2024-10-08T08:29:20-07:00 2023-12-31 611632657 MANFRE CPA PC 84 Business Park Dr Ste 204 Armonk NY 10504 990 2023-01-01 222586287 SHEET METAL WORKERS LOCAL UNION NO 25 NEW JERSEY WELFARE FUND SHEE 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 JOSEPH DEMARK JR Trustee 2024-10-08 true true Joseph E Manfre CPA P00364785 9147300700 2023 2024-10-15 13:58:12Z 440 BARELL AVENUE CARLSTADT NJ 07072 14405084 false X N/A X 1985 NJ SEE PAGE 2 FOR ORGANIZATION'S MISSION STATEMENT 6 0 12 0 0 11952890 13211773 402437 752947 17023 19679 12372350 13984399 0 11573409 11494896 517544 495062 0 0 649181 496675 12740134 12486633 -367784 1497766 25094876 26831737 2126909 916906 22967967 25914831 THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false false false false false false false false true true false true true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 2 0 true 12 true false false false false false false false false X 6 0 false false false false false false false true true false false true false true true false true false X BOARD OF TRUSTEES 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 X KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 50.00 0.00 160496 0 80474 VIRGINIA OLSEN ASSOC ADMINISTRA. 40.00 0.00 149557 0 89894 JOSEPH DEMARK JR Trustee 5.00 0.00 X 0 0 0 CRAIG HOFFMANN Trustee 5.00 0.00 X 0 0 0 NICHOLAS COSTA Trustee 5.00 0.00 X 0 0 0 JOSEPH MELAHN Trustee 5.00 0.00 X 0 0 0 MARK MIHAL Trustee 5.00 0.00 X 0 0 0 LORI ESHENAUR Trustee 5.00 0.00 X 0 0 0 310053 170368 2 false true false AMALGAMATED LIFE INSURANCE 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 STOP LOSS INSUR 391605 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 TPA MEDICAL BENEFITS 356930 UNICARE LIFE & HEALTH INSUR CO PO BOX 511300 LOS ANGELES CA 90051 LIFE & AD&D INSUR 196367 SIERRA HEALTH AND LIFE INSURANCE COMPANY INC 4316 RICE LAKE ROAD DULUTH MN 55811 MEDICARE RETIREE BENEFITS 1525953 4 0 COBRA 108215 108215 EMPLOYER CONTRIBUTIONS 11674028 11674028 RETIREES 1224861 1224861 SASMI 204669 204669 13211773 0 493975 493975 0 0 679657 420685 258972 258972 258972 0 0 0 EMPLOYER REIMB LEGAL INT 19679 19679 19679 13984399 13964720 19679 0 0 0 11494896 160496 0 149557 40049 130862 14098 0 28468 58728 0 0 101496 0 6211 10292 0 0 16105 0 0 16699 0 0 6513 20104 THIRD PARTY ADMINISTRATOR 374486 ACTUARY FEES 79381 COMPUTER PROCESSING SER 30821 Postage and Shipping 6752 -259381 12486633 0 0 0 1780619 1249616 464093 246872 0 762726 835672 0 0 0 0 0 305684 300172 12025 5512 4624751 5600411 15294584 17424867 0 0 2156078 1468787 25094876 26831737 124809 74606 2002100 842300 2126909 916906 X 22967967 25914831 22967967 25914831 25094876 26831737 1497766 1449098 X false true X true false 97693 92181 5512 164911 164911 43080 43080 5512 17424867 FUND SERVICE FACILITY 7102 LOCAL UNION NO. 25 184253 LOCAL UNION NO. 25 JOINT LABOR MANAGEMEN 10442 LOCAL UNION NO. 25 NEW JERSEY ANNUITY FU 159968 LOCAL UNION NO. 25 NEW JERSEY EDUCATION 108000 LOCAL UNION NO. 25 NEW JERSEY VACATION 23340 PAL/CLUB 25 10722 SMACNA 5734 THIRD PARTY BENEFIT & SERVICE PROVIDERS 959226 1468787 CLAIMS INCURRED BUT NOT REPORTED 307589 CLAIMS PAYABLE 534711 842300 15332001 1449098 1449098 13882903 101496 101496 13984399 13544937 13544937 101496 -1159800 -1058304 12486633 false false false KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 160496 80474 240970 VIRGINIA OLSEN ASSOC ADMINISTRA. 149557 89894 239451 VIRGINIA OLSEN NIECE 149557 SALARY ASSOC ADMIN false VIRGINIA OLSEN NIECE 89894 BENEFITS ASSOC ADMIN false Form 990, Part VI, Section B, Line 11b THE FORM 990 WAS PROVIDED TO THE PLAN ADMINISTRATOR, WHO THEN REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES OF THE FUND BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Section B, Line 15b THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION OF ALL FUND EMPLOYEES AND DETERMINES WHAT LEVEL OF COMPENSATION IS APPROPRIATE FOR THEM GIVEN CURRENT CONTRACTUAL AND MARKET CONDITIONS. Form 990, Part VI, Section C, Line 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ONCE A REQUEST IS MADE, THE MANAGEMENT OF THE FUND ARRANGES A MUTUALLY CONVENIENT MEETING TO REVIEW ALL REQUESTED INFORMATION TO THE REQUESTED PARTIES SATISFACTION. SMW FUNDS SERVICE FACILITY INC 440 BARELL AVENUE CARLSTADT NJ 07072 222746135 RENT INCOME/ PAYS EXP OF PROPERTY OWNED NJ 501 (C) (2) N/A false SMW LOCAL UNION NO 25 NJ ANNUITY FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586286 DEFINED CONTRIBUTION PENSION PLANS NJ 501 (A) N/A false SMW LOCAL UNION NO 25 VACATION FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586290 PROVIDES VACATION BENEFITS TO MEMBERS NJ 501C (9) N/A false BENMAR CONDITIONAIRE CORP 65 CLIFTON BLVD CLIFTON NJ 07015 NJ N/A false BONLAND INDUSTRIES 50 NEWARK POMPTON TURNPIKE WAYNE NJ 07470 NJ N/A false BROTHERS SHEET METAL 3 CAMRE DRIVE NEWTON NJ 07860 NJ N/A false CAPITAL HARDWARE SUPPLY 10 RAILROAD AVE CLOSTER NJ 07624 NJ N/A false D&M SHEET METAL 430 CENTRAL AVE EAST RUTHERFORD NJ 07073 NJ N/A false DYNAMIC BALANCING 93 DRS JAMES PARKER BLVD RED BANK NJ 07701 NJ N/A false EMPIRE TESTING & BALANCING PO BOX 795 MAHWAH NJ 07430 NJ N/A false ENVIRONMENTAL CLIMATE CONTROL 51 PATERSON AVE WALLINGTON NJ 07057 NJ N/A false F&G MECHANICAL CORP 348 NEW COUNTRY RD SECAUCUS NJ 07094 NJ N/A false HAENSSLER SHEET METAL 592 HAWTHORNE AVE NEWARK NJ 07112 NJ N/A false HUTCHEON & SIMON INC 140 ATLANTIC STREET HACKENSACK NJ 07601 NJ N/A false INDEPENDENT SHEET METAL COINC 2 NORTH CORPORATE DRIVE HAWTHORNE NJ 07506 NJ N/A false JANSON ASSOCIATES 130 MOZART STREET E RUTHERFORD NJ 07073 NJ N/A false KF MECHANICAL LLC 10 STEWART PLACE WHIPPANY NJ 07981 NJ N/A false KLM MECHANICAL 109 WEST SHORE AVE DUMONT NJ 07628 NJ N/A false MAX GURTMAN & SONS 5 CENTRAL AVE CLIFTON NJ 07015 NJ N/A false MILLAR SHEET METAL 39 RIZZOLO ROAD KEARNY NJ 07032 NJ N/A false NORTHEAST SHEET METAL 870 WARRICK TURNPIKE HEWITT NJ 07421 NJ N/A false PAR SHEET METAL 220 WEST FIRST AVE ROSELLE NJ 07203 NJ N/A false SENSIBLE SHEET METAL 117 LINCOLN AVE CLIFTON NJ 07011 NJ N/A false SMWL25 NJ EDUCATION FUND 440 BARELL AVE CARLSTADT NJ 07072 NJ N/A false SMWL25 NJ UNION 440 BARELL AVE CARLSTADT NJ 07072 NJ N/A false SMWL 25 WELFARE FUND 440 BARELL AVE CARLSTADT NJ 07072 NJ N/A false SKANSKA CONSTRUCTION 389 INTERPACE PARKWAY 5TH FL PARSIPPANY NJ 07054 NJ N/A false AIR & SPECIALTIES 276 SHEFFIELD STREET MOUNTANSIDE NJ 07092 NJ N/A false AIR POWER 26 COMMERCE DRIVE UNIT Q2 FAIRFIELD NJ 07004 NJ N/A false AIRSIDE INC 246 BRIGHTON RD ANDOVER NJ 07821 NJ N/A false RICHARD SHEET METAL INC PO BOX 1214 HACKENSACK NJ 07601 NJ N/A false CHRIS ANDERSEN ROOFING 95 New Brunswick Ave Ste 1 PERTH AMBOY NJ 08861 NJ N/A false PTL SHEET METAL 70 DAVIES AVENUE DUMONT NJ 07628 NJ N/A false DRS AIR BALANCING CORP 46 Wilson Drive Suite C SPARTA NJ 07871 NJ N/A false PREFERRED MECHANICAL INC 18 Madison Street ABERDEEN NJ 07747 NJ N/A false THASSIAN MECHANICAL CONTRACTING 641 RT 36 BELFORD NJ 07718 NJ N/A false L S MECHANICAL 51 LAFAYETTTE STREET CARTERET NJ 07008 NJ N/A false NEWARK BOARD OF EDUCATION 765 Broad St NEWARK NJ 07102 NJ N/A false SAC INSTALLERS 239 Donaldson Ave RUTHERFORD NJ 07070 NJ N/A false EPIC MECHANICAL INC 3320 Rt 66 NEPTUNE NJ 07753 NJ N/A false SMW LOCAL 44 698 Dwight Street WILKESBARRE PA 18703 PA N/A false CLEAN AIR QUALITY SERVICE 161 BRADY AVE HAWTHORNE NY 10532 NY N/A false G P SYSTEMS 25 Crandall Avenue POMPTON LAKES NJ 07442 NJ N/A false SMW LOCAL 36 2319 Chouteau Ave STE 300 ST LOUIS MO 63103 MO N/A false KF MECHANICAL LLC MARK REC 10 Stewart Place WHIPPANY NJ 07981 NJ N/A false PATWOOD ROOFING 3 Peckman Rd LITTLE FALLS NJ 07424 NJ N/A false AC GENTRY 640 Bethlehem Pike COLMAR PA 18915 PA N/A false ALL PLY ROOFING 74 LEE AVE HALEDON NJ 07508 NJ N/A false BIG B CONTRACTING INC 708-1 OLD SHORE ROAD FORKED RIVER NJ 08731 NJ N/A false CENTRAL SHEET METAL 897 SOUTH AVENUE MIDDLESEX NJ 08846 NJ N/A false DOME SHEET METAL 1200 MORRIS TURNPIKE SHORT HILLS NJ 07078 NJ N/A false CUSTOMER EXTERIOR SYSTEMS 2 SHERIDAN AVE SLOATSBURG NY 10974 NY N/A false HAYS SHEET METAL 600 WILSON AVE NEWARK NJ 07105 NJ N/A false MONOGHAN RESTORATION SERVICES 36 S MAIN STREET PEARL RIVER NY 10965 NY N/A false SINGER NY LLC 1200 MADISON AVE PATERSON NJ 07503 NJ N/A false SMW LOCAL 22 106 SOUTH AVENUE WEST BOX 308 CRANFORD NJ 07016 NJ N/A false SMW LOCAL 27 160 SOMERSET STREET NEW BRUNSWICK NJ 08901 NJ N/A false SUPER SKY 10301 N ENTERPRISE DRIVE MEQUON WI 53092 WI N/A false false false false false false false false false false true true false false true true false true false false SMW FUNDS SERVICE FACILITY INC j 21728 LEASE PAYMENTS SMW FUNDS SERVICE FACILITY INC n 544 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC o 7724 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC q 5145 CASH RECEIPTS SMW LOCAL UNION NO 25 NJ ANNUITY FUND k 5021 LEASE ALLOCATED SMW LOCAL UNION NO 25 NJ ANNUITY FUND n 78314 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND o 76633 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND q 135753 CASH RECEIPTS SMW LOCAL UNION NO 25 VACATION FUND k 604 LEASE ALLOCATE SMW LOCAL UNION NO 25 VACATION FUND n 7817 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND o 9183 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND q 10000 CASH RECEIPTS