FURP.ORG / PUBLIC DATA EXPLORER

PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PAINTERS DISTRICT COUNCIL 35 HEALTH BENEFITS FUND (EIN 04-2150983)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-04-14
IRS object ID
201611059349300636
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)
Return2016-04-14T13:30:03-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042150983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAINTERS DISTRICT COUNCIL NO 35BusinessNameLine1Txt
Business Name Line2HEALTH BENEFITS FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAINBusinessNameControlTxt
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY P SULLIVANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175241240PhoneNum
Signature2016-04-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2016-04-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM MCDEVITTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$70,543,303GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$21,745,862PYProgramServiceRevenueAmt
CY Program Service Revenue$23,818,356CYProgramServiceRevenueAmt
PY Investment Income$2,578,244PYInvestmentIncomeAmt
CY Investment Income$1,872,024CYInvestmentIncomeAmt
PY Other Revenue$172,163PYOtherRevenueAmt
CY Other Revenue$8,947CYOtherRevenueAmt
PY Total Revenue$24,496,269PYTotalRevenueAmt
CY Total Revenue$25,699,327CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$17,478,339PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$20,299,180CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$555,097PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$622,250CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,658,421PYOtherExpensesAmt
CY Other Expenses$1,756,932CYOtherExpensesAmt
PY Total Expenses$19,691,857PYTotalExpensesAmt
CY Total Expenses$22,678,362CYTotalExpensesAmt
PY Revenues Less Expenses$4,804,412PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,020,965CYRevenuesLessExpensesAmt
Total Assets BOY$103,376,991TotalAssetsBOYAmt
Total Assets EOY$104,565,242TotalAssetsEOYAmt
Total Liabilities BOY$204,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$239,838TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$103,172,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$104,325,404NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35.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 SecYes (1)ReportInvestmentsOtherSecInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Document1342IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM MCDEVITTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175241240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 COLGATE ROADAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFFREY SULLIVAN
TRUSTEE2.0040.00Yes (X)$0$168,059$71,626
PAUL CANNING
TRUSTEE2.0040.00Yes (X)$0$149,932$68,239
JOSEPH GUARINO
TRUSTEE2.0040.00Yes (X)$0$136,476$67,407
WILLIAM DOHERTY
TRUSTEE (P)2.0040.00Yes (X)$0$80,487$44,396
CHARLES FOGELL
TRUSTEE2.0040.00Yes (X)$0$154,459$69,712
JOSEPH ITRI
TRUSTEE2.0040.00Yes (X)$0$147,223$68,745
THOMAS GUNNING
TRUSTEE2.00Yes (X)$0$0$0
MARK KENNEDY
TRUSTEE2.00Yes (X)$0$0$0
RICHARD MAURO
TRUSTEE (P)2.00Yes (X)$0$0$0
MATTHEW SOEP
TRUSTEE2.00Yes (X)$0$0$0
THOMAS STEEVES
TRUSTEE2.00Yes (X)$0$0$0
PETER TOWNSEND
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM LEGRAND
TRUSTEE2.0040.00Yes (X)$0$136,934$67,407
THOMAS STEEVES
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM MCDEVITT
FUND ADMINISTRATOR25.0015.00$90,511$52,703$71,222Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$90,511TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,026,273TotReportableCompRltdOrgAmt
Total Other Compensation$528,754TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CARELINK INC
225 CHAPMAN STREET SUITE 301PROVIDENCERI02905BENEFITS ADMINISTRATION$617,231
THE SEGAL COMPANY
116 HUNTINGTON AVENUEBOSTONMA02116ACTUARY$126,680
DELTA DENTAL
465 MEDFORD STREETBOSTONMA02129CLAIMS PROCESSING$115,571
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$23,677,234$23,677,234
PARTICIPANT CONTRIBUTIONS900099$141,122$141,122
FieldValueIRS element (for citing)
Total Program Service Revenue$23,818,356TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,625,420TotalRevenueColumnAmt
Exclusion$1,625,420ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,090,580SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$44,843,976SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$246,604SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$246,604TotalRevenueColumnAmt
Exclusion$246,604ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$8,947TotalRevenueColumnAmt
Exclusion$8,947ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,947OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,699,327TotalRevenueColumnAmt
Related Or Exempt Func Income$23,818,356RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,880,971ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$20,299,180TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$134,895TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$267,649TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$130,165TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$61,125TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,416TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$60,968TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$76,952TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$121,008TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$934,978TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$250TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$106,529TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$50,818TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$29,041TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,643TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,336TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,810TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
FEES MANDATED BY ACA$211,363
MASSACHUSETTS SURCHARGE$95,577
ALLOCATED DEPRECIATION$24,523
EMPLOYEE EXPENSES$9,136

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,678,362TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,316,377BOYAmt
EOY$3,974,096EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,732,378BOYAmt
EOY$2,738,184EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$518BOYAmt
EOY$330EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$147,086LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$141,397LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,025BOYAmt
EOY$5,689EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$52,253,073BOYAmt
EOY$42,256,615EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$41,936,920BOYAmt
EOY$55,460,628EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$129,700BOYAmt
EOY$129,700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$103,376,991BOYAmt
EOY$104,565,242EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$85,897BOYAmt
EOY$142,008EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$118,598BOYAmt
EOY$97,830EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$204,495BOYAmt
EOY$239,838EOYAmt
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$103,172,496BOYAmt
EOY$104,325,404EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,172,496BOYAmt
EOY$104,325,404EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,376,991BOYAmt
EOY$104,565,242EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,020,965ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,868,057NetUnrlzdGainsLossesInvstAmt
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,086OtherCostOrOtherBasisAmt
Depreciation$141,397DepreciationAmt
Book Value$5,689BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,689TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON COLLECTIVE TRUSTS$47,046,504F
HOUSING INVESTMENT TRUST, AFL-CIO$5,112,130F
LIMITED PARTNERSHIP - VONTOBEL$3,301,994F
FieldValueIRS element (for citing)
Total Book Value Securities$55,460,628TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AFFORDABLE CARE ACT REINSURANCE FEE$82,830
DUE TO IUPAT DC 35 RETIREE PREMIUM REIMBURSEMENT PLAN$15,000
FieldValueIRS element (for citing)
Total Liability$97,830TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$23,701,315TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,868,057NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,868,057RevenueNotReportedAmt
Revenue Subtotal$25,569,372RevenueSubtotalAmt
Investment Expenses Not Incld$121,008InvestmentExpensesNotIncldAmt
Other Revenues Not Included$8,947OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$129,955RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$25,699,327TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,548,407TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,548,407ExpensesSubtotalAmt
Investment Expenses Not Incld2$121,008InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$8,947OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$129,955ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,678,362TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
PART XI, LINE 4B - OTHER ADJUSTMENTS:OTHER INCOME 8,947.
PART XII, LINE 4B - OTHER ADJUSTMENTS:OTHER INCOME 8,947.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY SULLIVAN
TRUSTEE$0$168,059$0$0$0$0$0$55,298$0$16,328$0$239,685$0$0
PAUL CANNING
TRUSTEE$0$149,932$0$0$0$0$0$52,225$0$16,014$0$218,171$0$0
JOSEPH GUARINO
TRUSTEE$0$136,476$0$0$0$0$0$51,079$0$16,328$0$203,883$0$0
CHARLES FOGELL
TRUSTEE$0$154,459$0$0$0$0$0$53,384$0$16,328$0$224,171$0$0
JOSEPH ITRI
TRUSTEE$0$147,223$0$0$0$0$0$52,417$0$16,328$0$215,968$0$0
WILLIAM LEGRAND
TRUSTEE$0$136,934$0$0$0$0$0$51,079$0$16,328$0$204,341$0$0
WILLIAM MCDEVITT
FUND ADMINISTRATOR$90,511$52,703$0$0$0$0$35,059$19,835$10,319$6,009$135,889$78,547$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND HAS MEMBERS. MEMBERSHIP TO THE ORGANIZATION IS DESCRIBED IN ITS CONSTITUTION WHICH IS AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION A, LINE 7ATHE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND MEMBERS ELECT THE SECRETARY TREASURER WHO THEN APPOINTS THE EMPLOYEE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE ADMINISTRATOR FOR REVEIW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 15BWITH APPROVAL OF BOARD OF DIRECTORS
FORM 990, PART VI, SECTION C, LINE 19THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35 HEALTH BENEFITS FUND'S GOVERNING BODY IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTING THE INDEPENDENT ACCOUNTANT WHO CONDUCTS THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 PENSION FUND
25 COLGATE ROADROSLINDALEMA02131046043807PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 ANNUITY FUND
25 COLGATE ROADROSLINDALEMA02131222489316PENSION FUNDMA401(A)/501(A)0
PAINTERS AND ALLIED TRADES DISTRICT COUNCIL #35
25 COLGATE ROADROSLINDALEMA02131041699540LABOR UNIONMA501(C)(5)0
FINISHING TRADES INSTITUTE OF NEW ENGLAND
25 COLGATE ROADROSLINDALEMA02131046192794TRAINING FUNDMA501(C)(3)0170(B)(1)(A)(II)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (170 entries)

3R PAINTING AND CONT
A & A WINDOW
ACK PAINTING LLC
AAA SIGNAGE
ABSOLUTE FINISHING S
ACE AUTO & PLATE GLA
ADVANCED PAINTING SY
AHERN PAINTING CONTR
ALL METRO GLASS INC
ALL NEW GLASS INC
ALL SET SERVICES LLC
ALLIANCE GLASS CO
ALLIED PAINTING INC
ALUMINUM & GLASS CON
AMSTAR OF WESTERN NE
ANGELINI PLASTERING
ASSA ABLOY ENTRANCE
ASSURED GLASS & ALUM
ATLAS PAINTING AND S
ATSALIS BROS PAINTIN
AUSTIN HOULIHAN PAIN
BACK BAY SIGN COMPAN
BELIEVERS DRYWALL IN
BELLO PAINTING CO
BEST PAINT CORP
BLAST ALL INC
BLASTECH ENTERPRISES
BOSTON BUILDERS INC
BOSTON HOUSING AUTHO
BOSTON INSTALL INC
BOSTON PAINT COMPANY
BOUCHARD PAINTING CO
BRIAN T MALONE COMP
CANNING DECORATORS L
CANNON SLINE LLC
CAPEWAY INTERIORS I
CARDINAL WINDOW SYST
CENTURY DRYWALL INC
CHANDLER ARCHITECURA
CHERRY HILL GLASS CO
CHEVIOT CORP
COASTAL GLASS & ALUM
COLONIAL SYSTEMS INC
COLONY DRYWALL INC
COMMUNITY LABOR UNIT
CONAN FINISHES LLC
CONN ACOUSTICS INC
CONNECTICUT DRYWALL
CREATIVE SIGNS INC
CUSTOM DRYWALL
CUSTOM GLASS & ALUMI
CYPRESS CONSTRUCTION
D&W CONSTRUCTION LLC
DAVID F EGAN & CO
DAY & ZIMMERMAN NPS
DEANGELIS IRON WORKS
DEMERS PLATE GLASS C
EMC PAINTING INC
EMR DRYWALL INC
EAGLE INDUSTRIAL PAI
EAST COAST DRYWALL
EAST COAST OFFICE IN
ENCLOS CORP
EVERGREENE PAINTING
FAZIO CONSTRUCTION C
FCS GROUP
FERGUSON NEUDORF GLA
FIRST CHOICE FINISHE
FIRST UNION PROMO LL
FORMAN FORD
FT PAINTING CORP
GAMMA INSTALLATIONS
GENERAL GLASS & MIRR
GLOBE NEWSPAPER COMP
H CARR & SONS INC
HERCULES PAINTING CO
HUB GLASS CO
ILAMA CONSTRUCTIONS
INTERSTATE OFFICE PA
INT'L MNGMT FINISHIN
IPSWICH BAY GLASS CO
ISLAND PAINTING INC
J&K DRYWALL INC
JACKSON GLASS INC
JK GLASS
JOHN CANNING & CO
JOHN M KENNEDY COMP
JOHN W EGAN CO IN
JW DRYWALL INC
K & G ENTRANCES
K & J INTERIORS INC
KELTIC PAINTING LLC
KIVA SYSTEMS INC
LAMAR ADVERTISING CO
L'ATTITUDE
LIBERTY CONSTRUCTION
LIBERTY MAINTENANCE
LIBERTY-ALPHA III JV
LIBERTY-ALPHA JV
LM HEAVY CIVIL CONST
M&J PAINTING CO
ML MCDONALD COMPAN
MACKENZIE SERVICE CO
MASS ACOUSTICS INC
MASSACHUSETTS BUILDI
MASSEY'S GLASS & ALU
MCADAM PAINTING CO
MCCARTNEY INTERIORS
METRO GLASS AND META
MICHAEL LAHART PAINT
MIDDLESEX INTERIORS
MODERN GLASS & ALUMI
MODERN PROTECTIVE CO
MORRIS PAINTING INC
NE SANDBLASTING & PT
NEON WILLIAMS
NORTH AMERICAN GLAZI
NORTHSTAR INDUSTRIES
OASIS SHOWER DOORS
O'CONNELL BUILDERS
ODYSSEY CONTRACTING
OKERAD SIGNS
OLYMPIC BUILDING & R
ONE CALL FACILITY SE
PACIFIC DRYWALL INC
PAINT SYSTEMS OF NE
PAYNE CONTRACTING CO
PAYNE PAINTING COSA
PCI INTERNATIONAL IN
PERMASTEELISA CLADDI
PORCELAIN PATCH & GL
PRIME COATINGS INC
PRO TAPE SPECIALTIES
PRUDENTIAL DOOR & WI
QUINCY HOUSING AUTHO
RETAIL STOREFRONT GR
SALEM GLASS CO INC
SAMSON ENTERPRISES
SAVE-ON-WALL CO IN
SEELE LP
SENICES ENTRPRSSAVE
SENISES ENTERPRISES
SENSIBLE DRYWALL SOL
SENTRY PAINTING INC
SIGN ERECTION & MAIN
SKYLIGHT CONSULTANTS
SKYLINE DRYWALL INC
SOEP PAINTING CORPOR
SOUSA & CO PROFESSIO
SOUTH COAST GLASS IN
SPECIALIZED RENOVATI
SPRINGFIELD ADVERTIS
STONE & WEBSTER CONS
STUART DEAN CO INC
SUNRISE ERECTORS IN
SWANSON & YOUNGDALE
SWEENEY CONSTRUCTION
SWEENEY DRYWALL FINI
TAVARES LLC
THE AULSON CO INC
TOTAL GLAZING SYSTEM
TOWER GLASS CO
TRI-STATE CONSTRUCTI
TRISTATE PAINTING I
TRUE LIGHT SYSTEMS
US DRYWALL INC
UNION INSTALLATIONS
UNITY CONSTRUCTION I
VIMAS PAINTING CO IN
ZAPATA CONSTRUCTION
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 Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd