2026-07-20T13:36:54-05:00 2025-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2025-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 9147621268 2026-07-20 1 VINCENT F PANETTIERI P00366812 6312734778 2025 2025-03-06 01:10:19Z ALBERT WASSEL 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 55780365 0 X HTTP://IUOELOCAL137.COM/ X 1951 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 5 0 0 0 0 0 23629489 24813589 2036393 1917568 0 0 25665882 26731157 0 0 24973300 20140626 1063959 1087989 0 0 0 -1172706 -734905 24864553 20493710 801329 6237447 37227899 44363533 5856865 5845585 31371034 38517948 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 0 0 1 342 0 1 5 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALBERT WASSELL 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 1.00 5.00 X X 0 0 0 JAMES SASSO UNION TRUSTEE 1.00 5.00 X X 0 0 0 MICHAEL MILLER UNION TRUSTEE 1.00 5.00 X X 0 0 0 JOHN COONEY EMPLOYER TRUSTEE 1.00 4.00 X X 0 0 0 RICHARD LOMBARDI EMPLOYER TRUSTEE 1.00 4.00 X X 0 0 0 MARK FANTE EMPLOYER TRUSTEE 1.00 4.00 X X 0 0 0 ALBERT WASSELL FUND MANAGER 10.00 30.00 X 158766 0 110744 158766 0 110744 1 0 1 0 BASIL CASTROVINCI & ASSOC 36 HOPATCHUNG RD HOPATCONG NJ 07843 ACTUARY/MED TPA 592902 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 ACCOUNTANT 308647 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 HEALTH CLAIM PROCESS 166980 3 EMPLOYERS' CONTRIB 237310 21335087 21335087 PARTICIPANTS' CONTRIB 237310 3478502 3478502 24813589 921884 921884 30044892 29049208 995684 995684 995684 26731157 24813589 0 1917568 20140626 269510 324906 305599 150591 37383 41487 191662 101003 35024 40756 45228 53460 13527 PENS REL CHANGES OTHER -536732 REIMB PAYROLL,BEN & TAX -720320 20493710 4137739 7372548 710692 1209265 3014249 4572803 28675622 29995083 689597 1213834 37227899 44363533 369937 529973 5486928 5315612 5856865 5845585 X 0 0 0 0 31371034 38517948 31371034 38517948 37227899 44363533 6237447 909467 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 2300147 ESCROW LIABILITY 1114326 VACATION BENEFITS PAYABLE 719000 SAVINGS/PSL BENEFITS PAYABLE 765000 DUE TO BROKER 417139 5315612 X 27539621 909467 909467 26630154 101003 101003 26731157 21817784 0 21817784 101003 -1425077 -1324074 20493710 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''. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR -888,345. PENS REL CHANGES OTHER THAN BENEFIT COSTS -536,732. X 0 0 0 ALBERT WASSELL FUND MANAGER 158766 0 0 0 0 0 66592 0 44152 0 269510 0 0 0 SCHEDULE J, PART I I ALBERT WASSELL RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS FUND MANAGER OF THIS ENTITY AND THE RELATED UNION, LABOR MANAGEMENT COOPERATIVE TRUST, PENSION, APPRENTICE, AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 25% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. APPRENTICE FUND IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATION NY 501(C)3 LINE 2 N/A 0 THE PENS PLAN IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131825849 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 ANNUITY FUND IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 IUOE LOCAL 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 N/A N/A 0 OPERATING ENGINEER LOCAL 137 LMCT 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 826654758 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT NY 501(C)5 N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 PART VII - SUPPLEMENTAL INFORMATION CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137, 137A, 137B, 137C, 137R (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. 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