2024-05-15T08:55:32-05:00 2023-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2022-07-01 043235427 MASSACHUSETTS BAY HEALTH CARE TRUST FUND MASS 7818616500 758 MARRETT ROAD LEXINGTON MA 02421 MICHAEL KNIGHT TREASURER 7818616500 2024-05-14 1 MICHAEL KNIGHT 999009999 1 DOUGLAS FARRINGTON P00370668 6178075000 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL KNIGHT 758 MARRETT ROAD LEXINGTON MA 02421 21628999 0 X N/A X 1993 MA MASSACHUSETTS BAY HEALTH CARE TRUST FUND IS A NONPROFIT ORGANIZATION THAT OBTAINS HEALTH INSURANCE FOR THE EMPLOYEES OF LOCAL AREA TECHNICAL SCHOOL DISTRICTS. ESTABLISHED IN DECEMBER 1993, TO OBTAIN HEALTH INSURANCE FOR THE EMPLOYEES OF GREATER LOWELL REGIONAL SCHOOL DISTRICT, MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT, NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT, AND WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL AT COSTS ELIGIBLE TO LARGER GROUPS. 16 16 0 16 0 0 0 0 20229916 21063731 328632 398617 0 0 20558548 21462348 0 0 18554675 18833386 0 0 0 0 0 114520 116625 18669195 18950011 1889353 2512337 13996752 16559040 794548 894044 13202204 15664996 X THE PURPOSES OF THE TRUST ARE TO NEGOTIATE INSURANCE RATES WITH VARIOUS PROVIDERS, ASSESS AND COLLECT MEMBER PREMIUMS, PAY EXPENDITURES OF THE TRUST, AND INVEST THE TRUST'S DEPOSITS. THE TRUST IS NOT INTENDED TO FUNCTION AS AN INSURANCE COMPANY FOR ITS MEMBERS. RATHER, IT IS A MEANS OF COMBINING THE ADMINISTRATION OF CLAIMS AND OF OBTAINING LOWER INSURANCE RATES. 0 0 THE TRUST'S OBJECTIVE IS TO LOWER INSURANCE RATES AND COMBINE ADMINISTRATION OF CLAIMS FOR THE EMPLOYEES OF GREATER LOWELL REGIONAL SCHOOL DISTRICT, MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT, NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT, AND WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X THE ORGANIZATION 7818616500 758 MARRETT ROAD LEXINGTON MA 02421 X AMY PERREAULT MANAGEMENT TRUSTEE 0.30 X 0 0 0 ANDREA MALEY-ROY LABOR/CO-CHAIR 0.30 X X 0 0 0 BARBARA WHITNEY LABOR TRUSTEE 0.30 X 0 0 0 CHERYL KELLY LABOR TRUSTEE 0.30 X 0 0 0 CYNTHIA ADLER MIRABU LABOR TRUSTEE 0.30 X 0 0 0 DANA FARRILL LABOR TRUSTEE 0.30 X 0 0 0 DONALD ROBER MANAGEMENT TRUSTEE 0.30 X 0 0 0 JACQUELINE KOTOWSKI LABOR TRUSTEE 0.30 X 0 0 0 JEFF CARLSON MANAGEMENT TRUSTEE (FROM 7/2022) 0.30 X 0 0 0 KARA KOSMES MANAGEMENT TRUSTEE 0.30 X 0 0 0 MICHAEL KNIGHT TREASURER & CO-CHAIR 0.30 X X 0 0 0 MICHELLE SHEPARD MANAGEMENT TRUSTEE 0.30 X 0 0 0 RICHARD IKONEN MANAGEMENT TRUSTEE 0.30 X 0 0 0 RICHARD PORCELLI LABOR TRUSTEE 0.30 X 0 0 0 ROBIN TYLIM LABOR ALTERNATE 0.30 X 0 0 0 TAMMY D'ENTREMONT MANAGEMENT TRUSTEE 0.30 X 0 0 0 0 0 0 0 0 0 0 0 501 (C) (9) CONTRIBUTIONS 525100 20352045 20352045 REINSURANCE PREMIUMS 522100 711686 711686 21063731 287929 287929 277339 166651 110688 110688 110688 21462348 21063731 0 398617 18833386 18120 34184 48818 6300 9203 18950011 3746660 4830673 426496 274179 170601 179213 9652995 11274975 13996752 16559040 102330 201826 692218 692218 794548 894044 X 13202204 15664996 13202204 15664996 13996752 16559040 2512337 -49545 0 X X 0 1 X 1 0 0 X 21378619 -49545 -49545 21428164 34184 34184 21462348 18915827 0 18915827 34184 34184 18950011 PART X, LINE 2: THE FOLLOWING IS PROVIDED IN THE NOTES TO THE DRAFT FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING JUNE 30, 2023: THE TRUST HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(9). THE TRUST IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE TRUST IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. FORM 990, PART VI, SECTION A, LINE 7A PER THE ARTICLES OF AGREEMENT, THE BOARD OF TRUSTEES SHALL BE DESIGNATED BY A VOTE OF THE EMPLOYER AND LABOR TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B CERTAIN MEMBERS OF THE BOARD OF TRUSTEES WILL REVIEW THE FORM 990 BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. GREATER LOWELL REGIONAL SCHOOL DISTRICT 250 PAWTUCKET BLVD TYNGSBOROUGH MA 01879 SCHOOL MA N/A N/A N/A 0 MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT 758 MARRETT RD LEXINGTON MA 02421 SCHOOL MA N/A N/A N/A 0 NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT 100 LITTLETON RD WESTFORD MA 01886 SCHOOL MA N/A N/A N/A 0 WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL 115 AMESBURY LINE RD HAVERHILL MA 01830 SCHOOL MA N/A N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 GREATER LOWELL REGIONAL SCHOOL DISTRICT S 9593739 ACTUAL MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT S 3242390 ACTUAL NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT S 2383866 ACTUAL WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL S 5132050 ACTUAL