Civic Intelligence

Teamsters Local Union No 671 Health Services and Insurance Plan

990 • Fiscal year 2017 • EIN 06-0691728

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 11, 2018

Organization ProfileReference Schedule O

View Organization Page

18 Britton DriveBloomfield, CT 06002

(860) 243-0671

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.07x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.12x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Net Margin

26th percentile

-1.3%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$188,798

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2017

Asset Growth

33rd percentile

3.1%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-5.0%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$50,889,136

Up $1,510,033 (+3.1%) from 2016

Net Assets

Up

$47,455,141

Up $1,627,105 (+3.6%) from 2016

Liabilities

Down

$3,433,995

Down $117,072 (-3.3%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin26th percentile

Revenue

Down

$28,589,809

Down $1,497,017 (-5.0%) from 2016

Expenses

Up

$28,950,099

Up $2,653,011 (+10%) from 2016

Net Income

Down

-$360,290

Down $4,150,028 (-110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $42,145,717Liabilities 2010: $2,156,678Net Assets 2010: $39,989,0392010Assets 2011: $45,330,624Liabilities 2011: $2,178,513Net Assets 2011: $43,152,1112011Assets 2012: $44,496,778Liabilities 2012: $2,012,868Net Assets 2012: $42,483,9102012Assets 2013: $46,333,053Liabilities 2013: $1,988,648Net Assets 2013: $44,344,4052013Assets 2014: $48,341,760Liabilities 2014: $2,779,298Net Assets 2014: $45,562,4622014Assets 2015: $48,868,556Liabilities 2015: $3,544,775Net Assets 2015: $45,323,7812015Assets 2016: $49,379,103Liabilities 2016: $3,551,067Net Assets 2016: $45,828,0362016Assets 2017: $50,889,136Liabilities 2017: $3,433,995Net Assets 2017: $47,455,1412017Assets 2018: $54,692,047Liabilities 2018: $3,927,636Net Assets 2018: $50,764,4112018Assets 2019: $56,778,985Liabilities 2019: $4,116,635Net Assets 2019: $52,662,3502019Assets 2020: $57,629,500Liabilities 2020: $4,245,598Net Assets 2020: $53,383,9022020Assets 2021: $69,416,605Liabilities 2021: $4,331,563Net Assets 2021: $65,085,0422021Assets 2022: $65,542,750Liabilities 2022: $5,666,020Net Assets 2022: $59,876,7302022Assets 2023: $72,346,033Liabilities 2023: $2,626,667Net Assets 2023: $69,719,3662023Assets 2024: $80,117,523Liabilities 2024: $4,254,101Net Assets 2024: $75,863,4222024Assets 2025: $84,481,169Liabilities 2025: $6,648,648Net Assets 2025: $77,832,5212025

Highlighted filing

2017

Assets$50,889,136
Liabilities$3,433,995
Net Assets$47,455,141
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2010: $20,431,6122010Revenue 2011: $21,622,781Expenses 2011: $20,502,099Net Income 2011: $1,120,6822011Revenue 2012: $21,340,451Expenses 2012: $21,827,585Net Income 2012: -$487,1342012Revenue 2013: $22,394,910Expenses 2013: $21,274,180Net Income 2013: $1,120,7302013Revenue 2014: $23,532,589Expenses 2014: $24,545,434Net Income 2014: -$1,012,8452014Revenue 2015: $25,577,290Expenses 2015: $25,389,950Net Income 2015: $187,3402015Revenue 2016: $30,086,826Expenses 2016: $26,297,088Net Income 2016: $3,789,7382016Revenue 2017: $28,589,809Expenses 2017: $28,950,099Net Income 2017: -$360,2902017Revenue 2018: $31,830,240Expenses 2018: $26,303,513Net Income 2018: $5,526,7272018Revenue 2019: $29,618,229Expenses 2019: $28,766,705Net Income 2019: $851,5242019Revenue 2020: $29,945,041Expenses 2020: $29,708,512Net Income 2020: $236,5292020Revenue 2021: $33,659,075Expenses 2021: $28,663,563Net Income 2021: $4,995,5122021Revenue 2022: $34,350,374Expenses 2022: $33,150,813Net Income 2022: $1,199,5612022Revenue 2023: $34,087,484Expenses 2023: $25,750,487Net Income 2023: $8,336,9972023Revenue 2024: $35,193,284Expenses 2024: $32,177,227Net Income 2024: $3,016,0572024Revenue 2025: $37,944,826Expenses 2025: $39,440,259Net Income 2025: -$1,495,4332025

Highlighted filing

2017

Revenue$28,589,809
Expenses$28,950,099
Net Income-$360,290
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 11, 2018
Return Version
2016v3.0
Gross Receipts
$42,315,793
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$45,828,036$47,455,141▲ $1,627,105
Investments in Publicly Traded Securities$44,298,241$46,051,268▲ $1,753,027
Accounts Receivable$3,103,054$3,055,961▼ $47,093
Cash and Non-Interest-Bearing Accounts$868,796$975,661▲ $106,865
Savings and Temporary Cash Investments$922,558$626,495▼ $296,063
Prepaid Expenses and Deferred Charges$77,132$75,934▼ $1,198
Land, Buildings, and Equipment, Net$32,913$28,495▼ $4,418
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$49,379,103$50,889,136▲ $1,510,033
Other Assets Total$76,409$75,322▼ $1,087
Liabilities
Other Liabilities$3,253,903$3,108,157▼ $145,746
Accounts Payable and Accrued Expenses$297,164$325,838▲ $28,674
Total Liabilities$3,551,067$3,433,995▼ $117,072
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,828,036$47,455,141▲ $1,627,105
Total Liabilities and Net Assets / Fund Balance$49,379,103$50,889,136▲ $1,510,033

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,839$216,508$227,347
Leasehold Improvements$17,656$2,249$19,905
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseOtherTotal
David a Lucas JrTrustee$110,575$46,762$157,337
Robert BowenTrustee$2,753-$2,753

Board Members and Trustees

NameTitle
Janice FenlasonExecutive Director
Bernard KowalskiTrustee
David AllenTrustee
Frank MaxwellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemPPO; claim repricing108 Leigus Road, Wallingford, CT 06492$493,788
UBS FinancialInvestm't Consultant333 Earle Ovington Blvd Ste 600, Uniondale, NY 11553$122,231
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,447,047
Investment Income
$1,709,269
Other Revenue
$433,493
Change in Net Assets
$-360,290

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,038,022
Revenue Not Reported on Financial Statements
$551,787
Revenue Not Reported on Form 990
$1,987,395
Other Revenue Adjustments
$341,813
Total Revenue per Audited Statements
$30,025,417
Total Revenue per Form 990
$28,589,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,364,614
Salaries, Compensation, and Employee Benefits$620,299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,965,186
Fees for Services Other---$790,357
Other Salaries and Wages---$243,819
Fees for Service Investment Mgmnt Fees---$209,974
Current Officers, Directors, Trustees, and Key Employees---$157,337
Pension Plan Contributions---$99,306
Royalties---$97,019
Other Employee Benefits---$91,012
Fees for Services Accounting---$62,132
Occupancy---$46,166
Fees for Services Legal---$39,600
Payroll Taxes---$28,825
Conferences and Meetings---$23,185
Insurance---$20,663
Office Expenses---$16,399
Depreciation Depletion---$4,418
Other Expenses---$1,697
All Other Expenses---$1,465
Advertising---$850
Total Functional Expenses$0$0$0$28,950,099

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,950,099
Expenses per Audited Statements$28,346,663
Total Expenses per Audited Statements$28,346,663
Expenses Not Reported on Financial Statements$603,436
Other Expense Adjustments$393,462
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations Currently Payable$2,917,931
Employer Contribution Deposit$190,226
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. The Form 990 was reviewed by the Executive Director, Trustee signing the return and legal counsel prior to filing the return.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, instruments under which the organization is operated or established, and financial statements are available upon request, to participants, employers, and others in accordance with the provisions of erisa, but are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local Union No 671
EIN
06-0691728
Phone
8602430671
Address
18 BRITTON DRIVE, BLOOMFIELD, CT 06002

Signing Officer

Name
David Lucas
Title
Trustee
Signed
2018-04-11
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
0
Employees
5

Preparer

Firm
Buckley Frame Boudreau & Co PC
Address
255 Route 80 - PO Box 698, Killingworth, CT 06419
Preparer
Gerard J Frame CPA
Phone
8606631190
Supplemental Narrative

Additional Explanations

Form 990, Line J, Website:

“https://ecommerce.issisystems.com/isite160/eremit.dll/16001/cm.asp?name=home”

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Medicare Part D $341813”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Medicare Part D $341813 Change in Obligation $51649”

Raw XML AppendixShowing 400 of 612 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.

Path#Value
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Medicare Part D $341813 Change in Obligation $51649
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID A LUCAS JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Janice Fenlason
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY VIA PAPER COPY OR EMAIL. The Form 990 was reviewed by the Executive Director, Trustee signing the return and legal counsel prior to filing the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, INSTRUMENTS UNDER WHICH THE ORGANIZATION IS OPERATED OR ESTABLISHED, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, TO PARTICIPANTS, EMPLOYERS, AND OTHERS IN ACCORDANCE WITH THE PROVISIONS OF ERISA, BUT ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2https://ecommerce.issisystems.com/isite160/eremit.dll/16001/cm.asp?name=home
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Line J, Website:
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,889,136
Liabilities
$3,433,995
Net assets
$47,455,141
Revenue
$28,589,809
Expenses
$28,950,099
Net income
-$360,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.5$6.65$77.8$37.9$39.4$1.50
2024Detailed filing. Detailed filing data is available for this year.$80.1$4.25$75.9$35.2$32.2$3.02
2023Detailed filing. Detailed filing data is available for this year.$72.3$2.63$69.7$34.1$25.8$8.34
2022Detailed filing. Detailed filing data is available for this year.$65.5$5.67$59.9$34.4$33.2$1.20
2021Detailed filing. Detailed filing data is available for this year.$69.4$4.33$65.1$33.7$28.7$5.00
2020Detailed filing. Detailed filing data is available for this year.$57.6$4.25$53.4$29.9$29.7$0.24
2019Detailed filing. Detailed filing data is available for this year.$56.8$4.12$52.7$29.6$28.8$0.85
2018Detailed filing. Detailed filing data is available for this year.$54.7$3.93$50.8$31.8$26.3$5.53
2017Detailed filing. Detailed filing data is available for this year.$50.9$3.43$47.5$28.6$29.0$0.36
2016Detailed filing. Detailed filing data is available for this year.$49.4$3.55$45.8$30.1$26.3$3.79
2015Detailed filing. Detailed filing data is available for this year.$48.9$3.54$45.3$25.6$25.4$0.19
2014Detailed filing. Detailed filing data is available for this year.$48.3$2.78$45.6$23.5$24.5$1.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.3$1.99$44.3$22.4$21.3$1.12
2012Summary only. Only limited summary data is available for this year.$44.5$2.01$42.5$21.3$21.8$0.49
2011Summary only. Only limited summary data is available for this year.$45.3$2.18$43.2$21.6$20.5$1.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.1$2.16$40.0$20.4
Peer Organizations

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