STRATEGY STUDIO / PUBLIC DATA EXPLORER

PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND (EIN 04-2150983)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-04-14
IRS object ID
202611049349301426
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-04-14T11:35:20-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042150983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAINTERS DISTRICT COUNCIL NO 35BusinessNameLine1Txt
Business Name Line2HEALTH BENEFITS FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAINBusinessNameControlTxt
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTIAN BRENNANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175241240PhoneNum
Signature2026-04-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY VOGT CPAPreparerPersonNm
PTINP01385419PTIN
Phone6106689400PhoneNum
Preparation2026-04-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBORAH COTTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$62,948,611GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressNWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,322,874PYProgramServiceRevenueAmt
CY Program Service Revenue$36,104,587CYProgramServiceRevenueAmt
PY Investment Income$3,294,753PYInvestmentIncomeAmt
CY Investment Income$3,393,584CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$3,974CYOtherRevenueAmt
PY Total Revenue$38,617,627PYTotalRevenueAmt
CY Total Revenue$39,502,145CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$36,921,761PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$43,466,568CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$710,398PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$772,677CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,537,301PYOtherExpensesAmt
CY Other Expenses$2,307,850CYOtherExpensesAmt
PY Total Expenses$40,169,460PYTotalExpensesAmt
CY Total Expenses$46,547,095CYTotalExpensesAmt
PY Revenues Less Expenses-$1,551,833PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$7,044,950CYRevenuesLessExpensesAmt
Total Assets BOY$110,322,124TotalAssetsBOYAmt
Total Assets EOY$107,546,954TotalAssetsEOYAmt
Total Liabilities BOY$495,823TotalLiabilitiesBOYAmt
Total Liabilities EOY$439,035TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$109,826,301NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$107,107,919NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1669IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH COTTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTIAN BRENNAN
TRUSTEE2.0040.00Yes (X)$0$206,654$98,168
JOSEPH GUARINO
TRUSTEE2.0040.00Yes (X)$0$181,232$94,767
CHARLES FOGELL
TRUSTEE2.0040.00Yes (X)$0$118,347$21,538
MARK KENNEDY
TRUSTEE2.00Yes (X)$0$0$0
MATTHEW SOEP
TRUSTEE2.00Yes (X)$0$0$0
THOMAS STEEVES
TRUSTEE2.00Yes (X)$0$0$0
PETER TOWNSEND
TRUSTEE2.00Yes (X)$0$0$0
LAURENCE MILLER
TRUSTEE2.00Yes (X)$0$0$0
JUSTIN DESMOND
TRUSTEE2.0040.00Yes (X)$0$197,346$96,983
RAYMOND PICKUP
TRUSTEE2.0040.00Yes (X)$0$199,174$97,048
JORGE RIVERA
TRUSTEE2.0040.00Yes (X)$0$194,128$96,447
THOMAS S GUNNING
TRUSTEE2.00Yes (X)$0$0$0
DEBORAH COTTER
FUND ADMINISTRATOR19.0021.00$105,115$111,617$71,536Yes (X)
HEATHER PALMACCI
ASST FUND ADMINISTRATOR19.0021.00$60,458$64,197$71,536Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$165,573TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,272,695TotReportableCompRltdOrgAmt
Total Other Compensation$648,023TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HARVARD PILGRIM HEALTH
93 WORCESTER STREETWELLESLEYMA02481BENEFITS ADMINISTRATION$334,326
TUFTS BENEFIT ADMINISTRATORS
225 CHAPMAN STREET SUITE 301PROVIDENCERI02905BENEFITS ADMINISTRATION$275,038
THE SEGAL COMPANY
116 HUNTINGTON AVE 8TH FLRBOSTONMA02116ACTUARIAL$197,118
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$35,984,846$35,984,846
PARTICIPANT CONTRIBUTIONS900099$119,741$119,741
FieldValueIRS element (for citing)
Total Program Service Revenue$36,104,587TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,923,815TotalRevenueColumnAmt
Exclusion$1,923,815ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,916,235SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,446,466SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,469,769SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,469,769TotalRevenueColumnAmt
Exclusion$1,469,769ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
GAIN ON SALE OF SHARED PROPERTY900099$3,187$3,187
INTEREST AND MISC. INCOME900099$787$787
FieldValueIRS element (for citing)
Other Revenue Total$3,974OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,502,145TotalRevenueColumnAmt
Related Or Exempt Func Income$36,104,587RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,397,558ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$43,466,568TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$423,521TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$315,849TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,307TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$122,153TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$56,295TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$292,724TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,009,940TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$371,410TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$157,567TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,178TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$44,718TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,650TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MASSACHUSETTS SURCHARGE$142,392
FEES MANDATED BY THE AC$17,874
ALLOCATED DEPRECIATION$15,471
EMPLOYEE EXPENSES$1,478

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,547,095TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,616,845BOYAmt
EOY$1,696,807EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,076,890BOYAmt
EOY$4,961,053EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$148,586LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$148,586LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,780,095BOYAmt
EOY$29,879,119EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$70,553,994BOYAmt
EOY$70,715,675EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$294,300BOYAmt
EOY$294,300EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$110,322,124BOYAmt
EOY$107,546,954EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$278,258BOYAmt
EOY$158,536EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$217,565BOYAmt
EOY$280,499EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$495,823BOYAmt
EOY$439,035EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$109,826,301BOYAmt
EOY$107,107,919EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,826,301BOYAmt
EOY$107,107,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,322,124BOYAmt
EOY$107,546,954EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$7,044,950ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,326,568NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$148,586OtherCostOrOtherBasisAmt
Depreciation$148,586DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
103-12 INVESTMENT ENTITIES$7,777,410F
HOUSING INVESTMENT TRUST, AFL-CIO$5,917,980F
LIMITED PARTNERSHIPS$6,469,608F
COMMON COLLECTIVE TRUSTS$41,467,576F
POOLED SEPARATE ACCOUNT$6,337,709F
HEDGE FUND$2,745,392F
FieldValueIRS element (for citing)
Total Book Value Securities$70,715,675TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO BROKERDesc
Amt$280,499Amt
FieldValueIRS element (for citing)
Total Liability$280,499TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$43,532,015TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,326,568NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,326,568RevenueNotReportedAmt
Revenue Subtotal$39,205,447RevenueSubtotalAmt
Investment Expenses Not Incld$292,724InvestmentExpensesNotIncldAmt
Other Revenues Not Included$3,974OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$296,698RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,502,145TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$46,250,397TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$46,250,397ExpensesSubtotalAmt
Investment Expenses Not Incld2$292,724InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$3,974OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$296,698ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$46,547,095TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
PART XI, LINE 4B - OTHER ADJUSTMENTS:MISC. INCOME & INTEREST 787. GAIN ON SALE OF SHARED ASSET 3,187.
PART XII, LINE 4B - OTHER ADJUSTMENTS:MISC. INCOME & INTEREST 787. GAIN ON SALE OF SHARED ASSET 3,187.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHRISTIAN BRENNAN
TRUSTEE$0$206,654$0$0$0$0$0$77,316$0$20,852$0$304,822$0$0
RAYMOND PICKUP
TRUSTEE$0$199,174$0$0$0$0$0$76,196$0$20,852$0$296,222$0$0
JUSTIN DESMOND
TRUSTEE$0$197,346$0$0$0$0$0$76,131$0$20,852$0$294,329$0$0
JORGE RIVERA
TRUSTEE$0$194,128$0$0$0$0$0$75,595$0$20,852$0$290,575$0$0
DEBORAH COTTER
FUND ADMINISTRATOR$105,115$111,617$0$0$0$0$24,426$25,936$10,269$10,905$139,810$148,458$0$0
JOSEPH GUARINO
TRUSTEE$0$181,232$0$0$0$0$0$73,915$0$20,852$0$275,999$0$0
HEATHER PALMACCI
ASST FUND ADMINISTRATOR$60,458$64,197$0$0$0$0$24,426$25,936$10,269$10,905$95,153$101,038$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINES 2A & 2B:ORGANIZATION ISSUED -0- FORMS W-2 IN 2024 FOR TAXABLE BENEFITS.
FORM 990, PART VI, SECTION B, LINE 11BTHE PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE ADMINISTRATOR FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 15BWITH APPROVAL OF BOARD OF DIRECTORS
FORM 990, PART VI, SECTION C, LINE 19PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT ACCOUNTANT WHO CONDUCTS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 PENSION FUND
25 COLGATE ROADROSLINDALEMA02131046043807PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 ANNUITY FUND
25 COLGATE ROADROSLINDALEMA02131222489316PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL #35
25 COLGATE ROADROSLINDALEMA02131041699540LABOR UNIONMA501(C)(5)0
FINISHING TRADES INSTITUTE OF NEW ENGLAND
25 COLGATE ROADROSLINDALEMA02131046192794TRAINING FUNDMA501(C)(3)0170(B)(1)(A)(II)
MBTA
10 PARK PLAZA STE 3910BOSTONMA02116LOCAL GOVTMA0
BOSTON HOUSING AUTHORITY
52 CHAUNCY STBOSTONMA02111CITY GOVTMA0
MASSACHUSETTS BUILDING TRADES COUNCIL
35 HIGHLAND AVEMALDENMA02148237009626LABOR UNIONMA501(C)(5)0
COMMUNITY LABOR UNITED
6 BEACON STBOSTONMA02108203404034CHARITYABLE ORGMA501(C)(3)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (157 entries)

A & A WINDOW
AAA SIGNAGE
ADVANCED EXTERIORS &
ALLIANCE GLASS CO
ALLIED PAINTING INC
ALUMINUM & GLASS CONCEPTS
AMERICAN BENCH CRAFT LTD
AMERICAN FINISH SYSTEMS INC
AMSTAR OF WESTERN NE
ANGELINI PLASTERING
ARENA MAINTENANCE SOLUTIONS
ASSURED GLASS & ALUMINUM
ATLAS PAINTING AND SHEETING CO
ATSALIS BROS PAINTING
BEACON CONSTRUCTION SERVICES
BEACON OFFICE INSTALLTIONS LLC
BEANTOWN USA
BEDROCK FINISHING LLC
BELLO PAINTING CO
BEST PAINT CORP
BEST QUALITY FINISHING LLC
BOSTON BUILDERS INC
BOSTON PAINT COMPANY INC
BOUCHARD PAINTING CO
BRIAN T MALONE COMPANY
BUILDING PATHWAYS INC
CAPEWAY COMMERCIAL
CAPEWAY INTERIORS INC
CARDINAL WINDOW SYSTEMS INC
CAUSEWAY CONTRACTING LLC
CENTURY DRYWALL INC
CGSI
CHAMPION PAINTING SPECIALTY SERV CORP
CHANDLER ARCHITECURAL PRODUCTS
CHAPMAN CONSTRUCTION GROUP
CHERRY HILL GLASS CO INC
CHEVIOT CORP
CHOICE SERVICES
COLONY DRYWALL INC
CONNECTICUT DRYWALL FINISHING
CONSTRUCTION JUNCTION
CORCON INC
CREATIVE SIGNS INC
CUSTOM DRYWALL INC
D&R GLASS INC
D&W CONSTRUCTION LLC
DEMERS PLATE GLASS CO
DIVISION 8 GLASS AND ALUMINUM LLC
DIVISON 9 PAINT SYSTEMS
DYNAMIC SANDBLASTING
EMC PAINTING INC
EMR DRYWALL INC
ESSENTIAL FINISH INC
EVERGREENE PAINTING STUDIOS
FD THOMAS INC
FAZIO CONSTRUCTION CORP
FFCM
FIRST CHOICE FINISHES
FIRST UNION PROMO LLC
FT PAINTING CORP
FUSE BUILDS LLC
G&G PLASTER EIFS AND DRYWALL
GENERAL GLASS & MIRROR CORP
GENEX CONSTRUCTION GROUP LLC
GREATER BOSTON LABOR COUNCIL
H CARR & SONS INC
HIGH RISE CONSOLIDATED SERVICES
HUB GLASS CO
IACONO ARCHITECTURAL METALS
INT'L MNGMT FINISHING SYSTEMS
IPSWICH BAY GLASS CO
J&K DRYWALL INC
JACKSON GLASS INC
JB TAPING
JENKAT PAINTING
JEWN ENTERPRISES INC
JK GLASS
JOHN CANNING & CO
JOHN M KENNEDY COMPANY
JOHN W EGAN CO INC
JOHNSON & GOGLIA CONTRACTING INC
K & G ENTRANCES
KARAS & KARAS GLASS CO INC
KEEPAINTING LLC
KELTIC PAINTING LLC
KIVA SYSTEMS INC
L&L PAINTING CO INC
LAMAR ADVERTISING COMPANY
LIBERTY MAINT
ML MCDONALD COMPANY
MASS ACOUSTICS INC
MASSEY ARCHITECTURAL SYSTEMS LLC
MASSEY'S GLASS & ALUMINUM INC
MCADAM PAINTING CO
MCCARTNEY INTERIORS
METRO GLASS AND METAL
MGM CONTRACTING LLC
MICHAEL LAHART PAINTING
MIDDLESEX INTERIORS
MIDLAND TECH LLC
MODERN GLASS & ALUMINUM
MODERN PROTECTIVE COATINGSINC
MOEN'S REFINISHERS
MORRIS PAINTING INC
NATIONAL GLASS & MET
NEW ENGLAND FIBERGLASS WINDOWS LLC
NEW ENGLAND FINISH SYSTEMS LLC
NORTHEAST PAINTER AN
ORBIS INC
PS BRUCKEL INC
PCI ENERGY SERVICES LLC
PERALTA LLC
PEREIRA & SONS CONTRACTING INC
PERMASTEELISA CLADDING TECHNOL
PORCELAIN PATCH & GLAZE OF AMERICA
PRIME COATINGS INC
PRO COAT INC
PRUDENTIAL DOOR & WINDOW
QUINCY HOUSING AUTHORITY
RAYJAY GLASS AND DOO
ROYAL PAINTING AND WALLCOVERING LLC
SAFESPAN PLATFORM SYSTEMS
SALEM GLASS CO INC
SAVE-ON-WALL CO INC
SCORPIONS CONTRACTING
SEELE LP
SELECT PAINT AND FINISHING LLC
SHAW GLASS CO
SIGN ERECTION & MAINTENANCE
SKYLINE GLASS & GLAZING INC
SOEP PAINTING CORPORATION
SOUSA & CO PROFESSIONAL PTG
SOUTH COAST GLASS INSTALLERS I
SOUTHSIDE TEES
STRUCTURAL COATINGS
SUNRISE ERECTORS INC
SWEENEY DRYWALL FINISHES CORP
SYNERGY CONTRACTING
TAPERS UNLIMITED
TAVARES LLC
THE AULSON CO INC
TOTAL GLAZING SYSTEMS
TOWER MAINTENANCE CORP
TRI-STATE CONSTRUCTION LLC
TRISTATE PAINTING INC
US DRYWALL INC
US TANK PAINTING
ULTRA DRYWALL FINISHES
UNION INSTALLATIONS LLC
UNION SERVICE GROUP LLC
UNITED SERVICE SPECI
UNITY CONSTRUCTION INC
UNIVERSAL DRYWALL LLC
VILLESIDE CUSTOMS LLC
VITRUM
VSC EMB LLC
ZAPATA CONSTRUCTION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd