BETA

INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND (EIN 13-1739714)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-27
IRS object ID
202441799349300009
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-06-27T06:43:06-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131739714EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL UNION OF OPERATINGBusinessNameLine1Txt
Business Name Line2ENGINEERS LOCAL 137 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone9147621268PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY LOUGHLINPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone9147621268PhoneNum
Signature2024-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastLOUGHLINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$50,731,421GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTP://IUOELOCAL137.COM/WebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$149,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$22,282,751PYProgramServiceRevenueAmt
CY Program Service Revenue$24,508,847CYProgramServiceRevenueAmt
PY Investment Income-$1,545,180PYInvestmentIncomeAmt
CY Investment Income$486,594CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$20,886,571PYTotalRevenueAmt
CY Total Revenue$24,995,441CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$21,933,414PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$24,663,174CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,001,401PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,123,231CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$654,275PYOtherExpensesAmt
CY Other Expenses-$390,179CYOtherExpensesAmt
PY Total Expenses$23,589,090PYTotalExpensesAmt
CY Total Expenses$25,396,226CYTotalExpensesAmt
PY Revenues Less Expenses-$2,702,519PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$400,785CYRevenuesLessExpensesAmt
Total Assets BOY$32,122,929TotalAssetsBOYAmt
Total Assets EOY$36,079,279TotalAssetsEOYAmt
Total Liabilities BOY$4,688,458TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,086,974TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,434,471NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,992,305NetAssetsOrFundBalancesEOYAmt
MissionTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document701IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALBERT WASSELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9147621268PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFFREY LOUGHLIN
UNION TRUSTEE1.000.00Yes (X)$0$0$0
JAMES SASSO
UNION TRUSTEE1.000.00Yes (X)$0$0$0
MICHAEL MILLER
UNION TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD LOMBARDI
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
MARK FANTE
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
JOHN COONEY
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
RITA KOSTIK
FUND MANAGER - THRU 06/2310.0030.00$111,105$0$34,470Yes (X)
ALBERT WASSELL
FUND MANAGER - EFF 07/2310.0030.00$89,429$0$59,046Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$200,534TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$93,516TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BASIL CASTROVINCI & ASSOC
36 HOPATCHUNG RDHOPATCONGNJ07843ACTUARY/MED TPA$611,554
SCHULTHEIS & PANETTIERI LLP
450 WIRELESS BLVDHAUPPAUGENY11788ACCOUNTANT$238,068
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIB237310$21,178,989$21,178,989
PARTICIPANTS' CONTRIB237310$3,329,858$3,329,858
FieldValueIRS element (for citing)
Total Program Service Revenue$24,508,847TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$781,710TotalRevenueColumnAmt
Exclusion$781,710ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,440,864SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$25,735,980SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$295,116SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$295,116TotalRevenueColumnAmt
Exclusion-$295,116ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,995,441TotalRevenueColumnAmt
Related Or Exempt Func Income$24,508,847RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$486,594ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$24,663,174TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$294,050TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$322,720TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$326,473TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$140,056TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,932TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,929TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$153,792TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$112,849TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$42,724TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,577TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,544TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$59,010TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,337TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
PENS REL CHANGES OTHER-$124,956
REIMB PAYROLL,BEN & TAX-$760,985

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,396,226TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$915,295BOYAmt
EOY$3,887,849EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$705,524BOYAmt
EOY$746,097EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,424,262BOYAmt
EOY$4,061,758EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$24,927,594BOYAmt
EOY$27,320,321EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$150,254BOYAmt
EOY$63,254EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,122,929BOYAmt
EOY$36,079,279EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,157BOYAmt
EOY$347,747EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,593,301BOYAmt
EOY$6,739,227EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,688,458BOYAmt
EOY$7,086,974EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$27,434,471BOYAmt
EOY$28,992,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,434,471BOYAmt
EOY$28,992,305EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,122,929BOYAmt
EOY$36,079,279EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$400,785ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,958,619NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
CLAIMS PAYABLE$4,364,393
ESCROW LIABILITY$522,894
VACATION BENEFITS PAYABLE$647,000
SAVINGS/PSL BENEFITS PAYABLE$803,000
NET PENSION LIABILITY$401,940
FieldValueIRS element (for citing)
Total Liability$6,739,227TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$26,841,211TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,958,619NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,958,619RevenueNotReportedAmt
Revenue Subtotal$24,882,592RevenueSubtotalAmt
Investment Expenses Not Incld$112,849InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$112,849RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,995,441TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$23,410,991TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$23,410,991ExpensesSubtotalAmt
Investment Expenses Not Incld2$112,849InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,872,386OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,985,235ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,396,226TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN CLAIMS PAYABLE AND IBNR 1,997,342. PENS REL CHANGES OTHER THAN BENEFIT COSTS -124,956.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CREVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
APPRENTICE FUND IUOE L 137 A B C R AFL-CIO
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131968055PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATIONNY501(C)3LINE 2N/A0
THE PENS PLAN IUOE L 137 A B C R AFL-CIO
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131825849PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS.NY501(A)N/AN/A0
ANNUITY FUND IUOE L 137 A B C R AFL-CIO
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510133204596PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS.NY501(A)N/AN/A0
IUOE LOCAL 137 A B C R AFL-CIO
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131739715LABOR UNIONNY501(C)5N/AN/A0
OPERATING ENGINEER LOCAL 137 LMCT
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510826654758TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENTNY501(C)5N/AN/A0
SEE SCHEDULE R SUPPLEMENTAL INFORMATION

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE R SUPPLEMENTAL INFORMATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VII - SUPPLEMENTAL INFORMATIONCERTAIN 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. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.
FORM 990 SCHEDULE R, PART IV:FORM 990 SCHEDULE R, PART IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (A)NAME OF RELATED ORGANIZATION 58A J.V.D. INDUSTRIES, LTD. A&J CONSTRUCTION DBA ALCAIDE INC A&K SLIP FORMING INC. A. R. BALDWIN CRANE & EQUIPMENT ACCESS ANVIL CORP. AFFORDABLE HOUSING CONCEPT AHC ALL ACTION ARCHITECTURAL METAL & GLASS ALLIED POWER ALLIGATOR CONTRACTING AMERICAN PILE AND FOUNDATION LLC A-QUICK PICK CRANE SERVICE ARBEN GROUP, LLC ARGENIO BROTHERS ASCAPE LANDSCAPE CONST. CORP. ASF CONSTRUCTION & EXCAVATION CORP. ATLANTIC COAST DISMANTLING, LLC AVANTI BUILDING CONSTRUCTION AXIS STABILIZATION BADGER DAYLIGHTING CORP. BANCKER CONSTRUCTION CORP. BARNHART CRANE & RIGGING CO BAY CRANE SERVICE, INC. BEN CICCONE INC. BENZING DINMORE ERECTORS DBA BD ERECTORS BILOTTA CONSTRUCTION CORP. BLACK IRON ERECTORS, LLC BLAIS INDUSTRIES, INC BOND CIVIL & UTILITY CONSTRUCTION, INC BRADHURST SITE CONSTR. CORP. BREWSTER TRANSIT MIX CORP. BRIAN TREMATORE PLUMBING & HEATING INC BRIGHTVIEW LANDSCAPE DEVELOPMENT BURT CRANE & RIGGING BUTLER CONSTRUCTION GROUP BYRAM CONCRETE&SUPPLY, LLC. CALLANAN INDUSTRIES, INC. CENTRAL JERSEY WRECKING& RECYLING, INC. CHAMPIONS PAINTING SPECIALTY SERVICES CHARPS, LLC COFIRE ASPHALT CORP. COMMODORE CONSTRUCTION GROUP CONCRETE CUTTING COMPANY INC. CONSTRUCTION RESOURCES CORP OF NEW YORK CON-TECH CONST. TECHNOLOGY INC COOK DRILLING CORPORATION COPPOLA PAVING & LANDSCAPING CORP. COPPOLA SERVICES D & J CONCRETE CORP. D.A. COLLINS CONST. CO. INC. DAKOTA CONCRETE SERVICES LLC DANELLA CONSTRUCTION OF NY INC DEFOE CORPORATION DONEGAL CONSTRUCTION CORP. DORAL CORPORATION E.E. CRUZ & COMPANY, INC. E.J. ENERGY LLC EASTERN EXCAVATION INC. ECCO III ENTERPRISES INC. EDISON AVENUE RECYCLE ELDERLEE INC. ELQ INDUSTRIES, INC EMI GUIDE RAIL,INC. ERECTION & WELDING CONTRACTING, LLC FOS DEVELOPMENT CORP
FORM 990 SCHEDULE R, PART IVGABRIEL STEEL ERECTORS GIANFIA CORP. GMAC CONSTRUCTION, LLC GRACE INDUSTRIES, LLC GRANITEWORKS INC. H & L CONTRACTING LLC HALMAR INTERNATIONAL LLC HARRISON & BURROWES BRIDGE CON HAWKEYE, LLC HIGHLINE RIGGERS LLC HUDSON VALLEY BRIDGE CONST.INC HUDSON VALLEY CRANE, LLC HULL CONST. & RESTORATION ICON CONSTRUCTION GROUP, INC J & M CUSTOM SHEET METAL, LLC J. D'ANNUNZIO & SONS J. FLETCHER CREAMER & SONS INC J.T CLEARY, INC. JECI CORP JESCO, INC. JETT INDUSTRIES, INC. JOHN CIVETTA & SONS INC. JOKEN DEVELOPMENT CORPORATION JOSEPH CARDUCCI,INC. JR CRUZ JUDLAU - TC ELECTRIC JV KANE CONTRACTING, INC. KELLER INDUSTRIAL INC KENVIL UNITED CORP, KIEWIT-SHEA CONSTRUCTORS KINETIC DEMOLITION AND ENGINEERING L.M. SESSLER EXCAVATING & WRECKIG, INC LAURA LI INDUSTRIES LLC LAWS CONSTRUCTION CORP. LEA ROME EXCAVATING LLC LEGGIO MAINTENANCE CORP LOMMA LLC DBA JK CRANE LOSPOTO LANDSCAPING MACE CONTRACTING CORPORATION MAXIM CRANE WORKS, INC. MC VAC ENVIRONMENTAL SERV MCCAREY LANDSCAPING, INC. MECT, INC MGM YONKERS, INC MOHEGAN ASSOCIATES, INC. MONTESANO CONTRACTING INC MORANO BROTHERS CORP. MTS INFRASTRUCTURE LLC NDL ASSOCIATES INC. NETWORK INFRASTRUCTURE NICHOLSON CORP. NICKY DIGGS EXCAVATION /DBA LAND-V-SCAPE NORDIC CONTRACTING CO. INC NORTH COUNTRY GARDEN CENTER, INC. NORTHBROOK CONTRACTING CORP. NORTHEAST INDUST MAINT INC NORTHEAST STRUCTURAL STEEL NORTHSTAR CONTRACTING GROUP, INC NY ASPHALT INC. OCS INDUSTRIES, INC OLORI CRANE SERVICE INC. P.A.B. CONTRACTING, CORP. PALADINO CONCRETE CREATIONS CO PALEEN CONSTRUCTION CORP. PAPITTO CONSTRUCTION CO., INC. PAT CORSETTI, INC. PATRIOT LOGISTICS, INC PCI INDUSTRIES CORP. PECKHAM MATERIALS CORP. PECKHAM ROAD CORP. PERMADUR INDUSTRIES,INC SISSCO PETER J. LANDI, INC. PETILLO, INC PETRILLO CONTRACTING, INC. PHOENIX HMA, INC POSILLICO CIVIL, INC. PRECAST SERVICES INC. PRECISION CARPENTRY OF WESTCHESTER, INC PRECISION CONCRETE PUMPING, I. PRO ASPHALT LLC R. PUGNI & SONS INC. RCA ASPHALT, LLC RESTANI CONSTRUCTION CORP RIGGS DISTLER & CO., INC ROBERT L. GEROSA INC. ROCK TECH INC ROGER & SONS CONCRETE SAFWAY SERVICES, LLC SAUTTER CRANE RENTAL, INC SHAWN'S LAWNS INC SIMPSON & BROWN INC. SITEWORKS CONTRACTING CORP. SKANSKA ECCO III JV SKANSKA USA CIVIL NORTHEAST INC SOIL SOLUTION, INC STATE CONTRACTING CORP. OF NY DBA CAPITAL INDUSTRIES STEP-MAR CONTRACTING CORP STEVE GIORDANO BLDS, INC. STRUCTURAL SERVICES OF NY INC. SUN UP CONSTRUCTION CORP. SUN UP PAYROLL CORP. SUNBELT RENTALS, INC SUPOR RIGGING THALLE INDUSTRIES INC. THE GRASSO COMPANIES LLC THE SMEDLEY COMPANY THE TREMSON CORPORATION TILCON NY INC. TRANSIT CONSTRUCTION CORP. TREVCON CONSTRUCTION TRI-STATE GROUNDWATER SLOUTIONS, LLC TRIUMPH CONSTRUCTION CORP. TULLY CONSTRUCTION TUTOR PERINI TYREK HEIGHTS ERECTORS UNDERPINNING & FOUNDATION SKANSKA UNIK GROUP UNION PAVING AND CONSTRUCTION CO, UNITED CIVIL INC. US CONCRETE / JENNA, LLC V.S. CONSTRUCTION CORP. VERDE ELECTRIC CORP VERNON HILLS CONTRACTING CORP. VILLA CONSTRUCTION INC. WATERS CONSTRUCTION CO. INC / DBA WATERS PAVING WESTCHESTER HILLS CONTRACTING LLC YONKERS CONTRACTING CO. INC. YONKERS EXCAVATING CORP. FORM 990, SCHEDULE R, PART II - IDENTIFICATION OF RELATED TAX EXEMPT ORGANIZATIONS (A)NAME OF ORGANIZATION INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION 15, 15-A, 15-B, 15-C & 15-D INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 478-A, 478-C, 478-D, 478-E INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138, 138-A, 138-B & 138-C INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 158 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 825

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