2017-12-22T13:34:35-06:00 2017-03-31 472517893 BEERS HAMERMAN COHEN & BURGER PC 234 CHURCH STREET NEW HAVEN CT 06510 990 2016-04-01 237032832 CONNECTICUT CARPENTERS HEALTH FUND CONN 2032815511 10 BROADWAY HAMDEN CT 06518 JOHN BUTTS CO-CHAIR 2032815511 2017-12-22 1 PETER GRAEB P00013424 2037876527 2017-12-20 50.204.147.228 2017-12-22 13:46:55 ES P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 C2ACFF7F19A5CC1419C79933FB76A2F388309B51 2016 2018-03-14 21:41:22Z JOHN BUTTS 10 BROADWAY HAMDEN CT 06518 136920262 0 X WWW.CTCARPENTERSFUND.ORG X EMPLOYEE BENEFIT PLAN 1969 CT TO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS 8 8 0 0 0 0 0 0 42654937 39148843 1451983 1162356 0 0 44106920 40311199 0 0 29210902 32671065 91866 93914 0 0 0 3197371 3187090 32500139 35952069 11606781 4359130 65438012 72099560 1001578 1406625 64436434 70692935 TO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 MISCELLANEOUS HEALTHCARE AND WELFARE BENEFITS INCLUDING LIFE INSURANCE, ACCIDENTAL DEATH, MAJOR MEDICAL, DENTAL AND VISION (INCLUDES PREMIUM EXPENSES)AND PRESCRIPTION DRUG COVERAGE. 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 1 379 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 X RICHARD S MONARCA 2032815511 10 BROADWAY HAMDEN CT 06518 BRUCE LYDEM TRUSTEE 1.00 3.00 X 0 0 0 JOHN CUNNINGHAM TRUSTEE 1.00 2.00 X 0 0 0 MARTIN ALVARENGA TRUSTEE 1.00 3.00 X 0 0 0 GLENN MARSHALL CO-CHAIR/TRUSTEE 1.00 2.00 X X 0 0 0 JOSEPH EPIFANO TRUSTEE 1.00 2.00 X 0 0 0 JOHN BUTTS CO-CHAIR/TRUSTEE 1.00 3.00 X X 0 0 0 ANTHONY MINERVINI TRUSTEE 1.00 2.00 X 0 0 0 VINCENT GIORDANO TRUSTEE 1.00 2.00 X 0 0 0 RICHARD MONARCA FUND DIRECTOR 18.00 22.00 X 72147 105446 51912 72147 105446 51912 0 0 1 0 ANTHEM 370 BASSET ROAD NORTH HAVEN CT 06473 CONTRACT ADMINISRTATION 687301 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 MEDICAL CONSULTANT 204135 TRIZETTO 6061 S WILLOW DRIVE SUITE 310 DENVER CO 80111 COMPUTER CONSULTING 127435 3 EMPLOYER CONTRIBUTIONS 525100 34794544 34794544 EMPLOYEE CONTRIBUTIONS 525100 4354299 4354299 39148843 1314090 1314090 96457329 96609063 -151734 -151734 -151734 40311199 39148843 0 1162356 32671065 93914 47757 48897 116579 148550 82466 9898 53 9870 ALLOCATED OVERHEAD 1272937 PPO NETWORK ACCESS FEES 710502 INSURANCE PREMIUMS 254822 OTHER ADMINISTRATIVE EX 204135 280624 35952069 0 0 4548508 3738166 1223453 1248200 30226 177648 225889 225889 0 0 59360332 66277106 275493 658440 65438012 72099560 1001578 1406625 1001578 1406625 X 0 0 0 0 64436434 70692935 64436434 70692935 65438012 72099560 4359130 1897371 0 X X 0 1 X 1 0 225889 225889 0 0 US GOVERNMENT SECURITIES 21742158 F CORPORATE DEBT INSTRUMENTS 24720431 F COMMON STOCKS 11746 F MONEY MARKET FUNDS 1184608 F COLLECTIVE TRUSTS 18618163 F 66277106 X 42091991 1897371 1897371 40194620 116579 116579 40311199 35835490 0 35835490 116579 116579 35952069 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. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MARCH 31, 2017 AND 2016, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013. X X 0 1 0 RICHARD MONARCA FUND DIRECTOR 72147 105446 0 0 0 0 7347 10653 13842 20070 93336 136169 0 0 PART I, LINE 4B RICHARD MONARCA - CONTRIBUTIONS TO NONQUALIFIED RABBI TRUST $18,000 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE GOVERNING BODY AT A BOARD MEETING BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C WHEN THE FUND IS CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT, A TRUSTEE OR THE FUND DIRECTOR OR HEALTH FUND ADMINISTRATOR OR ANY ADVISOR (SUCH AS COUNCEL, CONSULTANT, AUDITOR, OR INVESTMENT MANAGER) TO THE FUND WHO IS AWARE OF SUCH CONSIDERATION, MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE FUND'S BOARD OF TRUSTEES OR ITS DELEGATES, AT THE EARLITEST POSSIBLE OPPORTUNITY. THE MINUTES OF THE FUND'S BOARD OF TRUSTEES SHALL CONTAIN A COMPLETE RECORD OF ALL MATTERS INVOLVING ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A FIVE YEAR CONTRACT FOR THE FUND DIRECTOR WITH DEFINED ANNUAL INCREASES. THE BOARD OF TRUSTEES REVIEWS THE CONTRACT AT THE END OF THE TERM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON WRITTEN REQUEST, A COPY IS MAILED WITHIN 7-10 BUSINESS DAYS. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS MAY ALSO BE VIEWED AT THE FUND OFFICE BETWEEN 10:00 AM AND 4:00 PM MONDAY THROUGH FRIDAY. FORM 990 PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. CONNECTICUT CARPENTERS ANNUITY FUND 10 BROADWAY HAMDEN CT 06518 061308364 ANNUITY TRUST FUND CT 401(A), (501)A 0 CONNECTICUT CARPENTERS PENSION FUND 10 BROADWAY HAMDEN CT 06518 060738583 PROCESSING OF BENEFITS FOR CARPENTERS CT 401(A) 0 UBCJA JOB CORPS CONNECTICUT LABOR MGMT PROGRAM 750 DORCHESTER AVE SUTIE 3100 BOSTON MA 02125 222520206 MANAGE RELATIONSHIPS BETWEEN CARPENTERS LABOR AND MANAGEMENT MA 501(C)(5) 0 NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS 750 DORCHESTER AVE SUTIE 3100 BOSTON MA 02125 043322535 LABOR ORGANIZATION MA 501(C)(5) 0 CARPENTERS LOCAL 210 427 STILLSON ROAD FAIRFIELD CT 06824 060571112 LABOR ORGANIZATION CT 501(C)(5) 0 CARPENTERS LOCAL 43 885 WEATHERSFIELD AVENUE HARTFORD CT 06114 060571114 LABOR ORGANIZATION CT 501(C)(5) 0 CENTRAL & EASTERN CONNECTICUT CARPENTERS LOCAL 24 500 MAIN STREET YALESVILLE CT 06492 060914796 LABOR ORGANIZATION CT 501(C)(5) 0 EASTERN MILLWRIGHT REG COUNCIL 90 BRAINTREE STREET ALLSTON MA 02134 452440774 UNION ADMIN OF AREA LOCALS MA 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