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Nonprofiteer
← NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND

Form 990 for tax year 2022

Filed by NEW ENGLAND HEALTH CARE EMPLOYEES WELFARE FUND.

Totals

Total revenue
$45,253,329
Total expenses
$37,884,123
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$44,106,371
Investment income
$56,276
Other revenue
$1,090,682
Total assets, end of year
$43,108,107
Total liabilities, end of year
$5,291,162
Net assets or fund balances, end of year
$37,816,945
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 $43,261,226 · related or exempt $43,261,226

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $845,145 · related or exempt $845,145

  • 3 · Investment income

    total $620,737 · excluded $620,737

  • 7a · Gross sales of assets other than inventory

    securities $13,065,413

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

    securities $13,629,874

  • 7c · Gain or loss

    securities -$564,461

  • 7d · Net gain or loss

    total -$564,461 · excluded -$564,461

  • 11a · Other revenue: BENEFITS RECOVERED

    total $643,506 · related or exempt $643,506

  • 11b · Other revenue: ANTITRUST PROCEEDS

    total $292,474 · related or exempt $292,474

  • 11c · Other revenue: MEDICARE SUBSIDY REBATE

    total $98,656 · related or exempt $98,656

  • 11d · All other revenue

    total $56,046 · related or exempt $56,046

  • 11e · Other revenue, total

    $1,090,682

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $33,484,982

  • 7 · Other salaries and wages

    total $963,165

  • 8 · Pension plan contributions

    total $94,639

  • 9 · Other employee benefits

    total $214,135

  • 10 · Payroll taxes

    total $78,806

  • 11b · Fees: legal

    total $93,000

  • 11c · Fees: accounting

    total $62,430

  • 11f · Fees: investment management

    total $101,981

  • 11g · Fees: other

    total $1,985,167

  • 13 · Office expenses

    total $279,228

  • 14 · Information technology

    total $291,999

  • 16 · Occupancy

    total $66,028

  • 17 · Travel

    total $215

  • 19 · Conferences, conventions and meetings

    total $14,954

  • 22 · Depreciation, depletion and amortization

    total $10,360

  • 23 · Insurance

    total $51,570

  • 24a · Other expenses: DUES ASSESSMENT

    total $71,385

  • 24b · Other expenses: PATIENT RESEARCH FEE

    total $17,092

  • 24c · Other expenses: PROPERTY TAX

    total $2,987

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,952,007 · end of year $2,020,687

  • 2 · Savings and temporary cash investments

    beginning of year $6,509,239 · end of year $4,290,738

  • 4 · Accounts receivable

    beginning of year $4,432,896 · end of year $3,861,613

  • 9 · Prepaid expenses and deferred charges

    beginning of year $110,436 · end of year $111,097

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

    $682,971

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

    $655,262

  • 10c · Land, buildings and equipment, net

    beginning of year $15,360 · end of year $27,709

  • 11 · Investments: publicly traded securities

    beginning of year $16,141,627 · end of year $20,850,758

  • 12 · Investments: other securities

    beginning of year $5,569,851 · end of year $10,338,786

  • 15 · Other assets

    beginning of year $2,339,281 · end of year $1,606,719

  • 17 · Accounts payable and accrued expenses

    beginning of year $161,578 · end of year $83,968

  • 25 · Other liabilities

    beginning of year $4,053,326 · end of year $5,207,194

  • 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 $32,855,793 · end of year $37,816,945

Mission and programs · 2022

Mission

PROVIDE HEALTH & WELFARE BENEFITS

  • THE FUND PROVIDED THE FOLLOWING HEALTH & WELFARE BENEFITS TO APPROXIMATELY 7000 ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS: HEALTH, HEARING AID, VISION, DENTAL, DISABILITY, PRESCRIPTION DRUG, DEATH, SCHOLARSHIPS, ACCIDENTAL DEATH & DISMEMBERMENT, MENTAL HEALTH & SUBSTANCE ABUSE.

As filed on the 2022 return.

Listed in Part VII

  • Arnold Avila

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brenda Morrisette

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David Pickus

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jesse Martin

    UNION TRUSTEE

    Total calculated
    $124,763
    From this org
    $0
    From related orgs
    $98,701
    Other
    $26,062
    Hours/week
    2 + 38 related

  • Mark Schwartz

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary Coleman-McNamara

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Natalia Cook

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Patrick Quinn

    UNION TRUSTEE (P)

    Total calculated
    $144,450
    From this org
    $0
    From related orgs
    $112,477
    Other
    $31,973
    Hours/week
    2 + 38 related

  • Robert Baril

    UNION TRUSTEE (P)

    Total calculated
    $160,049
    From this org
    $0
    From related orgs
    $123,947
    Other
    $36,102
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,947 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,767 related
    Nontaxable benefits
    $0 + $25,335 related
    Filer's total
    $0 + $160,049 related

  • Suzanne Clark

    UNION TRUSTEE

    Total calculated
    $149,994
    From this org
    $0
    From related orgs
    $116,058
    Other
    $33,936
    Hours/week
    2 + 38 related

  • Charles Rubeor

    FUND EMPLOYEE

    Total calculated
    $160,559
    From this org
    $99,572
    From related orgs
    $24,893
    Other
    $36,094
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $99,572 + $24,893 related
    Bonus
    $0
    Other
    $0
    Deferred
    $8,961 + $2,240 related
    Nontaxable benefits
    $19,914 + $4,979 related
    Filer's total
    $128,447 + $32,112 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

None.

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.

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.

  • 60 WEST ICARE

  • ADVANCE NURSING REHAB CENTER

  • AVERY HEIGHTSCHURCH HOMES INC

  • AUTUMN HEALTHCARE AT NORWALK

  • AUTUMN HEALTHCARE AT NORWALK - LPN'S

  • BIDWELL CARE CENTER

  • C & W FACILITY

  • CASSENA OF NORWALK

  • CHELSEA PLACE

  • COLONIAL HEALTH & REHAB

  • COMMUNITY HEALTH RESOURCES

  • COMPASS- WATERBURY HOSPITAL

  • FARMINGTON CARE CENTER

  • GENERATIONS FAMILY HEALTH CENTER

  • HARRINGTON COURT-COMPLETECARE

  • HCSG-60 WEST 2 REPORTS

  • HCSG-BIDWELL CARE CENTER

  • HCSG- WESTSIDE CARE CENTER

  • HCSG- FARMINGTON CARE CENTER

  • HCSG-MERIDEN CARE CENTER

  • HCSG-AVERY CHURCH HOMES

  • HCSG-HARRINGTON COURT

  • HCSG-PARKVILLE

  • JACC OF DANIELSON

  • MERIDEN CARE CENTER

  • NATCHAUG HOSPITAL

  • NEHCE -TRAINING FUND

  • NEHCE - EMPLOYEE UNION - 1199

  • NEHCE-EMPLOYEE UNION 1199 RI

  • NEHCE - WELFARE FUND

  • NEW ENGLAND RESIDENTIAL SERVICES - NERS

  • NORTHEAST DEPT OF HEALTH

  • OPCO ST CAMILLUS

  • ORANGE HEALTH CARE

  • PARKVILLE

  • SOUTHPORT CENTER

  • SOUTHPORT CENTER-LPN'S

  • NEW HAVEN CENTER

  • TORRINGTON CENTER

  • WATERBURY CENTER

  • WEST HAVEN CENTER

  • ST FRANCIS HOSPITAL - MOUNT SINAI

  • ST MARY'S HOME INC

  • STAMFORD HOSPITALSODEXO

  • TRINITY HILL

  • UNIVERSITY OF BRIDGEPORT SODEXO

  • WATERBURY HOSPITAL (2)

  • WESTSIDE CARE CENTER

  • WINTONBURY

  • WOMEN & INFANTS

  • YOUTH CONTINUUM

Provenance

Return type
form_990
Tax year
2022
Filed
9 October 2023
IRS schema version
2022v5.0
Source object
202332829349300748

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