Civic Intelligence

Utc Welfare Benefits Plan

990 • Fiscal year 2021 • EIN 81-6483011

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
870 Winter StreetWaltham, MA 02451

(781) 790-6895

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$14,993

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Asset Growth

42nd percentile

4.6%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-26%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$7,729,642

Up $337,628 (+4.6%) from 2020

Net Assets

Up

$7,729,642

Up $337,628 (+4.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin52nd percentile

Revenue

Down

$8,473,870

Down $2,997,113 (-26%) from 2020

Expenses

Down

$8,136,242

Down $3,129,798 (-28%) from 2020

Net Income

Up

$337,628

Up $132,685 (+65%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2021

Assets$7,729,642
Liabilities$0
Net Assets$7,729,642
Open 2021 Filing

Operations Trend

Revenue Growth8th 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

2021

Revenue$8,473,870
Expenses$8,136,242
Net Income$337,628
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$8,473,870
Mission and Program Overview

Mission

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

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,392,014$7,729,642▲ $337,628
Rtn Earn Endowment Incm Other Fnds$7,392,014$7,729,642▲ $337,628
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,392,014$7,729,642▲ $337,628
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,392,014$7,729,642▲ $337,628
Total Liabilities and Net Assets / Fund Balance$7,392,014$7,729,642▲ $337,628
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleBaseTotal
-Trustee$14,993$14,993
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,472,173
Investment Income
$1,697
Other Revenue
$0
Change in Net Assets
$337,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,500
Salaries, Compensation, and Employee Benefits$14,993
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$7,987,749--$7,987,749
Other Expenses-$129,000-$129,000
Current Officers, Directors, Trustees, and Key Employees-$14,993-$14,993
Fees for Services Accounting-$4,500-$4,500
Total Functional Expenses$7,987,749$148,493$0$8,136,242
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
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, others at the sponsor who are responsible for the administration of the trust 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
7817906895
Address
870 WINTER STREET, WALTHAM, MA 02451

Signing Officer

Name
Kelly B Lappin
Title
Executive Director,benefits Finance
Phone
7817906895
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly B Lappin
Formed
1996
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Andersen Tax LLC
Address
399 THORNALL STREET 1ST FLOOR, EDISON, NJ 08837
Preparer
Kevin M Fuller
Phone
7322893550
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“Plan is included in the accrual based audited financial statements of the company”

Raw XML Appendix274 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
IRS990/BenefitsToMembersGrp/ProgramServicesAmt07987749
IRS990/BenefitsToMembersGrp/TotalAmt07987749
IRS990/BooksInCareOfDetail/PersonNm0KELLY B LAPPIN
IRS990/BooksInCareOfDetail/PhoneNum07817906895
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0870 WINTER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALTHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002451
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014993
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014993
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt07987749
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01697
IRS990/CYOtherExpensesAmt0133500
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08472173
IRS990/CYRevenuesLessExpensesAmt0337628
IRS990/CYSalariesCompEmpBnftPaidAmt014993
IRS990/CYTotalExpensesAmt08136242
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08473870
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt07987749
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04500
IRS990/FeesForServicesAccountingGrp/TotalAmt04500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0UNITED BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014993
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08473870
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01697
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01697
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A VOLUNTARY EMPLOYEE BENFICIARY ASSOCIATION THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07392014
IRS990/NetAssetsOrFundBalancesEOYAmt07729642
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0129000
IRS990/OtherExpensesGrp/TotalAmt0129000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KELLY B LAPPIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE/EMPLOYER CONT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08472173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08472173
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010989383
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032590
IRS990/PYOtherExpensesAmt0274171
IRS990/PYOtherRevenueAmt033701
IRS990/PYProgramServiceRevenueAmt011404692
IRS990/PYRevenuesLessExpensesAmt0204943
IRS990/PYSalariesCompEmpBnftPaidAmt02486
IRS990/PYTotalExpensesAmt011266040
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011470983
IRS990/ReconcilationRevenueExpnssAmt0337628
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07392014
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07729642
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07392014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07729642
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT ACCOUNTANT PREPARES THE FORM 990. AFTER COMPLETION AND BEFORE FILING THE RETURN, OTHERS AT THE SPONSOR WHO ARE RESPONSIBLE FOR THE ADMINISTRATION OF THE TRUST 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/ExplanationTxt2PLAN IS INCLUDED IN THE ACCRUAL BASED AUDITED FINANCIAL STATEMENTS OF THE COMPANY
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 1:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0060570975
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0RAYTHEON TECHNOLOGIES CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0870 WINTER STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WALTHAM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd002451
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08472173
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0RAYTHEON TECHNOLOGIES CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07392014
IRS990/TotalAssetsEOYAmt07729642
IRS990/TotalAssetsGrp/BOYAmt07392014
IRS990/TotalAssetsGrp/EOYAmt07729642
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0148493
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07987749
IRS990/TotalFunctionalExpensesGrp/TotalAmt08136242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07392014
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07729642
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07987749
IRS990/TotalProgramServiceRevenueAmt08472173
IRS990/TotalReportableCompFromOrgAmt014993
IRS990/TotalRevenueGrp/ExclusionAmt01697
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08472173
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08473870
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07392014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07729642
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0870 WINTER STREET
IRS990/USAddress/CityNm0WALTHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002451
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY B LAPPIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR,BENEFITS FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum07817906895
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTC WELFARE BENEFITS PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KELLY B LAPPIN
ReturnHeader/Filer/BusinessNameControlTxt0UTCW
ReturnHeader/Filer/EIN0816483011
ReturnHeader/Filer/PhoneNum07817906895
ReturnHeader/Filer/USAddress/AddressLine1Txt0870 WINTER STREET
ReturnHeader/Filer/USAddress/CityNm0WALTHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002451
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0399 THORNALL STREET 1ST FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008837
ReturnHeader/PreparerPersonGrp/PhoneNum07322893550
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M FULLER
ReturnHeader/ReturnTs02022-11-14T15:55:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAPPIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,729,642
Liabilities
$0
Net assets
$7,729,642
Revenue
$8,473,870
Expenses
$8,136,242
Net income
$337,628
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