TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN (EIN 06-0691728)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-03-02
IRS object ID: 202210619349300916
Schema version: 2020v4.2
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
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-03-02T09:07:15-06:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	611436956	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NOVAK FRANCELLA LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 MONUMENT RD 5TH FLR	AddressLine1Txt
City	BALA CYNWYD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	060691728	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TEAMSTERS LOCAL UNION NO 671	BusinessNameLine1Txt
Business Name Line2	HEALTH SERVICES AND INSURANCE PLAN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TEAM	BusinessNameControlTxt
Phone	8602430671	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANTHONY LEPORE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8602430671	PhoneNum
Signature	2022-03-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANTHONY	PersonFirstNm
Person Last	LEPORE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LOUIS VERZELLA CPA	PreparerPersonNm
PTIN	P00360279	PTIN
Phone	6106689400	PhoneNum
Preparation	2022-03-01	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANTHONY LEPORE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$35,878,904	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	HTTPS://ECOMMERCE.ISSISYSTEMS.COM/ISITE160/EREMIT	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1954	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$29,176,915	PYProgramServiceRevenueAmt
CY Program Service Revenue	$32,225,463	CYProgramServiceRevenueAmt
PY Investment Income	$679,301	PYInvestmentIncomeAmt
CY Investment Income	$1,401,607	CYInvestmentIncomeAmt
PY Other Revenue	$88,825	PYOtherRevenueAmt
CY Other Revenue	$32,005	CYOtherRevenueAmt
PY Total Revenue	$29,945,041	PYTotalRevenueAmt
CY Total Revenue	$33,659,075	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$27,739,765	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$26,727,019	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$648,867	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$670,338	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,319,880	PYOtherExpensesAmt
CY Other Expenses	$1,266,206	CYOtherExpensesAmt
PY Total Expenses	$29,708,512	PYTotalExpensesAmt
CY Total Expenses	$28,663,563	CYTotalExpensesAmt
PY Revenues Less Expenses	$236,529	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,995,512	CYRevenuesLessExpensesAmt
Total Assets BOY	$57,629,500	TotalAssetsBOYAmt
Total Assets EOY	$69,416,605	TotalAssetsEOYAmt
Total Liabilities BOY	$4,245,598	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,331,563	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$53,383,902	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$65,085,042	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH AND WELFARE BENEFITS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN (THE "PLAN") WAS ESTABLISHED JUNE 24, 1954 BY AN AGREEMENT BETWEEN TEAMSTERS LOCAL UNION NO. 671 OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN AND HELPERS OF AMERICA (THE UNION") AND CERTAIN EMPLOYERS WHO WERE PARTIES TO COLLECTIVE BARGAINING AGREEMENTS WITH THE UNION REQUIRING CONTRIBUTIONS TO THE PLAN (THE "PARTICIPATING EMPLOYERS"). THE PLAN WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS AND THEIR ELIGIBLE DEPENDENTS. THE PLAN PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND LIFE INSURANCE BENEFITS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1066	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JANICE L FENLASON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8602430671	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT BOWEN
TRUSTEE	2.00	Yes (X)	$0	$0	$0
DAVID A LUCAS JR
TRUSTEE	2.00	Yes (X)	$0	$155,208	$51,814	60.00
FRANK MAXWELL
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JEFFREY ISAACS
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JANICE FENLASON
EXECUTIVE DIRECTOR	40.00		$128,548	$0	$51,814		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$128,548	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$155,208	TotReportableCompRltdOrgAmt
Total Other Compensation	$103,628	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ANTHEM
108 LEIGUS ROAD	WALLINGFORD	CT	06492	PPO; CLAIM REPRICING	$522,762
INNOVATIVE SOFTWARE SOLUTIONS INC
3000 S LENOLA RD	MAPLE SHADE	NJ	08052	COMPUTER CONSULTING	$115,369

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	480000	$31,937,981	$31,937,981
COBRA CONTRIBUTIONS	480000	$189,087	$189,087
RETIREE CONTRIBUTIONS	480000	$98,395	$98,395

Field	Value	IRS element (for citing)
Total Program Service Revenue	$32,225,463	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,105,447	TotalRevenueColumnAmt
Exclusion	$1,105,447	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,515,989	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,219,829	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$296,160	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$296,160	TotalRevenueColumnAmt
Exclusion	$296,160	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	LIEN RIEMBURSEMENT	Desc
Business	480000	BusinessCd
Total Revenue Column	$32,005	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,005	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$32,005	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,659,075	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,257,468	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,401,607	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$26,727,019	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$180,362	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$242,285	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$98,736	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$108,519	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$40,436	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$39,600	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$47,360	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$175,819	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$732,867	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$91	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$76,549	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$104,022	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$47,464	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,013	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$20,626	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt
PCORI FEE	$11,008
SERVICE AND MAINTENANCE	$1,975
FOREIGN TAXES PAID ON I	$1,812

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,663,563	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,815,385	BOYAmt
EOY	$2,513,066	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$747,760	BOYAmt
EOY	$1,376,678	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,415,892	BOYAmt
EOY	$3,523,568	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$239,466	BOYAmt
EOY	$233,388	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$264,437	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$243,024	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$28,426	BOYAmt
EOY	$21,413	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$51,382,571	BOYAmt
EOY	$61,748,492	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$57,629,500	BOYAmt
EOY	$69,416,605	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$70,182	BOYAmt
EOY	$96,680	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$343,483	BOYAmt
EOY	$340,383	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,831,933	BOYAmt
EOY	$3,894,500	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,245,598	BOYAmt
EOY	$4,331,563	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$53,383,902	BOYAmt
EOY	$65,085,042	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$53,383,902	BOYAmt
EOY	$65,085,042	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$57,629,500	BOYAmt
EOY	$69,416,605	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$4,995,512	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,705,628	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$19,905	OtherCostOrOtherBasisAmt
Depreciation	$7,557	DepreciationAmt
Book Value	$12,348	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$244,532	OtherCostOrOtherBasisAmt
Depreciation	$235,467	DepreciationAmt
Book Value	$9,065	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$21,413	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
BENEFIT OBLIGATIONS CURRENTLY PAYABLE	$2,866,439
EMPLOYER CONTRIBUTION DEPOSIT	$190,226
DUE TO BROKER FOR SECURITIES PURCHASED	$837,835

Field	Value	IRS element (for citing)
Total Liability	$3,894,500	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$40,188,884	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,705,628	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$6,705,628	RevenueNotReportedAmt
Revenue Subtotal	$33,483,256	RevenueSubtotalAmt
Investment Expenses Not Incld	$175,819	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$175,819	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$33,659,075	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$29,174,338	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$29,174,338	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$175,819	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$686,594	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$510,775	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$28,663,563	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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 IT HAS TAKEN AN UNCERTAIN POSITION, THAT MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX IN PROGRESS.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN OBLIGATION -686,594.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID A LUCAS JR
TRUSTEE	$0	$155,208	$0	$0	$0	$0	$0	$24,684	$0	$27,130	$0	$207,022	$0	$0
JANICE FENLASON
EXECUTIVE DIRECTOR	$128,548	$0	$0	$0	$0	$0	$24,684	$0	$27,130	$0	$180,362	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	LINE 11B EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR, TRUSTEE SIGNING THE RETURN AND LEGAL COUNSEL PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
FORM 990. PART XII, LINE 2C:	THE FUNDS MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TEAMSTERS LOCAL UNION 671	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Field	Value	IRS element (for citing)
EIN	060400878	EIN
Primary Activities	UNION OFFICE	PrimaryActivitiesTxt
Legal Domicile State	CT	LegalDomicileStateCd
Exempt Code Section	501 C 5	ExemptCodeSectionTxt
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)

ABF FREIGHT SYSTEM
ALLAN S GOODMAN
CREC
CT TRANSIT
DHL CLERICAL
DHL EXPRESS
FIRST AMERICAN GROUP
FIRST TRANSIT UCONN
KEYSTONE PAPER & BOX CO
MIDDLETOWN TRANSIT DISTRICT
PETRO
TOWN OF ENFIELD
TRINITY HEALTHST MARY
UPS
VERITIV (XPEDX)
WINTONBURY CARE CENTER
YRC WORLDWIDE - ROADWAYYELLOW
FIRST STUDENT INC

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	TEAMSTERS LOCAL UNION 671	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	K	TransactionTypeTxt
Involved	$40,424	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt