2024-10-11T12:17:37-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 116302784 WELFARE FUND OF HEAT AND FROST INSULATORS LOCAL 12 WELF 7187848883 35-53 24TH STREET LONG ISLAND CITY NY 11106 JOHN JOVIC UNION TRUSTEE 7187848883 2024-10-11 1 1 CAROL WESTFALL P00539069 6312734778 2023 2024-10-15 13:58:12Z JOHN SARDO 8 FAIRFIELD BLVD WALLINGFORD CT 06492 27751969 0 X N/A X 1950 NY PLAN'S PURPOSE IS TO PROVIDE MEDICAL, VACATION, HRA AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 10 10 1 0 0 0 39865 0 15781582 14645759 560760 355342 85000 85000 16467207 15086101 0 0 16941919 15932695 418177 132861 0 0 0 423715 639766 17783811 16705322 -1316604 -1619221 30527836 30003366 5827368 5178009 24700468 24825357 PLAN'S PURPOSE IS TO PROVIDE MEDICAL, VACATION, HRA AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PLAN'S PURPOSE IS TO PROVIDE MEDICAL, VACATION, HRA AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 1 0 1 1 0 0 1 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 1 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 8606040897 8 FAIRFIELD BLVD STE 105 PO BOX WALLINGFORD CT 06492 CHRISTOPHER COOK UNION TRUSTEE 1.00 0.00 X 0 0 0 MARK BAYALA UNION TRUSTEE 1.00 0.00 X 0 0 0 NICHOLAS GRGAS UNION TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN MCCANN UNION TRUSTEE 1.00 0.00 X 0 0 0 OCTAVIO SOARES ALT UNION TRUSTEE 1.00 0.00 X 0 0 0 RICHARD BUDINICH EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 DONALD DONNELLY EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 AL DURANTI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER GRANDO EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 TIMOTHY HARTNETT EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 BRIAN AULL ALT EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MAGALI AVILA -THRU 523 INTERIM FUND MANAGER 16.00 19.00 X 71587 0 51036 JOHN JOVIC UNION TRUSTEE 1.00 0.00 X 0 0 0 71587 0 51036 0 0 0 0 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BOULEVARD HAUPPAUGE NY 11788 ACCOUNTING & AUDIT 271763 1 EMPLOYERS' CONTRIB. 238220 10500331 10500331 PARTICIPANTS' CONTRIB. 238220 4145428 4145428 14645759 279294 279294 12741916 12665868 76048 76048 76048 OTHER INCOME 235220 85000 85000 85000 15086101 14730759 0 355342 15932695 122623 1853 1398 6987 58953 152286 242455 64945 255472 41901 95916 46383 26254 10197 166004 REIMB TO RELATED ORG -521000 16705322 9094924 4137421 39817 2029799 2935693 3994730 112204 81613 40788 30591 9296933 9413538 8850691 9933959 268990 463328 30527836 30003366 176877 124789 1504365 1293369 4146126 3759851 5827368 5178009 X 0 0 0 0 24700468 24825357 24700468 24825357 30527836 30003366 -1619221 1744110 0 X 0 1 X 1 0 0 1 X 112204 81613 30591 30591 COMMON COLLECTIVE TRUST FUNDS 7129233 F PARTNERSHIPS/JOINT VENTURES 1814306 F UNALLOCATED CONTRACT 990420 F 9933959 DUE TO RELATED ORGANIZATIONS 692222 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 2894600 OPERATING LEASE PAYABLE 173029 3759851 16765266 1744110 1744110 15021156 64945 64945 15086101 16764577 0 16764577 64945 -124200 -59255 16705322 PART IV, LINE 2B: SURETY DEPOSITS COLLECTED FROM CONTRACTORS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS CURRENTLY PAYABLE -124,200. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS COMPLETED IN CONJUNCTION WITH THE THIRD-PARTY ADMINISTRATOR AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S CONFLICT OF INTEREST POLICY ("POLICY"), THE TRUSTEES AND MEMBERS OF THE FUND'S ADMINISTRATIVE STAFF HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD OF TRUSTEES. IN ADDITION TO THE AFORESAID CONTINUOUS OBLIGATION TO DISCLOSE, THE FUND'S POLICY REQUIRES TRUSTEES AND MEMBERS OF THE FUND'S ADMINISTRATIVE STAFF TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST, TO THE EXTENT REQUIRED BY LAW. PENSION FUND OF HEAT & FROST INSULATORS LOCAL 12 35-53 24TH STREET LONG ISLAND CITY NY 11106 516045262 RETIREMENT BENEFITS NY 501(A) N/A N/A 0 ANNUITY FUND OF HEAT & FROST INSULATORS LOCAL 12 35-53 24TH STREET LONG ISLAND CITY NY 11106 136101711 RETIREMENT BENEFITS NY 501(A) N/A N/A 0 APPRENTICE JOURNEYWORKER EDUCATION FUND OF HEAT & FROST INSULATORS LOCAL 12 35-53 24TH STREET LONG ISLAND CITY NY 11106 113084552 APPRENTICE TRAINING BENEFITS NY 501(C)(3) LINE_2_SCHOOL_DESCRI N/A 0 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LCL 1 35-53 24TH STREET LONG ISLAND CITY NY 11106 135574122 LABOR UNION 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 FORM 990, PART VII, SECTION A CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF IAH&F INSUL & ALLIED WKRS LOCAL 12 (THE UNION"). ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION. THE INFORMATION DISCLOSED ON THE SCHEDULE R SUPPLEMENTAL INFORMATION FOR RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP (A) NAME ATLANTIC CONTRACTING & SPECIALTIES, LLC ADRIA INFRASTRUCTURE, LLC BRAND ENERGY SERVICES LLC HORIZON CONTRACTING LLC LEGACY INSULATION, LLC MECHANICAL ADVANTAGE CONSTRUCTION, LLC XTREME MECH. INSULATION LLC WELKIN MECHANICAL LLC FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (A) NAME ACS SYSTEM ASSOCIATES, INC AIR-TEK MECHANICAL INC. AIRTONE CORPORATION ALPINE ENTERPRISES NY LTD AMR SERVICES INC. BISSETTA & LIST, INC. BOILERMATIC WELDING INDUSTRIES, INC. BROTHERS INSULATION INC CARDOZA PLUMBING CORP. CENTRAL MECHANICAL SYSTEMS INC COLDWATER INSULATION, INC. DMN INSULATION INC. ECO THERMAL CONTRACTING, INC. ECOLINE INS. INC. EFTIS GROUP INC. EMPIRE CONTROL ABATEMENT INC. EVELICH II INSULATION EXPERT INSULATION CORP G.M INSULATION CORP. GATEWAY INSULATION HAILEY INSULATION CORP HBH MECHANICAL INSULATION INC IAR INDUSTRIAL PIPE INSULATION JGE CONTRACTING JOHN'S INSULATION KIMCO GROUP, INC. KORDUN CONSTRUCTION CORP. LIBERTY UNIVERSAL CONTRACTING LJR INS.& GEN'L. CONT.,INC. MATE MATURA AND SONS INC. MATURA INSULATION MBC CO. MEDINA INSULATION CORP. MINOSIS GROUP INC. NB INSULATION CORP NEW YORK ENVIRONMENTAL SYSTEMS NORTHSTAR MECHANICAL CORP. PAM THERMAL PEQUA INSULATION MECH.INC. PJ MECHANICAL PREMIER INSULATION SERVICES IN R LACH CONTRACTING INC RAC MECH. RFJ RWB CONTRACTING SOA SERVICE CORP. SOLAR INSULATION CO., INC. STATE UNIVERSITY TAMEER, INC THERMO TECH MECHANICAL, INC. TRISTAN CONTRACTING CORP TWIN FORKS INSULATION INC. VARSITY PLUMBING & HEATING, INC. VC INSULATION INC. WHM PLUMBING & HEATING CONTRACTORS INC. X-CELL INSULATION CORPORATION YOU & US MECHANICAL SERVICES ZHL GROUP, INC