CONNECTICUT CARPENTERS HEALTH FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CONNECTICUT CARPENTERS HEALTH FUND (EIN 23-7032832)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-11-07
- IRS object ID
- 201133119349300693
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-07T15:01:38-06:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SASLOW LUFKIN & BUGGY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TEN TOWER LANE | AddressLine1 |
| City | AVON | City |
| State | CT | State |
| ZIP Code | 06001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237032832 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTICUT CARPENTERS HEALTH FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONN | NameControl |
| Phone | 2032815511 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BROADWAY | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 065182614 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE MEADOWS | Name |
| Title | TRUSTEE | Title |
| Phone | 2032815511 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD BUGGY | Name |
| Phone | 8606789200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE MEADOWS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BROADWAY | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 065182614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 141578309 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CTCARPENTERSFUNDS.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26609532 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25430277 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3496308 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2578410 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30105840 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28008687 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 29720773 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 28684014 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 183619 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 193233 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3899757 | OtherExpensePriorYear |
| Other Expenses Current Year | 3800931 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33804149 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32678178 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3698309 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4669491 | RevenuesLessExpensesCY |
| Total Assets BOY | 57454874 | TotalAssetsBOY |
| Total Assets EOY | 52966190 | TotalAssetsEOY |
| Total Liabilities BOY | 1179528 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1079446 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56275346 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 51886744 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTHCARE AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | MISCELLANEOUS HEALTHCARE AND WELFARE BENEFITS INCLUDING LIFE INSURANCE, ACCIDENTAL DEATH, MAJOR MEDICAL, DENTAL AND VISION (INCLUDES PREMIUM EXPENSES), AND PRESCRIPTION DRUG COVERAGE. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 393 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD S MONARCA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2032815511 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BROADWAY | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 06518 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CHARLES APPLEBY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH EPIFANO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN BUTTS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE MEADOWS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID PALMISCIANO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN CUNNINGHAM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN LEAHY | ||||||
| CO-CHAIR; TRUSTEE | 1.00 | X | 0 | 0 | 0 | X |
| ANTHONY MINERVINI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GLENN MARSHALL | ||||||
| CO-CHAIR; TRUSTEE | 1.00 | X | 0 | 0 | 0 | X |
| RICHARD MONARCA | ||||||
| FUND DIRECTOR | 11.00 | 58680 | 92987 | 43984 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 58680 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 92987 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 43984 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ANTHEM | |||||
| 370 BASSETT ROAD | NORTH HAVEN | CT | 06473 | CONTRACT ADMINISTRATION | 1378607 |
| SEGAL | |||||
| 333 WEST 34TH STREET | NEW YORK | NY | 100012402 | ACTUARIAL CONSULTING | 153164 |
| HINES | |||||
| 115 EAST HIGHLAND AVENUE | ELGIN | IL | 60120 | MEDICAL CONSULTANT | 152592 |
| TRIZETTO | |||||
| 6061 S WILLOW DRIVE SUITE 310 | DENVER | CO | 80111 | COMPUTER CONSULTING | 139759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 20451914 | 20451914 |
| EMPLOYEE CONTRIBUTIONS | 525100 | 4978363 | 4978363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25430277 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2141818 | TotalRevenueColumn |
| Exclusion | $2,141,818 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 114006214 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 113569622 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 436592 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 436592 | TotalRevenueColumn |
| Exclusion | $436,592 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28008687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25430277 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,578,410 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28684014 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58939 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88703 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45591 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58351 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58511 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158250 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177163 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78380 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23022 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 834 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19539 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PPO NETWORK ACCESS FEES | 1400514 |
| ALLOCATED OVERHEAD EXPE | 1157461 |
| INSURANCE PREMIUMS & CO | 244177 |
| OTHER ADMINISTRATIVE EX | 152593 |
| CLAIMS SYSTEM MANAGEMEN | 140318 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131718 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32678178 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3463385 | BOY |
| EOY | 3633751 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 577203 | BOY |
| EOY | 780343 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98855 | BOY |
| EOY | 220746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 225889 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 224696 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2027 | BOY |
| EOY | 1193 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52835372 | BOY |
| EOY | 47919245 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478032 | BOY |
| EOY | 410912 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57454874 | BOY |
| EOY | 52966190 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1179528 | BOY |
| EOY | 1017995 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 61451 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1179528 | BOY |
| EOY | 1079446 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56275346 | BOY |
| EOY | 51886744 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56275346 | BOY |
| EOY | 51886744 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57454874 | BOY |
| EOY | 52966190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4669491 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 280889 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 225889 | OtherCostOrOtherBasis |
| Depreciation | 224696 | Depreciation |
| Book Value | 1193 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1193 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| U.S. GOVERNMENT BONDS AND NOTES | 16516423 | F |
| CORPORATE DEBT OBLIGATIONS | 20366474 | F |
| CORPORATE STOCKS | 9497012 | F |
| MONEY MARKET FUNDS AND SHORT TERM INVESTMENTS | 1539336 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 47919245 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BROKER FOR SECURITIES PURCHASED | Description |
| Amount | $61,451 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 61451 | TotalOfAmounts |
| Total Revenue | 28008687 | TotalRevenue |
| Total Expenses | 32678178 | TotalExpenses |
| Excess Or Deficit For Year | -4669491 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 280889 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 280889 | TotalAdjustments |
| Excess Or Deficit Per FS | -4388602 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28131326 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 280889 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 280889 | RevenueNotRptdF990 |
| Revenue Subtotal | 27850437 | RevenueSubtotal |
| Investment Expenses Not Included | 158250 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 158250 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28008687 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32519928 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32519928 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 158250 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 158250 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32678178 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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 YEAR ENDING MARCH 31, 2011 AND 2010. THEREFORE, FASB ASC 740 HAD NO IMPACT ON THE 2011 AND 2010 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, 2011 AND 2010, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD MONARCA | NamePerson |
| Base Compensation Filing Org | 58680 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 92987 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6384 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 10116 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10633 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 16851 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 75697 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 119954 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | RICHARD MONARCA - CONTRIBUTION TO NONQUALIFIED RABBI TRUST $ 16,500 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 280,889. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 APPRENTICE & TRAINING FUND | ||||||||||
| 10 BROADWAY | HAMDEN | CT | 06518 | 237227981 | APPRENTICE & TRAINING FUND | CT | 501(C)(5) | N/A | N/A | 0 |
| CONNECTICUT CARPENTERS PENSION FUND | ||||||||||
| 10 BROADWAY | HAMDEN | CT | 06518 | 060738583 | PENSION TRUST FUND | CT | 401(A); 501(A) | N/A | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CERTAIN ADMINISTRATIVE SERVICES ARE PERFORMED BY THE CONNECTICUT | ||
| M | 1350694 | ACTUAL COST |
| CARPENTERS PENSION FUND FOR WHICH THE ORGANIZATION PROVIDES | ||
| N | 0 | |
| REIMBURSEMENT THIS ARRANGEMENT INCLUDES SHARING OF FACILITIES | ||
| O | 0 | |
| AND EMPLOYEES | ||
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