2025-10-24T07:50:42-05:00 2024-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-01-01 042628775 ROOFERS UNION LOCAL NO 33 ADMINISTRATION FUND ROOF 7813411657 53 EVANS DRIVE STOUGHTON MA 02072 PAUL BICKFORD TRUSTEE 7813411657 2025-10-02 1 1 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z PAUL BICKFORD 53 EVANS ST STOUGHTON MA 02072 628967 0 X N/A X 1979 MA PROCESS EMPLOYER BENEFIT CONTRIBUTIONS UNDER A COLLECTIVE BARGAINING AGREEMENT. 6 6 4 0 0 0 0 0 550318 588627 6668 40340 0 0 556986 628967 0 0 0 0 427182 490700 0 0 0 129804 138267 556986 628967 0 0 52135 174484 51587 173936 548 548 ADMINISTRATION PROGRAM ESTABLISHED TO COLLECT CONTRIBUTIONS FROM APPROXIMATELY 20 PARTICIPATING EMPLOYERS FOR VARIOUS BENEFITS ESTABLISHED UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH ROOFERS UNION LOCAL NO. 33. 0 0 ADMINISTRATION PROGRAM ESTABLISHED TO COLLECT CONTRIBUTIONS FROM APPROXIMATELY 20 PARTICIPATING EMPLOYERS FOR VARIOUS BENEFITS ESTABLISHED UNDER THE COLLECTIVE BARGAINING AGREEMENT WITH ROOFERS UNION LOCAL NO. 33. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 4 1 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 0 1 0 X ANNA BROUSAIDES 7813411657 53 EVANS DRIVE STOUGHTON MA 02072 JOHN MEAD TRUSTEE 2.00 X 0 0 0 JOHN MARCONE TRUSTEE 2.00 X 0 0 0 MARK BROUSSEAU TRUSTEE 2.00 X 0 0 0 DAVID KLEIN TRUSTEE 2.00 X 0 0 0 THOMAS S GUNNING TRUSTEE 2.00 X 0 0 0 PAUL BICKFORD TRUSTEE 2.00 X 0 0 0 ANNA BROUSAIDES ADMINISTRATOR 40.00 X 136770 0 74644 136770 0 74644 1 0 1 0 0 JOINT OPERATING COSTS 900099 588627 588627 588627 40340 40340 628967 588627 0 40340 136770 145262 103034 84018 21616 7558 15345 11242 10520 2407 COMPUTER EXPENSE 86140 TELEPHONE 5055 628967 13028 159855 26180 12832 72989 72989 0 0 12927 1797 52135 174484 14102 17570 25000 25000 12485 131366 51587 173936 X 0 0 0 0 0 0 548 548 52135 174484 0 0 X X 0 1 X 0 0 0 0 72989 72989 0 0 RIGHT OF USE ASSET LIABILITY 1797 DUE TO AFFILIATED FUNDS 129569 131366 X 628967 0 628967 0 628967 628967 0 628967 0 628967 PART X, LINE 2: THE ROOFERS' ADMINISTRATION FUND IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE FUND IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. WE HAVE DETERMINED THAT THE FUND IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 ANNA BROUSAIDES ADMINISTRATOR 136770 0 0 0 0 0 47330 0 27314 0 211414 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION OF UNION MEMBERS WHO PARTICIPATE IN THE ROOFERS UNION LOCAL NO. 33 BENEFIT FUNDS FORM 990, PART VI, SECTION A, LINE 7A THE UNION MEMBERS APPOINT THREE TRUSTEES TO THE GOVERNING BOARD AND THE PARTICIPATING EMPLOYERS APPOINT THREE. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE THE BENEFITS PACKAGE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALD OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR REVIEWS THE FORM 990 WITH A GROUP OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS BASED ON COMPARABILITY DATA FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE FUND OFFICE. FORM 990, PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ROOFERS UNION LOCAL NO 33 INSURANCE FUND 53 EVANS DRIVE STOUGHTON MA 02072 046148460 MA 0 ROOFERS UNION LOCAL NO 33 PENSION FUND 53 EVANS DRIVE STOUGHTON MA 02072 042228135 MA 0 ROOFERS UNION LOCAL NO 33 THRIFT FUND 53 EVANS DRIVE STOUGHTON MA 02072 046358332 MA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ROOFERS UNION LOCAL NO 33 INSURANCE FUND Q 148631 PRO RATA SHARE OF COSTS ROOFERS UNION LOCAL NO 33 PENSION FUND Q 162489 PRO RATA SHARE OF COSTS ROOFERS UNION LOCAL NO 33 THRIFT FUND Q 254675 PRO RATA SHARE OF COSTS