2023-06-27T11:51:32-05:00 2022-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 9147621268 2023-06-27 1 JEFFREY LOUGHLIN 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY LOUGHLIN 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 59495296 0 X HTTP://IUOELOCAL137.COM/ X 1951 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 6 0 0 0 0 149000 22105358 22282751 6535871 -1545180 1576986 0 30218215 20886571 0 0 22910724 21933414 1036382 1001401 0 0 0 -183172 654275 23763934 23589090 6454281 -2702519 37791600 32122929 6135075 4688458 31656525 27434471 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 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 1 842 0 1 6 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RITA KOSTIK 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 1.00 0.00 X 0 0 0 JAMES SASSO UNION TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL MILLER UNION TRUSTEE 1.00 0.00 X 0 0 0 RICHARD LOMBARDI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MARK FANTE EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 JOHN COONEY EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 RITA KOSTIK FUND MANAGER 8.00 32.00 X 165017 0 62561 165017 0 62561 1 0 1 0 BASIL CASTROVINCI & ASSOC 36 HOPATCHUNG RD HOPATCONG NJ 07843 ACTUARY/MED TPA 582823 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 ACCOUNTANT 242405 2 149000 149000 EMPLOYERS' CONTRIB 237310 18846476 18846476 PARTICIPANTS' CONTRIB 237310 3436275 3436275 22282751 637993 637993 36425552 38608725 -2183173 -2183173 -2183173 20886571 22282751 0 -1545180 21933414 227578 303163 295466 138961 36233 33953 157166 116872 31652 32062 26327 56200 10489 PENS REL CHANGES OTHER 859079 REIMB PAYROLL,BEN & TAX -669525 23589090 2602786 915295 800905 705524 3909375 5424262 29996251 24927594 482283 150254 37791600 32122929 273595 95157 5861480 4593301 6135075 4688458 X 0 0 0 0 31656525 27434471 31656525 27434471 37791600 32122929 -2702519 -1519535 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 2390051 ESCROW LIABILITY 249354 VACATION BENEFITS PAYABLE 662000 SAVINGS/PSL BENEFITS PAYABLE 765000 NET PENSION LIABILITY 526896 4593301 19250164 -1519535 -1519535 20769699 116872 116872 20886571 24356715 0 24356715 116872 -884497 -767625 23589090 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR -1,743,576. PENS REL CHANGS OTHER THAN BENEFIT COSTS 859,079. X 0 0 0 RITA KOSTIK FUND MANAGER 165017 0 0 0 0 0 24753 0 37808 0 227578 0 0 0 SCHEDULE J - SUPPLEMENTAL INFORMATION RITA KOSTIK RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND MANAGER OF THIS ENTITY AND THE RELATED UNION, LABOR MANAGEMENT COOPERATIVE TRUST, PENSION, APPRENTICE, AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 21% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. 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 REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. APPRENTICE FUND IUOE LOCAL 137 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATION NY 501(C)3 LINE 2 N/A 0 THE PENS PLAN IUOE L 137ABCR AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131825849 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 IUOE ANNUITY FUND LOCAL 137ABCR 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 IUOE LOCAL 137 ABCR 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 N/A N/A 0 OPERATING ENGINEERS LOCAL 137 LMC 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 826654758 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT NY 501(C)5 N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 PART VII - SUPPLEMENTAL INFORMATION CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137, 137A, 137B, 137C, 137R (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. 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