Civic Intelligence

Utc Welfare Benefits Plan

990 • Fiscal year 2017 • EIN 81-6483011

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 17, 2018

Organization ProfileN/A
4 Farm Springs RoadFarmington, CT 06032

(860) 728-6373

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

24th percentile

-2.6%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$9,993

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

21st percentile

-4.2%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

44%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,963,667

Down $260,063 (-4.2%) from 2016

Net Assets

Down

$5,963,667

Down $260,063 (-4.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin24th percentile

Revenue

Up

$9,961,632

Up $3,050,900 (+44%) from 2016

Expenses

Up

$10,221,114

Up $4,018,437 (+65%) from 2016

Net Income

Down

-$259,482

Down $967,537 (-137%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$20M$15M$10M$5.0M$0Assets 2016: $6,223,730Liabilities 2016: $0Net Assets 2016: $6,223,7302016Assets 2017: $5,963,667Liabilities 2017: $0Net Assets 2017: $5,963,6672017Assets 2018: $6,570,357Liabilities 2018: $0Net Assets 2018: $6,570,3572018Assets 2019: $7,187,071Liabilities 2019: $0Net Assets 2019: $7,187,0712019Assets 2020: $7,392,014Liabilities 2020: $0Net Assets 2020: $7,392,0142020Assets 2021: $7,729,642Liabilities 2021: $0Net Assets 2021: $7,729,6422021Assets 2022: $14,460,327Liabilities 2022: $0Net Assets 2022: $14,460,3272022Assets 2023: $18,016,654Liabilities 2023: $0Net Assets 2023: $18,016,6542023Assets 2024: $5,440,885Liabilities 2024: $0Net Assets 2024: $5,440,8852024

Highlighted filing

2017

Assets$5,963,667
Liabilities$0
Net Assets$5,963,667
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$40M$20M$0-$20MRevenue 2016: $6,910,732Expenses 2016: $6,202,677Net Income 2016: $708,0552016Revenue 2017: $9,961,632Expenses 2017: $10,221,114Net Income 2017: -$259,4822017Revenue 2018: $10,158,020Expenses 2018: $9,551,330Net Income 2018: $606,6902018Revenue 2019: $13,806,110Expenses 2019: $13,189,396Net Income 2019: $616,7142019Revenue 2020: $11,470,983Expenses 2020: $11,266,040Net Income 2020: $204,9432020Revenue 2021: $8,473,870Expenses 2021: $8,136,242Net Income 2021: $337,6282021Revenue 2022: $25,679,808Expenses 2022: $18,949,122Net Income 2022: $6,730,6862022Revenue 2023: $28,460,963Expenses 2023: $24,904,636Net Income 2023: $3,556,3272023Revenue 2024: $13,734,372Expenses 2024: $26,310,141Net Income 2024: -$12,575,7692024

Highlighted filing

2017

Revenue$9,961,632
Expenses$10,221,114
Net Income-$259,482
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 17, 2018
Return Version
2017v2.3
Gross Receipts
$9,961,632
Mission and Program Overview

Mission

A voluntary employee benficiary association that provides benefits to eligible employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,223,730$5,963,667▼ $260,063
Rtn Earn Endowment Incm Other Fnds$6,223,730$5,963,667▼ $260,063
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,223,730$5,963,667▼ $260,063
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,223,730$5,963,667▼ $260,063
Total Liabilities and Net Assets / Fund Balance$6,223,730$5,963,667▼ $260,063
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleBaseTotal
-Trustee$9,993$9,993
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,921,090
Investment Income
$40,542
Other Revenue
$0
Change in Net Assets
$-259,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,062
Salaries, Compensation, and Employee Benefits$9,993
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$10,014,059--$10,014,059
Current Officers, Directors, Trustees, and Key Employees-$9,993-$9,993
Fees for Services Accounting-$7,000-$7,000
Other Expenses-$582-$582
Total Functional Expenses$10,014,059$207,055$0$10,221,114
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“An independent accountant prepares the form 990. After completion and before filing the return, the united technologies corporation benefits department will review the form for any discrepancies.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Utc Welfare Benefits Plan
EIN
81-6483011
Phone
8607286373
Address
4 FARM SPRINGS ROAD, FARMINGTON, CT 06032

Signing Officer

Name
Fred Daussan
Title
Finance Manager, Corporate Benefits
Phone
8607286373
Signed
2018-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederic Daussan
Formed
1996
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
100 CAMPUS DRIVE SUITE 100, FLORHAM PARK, NJ 07932
Preparer
Kevin M Fuller
Phone
9732107062
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Tax expense relating to 1041 -581.”

Raw XML Appendix281 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A VOLUNTARY EMPLOYEE BENFICIARY ASSOCIATION THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt010014059
IRS990/BenefitsToMembersGrp/TotalAmt010014059
IRS990/BooksInCareOfDetail/PersonNm0FREDERIC DAUSSAN
IRS990/BooksInCareOfDetail/PhoneNum08607286373
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04 FARM SPRINGS ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FARMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006032
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09993
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09993
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt010014059
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt040542
IRS990/CYOtherExpensesAmt0197062
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09921090
IRS990/CYRevenuesLessExpensesAmt0-259482
IRS990/CYSalariesCompEmpBnftPaidAmt09993
IRS990/CYTotalExpensesAmt010221114
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09961632
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENT OF EMPLOYEE BENEFITS FOR ELIGIBLE EMPLOYEES AND DEPENDENTS UNDER THE UTC WELFARE BENEFITS PLAN TRUST.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
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IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07000
IRS990/FeesForServicesAccountingGrp/TotalAmt07000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0UNITED BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09993
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09961632
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt040542
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040542
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A VOLUNTARY EMPLOYEE BENFICIARY ASSOCIATION THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06223730
IRS990/NetAssetsOrFundBalancesEOYAmt05963667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-581
IRS990/OtherExpensesGrp/Desc0CONSULTING FEES
IRS990/OtherExpensesGrp/Desc1TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0189480
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1582
IRS990/OtherExpensesGrp/TotalAmt0189480
IRS990/OtherExpensesGrp/TotalAmt1582
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FREDERIC DAUSSAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE/EMPLOYER CONT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09921090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09921090
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05919139
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013751
IRS990/PYOtherExpensesAmt0278538
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06896981
IRS990/PYRevenuesLessExpensesAmt0708055
IRS990/PYSalariesCompEmpBnftPaidAmt05000
IRS990/PYTotalExpensesAmt06202677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06910732
IRS990/ReconcilationRevenueExpnssAmt0-259482
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09921090
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06223730
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05963667
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06223730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05963667
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990. AFTER COMPLETION AND BEFORE FILING THE RETURN, THE UNITED TECHNOLOGIES CORPORATION BENEFITS DEPARTMENT WILL REVIEW THE FORM FOR ANY DISCREPANCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX EXPENSE RELATING TO 1041 -581.
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 XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0UNITED TECHNOLOGIES CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt08 FARM SPRINGS ROAD 3RD FL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0FARMINGTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd006032
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09921090
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED TECHNOLOGIES CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06223730
IRS990/TotalAssetsEOYAmt05963667
IRS990/TotalAssetsGrp/BOYAmt06223730
IRS990/TotalAssetsGrp/EOYAmt05963667
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0207055
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010014059
IRS990/TotalFunctionalExpensesGrp/TotalAmt010221114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06223730
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05963667
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010014059
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IRS990/TotalRevenueGrp/ExclusionAmt040542
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09961632
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06223730
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05963667
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04 FARM SPRINGS ROAD
IRS990/USAddress/CityNm0FARMINGTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006032
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED DAUSSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE MANAGER, CORPORATE BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum08607286373
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTC WELFARE BENEFITS PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FREDERIC DAUSSAN
ReturnHeader/Filer/BusinessNameControlTxt0UTCW
ReturnHeader/Filer/EIN0816483011
ReturnHeader/Filer/PhoneNum08607286373
ReturnHeader/Filer/USAddress/AddressLine1Txt04 FARM SPRINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006032
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BBC6FF48F749624228983DC5C77016F783C914CC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047E99D1AF6C4B32F249A981E2DA5A5A2A0A6E7FE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.60.130.226
ReturnHeader/FilingSecurityInformation/IPDt02018-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:38:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAMPUS DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09732107062
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M FULLER
ReturnHeader/ReturnTs02018-10-17T13:38:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,963,667
Liabilities
$0
Net assets
$5,963,667
Revenue
$9,961,632
Expenses
$10,221,114
Net income
-$259,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$13.7$26.3$12.6
2023Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$28.5$24.9$3.56
2022Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$25.7$18.9$6.73
2021Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$8.47$8.14$0.34
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$11.5$11.3$0.20
2019Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$13.8$13.2$0.62
2018Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$10.2$9.55$0.61
2017Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$9.96$10.2$0.26
2016Summary only. Only limited summary data is available for this year.$6.22$0.00$6.22$6.91$6.20$0.71