2012-04-02T13:12:59-05:00 2011-06-30 NOVAK FRANCELLA LLC ONE PRESIDENTIAL BLVD SUITE 330 BALA CYNWYD PA 19004 990 2010-07-01 050271216 TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN TEAM 4014673323 1201 ELMWOOD AVENUE PROVIDENCE RI 029043799 JOSEPH J BAIROS 4014673323 2012-04-02 LOUIS VERZELLA CPA 6106689400 2012-03-30 2010 2016-02-24 21:20:13Z JOSEPH J BAIROS 121 BRIGHTRIDGE AVENUE EAST PROVIDENCE RI 02914 52045008 0 X N/A X 1954 RI THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, PREPAID LEGAL, EMPLOYEES ASSISTANCE PROGRAM, INCOME TAX PREPARATION, AND PRESCRIPTION DRUG BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES. 8 8 6 0 0 0 0 0 29729219 37480279 1106010 1283194 100891 3547 30936120 38767020 0 0 27371974 34697248 789929 794283 0 0 0 872132 828413 29034035 36319944 1902085 2447076 38899610 44124877 222785 249999 38676825 43874878 X THE PLAN PROVIDES MEDICAL, HOSPITALIZATION, DENTAL, VISION, HEARING, LIFE INSURANCE, WEEKLY ACCIDENT AND SICKNESS, PREPAID LEGAL, EMPLOYEES ASSISTANCE PROGRAM, INCOME TAX PREPARATION, AND PRESCRIPTION DRUG BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN ALSO PROVIDES A PROGRAM OF BENEFITS FOR ELIGIBLE RETIREES. 0 0 THE FUND PROVIDED MEDICAL, HOSPITAL, ACCIDENT, SICKNESS, DENTAL, VISION, HEARING, LIFE INSURANCE BENEFITS, DEATH, AND PREPAID LEGAL BENEFITS FOR APPROXIMATELY 2,382 MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 0 0 0 1 45 0 6 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X EXECUTIVE DIRECTOR 4014673323 1201 ELMWOOD AVENUE PROVIDENCE RI 029043799 X JOSEPH J BAIROS 2.00 X 0 0 0 PAUL M FRADIN 2.00 X 0 0 0 ANTONIO B CARDI 2.00 X 0 0 0 BRIAN E CARROLL 2.00 X 0 0 0 KEVIN G REDDY 2.00 X 0 0 0 STEVEN M LABRIE 2.00 X 0 0 0 FRANK J MAXWELL 2.00 X 0 0 0 LOUIS J SPERLING 2.00 X 0 0 0 DANIEL R MANOCCHIO 2.00 X 0 0 0 WILLIAM F LEANUES 2.00 X 0 0 0 0 0 0 0 0 0 0 BLUE CROSS & BLUE SHIELD OF RI 444 WESTMINISTER MALL PROVIDENCE RI 02901 CLAIMS PROCESSING 875718 UNITEDHEALTHCARE INSURANCE COMPANY 475 KILVERT STREET WARWICK RI 02886 CLAIMS PROCESSING 494307 COIA & LEPORE LTD 226 SOUTH MAIN STREET PROVIDENCE RI 02903 LEGAL BENEFITS PROVIDER 463404 GURSKY LAW ASSOCIATES 420 SCRABBLETOWN RD N KINGSTON RI 02852 LEGAL SERVICES 136086 MELLON FINANCIAL CORP 1 TURKS HEAD PLACE PROVIDENCE RI 02903 INVESTMENT MANAGER 120104 7 EMPLOYER CONTRIBUTIONS 525100 34476763 34476763 RETIREE CONTRIBUTIONS 525100 1233901 1233901 STOP LOSS REIMBURSEMEN 525100 1048183 1048183 PARTICIPANT CONTRIBUTI 525100 721432 721432 37480279 952861 952861 13608321 13277988 330333 330333 330333 MISCELLANEOUS INCOME 900099 3547 3547 3547 38767020 37480279 0 1286741 34697248 361321 145016 147879 140067 136086 61910 144625 189345 92548 36508 69509 54970 20005 22907 36319944 1144718 3274250 3380751 2913069 3356514 25125 974912 632447 303787 342465 28417679 30469302 3990825 5220977 0 185025 38899610 44124877 157393 191464 65392 58535 222785 249999 X 38676825 43874878 0 0 0 0 38676825 43874878 38899610 44124877 X 2447076 2750977 X X 0 1 1 X 0 33602 33602 625462 432522 192940 226372 110450 115922 89476 89475 1 342465 COMMON COLLECTIVE TRUST 5220977 F 5220977 DEFERRRED RETIREE AND COBRA CONTRIBUTIONS 58535 58535 38767020 36319944 2447076 2750977 2750977 5198053 41373372 2750977 2750977 38622395 144625 144625 38767020 36175319 0 36175319 144625 144625 36319944 FORM 990, PART VI, SECTION B, LINE 11 TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN'S FORM 990 IS PREAPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS FORWARDED TO THE FUND'S EXECUTIVE DIRECTOR FOR INTITIAL REVIEW. THE RETURN IS THEN PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURE FORM 990, PART VI, SECTION C, LINE 19 TEAMSTERS LOCAL 251 HEALTH SERVICES & INSURANCE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII PAUL M. FRADIN - P.O. BOX 1427, WEST GREENWICH, RI 02817. ANTONIO B. CARDI - 400 LINCOLN AVENUE, WARWICK, RI 02888. FRANK J. MAXWELL - 643 WEST 43RD STREET, NEW YORK, NY 10036. LOUIS J. SPERLING - 593 EDDY STREET, PROVIDENCE, RI 02903. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,750,977. TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN'S BOARD OF TRUSTEES IS RESPOSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. FORM 990, PART V, LINE 1A: TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN ALSO PREPARE FORMS W-2 FOR ALL PARTICIPANTS THAT RECEIVE THE TAXABLE LEGAL, DEPENDENT LIFE INSURANCE AND TAX PREPARATION BENEFITS UNDER THE PLAN. A TOTAL OF 2,827 FROMS W-2 WERE ISSUED FOR THESE BENEFITS FOR THE CALENDAR YEAR 2010. TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE 401(K) PLAN 1201 ELMWOOD AVENUE PROVIDENCE RI 02907 050271216 PENSION PLAN RI 401(A)/501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0