2016-04-18T00:00:00-05:00 2015-06-30 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2014-07-01 222618894 MASSACHUSETTS PUBLIC EMPLOYEES HEALTH AND WELFARE FUND MASS 6174264440 8 ESSEX CENTER DRIVE 3RD FLOOR PEABODY MA 01960 SUSAN FOURNIER FUND ADMINISTRATOR 6174264440 2016-04-13 1 JEANNIE MICKEL P01058630 9789751099 2014 2016-08-17 19:52:53Z SUSAN FOURNIER 8 ESSEX CENTER DRIVE 3RD FLOOR PEABODY MA 01960 31955046 0 X WWW.MPEFUND.ORG X 1984 MA TO PROVIDE & ADMINISTER BENEFITS 9 9 6 0 0 0 0 0 25014165 26275248 2499893 2099028 2479 445 27516537 28374721 0 0 23016257 23918052 404079 349398 0 0 0 433646 443231 23853982 24710681 3662555 3664040 40999858 43359569 4682476 4970971 36317382 38388598 TO PROVIDE AND ADMINISTER BENEFITS. 0 0 TO PROVIDE AND ADMINISTER THE PLANS OF DENTAL AND VISION BENEFITS FOR AN ESTIMATED 36,192 MEMBERS. 0 0 0 0 0 0 0 0 0 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 5 0 1 6 1 0 0 0 0 0 0 0 0 X 9 9 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 JAMES HILL 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 129016 0 23379 129016 0 23379 1 0 0 0 DELTA DENTAL 465 MEDFORD STREET BOSTON MA 02129 DENTAL ADMINISTRATION 1172327 DAVIS VISION 63 SHORE ROAD WINCHESTER MA 01890 VISION ADMINISTRATION 104516 2 EMPLOYER CONTRIBUTIONS 25729897 25729897 COBRA CONTRIBUTIONS 545351 545351 26275248 1201612 1201612 4477741 3580325 897416 897416 897416 GOSE 445 445 445 28374721 26275693 0 2099028 23918052 127990 144527 20225 36040 20616 45520 19850 119569 20901 23966 34136 2969 18513 21372 MEMBER COMMUNICATION 75018 POSTAGE 19331 TELEPHONE 11668 TEMPORARY HELP 10583 19835 24710681 5051376 100 1388888 8073125 3835913 1922658 16532 16842 269977 197084 60879 72893 30494301 33075772 151969 198179 40999858 43359569 209040 202580 4473436 4768391 4682476 4970971 X 0 0 0 0 36317382 38388598 36317382 38388598 40999858 43359569 3664040 -1592824 0 X X 0 1 X 1 0 269977 197084 72893 72893 ACCUMULATED ELIGIBILITY CREDITS 1965669 CLAIMS PAYABLE 1933712 EST. LIAB. INCURRED BUT UNREPORTED CLAIMS 869010 4768391 X 26662328 -1592824 -1592824 28255152 119569 119569 28374721 24296157 0 24296157 119569 294955 414524 24710681 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, 2015, 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 294,955. 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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