2014-10-14T16:27:52-05:00 2013-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET STE 140 NORTH ANDOVER MA 01845 990 2013-01-01 042163872 IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND HEALTH AND WELFARE FUND IRON 6172653757 161 GRANITE AVENUE DORCHESTER MA 02124 VERONICA DYER FUND ADMINISTRATOR 8006373736 2014-10-08 1 JEANNIE MICKEL P01058630 9789751099 2013 2015-11-30 17:44:51Z VERONICA DYER 161 GRANITE AVE DORCHESTER MA 02124 29517113 0 X N/A X 1952 MA TO PROVIDE MEDICAL BENEFITS 6 6 38 0 0 0 0 0 19921839 19323850 1364399 1303062 0 0 21286238 20626912 0 0 12174905 16100162 637703 802927 0 0 0 1567643 1881479 14380251 18784568 6905987 1842344 46481316 50679829 2437828 2649145 44043488 48030684 TO PROVIDE MEDICAL BENEFITS 0 0 TO PROVIDE MEDICAL BENEFITS TO 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1948 0 1 38 1 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 1 1 0 X VERONICA DYER 8006373736 161 GRANITE AVE DORCHESTER MA 02124 RICK BARTLEY TRUSTEE 10.00 X X 0 0 0 RUSSELL ANDERSON TRUSTEE 10.00 X X 0 0 0 JAY HURLEY TRUSTEE 10.00 X X 0 0 0 ROY COULOMBE TRUSTEE 10.00 X X 0 0 0 DANIEL KOURY TRUSTEE 10.00 X X 0 0 0 PAUL LYNCH TRUSTEE 10.00 X X 0 0 0 VERONICA DYER FUND ADMINISTRATOR 14.00 26.00 X 37995 65000 34041 MIKE RUGGIERI FORMER FUND ADMINISTRATOR 14.00 26.00 X 41232 70537 35576 79227 135537 69617 0 1 0 0 ZENITH AMERICAN SOLUTIONS 33 EASTLAND STREET SPRINGFIELD MA 01109 CLAIMS ADMINSTRATIVE 172536 SEGAL COMPANY 116 HUNTINGTON AVENUE BOSTON MA 02116 ACTUARIAL 157094 BOSTON TRUST COMPANY 1 BEACON STREET BOSTON MA 02108 INVESTMENT CUSTODIAL 148503 3 EMPLOYER 900099 18088587 18088587 EMPLOYEE 900099 1235263 1235263 19323850 1076040 1076040 1560164 7557059 1254223 7635978 305941 -78919 227022 227022 20626912 19323850 0 1303062 16100162 79227 496406 90210 88540 48544 84429 64975 148810 157095 24217 49124 18107 9345 9307 UTILIZATION REVIEW 588221 STOP LOSS PREMIUMS 259123 DATA INTERFACE 172536 COMPLIANCE 109503 186687 18784568 123520 2889500 2330628 1167633 844256 1796908 1509482 290317 287426 40936746 46139913 1197120 954086 46481316 50679829 84828 93145 2353000 2556000 2437828 2649145 X 0 0 0 0 44043488 48030684 44043488 48030684 46481316 50679829 1842344 2144852 0 X X 0 1 X 1 0 78632 28743 49889 1718276 1480739 237537 287426 EST. INCURRED BUT UNREPORTED CLAIMS PAYABLE 2556000 2556000 X 22622954 2144852 2144852 20478102 148810 148810 20626912 18432758 0 18432758 148810 203000 351810 18784568 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 DECEMBER 31, 2013, 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 BENEFIT OBLIGATION 203,000. X 0 0 0 MIKE RUGGIERI FORMER FUND ADMINISTRATOR 41232 70537 0 0 0 0 7215 12345 1491 14525 49938 97407 0 0 FORM 990, PART VI, SECTION A, LINE 6 COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN OF IRON WORKERS LOCAL UNIONS WITHIN THE DISTRICT COUNCIL. FORM 990, PART VI, SECTION B, LINE 11 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 THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA. FORM 990, PART VI, SECTION B, LINE 15 TRUSTEES RECEIVE NO COMPENSATION. BOARD OF TRUSTEES REVIEWS KEY EMPLOYEES COMPENSATION WITH COMPARABILITY DATA ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE PLAN ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT. IRON WORKERS ANNUITY FUND 161 GRANITE AVE DORCHESTER MA 02124 042647320 EMPLOYEE BENEFITS MA 501(C)9 0 IRON WORKERS PENSION FUND 161 GRANITE AVE DORCHESTER MA 02124 042591016 EMPLOYEE BENEFITS MA 501(C)9 0 IRON WORKERS LOCAL 7 195 OLD COLONY AVE SOUTH BOSTON MA 02127 041473615 UNION MA 501(C)5 0 LOCAL 7 JOINT APPRENTICE COMMITTEE 195 OLD COLONY AVE SOUTH BOSTON MA 02127 046110167 TRAINING FUND MA 501(C)9 0 IRON WORKERS DISTRICT COUNCIL LABOR MANAGEMENTCORP TRUST 191 OLD COLONY AVE SOUTH BOSTON MA 02127 043216519 CONTRACTOR ASSOCIATION MA 501(C)9 0 A & A WINDOW PRODUCTS A T R SALES INC A-PLUS WELDING AND IRONWORKS AAMS ABHE & SVOBODA INC ACCORD STEEL & PRECAST ERECTOR ACTION STEEL LLC AETNA BRIDGE ALGAR CONSTRUCTION CORP ALL PANEL SYSTEMS LLC ALLARD STEEL COMPANY LLC ANDELLA IRON INC APCOM POWER INC ARC ERECTING INC ARCHER WESTERN CONTRACTORS LLC ASPEN ERECTORS LLC ATLANTIC BRIDGE & ENG ATLAS PAINTING & SHEETING AUTOMATION SOLUTIONS INC AZTEC STEEL INC BABCOCK & WILCOX CONSTR BADD BROS 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