2020-10-13T17:00:23-05:00 2019-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2019-01-01 046040880 IUOE LOCAL 4 HEALTH & WELFARE PLAN IUOE 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 WILLIAM D MCLAUGHLIN CHAIRMAN 5085331400 2020-10-09 1 JEANNIE MICKEL P01058630 9789751099 173.162.188.213 2020-10-13 15:41:43 ED P 7ADBD96C547CBE419AC9B87DCFC7EE63ECE44F7B AC491DF3C16EAB01D2472EDFB44D80EE8BAFA837 2019 2021-04-22 16:20:28Z WILLIAM D MCLAUGHLIN 16 TROTTER DRIVE MEDWAY MA 02053 92533196 0 X N/A X 1957 MA TO PROVIDE HEALTH AND WELFARE BENEFITS 6 6 41 0 0 0 0 0 56223669 63537473 2980674 1560071 65140 108816 59269483 65206360 0 0 57307027 52814280 951630 1021457 0 0 0 2479239 2133378 60737896 55969115 -1468413 9237245 78714879 92055634 4557792 3845663 74157087 88209971 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 TO PROVIDE HEALTH AND OTHER SPECIFIED BENEFITS TO ELIGIBLE MEMBERS/DEPENDENTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN. 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 4 0 1 41 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 1 1 0 X GREGORY A GEIMAN 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 X JIM REGER TRUSTEE 1.00 X 0 0 0 DAVID FANTINI TRUSTEE 1.00 X 0 0 0 PAUL DIMINICO TRUSTEE 1.00 X 0 0 0 WILLIAM MCLAUGHLIN TRUSTEE 1.00 X 0 0 0 DAVID MARRJR TRUSTEE 1.00 X 0 0 0 ANGELO COLOSANTE TRUSTEE 1.00 X 0 0 0 GINA ALONGI ADMINISTRATOR 13.50 26.50 X 85241 167551 57540 ROSEMARIE ALONGI EMPLOYEE 13.50 26.50 X 38871 76405 49220 GREG GEIMAN EMPLOYEE 13.50 26.50 X 68764 135162 49220 ALAN KOUFOS EMPLOYEE 13.50 26.50 X 43347 85203 49220 REBECCA ZACCARDI EMPLOYEE 13.50 26.50 X 41936 82431 49220 LAURA-JEAN HICKEY EMPLOYEE 13.50 26.50 X 33975 66780 49019 312134 613532 303439 0 0 1 0 BLUE CROSS BLUE SHIELD OF MASS 401 PARK DR 14 BOSTON MA 02215 MEDICAL 1745233 MODERN ASSISTANCE PROGRAMS 1400 HANCOCK ST 2ND FL QUINCY MA 02169 MEDICAL 699463 2 EMPLOYER CONTRIBUTIONS 813930 63033905 63033905 MEMBER CONTRIBUTIONS 813930 503568 503568 63537473 1438342 1438342 27448565 27326836 121729 121729 121729 OTHER INCOME 813930 108816 108816 108816 65206360 63646289 0 1560071 52814280 312134 295555 283108 79001 51659 60247 39750 84018 151910 18262 126572 25081 11138 11902 REINSURANCE EXPENSE 767155 UNCOMPENSATED CARE POOL 557918 UTILIZATION REVIEW 116209 PRINTING 50750 112466 55969115 11853847 13615283 5539387 5785412 23474 71372 238877 207286 36709 31591 50005945 53373568 11038558 18882801 216959 295607 78714879 92055634 835090 538852 3722702 3306811 4557792 3845663 X 0 0 0 0 74157087 88209971 74157087 88209971 78714879 92055634 9237245 4815639 0 X X 0 1 X 1 0 15325 15325 0 223552 191961 31591 31591 S&P 500 INDEX 18882801 F 18882801 BENEFITS PAYABLE 3306811 3306811 X 69937981 4815639 4815639 65122342 84018 84018 65206360 56300988 0 56300988 84018 -415891 -331873 55969115 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 DECEMBER 31, 2019, 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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS -415,891. X 0 0 0 GINA ALONGI ADMINISTRATOR 85241 167551 0 0 0 0 15896 31244 3507 6893 104644 205688 0 0 ROSEMARIE ALONGI EMPLOYEE 38871 76405 0 0 0 0 13090 25730 3507 6893 55468 109028 0 0 GREG GEIMAN EMPLOYEE 68764 135162 0 0 0 0 13090 25730 3507 6893 85361 167785 0 0 ALAN KOUFOS EMPLOYEE 43347 85203 0 0 0 0 13090 25730 3507 6893 59944 117826 0 0 REBECCA ZACCARDI EMPLOYEE 41936 82431 0 0 0 0 13090 25730 3507 6893 58533 115054 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE COLLECTIVELY BARGAINED LOCAL 4 OPERATING ENGINEERS. 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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