2023-10-18T08:41:17-05:00 2022-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-01-01 046040880 IUOE LOCAL 4 HEALTH & WELFARE PLAN IUOE 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 MICHAEL J BOWES CHAIRMAN 5085331400 2023-10-18 1 MICHAEL BOWES 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY A GEIMAN 16 TROTTER DRIVE MEDWAY MA 02053 100438649 0 X N/A X 1957 MA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 0 19 0 0 0 0 0 74067332 75661165 841510 876100 0 15708 74908842 76552973 0 0 65111307 65679950 2209737 2211722 0 0 0 -583077 -285062 66737967 67606610 8170875 8946363 119296293 117848189 6930218 4188673 112366075 113659516 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 6 0 1 19 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 DAVID SHEA UNION TRUSTEE 1.00 39.00 X 0 0 0 WILLIAM D MCLAUGHLIN UNION TRUSTEE 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 240062 0 60756 REBECCA ZACCARDI CONTROLLER 12.00 28.00 X 151386 0 50300 LAURA-JEAN HICKEY ASSISTANT FUND ADMINISTRATOR 32.00 8.00 X 118778 0 50697 DONALD CHRISTY COLLECTIONS MANAGER 16.00 24.00 X 122227 0 52490 JAMES M BURNS IT DIRECTOR 7.00 33.00 X 102427 0 50300 PAUL C DIMINICO UNION TRUSTEE 1.00 39.00 X 0 0 0 734880 0 264543 5 0 1 0 BLUE CROSS BLUE SHIELD OF MASS 401 PARK DR 14 BOSTON MA 02215 MEDICAL 1529629 MODERN ASSISTANCE PROGRAMS 1400 HANCOCK ST 2ND FL QUINCY MA 02169 MEDICAL 694109 O'DONOGHUE O'DONOGHUE 5301 WISCONSIN AVE NW WASHINGTON DC 20015 LEGAL 582345 VITECH SYSTEMS GROUP INC 401 PARK AVENUE SOUTH NEW YORK NY 10016 INFORMATION TECHNOLOGY 317056 PRUDENT RX LLC 3820 NORTHDALE BLV STE 311-A TAMPA FL 33624 MEDICAL 248052 12 EMPLOYER CONTRIBUTIONS 237310 74944279 74944279 PARTICIPANT CONTRIBUTIONS 237310 716886 716886 75661165 1081184 1081184 23680592 23885676 -205084 -205084 -205084 OTHER INCOME 237310 15708 15708 15708 76552973 75676873 0 876100 65679950 300818 1140309 490195 169082 111318 375279 64187 120952 242120 124518 163550 24424 4605 2195 33778 MAINTENANCE AND SECURIT 7711 REIMB.PR, PR TAX, BENEF -1448381 67606610 16458609 13306504 7654905 8694108 87853 104083 78140 77043 3292 1097 66333101 72193788 28758533 23548609 119296293 117848189 124499 139122 6805719 4049551 6930218 4188673 X 0 0 0 0 112366075 113659516 112366075 113659516 119296293 117848189 8946363 -7652922 0 X 0 1 X 1 0 15325 15325 0 62815 61718 1097 1097 S&P 500 INDEX FUND 23548609 F 23548609 BENEFIT OBLIG. CURRENTLY PAYABLE 4049551 4049551 68779099 -7652922 -7652922 76432021 120952 120952 76552973 70241826 0 70241826 120952 -2756168 -2635216 67606610 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR -2,756,168. 0 0 0 GREGORY A GEIMAN FUND ADMINISTRATOR 240062 0 0 0 0 0 48508 0 12248 0 300818 0 0 0 REBECCA ZACCARDI CONTROLLER 151386 0 0 0 0 0 38820 0 11480 0 201686 0 0 0 LAURA-JEAN HICKEY ASSISTANT FUND ADMINISTRATOR 118778 0 0 0 0 0 39043 0 11654 0 169475 0 0 0 DONALD CHRISTY COLLECTIONS MANAGER 122227 0 0 0 0 0 40050 0 12440 0 174717 0 0 0 JAMES M BURNS IT DIRECTOR 102427 0 0 0 0 0 38820 0 11480 0 152727 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 & WELFARE FUND RECEIVES REIMBURSEMENT FOR 66.05% 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. 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