UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNITED WELFARE FUND OF AMALAMATED LOCAL UNION 355 (EIN 11-1823976)
Tax period: 2020-05-01 to 2021-04-30
Filed: 2022-03-14
IRS object ID: 202220739349300027
Schema version: 2020v4.2
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
Form 990
Schedule D
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-03-14T10:25:25-05:00	ReturnTs
Tax Period End	2021-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	611436956	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NOVAK FRANCELLA LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 MONUMENT RD 5TH FLR	AddressLine1Txt
City	BALA CYNWYD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	111823976	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNITED WELFARE FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIT	BusinessNameControlTxt
Phone	7186584848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	145 HUGUENOT STREET NO 100	AddressLine1Txt
City	NEW ROCHELLE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10801	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM SWEENEY	PersonNm
Person Title	SECURITY FUND ADMINISTRATOR	PersonTitleTxt
Phone	7186584848	PhoneNum
Signature	2022-03-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM	PersonFirstNm
Person Last	SWEENEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LOUIS VERZELLA CPA	PreparerPersonNm
PTIN	P00360279	PTIN
Phone	6106689400	PhoneNum
Preparation	2022-03-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	WILLIAM SWEENEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	145 HUGUENOT STREET NO 100	AddressLine1Txt
City	NEW ROCHELLE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10801	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$664,240,643	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1956	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	19	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$174,241,907	PYProgramServiceRevenueAmt
CY Program Service Revenue	$192,177,226	CYProgramServiceRevenueAmt
PY Investment Income	$10,627,907	PYInvestmentIncomeAmt
CY Investment Income	$4,132,903	CYInvestmentIncomeAmt
PY Other Revenue	$24,374	PYOtherRevenueAmt
CY Other Revenue	$116,799	CYOtherRevenueAmt
PY Total Revenue	$184,894,188	PYTotalRevenueAmt
CY Total Revenue	$196,426,928	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$157,091,220	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$156,916,566	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,648,644	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$4,166,868	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$10,138,333	PYOtherExpensesAmt
CY Other Expenses	$10,619,937	CYOtherExpensesAmt
PY Total Expenses	$170,878,197	PYTotalExpensesAmt
CY Total Expenses	$171,703,371	CYTotalExpensesAmt
PY Revenues Less Expenses	$14,015,991	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$24,723,557	CYRevenuesLessExpensesAmt
Total Assets BOY	$566,453,119	TotalAssetsBOYAmt
Total Assets EOY	$587,072,303	TotalAssetsEOYAmt
Total Liabilities BOY	$1,923,898	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,819,652	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$564,529,221	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$583,252,651	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROVIDE HEALTH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5809	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	19	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM SWEENEY SECURITY FUND ADM	PersonNm
Phone	7186584848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	145 HUGUENOT STREET SUITE 100	AddressLine1Txt
City	NEW ROCHELLE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10801	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JONATHAN S AMES
UNION TRUSTEE	70.00	Yes (X)	$0	$0	$0
LORI AMES
UNION TRUSTEE	70.00	Yes (X)	$0	$0	$0
PETER DEVITO JR
UNION TRUSTEE	65.00	Yes (X)	$0	$0	$0
CHARLES SHIMKUS
UNION TRUSTEE	65.00	Yes (X)	$0	$0	$0
TROY ANDERSON
UNION TRUSTEE	65.00	Yes (X)	$0	$0	$0
JAMES SCAGNELLI
UNION TRUSTEE	65.00	Yes (X)	$0	$0	$0
KEVIN BARRY
UNION TRUSTEE	65.00	Yes (X)	$0	$0	$0
ED KAHN
UNION TRUSTEE	65.00	Yes (X)	$0	$0	$0
DONALD BARKIN
EMPLOYER TRUSTEE (RESIGNED 12/2020)	10.00	Yes (X)	$0	$0	$0
LARRY AMATULLI
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
STEVEN BARNA
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
JAMES GEORGE
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
AGOSTINO VONA
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
MARC ZERGEBEL
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
CARL CURCIO
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
GANDOLFO SCHIAVONE
EMPLOYER TRUSTEE	10.00	Yes (X)	$0	$0	$0
KEVIN NOLAN
EMPLOYER TRUSTEE (EFFECTIVE 12/2020)	10.00	Yes (X)	$0	$0	$0
WILLIAM SWEENEY
SECURITY FUND ADMIN.	65.00		$0	$0	$0	Yes (X)
JOSEPH M PECORA
WELFARE FUND ADMIN.	65.00		$325,738	$0	$101,729	Yes (X)
STEVEN ELLIOTT JR
CIO	65.00		$313,966	$0	$106,121		Yes (X)
THOMAS MACK
WELFARE FUND ASSIST. ADMIN.	40.00		$254,422	$0	$38,021		Yes (X)
MATTHEW T POWER
IT	40.00		$226,398	$0	$51,784		Yes (X)
STEVEN ELLIOTT SR
BUSINESS MGR.	80.00		$260,997	$0	$7,403		Yes (X)
SAM MATTHEWS
IT	40.00		$215,114	$0	$52,627		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,596,635	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$357,685	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	12	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
LEADING EDGE ADMINISTRATORS
14 WALL STREET - STE 5B	NEW YORK	NY	10005	MEDICAL CLAIMS ADMINISTRATOR	$3,397,317
SUPREME BENEFITS LLC
8162 WOODLAND BLVD	TAMPA	FL	33614	MEDICAL CLAIMS ADMINISTRATOR	$3,183,434
EMPIRE HEALTHCHOICE ASSURANCE INC
1 LIBERTY PLAZA - 165 BROADWAY	NEW YORK	NY	10006	MEDICAL NETWORK PROVIDER	$2,108,755
ROTHMAN ROCCO LARUFFA LLP
3 WEST MAIN STREET	ELMSFORD	NY	10523	LEGAL COUNSEL	$528,158
BLACKROCK INVESTMENT MANAGEMENT LLC
PO BOX 978604	DALLAS	TX	753978604	INVESTMENT MANAGER	$260,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	10	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$190,733,929	$190,733,929
PARTICIPANT CONTRIBUTIONS	900099	$1,443,297	$1,443,297

Field	Value	IRS element (for citing)
Total Program Service Revenue	$192,177,226	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,959,494	TotalRevenueColumnAmt
Exclusion	$7,959,494	ExclusionAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$25,288	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$25,288	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$25,288	TotalRevenueColumnAmt
Exclusion	-$25,288	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$463,961,836	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$467,788,427	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$3,826,591	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,826,591	TotalRevenueColumnAmt
Exclusion	-$3,826,591	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$142,087	TotalRevenueColumnAmt
Related Or Exempt Func Income	$142,087	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$142,087	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$196,426,928	TotalRevenueColumnAmt
Related Or Exempt Func Income	$192,319,313	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,107,615	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$156,916,566	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$427,467	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,759,832	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$103,895	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$678,308	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$197,366	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$779,021	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$228,366	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$432,223	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$63,596	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$102,638	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$306,336	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$908,849	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$68,780	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$836	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$66,084	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$220,907	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
NET REIMB. EXPENSES	$7,406,298
GOV'T FEES MANDATED ACA	$36,003

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$171,703,371	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,252,635	BOYAmt
EOY	$4,934,532	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,792,421	BOYAmt
EOY	$9,586,847	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$18,463	BOYAmt
EOY	$13,468	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,289,060	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,117,990	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$237,154	BOYAmt
EOY	$171,070	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$550,934,111	BOYAmt
EOY	$567,075,374	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,200,000	BOYAmt
EOY	$2,200,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,018,335	BOYAmt
EOY	$3,091,012	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$566,453,119	BOYAmt
EOY	$587,072,303	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$661,309	BOYAmt
EOY	$390,205	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,148,390	BOYAmt
EOY	$2,504,003	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$459,797	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$114,199	BOYAmt
EOY	$465,647	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,923,898	BOYAmt
EOY	$3,819,652	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$564,529,221	BOYAmt
EOY	$583,252,651	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$564,529,221	BOYAmt
EOY	$583,252,651	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$566,453,119	BOYAmt
EOY	$587,072,303	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$24,723,557	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,000,127	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$571,946	OtherCostOrOtherBasisAmt
Depreciation	$443,045	DepreciationAmt
Book Value	$128,901	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$717,114	OtherCostOrOtherBasisAmt
Depreciation	$674,945	DepreciationAmt
Book Value	$42,169	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$171,070	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO AFFILIATES	Desc
Amt	$465,647	Amt

Field	Value	IRS element (for citing)
Total Liability	$465,647	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$189,994,578	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$6,000,127	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$6,000,127	RevenueNotReportedAmt
Revenue Subtotal	$195,994,705	RevenueSubtotalAmt
Investment Expenses Not Incld	$432,223	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$432,223	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$196,426,928	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$171,271,148	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$171,271,148	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$432,223	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$432,223	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$171,703,371	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE PLAN (AND ITS RELATED TRUST) ARE INTENDED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC), AS AMENDED AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 1986. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S TRUSTEES AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH M PECORA
WELFARE FUND ADMIN.	$306,331	$0	$17,536	$0	$1,871	$0	$8,550	$0	$93,179	$0	$427,467	$0	$0	$0
STEVEN ELLIOTT JR
CIO	$289,686	$0	$16,576	$0	$7,704	$0	$8,550	$0	$97,571	$0	$420,087	$0	$0	$0
THOMAS MACK
WELFARE FUND ASSIST. ADMIN.	$240,454	$0	$12,960	$0	$1,008	$0	$7,069	$0	$30,952	$0	$292,443	$0	$0	$0
MATTHEW T POWER
IT	$217,398	$0	$9,000	$0	$0	$0	$4,243	$0	$47,541	$0	$278,182	$0	$0	$0
STEVEN ELLIOTT SR
BUSINESS MGR.	$246,761	$0	$14,236	$0	$0	$0	$7,403	$0	$0	$0	$268,400	$0	$0	$0
SAM MATTHEWS
IT	$210,114	$0	$5,000	$0	$0	$0	$5,983	$0	$46,644	$0	$267,741	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J PAGE 3 PART III	FormAndLineReferenceDesc
Explanation	COMPENSATION FROM UNRELATED ORGANIZATIONS: WILLIAM SWEENEY - TOTAL COMPENSATION REPORTED BY UNITED SERVICE WORKERS UNION IUJAT - NATIONAL UNION (UNRELATED ORGANIZATION) AMOUNTED TO $405,251 CONSISTING OF $320,961 IN REPORTABLE W-2 COMPENSATION AND $84,290 IN CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS. 64% OF SALARIES AND BENEFITS PAID IS REIMBURSED BY THE FILING ORGANIZATION. JOSEPH M PECORA - BENEFITS REPORTED BY UNITED SERVICE WORKERS UNION, IUJAT - NATIONAL UNION (UNRELATED ORGANIZATION) AMOUNTED TO $153. 100% OF BENEFITS PAID IS REIMBURSED BY THE FILING ORGANIZATION. THE FUND IS PARTY TO ADMINISTRATIVE SERVICES AGREEMENTS WITH UNITED SERVICE WORKERS UNION, IUJAT, INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES AND SERVICE PROFESSIONALS UNION, LOCAL 726, IUJAT. THESE AGREEMENTS PROVIDE, AMONGST OTHER THINGS, A COST SHARING MECHANISM FOR CERTAIN REASONABLE ADMINISTRATIVE AND OPERATIONAL COSTS DEEMED NECESSARY FOR THE OPERATION AND ADMINISTRATION OF THE FUND. DURING THE TAX REPORTING PERIOD ENDING APRIL 30, 2021, THE FUND REIMBURSED USWU, IUJAT AND LOCAL 726 $1,190,582 FOR THE FUNDS SHARE OF SUCH COSTS WHICH INCLUDED A COMPONENT OF PERSONNEL COMPENSATION AND RELATED BENEFIT COSTS.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
STEVEN R ELLIOTT SR
FAMILY MEMBER	$268,400	EMPLOYMENT	0
STEVEN R ELLIOTT JR
FAMILY MEMBER	$420,087	EMPLOYMENT	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	JONATHAN AMES AND LORI AMES- FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT OF THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WITH ASSISTANCE FROM FUND PERSONNEL AND LEGAL COUNSEL AND PRESENTED TO THE CONTROLLER FOR INITIAL REVIEW. THE CONTROLLER THEN CIRCULATED A COPY OF THE DRAFT FORM 990 TO THE FUND ADMINISTRATOR, FUND'S TRUSTEES, OFFICERS AND LEGAL COUNSEL. AFTER FURTHER REVIEW AND COMPLETION OF ANY OPEN ITEMS, THE FINAL DOCUMENT WAS CIRCULATED TO ALL OF THE OFFICERS AND TRUSTEES. WHO, AFTER THEIR OWN REVIEW, WERE CANVASSED FOR APPROVAL FOR ACCEPTANCE AND AUTHORIZATION TO FILE THE FORM 990 BEFORE ITS DUE DATE.
FORM 990, PART VI, SECTION B, LINE 12C	THE TRUSTEES OF THE FUND AT THEIR REGULAR MEETINGS TAKE UP THE BUSINESS OF THE ORGANIZATION WHICH MAY INCLUDE INSTANCES WHERE A CONFLICT OF INTEREST MAY HAVE OCCURED OR IS SUBJECT OF DISCUSSION. IF A CONFLICT OF INTEREST IS PRESENTED, THE TRUSTEES TAKE APPROPRIATE ACTION WITH ANY CONFLICTED MEMBER ABSTAINING FROM PARTICIPATION IN THE DISCUSSION AND VOTE. ALL TRUSTEES, OFFICERS AND EMPLOYEES ARE COVERED BY CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 19	THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
FORM 990, PART VII - COLUMN (B) AVG HOURS:	HOURS RECORDED ARE AN ESTIMATE OF AVERAGE HOURS WORKED PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITIONS IN, WHERE WORK IS ASSIGNED AS A REQUIRED COMPONENT OF THE PERSON'S PRIMARY EMPLOYMENT. AS ALLOCATED, WORK TIME IS DEVOTED TO PROVIDE NECESSARY SUPPORT AND SERVICES NEEDED BY THE RESPECTIVE ORGANIZATIONS' PROGRAMS.