Form 990 for tax year 2024
Filed by IBPAT DISTRICT COUNCIL NO II HEALTH FUND.
Totals
- Total revenue
- $19,045,821
- Total expenses
- $19,871,632
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $16,300,613
- Investment income
- $2,265,045
- Other revenue
- $480,163
- Total assets, end of year
- $42,472,320
- Total liabilities, end of year
- $3,316,328
- Net assets or fund balances, end of year
- $39,155,992
- 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 $15,598,940 · related or exempt $15,598,940
-
2b · Program service revenue: SELF-PAY CONTRIBUTIONS
total $701,673 · related or exempt $701,673
-
3 · Investment income
total $1,087,685 · excluded $1,087,685
-
7a · Gross sales of assets other than inventory
securities $22,873,562
-
7b · Less cost or other basis and sales expenses
securities $21,696,202
-
7c · Gain or loss
securities $1,177,360
-
7d · Net gain or loss
total $1,177,360 · excluded $1,177,360
-
11a · Other revenue: PRESCRIPTION REBATE
total $471,746 · related or exempt $471,746
-
11b · Other revenue: STOP LOSS REIMBURSEMENT
total $8,417 · related or exempt $8,417
-
11e · Other revenue, total
$480,163
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $18,393,763
-
11b · Fees: legal
total $69,300
-
11c · Fees: accounting
total $34,269
-
11f · Fees: investment management
total $298,927
-
11g · Fees: other
total $971,598
-
13 · Office expenses
total $22,608
-
19 · Conferences, conventions and meetings
total $3,171
-
23 · Insurance
total $16,535
-
24a · Other expenses: MEMBERSHIP DUES
total $61,461
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,860,269 · end of year $728,690
-
4 · Accounts receivable
beginning of year $2,506,415 · end of year $2,866,399
-
11 · Investments: publicly traded securities
beginning of year $36,774,748 · end of year $38,877,231
-
17 · Accounts payable and accrued expenses
beginning of year $92,655 · end of year $402,235
-
19 · Deferred revenue
beginning of year $100,876 · end of year $76,893
-
25 · Other liabilities
beginning of year $2,561,800 · end of year $2,837,200
-
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 $39,386,101 · end of year $39,155,992
Mission and programs · 2024
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 2024 return.
Listed in Part VII
-
Jason WerthmanJASON WERTHMAN
TRUSTEE/CO-CHAIR
- Total calculated
- $283,823
- From this org
- $0
- From related orgs
- $209,538
- Other
- $74,285
- Hours/week
- 2 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $209,538 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $60,143 related
- Nontaxable benefits
- $0 + $14,142 related
- Filer's total
- $0 + $283,823 related
-
Mark VerityMARK VERITY
TRUSTEE
- Total calculated
- $231,047
- From this org
- $0
- From related orgs
- $159,613
- Other
- $71,434
- Hours/week
- 2 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $159,613 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,392 related
- Nontaxable benefits
- $0 + $18,042 related
- Filer's total
- $0 + $231,047 related
-
Justin KelleyJUSTIN KELLEY
TRUSTEE
- Total calculated
- $220,847
- From this org
- $0
- From related orgs
- $159,613
- Other
- $61,234
- Hours/week
- 2 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $159,613 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,392 related
- Nontaxable benefits
- $0 + $7,842 related
- Filer's total
- $0 + $220,847 related
-
Joseph FazzinoJOSEPH FAZZINO
TRUSTEE
- Total calculated
- $212,125
- From this org
- $0
- From related orgs
- $142,942
- Other
- $69,183
- Hours/week
- 2 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $142,942 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $51,141 related
- Nontaxable benefits
- $0 + $18,042 related
- Filer's total
- $0 + $212,125 related
-
Malcolm MacKenzieMALCOLM MACKENZIE
TRUSTEE/CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Paul CaramanicaPAUL CARAMANICA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Andrew F MeleANDREW F MELE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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
-
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.
-
A & A ACOUSTICS INC
-
A & A DRYWALL & ACOUST INC
-
A & A WINDOW PRODUCTS INC
-
ACCURATE DOOR & WINDOW
-
ACORN GLASS INC
-
ACOUSTICS INC
-
ADVANCED EXTERIORS & GLAZING
-
AETNA BRIDGE COMPANY
-
AGA FACADES
-
ALLIED PAINTING
-
AMSTAR OF WNY INC
-
ARCHITECTURAL CURTAINWALL INC
-
ASCHER BROTHERS
-
ATLAS PAINTING & SHEETING CORP
-
ATSALIS BROTHERS PTG CO
-
AVALOTIS CORP
-
BLAST ALL INC
-
BUY-IN
-
CGM ACOUSTICS INC
-
CENTERLINE INTERIOR INC
-
CENTURY DRYWALL INC
-
CHANDLER PRODUCTS INC
-
CHAPMAN CONSTRUCTION GROUP
-
CHERRY HILL GLASS CO INC
-
CHEVIOT CORPORATION
-
CHOICE SERVICES CORP
-
CLIFTON PARK INSTALLATIONS LLC
-
COLONY DRYWALL
-
CONN ACOUSTICS INC
-
CONSTRUCTION JUNCTION
-
CRISTIANO AND SON PAINTING &
-
CROSSCUP PTG & WALLCVRNG INC
-
CT DRYWALL FINISHING
-
CUSTOM DRYWALL INC
-
DECCO INTERNATIONAL LLC
-
EF O'DONNELL & SONS CO INC
-
EPIFANO BUILDERS INC
-
FIRST CHOICE FINISHES INC
-
FIVE BROTHERS CONSTRUCTION INC
-
FONTAINE PAINTING CO INC
-
GAWCO
-
GOODTIME CONSTRUCTION INC
-
GUIDOS PLATE GLASS CO
-
H CARR & SONS INC
-
ILCO PAINTING CORP
-
INTERNATIONAL MARINE AND IND
-
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
-
ML MCDONALD
-
MACKENZIE PAINTING CO INC
-
MACKENZIE SERVICE CORP
-
MARON CONSTRUCTION COMPANY INC
-
MASSEY ARCHITECTURAL SYSTEMS
-
MASSEY'S PLATE GLASS & ALUMINU
-
MODERN GLASS & ALUMINUM INC
-
NEW ENGLAND ARCHITECT GLAZING
-
NEW ENGLAND FINISH SYSTEMS LLC
-
NEW ENGLAND GLASS & MIRROR
-
NEW HAVEN GLASS & MIRROR
-
NILES INDUSTRIAL COATINGS
-
NO MATCH FOR ER#
-
NOBLE CONSTRUCTION & MGMNT
-
NORTH POINT ARCHITECTURAL
-
NORWALK GLASS COMPANY INC
-
NOVA ARCHITECTURAL GLASS LLC
-
NUTMEG INTERIORS II
-
OWI CONTRATORS LLC
-
PS BRUCKEL INC
-
PARTITIONS INC
-
PCI ENERGY SERVICES LLC
-
PERALTA LLC
-
PERMASTEELISA NORTH AMERICA
-
PETER GISONDI & CO INC
-
PRIME COATINGS INC
-
PRO COAT INC
-
PROFESSIONAL PAINTING INC
-
RIGGS DISTLER & CO INC
-
SAFESPAN PLATFORM SYSTEMS
-
SELECT PAINT & FINISHES LLC
-
SIEMENS GENERATION SERVICES
-
SOEP PAINTING CORP
-
SUNRISE ERECTORS
-
SWEENEY DRYWALL FINISHES CORP
-
TAVARES LLC
-
THE AULSON COMPANY INC
-
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
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621319349306757
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