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← IBPAT DISTRICT COUNCIL NO II HEALTH FUND

Form 990 for tax year 2023

Filed by IBPAT DISTRICT COUNCIL NO II HEALTH FUND.

Totals

Total revenue
$17,440,078
Total expenses
$16,462,029
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,437,671
Investment income
$2,449,955
Other revenue
$552,452
Total assets, end of year
$42,141,432
Total liabilities, end of year
$2,755,331
Net assets or fund balances, end of year
$39,386,101
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 $13,749,912 · related or exempt $13,749,912

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

    total $687,759 · related or exempt $687,759

  • 3 · Investment income

    total $1,131,996 · excluded $1,131,996

  • 7a · Gross sales of assets other than inventory

    securities $29,001,404

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

    securities $27,683,445

  • 7c · Gain or loss

    securities $1,317,959

  • 7d · Net gain or loss

    total $1,317,959 · excluded $1,317,959

  • 11a · Other revenue: PRESCRIPTION REBATE

    total $512,744 · related or exempt $512,744

  • 11b · Other revenue: STOP LOSS REIMBURSEMENT

    total $39,708 · related or exempt $39,708

  • 11e · Other revenue, total

    $552,452

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $15,010,228

  • 11b · Fees: legal

    total $69,300

  • 11c · Fees: accounting

    total $40,620

  • 11f · Fees: investment management

    total $274,059

  • 11g · Fees: other

    total $1,011,902

  • 13 · Office expenses

    total $8,178

  • 19 · Conferences, conventions and meetings

    total $2,104

  • 23 · Insurance

    total $9,701

  • 24a · Other expenses: DUES ASSESSMENT

    total $14,270

  • 24b · Other expenses: MEMBERSHIP DUES

    total $12,675

  • 24c · Other expenses: PCORI FEE

    total $8,992

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,398,005 · end of year $2,860,269

  • 4 · Accounts receivable

    beginning of year $3,381,651 · end of year $2,506,415

  • 11 · Investments: publicly traded securities

    beginning of year $33,105,802 · end of year $36,774,748

  • 17 · Accounts payable and accrued expenses

    beginning of year $87,983 · end of year $92,655

  • 19 · Deferred revenue

    beginning of year $137,747 · end of year $100,876

  • 25 · Other liabilities

    beginning of year $2,379,500 · end of year $2,561,800

  • 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 $37,280,228 · end of year $39,386,101

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • Mark Verity

    TRUSTEE

    Total calculated
    $222,335
    From this org
    $0
    From related orgs
    $152,882
    Other
    $69,453
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,882 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $51,411 related
    Nontaxable benefits
    $0 + $18,042 related
    Filer's total
    $0 + $222,335 related

  • Justin Kelley

    TRUSTEE

    Total calculated
    $212,105
    From this org
    $0
    From related orgs
    $152,882
    Other
    $59,223
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,882 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $51,411 related
    Nontaxable benefits
    $0 + $7,812 related
    Filer's total
    $0 + $212,105 related

  • Jason Werthman

    TRUSTEE/CO-CHAIR

    Total calculated
    $272,548
    From this org
    $0
    From related orgs
    $200,599
    Other
    $71,949
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,599 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $57,867 related
    Nontaxable benefits
    $0 + $14,082 related
    Filer's total
    $0 + $272,548 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
    $204,243
    From this org
    $0
    From related orgs
    $136,942
    Other
    $67,301
    Hours/week
    2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,942 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,259 related
    Nontaxable benefits
    $0 + $18,042 related
    Filer's total
    $0 + $204,243 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 PLUS INSTALLATIONS LLC

  • ACCURATE DOOR & WINDOW

  • ACORN GLASS INC

  • ACOUSTICS INC

  • AETNA BRIDGE COMPANY

  • ALLIED PAINTING

  • ALLSPEC CONSTRUCTION INC

  • AMERICAN FINISH SYSTEM INC

  • ANDERSEN INTERIOR CONTRACTING

  • ARCHITECTURAL CURTAINWALL INC

  • ATLAS PAINTING & SHEETING CORP

  • ATLANTIC CONTRCTING & SPEC LLC

  • ATSALIS BROTHERS PTG CO

  • BHI ENERGY

  • BLAST ALL INC

  • BUY-IN

  • CGM ACOUSTICS INC

  • CENTERLINE INTERIOR INC

  • CENTURY DRYWALL INC

  • CHAPMAN CONSTRUCTION GROUP

  • CHANDLER PRODUCTS INC

  • CHERRY HILL GLASS CO INC

  • CLIFTON ARCHITECTURAL GLASS

  • COLONY DRYWALL

  • CONN ACOUSTICS INC

  • CONSTRUCTION JUNCTION

  • CROSSCUP PTG & WALLCVRNG INC

  • CT DRYWALL FINISHING

  • CUSTOM DRYWALL INC

  • DECCO INTERNATIONAL LLC

  • DYNAMIC SANDBLASTING AND PAIN

  • EF O'DONNELL & SONS CO INC

  • EPIFANO BUILDERS INC

  • EVERGREENE ARCHITECTURAL ARTS

  • FCS GROUP LLC

  • FIRST CHOICE FINISHES INC

  • FONTAINE PAINTING CO INC

  • G & G PLASTER

  • GOODTIME CONSTRUCTION INC

  • GUIDOS PLATE GLASS CO

  • H CARR & SONS INC

  • ILCO PAINTING CORP

  • INTERNATIONAL MARINE AND IND

  • 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

  • KELTIC PAINTING CONTRACTORS

  • KIVA SYSTEMS INC

  • L & L PAINTING CO INC

  • MACKENZIE PAINTING CO INC

  • MACKENZIE SERVICE CORP

  • MARON CONSTRUCTION CO INC

  • MASSEY'S PLATE GLASS & ALUMINU

  • MASSEY ARCHITECTURAL SYSTEMS

  • MODERN GLASS & ALUMINUM INC

  • NEW ENGLAND ARCHITECT GLAZING

  • NEW ENGLAND GLASS & MIRROR

  • NEW HAVEN GLASS & MIRROR

  • NILES INDUSTRIAL COATINGS

  • NORTH POINT ARCHITECTURAL

  • NORWALK GLASS COMPANY INC

  • NUTMEG INTERIORS II

  • ORBIS INC

  • OWI CONTRACTORS LLC

  • PARTITIONS INC

  • PCI ENERGY SERVICES LLC

  • PERMASTEELISA NORTH AMERICA

  • PETER GISONDI & CO INC

  • PRO COAT INC

  • PROFESSIONAL PAINTING INC

  • PRP SERVICES INC

  • PS BRUCKEL INC

  • RIGGS DISTLER & CO INC

  • SAFESPAN PLATFORM SYSTEMS

  • SALEM GLASS CO

  • SCHOLAR PAINTING AND RESTORATI

  • SIEMENS GENERATION SERVICES

  • SOEP PAINTING CORP

  • SWANSON & YOUNGDALE INC

  • SWEENEY DRYWALL FINISHES CORP

  • TAVARES LLC

  • THOMARIOS

  • TOWER MAINTENANCE CORP

  • TRI-STATE PAINTING

  • TSIEXTERIOR WALL SYSTEMS INC

  • US DRYWALL INC

  • ULTRA DRYWALL FINISHERS INC

  • VOGEL GLASS CO LLC

  • VS&CO CORPORATE FINISHES INC

  • WF SHEA & CO INC

  • WILLIAMS SPECIALTY SERVICES LLC

  • ZAPATA CONSTRUCTION CO INC

Provenance

Return type
form_990
Tax year
2023
Filed
12 April 2025
IRS schema version
2023v6.0
Source object
202501029349300420

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