2026-02-11T14:07:27-06:00 2025-05-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-06-01 042845153 COMMONWEALTH OF MASSACHUSETTSNAGE HEALTH & WELFARE FUND COMM 6177738947 159 BURGIN PARKWAY QUINCY MA 02169 JOHANNA MCNALLY FUND ADMINISTRATOR 6177738947 2025-12-24 1 0 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z JOHANNA MCNALLY 159 BURGIN PARKWAY QUINCY MA 02169 19297051 0 X N/A X TRUST 1984 MA TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS 14 14 4 0 0 0 0 0 13872911 14373395 542121 940009 50352 63791 14465384 15377195 0 0 11443753 13345232 544682 521816 0 0 0 337687 313448 12326122 14180496 2139262 1196699 24544350 26394729 3179727 3483101 21364623 22911628 TO OBTAIN AND ADMINISTER THE BENEFIT PROGRAM FOR ELIGIBLE PARTICPANT 0 0 PROVIDE WELFARE BENEFITS TO EMPLOYEES UNDER COLLECTIVE BARGAINING AGREEMENT 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 38 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOHANNA MCNALLY 6177738947 159 BURGIN PARKWAY QUINCY MA 02169 SUE TURNER UNION TRUSTEE 0.00 X 0 0 0 KIMBERLY HOWLAND-DAILEY UNION TRUSTEE 0.00 X 0 0 0 LAUREN LANGIONE UNION TRUSTEE 0.00 X 0 0 0 PATRICK BEAULIEU UNION TRUSTEE 0.00 X 0 0 0 DEBORAH CRORY MANAGEMENT TRUSTEE 0.00 X 0 0 0 MELISSA DIORIO MANAGEMENT TRUSTEE 0.00 X 0 0 0 CHRISTOPHER BARRY UNION TRUSTEE 0.00 X 0 0 0 MARIANNE DILL CO-CHAIRMAN/MANAGEMENT TRU 0.00 X 0 0 0 JOSHUA PRADA MANAGEMENT TRUSTEE 0.00 X 0 0 0 CASSANDRA BEARCE UNION TRUSTEE 0.00 X 0 0 0 MAURA RYAN-CIARDIELLO UNION TRUSTEE 0.00 X 0 0 0 WENDY CHU MANAGEMENT TRUSTEE 0.00 X 0 0 0 MARK SPENGLER MANAGEMENT TRUSTEE 0.00 X 0 0 0 JOHANNA MCNALLY FUND ADMINISTRATOR 40.00 X 131841 0 11796 131841 0 11796 1 0 0 0 DELTA DENTAL OF MASSACHUSETTS PO BOX 249 THIENSVILLE WI 53092 NETWORK ACCESS FEE 695289 1 EMPLOYER CONTRIBUTIONS 900099 13561795 13561795 EMPLOYER CONTRIBUTIONS - EAP 900099 550000 550000 COBRA SUBSIDY CONTRIBUTIONS 900099 261600 261600 14373395 605736 605736 4254129 3919856 334273 334273 334273 ADMINISTRATIVE FEES 561000 63791 63791 63791 15377195 14437186 0 940009 13345232 114669 263503 45647 64783 33214 27000 28752 80340 61574 20671 24576 25000 1759 19397 PRINTING AND POSTAGE 10535 EQUIPMENT 6382 TELEPHONE 5908 EAP PRINTING 815 739 14180496 255780 205499 6778017 7682759 2074203 2447609 16128 20514 78493 74626 5625 3867 13823922 14879844 847731 955168 742944 199469 24544350 26394729 23651 34528 3156076 3448573 3179727 3483101 X 0 0 0 0 21364623 22911628 21364623 22911628 24544350 26394729 1196699 350306 0 X X 0 1 X 1 0 78493 74626 3867 3867 ESTIMATED LIABILITY FOR INCURRED BUT NOT REPORTED CLAIMS (IBNR) 2390821 ESTIMATED LIABILITY FOR FUTURE BENEFITS 1057752 3448573 X 15647161 350306 350306 15296855 80340 80340 15377195 13807659 0 13807659 80340 292497 372837 14180496 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 MAY 31, 2025 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: CHANGE IN BENEFITS PAYABLE SCH D, PAGE 4, PART XII LINE 4B CHANGE IN BENEFITS PAYABLE FORM 990, PART VI, SECTION A, LINE 6 COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS OF COMMONWEALTH OF MASSACHUSETTS / NAGE HEALTH AND WELFARE FUND. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES OF COMMONWEALTH OF MASSACHUSETTS / NAGE HEALTH AND WELFARE FUND MEETS REGULARY THROUGHOUT THE YEAR AND IT REVIEWS, ON AN ANNUAL BASIS WITH ITS BOARD MEMBERS, THE FUND'S CODE OF CONDUCT POLICY AND EACH OF THE RELATED SECTIONS CONTAINED IN THAT POLICY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF COMMONWEALTH OF MASSACHUSETTS / NAGE HEALTH AND WELFARE FUND MEETS REGULARY THROUGHOUT THE YEAR AND IT REVIEWS, ON AN ANNUAL BASIS WITH ITS BOARD MEMBERS, THE FUND'S CODE OF CONDUCT POLICY AND EACH OF THE RELATED SECTIONS CONTAINED IN THAT POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY LEVEL AND RELATED BENEFITS OF THE FUND ADMINISTRATOR IS REVIEWED BY A SUB-COMMITTEE WHICH IS COMPRISED OF AT LEAST TWO (2) MEMBERS OF THE BOARD OF TRUSTEES. THE RECOMMENDATION OF THE SUB-COMMITTEE IS BROUGHT BEFORE THE FULL ATTENDING BOARD OF TRUSTEES FOR THEIR FINAL REVIEW AND VOTE BEFORE BEING IMPLEMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS OR SELECTION OF INDEPENDANT ACCOUNTANT. GOVERNMENT EMPLOYEES NAGE SEIU 159 BURGIN PARKWAY QUINCY MA 02169 042209421 UNION REPRESENTATIVE MA 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 GOVERNMENT EMPLOYEES NAGE SEIU K 25000 AMOUNT PAID