2012-11-13T08:16:01-08:00 2011-12-31 Robert L Corallino CPA PC 114 Bay Street Manchester NH 03104 990 2011-01-01 016010506 LOCAL 716 HEALTH & WELFARE TRUST FUND LOCA 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 JOHN NAPOLITANO 2012-11-10 true ROBERT L CORALLINO CPA 6036235557 2011 2016-02-24 21:20:13Z X 3817667 false false X N/A NH PROVISION OF MEDICAL BENEFITS TO MEMBERS & BENEFICIARIES (DEPENDENTS) OF UA LOCAL 716 PLUMBERS & PIPEFITTERS. ALSO INCLUDING OTHER WELFARE RELATED BENEFITS. 4 4 3 0 0 2446760 2797459 343936 254100 2872 270 2793568 3051829 0 2496125 2398490 0 0 0 212879 256904 2709004 2655394 84564 396435 5821341 6327632 4905088 5223553 916253 1104079 X PROVISION OF MEDICAL BENEFITS TO MEMBERS & BENEFICIARIES (DEPENDENTS) OF UA LOCAL 716 PLUMBERS & PIPEFITTERS. ALSO INCLUDING OTHER WELFARE RELATED BENEFITS. false false 1702837 MEDICAL INSURANCE - PROVIDER MAJOR MEDIAL & RX BENEFIT INSURANCE 480487 SUPPLEMENTAL BENEFITS - OUT OF POCKET MEDICAL EXPENSES REIMBURSEMENT 185659 OTHER BENEFITS PROVIDED INCLUDING DENTAL INSURANCE, DENTAL/VISION & EYE REIMBURSEMENTS, AND RECIPROCITY PAYMENTS OUT 29507 2398490 false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 0 0 false 3 true false false false false false false false false false false false false false false false X 4 4 false true false false true true false true true false false false true true true true true true false false false false X INSURANCE PROGRAMMERS INC 2032697741 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 X GARY SAINIO 0.00 X 0 0 0 JOHN NAPOLITANO 0.00 X X 0 0 0 JON E LEE 0.00 X X 0 0 0 KEN BROUSSEAU 0.00 X 0 0 0 0 false false false SHUMAKER LOOP & KENDRICK LLP 1000 JACKSON ST TOLEDO OH 43624 LEGAL 48989 S&A INC 50 ELM ST MANCHESTER NH 03101 PLAN ADMINISTRATOR 105749 ROBERT L CORALLINO CPA PC 114 BAY ST MANCHESTER NH 03104 AUDITOR 34660 AG EDWARDSWELLS FARGO 23 WATER ST BANGOR ME 04401 INVESTMENTS 29118 1 0 RECIPROCAL CONTRIBUTION 1111074 1111074 FORFEITURES EMPLOYEE CONTRIBUTION 347697 347697 CONTRACTOR CONTRIBUTION 1338688 1338688 2797459 197470 197470 0 0 0 822468 765838 56630 56630 56630 0 0 0 MISC INCOME 270 270 270 3051829 2854359 197470 0 0 0 2398490 0 0 0 0 0 0 105749 48989 34660 0 0 29118 4000 0 4524 2440 0 3012 0 0 3972 0 0 0 2277 TELEPHONE 4340 Postage and Shipping 3099 DISABILITY TAXES 995 BENEFIT CARDS 7554 BANK FEES 1133 1042 2655394 0 0 0 0 107879 578403 0 469681 463743 0 305173 126369 0 0 176378 172578 0 4700153 4946756 0 0 0 62077 39783 5821341 6327632 135922 194005 4769166 5029548 4905088 5223553 X 916253 1104079 916253 1104079 5821341 6327632 X 396435 -208609 X false true true X false false MEMBER FUTURE BENEFIT 5029548 5029548 3051829 2655394 396435 53128 -261737 -208609 187826 3104956 53127 53127 3051829 3051829 2655394 2655394 2655394 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances DEC TO VALUE OF FUTURE PARTICIPANT BALANCE $ -260383 TRANSFER FROM PARTICIPANT BALANCES $ -1354 SARETTE ASSOCIATES INC EXCESS DEPOSIT X 36446 13469 false false false SARETTE & ASSOCIATES UNFUNDED RESERVE X 101895 112900 false false false 126369 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available UPON REQUEST Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH TRUSTEE AND ADMINISTRATIVE MANAGER SIGNS AN ANNUAL STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS, THIRD PARTY ADMINISTRATOR AND ATTORNEY THEN SUBMITTED TO THE CHAIRMAN OF THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder PARTICIPANTS - UA LOCAL 716 UNION MEMBERS Form 990, Part VI, Line 3 Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company ADMINISTRATION OF PLAN IS PERFORMED BY A THIRD PARTY PLAN ADMINSTRATOR Form 990, Part III, Line 4d Form 990, Part III, Line 4d : Other Program Services Description OTHER PROGRAM SERVICES 4: OTHER BENEFITS PROVIDED INCLUDING DENTAL INSURANCE, DENTAL/VISION & EYE REIMBURSEMENTS, AND RECIPROCITY PAYMENTS OUT