2021-10-27T09:47:53-05:00 2020-12-31 132858927 FITZSIMMONS ABRAMS LLP 7600 JERICHO TPKE STE 210 WOODBURY NY 117971705 990 2020-01-01 131912506 USWU LOCAL 74 WELFARE FUND LOCAL 74 WELFARE FUND USWU 7187297400 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 SAL ALLADEEN TRUSTEE 7187297400 2021-10-25 true SAL ALLADEEN 999009999 DAVID J FITZSIMMONS P01242338 5166820100 2021-10-25 2020 2022-09-23 18:48:47Z SAL ALLADEEN 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 43473492 false X N/A X 1962 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 4 0 10 0 0 39173894 38011480 1499009 1703011 2243 119 40675146 39714610 0 31664010 32645464 909861 636448 0 0 1406400 1572570 33980271 34854482 6694875 4860128 77070528 88359236 5866959 4438555 71203569 83920681 TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. false false THE FUND PROVIDES HEALTH BENEFITS (HOSPITALIZATION, SURGICAL AND MAJOR MEDICAL, DENTAL, OPTICAL, DISABILITY, PRESCRIPTION DRUG, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE) TO PARTICIPANTS HAVING ACHIEVED THE REQUIRED MINIMUM HOURS OF SERICE IN COVERED EMPLOYMENT. false false false false false false false false false true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 11 0 true 10 true false false false false false false false false X 4 0 false false false false false false false true true false false false true false true true true false true false X USWU LOCAL 74 WELFARE FUND USWU LOCAL 74 WELFARE FUND 7187297400 36-36 33RD STREET ROOM 202 36-36 33RD STREET ROOM 202 LONG ISLAND CITY NY 11106 X SAL ALLADEEN TRUSTEE 1.00 44.00 X 0 317267 64860 ZACHARY HARKIN FUND ADMINIS 30.00 15.00 X 94313 49826 28216 GARY HAHN ACCOUNTANT 12.00 28.00 X 29453 83063 31719 CHRIS DEMPSEY TRUSTEE 1.00 40.00 X 0 83867 28428 ED CLEVENGER TRUSTEE 1.00 40.00 X 0 0 0 JEFFREY MILLER TRUSTEE 1.00 40.00 X 0 0 0 123766 534023 153223 true true false O'DWYER & BERNSTEIN LLP 52 DUANE STREET NEW YORK NY 10007 LEGAL SERVICES 307957 C & R CONSULTING INC 1501 BROADWAY SUITE 1724 NEW YORK NY 10036 DATA PROCESSING 245547 LITTLER MENDELSON PC 2301 MCGEE STREET 8TH FL KANSAS CITY MO 64108 LEGAL 190000 INNOVATIVE SOFTWARE SOULTIONS INC 1623 BUCKEYE DRIVE MILPITAS CA 95035 135633 4 EMPLOYER CONTRIBUTIONS 900099 37919880 37919880 COBRA CONTRIBUTIONS 900099 91600 91600 38011480 1433719 1433719 4028174 3758882 269292 269292 269292 CLASS ACTION SETTLEMENTS 900099 119 119 119 39714610 38280772 1433838 32645464 72113 424389 90454 30964 18528 498454 96983 195764 100283 65888 51212 6974 3513 121690 DATA PROCESSING 421216 EXCISE TAX & FEES 10593 34854482 0 0 0 3198200 2719069 4 4346644 4179355 62682 53482 622553 606880 19186 15673 69294262 81294566 149550 97091 77070528 88359236 132646 233135 5734313 4205420 5866959 4438555 X 71203569 83920681 71203569 83920681 77070528 88359236 X 4860128 6456984 1400000 X false true X false false 622553 606880 15673 15673 COMMON COLLECTIVE TRUSTS 43863708 F MUTUAL FUNDS 23318926 F ALTERNATIVE INVST- LIFE SETTLEMENTS 5911875 F PROPERTY FUND LIMITED PARTNERSHIPS 4588623 F REAL ESTATE PARTNERSHIP 3611434 F 81294566 BENEFIT OBLIGATIONS 4100000 DUE TO RELATED FUNDS 105420 4205420 X 45975830 6456984 6456984 39518846 195764 195764 39714610 34658718 34658718 195764 195764 34854482 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND IS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAXES. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AT DECEMBER 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017. X false false false SAL ALLADEEN TRUSTEE 317267 14046 50814 382127 ZACHARY HARKIN FUND ADMINISTRATOR 94313 49826 6226 3193 17107 1690 117646 54709 CHRIS DEMPSEY TRUSTEE 83867 7044 21384 112295 FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION'S POLICY REQUIRES THE SIGNATORY BOARD MEMBER TO REVIEW THE IRS FORM 990 THAT IS PREPARED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILED WITH THE IRS. THE MEANS OF DELIVERY SHALL BE HARD COPY. FORM 990, PAGE 6, PART VI, LINE 12C DISCUSSED IN MONTHLY BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION OF THE ORGANIZATION'S PLAN ADMINISTRATOR IS DETERMINED BY THE PLAN'S BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO THE IRS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. OUR ORGANIZAITON WILL FULFILL ALL REQUESTS FOR THE FORMS MADE IN WRITING OR IN PERSON, OR SOME COMBINATION OF THOSE AVENUES IN ORDER TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS. FORM 990, PART VII COMPENSATION FROM RELATED ENTITIES WAS NOT AVAILABLE FOR EMPLOYER TRUSTEES JEFFERY MILLER & ED CLEVENGER. FORM 990, PART XI, LINE 9 CHANGE IN BENEFIT OBLIGATION 1,400,000 USWU LOCAL 74 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 205808568 LABOR ORGA NY 501C5 N/A false JOINT COUNCIL 1217 USWU 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 262718175 LABOR ORGA NY 501C5 N/A false LOCAL USWU 74 PENSION FUND 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 271247066 RETIREMENT NY 401A N/A false CEMETERY WORKERS SUPPLEMENTAL PENSI 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 112416101 RETIREMENT NY 401A N/A false METAL SPINNERS RETIREMENT PLAN 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 136608708 RETIREMENT NY 401A N/A false USWU LOCAL 74 SUPPLEMENTAL BENEFIT 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 112651721 TRAINING C NY 501C9 N/A false LOCAL 74 USWU 401(K) PLAN 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 272570808 RETIRMENT NY 401K N/A false LOCAL 811 USWU IUJAT 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 264156995 LABOR ORGA NY 501C5 N/A false LOCAL 1031 USWU IUJAT 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 208628882 LABOR ORG NY 501C5 N/A false SEE ATTACHED SCHEDULE N/A false false false false false false false false false false false true false false false true true true true false LOCAL USWU 74 PENSION FUND R 64206 ACTUARY CALCULATION USWU JOINT COUNCIL 1217 O 158473 FMV OF AMOUNT PAID CEMETERY WORKERS SUPPLEMENTAL PENSI O 83381 FMV OF AMOUNT PAID USWU JOINT COUNCIL 1217 P 74613 FMV OF AMOUNT PAID USWU SUPPLEMENTAL BENEFIT FUND Q 50616 FMV OF AMOUNT PAID SCHEDULE R SEE ATTACHED SCHEDULE FOR LIST OF EMPLOYERS WHO ARE CONSIDERED RELATED ORGANIZATIONS.