2025-12-15T11:49:08-06:00 2025-02-28 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-03-01 042167074 PIPEFITTERS UNION LOCAL NO 537 HEALTH & WELFARE FUND PIPE 6177875550 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 021251638 JAMES CURRAN ADMINISTRATOR 6177875550 2025-12-12 1 0 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z JAMES CURRAN 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 021251638 82648867 0 X N/A X 1953 MA HEALTH & WELFARE BENEFITS 6 6 0 0 0 0 0 0 59109811 61950671 2041715 1117796 0 0 61151526 63068467 0 0 50802378 56320498 256150 306214 0 0 0 2762461 3011264 53820989 59637976 7330537 3430491 87102089 92581230 13103591 11481618 73998498 81099612 HEALTH & WELFARE BENEFITS 0 0 HEALTH & WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 0 1 0 1 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 28 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 X JAMES CURRAN 6177875550 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 02125 JOHN J CANAVAN TRUSTEE 1.00 4.00 X 0 0 0 STEPHEN P AFFANATO TRUSTEEE 1.00 5.00 X X 0 0 0 DAVID G CANNISTRARO TRUSTEE 1.00 4.00 X 0 0 0 DANIEL T O'BRIEN TRUSTEE 1.00 4.00 X 0 0 0 BRIAN A NICHOLSON TRUSTEE 1.00 4.00 X 0 0 0 JAMES M O'BRIEN TRUSTEE 1.00 4.00 X 0 0 0 JAMES CURRAN ADMINISTRATOR 17.00 23.00 X 0 214668 73528 0 214668 73528 0 0 1 0 BLUE CROSS BLUE SHIELD 25 TECHNOLOGY PLACE HINGHAM MA 02043 ADMIN FEES 2099697 MODERN ASSISTANCE PROGRAMS 300 CONGRESS STREET 104 QUINCY MA 02169 ADMIN FEES 130887 EXPRESS SCRIPTS INC 1 EXPRESS WAY ST LOUIS MO 63121 ADMIN FEES 109663 3 EMPLOYER CONTRIBUTIONS 900099 60599508 60599508 EMPLOYEE CONTRIBUTIONS 900099 1351163 1351163 61950671 1081129 1081129 19617067 19580400 36667 36667 36667 63068467 61950671 0 1117796 56320498 209557 96657 37750 64788 112052 88371 12074 119086 4215 6585 PREMIUMS - EXCESS LOSS 2489226 LEASE PAYMENTS 33251 POSTAGE 21339 ACA FEES 20251 2276 59637976 29803538 11979954 7327204 8088259 9474596 40283646 54168479 9687701 8869942 87102089 92581230 408659 361157 12694932 11120461 13103591 11481618 X 73998498 81099612 73998498 81099612 87102089 92581230 3430491 3670623 0 X X 0 1 X 1 0 0 ARENA SHORT DURATION HIGH YIELD FUN 16316241 F IR&M SHORT FUND LLC 25235654 F IR&M INTERMEDIATE FUND LLC 12616584 F 54168479 INSURANCE DEPOSITS 3533364 INTEREST AND DIVIDENDS RECEIVABLE 16868 SECURITIES SOLD 3964 CYBER ATTACK RECEIVABLE 5315746 8869942 BENEFITS PAYABLE 10961402 DUE TO AFFILIATE FUND 159059 11120461 X 66627038 3670623 3670623 62956415 112052 112052 63068467 61175995 0 61175995 112052 -1650071 -1538019 59637976 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 FEBRUARY 28, 2025, 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 XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR BENEFIT OBLIGATIONS -1,650,071. 0 0 0 JAMES CURRAN ADMINISTRATOR 0 214668 0 0 0 0 0 46332 0 27196 0 288196 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE COLLECTIVELY BARGAINED PIPEFITTERS UNION LOCAL 537. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS GRANTED THE FUND ADMINSTRATOR AUTHORITY TO REVIEW AND FILE ALL TAX DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 12 AS AN EMPLOYEE BENEFIT PLAN, THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST POLICIES OF ERISA FORM 990, PART VI, SECTION B, LINE 15 TRUSTEES RECEIVE NO COMPENSATION. THE BENEFIT FUND STAFF IS REVIEWED ANNUALLY AND COMPENSATION DATA IS REVIEWED BY BOTH THE BOARD OF TRUSTEES AND AN OUTSIDE CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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