 0 0 0 0 X 0 0 0 0 4221766 0 4221766 0 4221766 0 -457317 17416 -3781865 X X 0 1 X 1 0 0 0 0 0 X 5750254 17416 17416 5732838 5833 5833 5738671 6190155 0 6190155 5833 5833 6195988 PART X, LINE 2: ACCOUNTING STANDARDS CODIFICATION FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, CLASSIFICATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. 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. INVESTMENTS 2024-12-31 3570406 FMV 042088633 SHEET METAL WORKERS LOCAL UNION 17 INSURANCE FUND 1157 ADAMS ST DORCHESTER MA 02124 501(C)(9) EMPLOYEE CONTRIBUTION RECEIVABLES 2024-12-31 39091 FMV 042088633 SHEET METAL WORKERS LOCAL UNION 17 INSURANCE FUND 1157 ADAMS ST DORCHESTER MA 02124 501(C)(9) DEPOSITS 2024-12-31 1000 FMV 042088633 SHEET METAL WORKERS LOCAL UNION 17 INSURANCE FUND 1157 ADAMS ST DORCHESTER MA 02124 501(C)(9) CASH 2024-12-31 171368 FMV 042088633 SHEET METAL WORKERS LOCAL UNION 17 INSURANCE FUND 1157 ADAMS ST DORCHESTER MA 02124 501(C)(9) 0 0 0 0 1 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12 AS AN EMPLOYEE BENEFIT PLAN WE ARE SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS REVEIVED ANNUALLY BY THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 1: NO CHANGE IN ACCOUNTING METHOD (MODIFIED CASH BASIS) FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PREOCESS OR SELECTION OF INDEPENDENT ACCOUNTANT. NORTHEAST REGIONAL COUNCIL OF SMART 1157 ADAMS STREET DORCHESTER MA 02124 862091145 UNION MA 501 0 SMW 63 EDUCATION FUND 32 STEVENS STREET SPRINGFIELD MA 01104 237267027 EDUCATION MA 501 3 0 BARNABY HEATING & COOLING LLC MA BONNER SHEET METAL CORP MA CARL FISHER COMPANY INC MA CRRC MA MA DOBBERT COMPANIES INC MA GREENWOOD INDUSTRIES INC MA JD RIVET CO MA KLEEBERG MECHANICAL SERVICES LLC MA KLEEBERG SHEET METAL INC MA LABCO AIR & WATER BALANCING INC CT LK SHEET METAL CT M&W HEATING MA MCGILL AIRFLOW LLC MA MORDERNIZED ARCHITECTURAL SHEET METAL MA MORAN SHEET METAL INC MA N&T MECHANICAL CONTRACTORS INC MA NORTHEAST HVAC INC MA PERFORMANCE TESTING & BALANCING LLC MA PITTSFIELD PIPERS INC MA PRECISION AIR TESTING & BALANCING INC RI ROYAL STEAM HEATER COMPANY MA SMW LOCAL 63 APP BOOKKEEPER MA SMW #63 LABOR MANAGEMENT MA SMW LOCAL #63 APPR INSTR MA TITAN ROOFING INC MA US TEST & BALANCE GROUP NY WILLIAM F LYNCH COMPANY MA WORCESTER AIR CONDITIONING LLC MA YANKEE SHEET METAL INC CT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0