FURP.ORG / PUBLIC DATA EXPLORER

LABORERS INTL UNION OF N A WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LABORERS INTL UNION OF N A WELFARE FUND (EIN 13-1895923)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202501299349302040
Schema version
2023v6.0
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)
Return2025-05-09T12:42:24-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222951202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MSPC CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 NORTH AVENUE EASTAddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070162496ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131895923EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LABORERS INTL UNION OF NA LOCALBusinessNameLine1Txt
Business Name Line2754 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLABOBusinessNameControlTxt
Phone8454250210PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 OLD NYACK TURNPIKEAddressLine1Txt
CityCHESTNUT RIDGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10977ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN REICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8454250210PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND HARGADON CPAPreparerPersonNm
PTINP01780635PTIN
Phone9082727000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN REICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 OLD NYACK TURNPIKEAddressLine1Txt
CityCHESTNUT RIDGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10977ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,497,782GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1955FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE, SAVINGS, AND EDUCATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$4,547,732PYProgramServiceRevenueAmt
CY Program Service Revenue$5,090,547CYProgramServiceRevenueAmt
PY Investment Income$309,233PYInvestmentIncomeAmt
CY Investment Income$604,632CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,856,965PYTotalRevenueAmt
CY Total Revenue$5,695,179CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$3,508,517PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$2,977,603CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$172,152PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$191,417CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$418,679PYOtherExpensesAmt
CY Other Expenses$408,186CYOtherExpensesAmt
PY Total Expenses$4,099,348PYTotalExpensesAmt
CY Total Expenses$3,577,206CYTotalExpensesAmt
PY Revenues Less Expenses$757,617PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,117,973CYRevenuesLessExpensesAmt
Total Assets BOY$17,648,861TotalAssetsBOYAmt
Total Assets EOY$19,827,180TotalAssetsEOYAmt
Total Liabilities BOY$1,062,595TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,063,067TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,586,266NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,764,113NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE, SAVINGS, AND EDUCATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDED MEDICAL, LIFE INSURANCE, SAVINGS, AND EDUCATION BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS UNDER A MULTIEMPLOYER PLAN.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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
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 CEOYes (1)CompensationProcessCEOInd
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 Line1FUND ADMINISTRATORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8454250210PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 OLD NYACK TURNPIKEAddressLine1Txt
CityCHESTNUT RIDGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10977ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
STEPHEN REICH
TRUSTEE5.0040.00Yes (X)$0$231,400$123,725
KENNETH LEWIS
TRUSTEE5.0040.00Yes (X)$0$8,320$1,299
JOHN COONEY JR
TRUSTEE5.00Yes (X)$0$0$0
ALAN SEIDMAN
TRUSTEE5.00Yes (X)$0$0$0
VINCENZA QUINLAN
FUND MANAGER35.00$44,748$67,968$51,880Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$44,748TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$307,688TotReportableCompRltdOrgAmt
Total Other Compensation$176,904TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERITAIN HEALTHBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11719 NJ-10AddressLine1Txt
CityPARSIPPANYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07054ZIPCd
FieldValueIRS element (for citing)
ServicesBENEFIT SERVICES PROVIDERServicesDesc
Compensation$128,743CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIBUTIONS525100$4,897,158$4,897,158
PARTICIPANTS' SELF INSURED CONTRI525100$193,389$193,389
FieldValueIRS element (for citing)
Total Program Service Revenue$5,090,547TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$745,299TotalRevenueColumnAmt
Exclusion$745,299ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,661,936SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,802,603SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$140,667SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$140,667TotalRevenueColumnAmt
Exclusion-$140,667ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,695,179TotalRevenueColumnAmt
Related Or Exempt Func Income$5,090,547RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$604,632ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$2,977,603TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$44,748TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$50,529TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$40,576TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,896TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,668TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,300TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,429TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$44,763TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$184,484TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,537TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$57,759TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,703TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,274TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,225TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,446TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,692TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER BENEFIT FEESDesc
Total$1,574TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,577,206TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$840,585BOYAmt
EOY$768,936EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,650,978BOYAmt
EOY$1,955,666EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,015,924BOYAmt
EOY$1,088,026EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$30,493LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,025LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,914BOYAmt
EOY$3,468EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,691,204BOYAmt
EOY$13,680,650EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,238,540BOYAmt
EOY$2,079,622EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$205,716BOYAmt
EOY$250,812EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,648,861BOYAmt
EOY$19,827,180EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$34,693BOYAmt
EOY$43,140EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,027,902BOYAmt
EOY$1,019,927EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,062,595BOYAmt
EOY$1,063,067EOYAmt
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$16,586,266BOYAmt
EOY$18,764,113EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,586,266BOYAmt
EOY$18,764,113EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,648,861BOYAmt
EOY$19,827,180EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,117,973ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$59,874NetUnrlzdGainsLossesInvstAmt
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,493OtherCostOrOtherBasisAmt
Depreciation$27,025DepreciationAmt
Book Value$3,468BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,468TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescREAL ESTATE FUNDDesc
Book Value$2,079,622BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,079,622TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
RECIPROCITY PAYABLE$167,914
SAVINGS FUND LIABILITY$599,749
DUE TO AFFILIATES$1,028
PAID SICK LEAVE ACCOUNT LIABILITY$196,490
OPERATING LEASE LIABILITY$54,746
FieldValueIRS element (for citing)
Total Liability$1,019,927TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,698,120TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$59,874NetUnrealizedGainsInvstAmt
Revenue Not Reported$59,874RevenueNotReportedAmt
Revenue Subtotal$5,638,246RevenueSubtotalAmt
Investment Expenses Not Incld$56,933InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$56,933RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,695,179TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,520,273TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,520,273ExpensesSubtotalAmt
Investment Expenses Not Incld2$56,933InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$56,933ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,577,206TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON AUGUST 11, 1955 IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN FILES AN ANNUAL FORM 990, "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" WITH THE IRS. AT JUNE 30, 2024, THE PLAN'S FORMS 990 FOR THE YEARS ENDED JUNE 30, 2022 THROUGH JUNE 30, 2024 REMAIN ELIGIBLE FOR EXAMINATION BY THE IRS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN REICH
TRUSTEE$0$231,400$0$0$0$0$0$100,637$0$23,088$0$355,125$0$0
VINCENZA QUINLAN
FUND MANAGER$44,748$67,968$0$0$0$0$14,015$17,642$8,953$11,270$67,716$96,880$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE UNION TRUSTEES ARE MEMBERS OF AND EMPLOYEES OF LABORERS' LOCAL 754 AND THE CURRENT TRUSTEES ARE OFFICERS OF THAT UNION. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE COMPANIES THAT THE EMPLOYER TRUSTEES REPRESENT AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE UNION IN THE COLLECTIVE BARGAINING PROCESS.
FORM 990, PART VI, SECTION A, LINE 7AUNION TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF LABORERS' LOCAL UNION NO. 754. EMPLOYER TRUSTEES ARE APPOINTED BY THE TWO CONTRACTOR ASSOCIATIONS THAT THE LABORERS' LOCAL UNION NO. 754 COLLECTIVELY BARGAINS WITH. NOT ALL EMPLOYER SIGNATORIES ARE MEMBERS OF THOSE ASSOCIATIONS.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY EACH OF THE TRUSTEES OF THE PLAN. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF THE FUND AND CONSISTS OF ALL OF THE VOTING MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT. SECTIONS 404 AND 406 OF THAT ACT PROVIDE THE LEGAL STANDARD AND PROCEDURES WITH REGARD TO CONFLICTS OF INTEREST FOR THE BOARD OF TRUSTEES. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND TO REPORT THEM WHEN THEY OCCUR. THE WRITTEN POLICY REQUIRES ALL INTERESTED PERSONS TO DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES IS REQUIRED TO INVESTIGATE AND REVIEW SUCH DISCLOSED CONFLICTS OF INTEREST AND ANY ALLEGED FAILURES TO DISCLOSE CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. THE FUND DOES NOT HAVE A CEO OR EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19FUND PROVIDES FORM 990 UPON REQUEST

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
LABORERS' LOCAL 754 PENSION FUND
215 OLD NYACK TURNPIKECHESTNUT RIDGENY10977131895922PENSION FUNDNY501(A)0
LABORERS' LOCAL 754 ANNUITY PLAN
215 OLD NYACK TURNPIKECHESTNUT RIDGENY10977136559594PENSION FUNDNY501(A)0
LABORERS' LOCAL 754 ORGANIZING FUND
215 OLD NYACK TURNPIKECHESTNUT RIDGENY10977134164083LABOR ORGANIZATIONNY501(C)(5)0
LABORERS' LOCAL 754
215 OLD NYACK TURNPIKECHESTNUT RIDGENY10977131739781UNIONNY501(C)(5)0

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Business Name Line1TAPPAN ZEE CONTRACTORS LLCBusinessNameLine1Txt

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Address Line1555 WHITE PLAINS ROAD SUIT 400AddressLine1Txt
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State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
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EIN460560564EIN
Primary ActivitiesVEBA EMPLOYERPrimaryActivitiesTxt
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Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

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ADVANCED SCAFFOLD SERVICES LLC
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AMERICAN BRIDGE COMPANY
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PO BOX 608MONTVILLENJ07045223144785VEBA EMPLOYERNJN/A0C
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2 ARGENIO DRIVENEW WINDSORNY12553141497715VEBA EMPLOYERNYN/A0S
BELLVILLE LANDSCAPING
84 NORTH ROUTE 9W SUITE DCONGERSNY10920133565830VEBA EMPLOYERNYN/A0S
BLINK CONTRACTORS LLC
805 ALBIN AVENUE SUITE BLINDENHURSTNY11757275162174VEBA EMPLOYERNYN/A0C
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155 WILL DRIVECANTONMA02021341761339VEBA EMPLOYERMAN/A0
BUTLER CONSTRUCTION GROUP INC
275 UNION STREETMONTGOMERYNY12549454805861VEBA EMPLOYERNYN/A0S
CMC CONTRACTORS INC
500 W PUTNAM AVE STE 400GREENWICHCT06830472400198VEBA EMPLOYERCTN/A0S
CAPITAL INDUSTRIES
555 SAW MILL RIVER ROADYONKERSNY10701134122430VEBA EMPLOYERNYN/A0S
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1188 ENGLISHTOWN ROADOLD BRIDGENJ08857461045790VEBA EMPLOYERNJN/A0
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450 S RIVER STREETHACKENSACKNJ07601462469765VEBA EMPLOYERNJN/A0S
COPPOLA SERVICES INC
28 EXECUTIVE PARKWAYRINGWOODNJ07456133328023VEBA EMPLOYERNJN/A0S
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240 RYAN STREETSO PLAINFIELDNJ07080222382970VEBA EMPLOYERNJN/A0S
DJ ROSSETTI INC
322 CHARLTON ROADBALLSTON SPANY12020141642873VEBA EMPLOYERNYN/A0C
DS MEYER ENTERPRISES LLC
2 NORTH STREET SUITE 2AWALDWICKNJ07463223844201VEBA EMPLOYERNJN/A0
DANNY CLAPP LAWN & LANDSCAPING
PO BOX 222WEST NYACKNY10994133568700VEBA EMPLOYERNYN/A0S
DARLIND ASSOCIATES INC
PO BOX 10LAGRANGEVILLENY12540141627820VEBA EMPLOYERNYN/A0S
DE ROSA SPORTS CONSTRUCTION INC
28 BULKLEY AVENUEPORT CHESTERNY10573274632257VEBA EMPLOYERNYN/A0S
DEFOE CORP
800 SO COLUMBUS AVEMT VERNONNY10550131703801VEBA EMPLOYERNYN/A0S
E-J ENERGY CONSTRUCTION LLC
53 NORTH PLAINS INDUSTRIAL ROADWALLINGFORDCT06492832218984VEBA EMPLOYERCTN/A0
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1604 JOHN STREETFORT LEENJ07024222857287VEBA EMPLOYERNJN/A0C
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17 OLD SCHOOLHOUSE LANEORANGEBURGNY20962131836205VEBA EMPLOYERNYN/A0S
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60 MOORE PLACEBELLEVILLENJ07109833377194VEBA EMPLOYERNJN/A0S
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230 FERRIS AVENUEWHITE PLAINSNY10603204293451VEBA EMPLOYERNYN/A0S
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1398 STATE ROUTE 29 HWYHUNLOCK CREEKPA18621472947387VEBA EMPLOYERPAN/A0
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402 EAGLES RIDGE ROADBREWSTERNY10509473822811VEBA EMPLOYERNYN/A0C
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321 SPOOK ROCK ROADSUFFERNNY10901133778089VEBA EMPLOYERNYN/A0S
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100 WEST FRANKLIN STREETHACKENSACKNJ07601222585273VEBA EMPLOYERNJN/A0C
JRCRUZ CORPORATION
33 WEST MAIN STREETHOLMDELNJ07733223373796VEBA EMPLOYERNJN/A0S
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7700 EASTPORT PARKWAYLA VISTANE68128470647804VEBA EMPLOYERNEN/A0
LM SESSLER EXCAVATING & WRECKI
1257 STATE ROUTE 96 NORTHWATERLOONY13165161056968VEBA EMPLOYERNYN/A0S
MACKENZIE SERVICE CORPORATION
55 MOFFITT STREETSTRATFORDCT06615061177464VEBA EMPLOYERCTN/A0S
MCNAMEE CONSTRUCTION CORP
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7 CORPORATE DRIVEPEEKSKILLNY10566133712282VEBA EMPLOYERNYN/A0S
NORTHEAST MESA LLC
10 COMMERCE DRIVECARMELNY10512133842191VEBA EMPLOYERNYN/A0
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1333 CAMPUS PARKWAYWALLNJ07753223131714VEBA EMPLOYERNJN/A0S
PAGE CONTRACTING CORP
539 CARY AVENUE UNIT 1STATEN ISLANDNY10310853055136VEBA EMPLOYERNYN/A0S
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315 NORTH MACQUESTEN PARKWAYMOUNT VERNONNY10550200637234VEBA EMPLOYERNYN/A0S
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252 FILLMORE AVENUETONDAWANDANY14150510430297VEBA EMPLOYERNYN/A0
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28 BIRCH ROADSTATEN ISLANDNY10303820674888VEBA EMPLOYERNYN/A0S
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470 WEST AVENUESTAMFORDCT06902061509463VEBA EMPLOYERCTN/A0S
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325 BEAVER BROOK ROADLINCOLN PARKNJ07035223478648VEBA EMPLOYERNJN/A0S
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3117 N CESSNA AVENUECASA GRANDEAZ85122680422993VEBA EMPLOYERAZN/A0C
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100 PARK AVENUE 5TH FLOORNEW YORKNY10017134012826VEBA EMPLOYERNYN/A0C
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18 CONNERTY COURTEAST BRUNSWICKNJ08816223635939VEBA EMPLOYERNJN/A0
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240 NEWBURY STREETDANVERSMA01923472170988VEBA EMPLOYERMAN/A0S
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558 UNION AVENUEWESTBURYNY11590113250839VEBA EMPLOYERNYN/A0
VAD CONSTRUCTION CORP
777 WESTCHESTER AVE SUITE 101WHITE PLAINSNY10604932625129VEBA EMPLOYERNYN/A0S
VERDE ELECTRIC CORP
89 EDISON AVENUEMT VERNONNY10550133701908VEBA EMPLOYERNYN/A0S
VILLA CONSTRUCTION INC
189 BRADY AVENUE 2ND FLOORHAWTHORNENY10532133247069VEBA EMPLOYERNYN/A0S
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3311 US HIGHWAY 22NORTH BRANCHNJ08876221575882VEBA EMPLOYERNJN/A0C
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114 HORSESHOE ROADMILL NECKNY11765450490787VEBA EMPLOYERNYN/A0S
WOHL DIVERSIFIED SERVICES
49 BEECH STREETPORT CHESTERNY10573131955617VEBA EMPLOYERNYN/A0S
WORK ZONE CONTRACTORS LLC
1222 DELSEA DRIVEDEPTFORDNJ08093208684203VEBA EMPLOYERNJN/A0
WORTH CONSTRUCTION CO INC
24 TAYLOR AVENUEBETHELCT06801222189724VEBA EMPLOYERCTN/A0S
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Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LABORERS' LOCAL 754 PENSION PLAN
O$95,277COST ALLOCATION
LABORERS' LOCAL 754 PENSION PLAN
P$209,351COST ALLOCATION