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← IBPAT DISTRICT COUNCIL NO II HEALTH FUND

Form 990 for tax year 2022

Filed by IBPAT DISTRICT COUNCIL NO II HEALTH FUND.

Totals

Total revenue
$17,756,310
Total expenses
$16,652,316
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,847,927
Investment income
$750,117
Other revenue
$1,158,266
Total assets, end of year
$39,885,458
Total liabilities, end of year
$2,605,230
Net assets or fund balances, end of year
$37,280,228
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $15,125,932 · related or exempt $15,125,932

  • 2b · Program service revenue: SELF-PAY CONTRIBUTIONS

    total $721,995 · related or exempt $721,995

  • 3 · Investment income

    total $897,678 · excluded $897,678

  • 7a · Gross sales of assets other than inventory

    securities $6,096,385

  • 7b · Less cost or other basis and sales expenses

    securities $6,243,946

  • 7c · Gain or loss

    securities -$147,561

  • 7d · Net gain or loss

    total -$147,561 · excluded -$147,561

  • 11a · Other revenue: STOP LOSS REIMBURSEMENT

    total $780,227 · related or exempt $780,227

  • 11b · Other revenue: PRESCRIPTION REBATE

    total $378,039 · related or exempt $378,039

  • 11e · Other revenue, total

    $1,158,266

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $15,284,282

  • 11b · Fees: legal

    total $73,300

  • 11c · Fees: accounting

    total $38,154

  • 11f · Fees: investment management

    total $261,781

  • 11g · Fees: other

    total $904,492

  • 13 · Office expenses

    total $16,301

  • 19 · Conferences, conventions and meetings

    total $3,389

  • 23 · Insurance

    total $10,713

  • 24a · Other expenses: MEMBERSHIP DUES

    total $31,624

  • 24b · Other expenses: DUES ASSESSMENT

    total $23,860

  • 24c · Other expenses: PCORI FEE

    total $4,420

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,759,396 · end of year $3,398,005

  • 4 · Accounts receivable

    beginning of year $2,127,934 · end of year $3,381,651

  • 11 · Investments: publicly traded securities

    beginning of year $32,636,664 · end of year $33,105,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,988 · end of year $87,983

  • 19 · Deferred revenue

    beginning of year $111,335 · end of year $137,747

  • 25 · Other liabilities

    beginning of year $1,554,512 · end of year $2,379,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $34,852,159 · end of year $37,280,228

Mission and programs · 2022

Mission

TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

  • TO PROVIDE VARIOUS FORMS OF HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES OF THIS FUND.

As filed on the 2022 return.

Listed in Part VII

  • Mark Verity

    TRUSTEE

    Total calculated
    $220,246
    From this org
    $0
    From related orgs
    $152,400
    Other
    $67,846
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,400 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,864 related
    Nontaxable benefits
    $0 + $17,982 related
    Filer's total
    $0 + $220,246 related

  • Justin Kelley

    TRUSTEE

    Total calculated
    $200,413
    From this org
    $0
    From related orgs
    $143,939
    Other
    $56,474
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $143,939 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,722 related
    Nontaxable benefits
    $0 + $7,752 related
    Filer's total
    $0 + $200,413 related

  • Jason Werthman

    TRUSTEE/CO-CHAIR

    Total calculated
    $271,953
    From this org
    $0
    From related orgs
    $201,539
    Other
    $70,414
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,539 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $56,512 related
    Nontaxable benefits
    $0 + $13,902 related
    Filer's total
    $0 + $271,953 related

  • Malcolm MacKenzie

    TRUSTEE/CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Andrew F Mele

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Paul Caramanica

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joseph Fazzino

    TRUSTEE

    Total calculated
    $201,618
    From this org
    $0
    From related orgs
    $135,988
    Other
    $65,630
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,988 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $47,648 related
    Nontaxable benefits
    $0 + $17,982 related
    Filer's total
    $0 + $201,618 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • IUPAT DC 11

    501(C)(5) · LABOR UNION · CT

  • IUPAT LOCAL 195

    501(C)(5) · LABOR UNION · CT

  • CITY OF BRIDGEPORT

    LOCAL GOVERNMENT · CT

  • FINISHING TRADES INSTITUTE OF SOUTHERN NE

    501(C)(3) · UNION TRAINING FUND · CT

  • PROVIDENCE HOUSING AUTHORITY

    QUASI GOVT AGENCY · RI

  • RHODE ISLAND TURNPIKE AND BRIDGE AUTHORITY

    QUASI GOVT AGENCY · RI

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • 610 CONSTRUCTORS JT VENTURE

  • A & A DRYWALL & ACOUST INC

  • A & A WINDOW PRODUCTS INC

  • ACCURATE DOOR & WINDOW

  • ACORN GLASS INC

  • ACOUSTICS INC

  • ALLIED PAINTING

  • ALLSPEC CONSTRUCTION INC

  • ANDERSEN INTERIOR CONTRACTING

  • ARENA MAINTENANCE SOLUTIONS

  • ASCHER BROTHERS CO INC

  • ATLAS PAINTING & SHEETING CORP

  • ATSALIS BROTHERS PTG CO

  • BEST PAINT CORP

  • BHI ENERGY

  • BLAST ALL INC

  • CGM ACOUSTICS INC

  • CENTERLINE INTERIOR INC

  • CENTURY DRYWALL INC

  • CHAMPION PAINTING SPECIAL SVS

  • CHAMPIONS SPECIAL SVS

  • CHANDLER PRODUCTS INC

  • CHERRY HILL GLASS CO INC

  • CLIFTON MIRRIR & GLASS CO INC

  • COASTAL GLASING LLC

  • COLONY DRYWALL

  • CONN ACOUSTICS INC

  • CONSTRUCTION JUNCTION

  • CROSSCUP PTG & WALLCVRNG INC

  • CT DRYWALL FINISHING

  • CUSTOM DRYWALL INC

  • DAY & ZIMMERMAN NPS

  • DECCO INTERNATIONAL LLC

  • EF O'DONNELL & SONS CO INC

  • EPIFANO BUILDERS INC

  • FCS GROUP LLC

  • FIRST CHOICE FINISHES INC

  • FONTAINE PAINTING CO INC

  • GREENWOOD INDUSTRIES INC

  • GUIDOS PLATE GLASS CO

  • H CARR & SONS INC

  • ILCO PAINTING CORP

  • J & G GLASS CO INC

  • J & K DRYWALL INC

  • J&M STEEL ERECTORS

  • JACKSON GLASS INC

  • JESSICA CONTRACTING INC

  • JOHN CANNING & CO LTD

  • JOHN W EGAN CO INC

  • JOMAR PAINTING LLC

  • KANE CONTRACTING INC

  • KELTIC PAINTING CONTRACTORS

  • KIVA SYSTEMS INC

  • MACKENZIE PAINTING CO INC

  • MACKENZIE SERVICE CORP

  • MARON CONSTRUCTION COINC

  • MASSEY'S PLATE GLASS & ALUMINU

  • MODERN GLASS & ALUMINUM INC

  • NEW ENGLAND ARCHITECT GLAZING

  • NEW HAVEN GLASS & MIRROR

  • NILES INDUSTRIAL COATINGS

  • NORWALK GLASS COMPANY INC

  • NUTMEG INTERIORS II

  • ORBIS INC

  • OWI CONTRACTORS LLC

  • PARTITIONS INC

  • PETER GISONDI & CO INC

  • PROFESSIONAL PAINTING INC

  • PRP SERVICES INC

  • RIGGS DISTLER & CO INC

  • SAFESPAN PLATFORM SYSTEMS

  • SALEM GLASS CO

  • SAM CORTEZ INC

  • SCHOLAR PAINTING AND RESTORATI

  • SOEP PAINTING CORP

  • SUNRISE ERECTORS

  • SWEENEY DRYWALL FINISHES CORP

  • SY BEE CONTRCATING INC

  • TAVARES LLC

  • THE AULSON COMPANY INC

  • THOMAS FD INC

  • THOMARIOS

  • TOWER MAINTENANCE CORP

  • TRI-STATE PAINTING

  • US DRYWALL INC

  • VOGEL GLASS CO LLC

  • VS&CO CORPORATE FINISHES INC

  • WF SHEA & CO INC

  • WILLIAMS SPECIALTY SERVICES LLC

  • ZAPATA CONSTRUCTION CO CIN

  • INTERNATIONAL MARINE & IND

  • RI TURNPIKE & BRIDGE AUTHORITY

Provenance

Return type
form_990
Tax year
2022
Filed
10 April 2024
IRS schema version
2022v5.0
Source object
202441019349301544

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