2026-06-22T05:57:47-05:00 2025-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2025-01-01 132648599 LOCAL 15 15A 15D OPERATING ENGINEERS APPR SKILL IMPROVEMENT & SAFETY FUND LOCA 2122557657 44-40 11TH STREET LONG ISLAND CITY NY 11101 CATHERINE CHASE FUND ADMINISTRATOR 2122557657 2026-06-22 1 VINCENT F PANETTIERI P00366812 6312734778 2025 2025-03-06 01:10:19Z CATHERINE CHASE 44-40 11TH STREET LONG ISLAND CITY NY 11101 6178178 0 X N/A X 1969 NY TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 5 5 25 0 0 0 3122469 397496 5700617 5649354 118442 115303 26888 16025 8968416 6178178 0 0 0 0 4629223 4942492 0 0 0 1861888 1983180 6491111 6925672 2477305 -747494 6503600 5848981 219106 311981 6284494 5537000 TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 6574874 5665379 TO PROVIDE APPRENTICE TRAINING SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 6574874 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 25 1 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CATHERINE CHASE 2122557657 44-40 11TH STREET LONG ISLAND CITY NY 11101 CATHERINE CHASE FUND ADMINISTRATOR 2.00 38.00 X 0 396825 80091 PATRICK PETERSON FUND DIRECTOR 40.00 0.00 X 367086 0 87478 MARIE SULLIVAN COORDINATOR 40.00 0.00 X 316773 0 82719 CRAIG PIANO INSTRUCTOR 40.00 0.00 X 289776 0 118422 MICHAEL NAPOLITANO INSTRUCTOR 40.00 0.00 X 289166 0 118178 ALBERT CRAWLEY INSTRUCTOR 40.00 0.00 X 240908 0 101647 RAYMOND PATRICE INSTRUCTOR 40.00 0.00 X 198240 0 84123 THOMAS CALLAHAN UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN MCNAMARA UNION TRUSTEE - EFF 01/25 1.00 0.00 X 0 0 0 JAMES CALLAHAN UN/ALT TRUSTEE - EFF 09/25 1.00 0.00 X 0 0 0 ANTHONY LAROSA ALTERNATE UNION TRUSTEE - THRU 06/25 1.00 0.00 X 0 0 0 ROBERT SHAW JR ALTERNATE UNION TRUSTEE - THRU 04/25 1.00 0.00 X 0 0 0 MICHAEL SALGO EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 ROBERT WESSELS EMPLOYER TRUSTEE - EFF 09/25 1.00 0.00 X 0 0 0 WILLIAM TYSON EMPLOYER TRUSTEE - THRU 09/25 1.00 0.00 X 0 0 0 1701949 396825 672658 6 0 1 0 NORTHEAST GAS ASSOCIATION 1800 WEST PARK DRIVE STE 340 WESTBOROUGH MA 01581 TESTING QUALIFICATION SERVICES 171316 ARROW SECURITY 300 WEST MAIN STREET SMITHTOWN NY 11787 SECURITY SERVICES 169320 2 379742 17754 397496 EMPLOYER CONTRIBUTIONS 237990 5649354 5649354 5649354 115303 115303 REIMBURSED EXPENSES 237990 16025 16025 16025 6178178 5665379 0 115303 455357 455357 3010141 3010141 705420 705420 532811 532811 238763 238763 43360 43360 24517 24517 131374 131374 13950 13950 7751 7751 11771 11771 13496 13496 301051 289963 11088 89708 89708 MATERIALS & SUPPLIES 344554 344554 REIMBURSEMENTS TO RELAT 264082 264082 SECURITY 175104 175104 REPAIRS & MAINTENANCE 174697 174697 387765 387765 6925672 6574874 350798 0 300 300 2741910 1840977 35377 30408 20181 22013 5982268 3153369 2585651 2828899 1034281 1078543 85900 47841 6503600 5848981 129236 253495 89870 58486 219106 311981 X 0 0 0 0 6284494 5537000 6284494 5537000 6503600 5848981 -747494 0 X 0 1 X 1 0 X 37501 35972 35270 22469 17754 148966 4827847 4900397 5057103 5700617 5649354 26135318 4865348 4936369 5092373 5723086 5667108 26284284 0 0 0 26284284 11926 23601 85658 118442 115303 354930 11926 23601 85658 118442 115303 354930 5990 13153 151646 3126888 395767 3693444 4883264 4973123 5329677 8968416 6178178 30332658 0.86650 0.86160 0.01170 0.00920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2021 AMOUNT: $ 5,990. 2022 AMOUNT: $ 13,153. 2023 AMOUNT: $ 1,213. TEACHING REIMBURSEMENTS - 2023 AMOUNT: $ 150,433. 2024 AMOUNT: $ 26,888. 2025 AMOUNT: $ 16,025. UNION CONTRIBUTION - 2024 AMOUNT: $ 3,100,000. 2025 AMOUNT: $ 379,742. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37056 22904 14152 4900199 2569920 2330279 1045013 560545 484468 2828899 DUE TO RELATED ORGANIZATIONS 10645 FINANCING LEASES 47841 58486 X 6178178 0 6178178 0 6178178 6925672 0 6925672 0 6925672 PART X, LINE 2: THE PLAN BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 ''INCOME TAXES''. X 0 0 0 0 0 0 0 0 0 CATHERINE CHASE FUND ADMINISTRATOR 0 375266 0 21559 0 0 0 46688 0 33403 0 476916 0 0 PATRICK PETERSON FUND DIRECTOR 345386 0 19845 0 1855 0 54075 0 33403 0 454564 0 0 0 MARIE SULLIVAN COORDINATOR 297803 0 17115 0 1855 0 49316 0 33403 0 399492 0 0 0 CRAIG PIANO INSTRUCTOR 257785 0 9399 0 22592 0 65446 0 52976 0 408198 0 0 0 MICHAEL NAPOLITANO INSTRUCTOR 257175 0 9399 0 22592 0 65318 0 52860 0 407344 0 0 0 ALBERT CRAWLEY INSTRUCTOR 209215 0 9101 0 22592 0 56706 0 44941 0 342555 0 0 0 RAYMOND PATRICE INSTRUCTOR 166547 0 9101 0 22592 0 47578 0 36545 0 282363 0 0 0 SUPPLEMENTAL INFORMATION THE FUND ADMINISTRATOR RECEIVES COMPENSATION AND BENEFITS IN THEIR CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE APPRENTICE FUND PORTION OF THESE EXPENSES IS 5% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. X EQUIPMENT 1 379742 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION'S TOTAL VOTING MEMBERS INCLUDE THE ALTERNATE UNION TRUSTEE, WHO ONLY HAS VOTING RIGHTS IN THE ABSENCE OF A UNION TRUSTEE. FORM 990, PART VI, SECTION A, LINE 2 THOMAS CALLAHAN, WHO SERVES AS TRUSTEE, IS THE BROTHER OF JAMES CALLAHAN, WHO SERVES AS A TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS DISCUSSED AT TRUSTEES MEETINGS ANNUALLY. TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY CONFLICTS THEY MAY HAVE AND ARE REMINDED THAT THEY SHOULD BE BROUGHT TO THE BOARD'S ATTENTION IMMEDIATELY, IF ONE DOES ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 15 WELFARE FUND 44-40 11TH STREET LONG ISLAND CITY NY 11101 136694320 TO PROVIDE HEALTH AND WELFARE BENEFITS NY 501(C)(9) N/A N/A 0 IUOE LOCAL 15 ANNUITY FUND 44-40 11TH STREET LONG ISLAND CITY NY 11101 132899670 TO PROVIDE RETIREMENT BENEFITS NY 501(A) N/A N/A 0 PENS PLAN FOR THE EMP OF LOCAL 15 44-40 11TH STREET LONG ISLAND CITY NY 11101 135159024 TO PROVIDE RETIREMENT BENEFITS NY 501(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 IUOE LOCAL 15 WELFARE FUND P 281814 AMOUNT PAID