CONNECTICUT CARPENTERS HEALTH FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CONNECTICUT CARPENTERS HEALTH FUND (EIN 23-7032832)
Tax period
2014-04-01 to 2015-03-31
Filed
2015-10-30
IRS object ID
201513039349300621
Schema version
2014v5.0
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)
Return2015-10-30T10:56:24-05:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 POWDER FOREST DRIVEAddressLine1Txt
CitySIMSBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06089ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237032832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONNECTICUT CARPENTERS HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONNBusinessNameControlTxt
Phone2032815511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 BROADWAYAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065182614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BUTTSPersonNm
Person TitleCO-CHAIRPersonTitleTxt
Phone2032815511PhoneNum
Signature2015-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD BUGGYPreparerPersonNm
PTINP00512316PTIN
Phone8606789200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGLENN MARSHALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 BROADWAYAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065182614ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$81,065,488GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.CTCARPENTERSFUNDS.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1969FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$31,223,990PYProgramServiceRevenueAmt
CY Program Service Revenue$34,561,301CYProgramServiceRevenueAmt
PY Investment Income$1,075,662PYInvestmentIncomeAmt
CY Investment Income$935,851CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$32,299,652PYTotalRevenueAmt
CY Total Revenue$35,497,152CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$29,351,692PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$32,213,147CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$93,661PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$106,084CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,943,750PYOtherExpensesAmt
CY Other Expenses$3,378,615CYOtherExpensesAmt
PY Total Expenses$32,389,103PYTotalExpensesAmt
CY Total Expenses$35,697,846CYTotalExpensesAmt
PY Revenues Less Expenses-$89,451PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$200,694CYRevenuesLessExpensesAmt
Total Assets BOY$52,554,530TotalAssetsBOYAmt
Total Assets EOY$54,032,304TotalAssetsEOYAmt
Total Liabilities BOY$1,331,999TotalLiabilitiesBOYAmt
Total Liabilities EOY$966,577TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$51,222,531NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,065,727NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMISCELLANEOUS HEALTHCARE AND WELFARE BENEFITS INCLUDING LIFE INSURANCE, ACCIDENTAL DEATH, MAJOR MEDICAL, DENTAL AND VISION (INCLUDES PREMIUM EXPENSES), AND PRESCRIPTION DRUG COVERAGE.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 Document410IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
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 Line1RICHARD S MONARCABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032815511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 BROADWAYAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06518ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOSEPH EPIFANO
TRUSTEE1.002.00Yes (X)$0$0$0
JOHN BUTTS
CO-CHAIR; TRUSTEE1.003.00Yes (X)$0$0$0Yes (X)
GLENN MARSHALL
CO-CHAIR; TRUSTEE1.002.00Yes (X)$0$0$0Yes (X)
JOHN CUNNINGHAM
TRUSTEE1.002.00Yes (X)$0$0$0
ANTHONY MINERVINI
TRUSTEE1.002.00Yes (X)$0$0$0
BRUCE LYDEM
TRUSTEE1.003.00Yes (X)$0$0$0
MARTIN ALVARENGA
TRUSTEE1.003.00Yes (X)$0$0$0
VINCENT GIORDANO
TRUSTEE1.002.00Yes (X)$0$0$0
RICHARD MONARCA
FUND DIRECTOR18.0022.00$80,219$86,915$49,328Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$80,219TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$86,915TotReportableCompRltdOrgAmt
Total Other Compensation$49,328TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM
370 BASSETT ROADNORTH HAVENCT06473CONTRACT ADMINISTRATION$636,475
SEGAL
333 WEST 34TH STREETNEW YORKNY100012402ACTUARIAL CONSULTING$143,050
TRIZETTO
6061 S WILLOW DRIVE SUITE 310DENVERCO80111COMPUTER CONSULTING$125,051
HINES & ASSOCIATES INC
115 EAST HIGHLAND AVENUEELGINIL60120MEDICAL CONSULTANT$116,042
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$30,379,653$30,379,653
EMPLOYEE CONTRIBUTIONS525100$4,181,648$4,181,648
FieldValueIRS element (for citing)
Total Program Service Revenue$34,561,301TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,324,471TotalRevenueColumnAmt
Exclusion$1,324,471ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,179,716SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$45,568,336SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$388,620SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$388,620TotalRevenueColumnAmt
Exclusion-$388,620ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,497,152TotalRevenueColumnAmt
Related Or Exempt Func Income$34,561,301RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$935,851ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$32,213,147TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$106,084TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$86,795TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,348TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$91,866TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$191,300TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$89,133TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,456TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$162TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,602TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ALLOCATED OVERHEAD EXPE$1,136,243
PPO NETWORK ACCESS FEES$697,757
TRANSITIONAL REINSURANC$338,877
INSURANCE PREMIUMS & CO$237,349

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$429,727TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$35,697,846TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,567,629BOYAmt
EOY$3,729,504EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,143,664BOYAmt
EOY$1,449,561EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$318,667BOYAmt
EOY$304,063EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$225,889LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$225,889LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$47,247,804BOYAmt
EOY$48,287,867EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$276,766BOYAmt
EOY$261,309EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,554,530BOYAmt
EOY$54,032,304EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,319,637BOYAmt
EOY$952,761EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,362BOYAmt
EOY$13,816EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,331,999BOYAmt
EOY$966,577EOYAmt
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$51,222,531BOYAmt
EOY$53,065,727EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$51,222,531BOYAmt
EOY$53,065,727EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,554,530BOYAmt
EOY$54,032,304EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$200,694ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,043,890NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$225,889OtherCostOrOtherBasisAmt
Depreciation$225,889DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
U.S. GOVERNMENT BONDS AND NOTES$11,405,640F
CORPORATE DEBT OBLIGATIONS$18,937,572F
CORPORATE STOCKS$12,318F
MONEY MARKET FUNDS AND SHORT TERM INVESTMENTS$2,322,476F
COMMON TRUST$15,609,861F
FieldValueIRS element (for citing)
Total Book Value Securities$48,287,867TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
Amt$13,816Amt
FieldValueIRS element (for citing)
Total Liability$13,816TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$37,449,176TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,043,890NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,043,890RevenueNotReportedAmt
Revenue Subtotal$35,405,286RevenueSubtotalAmt
Investment Expenses Not Incld$91,866InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$91,866RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,497,152TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$35,605,980TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$35,605,980ExpensesSubtotalAmt
Investment Expenses Not Incld2$91,866InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$91,866ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$35,697,846TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FUND ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, "INCOME TAXES" WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR FINANCIAL STATEMENTS. UNDER FASB ASC 740, THE FUND MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FUND DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDING MARCH 31, 2015 AND 2014. THEREFORE, FASB ASC 740 HAD NO IMPACT ON THE 2015 AND 2014 FINANCIAL STATEMENTS. THE FUND ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE FUND'S FINANCIAL STATEMENTS. THE FUND'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO INCOME TAXES AS A COMPONENT OF INTEREST AND PENALTY EXPENSE. AS OF AND FOR THE YEARS ENDED MARCH 31, 2015 AND 2014, THE FUND DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. THE FUND'S OPEN TAX YEARS AFTER 2012 ARE SUBJECT TO EXAMINATION BY THE IRS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRICHARD MONARCAPersonNm
TitleFUND DIRECTORTitleTxt
Base Compensation Filing Org$80,219BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$86,915CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$8,399DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$9,101DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$15,277NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$16,551NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$103,895TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$112,567TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationRICHARD MONARCA - CONTRIBUTION TO NONQUALIFIED RABBI TRUST $17,500ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A COPY OF FORM 990 IS DISTRIBUTED TO THE CO-CHAIRS OF THE FUND FOR REVIEW AND APPROVAL BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CWHEN THE FUND IS CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT, A TRUSTEE OR THE FUND DIRECTOR OR HEALTH FUND ADMINISTRATOR OR ANY ADVISOR (SUCH AS COUNSEL, 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 EARLIEST 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 15THERE 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 19THE 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 10:00AM AND 4:00PM MONDAY THROUGH FRIDAY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CONNECTICUT CARPENTERS ANNUITY FUND
10 BROADWAYHAMDENCT06518061308364ANNUITY TRUST FUNDCT401(A); 501(A)N/AN/A0
CONNECTICUT CARPENTERS PENSION FUND
10 BROADWAYHAMDENCT06518060738583PROCESSING OF BENEFITS FOR CARPENTERSCT401(A)N/AN/A0
UBCJA JOB CORPS CONNECTICUT LABOR MANGT PROG
750 DORCHESTER AVE SUITE 3100BOSTONMA02125222520206MANAGE RELATIONSHIPS BETWEEN CARPENTERS LABOR AND MANAGEMENTMA501(C)(5)N/AN/A0
NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS
750 DORCHESTER AVE UNIT 1BOSTONMA02125043322535LABOR ORGANIZATIONMA501(C)(5)N/AN/A0
CARPENTERS LOCAL 210
427 STILLSON ROADFAIRFIELDCT06824060571112LABOR ORGANIZATIONCT501(C)(5)N/AN/A0
CONNECTICUT CARPENTERS APPRENTICE AND TRAINING FUND
10 BROADWAYHAMDENCT06518237277981CARPENTRY TRAINING/TESTINGCT501(C)(5)N/AN/A0
CARPENTERS LOCAL 43
885 WEATHERSFIELD AVENUEHARTFORDCT06114060571114LABOR ORGANIZATIONCT501(C)(5)N/AN/A0
CENTRAL & EASTERN CONNECTICUT CARPENTERS LOCAL 24
500 MAIN STREETYALESVILLECT06492060914796LABOR ORGANIZATIONCT501(C)(5)N/AN/A0
EASTERN MILLWRIGHT REG COUNCIL
90 BRAINTREE STREETALLSTONMA02134452440774UNION ADMIN OF AREA LOCALSMA501(C)(5)N/AN/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (54 entries)

A VITTI EXCAVATORS LLC
ADVANCED SCAFFOLD SVCS LLC
ALL PANEL SYSTEMS LLC
ARCH MILLWORK INSTALLERS LLC
ASL CONTRACTING
ATACCON LLC
ATLANTIC DVNG WLDNG CO LLC
BBL CARLTON
BOWLINE CONSTRUCTION
CALI ENTERPRISES
CAMPUTARO LEASING LLC
CENTERPLAN CONST CO LLC
COLMAC CONSTRUCTION LLC
CONTE COMPANY LLC
CREATIVE CONSULT AND CONST
CREATIVE FURNITURE SOL LLC
DBATOMLINSONHAWLEYPATTERSON
DEDICATED INDUSTRIES LLC
DRYWALL TECHNIQUES LLC
EBENISTERIE BEAUBOIS LTEE
FATHOM SOLUTIONS LLC
FERRARO CUSTOM WOODWKG LLC
FOUR DAUGHTERS LLC
GEMS CARPENTRY LLC
GRANITE STATE SPEC LLC
IPC LYDON LLC
JF WHITEEMPIRE PAVING JV
JOE SGRO COMM FLRS LLC
KEY CONSTRUCTION SVCS LLC
MACEDOS CONSTRUCTION LLC
MAGNIFICENT CONCRETE
MANGANARO NORTHEAST LLC
MCM ACOUSTICS
MODERN WOODCRAFTS LLC
NEWTON CONCTRUCTION LLC
NJR CONSTRUCITON LLC
NK CONSTRUCTION LLC
O AND G TUTOR PERINI JV
ORION MANUFACTURING LLC
OWI CONTRACTORS LLC
RAC CONSTRUCTION
ROWE ENTERPRISE
SAFESPAN SCAFFOLDING LLC
SCHNABEL FOUNDATION CO
SO BRITAIN MILLWORK LLC
SYDNEY SCIENCES LLC
TECHNO ACOUSTICS HLDNGS LLC
TURBINE PROS LLC
TURNBRIDGE CONSTRUCTION LLC
UNITED FLOORING SOLUTION
URBAN CONTRACTORS OF CT LLC
WALLCO INSTALLATIONS LLC
WALSH PCL JV II
WHITEHAWK CONST SERVICE

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (217 entries)

AA DRYWALL AND ACOUSTICS INC
A AND A WINDOW PRODUCTS INC
A&M INSTALLATIONS
ACOUSTICS INC
ADAMS RUXTON CONST CO
ALGAR CONSTRUCTION CORP
ALL SAFE SCAFFOLD
ALUMINUM SERVICES INC
AOF INSTALLATIONS
APS LLC AKA UNITEDANCO SVCS
A-QUICK PICK CRANE
AR GREEN AND SON INC
ARBORIO CORPORATION
ARCHER CORPORATION
AUTOMATION SOLUTIONS INC
AV TUCHY INC
AYOTTE AND KING
BAIER CONSTRUCTION CO INC
BAMCO INC
BARBER FIRESTOP SYSTEMS INC
BARTLETT BRAINARD EACOTT
BEAUS SEATING CO
BERKEL AND COMPANY
BISMARK CONSTRUCTION CO INC
BLAKESLEE ARPAIA CHAPMAN
BOND BROTHERS INC
BRAND ENERGY SERVICES
BROWNSTONE CONSTRUCTION
C AND K WOODWORKING
CAPITAL CARPET AND FLOORING
CARDI CORP
CARLIN CONTRACTING CO INC
CARVALHO MCDOWELL CONST INC
CAVANAUGH WALL SOL INC
CCB INC
CECO CONCRETE CONSTRUCTION
CENTRAL CONN ACOUSTICS INC
CENTURY DRYWALL INC
CGM ACOUSTICS
CH NICKERSON & CO
CHARTER OAK UTILITY CONST
CJ FUCCI INC
COLONIAL SYSTEMS INC
COLONIAL WOODWORKING INC
COMMUNITY RENEWAL TEAM INC
CONN ACOUSTICS
CONN CONCRETE CONSTRUCTION
CONSIGLI CONSTRUCTION CO INC
CR CONCRETE
CR MEYER AND SONS CO
CRAWFORD DOOR
CRF INC INTERIOR SYSTEMS
D AND J CONCRETE CORP
DANIEL OCONNELLS SONS INC
DAVE OSBORNE CONST CONT INC
DAY AND ZIMMERMAN NPS
DELUCA CONSTRUCTION CO
DGC CAPITAL CON CORP
DIMEO CONST CO
DRAPERIES INC
DRYWALL ASSOCIATES INC
DURR MECHANICAL CONST INC
EAST COAST INTERIORS CORP
EH HINDS INC
ELITE INTERIOR SYSTEMS INC
EMIDIO WOODWORKING INC
EPIFANO BUILDERS INC
ET L CONSTRUCTION CORP
EUROTECH CONST CORP
EXECUTIVE DRYWALL INC
FEDERAL CONCRETE INC
FIRESTOP SILUTIONS
FLOORING SOLUTIONS
FRANK DOWNES CONST CO
G SCHNIP CO
GENNARINI CONSTRUCTION CO
GIANFIA CORP
GILBANE BUILDING CO
GIORDANO CONST CO INC
GLEESON POWERS
GLOBAL FF&E INC
GMAC CONTRACTING
GRANGER CONTRACTING
H CARR SONS INC
HARRIS ENVIRONMENTAL SYS
HAS CONSTRUCTION SVCS INC
HAYWARD BAKER INC
HEMLOCK HEAVY AND HIGHWAY CO
HENRY & GERETY
HI TECH DATA FLOORS
HK S CONSTR HOLING CORP
HOBBS INCORPORATED
IDA INSTALLATIONS INC
INTERIOR INSTALLATION SVCS
J AND P CONSTRUCTION CORP
J FONTANA CONTRACTING INC
J IAPALUCCIO INC
JB WELDING
JD ACOUSTICS
JD RIVET AND CO INC
JJ CURRAN AND SON INC
JJG CONTRACTING INC
JL MARSHALL SONS INC
JOHN HAMMOND AND SON
JOHN L SIMPSON CO
JOHN MORIARTY AND ASSOC
JOHN STRAFACH AND SONS INC
JOSEPH COHN&SON TILE&TERRAZZ
JTR ASSOCIATES INC
JUDLAU CONTRACTING INC
KANE CONTRACTING INC
KD HALL ASSOC INC
KENVO FLOOR CO INC
LABS UNDERWAY INC
LEGERE WOODWORKING CO INC
LEJO CONSTRUCTION CORP
LIBERTY CONST SERVICES
LIBERTY INSTALL SVCS
LONGDEN COMPANY INC
LOUREIRO CONTRACTORS INC
M FRANK HIGGINS AND CO
MAM INC
MANAFORT BROTHERS INC
MARGUERITE CONCRETE CONTR
MARON CONST CO INC
MARR SCAFFOLDING CO
MARS ARCHITECTURAL MILLWORK
MASSEYS PLATE GLASS AND ALUM
MCI INTERIORS INC
MERRITT CONTRACTORS INC
MID ATLANTIC INSTALLATION
MIDHATTAN WOODWORKING CORP
MJ LANDRY INC
MODULAR MAN INSTALL INC
NAC INDUSTRIES INC
NATGUN CORP
NATIONAL ACOUSTICS
NATIONWIDE INSTALL SERVICES
NE FOUNDATION CO INC
NEW ENGLAND INT SPECIALTIES
NEWTECH INSTALLATION USA INC
NOBLE CONSTR MANAGEMENT
NOR EASTER
NORTHEAST INTERIOR SYSTEMS
NORTHEAST REMSCO CONSTR INC
NORTHEAST WATER MAINT & SVC
NORTHERN GENERAL CONRACTORS
NORWALK MARINE CONTRACTORS
NT OLIVA INC
NURMINEN CONST CORP
NUTMEG ARCHITECTURAL WOODWK
NUTMEG INTERIORS INC
O & G INDUSTRIES INC
OCONNOR CORP
OFFSHORE CONSTRUCTION INC
ORION INTERIORS INC
PALA CONSTRUCTION COMPANY
PARTITIONS INC
PAVILION FLOORS INC
PENLYN CONSTRUCTION
PENN EQUIPTMENT TOOL CORP
PERFORMANCE CONTRACTING INC
PERMASTEELISA N AMERICA CORP
PJ S CONSTRUCTION CO INC
PRELOAD CO INC
PROF DRYWALL CONST INC
PRP SERVICES INC
RB CERAMIC TILE FLR CVR INC
RBA CONSTRUCTION
RDA CONSTRUCTION CORP
RIGGS CONTRACTING INC
RJB CONTRACTING INC
ROTHA CONTRACTING CO INC
SAFWAY STEEL PRODUCTS
SANTOS FOUNDATION
SAVE ON WALL COMPANY
SCIULLO CONTRUCTION CORP
SG MILAZZO CO
SIEMENS GENERATION SVCS CO
SILCARR CORPORATION
SKANSKA USA BUILDING
SLOAN AND COMPANY INC
SOUTHGROUP INSTALLATIONS
SPECIALTY DIVING SERVICES
SPECIALTY INSTALLATIONS SVC
SPECIALTY INSULATION GROUP
SPECTRUM FLOORS INC
SS ASSOCIATES
STANDARD BUILDERS INC
STRATEGIC OFFICE SERVICE INC
STRUCTURAL SERVICES
SWEENEY CONST SPECIALTIES
T ARDUINI CO INC
THE BRUNALLI CONSTRUCTION CO
THE FUSCO CORPORATION
THE SCHAEFER GROUP
THERMAL FIREPROOF ACOUS CO
TOTAL MECH SERVICE CORP
TOTAL OFFICE PLANNING SER
TOTAL WALL SYSTEMS
TP BUILDERS INC
TRI STAR BUILDING CORP
ULTIMATE CONCRETE CORP
UNION FLOORING INSTALLATIONS
UNISTRUT INTERNATIONAL CORP
VER TEX CONST SPECIALTIES
VILLA CONSTRUCTION INC
WATERBURY FOUNDATION INC
WATERBURY MASON FOUND INC
WELLINGTON SALES AND INST CO
WENGER TRAFFIC CORPORATION
WILLIAM B MEYER INC
WOOD PRO INSTALLER INC
WOODS CONSTRUCTION CO
WW CONSTRUCTION INC
YORKE CONSTRUCTION CORP
ZENITH LABORNET INC
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CERTAIN ADMINISTRATIVE SERVICES ARE PERFORMED BY THE CONNECTICUT
N$1,242,327ACTUAL COST
CARPENTERS PENSION FUND FOR WHICH THE ORGANIZATION PROVIDES
O
REIMBURSEMENT THIS ARRANGEMENT INCLUDES SHARING OF FACILITIES
P
AND EMPLOYEES

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.