2024-07-23T07:26:39-05:00 2023-12-31 043176941 O'BRIEN RILEY & RYAN PC 35 BRAINTREE HILL OFF PARK STE 201 BRAINTREE MA 02184 990 2023-01-01 200575135 NAGE SEIU LOCAL 5000TRIAL COURT OF MASSACHUSETTS HEALTH AND WELFARE FUND NAGE 6177738947 159 BURGIN PARKWAY QUINCY MA 02169 JOSEPH SACCO TRUSTEE 6177738947 2024-07-18 1 JOSEPH SACCO 999009999 0 PAUL C RYAN P01038635 7814102300 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z THE TRUSTEES 159 BURGIN PARKWAY QUINCY MA 02169 2021330 0 X N/A X 1984 MA PAYMENT OF DENTAL, VISION, DEPENDENT CARE AND DEATH BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 4 4 0 0 0 0 0 0 2146314 1866864 34668 74997 0 0 2180982 1941861 0 0 1937227 2018742 0 0 0 0 0 101805 98771 2039032 2117513 141950 -175652 1835319 1659667 0 0 1835319 1659667 PAYMENT OF DENTAL,VISION, DEPENDENT CARE AND DEATH BENEFITS FOR PARTICIPANTS AND THEIR BENEFICIARIES. 0 0 2118763 1866864 THE FUND PROVIDES FOR DENTAL BENEFITS THROUGH INSURANCE, AND THE PAYMENT OF VISION BENEFITS, DEPENDENT CARE BENEFITS AND DEATH BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE BENEFICIARIES. THE FUND HAD AN AVERAGE OF 2,045 EMPLOYEE PARTICIPANTS DURING THE YEAR. 2118763 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOHANNA MCNALLY 6174795814 159 BURGIN PARKWAY QUINCY MA 02169 X JOSEPH SACCO TRUSTEE 1.00 X 0 0 0 CHRISTINE HEGARTY TRUSTEE 1.00 X 0 0 0 LISA ANTONELLI JONES TRUSTEE 1.00 X 0 0 0 JILL SAMPSON TRUSTEE 1.00 X 0 0 0 DIANE DUGAN TRUSTEE 1.00 X 0 0 0 DORIANNA MADEIROS TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER/COBRA CONTRIB 525100 1866864 1866864 1866864 54466 54466 100000 79469 20531 20531 20531 1941861 1866864 0 74997 2018742 1656 11234 3750 947 4494 ADMINISTRATION (13 MONT 66085 TPA BENEFITS ADMINISTRA 10019 BANK CHARGES 586 2117513 271130 121357 1564189 1538310 1835319 1659667 0 0 X 1835319 1659667 0 0 0 0 1835319 1659667 1835319 1659667 -175652 0 X X 1 X 0 1 0 0 BAIRD FDS-CORE PLUS BD FUND INST 843543 C PIMCO FDS-LOW DURATION FD CL D 520470 C VANGUARD TOTAL STOCK MARKET FUND 102290 C HARDING LOEVNER INT'L EQUITY PORT 72007 C 1538310 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED THE TRUSTEES PRIOR TO FILING FOR THEIR REVIEW. AT A MEETING, THE TRUSTEE APPROVED THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL SIGNIFICANT DECISIONS ARE MADE BY A MAJORITY OF THE TRUSTEES. TRUSTEES ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON WRITTEN REQUEST. A FEE MAY BE CHARGED FOR THE COST OF COPYING THE DOCUMENTS. FORM 990, PART XII, LINE 2B: THE FUND'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY. AT THE TIME OF FILING OF THIS FORM 990 THE AUDIT FOR THE CALENDAR YEAR 2023 HAS NOT BEGUN. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF THE FINANCIAL STATEMENTS WHICH ARE PREPARED ON THE MODIFIED CASH BASIS. THE PROCESS HAS NOT CHANGED FROM THE PROCESS FOLLOWED IN THE PRIOR YEAR.