2024-10-25T12:18:12-05:00 2023-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-01-01 046266388 PLUMBERS LOCAL 12 EDUCATION FUND PLUM 6172881010 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 RICHARD CARTER APPRENTICE COORDINATOR 6172881010 2024-10-21 1 1 JEANNIE MICKEL P01058630 9789751099 2023 2024-10-15 13:58:12Z RICHARD CARTER 1240 MASSACHUSETTS AVENUE BOSTON MA 02125 7512927 0 X N/A X 1980 MA TO TEACH AND TRAIN UNION MEMBERS. 22 22 23 0 0 0 0 0 3786053 3893829 246819 163661 46288 5397 4079160 4062887 0 0 494321 504958 1584286 1816440 0 0 0 1053087 1132312 3131694 3453710 947466 609177 9296863 10410619 326249 322568 8970614 10088051 TO TEACH AND TRAIN UNION MEMBERS. 0 0 2652806 3899226 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. 2652806 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 1 398 0 1 23 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 X 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 234112 0 68086 KIMBERLY GARSIDE INSTRUCTOR 40.00 X 162165 0 68671 PAUL MCSWEENEY INSTRUCTOR 40.00 X 174058 0 68671 DARREN MCDONALD INSTRUCTOR 40.00 X 154456 0 68671 JOSEPH KYNE INSTRUCTOR 40.00 X 157307 0 68671 882098 0 342770 5 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 3893829 3893829 3893829 314254 314254 3299447 3450040 -150593 -150593 -150593 APPLICATION FEES 900099 5397 5397 5397 4062887 3899226 0 163661 504958 504958 234112 234112 1028881 912527 116354 272564 135976 136588 170281 101992 68289 110602 88648 21954 18000 18000 46381 46381 21074 21074 15344 15344 24045 24045 20497 20497 100570 100570 11685 11685 32332 32332 26076 26076 EDUCATION MATERIALS 325723 325723 PER CAPITA 245719 245719 GRADUATION EXPENSES 64947 64947 INSTRUCTOR TRAINING 60496 60496 119423 67233 52190 3453710 2652806 800904 0 35408 24643 1478767 1962923 412576 448480 22202 13932 1017179 809247 195024 207932 383482 480793 6642962 7152515 126442 119401 9296863 10410619 200138 204930 126111 117638 326249 322568 X 8970614 10088051 8970614 10088051 9296863 10410619 609177 508260 0 X 0 1 X 0 0 X 364717 291452 73265 602184 476615 125569 50278 41180 9098 207932 SEI CORE FIXED INCOME FUND 1497419 F SEI LIMITED DURATION BOND 3010582 F SEI S&P 500 LCX 772083 F SEI WORLD EQUITY EX-US FUND 546507 F SIIT MULTI ASSET REAL RETURN FUND #316 651873 F SEI REAL RETURN A 674051 F 7152515 RIGHT-OF-USE OPERATING LEASE LIABILITY 117638 117638 X 4550073 508260 508260 4041813 21074 21074 4062887 3432636 0 3432636 21074 21074 3453710 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, 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. 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 234112 0 0 0 0 0 38780 0 29306 0 302198 0 0 0 PAUL MCSWEENEY INSTRUCTOR 174058 0 0 0 0 0 39233 0 29438 0 242729 0 0 0 KIMBERLY GARSIDE INSTRUCTOR 162165 0 0 0 0 0 39233 0 29438 0 230836 0 0 0 JOSEPH KYNE INSTRUCTOR 157307 0 0 0 0 0 39233 0 29438 0 225978 0 0 0 DARREN MCDONALD INSTRUCTOR 154456 0 0 0 0 0 39233 0 29438 0 223127 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