2025-07-14T11:06:15-05:00 2024-09-30 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-10-01 046358332 ROOFERS UNION LOCAL NO 33 THRIFT FUND ROOF 7813411657 53 EVANS DRIVE STOUGHTON MA 02072 PAUL BICKFORD TRUSTEE 7813411657 2025-07-14 1 0 JEANNIE MICKEL P01058630 9789751099 2023 2025-03-06 01:10:19Z PAUL BICKFORD 53 EVANS DRIVE STOUGHTON MA 02072 16576397 0 X N/A X 1976 MA THE FUND PROVIDES ANNUITY AND VACATION BENEFITS FOR APPROXIMATELY 1,251 MEMBERS OF ROOFERS LU 33. THE ANNUITY BENEFITS ARE DERIVED FROM EMPLOYER CONTRIBUTIONS WHILE VACATION BENEFITS ARE COLLECTED FROM MEMBERS PAYROLL DEDUCTIONS AND ADMINISTERED BY THE FUND FOR THEM. 6 6 0 0 0 0 0 0 12335396 13301319 6532589 3265167 8033 9911 18876018 16576397 0 0 10140450 11331019 0 0 0 0 0 352132 400457 10492582 11731476 8383436 4844921 97673344 121758530 3116 2623 97670228 121755907 TO PROVIDE ANNUITY AND VACATION BENEFITS TO MEMBERS OF THE UNION 0 0 THE FUND PROVIDES ANNUITY AND VACATION BENEFITS FOR MEMBERS OF THE ROOFERS LU 33. THE ANNUITY BENEFITS ARE DERIVED FROM EMPLOYER CONTRIBUTIONS WHILE VACATION BENEFITS ARE COLLECTED FROM MEMBERS PAYROLL DEDUCTIONS HELD BY THE FUND ON THEIR BEHALF AND PAID TO THEM UPON REQUEST. 0 0 0 0 0 0 0 0 0 0 1 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 1 155 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 0 0 0 1 0 0 1 1 1 0 X ANNA BROUSAIDES 7813411657 53 EVANS DRIVE STOUGHTON MA 02072 X PAUL BICKFORD TRUSTEE 2.00 X 0 0 0 JOHN MARCONE TRUSTEE 2.00 X 0 0 0 JOHN MEAD TRUSTEE 2.00 X 0 0 0 BRIAN BROUSSEAU TRUSTEE 2.00 X 0 0 0 DAVID KLEIN TRUSTEE 2.00 X 0 0 0 THOMAS GUNNING TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 9470336 9470336 EMPLOYEE CONTRIBUTIONS 900099 3830983 3830983 13301319 3265167 3265167 REVENUE SHARING 900099 9911 9911 9911 16576397 13301319 0 3275078 11331019 10750 55104 16458 4173 14370 11575 ADMINISTRATION FEES 222464 RECORDKEEPING FEES 65563 11731476 11570 16211 1266265 1148651 1912579 1954900 613825 881420 26431397 27644651 67437708 90112697 97673344 121758530 3116 2623 3116 2623 X 0 0 0 0 97670228 121755907 97670228 121755907 97673344 121758530 4844921 19240758 0 X X 0 1 X 1 0 0 VANGUARD RET 2020 6820416 F VANGUARD RET 2025 9346477 F VANGUARD RET 2030 11657747 F VANGUARD RET 2035 11868049 F VANGUARD RET 2040 14820056 F VANGUARD RET 2045 11931311 F VANGUARD RET 2050 8576820 F VANGUARD RET 2055 4312362 F SAGIC DIVERSIFIED BOND II 8478980 F AFL CIO 2300479 F 90112697 X 35817155 19240758 19240758 16576397 0 16576397 11731476 0 11731476 0 11731476 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 SEPTEMBER 30, 2024, 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. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION CONSISTS OF UNION MEMBERS WHO PARTICIPATE IN THE ROOFERS UNION LU 33 THRIFT FUND FORM 990, PART VI, SECTION A, LINE 7A THE UNION MEMBERS APPOINT THREE TRUSTEES TO THE GOVERNING BOARD AND THE PARTICIPATING EMPLOYERS APPOINT THREE TRUSTEES TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE THE BENFITS PACKAGE FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B ADMINISTRATOR REVIEWS FILINGS WITH AUDITOR AND A GROUP OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH ERISA FORM 990, PART VI, SECTION B, LINE 15 WITH APPROVAL OF THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES SELECTS THE INDEPENDENT ACCOUNTANT AND REVIEWS THE AUDITED FINANCIAL STATEMENTS. ROOFERS UNION LOCAL 33 ADMINISTRATION FUND 53 EVANS DRIVE STOUGHTON MA 02072 042628775 PROVIDES JOINT ADMINISTRATION OF THE ROOFERS UNION 33 BENEFITS MA 501(C) N/A 0 ROOFERS UNION LOCAL 33 INSURANCE FUND 53 EVANS DRIVE STOUGHTON MA 02072 046148460 PROVIDES MEDICAL, LIFE AND DISABILITY BENEFITS MA 501(C) N/A 0 ROOFERS UNION LOCAL 33 PENSION FUND 53 EVANS DRIVE STOUGHTON MA 02072 042228135 PROVIDES RETIREMENT BENEFITS MA 501(C) N/A 0 ROOFERS UNION LOCAL 33 53 EVANS DRIVE STOUGHTON MA 02072 041786120 LOCAL UNION MA 501(C) N/A 0 ROOFERS UNION LOCAL 33 JAC FUND 53 EVANS DRIVE STOUGHTON MA 02072 042474138 TRAINING FUND MA 501(C) N/A 0 ROOFERS 33 INC 53 EVANS DRIVE STOUGHTON MA 02072 042710032 TITLE HOLDING COMPANY MA 501(C) N/A 0 APEX GREEN ROOFS INC 17 PARKER ST NEWBURY MA 01951 MA APOLLO ROOFING 316 LOCKWOOD ST PROVIDENCE MA 02907 MA COMMERCIAL RI MEMBERS 340 KENNEDY DR PUTNAM CT 06260 CT COMMERCIAL ROOFING CO INC 340 KENNEDY DRIVE PUTNAM CT 06260 CT COMMONWEALTH BLDG OFFICE STAFF 17 ROCKVIEW WAY ROCKLAND MA 02370 MA COMMONWEALTH BUILDING SYSTEMS 17 ROCKVIEW WAY ROCKLAND MA 02370 MA FEELEYMCANESPIE INC 200 TANNER ST LOWELL MA 01852 MA FLAGSHIPGREENWOOD INDUSTRIES PO BOX 2800 MILLBURY MA 01613 MA GILBERT & BECKER COINC 16-24 CLAPP ST DORCHESTER MA 02125 MA GREENWOOD INDUSTRIES INC POBOX 2800 WORCESTER MA 01613 MA LEADING WAY ROOFING & SHTMETAL 31 PERKINS ST BROCKTON MA 02302 MA LGR1 INC 165 CHELMSFORD ST LOWELL MA 01851 MA MARSHALL ROOFING COINC PO BOX 3279 PEABODY MA 01960 MA MIKE KOBITHEN ROOFING INC 2200 WAKELING ST PHILADELPHIA PA 19137 PA PJ MCKENNA ROOFING INC PO BOX 3132 PAWTUCKET RI 02861 RI RELIABLE ROOFING & SHEET METAL 290 VANDERBILT AVE NORWOOD MA 02062 MA ROTH BROS INC 3847 CRUM ROAD YOUNGSTOWN OH 44515 OH SHEA JOHN F CO INC 655 BODWELL ST AVON MA 02322 MA SILKTOWN ROOFING INC 100 DAVIS ST DOUGLAS MA 01516 MA TITAN ROOFING COINC 200 TAPLEY STREET SPRINGFIELD MA 01104 MA 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 ROOFERS UNION LOCAL NO 33 ADMINISTRATION FUND P 268653 FAIR VALUE