2022-12-15T08:51:17-06:00 2022-02-28 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2021-03-01 042167074 PIPEFITTERS UNION LOCAL NO 537 HEALTH & WELFARE FUND PIPE 6177875550 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 021251638 JAMES CURRAN ADMINISTRATOR 6177875550 2022-12-08 1 JAMES CURRAN 999009999 JEANNIE MICKEL P01058630 9789751099 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMES CURRAN 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 021251638 76288007 0 X N/A X 1953 MA HEALTH & WELFARE BENEFITS 6 6 0 0 0 0 0 0 41819908 52728130 806433 871489 10442 10 42636783 53599629 0 0 33404051 41834567 175330 171855 0 0 0 1902396 2347215 35481777 44353637 7155006 9245992 61090794 71934513 8667721 11329428 52423073 60605085 HEALTH & WELFARE BENEFITS 0 0 HEALTH & WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 1 0 0 1 1 1 1 0 X JAMES CURRAN 6177875550 40 ENTERPRISE STREET SUITE 463 DORCHESTER MA 02125 JOHN J CANAVAN TRUSTEE 1.00 4.00 X 0 0 0 THOMAS P KERR TRUSTEE - CHAIRMAN 1.00 5.00 X 0 0 0 PAUL R CAMPBELL TRUSTEE 1.00 4.00 X 0 0 0 STEPHEN P AFFANATO TRUSTEEE 1.00 5.00 X X 0 0 0 DAVID CANNISTRARO TRUSTEE 1.00 4.00 X 0 0 0 DANIEL T O'BRIEN TRUSTEE 1.00 4.00 X 0 0 0 MARYBETH PORTER ADMINISTRATOR 17.00 23.00 X 0 172515 67600 0 172515 67600 0 1 1 0 BLUE CROSS BLUE SHIELD 25 TECHNOLOGY PLACE HINGHAM MA 02043 ADMIN FEES 1515506 EXPRESS SCRIPTS INC 1 EXPRESS WAY ST LOUIS MO 63121 ADMIN FEES 174281 2 EMPLOYER CONTRIBUTIONS 900099 51158564 51158564 EMPLOYEE CONTRIBUTIONS 900099 1497579 1497579 COBRA SUBSIDY CONTRIBUTIONS 900099 71987 71987 52728130 410572 410572 23149295 22688378 460917 460917 460917 OTHER INCOME 900099 10 10 10 53599629 52728140 0 871489 41834567 108138 63717 25759 60930 152709 57750 21197 77986 10011 3016 PREMIUMS - EXCESS LOSS 1876542 LEASE PAYMENTS 26367 POSTAGE 16653 ACA FEES 14880 3415 44353637 23970072 26729824 6556138 8261638 14021936 17119360 12748991 15771590 3793657 4052101 61090794 71934513 228644 1060368 8439077 10269060 8667721 11329428 X 52423073 60605085 52423073 60605085 61090794 71934513 9245992 -1063980 0 X X 0 1 X 1 0 0 STANDARD LIFE INVESTMENT GLOBAL 4929014 F BLUE ROCK PLUS FUND 4144913 F ARENA SHORT DURATION HIGH YIELD FUN 6697663 F 15771590 INSURANCE DEPOSITS 3977700 INTEREST AND DIVIDENDS RECEIVABLE 71010 SECURITIES SOLD 3391 4052101 SECURITIES PURCHASED PAYABLE 216329 BENEFITS PAYABLE 9379582 DUE TO AFFILIATE FUND 152763 PAYABLE UNDER SECURITIES LENDING AGREEMENTS 520386 10269060 X 52382940 -1063980 -152709 -1216689 53599629 0 53599629 42110314 0 42110314 152709 2090614 2243323 44353637 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 FEBRUARY 28, 2022, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -152,709. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT FOR BENEFIT OBLIGATIONS 2,090,614. 0 0 0 MARYBETH PORTER ADMINISTRATOR 0 172515 0 0 0 0 0 42640 0 24960 0 240115 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE COLLECTIVELY BARGAINED PIPEFITTERS UNION LOCAL 537. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS GRANTED THE FUND ADMINSTRATOR AUTHORITY TO REVIEW AND FILE ALL TAX DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 12 AS AN EMPLOYEE BENEFIT PLAN, THE PLAN IS SUBJECT TO THE CONFLICTS OF INTEREST POLICIES OF ERISA FORM 990, PART VI, SECTION B, LINE 15 TRUSTEES RECEIVE NO COMPENSATION. THE BENEFIT FUND STAFF IS REVIEWED ANNUALLY AND COMPENSATION DATA IS REVIEWED BY BOTH THE BOARD OF TRUSTEES AND AN OUTSIDE CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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