Civic Intelligence

Ibt Local 145 Health Services

EIN 06-0711441 • 501(c)9 • Stratford, CT

View Organization Page

Profile

Health and welfare benefits

2505 Main Street 233Stratford, CT 06615

www.teamsters145.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.03x

Higher debt load relative to assets than 55% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

60th percentile

10%

Higher net margin than 60% 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

39th percentile

2.9%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$16,148,913

Up $991,377 (+6.5%) from 2023

Liabilities

Down

$629,316

Down $260,210 (-29%) from 2023

Net Assets

Up

$15,519,597

Up $1,251,587 (+8.8%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin60th percentile

Revenue

Up

$6,132,929

Up $659,581 (+12%) from 2023

Expenses

Down

$5,786,984

Down $291,406 (-4.8%) from 2023

Net Income

Up

$345,945

Up $950,987 (+157%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $4,970,456Liabilities 2010: $1,162,628Net Assets 2010: $3,807,8282010Assets 2011: $6,051,123Liabilities 2011: $637,035Net Assets 2011: $5,414,0882011Assets 2012: $6,331,215Liabilities 2012: $385,827Net Assets 2012: $5,945,3882012Assets 2013: $6,819,459Liabilities 2013: $849,497Net Assets 2013: $5,969,9622013Assets 2014: $8,079,929Liabilities 2014: $337,409Net Assets 2014: $7,742,5202014Assets 2015: $9,757,343Liabilities 2015: $509,469Net Assets 2015: $9,247,8742015Assets 2016: $10,266,375Liabilities 2016: $509,338Net Assets 2016: $9,757,0372016Assets 2017: $11,188,727Liabilities 2017: $627,089Net Assets 2017: $10,561,6382017Assets 2018: $12,544,596Liabilities 2018: $566,733Net Assets 2018: $11,977,8632018Assets 2019: $13,660,116Liabilities 2019: $483,696Net Assets 2019: $13,176,4202019Assets 2020: $15,034,791Liabilities 2020: $422,898Net Assets 2020: $14,611,8932020Assets 2021: $16,086,559Liabilities 2021: $441,604Net Assets 2021: $15,644,9552021Assets 2022: $14,713,673Liabilities 2022: $627,791Net Assets 2022: $14,085,8822022Assets 2023: $15,157,536Liabilities 2023: $889,526Net Assets 2023: $14,268,0102023Assets 2024: $16,148,913Liabilities 2024: $629,316Net Assets 2024: $15,519,5972024

Highlighted filing

2024

Assets$16,148,913
Liabilities$629,316
Net Assets$15,519,597
Open 2024 Filing

Operations Trend

Revenue Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $5,841,874Expenses 2010: $6,036,806Net Income 2010: -$194,9322010Expenses 2011: $5,098,8842011Expenses 2012: $6,105,1212012Revenue 2013: $6,491,643Expenses 2013: $6,624,834Net Income 2013: -$133,1912013Revenue 2014: $6,362,522Expenses 2014: $5,049,731Net Income 2014: $1,312,7912014Revenue 2015: $6,875,886Expenses 2015: $5,161,720Net Income 2015: $1,714,1662015Revenue 2016: $6,943,291Expenses 2016: $6,141,035Net Income 2016: $802,2562016Revenue 2017: $6,401,980Expenses 2017: $5,849,184Net Income 2017: $552,7962017Revenue 2018: $6,747,764Expenses 2018: $5,662,782Net Income 2018: $1,084,9822018Revenue 2019: $7,013,458Expenses 2019: $6,243,523Net Income 2019: $769,9352019Revenue 2020: $6,730,639Expenses 2020: $5,800,121Net Income 2020: $930,5182020Revenue 2021: $6,291,803Expenses 2021: $6,403,515Net Income 2021: -$111,7122021Revenue 2022: $7,345,259Expenses 2022: $6,229,718Net Income 2022: $1,115,5412022Revenue 2023: $5,473,348Expenses 2023: $6,078,390Net Income 2023: -$605,0422023Revenue 2024: $6,132,929Expenses 2024: $5,786,984Net Income 2024: $345,9452024

Highlighted filing

2024

Revenue$6,132,929
Expenses$5,786,984
Net Income$345,945
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,148,913
Liabilities
$629,316
Net assets
$15,519,597
Revenue
$6,132,929
Expenses
$5,786,984
Net income
$345,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.1$0.63$15.5$6.13$5.79$0.35
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.89$14.3$5.47$6.08$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$0.63$14.1$7.35$6.23$1.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.44$15.6$6.29$6.40$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.42$14.6$6.73$5.80$0.93
2019Detailed filing. Detailed filing data is available for this year.$13.7$0.48$13.2$7.01$6.24$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.57$12.0$6.75$5.66$1.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.63$10.6$6.40$5.85$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.51$9.76$6.94$6.14$0.80
2015Detailed filing. Detailed filing data is available for this year.$9.76$0.51$9.25$6.88$5.16$1.71
2014Detailed filing. Detailed filing data is available for this year.$8.08$0.34$7.74$6.36$5.05$1.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.85$5.97$6.49$6.62$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.39$5.95$6.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.64$5.41$5.10
2010Summary only. Only limited summary data is available for this year.$4.97$1.16$3.81$5.84$6.04$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$17,056,885
Mission and Program Overview

Mission

Health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,268,010$15,519,597▲ $1,251,587
Investments Other Securities$8,249,336$9,402,682▲ $1,153,346
Investments in Publicly Traded Securities$5,368,084$4,186,337▼ $1,181,747
Accounts Receivable$5,455$906,811▲ $901,356
Cash and Non-Interest-Bearing Accounts$535,351$799,764▲ $264,413
Savings and Temporary Cash Investments$731,460$630,749▼ $100,711
Prepaid Expenses and Deferred Charges$47,167$48,363▲ $1,196
Land, Buildings, and Equipment, Net$4,262$1,789▼ $2,473
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$15,157,536$16,148,913▲ $991,377
Other Assets Total$216,421$172,418▼ $44,003
Liabilities
Other Liabilities$845,255$581,344▼ $263,911
Accounts Payable and Accrued Expenses$44,271$47,972▲ $3,701
Total Liabilities$889,526$629,316▼ $260,210
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,268,010$15,519,597▲ $1,251,587
Total Liabilities and Net Assets / Fund Balance$15,157,536$16,148,913▲ $991,377

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,789$18,468$20,257
Other Securities$1,572,858--
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Dennis NovakTrustee
Italo BonacciTrustee
Kevin AtkinsonTrustee
Sheila NevinsTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaAdmin Fees For Benefits15 FARMINGTON AVE, Hartford, CT 06156$139,528
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,534,996
Investment Income
$591,595
Other Revenue
$6,338
Change in Net Assets
$345,945

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,085,537
Revenue Not Reported on Financial Statements
$47,392
Revenue Not Reported on Form 990
$905,642
Total Revenue per Audited Statements
$6,991,179
Total Revenue per Form 990
$6,132,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$988,947
Salaries, Compensation, and Employee Benefits$165,035
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,633,002
Fees for Services Other---$118,152
Other Salaries and Wages---$92,802
Fees for Services Accounting---$51,194
Fees for Service Investment Mgmnt Fees---$47,392
Pension Plan Contributions---$34,632
Other Employee Benefits---$30,035
Occupancy---$23,543
Insurance---$19,715
Office Expenses---$13,976
Payroll Taxes---$7,566
Fees for Services Legal---$6,720
All Other Expenses---$3,357
Other Expenses---$2,940
Depreciation Depletion---$2,085
Travel---$1,866
Total Functional Expenses$0$0$0$5,786,984

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,980,053
Total Expenses per Audited Statements$5,980,053
Total Expenses per Form 990$5,786,984
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-193,069
Other Expense Adjustments$-240,461
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
Benefits Claims Payable$500,028
Right of Use Operating Liab-long Term$59,277
Right of Use Operating Liab-current$22,039
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
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 A, Line 6

“The organization has members”

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

“Trustees review and approve the form 990 prior to filing”

FORM 990, PART VI, LINE 12B:

“The organization follows the conflict of interest policy as prescribed by erisa.”

FORM 990, PART VI, LINE 15A:

“Board of trustees do not receive compensation.”

Form 990, Part VI, Section B, Line 12

“As an employee benefit plan, the organization is subject to the conflicts of interest requirements of erisa”

Form 990, Part VI, Section B, Line 15B

“The board of trustees reviews job performance and comparability data.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ibt Local 145 Health Services
EIN
06-0711441
Phone
2033756088
Address
2505 MAIN STREET 233, STRATFORD, CT 06615

Signing Officer

Name
Renee Bossone
Title
Plan Administrator
Phone
2033756088
Signed
2025-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Renee Bossone
Formed
1955
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
27
Volunteers
0

Preparer

Firm
Manzi & Associates LLC
Address
855 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Jeannie Mickel
Phone
9789751099
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Organization has not changed its oversight process or selection process during the tax year.”

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 the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the department of labor and internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Net change in benefits payable -240,461.”

Raw XML AppendixShowing 400 of 436 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt044271
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047972
IRS990/AccountsReceivableGrp/BOYAmt05455
IRS990/AccountsReceivableGrp/EOYAmt0906811
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE BENEFITS
IRS990/AllOtherExpensesGrp/TotalAmt03357
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt04633002
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RENEE BOSSONE
IRS990/BooksInCareOfDetail/PhoneNum02033756088
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02505 MAIN STREET SUITE 233
IRS990/BooksInCareOfDetail/USAddress/CityNm0STRATFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006615
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0535351
IRS990/CashNonInterestBearingGrp/EOYAmt0799764
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0139528
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt015 FARMINGTON AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006156
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AETNA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMIN FEES FOR BENEFITS
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt04633002
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0591595
IRS990/CYOtherExpensesAmt0988947
IRS990/CYOtherRevenueAmt06338
IRS990/CYProgramServiceRevenueAmt05534996
IRS990/CYRevenuesLessExpensesAmt0345945
IRS990/CYSalariesCompEmpBnftPaidAmt0165035
IRS990/CYTotalExpensesAmt05786984
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06132929
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02085
IRS990/Desc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS/DEPENDENTS THROUGH A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt051194
IRS990/FeesForServicesLegalGrp/TotalAmt06720
IRS990/FeesForServicesOtherGrp/TotalAmt0118152
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt047392
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ITALO BONACCI
IRS990/Form990PartVIISectionAGrp/PersonNm1DENNIS NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm2SHEILA NEVINS
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN ATKINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0145465
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011069421
IRS990/GrossReceiptsAmt017056885
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt019715
IRS990/InvestmentIncomeGrp/ExclusionAmt0446130
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0446130
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08249336
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09402682
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05368084
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04186337
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018468
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04262
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01789
IRS990/LandBldgEquipCostOrOtherBssAmt020257
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010923956
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014268010
IRS990/NetAssetsOrFundBalancesEOYAmt015519597
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0145465
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0145465
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0905642
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt023543
IRS990/OfficeExpensesGrp/TotalAmt013976
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0216421
IRS990/OtherAssetsTotalGrp/EOYAmt0172418
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt030035
IRS990/OtherExpensesGrp/Desc0STOP LOSS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT LEASE & MAINT
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0684206
IRS990/OtherExpensesGrp/TotalAmt110325
IRS990/OtherExpensesGrp/TotalAmt23476
IRS990/OtherExpensesGrp/TotalAmt32940
IRS990/OtherLiabilitiesGrp/BOYAmt0845255
IRS990/OtherLiabilitiesGrp/EOYAmt0581344
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0SUBLET INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06338
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06338
IRS990/OtherRevenueTotalAmt06338
IRS990/OtherSalariesAndWagesGrp/TotalAmt092802
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt07566
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt034632
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt047167
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048363
IRS990/PrincipalOfficerNm0RENEE BOSSONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05529900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15096
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05529900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15096
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05023003
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt066071
IRS990/PYOtherExpensesAmt0894235
IRS990/PYOtherRevenueAmt06484
IRS990/PYProgramServiceRevenueAmt05400793
IRS990/PYRevenuesLessExpensesAmt0-605042
IRS990/PYSalariesCompEmpBnftPaidAmt0161152
IRS990/PYTotalExpensesAmt06078390
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05473348
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0345945
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014268010
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015519597
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0731460
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0630749
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01789
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018468
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020257
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-193069
IRS990ScheduleD/ExpensesSubtotalAmt05980053
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt047392
IRS990ScheduleD/InvestmentExpensesNotIncldAmt047392
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0905642
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-240461
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0500028
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt122039
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt259277
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RIGHT OF USE OPERATING LIAB-CURRENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RIGHT OF USE OPERATING LIAB-LONG TERM
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03835118
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1996190
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21000000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3997250
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41001266
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51572858
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SPDR S&P 500 ETF TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1US TREASURY NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc2US TREASURY NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3US TREASURY NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FIDELITY CONTRAFUND INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc5ISHARES INTERMEDIATE GOV
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/RevenueNotReportedAmt0905642
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt047392
IRS990ScheduleD/RevenueSubtotalAmt06085537
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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET CHANGE IN BENEFITS PAYABLE -240,461.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01789
IRS990ScheduleD/TotalBookValueSecuritiesAmt09402682
IRS990ScheduleD/TotalExpensesPerForm990Amt05786984
IRS990ScheduleD/TotalLiabilityAmt0581344
IRS990ScheduleD/TotalRevenuePerForm990Amt06132929
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06991179
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05980053
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY AS PRESCRIBED BY ERISA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS AN EMPLOYEE BENEFIT PLAN, THE ORGANIZATION IS SUBJECT TO THE CONFLICTS OF INTEREST REQUIREMENTS OF ERISA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES REVIEWS JOB PERFORMANCE AND COMPARABILITY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 12B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 15A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0113519173
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1113519173
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2750813641
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3066002133
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ENTENMANN'S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SB THOMAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ASHCROFT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3TOWN OF WILTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0900 N RIVERVIEW DR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1900 N RIVERVIEW DR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2250 EAST MAIN STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt3238 DANBURY ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TOTOWA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1TOTOWA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2STRATFORD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm3WILTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd3CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd007512
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd107512
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd206614
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd306897
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBT LOCAL 145
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060610540
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03272 MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STRATFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006614
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
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/TotalAssetsBOYAmt015157536
IRS990/TotalAssetsEOYAmt016148913
IRS990/TotalAssetsGrp/BOYAmt015157536
IRS990/TotalAssetsGrp/EOYAmt016148913
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/TotalAmt05786984
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0889526
IRS990/TotalLiabilitiesEOYAmt0629316
IRS990/TotalLiabilitiesGrp/BOYAmt0889526
IRS990/TotalLiabilitiesGrp/EOYAmt0629316
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014268010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015519597
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05534996
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0597933
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05534996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06132929
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt015157536
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016148913
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01866
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02505 MAIN STREET 233

Document Assets

No mirrored PDF or thumbnail assets are attached yet.