TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN (EIN 06-0683663)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-09
IRS object ID
201610409349301261
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-02-09T13:33:53-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061298465PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SM ESPOSITO & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13013 DIXWELL AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06518ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060683663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 559 HEALTH SERVICE AND INSURANCE PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone8602893409PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 CHAPEL ROAD UNIT 2-AAddressLine1Txt
CitySOUTH WINDSORCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06074ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LUPACCHINOPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone8602893409PhoneNum
Signature2016-02-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANA HARVEY CPAPreparerPersonNm
PTINP01452206PTIN
Phone2033877771PhoneNum
Preparation2016-02-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN LUPACCHINOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 CHAPEL ROAD UNIT 2-AAddressLine1Txt
CitySOUTH WINDSORCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06074ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,505,267GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1958FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionSELF-INSURED HEALTH BENEFIT PLANActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$6,476,635PYProgramServiceRevenueAmt
CY Program Service Revenue$6,488,139CYProgramServiceRevenueAmt
PY Investment Income$1,203,270PYInvestmentIncomeAmt
CY Investment Income$1,535,463CYInvestmentIncomeAmt
PY Other Revenue$437PYOtherRevenueAmt
CY Other Revenue$3,365CYOtherRevenueAmt
PY Total Revenue$7,680,342PYTotalRevenueAmt
CY Total Revenue$8,026,967CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$6,056,821PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$5,614,305CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$266,115PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$287,883CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$436,083PYOtherExpensesAmt
CY Other Expenses$438,783CYOtherExpensesAmt
PY Total Expenses$6,759,019PYTotalExpensesAmt
CY Total Expenses$6,340,971CYTotalExpensesAmt
PY Revenues Less Expenses$921,323PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,685,996CYRevenuesLessExpensesAmt
Total Assets BOY$23,170,849TotalAssetsBOYAmt
Total Assets EOY$23,676,697TotalAssetsEOYAmt
Total Liabilities BOY$1,294,108TotalLiabilitiesBOYAmt
Total Liabilities EOY$839,677TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,876,741NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,837,020NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE SELF INSURED HEALTH BENEFITS TO MEMBERS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT NEGOTIATED BY THE TEAMSTER LOCAL 559 UNION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDES INSURED AND SELF-INSURED MEDICAL, DEATH AND LIFEINSURANCE BENEFITS TO 1,168 MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN LUPACCHINOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8602893409PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 CHAPEL ROAD UNIT 2-AAddressLine1Txt
CitySOUTH WINDSORCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06074ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN LUPACCHINO
UNION TRUSTEE4.0060.00Yes (X)$0$100,036$37,074
DANIEL DURSO
UNION TRUSTEE4.004.00Yes (X)$1,378$400$0
CRAIG TIMPSON
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
DONALD SHUBERT
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,378TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$100,436TotReportableCompRltdOrgAmt
Total Other Compensation$37,074TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEYBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11300 FRANKLIN AVEAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT CONSULTINGServicesDesc
Compensation$142,410CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$6,241,894$6,241,894
SPECIAL RETIREE CONTRIBUTIONS900099$163,641$163,641
PAYROLL AUDIT CONTRIBUTIONS900099$33,857$33,857
AFFILIATED RENTAL INCOME900099$28,472$28,472
COBRA CONTRIBUTIONS900099$20,275$20,275
FieldValueIRS element (for citing)
Total Program Service Revenue$6,488,139TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$473,572TotalRevenueColumnAmt
Exclusion$473,572ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,540,191SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,478,300SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,061,891SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,061,891TotalRevenueColumnAmt
Exclusion$1,061,891ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Business900099BusinessCd
Total Revenue Column$3,365TotalRevenueColumnAmt
Related Or Exempt Func Income$3,365RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,365OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,026,967TotalRevenueColumnAmt
Related Or Exempt Func Income$6,491,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,535,463ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$5,614,305TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$153,966TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$58,970TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$60,340TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,607TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$206,240TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,921TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$142,410TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$800TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,496TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,845TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,372TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,541TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,158TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,340,971TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$457,055BOYAmt
EOY$237,621EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$916,120BOYAmt
EOY$1,165,142EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$599,534BOYAmt
EOY$578,452EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,042BOYAmt
EOY$1,942EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$372,697LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$354,748LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,490BOYAmt
EOY$17,949EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$21,058,345BOYAmt
EOY$21,478,824EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$118,263BOYAmt
EOY$196,767EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,170,849BOYAmt
EOY$23,676,697EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,304BOYAmt
EOY$30,699EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,273,804BOYAmt
EOY$808,978EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,294,108BOYAmt
EOY$839,677EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$21,876,741BOYAmt
EOY$22,837,020EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,876,741BOYAmt
EOY$22,837,020EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,170,849BOYAmt
EOY$23,676,697EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,685,996ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$725,717NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$333,804OtherCostOrOtherBasisAmt
Depreciation$315,855DepreciationAmt
Book Value$17,949BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,893OtherCostOrOtherBasisAmt
Depreciation$38,893DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,949TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
HEALTH CLAIMS PAYABLE; INCURRED BUT NOT REPORTED$643,700
ACCUMULATED ELIGIBILITY CREDITS$112,000
RETIREE PAYABLE$53,278
FieldValueIRS element (for citing)
Total Liability$808,978TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,158,840TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$725,717NetUnrealizedGainsInvstAmt
Revenue Not Reported-$725,717RevenueNotReportedAmt
Revenue Subtotal$7,884,557RevenueSubtotalAmt
Investment Expenses Not Incld$142,410InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$142,410RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,026,967TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,258,856TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,258,856ExpensesSubtotalAmt
Investment Expenses Not Incld2$142,410InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$60,295OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$82,115ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,340,971TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES THAT THE INCOME TAX RETURNS FOR YEARS ENDED JUNE 30, 2011 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS.
FORM 990, SCH D, PART XII, LINE 2DCHANGE IN BENFIT OBLIGATIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19THE HEALTH SERVICE & INSURANCE PLAN DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS.
FORM 990, PART X11, LINE 2COVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY. THE TRUSTEE'S ASSUME RESPONBILBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
IBT LOCAL UNION 559
400 CHAPEL ROAD UNIT 2-ASOUTH WINDSORCT06074060251543REPRESENTATION OF UNION MEMBERSCT501C-5N/A0
TRI STATE JOINT FUND
25 RESEARCH DRIVEMILFORDCT064600608501103RD PARTY ADMINISTRATOR FOR AFFILIATED ENTITIESCT501C-9N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ARBORIO CORP
231 SHUNPIKE ROADCROMWELLCT06416CTC0
COSTELLO INDUSTRIES INC
123 COSTELLO INDUSTRIES INCNEWINGTONCT06111CTC0
HARTFORD PROVISION COMPANY
625 NUTMEG ROAD NORTHSOUTH WINDSORCT06074CTC0
KELLOGG COMPANY
67 W MICHIGANBATTLE CREEKMI49016MIC0
KESSLER CONSTRUCTION INC
244 PROSPECT AVEHARTFORDCT06106CTC0
M&P PIPE JACKING CORP
173 PANE ROADNEWINGTONCT06111CTC0
BARNHART NO EAST
2163 AIRWAYS BLVDMEMPHISTN38114TNC0
MATHER CORPORATON
21 W DUDLEY TOWN RDBLOOMFIELDCT06002CTC0
TILCON CT INC
301 HARTFORD AVENUENEWINGTONCT06131CTC0
CHARTER OAK UTILITY CONST INC
231 SHUNPIKE ROADCROMWELLCT06416CTC0
DEL-VA CORPORATION
PO BOX 59PLAINVILLECT06062CTC0
PGW AUTO GLASS
30 ISABELLA STREETPITTSBURGHPA15212PAC0
TLC OIL COMPANY
64 OAKLAND AVENUEEAST HARTFORDCT06108CTC0
GALASSO MATERIALS
PO BOX 1776EAST GRANBYCT06026CTC0
O&G INDUSTRIES INC
112 WALL STREETTORRINGTONCT06790CTC0
ADF INDUSTRIES
2718 BERLIN TURNPIKEBERLINCT06037CTC0
CENTRAL CT CO-OP
10 APEL PLACEMANCHESTERCT06040CTC0
TOWN OF EAST HARTFORD
740 MAIN STREETEAST HARTFORDCT06108CTC0
WATERS CONSTRUCTION COMPANY
300 BOSTWICK AVENUEBRIDGEPORTCT06605CTC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TRISTATE JOINT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$206,240InvolvedAmt

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