TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN (EIN 06-0691728)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-04-05
IRS object ID: 201910959349300011
Schema version: 2017v2.3
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	2019-04-05T10:08:17-05:00	ReturnTs
Tax Period End	2018-06-30	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	ONE PRESIDENTIAL BLVD SUITE 330	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	2017-07-01	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	DAVID LUCAS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8602430671	PhoneNum
Signature	2019-04-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LOUIS VERZELLA CPA	PreparerPersonNm
PTIN	P00360279	PTIN
Phone	6106689400	PhoneNum
Preparation	2019-03-23	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	162.211.205.39	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-05	IPDt
IP Tm	10:07:39	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	19998950A844A1ED5F18EB360E4E9E4F9906FFA9	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAVID LUCAS	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	$44,801,519	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	$26,447,047	PYProgramServiceRevenueAmt
CY Program Service Revenue	$27,384,988	CYProgramServiceRevenueAmt
PY Investment Income	$1,709,269	PYInvestmentIncomeAmt
CY Investment Income	$4,266,724	CYInvestmentIncomeAmt
PY Other Revenue	$433,493	PYOtherRevenueAmt
CY Other Revenue	$178,528	CYOtherRevenueAmt
PY Total Revenue	$28,589,809	PYTotalRevenueAmt
CY Total Revenue	$31,830,240	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$26,965,186	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$24,327,151	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$620,299	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$625,822	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,364,614	PYOtherExpensesAmt
CY Other Expenses	$1,350,540	CYOtherExpensesAmt
PY Total Expenses	$28,950,099	PYTotalExpensesAmt
CY Total Expenses	$26,303,513	CYTotalExpensesAmt
PY Revenues Less Expenses	-$360,290	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,526,727	CYRevenuesLessExpensesAmt
Total Assets BOY	$50,889,136	TotalAssetsBOYAmt
Total Assets EOY	$54,692,047	TotalAssetsEOYAmt
Total Liabilities BOY	$3,433,995	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,927,636	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$47,455,141	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$50,764,411	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	1144	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
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 (6 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)	$4,840	$0	$1,633
DAVID A LUCAS JR
TRUSTEE	2.00	Yes (X)	$0	$147,376	$47,742	60.00
DAVID ALLEN
TRUSTEE	2.00	Yes (X)	$0	$0	$0
BERNARD KOWALSKI
TRUSTEE (P)	2.00	Yes (X)	$0	$0	$0
FRANK MAXWELL
TRUSTEE	2.00	Yes (X)	$0	$0	$0
JANICE FENLASON
EXECUTIVE DIRECTOR	40.00		$109,909	$0	$47,822		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$114,749	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$147,376	TotReportableCompRltdOrgAmt
Total Other Compensation	$97,197	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 (3 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	$506,617
UBS FINANCIAL
333 EARLE OVINGTON BLVD STE 600	UNIONDALE	NY	11553	INVESTMENT MANAGEMENT FEE	$126,282
INNOVATIVE SOFTWARE SOLUTIONS INC
3000 S LENOLA RD	MAPLE SHADE	NJ	08052	COMPUTER CONSULTING	$106,564

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	480000	$27,080,312	$27,080,312
COBRA CONTRIBUTIONS	480000	$275,158	$275,158
RETIREE CONTRIBUTIONS	480000	$29,518	$29,518

Field	Value	IRS element (for citing)
Total Program Service Revenue	$27,384,988	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$841,972	TotalRevenueColumnAmt
Exclusion	$841,972	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$16,396,031	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,971,279	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,424,752	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,424,752	TotalRevenueColumnAmt
Exclusion	$3,424,752	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE PART D	480000	$139,604	$139,604
LIEN RIEMBURSEMENT	480000	$38,924	$38,924

Field	Value	IRS element (for citing)
Other Revenue Total	$178,528	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,830,240	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,563,516	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,266,724	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$24,327,151	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$164,204	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$236,740	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$98,735	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$95,152	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$30,991	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	$62,970	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$212,073	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$751,380	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$606	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$64,516	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$108,157	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$47,029	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$22,951	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,238	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$20,616	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
FOREIGN TAXES PAID ON I	$11,200
SERVICE AND MAINTENANCE	$5,204

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,303,513	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$975,661	BOYAmt
EOY	$2,633,903	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$626,495	BOYAmt
EOY	$441,833	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,055,961	BOYAmt
EOY	$3,232,804	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$75,934	BOYAmt
EOY	$240,571	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$257,442	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$222,992	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$28,498	BOYAmt
EOY	$34,450	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$46,051,268	BOYAmt
EOY	$48,108,486	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$75,319	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$50,889,136	BOYAmt
EOY	$54,692,047	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$325,838	BOYAmt
EOY	$107,721	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$342,557	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,108,157	BOYAmt
EOY	$3,477,358	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,433,995	BOYAmt
EOY	$3,927,636	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

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	$47,455,141	BOYAmt
EOY	$50,764,411	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$47,455,141	BOYAmt
EOY	$50,764,411	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$50,889,136	BOYAmt
EOY	$54,692,047	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$5,526,727	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,217,457	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

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$257,442	OtherCostOrOtherBasisAmt
Depreciation	$222,992	DepreciationAmt
Book Value	$34,450	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$34,450	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
BENEFIT OBLIGATIONS CURRENTLY PAYABLE	$2,908,689
EMPLOYER CONTRIBUTION DEPOSIT	$190,226
DUE TO BROKER FOR SECURITIES PURCHASED	$378,443

Field	Value	IRS element (for citing)
Total Liability	$3,477,358	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$29,261,106	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,217,457	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$2,217,457	RevenueNotReportedAmt
Revenue Subtotal	$31,478,563	RevenueSubtotalAmt
Investment Expenses Not Incld	$212,073	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$139,604	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$351,677	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$31,830,240	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$25,961,078	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$25,961,078	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$212,073	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$130,362	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$342,435	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$26,303,513	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 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 XI, LINE 4B - OTHER ADJUSTMENTS:	MEDICARE PART D 139,604.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	MEDICARE PART D 139,604. CHANGE IN OBLIGATION -9,242.

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	$144,489	$0	$0	$0	$2,887	$0	$24,684	$0	$23,058	$0	$195,118	$0	$0
JANICE FENLASON
EXECUTIVE DIRECTOR	$109,909	$0	$0	$0	$0	$0	$24,684	$0	$23,138	$0	$157,731	$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 OF FINANCIALS 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 (19 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd
ABF FREIGHT SYSTEM INC
3801 OLD GREENWOOD ROAD	FORT SMITH	AZ	72903	DE
ALLAN S GOODMAN INC
180 GOODWIN STREET	EAST HARTFORD	CT	06108	CT
BAILEY'S EXPRESS INC
61 INDUSTRIAL PARK ROAD	MIDDLETOWN	CT	06457	CT
DHL
570 POLARIS PARKWAY	WESTERVILLE	OH	43082	OH
KEYSTONE PAPER & BOX COMPANY INC
31 EDWIN ROAD	SOUTH WINDSOR	CT	06074	CT
LEGERE GROUP LTD
80 DARLING DRIVE	AVON	CT	06001	CT
MANFI LEASING CORP
20 A STREET	BURLINGTON	MA	01803	MA
MCKESSON CORPORATION
280 DIVIDEND ROAD	ROCKY HILL	CT	06067	DE
MIDDLETOWN AREA TRANSIT
340 MAIN STREET	MIDDLETOWN	CT	06457	CT
SAINT MARY HOME
2021 ALBANY AVENUE	WEST HARTFORD	CT	06117	CT
UNITED PARCEL SERVICE INC
100 E CAMPUSVIEW BLVD	COLUMBUS	OH	43235	OH
WINTONBURY HEALTH CARE
25 LORRAINE STREET 3RD FLOOR	HARTFORD	CT	06105	CT
VERITIV OPERATING COMPANY
1000 ABERNATHY RD NE BLDG 400 1700	ATLANTA	GA	30328	DE
YRC WORLDWIDE
10900 ROE AVE	SHAWNEE MISSION	KS	66211	DE
FIRSTGROUP AMERICA INC
600 VINE STREET SUITE 1400	CINCINNATI	OH	45202	DE
CREC
111 CHARTER OAK AVE	HARTFORD	CT	06106	CT
CT TRANSIT
100 LEIBERT ROAD	HARTFORD	CT	06141	CT
PETRO HOLDINGS
PO BOX 283	TIVERTON	RI	02878	MN
TOWN OF ENFIELD
820 ENFIELD STREET	ENFIELD	CT	06082

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

TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN: Form 990, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990 IRS990

US Address USAddress

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

Contractor Compensation ContractorCompensationGrp (3 entries)

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

Investment Income InvestmentIncomeGrp

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Gain Or Loss GainOrLossGrp

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

Total Revenue TotalRevenueGrp

Benefits To Members BenefitsToMembersGrp

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Pension Plan Contributions PensionPlanContributionsGrp

Other Employee Benefits OtherEmployeeBenefitsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Legal FeesForServicesLegalGrp

Fees For Services Accounting FeesForServicesAccountingGrp

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Fees For Services Other FeesForServicesOtherGrp

Advertising AdvertisingGrp

Office Expenses OfficeExpensesGrp

Information Technology InformationTechnologyGrp

Occupancy OccupancyGrp

Conferences Meetings ConferencesMeetingsGrp

Depreciation Depletion DepreciationDepletionGrp

Insurance InsuranceGrp

Other Expenses OtherExpensesGrp (2 entries)

Total Functional Expenses TotalFunctionalExpensesGrp

Cash Non Interest Bearing CashNonInterestBearingGrp

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Accounts Receivable AccountsReceivableGrp

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Other Assets Total OtherAssetsTotalGrp

Total Assets TotalAssetsGrp

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Deferred Revenue DeferredRevenueGrp

Other Liabilities OtherLiabilitiesGrp

Total Liabilities TotalLiabilitiesGrp

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FS Audited Basis FSAuditedBasisGrp

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

US Address USAddress

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Comments