2024-10-11T09:28:03-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 046040880 IUOE LOCAL 4 HEALTH & WELFARE PLAN IUOE 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 GREGORY A GEIMAN FUND ADMINISTRATOR 5085331400 2024-10-11 1 1 CAROL WESTFALL P00539069 6312734778 2023 2024-10-15 13:58:12Z GREGORY A GEIMAN 16 TROTTER DRIVE MEDWAY MA 02053 111823835 0 X N/A X 1957 MA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 0 18 0 0 0 0 0 75661165 81607304 876100 2302333 15708 27031 76552973 83936668 0 0 65679950 73825500 2211722 2457257 0 0 0 -285062 -374190 67606610 75908567 8946363 8028101 117848189 137189231 4188673 7168025 113659516 130021206 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 12 0 1 18 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X GREGORY A GEIMAN 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 PAUL C DIMINICO UNION TRUSTEE 1.00 39.00 X 0 0 0 DAVID SHEA UNION TRUSTEE 1.00 39.00 X 0 0 0 MICHAEL BOWES UNION TRUSTEE - EFF 09/23 1.00 39.00 X 0 0 0 WILLIAM D MCLAUGHLIN UNION TRUSTEE - THRU 09/23 1.00 39.00 X 0 0 0 ANGELO COLOSANTE EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 DAVID MARR JR EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 JIM REGER EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 GREGORY A GEIMAN FUND ADMINISTRATOR 13.00 27.00 X 251399 0 65738 REBECCA ZACCARDI CONTROLLER 12.00 28.00 X 159195 0 55460 DONALD CHRISTY COLLECTIONS MANAGER 16.00 24.00 X 129902 0 58088 LAURA-JEAN HICKEY ASSISTANT FUND ADMINISTRATOR 32.00 8.00 X 125030 0 55898 JAMES M BURNS IT DIRECTOR 7.00 33.00 X 108924 0 55898 774450 0 291082 5 0 1 0 BLUE CROSS BLUE SHIELD OF MASS 401 PARK DR 14 BOSTON MA 02215 MEDICAL 1966772 VITECH SYSTEMS GROUP INC 401 PARK AVENUE SOUTH NEW YORK NY 10016 INFORMATION TECHNOLOGY 363216 LAW OFFICES OF KATHRYN S SHEA 108 THROWBRIDGE ST APT 3 CAMBRIDGE MA 02138 LEGAL 247546 WILLIS TOWERS WATSON NORTHEAS 75 ARLINGTON ST FL 2 BOSTON MA 02116 CONSULTING 165000 O'DONOGHUE O'DONOGHUE 5301 WISCONSIN AVE NW WASHINGTON DC 20015 LEGAL 142275 10 EMPLOYER CONTRIBUTIONS 237310 80875849 80875849 PARTICIPANT CONTRIBUTIONS 237310 731455 731455 81607304 2449712 2449712 27739788 27887167 -147379 -147379 -147379 OTHER INCOME 237310 27031 27031 27031 83936668 81634335 0 2302333 73825500 317137 1238263 511245 250735 139877 147690 57240 119828 248500 188267 196301 34396 1669 1097 52472 MAINTENANCE AND SECURIT 16059 REIMB.PR, PR TAX, BENEF -1437709 75908567 13306504 15544097 8694108 10948679 104083 313857 78140 78140 1097 0 72193788 80653394 23548609 29729204 117848189 137189231 139122 560875 4049551 6607150 4188673 7168025 X 0 0 0 0 113659516 130021206 113659516 130021206 117848189 137189231 8028101 8333589 0 X 0 1 X 1 0 15325 15325 0 62815 62815 0 0 S&P 500 INDEX FUND 29729204 F 29729204 BENEFIT OBLIG. CURRENTLY PAYABLE 6607150 6607150 92150429 8333589 8333589 83816840 119828 119828 83936668 73231140 0 73231140 119828 2557599 2677427 75908567 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR 2,557,599. 0 0 0 GREGORY A GEIMAN FUND ADMINISTRATOR 251399 0 0 0 0 0 48394 0 17344 0 317137 0 0 0 REBECCA ZACCARDI CONTROLLER 159195 0 0 0 0 0 38820 0 16640 0 214655 0 0 0 DONALD CHRISTY COLLECTIONS MANAGER 129902 0 0 0 0 0 40296 0 17792 0 187990 0 0 0 LAURA-JEAN HICKEY ASSISTANT FUND ADMINISTRATOR 125030 0 0 0 0 0 39066 0 16832 0 180928 0 0 0 JAMES M BURNS IT DIRECTOR 108924 0 0 0 0 0 39066 0 16832 0 164822 0 0 0 COMPENSATION FROM RELATED ORGANIZATIONS GREGORY A. GEIMAN RECEIVED COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT FUND ADMINISTRATOR OF THIS ENTITY, AND ADDITIONAL RELATED ORGANIZATIONS INCLUDING THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 4 PENSION, ANNUITY, APPRENTICE TRAINING, AND COOPERATIVE TRUST FUNDS. THE HEALTH AND WELFARE FUND RECEIVES REIMBURSEMENT FOR 67.70% OF THESE EXPENSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR AND CONTROLLER OF THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO TRUSTEES OF THE ORGANIZATION PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 4 16 TROTTER DRIVE MEDWAY MA 020532299 041445210 LABOR UNION MA 501(C)(5) N/A N/A 0 IUOE LOCAL 4 ANNUITY 16 TROTTER DRIVE MEDWAY MA 020532299 043002474 RETIREMENT BENEFITS MA 501(A) N/A N/A 0 IUOE LOCAL 4 PENSION 16 TROTTER DRIVE MEDWAY MA 020532299 046013863 RETIREMENT BENEFITS MA 501(A) N/A N/A 0 HOISTING AND PORTABLE ENGINEERS APP TRAIN PROGRAM FUND ONE ENGINEERS WAY CANTON MA 02021 042326141 APPRENTICESHIP TRAINING FUND MA 501(C)(3) N/A N/A 0 IUOE LOCAL 4 LABOR MGT COOP TRUST 16 TROTTER DRIVE MEDWAY MA 020532299 046254465 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT MA 501(C)(5) N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 SCHEDULE R, PART II, III AND IV: 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 FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. FORM 990, SCHEDULE R ATTACHMENT - RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST NAME A A WILL CORP A J VIRGILIO CONSTRUCTION A QUICK PICK A VOZZELLA & SONS A.F. AMORELLO & SONS ABC SUPPLY CO. INC. 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NORTHEAST FRAMING INC. NORTHEAST TRAFFIC CONTROL SERVICES INC. NORTHERN GENERAL CONTRACTORS NORTHERN LAND CLEARING NORTHSTAR CONTRACTING GROUP, INC. NORWALK MARINE CONTRACTORS INC OLIVEIRA CONSTRUCTION, INC. ONDRICK PORTABLE CRUSHING & PAVING OTIS MINNESOTA SERVICES LLC OXFORD ASPHALT P. GIOIOSO & SONS, INC. P.J. KEATING CO. II FORM 990, SCHEDULE R ATTACHMENT - RELATED ORGANIZATIONS P.J. KEATING COMPANY (ACUSHNET) PACELLA ENTERPRISES INC PALMER PAVING CORP PASQUAZZI BROS, INC. PCI ENERGY SERVICES LLC PHOENIX FOUNDATION COMPANY PICK CRANE SERVICE PIPE LINE TECHNOLOGIES, LLC PRECISION CRANE PRIME LANDSCAPE CONTRACTORS, INC. PROIA CONSTRUCTION INC. QUINN BROTHERS OF ESSEX, INC. R. ZOPPO CORP R.F. ROACH R.M. PACELLA, INC. RAILROAD CONSTRUCTION CO RAILWORKS TRACK SERVICES, LLC RAMCO SURVEY STAKES CO., INC. RELIABLE ROOFING & SHEET METAL LLC REVOLI CONSTRUCTION CO., INC. RFS CORP ROADSAFE TRAFFIC SYSTEMS INC ROSCITI CONSTRUCTION RUDY V. POMPEO, INC. 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TRIBORO CRANE & RIGGING SERVICES TURNPIKE EXCAVATION & PAVING INC TYLER EQUIPMENT CORP UNDERPINNING & FOUNDATION SKANSKA, INC. UNIFIED CONTRACTING, INC. UNITED CIVIL, INC UNITED RENTALS - HAVERHILL MA VYNORIUS PILEDRIVING INC W.L.FRENCH EXCAVATING CORP WALSH CONSTRUCTION CO OF ILLINOIS WALSH CONTRACTING CORP WARNER BROS LLC WES CONSTRUCTION CORP. WEST ROXBURY CRUSHED STONE WINKLER CRANE WITKUM CRANE & RIGGING WOODCO MACHINERY, INC. WOODS CRW CORP YARD WORKS