2023-04-06T14:53:48-05:00 2022-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2021-07-01 112392159 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B WELFARE FUND INTE 7189391489 159-18 NORTHERN BOULEVARD FLUSHING NY 113544238 EDWIN L CHRISTIAN UNION TRUSTEE 7189391489 2023-04-06 1 EDWIN CHRISTIAN 999009999 CAROL WESTFALL P00539069 6312734778 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z EDWIN L CHRISTIAN 159-18 NORTHERN BOULEVARD FLUSHING NY 113544238 79776594 0 X WWW.LOCAL14FUNDS.ORG X 1975 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 8 0 0 0 0 0 0 26978947 25107663 3583680 1457339 6963 16807 30569590 26581809 0 0 30652518 32355982 0 0 0 0 0 948276 891028 31600794 33247010 -1031204 -6665201 52767944 41820284 4133708 4325100 48634236 37495184 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER 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 1 104 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARLENE MONTERROSO 7189391489 159-18 NORTHERN BLVD FLUSHING NY 113544238 KENNETH KLEMENS UNION TRUSTEE 1.00 3.50 X 0 0 0 JOHN CRONIN UNION TRUSTEE 1.00 3.50 X 0 0 0 EDWIN L CHRISTIAN UNION TRUSTEE 1.00 3.50 X 0 0 0 CHRIS CONFREY UNION TRUSTEE 1.00 3.50 X 0 0 0 JOHN F O'HARE EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 JOE BYRNE EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 MIKE SALGO EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 WILLIAM TYSON EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 MARLENE MONTERROSO FUND ADMIN. 12.00 28.00 X 0 243555 87099 0 243555 87099 0 0 1 0 EMPIRE HEALTH 3350 PEACHTREE ROAD ATLANTA GA 30326 CLAIMS PROCESSING 653121 1 EMPLOYERS CONTRIBUTIONS 230000 24632121 24632121 PARTICIPANTS CONTRIBUTION 230000 475542 475542 25107663 590720 590720 54061404 53194785 866619 866619 866619 OTHER INCOME 237990 16807 16807 16807 26581809 25698383 0 883426 32355982 66159 148189 124294 75727 42337 44814 39471 23917 19099 REIMB P/R, TAXES & BEN 307021 33247010 930607 1387597 2251246 4401316 4922718 3176900 208984 265488 133213 89952 67178 43261 30226918 22369092 14085293 10101630 75000 75000 52767944 41820284 72508 114324 4061200 4210776 4133708 4325100 X 0 0 0 0 48634236 37495184 48634236 37495184 52767944 41820284 -6665201 -4473851 0 X 0 1 X 1 0 133213 89952 43261 43261 RHUMBLINE S&P INDEX 500 POOLED FUND 6194972 F INVESCO INSTITUTIONAL TRUST BAL RISK ALLOC FUND 3906658 F 10101630 CURRENTLY PAYABLE 4210776 4210776 21983664 -4473851 -4473851 26457515 124294 124294 26581809 33141916 0 33141916 124294 -19200 105094 33247010 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLG CURRENTLY PAYABLE -19,200. 0 0 0 MARLENE MONTERROSO FUND ADMIN. 0 225852 0 17703 0 0 0 61495 0 25604 0 330654 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH FUND OFFICE PERSONNEL. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL EXPENDITURES OF A SIGNIFICANT NATURE ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES WHICH HAS THE OPPORTUNITY AT THE SAME TIME OF SUCH APPROVAL TO REVIEW THE TRANSACTION AND TO INQUIRE IF ANY POTENTIAL CONFLICT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 14-14B ANNUITY FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 136321935 BENEFIT FUND NY 401(A) N/A N/A 0 IUOE LOCAL 14-14B PENSION FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 112392157 BENEFIT FUND NY 401(A) N/A N/A 0 IUOE LOCAL 14-14B TRAINING FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 136318522 BENEFIT FUND NY 501(C)3 2 N/A 0 IUOE LOCAL UNION 14-14B 159-18 NORTHERN BLVD FLUSHING NY 113544238 135545082 LABOR UNION NY 501(C)5 N/A N/A 0 IUOE LOCAL 14-14B LABOR MGMT FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 814410804 BENEFIT FUND NY 501(C)(5) N/A N/A 0 CITY OF NEW YORK - OFFICE OF LABOR RELATIONS 22 CORTLANDT STREET 12TH FLOOR NEW YORK NY 10007 LOCAL GOVT NY N/A N/A N/A 0 SEE SCHEDULE R - SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SCHEDULE R, PART II AND IV CERTAIN TRUSTEES LISTED ON PART VII, SECTION A SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION. 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