LAUNDRY DRY CLEANING WKRS & ALLIED INDUST RETRMNT FUND WORKERS UNITED: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAUNDRY DRY CLEANING WKRS & ALLIED INDUST RETRMNT FUND WORKERS UNITED (EIN 13-5521921)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-17
IRS object ID
202222909349300857
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-17T07:30:28-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135521921EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAUNDRY DRY CLEANING WORKERS & ALLIEDBusinessNameLine1Txt
Business Name Line2INDUSTRIES HEALTH FUND WORKERS UNITEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMALBusinessNameControlTxt
Phone9143675000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP106042910ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL POTACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9148403240PhoneNum
Signature2022-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastPOTACKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2022-10-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL POTACKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH MACQUESTEN PARKWAYAddressLine1Txt
CityMT VERNONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10550ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,448,248GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1946FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionVEBA HEALTH FUND PROVIDING HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$45,495CYContributionsGrantsAmt
PY Program Service Revenue$10,971,990PYProgramServiceRevenueAmt
CY Program Service Revenue$11,310,633CYProgramServiceRevenueAmt
PY Investment Income$837,178PYInvestmentIncomeAmt
CY Investment Income$1,277,940CYInvestmentIncomeAmt
PY Other Revenue$13,500PYOtherRevenueAmt
CY Other Revenue$19,268CYOtherRevenueAmt
PY Total Revenue$11,822,668PYTotalRevenueAmt
CY Total Revenue$12,653,336CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$13,774,969PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$10,028,025CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$219,580PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$203,839CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,874,331PYOtherExpensesAmt
CY Other Expenses$1,487,803CYOtherExpensesAmt
PY Total Expenses$15,868,880PYTotalExpensesAmt
CY Total Expenses$11,719,667CYTotalExpensesAmt
PY Revenues Less Expenses-$4,046,212PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$933,669CYRevenuesLessExpensesAmt
Total Assets BOY$19,768,454TotalAssetsBOYAmt
Total Assets EOY$20,678,302TotalAssetsEOYAmt
Total Liabilities BOY$447,757TotalLiabilitiesBOYAmt
Total Liabilities EOY$263,812TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,320,697NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,414,490NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MEDICAL, HOSPITALIZATION, DENTAL, VISION AND PRESCRITION BENEFITS PAID TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEDICAL, HOSPITALIZATION, DENTAL, VISION AND PRESCRITION BENEFITS PAID TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUND OFFICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9143675559PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 WESTCHESTER AVENUEAddressLine1Txt
CityWHITE PLAINSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP106042910ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ALBERTO ARROYO
UNION TRUSTEE1.0040.00Yes (X)$0$2,695$41,663
MICHAEL POTACK
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
MEGHAN CHAMBERS
UNION TRUSTEE - CHAIRMAN1.0040.00Yes (X)$0$2,077$41,663
JOHN MAGLIOCCO
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
ROBERT POTACK
EMPLOYER TRUSTEE1.00Yes (X)$0$0$0
DANIEL SILVERMAN
UNION TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,772TotReportableCompRltdOrgAmt
Total Other Compensation$83,326TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AMALGAMATED EMPLOYEE BENEFITS ADMINISTRA
333 WESTCHESTER AVENUEWHITE PLAINSNY10604ADMINISTRATIVE & INVESTMENT SERVICES$1,144,978
EMPIRE HEALTHCHOICE ASSURANCE INC
ONE LIBERTY PLAZANEW YORKNY10006CLAIM PROCESSING FEE$384,141
SCHULTE ROTH & ZABEL LLP
919 THIRD AVENUENEW YORKNY10022LEGAL$119,446
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$45,495AllOtherContributionsAmt
Total Contributions$45,495TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$11,297,527$11,297,527
COBRA CONTRIBUTIONS525100$13,106$13,106
FieldValueIRS element (for citing)
Total Program Service Revenue$11,310,633TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$938,843TotalRevenueColumnAmt
Exclusion$938,843ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,134,009SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,794,912SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$339,097SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$339,097TotalRevenueColumnAmt
Exclusion$339,097ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSHARED EXPENSE REIMBURSEMENTSDesc
Business525100BusinessCd
Total Revenue Column$19,268TotalRevenueColumnAmt
Related Or Exempt Func Income$19,268RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,268OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,653,336TotalRevenueColumnAmt
Related Or Exempt Func Income$11,329,901RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,277,940ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$10,028,025TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$123,915TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,541TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$50,861TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,522TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,030,978TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$136,960TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,686TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$117,027TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$69,492TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,569TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,000TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,299TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,422TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ALLOCATED COMMON EXPENS$15,700
FEES MANDATED BY THE AF$5,670

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,719,667TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$250BOYAmt
EOY$250EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$996,135BOYAmt
EOY$1,292,334EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,105,669BOYAmt
EOY$1,011,536EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$212BOYAmt
EOY$212EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,069,769BOYAmt
EOY$15,581,680EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,287,213BOYAmt
EOY$2,455,039EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$309,206BOYAmt
EOY$337,251EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,768,454BOYAmt
EOY$20,678,302EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$155,097BOYAmt
EOY$102,003EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$292,660BOYAmt
EOY$161,809EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$447,757BOYAmt
EOY$263,812EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$19,320,697BOYAmt
EOY$20,414,490EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,320,697BOYAmt
EOY$20,414,490EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,768,454BOYAmt
EOY$20,678,302EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$933,669ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$160,124NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUND OF FUNDS - DIVERSIFIED$376,429F
COMMON COLLECTIVE TRUST$2,078,610F
FieldValueIRS element (for citing)
Total Book Value Securities$2,455,039TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
DUE TO RELATED ENTITIES$11,132
CASH OVERDRAFT$36,558
OBLIGATION TO DISTRIBUTE CONTRIBUTIONS TO RELATED PARTIES$93,893
FEES MANDATED BY THE AFFORDABLE CARE ACT$5,670
DUE TO OTHER ENTITIES$5,367
DUE TO ALICO$9,189
FieldValueIRS element (for citing)
Total Liability$161,809TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,677,165TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$160,124NetUnrealizedGainsInvstAmt
Revenue Not Reported$160,124RevenueNotReportedAmt
Revenue Subtotal$12,517,041RevenueSubtotalAmt
Investment Expenses Not Incld$117,027InvestmentExpensesNotIncldAmt
Other Revenues Not Included$19,268OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$136,295RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,653,336TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,583,372TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,583,372ExpensesSubtotalAmt
Investment Expenses Not Incld2$117,027InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$19,268OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$136,295ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,719,667TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SHARED REIMBURSED EXPENSES 19,268.
PART XII, LINE 4B - OTHER ADJUSTMENTS:SHARED REIMBURSED EXPENSES 19,268.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TRUSTEES MICHAEL POTACK AND ROBERT POTACK SHARE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BLAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS UNITED'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12CLAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS UNITED MONITORS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND, WORKERS UNITED'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCALBERTO ARROYO - 703 MCCARTER HIGHWAY, NEWARK, NJ 07102. MICHAEL POTACK - 401 SOUTH MACQUESTEN PARKWAY, MOUNT VERNON, NY 10550.
FORM 990, PART XII, LINE 2C:LAUNDRY, DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND,WORKERS UNITED BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMED THE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
LAUNDRY DRY CLEANING WORKERS & ALLIED IND RETIREMENT FUNDWORKERS UNITED
333 WESTCHESTER AVENUEWHITE PLAINSNY10604135521921PENSION FUNDNY401(A)/501(A)0
LAUNDRY DRY CLEANING WORKERS EDUCATION & LEGAL ASSISTANCE FUND WORKERS UNI
333 WESTCHESTER AVENUEWHITE PLAINSNY10604201072118EDUCATION AND LEGAL ASSISTANCE FUNDNY501(C)(9)0
LAUNDRY DISTRIBUTION AND FOOD SERVICE JOINT BOARDWORKERS UNITED
703 MCCARTER HIGHWAYNEWARKNJ07102273605306LABOR UNIONNJ501(C)(5)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

AMERICAN DRIVE IN CLEANERS
ARAMARK UNIFORM SERVICES- NEWARK NJ
ARROW LINEN SUPPLY CO INC
BEST METROPOLITAN
ELITE AIRLINE LAUNDRY SERVICES CORP
ELITE AIRLINE LINEN OF NEW YORK INC
ERNEST WINZER CLEANERS LLC
HCSC-LAUNDRY ASBURY PARK NJ
HIGHLAND LIGHT STEAM LAUNDRY INC
KEUM LIMITED
MARVAL INDUSTRIES INC
MED APPAREL SERVICES OF CT
MED APPAREL SERVICES INC (NJ)
MERLIN INDUSTRIES INC
NEW ENGLAND LINEN SUPPLY INC
NEW YORK UNIFORM INC (FKA MSJ INC)
NORTH EAST LINEN SUPPLY CO INC
STAIN-LESS INC
STAR CLEANERS ROCKVILLE
UNITEX TEXTILE RENTAL INC
WH CHRISTIAN & SONS INC
ACLS NORWICH CT
QU LIMITED
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LAUNDRY DRY CLEANING WORKERS & ALLIED IND RETIREMENT FUNDWORKERS UNITED
Q$14,100FMV
LAUNDRY DISTRIBUTION AND FOOD SERVICE JOINT BOARDWORKERS UNITED
O$15,700FMV
LAUNDRY DISTRIBUTION AND FOOD SERVICE JOINT BOARDWORKERS UNITED
K$18,000FMV

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