2024-11-14T13:15:11-06:00 2023-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-01-01 042624972 HEALTH & WELFARE TRUST FD IUOE LOCAL 877 & 70 HEAL 7817695789 1 BATTERYMARCH PARK SUITE 317 QUINCY MA 021697471 ANTHONY PISANO TRUSTEE 7817695789 2024-11-14 1 0 JEANNIE MICKEL P01058630 9789751099 2023 2024-10-15 13:58:12Z ANTHONY PISANO 1 BATTERYMARCH PARK SUITE 317 QUINCY MA 021697471 23431764 0 X HTTP://LOCAL877.ORG X 1962 MA THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH, LIFE INSURANCE, DENTAL, VISION, PRESCRIPTION DRUGS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN. 2 2 0 0 0 0 0 0 20364402 19737379 624925 517126 0 0 20989327 20254505 0 0 17634153 19834034 0 0 0 0 0 1783593 1798503 19417746 21632537 1571581 -1378032 24720405 26801192 1923604 3263363 22796801 23537829 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH, LIFE INSURANCE, DENTAL, VISION, PRESCRIPTION DRUGS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH, LIFE INSURANCE, DENTAL, VISION, PRESCRIPTION DRUGS FOR ELIGIBLE MEMBERS AND THEIR FAMILIES, AS SPECIFIED IN THE PLAN. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 0 0 0 1 0 X LAURA RUDIBAUGH 7817695789 1 BATTERYMARCH PARK SUITE 317 QUINCY MA 021697471 X MICHAEL CANNISTRARO TRUSTEE 2.00 X 0 0 0 ANTHONY PISANO TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 BENESYS INC 1 BATTERYMARCH PARK SUITE 317 QUINCY MA 02169 ADMINISTRATIVE SERVICES 257827 HEALTH PLANS INC 1500 W PARK DRIVE 330 WESTBORO MA 01581 HEALTH CLAIMS ADMINISTRATION 253592 PATRIOT MULLARE ASSOCIATES 90 DERBY STREET SUITE 200 HINGHAM MA 02043 INVESTMENT ADVISORY 220280 3 EMPLOYER CONTRIBUTIONS 900099 17151812 17151812 PARTICIPANT CONTRUBITIONS 900099 2585567 2585567 19737379 497369 497369 3197016 3177259 19757 19757 19757 20254505 19737379 0 517126 19834034 34804 15000 220280 367577 11590 1378 21080 STOP LOSS 1106919 POSTAGE AND PRINTING 9456 ACA FEES 5973 DUES AND SUBSCRIPTIONS 4446 21632537 91864 405569 2189607 987047 1895403 2451802 101346 37984 20442185 22918790 24720405 26801192 100870 105606 1822734 3157757 1923604 3263363 X 0 0 0 0 22796801 23537829 22796801 23537829 24720405 26801192 -1378032 2119060 0 X X 0 1 X 1 0 0 BENEFITS CLAIMS PAYABLE 3045492 DUE TO RELATED FUND 112265 3157757 X 22153285 2119060 2119060 20034225 220280 220280 20254505 20183735 0 20183735 220280 1228522 1448802 21632537 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 RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET CHANGE IN BENEFITS PAYABLE 1,228,522. X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF IUOE LOCALS 877 & 70 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO ADDITIONAL COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATON BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH ERISA FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. 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