2024-07-11T14:49:30-05:00 2023-08-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2022-09-01 042157164 PLUMBERS UNION LOCAL 12 WELFARE PLAN HEALTH AND WELFARE FUND PLUM 6172885400 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 MATTHEW COLETTI FUND ADMINISTRATOR 6172885400 2024-07-11 1 MATTHEW COLETTI 999009999 0 JEANNIE MICKEL P01058630 9789751099 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW COLETTI 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 43435060 0 X N/A X 1951 MA TO PROVIDE MEDICAL BENEFITS 7 7 13 0 0 0 0 0 35418064 38457450 785459 323954 0 0 36203523 38781404 0 0 33053104 33563410 349594 400908 0 0 0 368065 400710 33770763 34365028 2432760 4416376 27992767 32821531 434998 539356 27557769 32282175 TO PROVIDE MEDICAL BENEFITS 0 0 TO PROVIDE HEALTH AND OTHER SPECIFIED BENEFITS TO ALL ELIGIBLE MEMBERS/DEPENDENTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN. 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 1 172 0 1 13 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 X MATTHEW COLETTI 6172885400 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 ROGER B GILL ADMINISTRATOR 40.00 X 56208 131151 67350 JAMES F VAUGHAN TRUSTEE 10.00 X 0 0 0 ANDREW DEANGELO TRUSTEE 10.00 X 0 0 0 PAUL J DIONNE TRUSTEE 10.00 X 0 0 0 TIMOTHY FANDEL TRUSTEE 10.00 X 0 0 0 JOSEPH CANNISTRARO TRUSTEE 10.00 X 0 0 0 BARRY KEADY TRUSTEE 10.00 X 0 0 0 KEVIN WALSH TRUSTEE 10.00 X 0 0 0 56208 131151 67350 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 36814232 36814232 EMPLOYEE CONTRIBUTIONS 900099 1643218 1643218 38457450 867537 867537 4110073 4653656 -543583 -543583 -543583 38781404 38457450 0 323954 33563410 58046 194319 45912 82512 20119 58690 37483 46432 68251 4999 969 16762 ALLOCATED OPERATING EXP 63872 UTILIZATION MANAGEMENT 53700 COMPUTER 19714 PRINTING 13172 16666 34365028 197377 145005 7302694 10934878 3862768 4637945 322632 295221 19848 27411 16591703 17001945 18377 74347 27992767 32821531 83210 101395 351788 437961 434998 539356 X 0 0 0 0 27557769 32282175 27557769 32282175 27992767 32821531 4416376 308029 0 X X 0 1 X 1 0 322632 295221 27411 27411 BENEFITS PAYABLE 225006 CLAIMS INCURRED BUT NOT REPORTED 168314 RIGHT-OF-USE LEASE LIABILITY 44641 437961 X 39043001 308029 308029 38734972 46432 46432 38781404 34277063 0 34277063 46432 41532 87964 34365027 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 AUGUST 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 BENEFIT OBLIGATIONS 41,532. 0 0 0 ROGER B GILL ADMINISTRATOR 56208 131151 0 0 0 0 14141 23944 10866 18399 81215 173494 0 0 FORM 990, PART VI, SECTION B, LINE 11B ADMINISTRATOR REVIEWS FILINGS WITH AUDITOR AND BOARD 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 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. 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