2013-11-15T11:35:26-06:00 2012-12-31 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2012-01-01 043220614 NSTAR RETIREES BENEFIT TRUST NSTA 6174242000 ONE NSTAR WAY WESTWOOD MA 02090 STEVEN BOUCHARD 6174242000 2013-11-15 1 LYNNE JOHNSON P00757336 6179129000 2012 2016-03-07 17:11:31Z STEVEN BOUCHARD 20 TRAFALGAR SQUARE SUITE 449 NASHUA NH 03063 48345685 0 X WWW.NSTAR.COM X 1993 MA DISTRIBUTION OF PAYMENTS TO CARRIERS AND SIMILAR ORGANIZATIONS FOR PROVISION OF BENEFITS TO ORGANIZATIONS AND INDIVIDUALS PROVIDING WELFARE BENEFITS TO PARTICIPANTS. 1 0 0 0 17692 0 0 0 33118256 32623745 7482962 6281846 34500 66558 40635718 38972149 0 0 30909792 30820915 0 0 0 0 0 727057 685597 31636849 31506512 8998869 7465637 239631855 247244696 138502 285706 239493353 246958990 DISTRIBUTION OF PAYMENTS TO CARRIERS AND SIMILAR ORGANIZATIONS FOR PROVISION OF BENEFITS TO ORGANIZATIONS AND INDIVIDUALS PROVIDING WELFARE BENEFITS TO PARTICIPANTS. 0 0 PAYMENT OF POST RETIREMENT BENEFIT EXPENSES TO RETIREES, AS PERMITTED UNDER IRC SECTION 501(C)(9). 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X LAFAYETTE CORPORATE CENTER 6176649565 2 AVENUE DE LAFAYETTE - LCC2 BOSTON MA 021112900 STATE STREET BANK AND TRUST OF NH 1.00 X 277570 0 0 277570 0 0 0 0 0 0 EARNEST PARTNERS 1180 PEACHTREE STREET SUITE 2300 ATLANTA GA 30309 FUND ADVISORY FEES 214984 LOOMIS SAYLES ONE FINANCIAL CENTER BOSTON MA 02111 FUND ADVISORY FEES 132697 2 EMPLOYER/EMPLOYEE HEALTH BENEFIT 525100 32623745 32623745 32623745 3381656 16308 3365348 12273726 9373536 2900190 2900190 2900190 OTHER INCOME 525100 66558 1384 65174 66558 38972149 32623745 17692 6330712 30820915 277570 ADVISORY FEES 357266 FUND TAX EXPENSES 50761 31506512 45078 0 6345121 7187316 232682758 239430294 558898 627086 239631855 247244696 138502 285706 138502 285706 X 239493353 246958990 0 0 0 0 239493353 246958990 239631855 247244696 7465637 0 X 0 1 X 1 0 FORM 990, PART VI, SECTION A, LINE 8A THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRS SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT DOES NOT HAVE A GOVERNING BODY AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRS SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT DOES NOT HAVE A GOVERNING BODY AND WE HAVE RESPONDED ACCORDINGLY, STATING THAT THE TRUST DOES NOT HAVE CONTEMPORANEOUS DOCUMENTATION OF MEETINGS OR ACTIONS UNDERTAKEN DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE TRUST IS A VEBA TRUST AS DEFINED UNDER IRS SECTION 501(C)(9). IT IS GOVERNED BY THE TRUST DOCUMENT BY WHICH THE TRUST WAS CREATED. AS SUCH, IT DOES NOT HAVE A GOVERNING BODY AND WE HAVE RESPONDED ACCORDINGLY. TAX RETURN IS PREPARED BY AN INDEPENDENT FIRM. THE PREPARED RETURN IS THEN SUBMITTED TO THE PERSON DESIGNATED BY THE TRUST FOR REVIEW BEFORE THE RETURN IS SIGNED AND SUBMITTED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12 VARIOUS AUDITS OF AREAS WHERE CONFLICT OF INTEREST MIGHT TAKE PLACE ALONG WITH A STRONG COMMUNICATION POLICY AND AN ACTIVE CORPORATE COMPLIANCE AND ETHICS COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) WHICH COVERS ELIGIBLE RETIREES OF NSTAR. THERE IS NO SOLICITATION OR INVOLVEMENT OF THE GENERAL PUBLIC. THEREFORE, THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC.