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← NORTHERN NEW ENGLAND BENEFIT TRUST (DBA ALLEGIANT CARE)

Form 990 for tax year 2022

Filed by NORTHERN NEW ENGLAND BENEFIT TRUST (DBA ALLEGIANT CARE).

Totals

Total revenue
$253,708,744
Total expenses
$219,119,672
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$246,474,105
Investment income
$6,762,069
Other revenue
$472,570
Total assets, end of year
$368,013,677
Total liabilities, end of year
$7,340,382
Net assets or fund balances, end of year
$360,673,295
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 $237,704,281 · related or exempt $237,704,281

  • 2b · Program service revenue: MEMBER CONTRIBUTIONS

    total $8,237,215 · related or exempt $8,237,215

  • 2c · Program service revenue: ADMINSTRATIVE FEE

    total $403,326 · related or exempt $403,326

  • 2d · Program service revenue: FORFITURES

    total $129,283 · related or exempt $129,283

  • 3 · Investment income

    total $5,310,052 · excluded $5,310,052

  • 6a · Gross rents

    real property $145,461

  • 6b · Less rental expenses

    real property $70,899

  • 6c · Rental income or loss

    real property $74,562

  • 6d · Net rental income or loss

    total $74,562 · excluded $74,562

  • 7a · Gross sales of assets other than inventory

    securities $222,875,989

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

    securities $221,423,972

  • 7c · Gain or loss

    securities $1,452,017

  • 7d · Net gain or loss

    total $1,452,017 · excluded $1,452,017

  • 10a · Gross sales of inventory

    $3,841,488

  • 10b · Cost of goods sold

    $3,443,480

  • 10c · Net income from sales of inventory

    total $398,008 · related or exempt $398,008

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $203,185,787

  • 5 · Compensation of officers, directors and key employees

    total $590,508

  • 7 · Other salaries and wages

    total $2,082,776

  • 8 · Pension plan contributions

    total $700,362

  • 9 · Other employee benefits

    total $974,012

  • 10 · Payroll taxes

    total $188,946

  • 11b · Fees: legal

    total $469,247

  • 11c · Fees: accounting

    total $92,657

  • 11f · Fees: investment management

    total $862,459

  • 11g · Fees: other

    total $556,913

  • 13 · Office expenses

    total $749,536

  • 14 · Information technology

    total $439,247

  • 16 · Occupancy

    total $297,238

  • 19 · Conferences, conventions and meetings

    total $166,447

  • 22 · Depreciation, depletion and amortization

    total $109,812

  • 23 · Insurance

    total $129,531

  • 24a · Other expenses: BENEFIT RELATED ADMINIS

    total $7,524,194

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $104,982,953 · end of year $110,428,314

  • 4 · Accounts receivable

    beginning of year $17,381,744 · end of year $17,988,405

  • 9 · Prepaid expenses and deferred charges

    beginning of year $266,440 · end of year $259,265

  • 10a · Land, buildings and equipment: cost or other basis

    $2,845,301

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,449,293

  • 10c · Land, buildings and equipment, net

    beginning of year $1,441,975 · end of year $396,008

  • 11 · Investments: publicly traded securities

    beginning of year $91,117,462 · end of year $108,532,069

  • 12 · Investments: other securities

    beginning of year $118,541,788 · end of year $130,285,117

  • 15 · Other assets

    beginning of year $118,989 · end of year $124,499

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,129,019 · end of year $1,605,720

  • 19 · Deferred revenue

    beginning of year $5,221,373 · end of year $4,939,557

  • 25 · Other liabilities

    beginning of year $795,105 · end of year $795,105

  • 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 $326,705,854 · end of year $360,673,295

Mission and programs · 2022

Mission

TO PARTNER WITH ITS TEAMSTER MEMBERS AND THEIR EMPLOYERS TO PROVIDE HIGH QUALITY, COMPREHENSIVE, AND COST-EFFECTIVE HEALTHCARE BENEFITS FOR THOSE MEMBERS AND THEIR FAMILIES TO IMPROVE AND MAINTAIN THEIR QUALITY OF LIFE.

Activities or mission (Part I)

AT ALLEGIANT CARE, WE ARE COMMITTED TO PROVIDING QUALITY, COMPREHENSIVE, AND AFFORDABLE HEALTHCARE AND PRESCRIPTION BENEFITS. OUR MISSION IS TO ASSIST AND ADVOCATE FOR YOU AND YOUR DEPENDENTS WHILE NAVIGATING THE INCREASINGLY COMPLEX HEALTHCARE SYSTEM. THIS IS OUR MISSION AND OUR RESPONSIBILITY TO YOU AS FELLOW TEAMSTERS.

  • TO PROVIDE HEALTH AND OTHER WELFARE BENEFITS TO ELIGIBLE EMPLOYEES COVERED BY A TEAMSTER COLLECTIVE BARGAINING AGREEMENT AND THEIR DEPENDENTS AS WELL AS ASSOCIATED RETIREES AND THEIR DEPENDENTS.

  • THE TRUST PROVIDES PHARMACY BENEFIT MANAGEMENT SERVICES TO OTHER HEALTH AND WELFARE FUNDS.

As filed on the 2022 return.

Listed in Part VII

  • Robert Holmes

    TRUSTEE

    Total calculated
    $41,355
    From this org
    $16,500
    From related orgs
    $0
    Other
    $24,855
    Hours/week
    2

  • Dennis McGuire

    TRUSTEE

    Total calculated
    $41,355
    From this org
    $16,500
    From related orgs
    $0
    Other
    $24,855
    Hours/week
    2

  • Robert Robichaud

    TRUSTEE

    Total calculated
    $41,355
    From this org
    $16,500
    From related orgs
    $0
    Other
    $24,855
    Hours/week
    2

  • Ronald Rabideau

    TRUSTEE

    Total calculated
    $38,355
    From this org
    $13,500
    From related orgs
    $0
    Other
    $24,855
    Hours/week
    2

  • Jeffrey Padellaro

    TRUSTEE, CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • George Belanger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rocco Calo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Frank O'Hanlon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tony St Hilaire

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brett Miller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christina Kosha

    FUND DIRECTOR

    Total calculated
    $432,779
    From this org
    $362,734
    From related orgs
    $0
    Other
    $70,045
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $331,484
    Bonus
    $31,250
    Other
    $0
    Deferred
    $45,190
    Nontaxable benefits
    $24,855
    Filer's total
    $432,779

  • Eric Eichen

    OPERATIONS MANAGER

    Total calculated
    $180,682
    From this org
    $116,115
    From related orgs
    $0
    Other
    $64,567
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $109,000
    Bonus
    $7,115
    Other
    $0
    Deferred
    $39,712
    Nontaxable benefits
    $24,855
    Filer's total
    $180,682

  • Carolyn Madden

    ACCOUNTING MANAGER

    Total calculated
    $185,544
    From this org
    $108,999
    From related orgs
    $0
    Other
    $76,545
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $101,884
    Bonus
    $7,115
    Other
    $0
    Deferred
    $51,690
    Nontaxable benefits
    $24,855
    Filer's total
    $185,544

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 · Compensation committee
  • 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.

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.

  • A COOPER MECHANICAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • AB NATIONAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ABF FREIGHT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • AIRGAS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • AIRGAS EAST

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ANTHEM CLAIMS - AB RETIREE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ASSOCIATED GROCERS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ATKINSON

    CONTRIBUTING EMPLOYER OF THE VEBA

  • AUGUST A BUSCH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BELKNAP COUNTY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BHI ENERGY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BIMBO BAKERIES

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BOOTHBAY WATER DISTRICT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BORGGAARD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BOSTON GLOBE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BOSTON HOUSING AUTH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BROOKLINE HOUSING AUTH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • BUCKSPORT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CAPE ANN TRANSPORTATION

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CARRIER CORPORATION

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CARROLL COUNTY SHERIFF

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CASELLA WASTE MANAGEMENT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CENTRAL PARKING SYSTEM

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CITY OF BIDDEFORD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CITY OF CALAIS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CITY OF ROCKLAND

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CITY OF WESTBROOK

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CLIFFORD W PERHAM (SHAWS)

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CMC MECHANICAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • COLONIAL WHOLESALE BEV

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CROSSMAN PLUMBING & HEATING

    CONTRIBUTING EMPLOYER OF THE VEBA

  • CUMBERLAND CTY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • DANVERS INDUSTRIAL PACKAGING

    CONTRIBUTING EMPLOYER OF THE VEBA

  • DEXTER

    CONTRIBUTING EMPLOYER OF THE VEBA

  • EASTERN BAG & PAPER

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ELMET TECHNOLOGIES

    CONTRIBUTING EMPLOYER OF THE VEBA

  • EUROVIA ATLANTICLANE CONSTRUCTION

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FERGUSON ENTERPRISES

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FIRST STUDENT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FIRST TRANSIT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FM KUZMESKUS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FORT KENT MSAD #27

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FRANKLIN COUNTY COMMISSIONERS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • FRITO LAY INC

    CONTRIBUTING EMPLOYER OF THE VEBA

  • GM WHITE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • GREEN MOUNTAIN TRANSIT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • HOP ENERGY LLC

    CONTRIBUTING EMPLOYER OF THE VEBA

  • HANCOCK COUNTY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • HANSEN AEROSPACE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • HANSEN ENGINEERING

    CONTRIBUTING EMPLOYER OF THE VEBA

  • HARRY GRODSKY & CO

    CONTRIBUTING EMPLOYER OF THE VEBA

  • HONEYWELL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • INDEPENDENT PIPEBOSTON PIPE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • JG MACLELLAN CONCRETE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • JAY MECHANICAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • JK MECHANICAL & FABRICATION

    CONTRIBUTING EMPLOYER OF THE VEBA

  • JOHN W DANWORTH COMPANY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • JOHNSON CONTROLS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • KEIVER WILLARD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • KENNEBUNK SEWER DISTRICT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LAWRENCE HOUSING AUTH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LAWRENCE LYNCH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LAWRENCE LYNCH MATERIALS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LAZ PARKING

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LINCOLN SCHOOL RSU 67

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LOCAL 693

    CONTRIBUTING EMPLOYER OF THE VEBA

  • LUCINI BUS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MANAFORT TRANSIT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MANCHESTER BY THE SEA

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MANCHESTER REDIMIX

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MANCHESTER SAND & GRAVEL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MARITIME TERMINAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MARTIGNETTI

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MCGINN BUS CO

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MONDELEZ INTERNATIONAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MOUNTAIN AIR SYSTEMS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • MULTI CRAFT MECHANICAL

    CONTRIBUTING EMPLOYER OF THE VEBA

  • NASHUA POLICE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • NE TEAMSTERS PENSION FUND

    CONTRIBUTING EMPLOYER OF THE VEBA

  • NEW PENN MOTOR

    CONTRIBUTING EMPLOYER OF THE VEBA

  • NH DISTRIBUTORS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • NORTHSTAR STEEL & ALUM

    CONTRIBUTING EMPLOYER OF THE VEBA

  • OLD COLONY - L59

    CONTRIBUTING EMPLOYER OF THE VEBA

  • OUELETTE PLUMBING & HEATING

    CONTRIBUTING EMPLOYER OF THE VEBA

  • PRING PLUMBING

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ROCHESTER LIBRARIANS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ROCKINGHAM COUNTY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • RYDER SYSTEMS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • SANDBORN REG SCHOOL DIST

    CONTRIBUTING EMPLOYER OF THE VEBA

  • SODEXO CAMPUS SERVICES

    CONTRIBUTING EMPLOYER OF THE VEBA

  • SOMERSET COUNTY SHERIFF

    CONTRIBUTING EMPLOYER OF THE VEBA

  • ST ALBANS COOP CREAMERY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • STUDENT TRANSPORTATION OF AMERICA

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TEAMSTERS JC #10

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TEAMSTERS L122

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TEAMSTERS LOCAL 340

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TEAMSTERS LOCAL 42

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TEAMSTERS LOCAL 59

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TEAMSTERS LOCAL 597

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOMRA

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF BAILEYVILLE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF BEDFORD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF BERLIN VT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF BERWICK

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF DERRY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF DIXFIELD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF ELIOT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF FARMINGTON

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF GILFORD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF JAY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF KITTERY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF LINCOLN

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF LIVERMORE FALLS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF MILFORD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF NORWAY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF OGUNQUIT

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF PETERBOROUGH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF PITTSFIELD

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF PLAISTOW

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF RANGELEY

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF RAYMOND

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF THOMASTON

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF WELLS

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TOWN OF WILTON

    CONTRIBUTING EMPLOYER OF THE VEBA

  • TRUE VALUE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • UA OF P&P

    CONTRIBUTING EMPLOYER OF THE VEBA

  • UNITED PARCEL SERVICE

    CONTRIBUTING EMPLOYER OF THE VEBA

  • UNIVERSITY OF NH

    CONTRIBUTING EMPLOYER OF THE VEBA

  • VEOLIA NORTH AMERICA

    CONTRIBUTING EMPLOYER OF THE VEBA

  • YRC FREIGHT

    CONTRIBUTING EMPLOYER OF THE VEBA

Provenance

Return type
form_990
Tax year
2022
Filed
22 April 2024
IRS schema version
2022v5.0
Source object
202431849349301458

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