2022-10-12T08:09:15-05:00 2021-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2021-01-01 046040880 IUOE LOCAL 4 HEALTH & WELFARE PLAN IUOE 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 WILLIAM D MCLAUGHLIN CHAIRMAN 5085331400 2022-10-12 1 WILLIAM MCLAUGHLIN 999009999 CAROL WESTFALL P00539069 6312734778 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z GREGORY A GEIMAN 16 TROTTER DRIVE MEDWAY MA 02053 101224952 0 X N/A X 1957 MA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 0 23 0 0 0 0 0 63394443 74067332 1236020 841510 697 0 64631160 74908842 0 0 56788046 65111307 2297925 2209737 0 0 0 -513233 -583077 58572738 66737967 6058422 8170875 103951507 119296293 5710305 6930218 98241202 112366075 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 23 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 0 0 0 0 0 0 X GREGORY A GEIMAN 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 PAUL C DIMINICO UNION TRUSTEE 1.00 0.00 X 0 0 0 DAVID F FANTINI - THRU 121 UNION TRUSTEE 1.00 0.00 X 0 0 0 DAVID SHEA - EFF 121 UNION TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM D MCLAUGHLIN UNION TRUSTEE 1.00 0.00 X 0 0 0 ANGELO COLOSANTE EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 DAVID MARR JR EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 JIM REGER EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 GREGORY A GEIMAN FUND ADMINISTRATOR 14.00 26.00 X 236456 0 57540 REBECCA ZACCARDI CONTROLLER 12.00 28.00 X 149216 0 49220 LAURA-JEAN HICKEY ASSISTANT FUND ADMIN 24.00 16.00 X 117990 0 49220 DONALD CHRISTY COLLECTIONS MANAGER 15.00 25.00 X 120710 0 49220 624372 0 205200 4 0 1 0 BLUE CROSS BLUE SHIELD OF MASS 401 PARK DR 14 BOSTON MA 02215 MEDICAL 1787799 SEGAL ROITMAN LLP 33 HARRISON AVENUE 7TH FLOOR BOSTON MA 02111 LEGAL 280219 PRUDENT RX 3820 NORTHDALE BLVDSTE 311-A TAMPA FL 33624 MEDICAL 250089 MODERN ASSISTANCE PROGRAMS 1400 HANCOCK ST 2ND FL QUINCY MA 02169 MEDICAL 129574 LAW OFFICE OF KATHRYN S SHEA 108 TROWBRIDGE ST 3RD FL CAMBRIDGE MA 02138 LEGAL 112436 5 EMPLOYER CONTRIBUTIONS 237310 73389673 73389673 PARTICIPANT CONTRIBUTIONS 237310 677659 677659 74067332 1042742 1042742 26114878 26316110 -201232 -201232 -201232 74908842 74067332 0 841510 65111307 293996 1159894 476609 147132 132106 163019 81716 102236 171250 138530 114211 23061 1045 3091 16149 MAINTENANCE AND SECURIT 8857 REIMB.PR, PR TAX, BENEF -1406242 66737967 15913102 16458609 6449210 7654905 71349 87853 78140 74848 6383 3292 59165329 66333101 22346134 28758533 103951507 119296293 1050115 124499 4660190 6805719 5710305 6930218 X 0 0 0 0 98241202 112366075 98241202 112366075 103951507 119296293 8170875 5953998 0 X 0 1 X 1 0 15325 15325 0 62815 59523 3292 3292 S&P 500 INDEX FUND 28758533 F 28758533 BENEFIT OBLIG. CURRENTLY PAYABLE 6805719 6805719 80760604 5953998 5953998 74806606 102236 102236 74908842 64490202 0 64490202 102236 2145529 2247765 66737967 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR 2,145,529. 0 0 0 GREGORY A GEIMAN FUND ADMINISTRATOR 236456 0 0 0 0 0 47140 0 10400 0 293996 0 0 0 REBECCA ZACCARDI CONTROLLER 149216 0 0 0 0 0 38820 0 10400 0 198436 0 0 0 LAURA-JEAN HICKEY ASSISTANT FUND ADMIN 117990 0 0 0 0 0 38820 0 10400 0 167210 0 0 0 DONALD CHRISTY COLLECTIONS MANAGER 120710 0 0 0 0 0 38820 0 10400 0 169930 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 HEATH & WELFARE FUND RECEIVES REIMBURSEMENT FOR 64.36% 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 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. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. FORM 990, SCHEDULE R - RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST 3C DRILLING LLC A A WILL CORP A CRANE A J VIRGILIO CONSTRUCTION A. F. AMORELLO & SONS A. VOZZELLA & SONS A.A. ASBESTOS ABATEMENT CO INC A.F. OF L.-A.G.C. 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