2023-11-09T13:09:49-06:00 2022-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2022-01-01 046266388 PLUMBERS LOCAL 12 EDUCATION FUND PLUM 6172881010 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 RICHARD CARTER APPRENTICE COORDINATOR 6172881010 2023-11-03 1 RICHARD CARTER 999009999 1 JEANNIE MICKEL P01058630 9789751099 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD CARTER 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 4120422 0 X N/A X 1980 MA TO TEACH AND TRAIN UNION MEMBERS. 22 22 26 0 0 0 0 0 3577372 3786053 384198 246819 208383 46288 4169953 4079160 0 0 503597 494321 1632861 1584286 0 0 0 802594 1053087 2939052 3131694 1230901 947466 9310062 9296863 246138 326249 9063924 8970614 TO TEACH AND TRAIN UNION MEMBERS. 0 0 2395709 3832341 EDUCATION OF MEN AND WOMEN APPRENTICES IN A FIVE YEAR PROGRAM IN THE PLUMBING INDUSTRY. COURSES ARE ALSO PROVIDED FOR THE UPGRADING OF JOURNEYMEN SKILLS IN THE PLUMBING INDUSTRY. 2395709 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 382 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 X RICHARD CARTER 6172881010 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 TIMOTHY G FANDEL TRUSTEE 10.00 X 0 0 0 ANDREW DEANGELO TRUSTEE 10.00 X 0 0 0 FRANK AMATO TRUSTEE 10.00 X 0 0 0 DAN BENT TRUSTEE 10.00 X 0 0 0 JIM VAUGHAN TRUSTEE 10.00 X 0 0 0 JOSEPH CANNISTRARO TRUSTEE 10.00 X 0 0 0 PATRICK MULKERRIN TRUSTEE 10.00 X 0 0 0 MICHAEL PETRILLI TRUSTEE 10.00 X 0 0 0 MATT MCGONAGLE TRUSTEE 10.00 X 0 0 0 PAUL DIONNE TRUSTEE 10.00 X 0 0 0 JOSEPH KYNE TRUSTEE 10.00 X 0 0 0 JOHN MARANI TRUSTEE 10.00 X 0 0 0 JOE VALANTE TRUSTEE 10.00 X 0 0 0 KEVIN WALSH TRUSTEE 10.00 X 0 0 0 HILLIARD BAKER TRUSTEE 10.00 X 0 0 0 SHAWN GUERTIN TRUSTEE 10.00 X 0 0 0 TOM HANNON JR TRUSTEE 10.00 X 0 0 0 PATRICK DOOLAN TRUSTEE 10.00 X 0 0 0 KEN REAGAN TRUSTEE 10.00 X 0 0 0 EDWARD STRICKLAND TRUSTEE 10.00 X 0 0 0 RICHARD CARTER TRAINING COORDINATOR 40.00 X 225876 0 66151 225876 0 66151 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 3786053 3786053 3786053 188915 188915 99166 41262 57904 57904 57904 UA GRANT INCOME 900099 27000 27000 APPLICATION FEES 900099 19288 19288 46288 4079160 3832341 0 246819 494321 494321 224564 224564 870710 790390 80320 244304 112750 131554 153409 86742 66667 91299 73788 17511 18000 18000 38425 38425 20232 20232 19627 19627 40562 40562 20879 20879 97084 97084 7915 7915 30814 30814 26268 26268 EDUCATION MATERIALS 327002 327002 PER CAPITA 231937 231937 INSTRUCTOR TRAINING 48525 48525 GRADUATION EXPENSES 33977 33977 91840 60464 31376 3131694 2395709 735985 0 133451 35408 736996 1478767 373525 412576 12586 22202 971938 776914 202316 195024 463044 383482 7388144 6642962 0 126442 9310062 9296863 246138 200138 0 126111 246138 326249 X 9063924 8970614 9063924 8970614 9310062 9296863 947466 -1040776 0 X 0 1 X 0 0 X 364717 286241 78476 556943 453322 103621 50278 37351 12927 195024 SEI CORE FIXED INCOME FUND 2609543 F SEI LIMITED DURATION BOND 1198395 F SEI OPPORTUNISTIC INCOME FUND 849817 F ULTRA SHORT DURATION BOND FUND 923644 F SEI S&P 500 LCX 547494 F SEI WORLD EQUITY EX-US FUND 514069 F 6642962 RIGHT-OF-USE OPERATING LEASE LIABILITY 126111 126111 X 3018152 -1040776 -1040776 4058928 20232 20232 4079160 3111462 0 3111462 20232 20232 3131694 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, 2022, 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 X 0 0 0 0 0 0 0 0 0 RICHARD CARTER TRAINING COORDINATOR 225876 0 0 0 0 0 37387 0 28764 0 292027 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A COLLECTIVELY BARGAINED FUND WITH BOTH UNION AND MANAGEMENT TRUSTEES THAT IS ORGANIZED WITH MEMEBERS WHO ELECT THEIR GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B PER THE COLLECTIVE BARGAINING AGREEMENT SOME DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE ORGANIZATION'S FORM 990 SHALL BE MADE AVAILABLE, UPON REQUEST, IN A TIMELY MANNER, AND WITHOUT CHARGE OR SUBJECT TO THE CHARGES PERMITTED BY LAW TO ANY INDIVIDUALS WHO REQUEST IT. FORM 990, PART VI, SECTION B, LINE 12C AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THE BOARD OF TRUSTEES OR COMMITTEE THEREOF, OTHER THAN THE INTERESTED PERSON, SHALL DISCUSS AND VOTE PURSUANT TO THE PROVISIONS OF THE AGREEMENT AND DECLARATION OF TRUST IN ORDER TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15B A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE TRAINING DIRECTOR UTILIZING INDUSTRY SPECIFIC REPORTS AND OTHER STUDIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST PLUMBERS UNION LOCAL 12 ANNUITY FUND 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 042621293 EMPLOYEE BENEFITS MA 501(C)(9) 0 PLUMBERS UNION LOCAL 12 PENSION FUND 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 046023174 EMPLOYEE BENEFITS MA 501(C)(9) 0 PLUMBERS UNION LOCAL 12 WELFARE PLAN 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 042157164 EMPLOYEE BENEFITS MA 501(C)(9) 0 PLUMBERS UNION LOCAL 12 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 041106780 LABOR UNION MA 501(C)(5) 0 PLUMBERS UNION LOCAL 12 LABOR-MANAGEMENT COOPERATION TRUST 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 046742981 LABOR MANAGEMENT MA 501(C)(5) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0