2014-08-25T15:56:56-05:00 2013-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET STE 140 NORTH ANDOVER MA 01845 990 2013-01-01 042219623 TEAMSTERS LOCAL 170 HEALTH AND WELFARE FUND TEAM 5087913416 330 SOUTHWEST CUTOFF WORCESTER MA 01607 MICHAEL HOGAN TRUSTEE 5087913416 2014-08-13 1 JEANNIE MICKEL P01058630 9789751099 2013 2015-11-30 17:44:51Z MICHAEL HOGAN 330 SOUTHWEST CUSTOFF WORCESTER MA 01607 55835914 0 X N/A X H&W FUND 1954 MA TO PROVIDE MEDICAL, DENTAL, VISION, LIFE, ACCIDENT & SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS 6 6 7 0 0 0 0 0 24496323 25156401 904448 1629612 226162 214853 25626933 27000866 0 0 24058893 23135249 425747 486655 0 0 0 1014361 1139825 25499001 24761729 127932 2239137 33244996 34517649 7434453 6569532 25810543 27948117 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE, ACCIDENT & SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS 0 0 PROVIDE WELFARE BENEFITS TO EMPLOYEES UNDER COLLECTIVE BARGAINING AGREEMENT 0 0 0 0 0 0 0 0 0 1 0 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 11 0 1 7 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 1 0 X MR MICHAEL HOGAN CO-CHAIRMAN 5087913416 330 SOUTHWEST CUTOFF WORCESTER MA 01607 MICHAEL P HOGAN TRUSTEE/CO-CHAIR 10.00 X 0 0 0 CHARLES H AUBUCHON TRUSTEE/CO-CHAIR 10.00 X 0 0 0 LINDA L VARNEY TRUSTEE 10.00 X 0 0 0 JAMES R PETERS TRUSTEE 10.00 X 0 0 0 JAMES R FIORI TRUSTEE 10.00 X 0 0 0 WILLIAM F HOFF TRUSTEE 10.00 X 0 0 0 RAYMOND REED EMPLOYEE 40.00 X 142692 0 19337 142692 0 19337 1 0 1 0 BLUE CROSS BLUE SHIELD 25 TECHNOLOGY PLACE HINGHAM MA 02043 CLAIMS ADMIN 900400 MANZI & ASSOCIATES 855 TURNPIKE STREET NORTH ANDOVER MA 01845 PROFESSIONAL FEES 164801 2 EMPLOYER CONTRIBUTIONS 900099 23931492 23931492 EMPLOYEE CONTRIBUTIONS 900099 1224909 1224909 25156401 771678 771678 195226 0 195226 195226 195226 29692982 28835048 857934 857934 857934 OTHER INCOME 900099 19627 19627 19627 27000866 26229188 0 771678 23135249 357857 102891 25907 164801 99398 115834 119899 333200 30783 258232 17678 24761729 2392991 2435500 1457873 9364518 1886220 1984902 40575 30579 7311980 3092567 4477645 4219413 22807468 16327654 182224 155083 33244996 34517649 128522 109801 7305931 6459731 7434453 6569532 X 0 0 0 0 25810543 27948117 25810543 27948117 33244996 34517649 2239137 -101563 0 X X 0 1 X 0 0 534151 534151 5875600 2296824 3578776 427055 356198 70857 45584 45069 515 429590 394476 35114 4219413 EST. INCURRED BUT UNREPORTED CLAIMS 6449768 CONTRACTOR DEPOSITS 9963 6459731 X 26799905 -101563 -101563 26901468 99398 99398 27000866 25506742 0 25506742 99398 -844410 -745012 24761730 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFITS PAYABLE X 0 0 0 RAYMOND REED EMPLOYEE 142692 0 0 0 0 0 0 0 19337 0 162029 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS OF TEAMSTERS LOCAL 170 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES HAS GRANTED THE FUND ADMINSTRATOR AUTHORITY TO REVIEW AND FILE ALL TAX DOCUMENTS. FORM 990, PART VI, LINE 15A: BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 12 AS AN EMPLOYEE BENEFIT PLAN, THE ORGANIZATION IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA FORM 990, PART VI, SECTION B, LINE 15B BOARD OF TRUSTEES REVIEWS KEY EMPLOYEES COMPENSATION WITH COMPARABILITY DATA ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT. TEAMSTERS UNION LOCAL NO 170 330 SOUTHWEST CUTOFF STE 201 WORCESTER MA 01607 041106780 RENT MA 501(C)(5) 0 ABF FREIGHT SYSTEMS INC AK AGGREGATE INDUSTRIES49 CA AGGREGATE INDUSTRIES-GRAFTON CA AGGREGATE SHREWSBURY CA AGGREGATEASHLAND CA AGGREGATEKEATING CA AGGREGATELITTLETON CA AUBUCHON DISTRIBUTION INC MA BAKER COMMODITIES MA BORGGAARD CONSTRUCTION MA CAMOSSE & SONS MA CPC HOME PRODUCTS LLC MO DURHAM SCHOOL SERVICES IL ET AND L CONSTRUCTION MA FIRST STUDENT OH FIRST STUDENT (FITCHBURG MECH) OH GM WHITE CONSTRUCTION INC MA GRANGER-LYNCH INC RI H & M INTERNATIONAL TRANS NJ HEALTH & WELFARE FUND MA J G MACLELLAN CONCRETE CO MA KC WILLIAMS IND MA KELLOGG COMPANY IL LAWRENCE HOUSING AUTHORITY MA MARIOS BROTHERS INC MA MERRIMACK VALLEY DISTRIB CO MA MVATC MA PARSEC OH PJ KEATING DRIVERS MA PJ KEATINGMECHANICS MA RAND WHITNEY GROUP LLC MA RECIPORAL AGREEMENT WITH NNBT NH RECIPORCAL AGREEMENT WLOCAL25 MA ROLLSTONE FULFILLMENT INC MA ROSENFELD CONCRETE CORP MA ROY BROTHERS MA RYDER TRUCK RENTAL RI SPINCRAFT MA SUBURBAN PROPANE LP NJ TEAMSTER'S CREDIT UNION MA TOWN OF MERRIMAC MA TOWN OF W NEWBURY POL & HWY MA TRANSGAS CO MA TRANSGAS CO (MECHANICS) MA UNISOURCE GA UNITED NATURAL FOODS (UNFI) RI UNITED PARCEL SERVICE OH VARNEY BROTHERS S&G MA WE AUBUCHON CO INC MA WORCESTER CHEMICAL DIST INC MA YELLOW FREIGHT SYSTEMS INC KS 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 TEAMSTERS LOCAL 170 J 89667 CASH