2016-04-14T13:30:03-05:00 2015-06-30 611436956 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2014-07-01 042150983 PAINTERS DISTRICT COUNCIL NO 35 HEALTH BENEFITS FUND PAIN 6175241240 25 COLGATE ROAD ROSLINDALE MA 02131 JEFFREY P SULLIVAN TRUSTEE 6175241240 2016-04-12 1 LOUIS VERZELLA CPA P00360279 6106689400 2016-04-11 2014 2016-08-17 19:52:53Z WILLIAM MCDEVITT 25 COLGATE ROAD ROSLINDALE MA 02131 70543303 0 X N/A X 1970 MA TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35. 12 12 1 0 0 0 0 0 21745862 23818356 2578244 1872024 172163 8947 24496269 25699327 0 0 17478339 20299180 555097 622250 0 0 0 1658421 1756932 19691857 22678362 4804412 3020965 103376991 104565242 204495 239838 103172496 104325404 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE MEMBERS OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 35. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1342 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 1 0 X WILLIAM MCDEVITT 6175241240 25 COLGATE ROAD ROSLINDALE MA 02131 JEFFREY SULLIVAN TRUSTEE 2.00 40.00 X 0 168059 71626 PAUL CANNING TRUSTEE 2.00 40.00 X 0 149932 68239 JOSEPH GUARINO TRUSTEE 2.00 40.00 X 0 136476 67407 WILLIAM DOHERTY TRUSTEE (P) 2.00 40.00 X 0 80487 44396 CHARLES FOGELL TRUSTEE 2.00 40.00 X 0 154459 69712 JOSEPH ITRI TRUSTEE 2.00 40.00 X 0 147223 68745 THOMAS GUNNING TRUSTEE 2.00 X 0 0 0 MARK KENNEDY TRUSTEE 2.00 X 0 0 0 RICHARD MAURO TRUSTEE (P) 2.00 X 0 0 0 MATTHEW SOEP TRUSTEE 2.00 X 0 0 0 THOMAS STEEVES TRUSTEE 2.00 X 0 0 0 PETER TOWNSEND TRUSTEE 2.00 X 0 0 0 WILLIAM LEGRAND TRUSTEE 2.00 40.00 X 0 136934 67407 THOMAS STEEVES TRUSTEE 2.00 X 0 0 0 WILLIAM MCDEVITT FUND ADMINISTRATOR 25.00 15.00 X 90511 52703 71222 90511 1026273 528754 0 0 1 0 CARELINK INC 225 CHAPMAN STREET SUITE 301 PROVIDENCE RI 02905 BENEFITS ADMINISTRATION 617231 THE SEGAL COMPANY 116 HUNTINGTON AVENUE BOSTON MA 02116 ACTUARY 126680 DELTA DENTAL 465 MEDFORD STREET BOSTON MA 02129 CLAIMS PROCESSING 115571 3 EMPLOYER CONTRIBUTIONS 900099 23677234 23677234 PARTICIPANT CONTRIBUTIONS 900099 141122 141122 23818356 1625420 1625420 45090580 44843976 246604 246604 246604 OTHER INCOME 900099 8947 8947 8947 25699327 23818356 0 1880971 20299180 134895 267649 130165 61125 28416 60968 76952 121008 934978 250 106529 50818 29041 16643 2336 16810 FEES MANDATED BY ACA 211363 MASSACHUSETTS SURCHARGE 95577 ALLOCATED DEPRECIATION 24523 EMPLOYEE EXPENSES 9136 22678362 2316377 3974096 6732378 2738184 518 330 147086 141397 8025 5689 52253073 42256615 41936920 55460628 129700 129700 103376991 104565242 85897 142008 118598 97830 204495 239838 X 0 0 0 0 103172496 104325404 103172496 104325404 103376991 104565242 3020965 -1868057 0 X X 0 1 X 1 0 147086 141397 5689 5689 COMMON COLLECTIVE TRUSTS 47046504 F HOUSING INVESTMENT TRUST, AFL-CIO 5112130 F LIMITED PARTNERSHIP - VONTOBEL 3301994 F 55460628 AFFORDABLE CARE ACT REINSURANCE FEE 82830 DUE TO IUPAT DC 35 RETIREE PREMIUM REIMBURSEMENT PLAN 15000 97830 X 23701315 -1868057 -1868057 25569372 121008 8947 129955 25699327 22548407 0 22548407 121008 8947 129955 22678362 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. 0 0 0 JEFFREY SULLIVAN TRUSTEE 0 168059 0 0 0 0 0 55298 0 16328 0 239685 0 0 PAUL CANNING TRUSTEE 0 149932 0 0 0 0 0 52225 0 16014 0 218171 0 0 JOSEPH GUARINO TRUSTEE 0 136476 0 0 0 0 0 51079 0 16328 0 203883 0 0 CHARLES FOGELL TRUSTEE 0 154459 0 0 0 0 0 53384 0 16328 0 224171 0 0 JOSEPH ITRI TRUSTEE 0 147223 0 0 0 0 0 52417 0 16328 0 215968 0 0 WILLIAM LEGRAND TRUSTEE 0 136934 0 0 0 0 0 51079 0 16328 0 204341 0 0 WILLIAM MCDEVITT FUND ADMINISTRATOR 90511 52703 0 0 0 0 35059 19835 10319 6009 135889 78547 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A THE 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 11 THE 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 15B WITH APPROVAL OF BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 THE 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 2C THE 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. PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 PENSION FUND 25 COLGATE ROAD ROSLINDALE MA 02131 046043807 PENSION FUND MA 401(A)/501(A) 0 PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO 35 ANNUITY FUND 25 COLGATE ROAD ROSLINDALE MA 02131 222489316 PENSION FUND MA 401(A)/501(A) 0 PAINTERS AND ALLIED TRADES DISTRICT COUNCIL #35 25 COLGATE ROAD ROSLINDALE MA 02131 041699540 LABOR UNION MA 501(C)(5) 0 FINISHING TRADES INSTITUTE OF NEW ENGLAND 25 COLGATE ROAD ROSLINDALE MA 02131 046192794 TRAINING FUND MA 501(C)(3) 170(B)(1)(A)(II) 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0