TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL 671 HEALTH SERVICES & INSURANCE PLAN (EIN 06-0691728)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-02-24
IRS object ID
202640559349301404
Schema version
2024v5.5
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)
Return2026-02-24T08:35:16-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060691728EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL UNION NO 671BusinessNameLine1Txt
Business Name Line2HEALTH SERVICES AND INSURANCE PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone8602430671PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 BRITTON DRIVEAddressLine1Txt
CityBLOOMFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY LEPOREPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8602430671PhoneNum
Signature2026-02-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY VOGT CPAPreparerPersonNm
PTINP01385419PTIN
Phone6106689400PhoneNum
Preparation2026-02-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANTHONY LEPOREPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 BRITTON DRIVEAddressLine1Txt
CityBLOOMFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$48,361,505GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTPS://ECOMMERCE.ISSISYSTEMS.COM/ISITE160/EREMITWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1954FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$32,492,001PYProgramServiceRevenueAmt
CY Program Service Revenue$34,078,070CYProgramServiceRevenueAmt
PY Investment Income$2,437,804PYInvestmentIncomeAmt
CY Investment Income$3,556,909CYInvestmentIncomeAmt
PY Other Revenue$263,479PYOtherRevenueAmt
CY Other Revenue$309,847CYOtherRevenueAmt
PY Total Revenue$35,193,284PYTotalRevenueAmt
CY Total Revenue$37,944,826CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$30,118,660PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$37,308,925CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$751,198PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$730,281CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,307,369PYOtherExpensesAmt
CY Other Expenses$1,401,053CYOtherExpensesAmt
PY Total Expenses$32,177,227PYTotalExpensesAmt
CY Total Expenses$39,440,259CYTotalExpensesAmt
PY Revenues Less Expenses$3,016,057PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,495,433CYRevenuesLessExpensesAmt
Total Assets BOY$80,117,523TotalAssetsBOYAmt
Total Assets EOY$84,481,169TotalAssetsEOYAmt
Total Liabilities BOY$4,254,101TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,648,648TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$75,863,422NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$77,832,521NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN (THE "PLAN") WAS ESTABLISHED JUNE 24, 1954 BY AN AGREEMENT BETWEEN TEAMSTERS LOCAL UNION NO. 671 OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN AND HELPERS OF AMERICA (THE UNION") AND CERTAIN EMPLOYERS WHO WERE PARTIES TO COLLECTIVE BARGAINING AGREEMENTS WITH THE UNION REQUIRING CONTRIBUTIONS TO THE PLAN (THE "PARTICIPATING EMPLOYERS"). THE PLAN WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS AND THEIR ELIGIBLE DEPENDENTS. THE PLAN PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND LIFE INSURANCE BENEFITS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1138IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANICE L FENLASONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8602430671PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 BRITTON DRIVEAddressLine1Txt
CityBLOOMFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANTHONY LEPORE
TRUSTEE2.0040.00Yes (X)$0$193,140$52,945
ERIC DOWNER
TRUSTEE2.00Yes (X)$0$181,289$52,945
JEFFREY ISAACS
TRUSTEE2.00Yes (X)$0$0$0
FRANK MAXWELL
TRUSTEE2.00Yes (X)$0$0$0
JANICE FENLASON
EXECUTIVE DIRECTOR40.00$145,442$0$55,731Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$145,442TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$374,429TotReportableCompRltdOrgAmt
Total Other Compensation$161,621TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM
108 LEIGUS ROADWALLINGFORDCT06492PPO; CLAIM REPRICING$521,838
LABOR FIRST LLC
641 LEXINGTON AVENEW YORKNY10022CONTRACT ADMINISTRATION$255,437
BRIDGEWAY BENEFIT TECHNOLOGIES
3000 S LENOLA RDMAPLE SHADENJ08052COMPUTER CONSULTING$153,915
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS480000$33,721,940$33,721,940
RETIREE CONTRIBUTIONS480000$197,622$197,622
COBRA CONTRIBUTIONS480000$158,508$158,508
FieldValueIRS element (for citing)
Total Program Service Revenue$34,078,070TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,939,423TotalRevenueColumnAmt
Exclusion$2,939,423ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,034,165SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,416,679SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$617,486SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$617,486TotalRevenueColumnAmt
Exclusion$617,486ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LIEN RIEMBURSEMENT480000$177,639$177,639
SETTLEMENT INCOME900099$132,208$132,208
FieldValueIRS element (for citing)
Other Revenue Total$309,847OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,944,826TotalRevenueColumnAmt
Related Or Exempt Func Income$34,387,917RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,556,909ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$37,308,925TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$201,173TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$273,525TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$96,806TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$122,916TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,861TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$39,600TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$82,325TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$142,240TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$755,996TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$105,366TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$177,664TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$50,892TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,827TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,302TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,868TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
PCORI FEE$12,893
SERVICE AND MAINTENANCE$2,080

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,440,259TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,481,669BOYAmt
EOY$1,659,197EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$713,197BOYAmt
EOY$713,577EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,551,554BOYAmt
EOY$3,480,892EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$215,663BOYAmt
EOY$69,135EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$266,357LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$256,023LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,489BOYAmt
EOY$10,334EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$72,144,951BOYAmt
EOY$78,548,034EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$80,117,523BOYAmt
EOY$84,481,169EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$115,098BOYAmt
EOY$106,426EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$465,600BOYAmt
EOY$550,029EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,673,403BOYAmt
EOY$5,992,193EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,254,101BOYAmt
EOY$6,648,648EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$75,863,422BOYAmt
EOY$77,832,521EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,863,422BOYAmt
EOY$77,832,521EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$80,117,523BOYAmt
EOY$84,481,169EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,495,433ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,464,532NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,905OtherCostOrOtherBasisAmt
Depreciation$11,076DepreciationAmt
Book Value$8,829BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$246,452OtherCostOrOtherBasisAmt
Depreciation$244,947DepreciationAmt
Book Value$1,505BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,334TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
BENEFIT OBLIGATIONS CURRENTLY PAYABLE$5,801,967
EMPLOYER CONTRIBUTION DEPOSIT$190,226
FieldValueIRS element (for citing)
Total Liability$5,992,193TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$41,267,118TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,464,532NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,464,532RevenueNotReportedAmt
Revenue Subtotal$37,802,586RevenueSubtotalAmt
Investment Expenses Not Incld$142,240InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$142,240RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$37,944,826TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,854,082TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$36,854,082ExpensesSubtotalAmt
Investment Expenses Not Incld2$142,240InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,443,937OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,586,177ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$39,440,259TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN OBLIGATION 2,443,937.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANTHONY LEPORE
TRUSTEE$0$187,601$0$0$0$5,539$0$22,627$0$30,318$0$246,085$0$0
ERIC DOWNER
TRUSTEE$0$178,668$0$0$0$2,621$0$22,627$0$30,318$0$234,234$0$0
JANICE FENLASON
EXECUTIVE DIRECTOR$145,442$0$0$0$0$0$24,557$0$31,174$0$201,173$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLINE 11B EXPLANATION - FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. THE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR, BY THE TRUSTEE SIGNING THE RETURN, AND BY LEGAL COUNSEL PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XII, LINE 2C:THE FUND'S MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL UNION 671BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 BRITTON DRIVEAddressLine1Txt
CityBLOOMFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06002ZIPCd
FieldValueIRS element (for citing)
EIN060400878EIN
Primary ActivitiesUNION OFFICEPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd
Exempt Code Section501 C 5ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

ABF FREIGHT SYSTEM INC
ALLAN S GOODMAN INCEDER BROS
ALL-STAR TRANSPORTATION LLC WOLCOTT
ARROW LINE ACQUISITION LLC
CREC
CT TRANSIT
DHL EXPRESS
ESTUARY TRANSIT DISTRICT
FIRST STUDENT INC
HUDSON RPM
KEYSTONE PAPERMILLROCK PACKAGING
MARLBOROUGH PUBLIC SCHOOLS
POD'S MOVING & STORAGE
ST MARY HOME
TOWN OF BLOOMFIELD PUBLIC WORKS
TOWN OF ENFIELD
UNITED PARCEL SERVICE
VERITIV (GOLD PLAN)
WINDHAM REGION TRANSIT DISTRICT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL UNION 671BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$44,103InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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