2024-09-25T10:32:09-05:00 2023-12-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-01-01 042740831 SHEET METAL WORKERS LOCAL NO 17 LABOR MANAGEMENT COOPERATION TRUST SHEE 6174265646 1157 ADAMS STREET 1ST FLOOR DORCHESTER MA 02124 RICHARD KEOGH ADMINISTRATOR 6174265646 2024-09-16 1 1 JEANNIE MICKEL P01058630 9789751099 2023 2024-08-08 14:25:15Z RICHARD KEOGH 1157 ADAMS STREET DORCHESTER MA 02124 7948360 0 X N/A X 1990 MA EMPLOYMENT OPPORTUNITIES 2 2 0 0 0 0 0 0 6792575 6989495 47811 265841 0 0 6840386 7255336 0 0 5806793 7263512 0 0 0 0 0 198225 155424 6005018 7418936 835368 -163600 6916242 6782366 3061106 6990549 3855136 -208183 EMPLOYMENT OPPORTUNITIES THROUGH FAIR CONTRACTS 0 0 7263512 6989495 TO PROMOTE/PROVIDE EMPLOYMENT OPPORTUNITIES AND JOB SAFETY. 7263512 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 1 1 0 X RICHARD KEOGH 6174265646 1157 ADAMS STREET DORCHESTER MA 02124 JEFF CHASE TRUSTEE 20.00 X 0 0 0 ROBERT BUTLER TRUSTEE 40.00 X 0 0 0 RICHARD KEOGH ADMINISTRATOR 10.00 X 0 165077 85359 0 165077 85359 0 0 1 0 0 ER CONTRIBUTIONS 525100 6989495 6989495 6989495 151090 151090 807775 693024 114751 114751 114751 7255336 6989495 0 265841 7263512 7263512 110504 110504 9500 9500 10086 10086 1244 1244 3200 3200 6390 6390 DONATIONS 14500 14500 7418936 7263512 155424 0 299402 255633 884165 913315 460 35 32919 32919 0 0 5732215 5613383 6916242 6782366 9500 9500 3051606 6981049 3061106 6990549 X 3855136 -208183 3855136 -208183 6916242 6782366 X -163600 43252 -3942971 X X 0 1 X 1 0 32919 32919 0 0 BENEFITS PAYABLE 532803 ESTIMATED COMMITTED CONTRACTS 6448246 6981049 X 7298588 43252 43252 7255336 0 7255336 7418936 0 7418936 0 7418936 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. 0 0 0 RICHARD KEOGH ADMINISTRATOR 0 165077 0 0 0 0 0 55345 0 30014 0 250436 0 0 FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION IS A COLLECTIVELY BARGAINED FUND WITH BOTH UNION AND MANAGEMENT TRUSTEES, THAT IS ORGANIZED WITH MEMBERS WHO ELECT THEIR GOVERNING BODY AND HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE LABOR UNION ELECT THE MEMBERS OF THE ORGANIZATIONS GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TRUSTEES REVIEW THE FINAL 990 BEFORE FILING. AFTER FILING THE 990, COPIES ARE DISTRIBUTED TO THE GOVERNING BODY AT THE NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS IN ACCORDANCE WITH THE BYLAWS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN ESTIMATE FOR COMMITTED CONTRACTS -3,942,971. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR SHEET METAL WORKERS LOCAL 17 INSURANCE FUND 1157 ADAMS STREET 1ST FLOOR DORCHESTER MA 02124 042088633 EMPLOYEE BENEFITS MA 0 SHEET METAL WORKERS LOCAL 17 ANNUITY FUND 1157 ADAMS STREET 1ST FLOOR DORCHESTER MA 02124 046394579 EMPLOYEE BENEFITS MA 0 SHEET METAL WORKERS LOCAL 17 SUPPLEMENTAL PENSION FUND 1157 ADAMS STREET 1ST FLOOR DORCHESTER MA 02124 200845880 EMPLOYEE BENEFITS MA 0 SHEET METAL WORKERS LOCAL 17 UNION 1157 ADAMS STREET 1ST FLOOR DORCHESTER MA 02124 046133804 UNION MA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 SHEET METAL WORKERS INSURANCE M 110504 ACTUAL EXPENSES