2026-07-14T14:40:00-05:00 2025-08-31 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2024-09-01 042157164 PLUMBERS UNION LOCAL 12 WELFARE PLAN HEALTH AND WELFARE FUND PLUM 6172885400 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 MATTHEW COLETTI FUND ADMINISTRATOR 6172885400 2026-07-09 1 0 JEANNIE MICKEL P01058630 9789751099 2024 2025-03-06 01:10:19Z MATTHEW COLETTI 1230 MASSACHUSETTS AVENUE BOSTON MA 02125 39909773 0 X N/A X 1951 MA TO PROVIDE MEDICAL BENEFITS 7 7 16 0 0 0 0 0 37351016 34750623 1237504 1478775 0 0 38588520 36229398 0 0 37820434 41928576 250089 351040 0 0 0 601009 565545 38671532 42845161 -83012 -6615763 35755487 31971776 2598515 5213601 33156972 26758175 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 1 185 0 1 16 1 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 MATTHEW COLETTI ADMINISTRATOR 40.00 X 54257 126599 70991 JAMES F VAUGHAN 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 MATT MCGONAGLE TRUSTEE 10.00 X 0 0 0 JOSEPH CANNISTRARO TRUSTEE 10.00 X 0 0 0 KEN REAGAN TRUSTEE 10.00 X 0 0 0 KEVIN WALSH TRUSTEE 10.00 X 0 0 0 PATRICK MULKERRIN TRUSTEE 10.00 X 0 0 0 54257 126599 70991 0 0 1 0 BLUE CROSS BLUE SHIELD OF MASS PO BOX 4184 BOSTON MA 02211 CLAIMS ADMINISTRATION 2276497 1 EMPLOYER CONTRIBUTIONS 900099 32819545 32819545 EMPLOYEE CONTRIBUTIONS 900099 1931078 1931078 34750623 1221076 1221076 3938074 3680375 257699 257699 257699 36229398 34750623 0 1478775 41928576 54257 154955 56578 70793 14457 58210 67741 49632 181174 15404 2239 16711 COMPUTER 104487 ALLOCATED OPERATING EXP 45890 PRINTING 12296 PCORI FEES 9797 1964 42845161 27728 210412 12546143 8025641 4414530 3770251 411685 346891 67270 64794 18631711 19845475 68105 55203 35755487 31971776 128089 113504 2470426 5100097 2598515 5213601 X 0 0 0 0 33156972 26758175 33156972 26758175 35755487 31971776 -6615763 216966 0 X X 0 1 X 1 0 411685 346891 64794 64794 BENEFITS PAYABLE 3457229 CLAIMS INCURRED BUT NOT REPORTED 1617568 RIGHT-OF-USE LEASE LIABILITY 25300 5100097 X 36396732 216966 216966 36179766 49632 49632 36229398 40155628 0 40155628 49632 2639901 2689533 42845161 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, 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: NET CHANGE IN BENEFIT OBLIGATIONS 2,639,901. 0 0 0 MATTHEW COLETTI ADMINISTRATOR 54257 126599 0 0 0 0 18303 22902 13231 16555 85791 166056 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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