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INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND (EIN 13-1739714)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-11
IRS object ID
202111629349301616
Schema version
2020v4.1
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)
Return2021-06-11T15:47:07-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131739714EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL UNION OF OPERATINGBusinessNameLine1Txt
Business Name Line2ENGINEERS LOCAL 137 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone9147621268PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY LOUGHLINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9147621268PhoneNum
Signature2021-06-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastLOUGHLINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRITA KOSTIKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,128,182GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTP://IUOELOCAL137.COM/WebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$24,037,304PYProgramServiceRevenueAmt
CY Program Service Revenue$19,299,954CYProgramServiceRevenueAmt
PY Investment Income$955,127PYInvestmentIncomeAmt
CY Investment Income$919,110CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$143,081CYOtherRevenueAmt
PY Total Revenue$24,992,431PYTotalRevenueAmt
CY Total Revenue$20,362,145CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$22,651,167PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$21,105,969CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$933,114PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,080,517CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses-$414,518PYOtherExpensesAmt
CY Other Expenses-$198,197CYOtherExpensesAmt
PY Total Expenses$23,169,763PYTotalExpensesAmt
CY Total Expenses$21,988,289CYTotalExpensesAmt
PY Revenues Less Expenses$1,822,668PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,626,144CYRevenuesLessExpensesAmt
Total Assets BOY$34,663,000TotalAssetsBOYAmt
Total Assets EOY$34,271,781TotalAssetsEOYAmt
Total Liabilities BOY$5,225,553TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,163,233TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,437,447NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,108,548NetAssetsOrFundBalancesEOYAmt
MissionTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Document818IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
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 Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RITA KOSTIKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9147621268PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFFREY LOUGHLIN
UNION TRUSTEE1.000.00Yes (X)$0$0$0
JAMES SASSO
UNION TRUSTEE1.000.00Yes (X)$0$0$0
MICHAEL MILLER
UNION TRUSTEE EFF 6/01/20201.000.00Yes (X)$0$0$0
ANTHONY BRACCIO JR
UNION TRUSTEE THRU 5/31/20201.000.00Yes (X)$0$0$0
RICHARD LOMBARDI
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
MARK FANTE
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
JOHN COONEY
EMPLOYER TRUSTEE EFF 1/01/201.000.00Yes (X)$0$0$0
RITA KOSTIK
FUND MANAGER40.000.00$160,646$0$110,992Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$160,646TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$110,992TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BASIL CASTROVINCI & ASSOC
36 HOPATCHUNG RDHOPATCONGNJ07843ACTUARY/MED TPA$593,440
SCHULTHEIS & PANETTIERI LLP
450 WIRELESS BLVDHAUPPAUGENY11788ACCOUNTANT$212,710
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIB237310$16,984,861$16,984,861
PARTICIPANTS' CONTRIB237310$2,315,093$2,315,093
FieldValueIRS element (for citing)
Total Program Service Revenue$19,299,954TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$707,534TotalRevenueColumnAmt
Exclusion$707,534ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,977,613SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,766,037SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$211,576SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$211,576TotalRevenueColumnAmt
Exclusion$211,576ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business237310BusinessCd
Total Revenue Column$143,081TotalRevenueColumnAmt
Related Or Exempt Func Income$143,081RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$143,081OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,362,145TotalRevenueColumnAmt
Related Or Exempt Func Income$19,443,035RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$919,110ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$21,105,969TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$271,638TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$386,169TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$200,030TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$180,536TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$42,144TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$36,634TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$141,680TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$112,604TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,652TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,100TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,449TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$58,097TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,868TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
ADJ TO THE STAFF PE FD-$4,924
REIMB PAYROLL,BEN & TAX-$659,357

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$21,988,289TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,203,164BOYAmt
EOY$526,079EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$92,312BOYAmt
EOY$28,023EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,644,279BOYAmt
EOY$5,014,433EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,573,145BOYAmt
EOY$28,552,992EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$150,100BOYAmt
EOY$150,254EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,663,000BOYAmt
EOY$34,271,781EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$248,796BOYAmt
EOY$334,794EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,976,757BOYAmt
EOY$4,828,439EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,225,553BOYAmt
EOY$5,163,233EOYAmt
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$29,437,447BOYAmt
EOY$29,108,548EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,437,447BOYAmt
EOY$29,108,548EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,663,000BOYAmt
EOY$34,271,781EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,626,144ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,297,245NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
CLAIMS PAYABLE$2,779,317
ESCROW LIABILITY$108,199
NET PENSION LIABILITY$1,244,803
VACATION BENEFITS PAYABLE$687,000
DEFERRED CONTRIBUTIONS$9,120
FieldValueIRS element (for citing)
Total Liability$4,828,439TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$21,546,786TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,297,245NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,297,245RevenueNotReportedAmt
Revenue Subtotal$20,249,541RevenueSubtotalAmt
Investment Expenses Not Incld$112,604InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$112,604RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,362,145TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,012,368TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,012,368ExpensesSubtotalAmt
Investment Expenses Not Incld2$112,604InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$136,683OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$24,079ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$21,988,289TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN CLAIMS PAYABLE AND IBNR -136,683.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRITA KOSTIKPersonNm
TitleFUND MANAGERTitleTxt
Base Compensation Filing Org$160,646BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$80,899DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$30,093NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$271,638TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J - SUPPLEMENTAL INFORMATIONFormAndLineReferenceDesc
ExplanationRITA 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CREVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
APPRENTICE FUND IUOE LOCAL 137
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131968055PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATIONNY501(C)3LINE 2N/A0
THE PENS PLAN IUOE L 137ABCR AFL-CIO
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131825849PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS.NY501(A)N/AN/A0
IUOE ANNUITY FUND LOCAL 137ABCR
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510133204596PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS.NY501(A)N/AN/A0
IUOE LOCAL 137 ABCR
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131739715LABOR UNIONNY501(C)5N/AN/A0
OPERATING ENGINEERS LOCAL 137 LMC
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510826654758TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENTNY501(C)5N/AN/A0
SEE SCHEDULE R SUPPLEMENTAL INFORMATION

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE R SUPPLEMENTAL INFORMATIONBusinessNameLine1Txt
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 FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VII - SUPPLEMENTAL INFORMATIONCERTAIN 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. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.
FORM 990 SCHEDULE R, PART IV IDENTIFICATION OF RELATEDORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (A)NAME OF RELATED ORGANIZATION 58A J.V.D. INDUSTRIES, LTD. A CRANE RENTAL LLC A&J CONSTRUCTION DBA ALCAIDE INC A&K SLIP FORMING INC. A.J. CONTRACTING OF NY, LLC A.P.I. INC ABLE RIGGING CONTRACTORS ACCESS ANVIL CORP. AIKLER PAVING ALL ACCESS RIGGING CO. ALLIGATOR CONTRACTING AMEC COMMERCIAL LLC A-QUICK PICK CRANE SERVICE ARBEN GROUP, LLC ASHLAR CONSTRUCTION LLC AVANTI BUILDING CONSTRUCTION B M B LEASING CORP. BADGER DAYLIGHTING CORP. BANCKER CONSTRUCTION CORP. BAY CRANE SERVICE, INC. BAYSTATE BLASTING, INC BEN CICCONE INC. BENSON CRANE SERVICE BERARDI STONE SETTING INC BERLIN STEEL CONSTRUCTION CO. BILOTTA CONSTRUCTION CORP. BOND BROTHERS, INC BRADHURST SITE CONSTR. CORP. BRAND ENERGY SERVICES LLC / AKA BRAND SAFWAY INDUSTRIES LLC BREWSTER TRANSIT MIX CORP. BURT CRANE & RIGGING BYRAM CONCRETE&SUPPLY, LLC. CALLANAN INDUSTRIES, INC. CAROL EXCAVATION CARSON CORPORATION CASABELLA CONTRACTING OF NY CENTRAL INDUSTRIES, INC COLONNELLI BROS., INC. CONSTRUCTION RESOURCES CORP OF NEW YORK CON-TECH CONST. TECHNOLOGY INC CONTRACT GLAZIERS, INC COPPOLA LANDSCAPING CRYSTAL CONSTRUCTION, LLC D & J CONCRETE CORP. D.A. COLLINS CONST. CO. INC. D.S. MEYER ENTERPRISES LLC DANELLA CONSTRUCTION OF NY INC DARLIND ASSOCIATES INC. DAY & ZIMMERMANN NPS, INC DEAN'S CERTIFIED WELDING, INC DEFOE CORPORATION DELAWARE VALLEY CRANE RENTAL DIEGO CONSTRUCTION DN TANKS, INC DONEGAL CONSTRUCTION CORP. DUTCHESS COUNTY CONSTRUCTORS LLC E.E. CRUZ & COMPANY, INC. E.J. ENERGY LLC EASTERN EXCAVATION INC. ECCO III ENTERPRISES INC. EDISON AVENUE RECYCLE ELDERLEE INC. EMI GUIDE RAIL,INC. ERSI - ENVIRON.REMEDIATION SERV FAIRWAY ENVIRONMENTAL LLC FAY & WRIGHT EXCAVATING, INC. FERRARO PILE & SHORING, INC FPI MECHANICAL, INC FRANK LILL & SON, INC GABRIEL STEEL ERECTORS GARITO CONTRACTING, INC. GATEWAY DEMO / CIVIL CORP. GIANFIA CORP. GORICK CONTSRUCTION CO. INC GRACE INDUSTRIES, LLC GRANITE CONSTRUCTION NORTHEAST GRANITEWORKS INC. GRIFFIN DEWATERING NEW ENGLAN. H & L CONTRACTING LLC HALMAR INTERNATIONAL LLC HARRISON & BURROWES BRIDGE CON HAWKEYE, LLC HELIPORT SYSTEMS INC HI TECH STEEL, INC HIGHLINE RIGGERS LLC HILL CONTRUCTION & EXCAVATING CO. LLC HUDSON VALLEY BRIDGE CONST.INC HUDSON VALLEY CRANE, LLC HUDSON VALLEY GLASS & METAL WORKS, INC HULL CONST. & RESTORATION IMPERIAL IRON WORKS INDUSTRIAL CONTRACTING & RIGGING J. FLETCHER CREAMER & SONS INC J. SERVIDONE JR. EQUIPMENT & SALES CORP. J.T CLEARY, INC. JAMAR COMPANY JC - DUGGAN INC JECI CORP JEMCO ERECTORS, INC JESCO, INC. JETT INDUSTRIES, INC. JODI REALTY, LLC JOHN CIVETTA & SONS INC. JOKEN DEVELOPMENT CORPORATION JOSEPH CARDUCCI,INC. JUDLAU - TC ELECTRIC JV KELLER NORTH AMERICA, INC F/K/A HAYWARD BAKER, INC. KENVIL UNITED CORP, KIEWIT-SHEA CONSTRUCTORS KINGS CAPITAL CONSTRUCTION GROUP INC KINGSTON EQUIPMENT RENTAL, INC KJJ INDUSTRIES, LLC L.M. SESSLER EXCAVATING & WRECKIG, INC LAURA LI INDUSTRIES LLC LAWS CONSTRUCTION CORP. LEA ROME EXCAVATING LLC LEGACY SUPPLY LLC LINDE GRIFFITH CONST. CO. M.V.M. CONSTRUCTION, LLC MACE CONTRACTING CORPORATION MANCO ENTERPRISES OF NY INC MAXIM CRANE WORKS, INC. MC VAC ENVIRONMENTAL SREV MCCAREY LANDSCAPING, INC. MCNAMEE CONSTRUCTION CORP. MERRITT CONSTRUCTION MGM YONKERS, INC MILLER PIPELINE CORP. MOHEGAN ASSOCIATES, INC. MONTESANO CONTRACTING INC MORANO BROTHERS CORP. MORETRENCH AMERICAN CORP. MTS INFRASTRACTURE LLC NATIONAL WATER MAIN CNG. CO. NDL ASSOCIATES INC. NETWORK INFRASTRUCTURE NICHOLSON CORP. NICKY DIGGS EXCAVATION /DBA LAND-V-SCAPE NORTHBROOK CONTRACTING CORP. NORTHEAST INDUST MAINT INC NORTHEAST STRUCTURAL STEEL O & G INDUSTRIES INC OCS INDUSTRIES, INC OLORI CRANE SERVICE INC. P.A.B. CONTRACTING, CORP. PAGANELLI CONSTRUCTION CORP. PALADINO CONCRETE CREATIONS CO PALEEN CONSTRUCTION CORP. PAPITTO CONSTRUCTION CO., INC. PAT CORSETTI, INC. PATRIOT LOGISTICS, INC PCI INDUSTRIES CORP. PCT CONTRACTING, LLC PECKHAM MATERIALS CORP. PETER J. LANDI, INC. PETILLO, INC PETRILLO CONTRACTING, INC. PHOENIX MARINE I (DE) LLC POSILLICO CIVIL, INC. PRECAST SERVICES INC. PRECISION CARPENTRY OF WESTCHESTER, INC PRECISION CONCRETE PUMPING, I. PRICE - GREGORY PRO ASPHALT LLC R. PUGNI & SONS INC. RCA ASPHALT, LLC RESTANI CONSTRUCTION CORP RIGGS DISTLER & CO., INC ROGER & SONS CONCRETE RUTTURA & SONS CONSTRUCTION SAFWAY SERVICES, LLC SAGE GENERAL CONTRACTING CORP. SCHIAVONE CONSTRUCTION CO., LLC SENTRALE CONTRACTING CORP. SEVENSON ENVIRONMENTAL SHAWN'S LAWN INC SISCA NORTHEAST ASSOCIATES, LLC SITEWORKS CONTRACTING CORP. SKANSKA ECCO III JV SKANSKA USA CIVIL NORTHEAST INC SKANSKA/UNDERPINNING & FOUNDAN SOIL SOLUTION, INC SPECIALTY TRADES CONTRACTING, LLC STATE CONTRACTING CORP. OF NY STEP-MAR CONTRACTING CORP STEVE GIORDANO BLDS, INC. STEVEN DUBNER LANDSCAPING STRUCTURAL SERVICES OF NY INC. SUBSURFACE CONTRACTORS SUN UP CONSTRUCTION CORP. SUN UP PAYROLL CORP. TAM ENTERPRISES, INC TAPPAN ZEE CONSTRUCTORS, LLC THALLE INDUSTRIES INC. THE SMEDLEY COMPANY THE TREMSON CORPORATION THOMAS M BRENNAN INC. DBA BBT CONSTRUCTION TILCON NY INC. TOMCON INDUSTRIES, INC. TONY CASALE, INC. TRANSIT CONSTRUCTION CORP. TRI-STATE GROUNDWATER SLOUTIONS, LLC TULLY CONSTRUCTION TUTOR PERINI UNDERPINNING & FOUNDATION CONSTRUCTORS INC US CONCRETE / JENNA, LLC USA HOIST CO., INC UTOPIA CONSTRUCTION UUP, INC V.S. CONSTRUCTION CORP. VERDE ELECTRIC CORP VERNON HILLS CONTRACTING CORP. VIKING ERECTORS COR. VILLA CONSTRUCTION INC. WATERS CONSTRUCTION CO. INC / DBA WATERS PAVING WEEKS MARINE, INC. WORTH CONSTRUCTION CO.,INC. YABOO FENCE CO., INC. YONKERS CONTRACTING CO. INC. YONKERS EXCAVATING CORP. YONKERS RACING CORPORATION