Civic Intelligence

Teamsters Local Union No 671 Health Services and Insurance Plan

990 • Fiscal year 2019 • EIN 06-0691728

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 27, 2020

Organization ProfileECOMMERCE.ISSISYSTEMS.COM/ISITE160/EREMIT

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

62nd percentile

0.07x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.14x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

40th percentile

2.9%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$196,024

Higher top officer pay than 67% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

29th percentile

3.8%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-6.9%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$56,778,985

Up $2,086,938 (+3.8%) from 2018

Net Assets

Up

$52,662,350

Up $1,897,939 (+3.7%) from 2018

Liabilities

Up

$4,116,635

Up $188,999 (+4.8%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin40th percentile

Revenue

Down

$29,618,229

Down $2,212,011 (-6.9%) from 2018

Expenses

Up

$28,766,705

Up $2,463,192 (+9.4%) from 2018

Net Income

Down

$851,524

Down $4,675,203 (-85%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$56,778,985
Liabilities$4,116,635
Net Assets$52,662,350
Open 2019 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

2019

Revenue$29,618,229
Expenses$28,766,705
Net Income$851,524
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 27, 2020
Return Version
2018v3.1
Gross Receipts
$41,105,023
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$50,764,411$52,662,350▲ $1,897,939
Investments in Publicly Traded Securities$48,108,486$51,127,836▲ $3,019,350
Accounts Receivable$3,232,804$2,781,584▼ $451,220
Cash and Non-Interest-Bearing Accounts$2,633,903$1,793,220▼ $840,683
Savings and Temporary Cash Investments$441,833$801,735▲ $359,902
Prepaid Expenses and Deferred Charges$240,571$246,086▲ $5,515
Land, Buildings, and Equipment, Net$34,450$28,524▼ $5,926
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$54,692,047$56,778,985▲ $2,086,938
Liabilities
Other Liabilities$3,477,358$3,664,647▲ $187,289
Deferred Revenue$342,557$367,943▲ $25,386
Accounts Payable and Accrued Expenses$107,721$84,045▼ $23,676
Total Liabilities$3,927,636$4,116,635▲ $188,999
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,764,411$52,662,350▲ $1,897,939
Total Liabilities and Net Assets / Fund Balance$54,692,047$56,778,985▲ $2,086,938

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28,524$228,918$257,442
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janice FenlasonExecutive DirectorFT$118,640$48,922$167,562

Board Members and Trustees

NameTitle
David a Lucas JrTrustee
Frank MaxwellTrustee
Jeffrey IsaacsTrustee
Robert BowenTrustee
David AllenTrustee (p)

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemPpo; Claim Repricing108 LEIGUS ROAD, Wallingford, CT 06492$515,015
Ubs FinancialInvestment Management Fee333 EARLE OVINGTON BLVD STE 600, Uniondale, NY 11553$131,940
Innovative Software Solutions INCComputer Consulting3000 S LENOLA RD, Maple Shade, NJ 08052$104,741
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,127,161
Investment Income
$1,416,678
Other Revenue
$74,390
Change in Net Assets
$851,524

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,402,099
Revenue Not Reported on Financial Statements
$216,130
Revenue Not Reported on Form 990
$1,046,415
Total Revenue per Audited Statements
$30,448,514
Total Revenue per Form 990
$29,618,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,344,153
Salaries, Compensation, and Employee Benefits$634,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$26,787,582
Fees for Services Other---$742,001
Other Salaries and Wages---$235,807
Fees for Service Investment Mgmnt Fees---$216,130
Current Officers, Directors, Trustees, and Key Employees---$168,775
Information Technology---$106,049
Pension Plan Contributions---$98,736
Other Employee Benefits---$98,243
Office Expenses---$69,606
Fees for Services Accounting---$54,930
Occupancy---$47,554
Fees for Services Legal---$39,600
Payroll Taxes---$33,409
Insurance---$20,626
Conferences and Meetings---$13,741
Depreciation Depletion---$5,925
Other Expenses---$4,165
Advertising---$1,453
Total Functional Expenses$0$0$0$28,766,705

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$28,766,705
Expenses per Audited Statements$28,294,889
Total Expenses per Audited Statements$28,294,889
Expenses Not Reported on Financial Statements$471,816
Other Expense Adjustments$255,686
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
Benefit Obligations Currently Payable$3,164,375
Due to Broker for Securities Purchased$310,046
Employer Contribution Deposit$190,226
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, Line 11B

“Line 11b explanation - 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, Section C, Line 19

“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
Phone
8602430671
Signed
2020-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Lucas
Formed
1954
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
0
Employees
6
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The funds management is responsible for the oversight of the audit and selection of the independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position, that more likely than not, would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in obligation 255,686.”

Raw XML AppendixShowing 400 of 470 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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IRS990/CreditCounselingInd00
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IRS990/DepreciationDepletionGrp/TotalAmt05925
IRS990/Desc0TEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN (THE "PLAN") WAS ESTABLISHED JUNE 24, 1954 BY AN AGREEMENT BETWEEN TEAMSTERS LOCAL UNION NO. 671 OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS, CHAUFFEURS, WAREHOUSEMEN AND HELPERS OF AMERICA (THE UNION") AND CERTAIN EMPLOYERS WHO WERE PARTIES TO COLLECTIVE BARGAINING AGREEMENTS WITH THE UNION REQUIRING CONTRIBUTIONS TO THE PLAN (THE "PARTICIPATING EMPLOYERS"). THE PLAN WAS ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS AND THEIR ELIGIBLE DEPENDENTS. THE PLAN PROVIDES MEDICAL, VISION, DENTAL, PRESCRIPTION, ACCIDENTAL DEATH AND DISMEMBERMENT, DISABILITY AND LIFE INSURANCE BENEFITS.
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IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANK MAXWELL
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID ON I
IRS990/OtherExpensesGrp/Desc1PCORI FEE
IRS990/OtherExpensesGrp/Desc2SERVICE AND MAINTENANCE
IRS990/OtherExpensesGrp/TotalAmt012352
IRS990/OtherExpensesGrp/TotalAmt110021
IRS990/OtherExpensesGrp/TotalAmt24165
IRS990/OtherLiabilitiesGrp/BOYAmt03477358
IRS990/OtherLiabilitiesGrp/EOYAmt03664647
IRS990/OtherRevenueMiscGrp/BusinessCd0480000
IRS990/OtherRevenueMiscGrp/Desc0LIEN RIEMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt074390
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt074390
IRS990/OtherRevenueTotalAmt074390
IRS990/OtherSalariesAndWagesGrp/TotalAmt0235807
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt033409
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt098736
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0240571
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0246086
IRS990/PrincipalOfficerNm0DAVID LUCAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1480000
IRS990/ProgramServiceRevenueGrp/BusinessCd2480000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt027845833
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1223703
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt257625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027845833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1223703
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257625
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt024327151
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04266724
IRS990/PYOtherExpensesAmt01350540
IRS990/PYOtherRevenueAmt0178528
IRS990/PYProgramServiceRevenueAmt027384988
IRS990/PYRevenuesLessExpensesAmt05526727
IRS990/PYSalariesCompEmpBnftPaidAmt0625822
IRS990/PYTotalExpensesAmt026303513
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031830240
IRS990/ReconcilationRevenueExpnssAmt0851524
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt050764411
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt052662350
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0441833
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0801735
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0471816
IRS990ScheduleD/ExpensesSubtotalAmt028294889
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0216130
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0216130
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01046415
IRS990ScheduleD/OtherExpensesNotIncludedAmt0255686
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028524
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0228918
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0257442
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03164375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1190226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2310046
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS CURRENTLY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EMPLOYER CONTRIBUTION DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER FOR SECURITIES PURCHASED
IRS990ScheduleD/RevenueNotReportedAmt01046415
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0216130
IRS990ScheduleD/RevenueSubtotalAmt029402099
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION, THAT MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN OBLIGATION 255,686.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028524
IRS990ScheduleD/TotalExpensesPerForm990Amt028766705
IRS990ScheduleD/TotalLiabilityAmt03664647
IRS990ScheduleD/TotalRevenuePerForm990Amt029618229
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030448514
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt028294889
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1118640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0147602
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt124684
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt024684
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt124238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023738
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID A LUCAS JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JANICE FENLASON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1167562
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0196024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - 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.
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/ExplanationTxt2THE FUNDS MANAGEMENT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ABF FREIGHT SYSTEM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALLAN S GOODMAN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2CREC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3CT TRANSIT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4DHL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5FIRST AMERICAN GROUP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6FIRST TRANSIT UCONN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7KEYSTONE PAPER & BOX CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8LEGERE GROUP LTD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9MANFI LEASING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10MCKESSON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MIDDLETOWN TRANSIT DISTRICT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12PETRO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13TEAMSTERS LOCAL UNION 671
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14TOWN OF ENFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15TRINITY HEALTHST MARY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16UPS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17VERITIV (XPEDX)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18WINTONBURY CARE CENTER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19YRC WORLDWIDE - ROADWAYYELLOW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEAMSTERS LOCAL UNION 671
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060400878
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION OFFICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt022 BRITTON DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BLOOMFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006002
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt040424
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TEAMSTERS LOCAL UNION 671
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt054692047
IRS990/TotalAssetsEOYAmt056778985

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,778,985
Liabilities
$4,116,635
Net assets
$52,662,350
Revenue
$29,618,229
Expenses
$28,766,705
Net income
$851,524
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
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