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PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND (EIN 04-2150983)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-08
IRS object ID
201540989349300124
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-08T14:03:43-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1
CityBALA CYNWYDCity
StatePAState
ZIP Code19004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042150983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAINTERS DISTRICT COUNCIL NO 35BusinessNameLine1
Business Name Line2HEALTH BENEFITS FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPAINBusinessNameControlTxt
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1
CityROSLINDALECity
StateMAState
ZIP Code02131ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY P SULLIVANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175241240PhoneNum
Signature2015-04-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2015-03-31PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM MCDEVITTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1
CityROSLINDALECity
StateMAState
ZIP Code02131ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$86,010,083GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.IUPATDC35.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$19,991,595PYProgramServiceRevenueAmt
CY Program Service Revenue$21,745,862CYProgramServiceRevenueAmt
PY Investment Income$4,326,386PYInvestmentIncomeAmt
CY Investment Income$2,578,244CYInvestmentIncomeAmt
PY Other Revenue$62,092PYOtherRevenueAmt
CY Other Revenue$172,163CYOtherRevenueAmt
PY Total Revenue$24,380,073PYTotalRevenueAmt
CY Total Revenue$24,496,269CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,595,137PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$17,478,339CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$515,239PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$555,097CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,307,536PYOtherExpensesAmt
CY Other Expenses$1,658,421CYOtherExpensesAmt
PY Total Expenses$19,417,912PYTotalExpensesAmt
CY Total Expenses$19,691,857CYTotalExpensesAmt
PY Revenues Less Expenses$4,962,161PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,804,412CYRevenuesLessExpensesAmt
Total Assets BOY$93,493,041TotalAssetsBOYAmt
Total Assets EOY$103,376,991TotalAssetsEOYAmt
Total Liabilities BOY$126,277TotalLiabilitiesBOYAmt
Total Liabilities EOY$204,495TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$93,366,764NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$103,172,496NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,691,857ExpenseAmt
Revenue$21,745,862RevenueAmt
DescTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.Desc
Total Program Service Expenses$19,691,857TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1234IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM MCDEVITTBusinessNameLine1
FieldValueIRS element (for citing)
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1
CityROSLINDALECity
StateMAState
ZIP Code02131ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFFREY SULLIVAN
TRUSTEE2.0040.00Yes (X)$0$161,563$70,795
PAUL CANNING
TRUSTEE2.0040.00Yes (X)$0$141,415$68,075
JOSEPH GUARINO
TRUSTEE2.0040.00Yes (X)$0$0$0
WILLIAM DOHERTY
TRUSTEE2.0040.00Yes (X)$0$146,573$68,771
CHARLES FOGELL
TRUSTEE2.0040.00Yes (X)$0$143,257$68,324
JOSEPH ITRI
TRUSTEE2.0040.00Yes (X)$0$133,235$66,971
THOMAS GUNNING
TRUSTEE2.00Yes (X)$0$0$0
MARK KENNEDY
TRUSTEE2.00Yes (X)$0$0$0
RICHARD MAURO
TRUSTEE2.00Yes (X)$0$0$0
PETER PATCH
TRUSTEE (P)2.00Yes (X)$0$0$0
MATTHEW SOEP
TRUSTEE2.00Yes (X)$0$0$0
THOMAS STEEVES
TRUSTEE2.00Yes (X)$0$0$0
PETER TOWNSEND
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM MCDEVITT
FUND ADMINISTRATOR25.0015.00$88,383$51,464$68,435Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$88,383TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$777,507TotReportableCompRltdOrgAmt
Total Other Compensation$411,371TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
CARELINK INC
225 CHAPMAN STREET SUITE 301PROVIDENCERI02905BENEFITS ADMINISTRATION$607,671
THE SEGAL COMPANY
116 HUNTINGTON AVENUEBOSTONMA02116ACTUARY$119,601
DELTA DENTAL
465 MEDFORD STREETBOSTONMA02129CLAIMS PROCESSING$112,648
NOVAK FRANCELLA LLC
ONE PRESIDENTIAL BLVD STE 330BALA CYNWYDPA19004ACCOUNTING$111,357
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$21,640,814$21,640,814
PARTICIPANT CONTRIBUTIONS900099$105,048$105,048
FieldValueIRS element (for citing)
Total Program Service Revenue$21,745,862TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,709,299TotalRevenueColumnAmt
Exclusion$1,709,299ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$62,382,759SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$61,513,814SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$868,945SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$868,945TotalRevenueColumnAmt
Exclusion$868,945ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
OTHER INCOME900099$126,724$126,724
INTEREST ON EMPLOYER CONTRIBUTION900099$45,439$45,439
FieldValueIRS element (for citing)
Other Revenue Total$172,163OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,496,269TotalRevenueColumnAmt
Related Or Exempt Func Income$21,745,862RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,750,407ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$17,478,339TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$132,212TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$231,026TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$105,979TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$59,135TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,745TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$49,538TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$103,484TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$143,257TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$125,817TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$92,416TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$45,461TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$27,378TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20,052TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,159TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,845TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
UTILIZATION REVIEW$793,211
REGULATORY FEES AND TAX$123,281
MASSACHUSETTS SURCHARGE$81,481
ALLOCATED DEPRECIATION$27,826

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,215TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$19,691,857TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,760,753BOYAmt
EOY$2,316,377EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,091,949BOYAmt
EOY$6,732,378EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$518EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$147,086LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$139,061LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,970BOYAmt
EOY$8,025EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$84,485,134BOYAmt
EOY$52,253,073EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$41,936,920EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$152,235BOYAmt
EOY$129,700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$93,493,041BOYAmt
EOY$103,376,991EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$126,277BOYAmt
EOY$85,897EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$118,598EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$126,277BOYAmt
EOY$204,495EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$93,366,764BOYAmt
EOY$103,172,496EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$93,366,764BOYAmt
EOY$103,172,496EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$93,493,041BOYAmt
EOY$103,376,991EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,804,412ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,001,320NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,086OtherCostOrOtherBasisAmt
Depreciation$139,061DepreciationAmt
Book Value$8,025BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,025TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUST$34,027,597F
HOUSING INVESTMENT TRUST, AFL-CIO$5,000,000F
LIMITED PARTNERSHIP - VONTOBEL$2,909,323F
FieldValueIRS element (for citing)
Total Book Value Securities$41,936,920TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAFFORDABLE CARE ACT REINSURANCE FEEDesc
Amt$118,598Amt
FieldValueIRS element (for citing)
Total Liability$118,598TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,227,608TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,001,320NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,001,320RevenueNotReportedAmt
Revenue Subtotal$24,226,288RevenueSubtotalAmt
Investment Expenses Not Incld$143,257InvestmentExpensesNotIncldAmt
Other Revenues Not Included$126,724OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$269,981RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,496,269TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$19,421,876TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$19,421,876ExpensesSubtotalAmt
Investment Expenses Not Incld2$143,257InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$126,724OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$269,981ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$19,691,857TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
PART XI, LINE 4B - OTHER ADJUSTMENTS:OTHER INCOME 126,724.
PART XII, LINE 4B - OTHER ADJUSTMENTS:OTHER INCOME 126,724.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY SULLIVAN
TRUSTEE$0$161,563$0$0$0$0$0$54,519$0$16,276$0$232,358$0$0
PAUL CANNING
TRUSTEE$0$141,415$0$0$0$0$0$51,799$0$16,276$0$209,490$0$0
WILLIAM DOHERTY
TRUSTEE$0$146,573$0$0$0$0$0$52,495$0$16,276$0$215,344$0$0
CHARLES FOGELL
TRUSTEE$0$143,257$0$0$0$0$0$52,048$0$16,276$0$211,581$0$0
JOSEPH ITRI
TRUSTEE$0$133,235$0$0$0$0$0$50,695$0$16,276$0$200,206$0$0
WILLIAM MCDEVITT
FUND ADMINISTRATOR$88,383$51,464$0$0$0$0$32,932$19,175$10,319$6,009$131,634$76,648$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND HAS MEMBERS. MEMBERSHIP TO THE ORGANIZATION IS DESCRIBED IN ITS CONSTITUTION WHICH IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION A, LINE 7ATHE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND MEMBERS ELECT THE SECRETARY TREASURER WHO THEN APPOINTS THE EMPLOYEE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE ADMINISTRATOR FOR REVEIW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 15BWITH APPROVAL OF BOARD OF DIRECTORS
FORM 990, PART VI, SECTION C, LINE 19THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTING THE INDEPENDENT ACCOUNTANT WHO CONDUCTS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 PENSION FUND
25 COLGATE ROADROSLINDALEMA02131046043807PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 ANNUITY FUND
25 COLGATE ROADROSLINDALEMA02131222489316PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL #35
25 COLGATE ROADROSLINDALEMA02131041699540LABOR UNIONMA501(C)(5)0
FINISHING TRADES INSTITUTE OF NEW ENGLAND
25 COLGATE ROADROSLINDALEMA02131046192794TRAINING FUNDMA501(C)(3)0170(B)(1)(A)(II)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (178 entries)

Legal Domicile StateLegalDomicileStateCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
A & A WINDOW
MA
ACK PAINTING LLC
MA
A-1 INDUSTRIAL MAINT INC
OH
AAA SIGNAGE
MA
ABSOLUTE FINISHING SYSTEMS LLC
NH
ACCURATE DOOR & WINDOW
CT
ACE AUTO & PLATE GLACE
MA
ACORN MANAGEMENT CO INC
MA
ADVANCED PAINTING SYSTEMS
PA
ALL NEW GLASS INC
WA
ALLIANCE GLASS CO
MA
ALLIED PAINTING INC
NJ
ALUMINUM & GLASS CONCEPTS
MA
AMERICAN WINDOW FILM
MA
AMSTAR OF WESTERN NEW YORK IN
NY
ANGELINI PLASTERING
MA
ASSA ABLOY ENTRANCE SYSTEMS
MA
ASSURED GLASS & ALUMINUM
NH
ATLAS PAINTING AND SHEETING CO
NY
ATSALIS BROS PAINTING
MI
AUSTIN HOULIHAN PAINTING
MA
BACK BAY SIGN COMPANY
MA
BELLO PAINTING CO
MA
BEST PAINT CORP
MA
BLAST ALL INC
CT
BLASTECH ENTERPRISES INC
MD
BOSTON BUILDERS INC
MA
BOSTON HOUSING AUTHORITY
MA
BOSTON PAINT COMPANY INC
MA
BOUCHARD PAINTING CO
NH
BRIAN T MALONE COMPANY
MA
CANNING DECORATORS LLC
CT
CAPEWAY INTERIORS INC
MA
CARDINAL WINDOW SYSTEMS INC
NH
CENTURY DRYWALL INC
RI
CHANDLER ARCHITECURAL PRODUCTS
MA
CHERRY HILL GLASS CO INC
CT
CHEVIOT CORP
MA
CLEAR CHANNEL AIRPORTS
PA
CLIFTON ARCHITECTURAL GLASS
NJ
COASTAL CONSTRUCTION & MANAGEM
MA
COASTAL GLASS & ALUMINUM INC
NH
COLONIAL SYSTEMS INC
MA
COLONY DRYWALL INC
MA
COMMERCIAL PAINTING CONTRACTOR
CT
COMMUNITY LABOR UNITED
MA
CONAN FINISHES LLC
NH
CONN ACOUSTICS INC
CT
CONNECTICUT DRYWALL FINISHING
MA
CORCON INC
OH
CREATIVE SIGNS INC
MA
CUSTOM DRYWALL
RI
CUSTOM GLASS & ALUMINUM CO INC
MA
CYPRESS CONSTRUCTION INC
CO
D&W CONSTRUCTION LLC
MA
DAVID F EGAN & COINC
MA
DAY & ZIMMERMAN NPS INC
PA
DEANGELIS IRON WORKS INC
MA
DEMERS PLATE GLASS CO
MA
EMC PAINTING INC
MA
EMR DRYWALL INC
MA
EAST COAST DRYWALL INC
MA
EAST COAST OFFICE INSTALLATION
MA
ECP BLDG ENVELOPE SPECIALISTS
NY
ENCLOS CORP
MO
EVERGREENE PAINTING STUDIOS
NY
FAZIO CONSTRUCTION CORP
MA
FCS GROUP
NY
FERGUSON NEUDORF GLASS INC
CA
FINISHING TRADE INSTITUTE
MA
FINISHING TRADES INSTITUTE
MA
FIRST CHOICE FINISHES
MA
FIRST UNION PROMO LLC
MA
FT PAINTING CORP
MA
GAMMA INSTALLATIONS INC
FL
GENERAL GLASS & MIRROR CORP
MA
GLOBE NEWSPAPER COMPANY
MA
H CARR & SONS INC
RI
HERCULES PTGVIMAS PTG JV LLC
PA
HUB GLASS CO
MA
ILAMA CONSTRUCTIONSAVE-ON-WAL
NH
INTERSTATE OFFICE PARTITIONS
MA
INT'L MNGMT FINISHING SYSTEMS
NH
IPSWICH BAY GLASS CO
MA
J&K DRYWALL INC
MA
JACKSON GLASS INC
MA
JK GLASS
MA
JOHN KORESH INSTALLATIONS LLC
PA
JOHN M KENNEDY COMPANY
MA
JOHN W EGAN CO INC
MA
K & G ENTRANCES
MA
K & J INTERIORS INC
MA
KARAS & KARAS GLASS CO INC
MA
KELTIC PAINTING LLC
MA
KIVA SYSTEMS INC
MA
KOREL CONSTRUCTION INC
RI
LAMAR ADVERTISING COMPANY
RI
LIBERTY CONSTRUCTION
MA
LIBERTY-ALPHA III JV LLC
OH
LIBERTY-ALPHA JV
MD
M&J PAINTING CO
OH
ML MCDONALD COMPANY
MA
MACKENZIE SERVICE CORP
CT
MANTA INDUSTRIAL
IN
MARINE STEEL PAINTING CORP
NY
MARSTON INDUSTRIAL SERVICES
ME
MASS ACOUSTICS INC
MA
MASS CONSTRUCTION & ASSOCINC
MA
MASSACHUSETTS BUILDING TRADES
MA
MASSEY'S GLASS & ALUMINUM INC
RI
MBTA
MA
MCADAM PAINTING CO
MA
MCCARTNEY INTERIORS
NH
MICHAEL LAHART PAINTING
MA
MIDDLESEX INTERIORS
MA
MODERN GLASS & ALUMINUM
MA
MODERN PROTECTIVE COATINGSINC
NH
MORRIS PAINTING INC
OH
MULTI MAINTENANCE INC
MA
NE SANDBLASTING & PTG CORP
MA
NEON WILLIAMS
MA
NEW FINISH SYSTEMS LLC
MA
NORTH STAR PAINTING
OH
NORTHERN CONTRACTING CORP
MA
OASIS SHOWER DOORS
MA
ODYSSEY CONTRACTING CORP
PA
OLYMPIC BUILDING & REMODELING
MA
PAINT SYSTEMS OF NE LLC
NH
PAINTERS & ALLIED TRADES DC 35
MA
PAINTING INDUSTRY LCL 806 INS
NY
PARRISH PAINTING DEV & CONSTR
MA
PAYNE CONTRACTING COMPANY
MA
PAYNE PAINTING COSAVE ON WALL
NH
PCI INTERNATIONAL INC
NY
PERMASTEELISA CLADDING TECHNOL
CT
PHONEIX DEVELOPMENT & CONSTR
NY
PORCELAIN PATCH & GLAZE CORP
MA
PRECISION PAINTING INC
MA
PRIME COATINGS INC
MA
PRO TAPE SPECIALTIES
NH
PRUDENTIAL DOOR & WINDOW
MA
QUALITY GLASS COMPANY
NH
QUINCY HOUSING AUTHORITY
MA
RPM GLASS
MA
SAFESPAN PLATFORM SYSTEMS
NY
SALEM GLASS CO INC
MA
SAMSON ENTERPRISES INC
RI
SAVE-ON-WALL CO INC
NH
SENISES ENTERPRISES INC
MA
SENTRY PAINTING INC
MA
SIGN ERECTION & MAINTENANCE
NH
SKYLINE DRYWALL INC
NH
SOEP PAINTING CORPORATION
MA
SOEP-DURWEST LLC
MA
SOUSA & CO PROFESSIONAL PTG
MA
SOUTH COAST GLASS & ALUMINUM
MA
SOUTH COAST GLASS INSTALLERS I
MA
SPRINGFIELD ADVERTISING CO
CT
STONE & WEBSTER CONSTRUCTION
MA
SUNRISE ERECTORS INC
MA
SUNTECH OF CT INC
CT
SWEENEY CONSTRUCTION SPECLTIES
MA
SWEENEY DRYWALL FINISHES CORP
MA
TAVARES LLC
RI
TEC PROTECTIVE COATINGS
NY
THE AULSON CO INC
MA
THE AULSON COMPANY LLC
MA
TOTAL GLAZING SYSTEMS
NH
TOWER GLASS CO
MA
TRI-STATE CONSTRUCTION LLC
NH
TRISTATE PAINTING INC
NH
TRUE LIGHT SYSTEMS INC
RI
US DRYWALL INC
MA
UNION INSTALLATIONS LLC
MA
UNITY CONSTRUCTION INC
NH
WAYSIDE GLASS & MIRROR CO INC
MA
WILLIAMS POWER CORP
GA
ZAPATA CONSTRUCTION
MA
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd