SHEET METAL WORKERS UNION LOCAL NO 17 INSURANCE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHEET METAL WORKERS UNION LOCAL NO 17 INSURANCE FUND (EIN 04-2088633)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-09-13
- IRS object ID
- 201332569349300918
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-13T12:51:21-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043508036 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANZI & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 TURNPIKE STREET STE 140 | AddressLine1 |
| City | NORTH ANDOVER | City |
| State | MA | State |
| ZIP Code | 01845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042088633 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEET METAL WORKERS LOCAL UNION | BusinessNameLine1 |
| Business Name Line2 | NO 17 INSURANCE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEE | NameControl |
| Phone | 6174265646 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 ADAMS STREET 1ST FLOOR | AddressLine1 |
| City | DORCHESTER | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT KEOGH | Name |
| Title | FUNDS ADMINISTRATOR | Title |
| Phone | 6174265646 | Phone |
| Date Signed | 2013-09-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEANNIE MICKEL | Name |
| PTIN | P01058630 | PTIN |
| Phone | 9789751099 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT KEOGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 ADAMS STREET 1ST FLOOR | AddressLine1 |
| City | DORCHESTER | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 53327610 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21084712 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22102759 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1423527 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1355584 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 371200 | OtherRevenuePriorYear |
| Other Revenue Current Year | 377260 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22879439 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23835603 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 21564806 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 23385826 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 484195 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 563444 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 420709 | OtherExpensePriorYear |
| Other Expenses Current Year | 437583 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22469710 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24386853 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 409729 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -551250 | RevenuesLessExpensesCY |
| Total Assets BOY | 47438670 | TotalAssetsBOY |
| Total Assets EOY | 49915660 | TotalAssetsEOY |
| Total Liabilities BOY | 3824507 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3839982 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43614163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 46075678 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO PROVIDE HEALTH AND OTHER SPECIFIED BENEFITS TO ELIGIBLE MEMBERS/DEPENDANTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT KEOGH | NamePerson |
| Telephone Number | 6174265646 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1157 ADAMS STREET 1ST FLOOR | AddressLine1 |
| City | DORCHESTER | City |
| State | MA | State |
| ZIP Code | 02124 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| JAMES WOOL | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| FRED CREAGER | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| KEVIN GILL | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| FESTUS JOYCE | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| JOSEPH CULLEN | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| JACK DESMOND | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| ROBERT KEOGH | |||||||
| ADMINISTRATOR | 40.00 | 184735 | 0 | 70869 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 184735 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 70869 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PARK DRIVE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | HEALTH CLAIMS ADMINISTRATION | DescriptionOfServices |
| Compensation | 969104 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 561000 | 19501302 | 19501302 |
| SASMI CONTRIBUTIONS | 561000 | 1608927 | 1608927 |
| MEMBER CONTRIBUTIONS | 561000 | 992530 | 992530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22102759 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 740728 | TotalRevenueColumn |
| Exclusion | $740,728 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30106863 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29492007 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 614856 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 614856 | TotalRevenueColumn |
| Related Or Exempt Function Income | 614856 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMIN ASSESSMENTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 377260 | TotalRevenueColumn |
| Related Or Exempt Function Income | 377260 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 377260 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23835603 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23094875 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $740,728 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23385826 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178551 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183820 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172165 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28908 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36361 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22399 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166883 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32000 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12149 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26354 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30617 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9619 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45138 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INSURANCE | 17777 |
| POSTAGE/PRINTING | 10618 |
| TELEPHONE | 8225 |
| ADMINISTRATIVE EXPENSE | 5868 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1575 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24386853 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4382544 | BOY |
| EOY | 1976518 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3826237 | BOY |
| EOY | 4488302 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8020 | BOY |
| EOY | 21119 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1151395 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 386244 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791997 | BOY |
| EOY | 765151 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36848956 | BOY |
| EOY | 40912067 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580666 | BOY |
| EOY | 1752253 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47438670 | BOY |
| EOY | 49915660 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578611 | BOY |
| EOY | 601217 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3245896 | BOY |
| EOY | 3238765 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3824507 | BOY |
| EOY | 3839982 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43614163 | BOY |
| EOY | 46075678 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43614163 | BOY |
| EOY | 46075678 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47438670 | BOY |
| EOY | 49915660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -551250 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3012765 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 807660 | OtherCostOrOtherBasis |
| Depreciation | 106958 | Depreciation |
| Book Value | 700702 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 343735 | OtherCostOrOtherBasis |
| Depreciation | 279286 | Depreciation |
| Book Value | 64449 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 765151 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCURRED BUT NOT REPORTED CLAIMS | Description |
| Amount | $3,238,765 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3238765 | TotalOfAmounts |
| Total Revenue | 23835603 | TotalRevenue |
| Total Expenses | 24386853 | TotalExpenses |
| Excess Or Deficit For Year | -551250 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1835751 | NetUnrealizedGLOnInvestments |
| Other | $1,177,014 | OtherAmount |
| Total Adjustments | 3012765 | TotalAdjustments |
| Excess Or Deficit Per FS | 2461515 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25504471 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1835751 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1835751 | RevenueNotRptdF990 |
| Revenue Subtotal | 23668720 | RevenueSubtotal |
| Investment Expenses Not Included | 166883 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 166883 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23835603 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24203708 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24203708 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 166883 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 16262 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 183145 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24386853 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 NOVEMBER 30, 2012, 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 8 - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS MERGER WITH SMW LOCAL 17-RI 1,177,014. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | NET CHANGE IN BENEFIT OBLIGATIONS 16,262. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT KEOGH | NamePerson |
| Base Compensation Filing Org | 184735 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 70869 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 255604 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF LOCAL 17 SMW | |
| 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 | 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 REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 1,835,751. CHANGE IN BENEFIT OBLIGATIONS MERGER WITH SMW LOCAL 17-RI 1,177,014. TOTAL TO FORM 990, PART XI, LINE 5: 3,012,765. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| SMW LOCAL 17 JATC | ||||||||
| 1157 ADAMS STREET | DORCHESTER | MA | 02124 | 222562168 | TRAINING FUND | MA | 501 | 0 |
| SMW LOCAL 17 UNION | ||||||||
| 1157 ADAMS STREET | DORCHESTER | MA | 02124 | 046133804 | UNION | MA | 501 | 0 |
| SMW LOCAL 17 ANNUITY FUND | ||||||||
| 1157 ADAMS STREET | DORCHESTER | MA | 02124 | 046394579 | EMPLOYEE BENEFIT FUND | MA | 0 | |
| SMW LOCAL 17 EQUALITY | ||||||||
| 1157 ADAMS STREET | DORCHESTER | MA | 02124 | 042740831 | EMPLOYEE BENEFIT FUND | MA | 501 | 0 |
| SMW LOCAL 17 SUPPLEMENTAL PENSION FUND | ||||||||
| 1157 ADAMS STREET | DORCHESTER | MA | 02124 | 200845880 | EMPLOYEE BENEFIT FUND | MA | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (138 entries)
| Legal Domicile StateLegalDomicileState |
|---|
| AC AND RESTORATION INC |
| MA |
| ACA GREENHOUSES INC |
| MA |
| ADVANCED AIR SYSTEMS INC |
| MA |
| AERO MECH INC |
| MA |
| AERODYNE MECHANICAL CONTRACTOR |
| MA |
| AIR DISTRIBUTION CORP |
| MA |
| AIR-FLOW ASSOCIATES |
| MA |
| ALL PANEL SYSTEMS LLC |
| MA |
| APEX CORP (OFFICE PEOPLE) |
| MA |
| APEX CORPORATION |
| MA |
| APEX CORPORATION NEW BEDFORD |
| MA |
| APEX NEW HAMPSHIRE |
| NH |
| API INC |
| MA |
| APOLLO ROOFING & SM RI |
| MA |
| ARCHITECTURAL SM (BOSTON) |
| MA |
| ATLANTIC AIR PRODUCTS (NH) |
| NH |
| ATLANTIC CONT (NH) |
| NH |
| ATLANTIC CONTRACTING CO |
| MA |
| AUTOMATION SOLUTIONS INC |
| MA |
| BENNETT CAD SYSTEMS INC |
| MA |
| BODWELL PINES CORP |
| MA |
| BOSTON AIR SYSTEMS INC |
| MA |
| BOSTON GLOBE NEWSPAPER CO |
| MA |
| BRYANT SHEET METAL |
| MA |
| BTEA |
| MA |
| BUCKLEY ASSOCIATES |
| MA |
| BUILT-UP ROOFING SYSTEMS |
| MA |
| CAM HVAC & CONSTRUCTION INC |
| MA |
| CAMBRIDGEPORT AIRCANTON |
| MA |
| CAMBRIDGEPORT AIRSALISBURY |
| MA |
| CHARLES P BLOUIN INC (BOSTON) |
| MA |
| CHARLES P BLOUIN INC (MAINE) |
| ME |
| CHARLES P BLOUIN INC (NEW HAMPSHIRE) |
| NH |
| COMMONWEALTH BLOG SYSTEMS |
| MA |
| COMMONWEALTH VENTILATION |
| MA |
| COOLING AND HEATING |
| MA |
| COX ENGINEERING COMPANY |
| MA |
| CUSTOM METALS OF MASS |
| MA |
| DD SILVIA HVAC BOSTON |
| MA |
| DD SILVIA HVAC NEW BEDFORD |
| MA |
| DESIGN FLOW ASSOCIATES LLC |
| MA |
| DUCT SYSTEMS RI |
| RI |
| E L BARRETT CO INC |
| MA |
| EAGLE CORNICE CO INC RI |
| RI |
| EXCEL HVAC INC |
| MA |
| FARREN ASSOCIATES |
| MA |
| FEELEY MCANESPIE INC |
| MA |
| FLAGSHIP ROOFING & SM CO |
| MA |
| FOOD EQUIPMENT INSTALLATION |
| MA |
| FRAZIER INC |
| MA |
| G&G MECHANICAL |
| MA |
| GILBERT & BECKER CO INC |
| MA |
| GREENWOOD IND NEW BEDFORD |
| MA |
| GREENWOOD INDUSTRIES |
| MA |
| HAMILTON SHEET METAL |
| MA |
| HAMILTON-NEE AIR SYSTEMS CORP |
| MA |
| HAMILTONNEE AIR SYSTEMS |
| MA |
| HARRINGTON BROS CO INC |
| MA |
| HARRINGTON BROS CORP |
| MA |
| HEMCO SHEET METAL |
| MA |
| INDEPENDENT AIR |
| MA |
| J F COFFEY ASSOC INC |
| MA |
| JJW BALANCING CO |
| MA |
| JOHN F SHEA CO INC |
| MA |
| JOHNSON S M CO INC |
| MA |
| JU-CA ENTERPRISES INC NH |
| NH |
| KEVIN S COX ASSOCIATES |
| MA |
| KINETIC SYSTEMS INC |
| MA |
| KIVA SYSTEMS INC |
| MA |
| KLEEBERG SHEET METAL BOSTON |
| MA |
| LEADING WAY ROOFING & SM |
| MA |
| LEONHARDT CO INC |
| MA |
| LOCAL 17 RHODE ISLAND |
| RI |
| LOCAL 63 RECIP CONTRACTOR |
| MA |
| LOCAL 83 |
| MA |
| LVI ENVIRONMENTAL SERVICES INC |
| MA |
| M B T A |
| MA |
| MAPLEWOOD SHEET METAL CO INC |
| MA |
| MCCUSKER-GILL INC |
| MA |
| MCCUSKER-GILL INC |
| MA |
| MILHAMER ASSOCIATES INC |
| MA |
| MLS SHEET METAL |
| MA |
| MURPHY SPECIALTIES |
| MA |
| N BEDFORD ATLANTIC CONTRACTING |
| MA |
| NB API INC |
| MA |
| NB EVERGREEN SHEETMETAL |
| MA |
| NB MILHARMER ASSOCIATES INC |
| MA |
| NB NORRIS H TRIPP CO |
| MA |
| NB THOMAS YOUNG ASSOC |
| MA |
| NB UNIQUE METAL |
| MA |
| NESM CONNECTORS |
| MA |
| NESM NEW HAMPSHIRE |
| NH |
| NEW ENGLAND INSULATION |
| MA |
| NEWTON CONTRACTING COMPANY |
| MA |
| NEWTON ROOFING RI |
| RI |
| NH P C I |
| NH |
| NORRIS H TRIPP CO INC |
| MA |
| NORTHEASTERN SHEET METAL NH |
| NH |
| NORTHEASTERN SPIRAL MFG |
| MA |
| NORTHERN INSTALLATION CORP |
| MA |
| OAKLAND SHEET METAL |
| MA |
| PERFORMANCE CONTACTING INC |
| MA |
| PERFORMANCE PIPING |
| MA |
| QUALITY AIR METALS BOSTON |
| MA |
| QUALITY AIR NH |
| NH |
| QUALITY AIR NEW BEDFORD |
| MA |
| QUALITY AIR RI |
| RI |
| REDSTONE ENERGY INC |
| MA |
| RELIABLE ROOFING & SM |
| MA |
| RGT ENTERPRISES INC |
| MA |
| RMN (NH) |
| NH |
| RMN MECHANICAL |
| MA |
| RMN MECHANICAL (NB) |
| MA |
| ROTH BROTHERS INC |
| MA |
| S & D SHEET METAL (MAINE) |
| ME |
| SALEM GLASS CO |
| MA |
| SEARLE ASSOCIATES INC RI |
| RI |
| SOVEREIGN AIR SYSTEMS LLC |
| MA |
| STONE & WEBSTER |
| MA |
| SYDNEY SHEET METAL |
| MA |
| TEKON TECH CONSULTANTS BOSTON |
| MA |
| TEKON-TECH (MAINE) |
| ME |
| TEKON-TECH CONSULTANT NH |
| NH |
| THB COMPANY |
| MA |
| THOMAS YOUNG CO |
| MA |
| TITAL ROOFING (NH) |
| NH |
| TITANWORCESTER OFFICE |
| MA |
| TNT SHEET METAL |
| MA |
| TOWER GLASS COMPANY INC |
| MA |
| TRI STAR SHEET METAL MAINE |
| ME |
| TURNER SHEET METAL MAINE |
| ME |
| UNIQUE METAL WORKS BOSTON |
| MA |
| UNIQUE METAL WORKS LLC |
| MA |
| UNITED HVAC |
| MA |
| VETERANS DEVELOPMENT CORP |
| MA |
| WALSH SHEET METAL WORKS |
| MA |
| WORCESTER AIR CONDITIONING INC |
| MA |
| XYZ SHEET METAL |
| MA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |