UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND: Form 990, tax year 2022
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- Organization
- UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND (EIN 13-4321969)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202441309349303539
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:09:49-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 057442652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN SCHIRRIPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RIDGEVIEW LANE | AddressLine1Txt |
| City | GREENLAWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134321969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PLANT & PRODUCTION | BusinessNameLine1Txt |
| Business Name Line2 | WORKERS L175 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COSTANTINO SEMINATORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5164873110 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COSTANTINO | PersonFirstNm |
| Person Last | SEMINATORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANN SCHIRRIPA CPA | PreparerPersonNm |
| PTIN | P01540425 | PTIN |
| Preparation | 2024-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COSTANTINO SEMINATORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $47,308,339 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,486,889 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,968,693 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,359,001 | PYInvestmentIncomeAmt |
| CY Investment Income | $173,625 | CYInvestmentIncomeAmt |
| PY Other Revenue | $337,609 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,183,499 | PYTotalRevenueAmt |
| CY Total Revenue | $12,142,318 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,281,967 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $9,425,056 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $721,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $769,797 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $574,408 | PYOtherExpensesAmt |
| CY Other Expenses | $630,909 | CYOtherExpensesAmt |
| PY Total Expenses | $10,577,942 | PYTotalExpensesAmt |
| CY Total Expenses | $10,825,762 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,605,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,316,556 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,242,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,159,874 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $79,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $493,850 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,163,513 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,666,024 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDANTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,248 | ExpenseAmt |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,811,514 | ExpenseAmt |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,811,514 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $10,825,762 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PLANT & PRODUCTION WORKERS | BusinessNameLine1Txt |
| Business Name Line2 | LOCAL 175 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHONY FRANCO | ||||||||
| FUNDS ADMIN | 25.00 | 15.00 | Yes (X) | $548,304 | $0 | $92,072 | ||
| CHARLES PRIOLO | ||||||||
| TRUSTEE | 0.00 | 40.00 | $0 | $128,846 | $88,534 | Yes (X) | ||
| COSTANTINO SEMINATORE | ||||||||
| TRUSTEE | 0.00 | 40.00 | $0 | $120,371 | $87,157 | Yes (X) | ||
| CALOGERO FALZONE | ||||||||
| TRUSTEE | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES KILKENNY | ||||||||
| EMPLOYER TRU | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH MARANDO | ||||||||
| EMPLOYER TRU | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH SANTO | ||||||||
| EMPLOYER TRU | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $548,304 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $249,217 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,763 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $11,968,693 | MembershipDuesAmt |
| Total Contributions | $11,968,693 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $850,264 | TotalRevenueColumnAmt |
| Exclusion | $850,264 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,489,382 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,166,021 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$676,639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$676,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$676,639 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,142,318 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$676,639 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $850,264 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,425,056 | TotalAmt |
| Program Services | $9,425,056 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,014 | TotalAmt |
| Program Services | $560,014 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,509 | TotalAmt |
| Program Services | $66,509 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,582 | TotalAmt |
| Program Services | $110,582 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,692 | TotalAmt |
| Program Services | $32,692 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,810 | TotalAmt |
| Program Services | $257,810 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,475 | TotalAmt |
| Program Services | $28,475 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,512 | TotalAmt |
| Program Services | $149,512 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,530 | TotalAmt |
| Program Services | $108,530 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,492 | TotalAmt |
| Program Services | $14,492 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,388 | TotalAmt |
| Program Services | $27,388 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,314 | TotalAmt |
| Program Services | $1,314 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,747 | TotalAmt |
| Program Services | $12,747 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUTO RENTAL & EXPENSE | $15,909 | $15,909 |
| PAYROLL PROCESSING FEES | $7,301 | $7,301 |
| UTILITIES | $4,080 | $4,080 |
| TELEPHONE | $3,059 | $3,059 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292 | TotalAmt |
| Program Services | $292 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,825,762 | TotalAmt |
| Program Services | $10,825,762 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,307 | BOYAmt |
| EOY | $1,116,678 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,528,700 | BOYAmt |
| EOY | $3,200,017 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,675,941 | BOYAmt |
| EOY | $1,637,346 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,407 | BOYAmt |
| EOY | $15,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $916 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399 | BOYAmt |
| EOY | $1,915 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,113,898 | BOYAmt |
| EOY | $41,862,813 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,068,312 | BOYAmt |
| EOY | $1,325,242 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,242,964 | BOYAmt |
| EOY | $49,159,874 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,451 | BOYAmt |
| EOY | $75,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $417,914 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,451 | BOYAmt |
| EOY | $493,850 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,163,513 | BOYAmt |
| EOY | $48,666,024 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,163,513 | BOYAmt |
| EOY | $48,666,024 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,242,964 | BOYAmt |
| EOY | $49,159,874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,316,556 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,185,955 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BROKER | $345,662 |
| OPERATING LEASE LIABILITY | $72,252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $417,914 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,142,318 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $12,142,318 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $12,142,318 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,825,762 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $10,825,762 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $10,825,762 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| ANTHONY FRANCO | ||||||
| FUNDS ADMIN | $548,304 | $92,072 | $640,376 | |||
| CHARLES PRIOLO | ||||||
| TRUSTEE | $128,846 | $88,534 | $217,380 | |||
| COSTANTINO SEMINATORE | ||||||
| TRUSTEE | $120,371 | $87,157 | $207,528 | |||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWD BY FUND ADMINISTRATOR. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THROUGH DIRECTORS ANNUAL DISCLOSURE STATEMENTS |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL BY BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 15B | APRROVAL BY BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AND THROUGH PUBLIC DISCLOSURE (FORM 5500) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UPPW ANNUITY | |||||||||
| UNION LOCAL 175 ANNUITY FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 203143138 | BENEFIT FD | 501C | N/A | false |
| UPPW PENSION | |||||||||
| UNION LOCAL 175 PENSION FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 203143185 | BENEFIT FD | 501C | N/A | false |
| CONSTRUCTION COUNCIL 175 | |||||||||
| CONSTRUCTION COUNCIL 175 UNION | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 202930626 | BENEFIT FD | 501C | N/A | false |
| UPPW APPRENTICE | |||||||||
| UNION LOCAL 175 APPRENTICE FUND | 99 MINEOLA AVENUE | ROSYLN | NY | 11577 | 134321969 | BENEFIT FD | 501C | N/A | false |
| IJUAT BENEFIT FUND | |||||||||
| IUJATLOCAL 175 BENEFIT FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 261392994 | BENEFIT FU | 501C | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATTACHED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| UPPW PENSION | |||
| UPPW PENSION | O | $318,135 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | O | $48,947 | ALLOCATED TIME |
| UPPW ANNUITY | |||
| UPPW ANNUITY | O | $98,427 | ALLOCATED TIME |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | O | $109,750 | ALLOCATED TIME |
| UPPW PENSION | |||
| UPPW PENSION | N | $8,838 | SQUARE FOOTAGE |
| UPPW ANNUITY | |||
| UPPW ANNUITY | N | $4,419 | SQUARE FOOTAGE |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | N | $23,522 | SQUARE FOOTAGE |
| UPPW PENSION | |||
| UPPW PENSION | Q | $168,161 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | Q | $11,754 | ALLOCATED TIME |
| UPPW ANNUITY | |||
| UPPW ANNUITY | Q | $63,443 | ALLOCATED TIME |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | Q | $20,535 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | O | $51,613 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | N | $3,564 | SQUARE FOOTAGE |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | Q | $6,188 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | N | $11,754 | ALLOCATED TIME |
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