2026-04-14T11:35:20-05:00 2025-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-07-01 042150983 PAINTERS DISTRICT COUNCIL NO 35 HEALTH BENEFITS FUND PAIN 6175241240 25 COLGATE ROAD ROSLINDALE MA 02131 CHRISTIAN BRENNAN TRUSTEE 6175241240 2026-04-14 1 0 ANTHONY VOGT CPA P01385419 6106689400 2026-04-07 2024 2025-03-06 01:10:19Z DEBORAH COTTER 25 COLGATE ROAD ROSLINDALE MA 02131 62948611 0 X N X 1970 MA TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35. 12 6 0 0 0 0 0 0 35322874 36104587 3294753 3393584 0 3974 38617627 39502145 0 0 36921761 43466568 710398 772677 0 0 0 2537301 2307850 40169460 46547095 -1551833 -7044950 110322124 107546954 495823 439035 109826301 107107919 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 1669 0 0 0 0 0 0 0 0 0 0 X 12 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 0 X DEBORAH COTTER 6175241240 25 COLGATE ROAD ROSLINDALE MA 02131 CHRISTIAN BRENNAN TRUSTEE 2.00 40.00 X 0 206654 98168 JOSEPH GUARINO TRUSTEE 2.00 40.00 X 0 181232 94767 CHARLES FOGELL TRUSTEE 2.00 40.00 X 0 118347 21538 MARK KENNEDY TRUSTEE 2.00 X 0 0 0 MATTHEW SOEP TRUSTEE 2.00 X 0 0 0 THOMAS STEEVES TRUSTEE 2.00 X 0 0 0 PETER TOWNSEND TRUSTEE 2.00 X 0 0 0 LAURENCE MILLER TRUSTEE 2.00 X 0 0 0 JUSTIN DESMOND TRUSTEE 2.00 40.00 X 0 197346 96983 RAYMOND PICKUP TRUSTEE 2.00 40.00 X 0 199174 97048 JORGE RIVERA TRUSTEE 2.00 40.00 X 0 194128 96447 THOMAS S GUNNING TRUSTEE 2.00 X 0 0 0 DEBORAH COTTER FUND ADMINISTRATOR 19.00 21.00 X 105115 111617 71536 HEATHER PALMACCI ASST FUND ADMINISTRATOR 19.00 21.00 X 60458 64197 71536 165573 1272695 648023 1 0 1 0 HARVARD PILGRIM HEALTH 93 WORCESTER STREET WELLESLEY MA 02481 BENEFITS ADMINISTRATION 334326 TUFTS BENEFIT ADMINISTRATORS 225 CHAPMAN STREET SUITE 301 PROVIDENCE RI 02905 BENEFITS ADMINISTRATION 275038 THE SEGAL COMPANY 116 HUNTINGTON AVE 8TH FLR BOSTON MA 02116 ACTUARIAL 197118 3 EMPLOYER CONTRIBUTIONS 900099 35984846 35984846 PARTICIPANT CONTRIBUTIONS 900099 119741 119741 36104587 1923815 1923815 24916235 23446466 1469769 1469769 1469769 GAIN ON SALE OF SHARED PROPERTY 900099 3187 3187 INTEREST AND MISC. INCOME 900099 787 787 3974 39502145 36104587 0 3397558 43466568 423521 315849 33307 122153 56295 292724 1009940 371410 157567 36178 44718 39650 MASSACHUSETTS SURCHARGE 142392 FEES MANDATED BY THE AC 17874 ALLOCATED DEPRECIATION 15471 EMPLOYEE EXPENSES 1478 46547095 3616845 1696807 4076890 4961053 148586 148586 0 0 31780095 29879119 70553994 70715675 294300 294300 110322124 107546954 278258 158536 217565 280499 495823 439035 X 0 0 0 0 109826301 107107919 109826301 107107919 110322124 107546954 -7044950 4326568 0 X X 0 1 X 1 0 148586 148586 0 0 103-12 INVESTMENT ENTITIES 7777410 F HOUSING INVESTMENT TRUST, AFL-CIO 5917980 F LIMITED PARTNERSHIPS 6469608 F COMMON COLLECTIVE TRUSTS 41467576 F POOLED SEPARATE ACCOUNT 6337709 F HEDGE FUND 2745392 F 70715675 DUE TO BROKER 280499 280499 X 43532015 4326568 4326568 39205447 292724 3974 296698 39502145 46250397 0 46250397 292724 3974 296698 46547095 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. 0 0 0 CHRISTIAN BRENNAN TRUSTEE 0 206654 0 0 0 0 0 77316 0 20852 0 304822 0 0 RAYMOND PICKUP TRUSTEE 0 199174 0 0 0 0 0 76196 0 20852 0 296222 0 0 JUSTIN DESMOND TRUSTEE 0 197346 0 0 0 0 0 76131 0 20852 0 294329 0 0 JORGE RIVERA TRUSTEE 0 194128 0 0 0 0 0 75595 0 20852 0 290575 0 0 DEBORAH COTTER FUND ADMINISTRATOR 105115 111617 0 0 0 0 24426 25936 10269 10905 139810 148458 0 0 JOSEPH GUARINO TRUSTEE 0 181232 0 0 0 0 0 73915 0 20852 0 275999 0 0 HEATHER PALMACCI ASST FUND ADMINISTRATOR 60458 64197 0 0 0 0 24426 25936 10269 10905 95153 101038 0 0 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 11B THE 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 15B WITH APPROVAL OF BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 PAINTERS 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. PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 PENSION FUND 25 COLGATE ROAD ROSLINDALE MA 02131 046043807 PENSION FUND MA 401(A)/501(A) 0 PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 ANNUITY FUND 25 COLGATE ROAD ROSLINDALE MA 02131 222489316 PENSION FUND MA 401(A)/501(A) 0 PAINTERS AND ALLIED TRADES DISTRICT COUNCIL #35 25 COLGATE ROAD ROSLINDALE MA 02131 041699540 LABOR UNION MA 501(C)(5) 0 FINISHING TRADES INSTITUTE OF NEW ENGLAND 25 COLGATE ROAD ROSLINDALE MA 02131 046192794 TRAINING FUND MA 501(C)(3) 170(B)(1)(A)(II) 0 MBTA 10 PARK PLAZA STE 3910 BOSTON MA 02116 LOCAL GOVT MA 0 BOSTON HOUSING AUTHORITY 52 CHAUNCY ST BOSTON MA 02111 CITY GOVT MA 0 MASSACHUSETTS BUILDING TRADES COUNCIL 35 HIGHLAND AVE MALDEN MA 02148 237009626 LABOR UNION MA 501(C)(5) 0 COMMUNITY LABOR UNITED 6 BEACON ST BOSTON MA 02108 203404034 CHARITYABLE ORG MA 501(C)(3) 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0