LOCAL 282 WELFARE TRUST FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOCAL 282 WELFARE TRUST FUND (EIN 11-6244552)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-08
IRS object ID
202412829349300406
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)
Return2024-10-08T04:36:23-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133082707PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gould Kobrick & Schlapp PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1192 Lexington Ave Ste 700AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116244552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 282 WELFARE TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone5164882822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 MARCUS AVENUEAddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS GESUALDIPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-09-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven T Schlapp CPAPreparerPersonNm
PTINP00170958PTIN
Phone2125649451PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS GESUALDIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 MARCUS AVENUEAddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$234,167,100GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TEAMSTERSLOCAL282.COMWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1950FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, WELFARE AND OTHER BENEFITS TO PLAN PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee39TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$406,813PYContributionsGrantsAmt
CY Contributions Grants$158,959CYContributionsGrantsAmt
PY Program Service Revenue$79,752,774PYProgramServiceRevenueAmt
CY Program Service Revenue$96,386,868CYProgramServiceRevenueAmt
PY Investment Income$521,885PYInvestmentIncomeAmt
CY Investment Income$3,100,689CYInvestmentIncomeAmt
PY Other Revenue$3,685,002PYOtherRevenueAmt
CY Other Revenue$5,026,056CYOtherRevenueAmt
PY Total Revenue$84,366,474PYTotalRevenueAmt
CY Total Revenue$104,672,572CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$74,364,844PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$87,929,539CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,779,743PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,572,096CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,045,013PYOtherExpensesAmt
CY Other Expenses$6,362,303CYOtherExpensesAmt
PY Total Expenses$83,189,600PYTotalExpensesAmt
CY Total Expenses$99,863,938CYTotalExpensesAmt
PY Revenues Less Expenses$1,176,874PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,808,634CYRevenuesLessExpensesAmt
Total Assets BOY$170,623,482TotalAssetsBOYAmt
Total Assets EOY$182,381,277TotalAssetsEOYAmt
Total Liabilities BOY$22,905,370TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,952,855TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$147,718,112NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$161,428,422NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, WELFARE AND OTHER BENEFITS TO PLAN PARTICIPANTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPROVIDED HEALTH, WELFARE AND OTHER BENEFITS TO PLAN PARTICIPANTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document570IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee39EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARIO BULDINGPersonNm
Phone5164882822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 MARCUS AVENUEAddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARIO BULDING
FUND MANAGER18.5016.50$272,037$0$117,940
THOMAS ZULTKO
INSTRUCTOR0.0035.00$150,417$0$70,679
BRUCE LEVINE
IN HOUSE COUNSEL17.5017.50$140,097$0$38,092
Hong Ying Li
Controller15.5019.50$111,789$0$56,862
Ho Y Ho
Payroll auditor15.7519.25$103,011$0$64,048
TIMOTHY LYE
IT MANAGER15.2519.75$117,664$0$41,395
FRANK FINKEL
Trustee1.506.00$0$0$0Yes (X)
MARC HERBST
Trustee1.506.00$0$0$0Yes (X)
THOMAS CORBETT
Trustee1.506.00$0$0$0Yes (X)
LOUIS BISIGNANO
Trustee1.506.00$0$0$0Yes (X)
THOMAS GESUALDI
Trustee1.506.00$0$0$0Yes (X)
MICHAEL BOURGAL JR
Trustee1.506.00$0$0$0Yes (X)
MICHAEL O'TOOLE
Trustee1.506.00$0$0$0Yes (X)
DARIN JEFFERS
Trustee1.506.00$0$0$0Yes (X)
ROBERT G WESSELS
Trustee1.506.00$0$0$0Yes (X)
ROCCO TOMASSETTI SR
Trustee1.506.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$895,015TotalReportableCompFromOrgAmt
Total Other Compensation$389,016TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Trivella & Forte LLP
1311 Mamaroneck Avenue 170White PlainsNY10605LEGAL SERVICES$514,890
EMPIRE BC BS
PO BOX 951254CLEVELANDOH44193MEDICAL & RX ADMIN FEES$1,381,754
COHEN WEISS & SIMON
900 3rd AVENUENEW YORKNY10022LEGAL SERVICES$909,019
Payer Matrix
1400 NProvidence Rd bldg 2MediaPA19063Rx drug consultant$300,684
Labor First
1000 Midlantic Drive Suite 100Mount LaurelNJ08054benefit services$464,179
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
Government Grants$158,959GovernmentGrantsAmt
Total Contributions$158,959TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COBRA CONTRIBUTIONS525100$242,371$242,371
Employer contributions525100$96,144,497$96,144,497
FieldValueIRS element (for citing)
Total Program Service Revenue$96,386,868TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,899,582TotalRevenueColumnAmt
Exclusion$4,899,582ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$65,917RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$61,393RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$4,524RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,524TotalRevenueColumnAmt
Exclusion$4,524ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$127,634,242SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$129,433,135SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,798,893SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,798,893TotalRevenueColumnAmt
Exclusion-$1,798,893ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INTEREST - EMPLOYERS525100$524,159$524,159
OVERHEAD ALLOCATION525100$4,381,758$4,381,758
STOP LOSS REIMBURSEMENTS525100$87,908$87,908

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,707TotalRevenueColumnAmt
Related Or Exempt Func Income$27,707RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,021,532OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,672,572TotalRevenueColumnAmt
Related Or Exempt Func Income$101,408,400RelatedOrExemptFuncIncomeAmt
Exclusion$3,105,213ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$87,929,539TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$389,977TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,854,780TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,006,314TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,065,392TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$255,633TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,377,125TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$418,432TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$524,213TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,765,536TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$373,507TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$330,994TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,018TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,860TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,662TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$298,009TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
EXPENSE ALLOCATION - PTF$145,265
LEGAL RESEARCH$48,682

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$99,863,938TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,897,422BOYAmt
EOY$8,060,560EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,881,545BOYAmt
EOY$9,163,826EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,473,839BOYAmt
EOY$19,317,608EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$171,643BOYAmt
EOY$190,348EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$346,245LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$274,591LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$100,439BOYAmt
EOY$71,654EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$112,282,703BOYAmt
EOY$121,970,901EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$23,825,891BOYAmt
EOY$22,616,380EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$990,000BOYAmt
EOY$990,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$170,623,482BOYAmt
EOY$182,381,277EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$787,810BOYAmt
EOY$755,295EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$15,833BOYAmt
EOY$21,348EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,101,727BOYAmt
EOY$20,176,212EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,905,370BOYAmt
EOY$20,952,855EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$147,718,112BOYAmt
EOY$161,428,422EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$147,718,112BOYAmt
EOY$161,428,422EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$170,623,482BOYAmt
EOY$182,381,277EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,808,634ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,901,676NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$315,116OtherCostOrOtherBasisAmt
Depreciation$253,593DepreciationAmt
Book Value$61,523BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,129OtherCostOrOtherBasisAmt
Depreciation$20,998DepreciationAmt
Book Value$10,131BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$71,654TotalBookValueLandBuildingsAmt
Total Book Value Securities$22,616,380TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
BENEFIT OBLIGATIONS$18,299,088
DEPOSIT PAYABLE-SURETY BONDS$361,630
DUE TO BROKER FOR SECURITIES PURCHASED$56,482
EMPLOYER CONTRIBUTION EXCHANGE$1,261,537
Severance payable$197,475
FieldValueIRS element (for citing)
Total Liability$20,176,212TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$108,668,277TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,901,676NetUnrealizedGainsInvstAmt
Other Revenue-$524,213OtherRevenueAmt
Revenue Not Reported$8,377,463RevenueNotReportedAmt
Revenue Subtotal$100,290,814RevenueSubtotalAmt
Other Revenues Not Included$4,381,758OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$4,381,758RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$104,672,572TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$94,461,417TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$4,381,758OtherExpensesIncludedAmt
Expenses Not Reported-$4,381,758ExpensesNotReportedAmt
Expenses Subtotal$98,843,175ExpensesSubtotalAmt
Other Expenses Not Included$1,020,763OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,020,763ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$99,863,938TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/SOVERHEAD ALLOCATION $4381758
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SChanges in Claims payable $496550 Investment fees $524213

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
BRUCE LEVINE
IN HOUSE COUNSEL$140,097$26,843$11,249$178,189
Ho Y Ho
Payroll auditor$103,011$27,528$36,520$167,059
Hong Ying Li
Controller$111,789$24,183$32,679$168,651
MARIO BULDING
FUND MANAGER$272,037$76,951$40,989$389,977
THOMAS ZULTKO
INSTRUCTOR$150,417$39,618$31,061$221,096
TIMOTHY LYE
IT MANAGER$117,664$24,438$16,957$159,059

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bFORM 990 WAS DISTRIBUTED TO ALL TRUSTEES BEFORE FILING.
Form 990, Part VI, Section B, Line 15aTHE FUND MANAGER'S COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES.
Form 990, Part VI, Section C, Line 19GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVIALABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
LOCAL 282 PENSION TRUST FUND
2500 MARCUS AVENUELAKE SUCCESSNY11042116245313RETIREMENT BENEFITSNY501 (A)N/Afalse
LOCAL 282 ANNUITY TRUST FUND
2500 MARCUS AVENUELAKE SUCCESSNY11042116276104RETIREMENT BENEFITSNY501 (A)N/Afalse
LOCAL 282 JOB TRAINING TRUST FUND
2500 MARCUS AVENUELAKE SUCCESSNY11042136399999JOB TRAININGNY501 (C) 9N/Afalse
LOCAL 282 LEGAL SERVICES TRUST FUND
2500 MARCUS AVENUELAKE SUCCESSNY11042116276103LEGAL BENEFITSNY501 (C) 9N/Afalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Contributing Employers - See attachedBusinessNameLine1Txt
FieldValueIRS element (for citing)
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

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