2022-02-04T15:40:42-06:00 2021-08-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2020-09-01 043398237 ELECTRICAL INDUSTRY LABOR MANAGEMENT COOPERATION TRUST ELEC 6172885999 256 FREEPORT STREET DORCHESTER MA 021223538 MICHAEL P DONOVAN FUND ADMINISTRATOR 6172885999 2022-01-31 1 MICHAEL DONOVAN 999009999 JEANNIE MICKEL P01058630 9789751099 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL P DONOVAN 256 FREEPORT STREET DORCHESTER MA 021223538 53170465 0 X WWW.103ADVANTAGE.COM X 1997 MA TO IDENTIFY AND EXPAND WORK OPPORTUNITIES, IMPROVE COMMUNICATIONS, PROMOTE EFFICIENCY IN OPERATIONS AND PROMOTE HEALTH AND SAFETY IN THE ELECTRICAL INDUSTRY WITHIN THE NEW ENGLAND AREA. 8 6 0 0 0 0 0 0 40376426 47174276 1184028 2481547 0 0 41560454 49655823 0 0 56212820 62384029 435236 452068 0 0 0 1855260 2826120 58503316 65662217 -16942862 -16006394 38492386 20628681 454033 747043 38038353 19881638 TO IDENTIFY AND EXPAND WORK OPPORTUNITIES, IMPROVE COMMUNICATIONS, PROMOTE EFFICIENCY IN OPERATIONS AND PROMOTE HEALTH AND SAFETY IN THE ELECTRICAL INDUSTRY WITHIN THE NEW ENGLAND AREA. 0 0 TO PROVIDE A PROGRAM TO ASSIST EMPLOYERS IN BIDDING PROJECTS, AND TO PROMOTE HEALTH AND SAFETY PROGRAMS FOR ELECTRICAL WORKERS. THE TRUST PROVIDES SUBSIDIES TO UNION CONTRACTORS THROUGH THE RESPECTIVE TRUST FUNDS IN ORDER FOR THE UNION CONTRACTORS TO BE COMPETITIVE WITH NON-UNION CONTRACTORS IN THE MARKET. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 X MICHAEL P DONOVAN 6172885999 256 FREEPORT STREET DORCHESTER MA 02122 LOU ANTONELLIS UNION TRUSTEE 1.00 X 0 0 0 GARY WALKER UNION TRUSTEE 1.00 X 0 0 0 ROBERT SHEEHAN UNION TRUSTEE 1.00 X 0 0 0 RICHARD ANTONELLIS UNION TRUSTEE 1.00 X 0 0 0 KRISTEN GOWIN MANAGEMENT TRUSTEE 1.00 X 0 0 0 BILL WEBER MANAGEMENT TRUSTEE 1.00 X 0 0 0 KEVIN LEROUX MANAGEMENT TRUSTEE 1.00 X 0 0 0 ALAN SCHARFE MANAGEMENT TRUSTEE 1.00 X 0 0 0 MICHAEL DONOVAN FUND ADMINISTRATOR 8.25 46.75 X 34061 193014 66341 MATTHEW LASH BUSINESS DEVELOPMENT DIREC 40.00 X 170211 0 64549 LISA PODGURSKI BUSINESS DEVELOPMENT MANAG 40.01 X 125515 0 60964 329787 193014 191854 2 0 1 0 BOSTON RED SOX 4 JERSEY STREET BOSTON MA 02215 ADVERTISING 251667 617MEDIAGROUP LLC 282 MOODY STREET WALTHAM MA 02453 ADVERTISING 180213 K COURTNEY & ASSOCIATES 6 BEACON STREET BOSTON MA 02108 CONSULTING 172440 DELAWARE NORTH CO INC 250 DELAWARE AVENUE BUFFALO NY 14202 ADVERTISING 160658 MODERN ASSISTANCE PROGRAMS 1458 HANCOCK STREET QUINCY NY 02169 HEALTH CARE ADMINISTRATION 160374 5 EMPLOYERS' CONTRIBUTIONS 900099 47174276 47174276 47174276 271739 271739 5724450 3514642 2209808 2209808 2209808 49655823 47174276 0 2481547 62384029 300425 127901 23742 20000 24205 31261 172440 2085504 27845 798 15126 ADMINISTRATIVE EXPENSES 260000 DRUG TESTING 163231 AUTO EXPENSE 17876 TELEPHONE 3419 4415 65662217 1944481 7684632 4865930 7781970 4198514 5140134 283358 21945 27200103 0 38492386 20628681 99820 424433 354213 322610 454033 747043 X 38038353 19881638 38038353 19881638 38492386 20628681 -16006394 -2150321 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTIES 322610 322610 X 47474241 -2150321 -2150321 49624562 31261 31261 49655823 65630956 0 65630956 31261 31261 65662217 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 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 AUGUST 31, 2021, 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. 0 0 0 MICHAEL DONOVAN FUND ADMINISTRATOR 34061 193014 0 0 0 0 0 43877 0 22464 34061 259355 0 0 MATTHEW LASH BUSINESS DEVELOPMENT DIREC 170211 0 0 0 0 0 42085 0 22464 0 234760 0 0 0 LISA PODGURSKI BUSINESS DEVELOPMENT MANAG 125515 0 0 0 0 0 38500 0 22464 0 186479 0 0 0 JOHN A PENNY CO ENTITY OWNED MORE THAN 35% BY ALAN SCHARFE, TRUSTEE OF THE ORGANIZATION 357050 MARKET RECOVERY SUBSIDIES FOR ELECTRICAL WORK 0 GASTON ELECRTIC CO ENTITY OWNED MORE THAN 35% BY BILL WEBER, TRUSTEE OF THE ORGANIZATION 50291 MARKET RECOVERY SUBSIDIES FOR ELECTRICAL WORK 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SUBCOMMITTEES WITHIN THE BOARD OF TRUSTEES, THEREFORE THERE ARE NO MEETINGS TO DOCUMENT. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT VERSION OF THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR. ONCE THE FORM IS FINALIZED, THE FINAL COPY IS PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION DISTRIBUTES AN ANNUAL QUESTIONNAIRE REQUIRING ALL MEMBERS OF THE BOARD OF DIRECTORS TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR ELECTRICAL WORKERS PENSION PLAN LOCAL 103 IBEW 256 FREEPORT STREET DORCHESTER MA 02122 046063734 BENEFIT PLAN MA N/A 0 ELECTRICAL WORKERS DEFERRED INCOME FUND LOCAL 103 IBEW 256 FREEPORT STREET DORCHESTER MA 02122 042471895 BENEFIT PLAN MA N/A 0 ELECTRICAL WORKERS HEALTH AND WELFARE FUND LOCAL 103 IBEW 256 FREEPORT STREET DORCHESTER MA 02122 046063733 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION MA 501(C)(9) N/A 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 103 256 FREEPORT STREET DORCHESTER MA 02122 041472080 UNION MA 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0