CONNECTICUT CARPENTERS HEALTH FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CONNECTICUT CARPENTERS HEALTH FUND (EIN 23-7032832)
Tax period
2012-04-01 to 2013-03-31
Filed
2013-11-13
IRS object ID
201343179349300809
Schema version
2012v2.1
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)
Timestamp2013-11-13T07:15:33-06:00Timestamp
Tax Period End Date2013-03-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN061533253EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SASLOW LUFKIN & BUGGY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1TEN TOWER LANEAddressLine1
CityAVONCity
StateCTState
ZIP Code06001ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-04-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237032832EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CONNECTICUT CARPENTERS HEALTH FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCONNNameControl
Phone2032815511Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 BROADWAYAddressLine1
CityHAMDENCity
StateCTState
ZIP Code065182614ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEORGE MEADOWSName
TitleTRUSTEETitle
Phone2032815511Phone
Date Signed2013-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD BUGGYName
PTINP00512316PTIN
Phone8606789200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGEORGE MEADOWSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line110 BROADWAYAddressLine1
CityHAMDENCity
StateCTState
ZIP Code065182614ZIPCode
FieldValueIRS element (for citing)
Gross Receipts92749665GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.CTCARPENTERSFUNDS.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1969YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year27484190ProgramServiceRevenuePriorYear
Program Service Revenue CY28450563ProgramServiceRevenueCY
Investment Income Prior Year2450892InvestmentIncomePriorYear
Investment Income Current Year1394385InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year29935082TotalRevenuePriorYear
Total Revenue Current Year29844948TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year28553788BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY27688427BenefitsPaidToMembersCY
Salaries Etc Prior Year78195SalariesEtcPriorYear
Salaries Etc Current Year91261SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3740927OtherExpensePriorYear
Other Expenses Current Year3375633OtherExpensesCurrentYear
Total Expenses Prior Year32372910TotalExpensesPriorYear
Total Expenses Current Year31155321TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2437828RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1310373RevenuesLessExpensesCY
Total Assets BOY50724973TotalAssetsBOY
Total Assets EOY51213400TotalAssetsEOY
Total Liabilities BOY987636TotalLiabilitiesBOY
Total Liabilities EOY1495186TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY49737337NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY49718214NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionMISCELLANEOUS HEALTHCARE AND WELFARE BENEFITS INCLUDING LIFE INSURANCE, ACCIDENTAL DEATH, MAJOR MEDICAL, DENTAL AND VISION (INCLUDES PREMIUM EXPENSES), AND PRESCRIPTION DRUG COVERAGE.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096412NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons0AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RICHARD S MONARCABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2032815511TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line110 BROADWAYAddressLine1
CityHAMDENCity
StateCTState
ZIP Code06518ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
JOSEPH EPIFANO
TRUSTEE1.00X000
JOHN BUTTS
TRUSTEE1.00X000
GEORGE MEADOWS
CO-CHAIR; TRUSTEE1.00X000X
DAVID PALMISCIANO
TRUSTEE1.00X000
JOHN CUNNINGHAM
TRUSTEE1.00X000
JOHN LEAHY
CO-CHAIR; TRUSTEE1.00X000X
ANTHONY MINERVINI
TRUSTEE1.00X000
BRUCE LYDEM
TRUSTEE1.00X000
RICHARD MONARCA
FUND DIRECTOR18.00724198798746548X
FieldValueIRS element (for citing)
Total Reportable Comp From Org72419TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs87987TotalReportableCompFrmRltdOrgs
Total Other Compensation46548TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
ANTHEM
370 BASSETT ROADNORTH HAVENCT06473CONTRACT ADMINISTRATION1076328
HINES & ASSOCIATES INC
115 EAST HIGHLAND AVENUEELGINIL60120MEDICAL CONSULTANT173842
TRIZETTO
6061 S WILLOW DRIVE SUITE 310DENVERCO80111COMPUTER CONSULTING128919
SEGAL
333 WEST 34TH STREETNEW YORKNY100012402ACTUARIAL CONSULTING119078
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS5251002401586624015866
EMPLOYEE CONTRIBUTIONS52510044346974434697
FieldValueIRS element (for citing)
Total Program Service Revenue28450563TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1432968TotalRevenueColumn
Exclusion$1,432,968ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities62866134Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities62904717Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-38583Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-38583TotalRevenueColumn
Exclusion-$38,583ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column29844948TotalRevenueColumn
Related Or Exempt Function Income28450563RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,394,385ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total27688427Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total91261Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total73460Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total51049Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total94260Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total143078Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total83828Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7512Total

Travel Travel

FieldValueIRS element (for citing)
Total2350Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total278Total

Insurance Insurance

FieldValueIRS element (for citing)
Total12701Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
ALLOCATED OVERHEAD EXPE1165283
PPO NETWORK ACCESS FEES1092713
INSURANCE PREMIUMS & CO242273
OTHER ADMINISTRATIVE EX173843

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total233005Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total31155321Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2680008BOY
EOY2892579EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY745377BOY
EOY967495EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY392470BOY
EOY177048EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis225889LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec225808LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY359BOY
EOY81EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY46527401BOY
EOY46886599EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY379358BOY
EOY289598EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY50724973BOY
EOY51213400EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY987636BOY
EOY858832EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY636354EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY987636BOY
EOY1495186EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY49737337BOY
EOY49718214EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY49737337BOY
EOY49718214EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY50724973BOY
EOY51213400EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-1310373ReconcilationRevenueExpenses
Reconciliation Unrealized Invest1291250ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee0AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis225889OtherCostOrOtherBasis
Depreciation225808Depreciation
Book Value81BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings81TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
U.S. GOVERNMENT BONDS AND NOTES14901254F
CORPORATE DEBT OBLIGATIONS18077243F
CORPORATE STOCKS12426F
MONEY MARKET FUNDS AND SHORT TERM INVESTMENTS2530607F
COMMON TRUST11365069F
FieldValueIRS element (for citing)
Total Of Book Value Securities46886599TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO BROKER FOR SECURITIES PURCHASEDDescription
Amount$636,354Amount
FieldValueIRS element (for citing)
Total Of Amounts636354TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt31041938TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1291250NetUnrealizedGainsInvestments
Revenue Not Rptd F9901291250RevenueNotRptdF990
Revenue Subtotal29750688RevenueSubtotal
Investment Expenses Not Included94260InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt94260RevenueNotRptdOnFinStmt
Total Revenue Per Form99029844948TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt31061061TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal31061061ExpensesSubtotal
Investment Expenses Not Included294260InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt94260ExpensesNotRptdOnFinStmt
Total Expenses Per Form99031155321TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
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, 2012 AND 2011. THEREFORE, FASB ASC 740 HAD NO IMPACT ON THE 2012 AND 2011 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 ENDING MARCH 31, 2012 AND 2011, THE FUND DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. THE FUND'S OPEN TAX YEARS FOR THE PRIOR THREE YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonRICHARD MONARCANamePerson
TitleFUND DIRECTORTitle
Base Compensation Filing Org72419BaseCompensationFilingOrg
Comp Based On Related Orgs87987CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org7675DeferredCompFilingOrg
Deferred Comp Related Orgs9325DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org13340NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs16208NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org93434TotalCompensationFilingOrg
Total Compensation Related Orgs113520TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 4BReturnReference
ExplanationRICHARD MONARCA - CONTRIBUTION TO NONQUALIFIED RABBI TRUST $17,000Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD CONSISTS OF 4 TRUSTEES APPOINTED BY THE EMPLOYERS ASSOCIATION AND 4 TRUSTEES APPOINTED BY THE NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS.
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

Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
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
EASTERN MILLWRIGHT REG COUNCIL
90 BRAINTREE STREETALLSTONMA02134452440774UNION ADMIN OF AREA LOCALSMA501(C)(5)N/AN/A0
CONST WORK FORCE INIT 2 INC
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

Form990 Schedule R Part III Form990ScheduleRPartIII (39 entries)

ASL CONTRACTING
ATLANTIC DVNG & WLDNG CO LLC
BARBER FIRESTOP SYSTEMS LLC
BBL CARLTON
BELLA TILE LLC
BOWLINE CONSTRUCTION
CAMPUTARO LEASING LLC
COMM FLRNG MANAGEMENT LLC
CONSOLIDATED CONTRACTORS LLC
CONSTRUCTION MATERIAL & SUPPLY RESOURCES LLC
CONTE COMPANY LLC
CREATIVE CONSULTING AND CONSTRUCTION
DBATOMLINSONHAWLEYPATTERSON
DEDICATED INDUSTRIES LLC
DIVERSIFIED SPEC SERV LLC
DRYWALL TECHNIQUES LLC
DURREJ POWER GENERATION JV
ELM CITY CARPENTRY LLC
FERRARO CUSTOM WOODWKG LLC
G O SERVICES LLC
GEMS CARPENTRY LLC
GRANITE STATE SPEC LLC
JF WHITEEMPIRE PAVING JV
MA NEW ENGLAND LLC
MACEDOS CONSTRUCTION LLC
MCM ACOUSTICS LLC
NATIONAL SHORING LLC
NK CONSTRUCTION LLC
O&GTUTOR PERINI JV
OWI CONTRACTORS LLC
RBA CONSTRUCTION
TECHNO ACOUSTICS HLDNGS LLC
THE CROWN WORKS LLC
THE LYDON COMPANY LLC
TURNBRIDGE CONSTRUCTION LLC
URBAN CONTRACTORS OF CT LLC
WALLCO INSTALLATIONS LLC
WALSH PCL JV II
WHITEHAWK CONST SERVICE

Form990 Schedule R Part IV Form990ScheduleRPartIV (229 entries)

A AND A WINDOW PRODUCTS INC
A&G CONTRACTING INC
AA DRYWALL AND ACOUSTICS INC
ACOUSTEK INC
ACOUSTICS INC
ADAMS RUXTON CONST CO
ALGAR CONSTRUCTION CORP
ALL INTERIORS INC
ALL PANEL SYSTEMS LLC
AL-LEE INSTALLIONS INC
ALLEGHENY CONTRACT
ALLSAFE SCAFFOLD
ALUMINUM SERVICES INC
AMERICAN PROP SERV INC
ANDY LOPES BLDG CORP
APSLLC AKA UNITEDANCO SVCS
A-QUICK PICK CRANE
AR GREEN AND SON INC
ARBORIO CORPORATION
ARCHITECTURAL SHEET METAL
ARI PRODUCTS INC
ASTRO-TEC MFG INC
ATLAS SCAFFOLD EQUIPMENT
AV TUCHY INC
AYOTTE AND KING
BAIER CONSTRUCTION CO INC
BARR & BARR INC
BARRY FISHELBERG CO
BARTLETT BRAINARD EACOTT
BEAU'S SEATING CO
BERKEL AND COMPANY
BISMARK CONSTRUCTION CO INC
BLAKESLEE ARPAIA CHAPMAN
BOND BROTHERS INC
BRAND ENERGY SERVICES
BROWNSTONE CONSTRUCTION
BUILDING SPECIALISTS
C AND K WOODWORKING
CAPITAL CARPET AND FLOORING
CARDI CORP
CARLIN CONTRACTING CO INC
CARVALHO MCDOWELL CONST INC
CBI SERVICES INC
CECO CONCRETE CONSTRUCTION
CENTRAL CONN ACOUSTICS INC
CENTURY DRYWALL INC
CGM ACOUSTICS
CH NICKERSON & CO
CHAPEL CONSTRUCTION OF NH
CHARTER OAK UTILITY CONST
CINETIC SORTING CORP
CJ FUCCI INC
COLONIAL SYSTEMS INC
COLONIAL WOODWORKING INC
COMMUNITY RENEWAL TEAM INC
COMPUTER FLOORS INC
CONN ACOUSTICS
CONN CONCRETE CONSTRUCTION INC
CONSIGLI CONSTRUCTION CO INC
CR CONCRETE
CR MEYER AND SONS CO
CRF INC INTERIOR SYSTEMS
D AND J CONCRETE CORP
D M CONCRETE
DALENE HARDWOOD FLOORING CO
DANIEL OCONNELLS SONS INC
DAY AND ZIMMERMAN NPS
DELUCA CONSTRUCTION CO
DEPENDABLE SCAFFOLDING LLC
DGC CAPITAL CON CORP
DILLON ACOUSTICAL CEILINGS
DIMEO CONST CO
DRAPERIES INC
DRAPERY MAINTENANCE CORP
DRYWALL ASSOCIATES INC
EAGLE SCAFFOLDING INC
EAST COAST INTERIORS CORP
ECI CONTRACTING INC
EH HINDS INC
ENGINEERING AND REFRIG INC
EPIFANO BUILDERS INC
ESSEX NEWBURY CONT CORP
ESSEX NEWBURY NORTH CONTR
ET L CONSTRUCTION CORP
EUROTECH CONST CORP
EXECUTIVE DRYWALL INC
FASTRACK CONSTRUCTION INC
FLOORING SOLUTIONS
FRANK DOWNES CONST CO
G SCHNIP CO
G&C CONCRETE CONSTR INC
GENNARINI CONSTRUCTION CO
GIBSON ASSOCIATES INC
GILBANE BUILDING CO
GIORDANO CONST CO INC
GLEESON POWERS
GOEBEL FIXTURE CO
GRANGER CONTRACTING
H CARR & SONS INC
HARRIS HOMES INC
HARSCO INFRASTRUCTURE AMERICAS
HAYWARD BAKER INC
HEMLOCK HEAVY AND HIGHWAY CO
HENRY & GERETY
HI TECH DATA FLOORS
HOBBS INCORPORATED
HUNTER ROBERTS CONST GROUP
IDA INSTALLATIONS INC
IMPERIAL WOODWORKING CO
INTERIOR INSTALLATION SVCS
J AND J CONTRACTORS INC
J AND P CONSTRUCTION CORP
J FONTANA CONTRACTING INC
JB WELDING
JD ACOUSTICS
JD RIVET AND CO INC
JJ CURRAN AND SON INC
JJG CONTRACTING INC
JL MARSHALL SONS INC
JOE SGRO COMM FLRS LLC
JOHN HAMMOND AND SON
JOHN L SIMPSON CO
JOHN STRAFACH AND SONS INC
JOSEPH COHN&SON TILE&TERRAZZO
JTR ASSOCIATES INC
K AND J INTERIORS INC
KANE CONTRACTING INC
KD HALL ASSOC INC
KENVO FLOOR CO INC
LANKFORD CONSTRUCTION
LEGERE WOODWORKING CO INC
LEJO CONSTRUCTION CORP
LIBERTY CONSTRUCTION SERVICES
LIBERTY INSTALL SVCS
LONGDEN COMPANY INC
LOUREIRO CONTRACTORS INC
LYDON MILLWRIGHT SERV INC
M FRANK HIGGINS AND CO
MAM INC
MANAFORT BROTHERS INC
MARGUERITE CONCRETE CONTR
MARON CONST CO INC
MARR SCAFFOLDING CO
MASSEYS PLATE GLASS & ALUM
MATTA CONSTRUCTION INC
MERRITT CONTRACTORS INC
MIDHATTAN WOODWORKING CORP
MJ LANDRY INC
MODERN WOODCRAFTS LLC
MODULAR MAN INSTALLATION INC
MONUMENT FLOORING
NATGUN CORP
NATIONAL RESTORATION SYSTEMS
NE FOUNDATION CO INC
NEW ENGLAND CONST INC
NEW ENGLAND INT SPECIALTIES
NEWTECH INSTALLATION USA INC
NICHOLSON CONST CO
NINOS FLOOR COVERING
NJR CONSTRUCTION LLC
NOBLE CONSTR MANAGEMENT
NOR EASTER INSTALLATIONS
NORTH EAST FOAM SOL INC
NORTHEAST INTERIOR SYSTEMS OF NEW ENGLAND INC
NORTHEAST REMSCO CONSTR INC
NORTHEAST WATER MAINT & SVC
NORTHERN GENERAL CONRACTORS
NORWALK MARINE CONTRACTORS
NT OLIVA INC
NUTMEG ARCHITECTURAL WOODWK
NUTMEG INTERIORS INC
O & G INDUSTRIES INC
OCONNOR CORP
PALA CONSTRUCTION CORP
PARTITIONS INC
PERMASTEELISA N AMERICA CORP
PJ S CONSTRUCTION CO INC
PROF DRYWALL CONST INC
PRP SERVICES INC
R&B CERAMIC TILE FLR CVR INC
RESOURCE NEW JERSEY
RIVCO CONSTRUCTION LLC
RJB CONTRACTING INC
ROTHA CONTRACTING CO INC
S&F CONCRETE CONTRACTORS INC
SAFWAY STEEL PRODUCTS
SANTOS FOUNDATION
SAVE ON WALL COMPANY
SG MILAZZO CO
SIEMENS GENERATION SERVICES
SILCARR CORPORATION
SKANSKA USA BUILDING
SPECIALTY DIVING SERVICES
SPECIALTY INSTALLATION SVCS
SPECTRUM FLOORS INC
SS ASSOCIATES
STANDARD BUILDERS INC
STRATEGIC OFFICE SERVICE INC
SUNTECH OF CT INC
SWEENEY CONST SPECIALTIES
T ARDUINI CO INC
THE BRUNALLI CONSTRUCTION CO
THE FUSCO CORPORATION
THE MARLEY COOLING TOWER CO
THE NORTHERN CORP
THERMAL FIREPROOF ACOUS CO
THOMS CONTRACTING INC
TILCON CONNECTICUT INC
TOTAL MECH SERVICE CORP
TOTAL WALL SYSTEMS
TP BUILDERS INC
TRI STAR BUILDING CORP
ULTIMATE CONCRETE CORP
UNION FLOORING INSTALLATIONS
UNISTRUT INTERNATIONAL CORP
WALGREEN DRUG
WALSH CONSTRUCTION COMPANY
WATERBURY MASON FOUND INC
WDJ CONSTRUCTION CO INC
WELLINGTON SALES AND INST CO
WENGER TRAFFIC CORPORATION
WILLIAM B MEYER INC
WM A BERRY AND SON INC
WOOD PRO INSTALLER INC
WRIGHT BROS BUILDERS INC
WW CONSTRUCTION INC
XTREME DRYWALL & ACOUSTICS
YORKE CONSTRUCTION CORP
YOUTH BUILDWORK PLACE INC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
CERTAIN ADMINISTRATIVE SERVICES ARE PERFORMED BY THE CONNECTICUT
N1256544ACTUAL COST
CARPENTERS PENSION FUND FOR WHICH THE ORGANIZATION PROVIDES
O
REIMBURSEMENT THIS ARRANGEMENT INCLUDES SHARING OF FACILITIES
P
AND EMPLOYEES

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