2011-08-22T10:26:14-05:00 2010-12-31 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DRIVE SUITE 205 CHADDS FORD PA 19317 990 2010-01-01 042191579 NEW ENGLAND CARPENTERS HEALTH BENEFITS FUND NEWE 9786941000 350 FORDHAM ROAD WILMINGTON MA 01887 HARRY R DOW 9786578622 2011-08-15 1 6103582000 2010 2016-02-24 21:20:13Z HARRY R DOW 350 FORDHAM ROAD WILMINGTON MA 01887 158983320 0 X WWW.CARPENTERSFUND.ORG X 1955 MA TO PROVIDE PARTICIPANTS WITH HEALTH BENEFITS 20 20 0 0 0 0 0 0 82258290 83961296 7026583 5137368 845778 917035 90130651 90015699 0 0 90367948 84866764 2274569 2270760 0 0 0 7814588 7842840 100457105 94980364 -10326454 -4964665 146530149 143551323 58448325 55462073 88081824 88089250 TO PROVIDE PARTICIPANTS WITH HEALTH BENEFITS 0 0 THE EXEMPT PURPOSE OF THE NEW ENGLAND CARPENTERS HEALTH BENEFITS FUND IS TO PROVIDE HEALTH BENEFITS TO THE PARTICIPANTS AND THEIR DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 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 0 1 74 0 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 1 1 0 X HARRY DOW 9786941000 350 FORDHAM ROAD WILMINGTON MA 01887 MARK L ERLICH 1.00 X 0 0 0 THOMAS J FLYNN 1.00 X 0 0 0 GARY DECOSTA 1.00 X 0 0 0 JASON GARAND 1.00 X 0 0 0 JOSEPH GANGI JR 1.00 X 0 0 0 BRIAN RICHARDSON 1.00 X 0 0 0 JOHN MURPHY 1.00 X 0 0 0 JACK DONAHUE 1.00 X 0 0 0 BRYAN BOUCHARD 1.00 X 0 0 0 RICK BRACCIA 1.00 X 0 0 0 WILLIAM J SULLIVAN 1.00 X 0 0 0 STEVE ADAMIC 1.00 X 0 0 0 GEORGE BIDGOOD 1.00 X 0 0 0 THEODORE H BRODIE 1.00 X 0 0 0 THOMAS H O'CONNOR III 1.00 X 0 0 0 THOMAS J GUNNING 1.00 X 0 0 0 MICHAEL SHAUGHNESSY 1.00 X 0 0 0 WILLIAM SHEA 1.00 X 0 0 0 THOMAS STEEVES 1.00 X 0 0 0 C JOSEPH WILLIAMS 1.00 X 0 0 0 RICHARD DEAN 1.00 X 0 0 0 HARRY R DOW 8.00 X 9648 175668 38546 SUZZANNE SMITH 10.00 X 9648 122400 30971 NICOLLE LANGONE 7.00 X 5390 110000 26416 24686 408068 95933 0 0 1 0 MASSACHUSETTS BLUE CROSS BLUE SHIELD 401 PARK DRIVE BOSTON MA 02215 ADMINISTRATOR OF BENEFITS 3306921 DELTA DENTAL 465 MEDFORD STREET BOSTON MA 02129 ADMINISTRATOR OF BENEFITS 516181 HEALTH NEW ENGLAND ONE MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 ADMINISTRATOR OF BENEFITS 276174 THE SEGAL COMPANY 116 HUNTINGTON AVENUE BOSTON MA 021165744 ACTUARIAL SERVICES 195871 4 EMPLOYER CONTRIBUTIONS 525100 75074389 75074389 PARTICIPANT CONTRIBUTI 525100 5620082 5620082 COBRA STIMULUS 525100 3266825 3266825 83961296 3538454 3538454 70566535 68967621 1598914 1598914 1598914 REBATES, FEES, CHARGES 525100 917035 917035 917035 90015699 84878331 0 5137368 84866764 1401313 312063 404884 152500 82146 60352 190829 4600730 435026 71145 250587 18426 20885 409011 463364 CARE POOL SURCHARGE 664674 COLLECTION AGENCY 556419 SURGICAL FEE 10631 DUES AND SUBSCRIPTIONS 4970 CREDIT CARD SERVICES 3645 94980364 10947234 18493065 9325715 23860067 1758797 668714 2517528 1773383 937551 744145 50805746 40743187 72755106 59042145 146530149 143551323 3836007 3363802 54612318 52098271 58448325 55462073 X 0 0 0 0 88081824 88089250 88081824 88089250 146530149 143551323 X -4964665 4972091 X X 0 1 1 X 0 2517528 1773383 744145 744145 COMMON/COLLECTIVE TRUSTS 56761845 F OTHER 2280300 F 59042145 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 52098271 52098271 90015699 94980364 -4964665 4972091 4972091 7426 94796961 4972091 4972091 89824870 190829 190829 90015699 97303582 0 97303582 190829 -2514047 -2323218 94980364 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS OF JANUARY 1, 2009, THE PLAN ADOPTED ASC TOPIC 740 - INCOME TAXES AND ACCORDINGLY DETERMINED THAT NO PROVISION FOR INCOME TAXES WAS DEEMED NECESSARY IN THE PLAN'S FINANCIAL STATEMENTS. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DECREASE IN BENEFIT OBLIGATION AND ESTIMATED LIABILITY X X 0 1 0 HARRY R DOW 9648 175668 0 0 0 0 0 0 0 38546 9648 214214 0 0 SUZZANNE SMITH 9648 122400 0 0 0 0 0 0 0 30971 9648 153371 0 0 PART I, LINE 4B HARRY R. DOW PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. FORM 990, PART VI, SECTION A, LINE 7A UNION TRUSTEES ARE APPOINTED BY THE UNION REGIONAL COUNCIL. THE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER GROUP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE FUND'S MANAGEMENT, INCLUDING THE EXECUTIVE DIRECTOR, CONTROLLER AND ACCOUNTING MANAGER, BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 15 USE COMPENSATION SURVEY OR STUDY FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST THERE HAVE BEEN NO CHANGES MADE DURING THE YEAR. THE FUND DOES NOT ISSUE W-2S TO ANY EMPLOYEES AND SHARES, AS REPORTED IN SCHEDULE R, CERTAIN STAFF WITH A RELATED ORGANIZATION THAT FUNCTIONS AS THE STAFF'S EMPLOYER AND ISSUES FORMS W-2 AND COMPLIES WITH APPLICABLE PAYROLL REPORTING AND RELATED REQUIREMENTS. ACCORDINGLY, THE FUND'S ALLOCATED SHARE OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING ON PART IX, LINES 7 THROUGH 10. SIMILARLY, CERTAIN RELATED PRACTICES ARE DISCLOSED, SUCH AS UTILIZING A COMPENSATION SURVEY OR STUDY FOR SETTING COMPENSATION FOR CERTAIN "HIGHER LEVEL" EMPLOYEES THAT ARE SHARED ARE REPORTED ON FORM 990 PART VI, SECTION B, ITEM 15. NEW ENGLAND CARPENTERS PENSION FUND 350 FORDHAM ROAD WILMINGTON MA 01887 042305512 TO PROVIDE PENSION BENEFITS TO ITS PARTICIPANTS MA 401 (A) 0 NEW ENGLAND CARPENTERS GUARANTEED ANNUITY FUND 350 FORDHAM ROAD WILMINGTON MA 01887 042776873 TO PROVIDE GUARANTEED ANNUITY BENEFITS TO ITS PARTICIPANTS MA 401 (A) 0 NEW ENGLAND CARPENTERS VACATION SAVINGS PLAN 350 FORDHAM ROAD WILMINGTON MA 01887 043322721 TO PROVIDE VACATION BENEFITS TO ITS PARTICIPANTS MA 501 (C) 9 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 NEW ENGLAND CARPENTERS PENSION FUND N 1401313 CASH NEW ENGLAND CARPENTERS PENSION FUND O 1592589 CASH NEW ENGLAND CARPENTERS PENSION FUND Q 601599 CASH THE GLOSSARY TO THE INSTRUCTIONS INCLUDES THE DEFINITION OF RELATED PARTY WHICH INCLUDES SPONSORING ORGANIZATIONS AND EMPLOYERS CONTRIBUTING TO THE PLAN. THIS PLAN HAS DETERMINED THAT THERE ARE NO RELATED PARTIES TO BE INCLUDED PER THE GUIDANCE NOTED IN THE INSTRUCTIONS.