HEALTH & WELFARE FUND: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: HEALTH & WELFARE FUND (EIN 04-2219623)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-09-09
IRS object ID: 201912529349300841
Schema version: 2018v3.1
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	2019-09-09T14:34:41-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043508036	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MANZI & ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	855 TURNPIKE STREET	AddressLine1Txt
City	NORTH ANDOVER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01845	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042219623	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TEAMSTERS LOCAL 170 HEALTH AND	BusinessNameLine1Txt
Business Name Line2	WELFARE FUND	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TEAM	BusinessNameControlTxt
Phone	5087913416	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	330 SOUTHWEST CUTOFF	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHANNON GEORGE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	5087913416	PhoneNum
Signature	2019-09-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEANNIE MICKEL	PreparerPersonNm
PTIN	P01058630	PTIN
Phone	9789751099	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	173.162.188.213	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-09-09	IPDt
IP Tm	15:33:39	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7ADBD96C547CBE419AC9B87DCFC7EE63ECE44F7B	AtSubmissionCreationDeviceId
At Submission Filing Device Id	57CAB1478FA21B4BB6BCA0ED5F2D8E49AC86AE59	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SHANNON GEORGE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	330 SOUTHWEST CUTOFF	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$51,383,550	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.TEAMSTERS170HWF.COM	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Other Organization Dsc	TRUST	OtherOrganizationDsc
Formation	1954	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE MEDICAL, DENTAL, VISION, LIFE, ACCIDENT & SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	7	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	$30,926,495	PYProgramServiceRevenueAmt
CY Program Service Revenue	$31,877,598	CYProgramServiceRevenueAmt
PY Investment Income	$1,007,055	PYInvestmentIncomeAmt
CY Investment Income	$2,311,203	CYInvestmentIncomeAmt
PY Other Revenue	$197,446	PYOtherRevenueAmt
CY Other Revenue	$192,309	CYOtherRevenueAmt
PY Total Revenue	$32,130,996	PYTotalRevenueAmt
CY Total Revenue	$34,381,110	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$26,085,805	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$27,151,011	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$722,043	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$731,375	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,334,679	PYOtherExpensesAmt
CY Other Expenses	$1,365,737	CYOtherExpensesAmt
PY Total Expenses	$28,142,527	PYTotalExpensesAmt
CY Total Expenses	$29,248,123	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,988,469	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,132,987	CYRevenuesLessExpensesAmt
Total Assets BOY	$53,239,765	TotalAssetsBOYAmt
Total Assets EOY	$54,902,554	TotalAssetsEOYAmt
Total Liabilities BOY	$8,447,646	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,614,353	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$44,792,119	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$47,288,201	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE MEDICAL, DENTAL, VISION, LIFE, ACCIDENT & SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDE WELFARE BENEFITS TO EMPLOYEES UNDER COLLECTIVE BARGAINING AGREEMENT	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	Yes (1)	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	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	7	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
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	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	Yes (1)	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	Yes (1)	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	SHANNON GEORGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5087913416	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	330 SOUTHWEST CUTOFF	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

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	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SHANNON GEORGE
TRUSTEE/CO-CHAIR	10.00	Yes (X)	$0	$0	$0
PAUL E DAUPHINAIS
TRUSTEE	10.00	Yes (X)	$0	$0	$0
SEAN M FOLEY
TRUSTEE	10.00	Yes (X)	$0	$0	$0
RONALD J BEVENS
TRUSTEE	10.00	Yes (X)	$0	$0	$0
ELIAS GILLEN
TRUSTEE	10.00	Yes (X)	$0	$0	$0
RAYMOND REED
EMPLOYEE	40.00		$152,884	$0	$48,349	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$152,884	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$48,349	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

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BLUE CROSS BLUE SHIELD	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	25 TECHNOLOGY PLACE	AddressLine1Txt
City	HINGHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02043	ZIPCd

Field	Value	IRS element (for citing)
Services	CLAIMS ADMIN	ServicesDesc
Compensation	$846,656	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$31,049,873	$31,049,873
EMPLOYEE CONTRIBUTIONS	900099	$827,725	$827,725

Field	Value	IRS element (for citing)
Total Program Service Revenue	$31,877,598	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,100,369	TotalRevenueColumnAmt
Exclusion	$1,100,369	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$192,288	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$192,288	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$192,288	TotalRevenueColumnAmt
Exclusion	$192,288	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$18,213,274	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,002,440	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,210,834	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,210,834	TotalRevenueColumnAmt
Exclusion	$1,210,834	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$21	TotalRevenueColumnAmt
Related Or Exempt Func Income	$21	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$21	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,381,110	TotalRevenueColumnAmt
Related Or Exempt Func Income	$31,877,619	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,503,491	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$27,151,011	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$419,842	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$148,104	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$127,314	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$36,115	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$75,965	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$79,302	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$92,335	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$157,780	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$328,884	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$54,068	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$306,273	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$43,779	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt
STOP LOSS	$212,896
PCORI EXCISE TAX	$9,315
TRANSITIONAL REINSURANC	$5,140

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,248,123	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,718,492	BOYAmt
EOY	$2,938,604	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$7,622,559	BOYAmt
EOY	$8,141,394	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,493,285	BOYAmt
EOY	$2,989,767	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$77,366	BOYAmt
EOY	$60,619	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,936,499	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$4,412,787	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,724,170	BOYAmt
EOY	$3,523,712	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$22,476,212	BOYAmt
EOY	$25,329,228	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$13,969,376	BOYAmt
EOY	$11,737,614	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$158,305	BOYAmt
EOY	$181,616	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,239,765	BOYAmt
EOY	$54,902,554	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$115,955	BOYAmt
EOY	$213,564	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,331,691	BOYAmt
EOY	$7,400,789	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,447,646	BOYAmt
EOY	$7,614,353	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	$44,792,119	BOYAmt
EOY	$47,288,201	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$44,792,119	BOYAmt
EOY	$47,288,201	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$53,239,765	BOYAmt
EOY	$54,902,554	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$5,132,987	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,636,905	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	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$534,151	OtherCostOrOtherBasisAmt
Book Value	$534,151	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,875,600	OtherCostOrOtherBasisAmt
Depreciation	$3,365,114	DepreciationAmt
Book Value	$2,510,486	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$596,663	OtherCostOrOtherBasisAmt
Depreciation	$417,720	DepreciationAmt
Book Value	$178,943	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$507,654	OtherCostOrOtherBasisAmt
Depreciation	$288,461	DepreciationAmt
Book Value	$219,193	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$422,431	OtherCostOrOtherBasisAmt
Depreciation	$341,492	DepreciationAmt
Book Value	$80,939	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,523,712	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FIDELITY INFLAT-PROTBOND INDEX	$5,540,166	F
FIDELITY 500 INDEX PREMIUM CLASS	$2,926,829	F
FIDELITY INTL INDEX PREMIUM	$3,270,619	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$11,737,614	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
EST. INCURRED BUT UNREPORTED CLAIMS	$7,389,750
CONTRACTOR DEPOSITS	$11,039

Field	Value	IRS element (for citing)
Total Liability	$7,400,789	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$31,664,903	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,636,905	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$2,636,905	RevenueNotReportedAmt
Revenue Subtotal	$34,301,808	RevenueSubtotalAmt
Investment Expenses Not Incld	$79,302	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$79,302	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$34,381,110	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$30,100,952	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$30,100,952	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$79,302	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$932,131	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$852,829	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$29,248,123	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 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, 2018, 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 BENEFITS PAYABLE
PART XII, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN BENEFITS PAYABLE

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

Field	Value	IRS element (for citing)
Person	RAYMOND REED	PersonNm
Title	EMPLOYEE	TitleTxt
Base Compensation Filing Org	$152,884	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$23,665	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$24,684	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$201,233	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS OF TEAMSTERS LOCAL 170 HEALTH AND WELFARE
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 ORGANIZATION IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA
FORM 990, PART VI, SECTION B, LINE 15B	BOARD OF TRUSTEES REVIEWS KEY EMPLOYEES COMPENSATION WITH COMPARABILITY DATA ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST
FORM 990, PART XII, LINE 2C:	NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TEAMSTERS UNION LOCAL NO 170	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	330 SOUTHWEST CUTOFF STE 201	AddressLine1Txt
City	WORCESTER	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01604	ZIPCd

Field	Value	IRS element (for citing)
EIN	041106780	EIN
Primary Activities	RENT	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(5)	ExemptCodeSectionTxt
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (34 entries)

Legal Domicile StateLegalDomicileStateCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
ABF FREIGHT SYSTEMS INC
AK
AGGREGATE SHREWSBURY
	CA
AGGREGATEASHLAND
	CA
BAKER COMMODITIES
MA
BORGGAARD CONSTRUCTION
MA
CPC HOME PRODUCTS LLC
MO
DAUPHINAIS CONCRETE
MA
DURHAM SCHOOL SERVICES
IL
FIRST STUDENT (FITCHBURG MECH)
OH
FIRST STUDENT DUDLEY
OH
GM WHITE CONSTRUCTION INC
MA
GRANGER-LYNCH INC
RI
J G MACLELLAN CONCRETE CO
MA
LAWRENCE HOUSING AUTHORITY
MA
MACLELLANGRAFTON
MA
MACLELLANLUNENNBURG
MA
MAROIS BROTHERS INC
MA
MERRIMACK VALLEY DISTRIB CO
MA
MVRTA
MA
PARSEC
OH
PJ KEATING DRIVERS
MA
PJ KEATINGMECHANICS
MA
RAND WHITNEY GROUP LLC
MA
ROSENFELD CONCRETE CORP
MA
RYDER TRUCK RENTAL
RI
SPINCRAFT
MA
TEAMSTER UNION LOCAL 170
MA
TOWN OF MERRIMAC
MA
TOWN OF W NEWBURY POL & HWY
MA
TRANSGAS CO
MA
TRANSGAS CO (MECHANICS)
MA
UNISOURCE
GA
UNITED PARCEL SERVICE
OH
YELLOW FREIGHT SYSTEMS INC
KS

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	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	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	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	TEAMSTERS LOCAL 170	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	J	TransactionTypeTxt
Involved	$78,591	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt