NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND (EIN 04-2191579)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201232309349300323
- Schema version
- 2011v1.2
- 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 | 2012-08-15T12:55:21-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232586736 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL A WINTERS & COMPANY CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DICKINSON DRIVE SUITE 205 | AddressLine1 |
| City | CHADDS FORD | City |
| State | PA | State |
| ZIP Code | 19317 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042191579 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ENGLAND CARPENTERS HEALTH BENEFITS FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWE | NameControl |
| Phone | 9786941000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FORDHAM ROAD | AddressLine1 |
| City | WILMINGTON | City |
| State | MA | State |
| ZIP Code | 01887 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY R DOW | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9786578622 | Phone |
| Date Signed | 2012-08-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG D WINTERS CPA | Name |
| PTIN | P00154131 | PTIN |
| Phone | 6103582000 | Phone |
| Date Prepared | 2012-08-17 | DatePrepared |
| 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 | HARRY R DOW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FORDHAM ROAD | AddressLine1 |
| City | WILMINGTON | City |
| State | MA | State |
| ZIP Code | 01887 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 142743976 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CARPENTERSFUND.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE PARTICIPANTS WITH HEALTH BENEFITS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | 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 | 83961296 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 98190167 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5137368 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3740544 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 917035 | OtherRevenuePriorYear |
| Other Revenue Current Year | 783350 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 90015699 | TotalRevenuePriorYear |
| Total Revenue Current Year | 102714061 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 84866764 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 84941218 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2270760 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2358119 | 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 | 7842840 | OtherExpensePriorYear |
| Other Expenses Current Year | 7049032 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 94980364 | TotalExpensesPriorYear |
| Total Expenses Current Year | 94348369 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4964665 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8365692 | RevenuesLessExpensesCY |
| Total Assets BOY | 143551323 | TotalAssetsBOY |
| Total Assets EOY | 168058401 | TotalAssetsEOY |
| Total Liabilities BOY | 55462073 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 69253704 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 88089250 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 98804697 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE PARTICIPANTS WITH HEALTH BENEFITS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE EXEMPT PURPOSE OF THE NEW ENGLAND CARPENTERS HEALTH BENEFITS FUND IS TO PROVIDE HEALTH BENEFITS TO THE PARTICIPANTS AND THEIR DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. | 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 | 1 | 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 | 112 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | 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 | HARRY DOW | NamePerson |
| Telephone Number | 9786941000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FORDHAM ROAD | AddressLine1 |
| City | WILMINGTON | City |
| State | MA | State |
| ZIP Code | 01887 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEPHAN ADAMIC | |||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE BIDGOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS H O'CONNOR III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS J GUNNING | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL SHAUGHNESSY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM SHEA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS STEEVES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| C JOSEPH WILLIAMS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE ALLEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK L ERLICH | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS J FLYNN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GARY DECOSTA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JASON GARAND | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN RICHARDSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN MURPHY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JACK DONAHUE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRYAN BOUCHARD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RICK BRACCIA | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH GANGI JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM J SULLIVAN | |||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| HARRY R DOW | |||||||
| EXECUTIVE DIRECTOR | 8.00 | 0 | 173318 | 52550 | X | ||
| SUZANNE SMITH | |||||||
| HIGHLY COMPENSATED EMPLOYEE | 10.00 | 0 | 124785 | 43323 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 298103 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 95873 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MASSACHUSETTS BLUE CROSS BLUE SHIELD | |||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | ADMINISTRATOR OF BENEFITS | 3112701 |
| DELTA DENTAL | |||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | ADMINISTRATOR OF BENEFITS | 477748 |
| HEALTH NEW ENGLAND | |||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | ADMINISTRATOR OF BENEFITS | 276887 |
| THE SEGAL COMPANY | |||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 021165744 | ACTUARIAL SERVICES | 205056 |
| BEST DOCTORS | |||||
| 100 FEDERAL STREET 21ST FLOOR | BOSTON | MA | 02110 | MEDICAL | 160867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 91391097 | 91391097 |
| EMPLOYEE CONTRIBUTIONS | 525100 | 5464209 | 5464209 |
| COBRA STIMULUS | 525100 | 1334861 | 1334861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 98190167 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4024140 | TotalRevenueColumn |
| Exclusion | $4,024,140 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 39746319 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 40029915 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -283596 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -283596 | TotalRevenueColumn |
| Exclusion | -$283,596 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REBATES, FEES, CHARGES | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 783350 | TotalRevenueColumn |
| Related Or Exempt Function Income | 783350 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 783350 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102714061 | TotalRevenueColumn |
| Related Or Exempt Function Income | 98973517 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,740,544 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84941218 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435474 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311644 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452933 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158068 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91197 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56840 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173189 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4328554 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428029 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57010 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272482 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18108 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20908 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251824 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368491 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CARE POOL SURCHARGE | 531735 |
| COLLECTION AGENCY | 437673 |
| DUES AND SUBSCRIPTIONS | 8783 |
| CREDIT CARD SERVICES | 4209 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94348369 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18493065 | BOY |
| EOY | 18615106 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23860067 | BOY |
| EOY | 11637535 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 668714 | BOY |
| EOY | 1786459 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2763783 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1729041 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744145 | BOY |
| EOY | 1034742 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40743187 | BOY |
| EOY | 46989329 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59042145 | BOY |
| EOY | 87995230 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143551323 | BOY |
| EOY | 168058401 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3363802 | BOY |
| EOY | 10028553 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52098271 | BOY |
| EOY | 59225151 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55462073 | BOY |
| EOY | 69253704 | 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 | 88089250 | BOY |
| EOY | 98804697 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88089250 | BOY |
| EOY | 98804697 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143551323 | BOY |
| EOY | 168058401 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8365692 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2349755 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2763783 | OtherCostOrOtherBasis |
| Depreciation | 1729041 | Depreciation |
| Book Value | 1034742 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1034742 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| COMMON/COLLECTIVE TRUSTS | 65541688 | F |
| LIMITED PARTNERSHIP INTERESTS | 13708604 | F |
| OTHER | 8744938 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 87995230 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFIT OBLIGATIONS CURRENTLY PAYABLE | Description |
| Amount | $59,225,151 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 59225151 | TotalOfAmounts |
| Total Revenue | 102714061 | TotalRevenue |
| Total Expenses | 94348369 | TotalExpenses |
| Excess Or Deficit For Year | 8365692 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2349755 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2349755 | TotalAdjustments |
| Excess Or Deficit Per FS | 10715447 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 104890627 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2349755 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2349755 | RevenueNotRptdF990 |
| Revenue Subtotal | 102540872 | RevenueSubtotal |
| Investment Expenses Not Included | 173189 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 173189 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 102714061 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 87048300 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 87048300 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 173189 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 7126880 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7300069 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 94348369 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS OF JANUARY 1, 2009, THE PLAN ADOPTED ASC TOPIC 740 - INCOME TAXES AND ACCORDINGLY DETERMINED THAT NO PROVISION FOR INCOME TAXES WAS DEEMED NECESSARY IN THE PLAN'S FINANCIAL STATEMENTS. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATION AND ESTIMATED LIABILITY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HARRY R DOW | |||||||||||||
| 0 | 173318 | 0 | 0 | 0 | 0 | 0 | 34177 | 0 | 18373 | 0 | 225868 | 0 | 0 |
| SUZANNE SMITH | |||||||||||||
| 0 | 124785 | 0 | 0 | 0 | 0 | 0 | 27827 | 0 | 15496 | 0 | 168108 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | HARRY R. DOW PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | UNION TRUSTEES ARE APPOINTED BY THE UNION REGIONAL COUNCIL. THE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER GROUP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE FUND'S MANAGEMENT, INCLUDING THE EXECUTIVE DIRECTOR, CONTROLLER AND ACCOUNTING MANAGER, BEFORE THE FORM IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EXTERNAL SALARY SURVEYS ARE USED FOR ALL MANAGEMENT AND NON-COLLECTIVELY BARGAINED EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2349755. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 1: THERE HAVE BEEN NO CHANGES MADE DURING THE YEAR. | ||
| THE FUND DOES NOT ISSUE W-2S TO ANY EMPLOYEES AND SHARES, AS REPORTED IN SCHEDULE R. CERTAIN STAFF WITH A RELATED ORGANIZATION THAT FUNCTIONS AS THE STAFF'S EMPLOYER AND ISSUES AND ISSUES FORMS W-2 AND COMPLIES WITH APPLICABLE PAYROLL REPORTING AND RELATED REQUIREMENTS. ACCORDINGLY, THE FUND'S ALLOCATED SHARE OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING PART IX, LINES 7 THROUGH 10. SIMILARLY, CERTAIN RELATED PRACTICES ARE DISCLOSED, SUCH AS A COMPENSATION SURVEY OR STUDY FOR SETTING COMPENSATION FOR CERTAIN "HIGHER LEVEL" EMPLOYEES THAT ARE REPORTED ON FORM 990 PART VI, SECTION B, ITEM 15. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND CARPENTERS PENSION FUND | ||||||||
| 350 FORDHAM ROAD | WILMINGTON | MA | 01887 | 042305512 | TO PROVIDE PENSION BENEFITS TO ITS PARTICIPANTS | MA | 401 (A) | 0 |
| NEW ENGLAND CARPENTERS GUARANTEED ANNUITY FUND | ||||||||
| 350 FORDHAM ROAD | WILMINGTON | MA | 01887 | 042776873 | TO PROVIDE GUARANTEED ANNUITY BENEFITS TO ITS PARTICIPANTS | MA | 401 (A) | 0 |
| NEW ENGLAND CARPENTERS VACATION SAVINGS PLAN | ||||||||
| 350 FORDHAM ROAD | WILMINGTON | MA | 01887 | 043322721 | TO PROVIDE VACATION BENEFITS TO ITS PARTICIPANTS | MA | 501 (C) 9 | 0 |
| 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NEW ENGLAND CARPENTERS PENSION FUND | ||
| N | 1435474 | CASH |
| NEW ENGLAND CARPENTERS PENSION FUND | ||
| O | 1999953 | CASH |
| NEW ENGLAND CARPENTERS PENSION FUND | ||
| Q | 460412 | CASH |
| NEW ENGLAND CARPENTERS PENSION FUND | ||
| J | 109273 | CASH |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE GLOSSARY TO THE INSTRUCTIONS INCLUDES THE DEFINITION OF RELATED PARTY WHICH INCLUDES SPONSORING ORGANIZATIONS AND EMPLOYERS CONTRIBUTING TO THE PLAN. THIS PLAN HAS DETERMINED THAT THERE ARE NO RELATED PARTIES TO BE INCLUDED PER THE GUIDANCE NOTED IN THE INSTRUCTIONS. | Explanation |