Civic Intelligence

Massachusetts State Health Care

EIN 04-2946668 • 501(c)9 • White Plains, NY

View Organization Page

Profile

The fund provides dental and vision benefits to eligible participants and their dependents as described in the fund's plan of benefits.

CO Aeba 333 Westchester AvenueWhite Plains, NY 10604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.05x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2025

Asset Growth

58th percentile

8.8%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$21,948,570

Up $1,781,308 (+8.8%) from 2024

Liabilities

Up

$293,901

Up $49,346 (+20%) from 2024

Net Assets

Up

$21,654,669

Up $1,731,962 (+8.7%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin61st percentile

Revenue

Up

$5,963,603

Up $650,493 (+12%) from 2024

Expenses

Up

$5,315,433

Up $456,764 (+9.4%) from 2024

Net Income

Up

$648,170

Up $193,729 (+43%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $8,535,241Liabilities 2011: $581,229Net Assets 2011: $7,954,0122011Assets 2012: $9,520,147Liabilities 2012: $771,474Net Assets 2012: $8,748,6732012Assets 2013: $10,279,397Liabilities 2013: $757,022Net Assets 2013: $9,522,3752013Assets 2014: $10,869,839Liabilities 2014: $871,031Net Assets 2014: $9,998,8082014Assets 2015: $11,798,283Liabilities 2015: $586,713Net Assets 2015: $11,211,5702015Assets 2016: $11,654,727Liabilities 2016: $602,713Net Assets 2016: $11,052,0142016Assets 2017: $12,665,519Liabilities 2017: $264,992Net Assets 2017: $12,400,5272017Assets 2018: $14,603,060Liabilities 2018: $232,122Net Assets 2018: $14,370,9382018Assets 2019: $14,521,923Liabilities 2019: $252,234Net Assets 2019: $14,269,6892019Assets 2020: $16,517,778Liabilities 2020: $305,642Net Assets 2020: $16,212,1362020Assets 2021: $19,104,035Liabilities 2021: $212,247Net Assets 2021: $18,891,7882021Assets 2022: $20,191,597Liabilities 2022: $218,093Net Assets 2022: $19,973,5042022Assets 2023: $18,795,867Liabilities 2023: $230,757Net Assets 2023: $18,565,1102023Assets 2024: $20,167,262Liabilities 2024: $244,555Net Assets 2024: $19,922,7072024Assets 2025: $21,948,570Liabilities 2025: $293,901Net Assets 2025: $21,654,6692025

Highlighted filing

2025

Assets$21,948,570
Liabilities$293,901
Net Assets$21,654,669
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2011: $4,301,398Expenses 2011: $2,657,192Net Income 2011: $1,644,2062011Revenue 2012: $3,862,542Expenses 2012: $3,067,881Net Income 2012: $794,6612012Revenue 2013: $4,201,760Expenses 2013: $3,428,058Net Income 2013: $773,7022013Revenue 2014: $4,274,099Expenses 2014: $3,797,666Net Income 2014: $476,4332014Revenue 2015: $4,287,900Expenses 2015: $3,718,342Net Income 2015: $569,5582015Revenue 2016: $4,711,513Expenses 2016: $3,988,926Net Income 2016: $722,5872016Revenue 2017: $4,431,152Expenses 2017: $3,803,182Net Income 2017: $627,9702017Revenue 2018: $4,979,008Expenses 2018: $4,345,383Net Income 2018: $633,6252018Revenue 2019: $5,937,856Expenses 2019: $4,583,453Net Income 2019: $1,354,4032019Revenue 2020: $5,501,976Expenses 2020: $4,592,494Net Income 2020: $909,4822020Revenue 2021: $5,632,068Expenses 2021: $3,664,598Net Income 2021: $1,967,4702021Revenue 2022: $5,467,942Expenses 2022: $4,621,507Net Income 2022: $846,4352022Revenue 2023: $4,946,473Expenses 2023: $4,711,305Net Income 2023: $235,1682023Revenue 2024: $5,313,110Expenses 2024: $4,858,669Net Income 2024: $454,4412024Revenue 2025: $5,963,603Expenses 2025: $5,315,433Net Income 2025: $648,1702025

Highlighted filing

2025

Revenue$5,963,603
Expenses$5,315,433
Net Income$648,170
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,948,570
Liabilities
$293,901
Net assets
$21,654,669
Revenue
$5,963,603
Expenses
$5,315,433
Net income
$648,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.9$0.29$21.7$5.96$5.32$0.65
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.24$19.9$5.31$4.86$0.45
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.23$18.6$4.95$4.71$0.24
2022Detailed filing. Detailed filing data is available for this year.$20.2$0.22$20.0$5.47$4.62$0.85
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.21$18.9$5.63$3.66$1.97
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.31$16.2$5.50$4.59$0.91
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.25$14.3$5.94$4.58$1.35
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.23$14.4$4.98$4.35$0.63
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.26$12.4$4.43$3.80$0.63
2016Detailed filing. Detailed filing data is available for this year.$11.7$0.60$11.1$4.71$3.99$0.72
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.59$11.2$4.29$3.72$0.57
2014Summary only. Only limited summary data is available for this year.$10.9$0.87$10.00$4.27$3.80$0.48
2013Summary only. Only limited summary data is available for this year.$10.3$0.76$9.52$4.20$3.43$0.77
2012Summary only. Only limited summary data is available for this year.$9.52$0.77$8.75$3.86$3.07$0.79
2011Summary only. Only limited summary data is available for this year.$8.54$0.58$7.95$4.30$2.66$1.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$19,415,254
Mission and Program Overview

Mission

The fund provides dental and vision benefits to eligible participants and their dependents as described in the fund's plan of benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,922,707$21,654,669▲ $1,731,962
Investments in Publicly Traded Securities$18,166,774$19,483,545▲ $1,316,771
Cash and Non-Interest-Bearing Accounts$605,612$1,185,560▲ $579,948
Savings and Temporary Cash Investments$599,435$717,768▲ $118,333
Accounts Receivable$371,156$155,816▼ $215,340
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,167,262$21,948,570▲ $1,781,308
Other Assets Total$424,285$405,881▼ $18,404
Liabilities
Other Liabilities$164,000$226,000▲ $62,000
Accounts Payable and Accrued Expenses$80,555$67,901▼ $12,654
Total Liabilities$244,555$293,901▲ $49,346
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,922,707$21,654,669▲ $1,731,962
Total Liabilities and Net Assets / Fund Balance$20,167,262$21,948,570▲ $1,781,308
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Brent FisherEmployer Trustee
Deborah MajewskiEmployer Trustee
Michael MurrayEmployer Trustee
Patricia LavinEmployer Trustee
Teresa BelmontEmployer Trustee
Melissa ThomsonEmployer Trustee (p)
Cherly LathumUnion Trustee
Donna GuineyUnion Trustee
Marc CarbonneauUnion Trustee
Martha MiragliaUnion Trustee
Valerie QuitdamoUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Amalagmated Employee Benefit AdministratFund Administrator333 WESTCHESTER AVE, White Plains, NY 10604$265,905
Delta Dental Of MassachusettsDental Admin Fees465 MEDFORD STREET, Boston, MA 02129$190,340
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,410,542
Investment Income
$1,553,061
Other Revenue
$0
Change in Net Assets
$648,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,845,504
Revenue Not Reported on Financial Statements
$118,099
Revenue Not Reported on Form 990
$1,083,792
Total Revenue per Audited Statements
$6,929,296
Total Revenue per Form 990
$5,963,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$752,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,562,465
Fees for Services Management---$456,245
Fees for Service Investment Mgmnt Fees---$118,099
Fees for Services Other---$65,500
Office Expenses---$46,047
Insurance---$31,148
Fees for Services Legal---$20,834
Fees for Services Accounting---$13,650
Conferences and Meetings---$1,445
Total Functional Expenses$0$0$0$5,315,433

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,315,433
Expenses per Audited Statements$5,135,334
Total Expenses per Audited Statements$5,135,334
Expenses Not Reported on Financial Statements$180,099
Other Expense Adjustments$62,000
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$226,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Line 3 explanation - board of trustees entered into agreement with aeba to provide third-party administrative services.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - form 990 reviewed at full board meeting prior to electronic submission.”

Form 990, Part VI, Section B, Line 12C

“The massachusetts state health care professionals' dental fund meets regularly throughout the year and it reviews, on an annual basis with its board members, the fund's conflict of interest policy and each of the related sections contained in that policy.”

Form 990, Part VI, Section C, Line 19

“The fund provides to each of its participants, on an annual basis, a summary of the fund's financial status as required by erisa and makes available to its participants, upon request, any other governing documents or policies as required by erisa and the internal revenue service.”

Filing and Contact Details

Filer

Filer Name
Massachusetts State Health Care
EIN
04-2946668
Phone
8003384330
Address
CO AEBA 333 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604

Signing Officer

Name
Marc Carbonneau
Title
Co-chair
Phone
8003384330
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Carbonneau
Formed
1989
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees of the fund is responsible for the oversight of the audit of its financial statements and selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and to recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, plan tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefits payable 62,000.”

Raw XML AppendixShowing 400 of 404 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GainOrLossGrp/SecuritiesAmt0990909
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014442560
IRS990/GrossReceiptsAmt019415254
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt031148
IRS990/InvestmentIncomeGrp/ExclusionAmt0562152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0562152
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018166774
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019483545
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013451651
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND PROVIDES DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AS DESCRIBED IN THE FUND'S PLAN OF BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt019922707
IRS990/NetAssetsOrFundBalancesEOYAmt021654669
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0990909
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0990909
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01083792
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt046047
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0424285
IRS990/OtherAssetsTotalGrp/EOYAmt0405881
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0164000
IRS990/OtherLiabilitiesGrp/EOYAmt0226000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARC CARBONNEAU
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03051492
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11359050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03051492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11359050
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04166562
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01012725
IRS990/PYOtherExpensesAmt0692107
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04300385
IRS990/PYRevenuesLessExpensesAmt0454441
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04858669
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05313110
IRS990/ReconcilationRevenueExpnssAmt0648170
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt019922707
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt021654669
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0599435
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0717768
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0180099
IRS990ScheduleD/ExpensesSubtotalAmt05135334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0118099
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0118099
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01083792
IRS990ScheduleD/OtherExpensesNotIncludedAmt062000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0226000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt01083792
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0118099
IRS990ScheduleD/RevenueSubtotalAmt05845504
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFITS PAYABLE 62,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05315433
IRS990ScheduleD/TotalLiabilityAmt0226000
IRS990ScheduleD/TotalRevenuePerForm990Amt05963603
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06929296
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05135334
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 3 EXPLANATION - BOARD OF TRUSTEES ENTERED INTO AGREEMENT WITH AEBA TO PROVIDE THIRD-PARTY ADMINISTRATIVE SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11B EXPLANATION - FORM 990 REVIEWED AT FULL BOARD MEETING PRIOR TO ELECTRONIC SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MASSACHUSETTS STATE HEALTH CARE PROFESSIONALS' DENTAL FUND MEETS REGULARLY THROUGHOUT THE YEAR AND IT REVIEWS, ON AN ANNUAL BASIS WITH ITS BOARD MEMBERS, THE FUND'S CONFLICT OF INTEREST POLICY AND EACH OF THE RELATED SECTIONS CONTAINED IN THAT POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND PROVIDES TO EACH OF ITS PARTICIPANTS, ON AN ANNUAL BASIS, A SUMMARY OF THE FUND'S FINANCIAL STATUS AS REQUIRED BY ERISA AND MAKES AVAILABLE TO ITS PARTICIPANTS, UPON REQUEST, ANY OTHER GOVERNING DOCUMENTS OR POLICIES AS REQUIRED BY ERISA AND THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES OF THE FUND IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UMASS MEMORIAL MEDICAL CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIVERISTY OF MASSACHUSETTS MEDCIAL CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2COMMONWEALTH OF MASSACHUSETTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UMASS MEDICAL SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4UNIV OF MASS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5UNIV OF MASS MAIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0043358564
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1046014838
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2046002284
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3043167352
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020167262
IRS990/TotalAssetsEOYAmt021948570
IRS990/TotalAssetsGrp/BOYAmt020167262
IRS990/TotalAssetsGrp/EOYAmt021948570
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05315433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0244555
IRS990/TotalLiabilitiesEOYAmt0293901
IRS990/TotalLiabilitiesGrp/BOYAmt0244555
IRS990/TotalLiabilitiesGrp/EOYAmt0293901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019922707
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021654669
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04410542
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01553061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04410542
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05963603
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020167262
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021948570
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O AEBA 333 WESTCHESTER AVENUE
IRS990/USAddress/CityNm0WHITE PLAINS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010604
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC CARBONNEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08003384330
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MASSACHUSETTS STATE HEALTH CARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS' DENTAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0MASS
ReturnHeader/Filer/EIN0042946668
ReturnHeader/Filer/PhoneNum08003384330
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO AEBA 333 WESTCHESTER AVENUE
ReturnHeader/Filer/USAddress/CityNm0WHITE PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611436956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOVAK FRANCELLA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 MONUMENT RD 5TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106689400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS VERZELLA CPA
ReturnHeader/ReturnTs02025-11-17T14:46:01-06:00

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