2013-11-13T07:15:33-06:00 2013-03-31 061533253 SASLOW LUFKIN & BUGGY LLP TEN TOWER LANE AVON CT 06001 990 2012-04-01 237032832 CONNECTICUT CARPENTERS HEALTH FUND CONN 2032815511 10 BROADWAY HAMDEN CT 065182614 GEORGE MEADOWS 2032815511 2013-11-12 1 RICHARD BUGGY P00512316 8606789200 2012 2016-03-07 17:11:31Z GEORGE MEADOWS 10 BROADWAY HAMDEN CT 065182614 92749665 0 X WWW.CTCARPENTERSFUNDS.ORG X 1969 CT TO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 8 8 0 0 0 0 0 0 27484190 28450563 2450892 1394385 0 0 29935082 29844948 0 0 28553788 27688427 78195 91261 0 0 0 3740927 3375633 32372910 31155321 -2437828 -1310373 50724973 51213400 987636 1495186 49737337 49718214 TO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. 0 0 MISCELLANEOUS HEALTHCARE AND WELFARE BENEFITS INCLUDING LIFE INSURANCE, ACCIDENTAL DEATH, MAJOR MEDICAL, DENTAL AND VISION (INCLUDES PREMIUM EXPENSES), AND PRESCRIPTION DRUG COVERAGE. 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 1 412 0 1 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 1 1 0 X RICHARD S MONARCA 2032815511 10 BROADWAY HAMDEN CT 06518 JOSEPH EPIFANO 1.00 X 0 0 0 JOHN BUTTS 1.00 X 0 0 0 GEORGE MEADOWS 1.00 X X 0 0 0 DAVID PALMISCIANO 1.00 X 0 0 0 JOHN CUNNINGHAM 1.00 X 0 0 0 JOHN LEAHY 1.00 X X 0 0 0 ANTHONY MINERVINI 1.00 X 0 0 0 BRUCE LYDEM 1.00 X 0 0 0 RICHARD MONARCA 18.00 X 72419 87987 46548 72419 87987 46548 0 0 1 0 ANTHEM 370 BASSETT ROAD NORTH HAVEN CT 06473 CONTRACT ADMINISTRATION 1076328 HINES & ASSOCIATES INC 115 EAST HIGHLAND AVENUE ELGIN IL 60120 MEDICAL CONSULTANT 173842 TRIZETTO 6061 S WILLOW DRIVE SUITE 310 DENVER CO 80111 COMPUTER CONSULTING 128919 SEGAL 333 WEST 34TH STREET NEW YORK NY 100012402 ACTUARIAL CONSULTING 119078 4 EMPLOYER CONTRIBUTIONS 525100 24015866 24015866 EMPLOYEE CONTRIBUTIONS 525100 4434697 4434697 28450563 1432968 1432968 62866134 62904717 -38583 -38583 -38583 29844948 28450563 0 1394385 27688427 91261 73460 51049 94260 143078 83828 7512 2350 278 12701 ALLOCATED OVERHEAD EXPE 1165283 PPO NETWORK ACCESS FEES 1092713 INSURANCE PREMIUMS & CO 242273 OTHER ADMINISTRATIVE EX 173843 233005 31155321 2680008 2892579 745377 967495 392470 177048 225889 225808 359 81 46527401 46886599 379358 289598 50724973 51213400 987636 858832 0 636354 987636 1495186 X 0 0 0 0 49737337 49718214 49737337 49718214 50724973 51213400 -1310373 1291250 0 X 0 1 X 0 0 225889 225808 81 81 U.S. GOVERNMENT BONDS AND NOTES 14901254 F CORPORATE DEBT OBLIGATIONS 18077243 F CORPORATE STOCKS 12426 F MONEY MARKET FUNDS AND SHORT TERM INVESTMENTS 2530607 F COMMON TRUST 11365069 F 46886599 DUE TO BROKER FOR SECURITIES PURCHASED 636354 636354 X 31041938 1291250 1291250 29750688 94260 94260 29844948 31061061 0 31061061 94260 94260 31155321 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE 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. X X 0 1 0 RICHARD MONARCA 72419 87987 0 0 0 0 7675 9325 13340 16208 93434 113520 0 0 PART I, LINE 4B RICHARD MONARCA - CONTRIBUTION TO NONQUALIFIED RABBI TRUST $17,000 FORM 990, PART VI, SECTION A, LINE 7A THE 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 11 A 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 12C WHEN 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 15 THERE 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 19 THE 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. CONNECTICUT CARPENTERS ANNUITY FUND 10 BROADWAY HAMDEN CT 06518 061308364 ANNUITY TRUST FUND CT 401(A); 501(A) N/A N/A 0 CONNECTICUT CARPENTERS PENSION FUND 10 BROADWAY HAMDEN CT 06518 060738583 PROCESSING OF BENEFITS FOR CARPENTERS CT 401(A) N/A N/A 0 UBCJA JOB CORPS CONNECTICUT LABOR MANGT PROG 750 DORCHESTER AVE SUITE 3100 BOSTON MA 02125 222520206 MANAGE RELATIONSHIPS BETWEEN CARPENTERS LABOR AND MANAGEMENT MA 501(C)(5) N/A N/A 0 NEW ENGLAND REGIONAL COUNCIL OF CARPENTERS 750 DORCHESTER AVE UNIT 1 BOSTON MA 02125 043322535 LABOR ORGANIZATION MA 501(C)(5) N/A N/A 0 EASTERN MILLWRIGHT REG COUNCIL 90 BRAINTREE STREET ALLSTON MA 02134 452440774 UNION ADMIN OF AREA LOCALS MA 501(C)(5) N/A N/A 0 CONST WORK FORCE INIT 2 INC CARPENTERS LOCAL 210 427 STILLSON ROAD FAIRFIELD CT 06824 060571112 LABOR ORGANIZATION CT 501(C)(5) N/A N/A 0 CONNECTICUT CARPENTERS APPRENTICE AND TRAINING FUND 10 BROADWAY HAMDEN CT 06518 237277981 CARPENTRY TRAINING/TESTING CT 501(C)(5) N/A N/A 0 CARPENTERS LOCAL 43 885 WEATHERSFIELD AVENUE HARTFORD CT 06114 060571114 LABOR ORGANIZATION CT 501(C)(5) N/A N/A 0 CENTRAL & EASTERN CONNECTICUT CARPENTERS LOCAL 24 500 MAIN STREET YALESVILLE CT 06492 060914796 LABOR ORGANIZATION CT 501(C)(5) N/A N/A 0 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 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