DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DIVISION 1181 ATU - NEW YORK EMPLOYEES WELFARE FUND AND PLAN (EIN 23-7255573)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202113159349303406
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)
Return2021-11-11T10:10:12-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131578842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHBINDER TUNICK & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA - SUITE 3200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101190002ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237255573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIVISION 1181 ATU - NEW YORK WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDIVIBusinessNameControlTxt
Phone7188455800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CENTRAL AVENUEAddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL CORDIELLOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7188455800PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREG AUTERI CPAPreparerPersonNm
PTINP01366109PTIN
Phone2126955003PhoneNum

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 OfficerMICHAEL CORDIELLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CENTRAL AVENUEAddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$76,654,792GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressATU1181.ORG/NWFUND.ASPWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1983FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE FUND'S PARTICIPANTS WITH HEALTH & WELFARE BENEFITS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee29TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$95,818,351PYProgramServiceRevenueAmt
CY Program Service Revenue$74,638,094CYProgramServiceRevenueAmt
PY Investment Income$662,688PYInvestmentIncomeAmt
CY Investment Income$314,731CYInvestmentIncomeAmt
PY Other Revenue$1,269,431PYOtherRevenueAmt
CY Other Revenue$1,701,967CYOtherRevenueAmt
PY Total Revenue$97,750,470PYTotalRevenueAmt
CY Total Revenue$76,654,792CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$94,533,231PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$53,781,866CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,572,896PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,787,931CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,110,700PYOtherExpensesAmt
CY Other Expenses$1,117,771CYOtherExpensesAmt
PY Total Expenses$98,216,827PYTotalExpensesAmt
CY Total Expenses$57,687,568CYTotalExpensesAmt
PY Revenues Less Expenses-$466,357PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$18,967,224CYRevenuesLessExpensesAmt
Total Assets BOY$36,061,868TotalAssetsBOYAmt
Total Assets EOY$55,164,625TotalAssetsEOYAmt
Total Liabilities BOY$1,357,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$963,453TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,704,373NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$54,201,172NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE LIFE, ACCIDENT, DISABILITY, HOSPITALIZATION, MAJOR MEDICAL, DENTAL,PRESCRIPTION DRUG AND OPTICAL BENEFITS TO ELIGIBLE PARTICIPANTSAND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS WAS APPROXIMATELY 9,427.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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 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 Document290IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee29EmployeeCnt
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
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

FieldValueIRS element (for citing)
PersonROBERT D'ULISSEPersonNm
Phone7188455800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 NORTH CENTRAL AVENUEAddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MICHAEL CORDIELLO
UNION TRUSTEE - CHAIRMAN3.00Yes (X)$0$232,552$18,984
NEIL STRAHL
EMPLOYER TRUSTEE-SECRETARY4.00Yes (X)$0$0$0
JEAN-CLAUDE CALIXTE
UNION TRUSTEE3.00Yes (X)$0$184,081$18,984
JAMES P HEDGE
UNION TRUSTEE2.00Yes (X)$16,802$0$18,984
NEIL MANCUSO
EMPLOYER TRUSTEE5.00Yes (X)$0$0$0
COREY MUIRHEAD
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
STANLEY BRETTSCHNEIDER
EMPLOYER TRUSTEE2.00Yes (X)$0$0$0
TOMAS FRET JR
UNION TRUSTEE3.00Yes (X)$0$176,105$18,894
ROBERT D'ULISSE
FUND DIRECTOR33.00$203,676$0$18,984Yes (X)
VINCENT ZITO
CONTROLLER27.00$162,638$0$18,984Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$383,116TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$592,738TotReportableCompRltdOrgAmt
Total Other Compensation$113,814TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EMPIRE HEALTHCHOICE ASSURANCE INC
ONE LIBERTY PLAZA - 165 BROADWAYNEW YORKNY10006THIRD PARTY BENEFIT ADMINISTRATOR$2,133,619
PAYER MATRIX
407 ELMWOOD AVENUESHARON HILLPA19079BENEFIT MANAGEMENT$825,832
C&R CONSULTING
1501 BROADWAY SUITE 1724NEW YORKNY10036BENEFIT MANAGEMENT$245,011
BUCHBINDER TUNICK & CO LLP
ONE PENNSYLVANIA PLAZA STE 3200NEW YORKNY10119ACCOUNTING AND AUDIT SERVICES$206,200
SLEVIN & HART PC
1625 MASSACHUSETTS AVENUE NW SWASHINGTONDC20036ATTORNEY AND LEGAL SERVICES$181,290
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$66,598,298$66,598,298
EMPLOYEE CONTRIBUTIONS900099$7,859,829$7,859,829
COBRA900099$179,967$179,967
FieldValueIRS element (for citing)
Total Program Service Revenue$74,638,094TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$314,731TotalRevenueColumnAmt
Exclusion$314,731ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIMBURSEMENTS FOR SHARED SERVICE900099$1,198,027$1,198,027
OTHER INCOME900099$503,940$503,940
FieldValueIRS element (for citing)
Other Revenue Total$1,701,967OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,654,792TotalRevenueColumnAmt
Related Or Exempt Func Income$76,340,061RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$314,731ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$53,781,866TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$383,116TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,700,059TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$84,074TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$442,574TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$178,108TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$245,354TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$206,200TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,996TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$223,155TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$60,750TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$216,784TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,016TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$70,772TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTRADITIONAL REINSURANCEDesc
Total$34,744TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$57,687,568TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,003,438EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,124,430BOYAmt
EOY$39,079,619EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,754,122BOYAmt
EOY$3,053,132EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,505BOYAmt
EOY$53,448EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$163,021LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$102,137LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$44,926BOYAmt
EOY$60,884EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,041,392BOYAmt
EOY$11,831,611EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$82,493BOYAmt
EOY$82,493EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$36,061,868BOYAmt
EOY$55,164,625EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$615,855BOYAmt
EOY$963,453EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$741,640BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,357,495BOYAmt
EOY$963,453EOYAmt
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$34,704,373BOYAmt
EOY$54,201,172EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,704,373BOYAmt
EOY$54,201,172EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,061,868BOYAmt
EOY$55,164,625EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$18,967,224ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$529,575NetUnrlzdGainsLossesInvstAmt
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,021OtherCostOrOtherBasisAmt
Depreciation$102,137DepreciationAmt
Book Value$60,884BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$60,884TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$75,982,344TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$529,575NetUnrealizedGainsInvstAmt
Revenue Not Reported$529,575RevenueNotReportedAmt
Revenue Subtotal$75,452,769RevenueSubtotalAmt
Investment Expenses Not Incld$3,996InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,198,027OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,202,023RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$76,654,792TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,485,545TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$56,485,545ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,996InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,198,027OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,202,023ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$57,687,568TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2020, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2017.
PART XI, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENTS FOR SHARED SERVICES
PART XII, LINE 4B - OTHER ADJUSTMENTS:REIMBURSEMENTS FOR SHARED SERVICES
FORM 990; PART XI, LINE 4B & PART XII, LINE 4BTHESE ARE REIMBURSEMENTS FOR SHARED SERVICES THAT WERE REFLECTED ON THE FINANCIAL STATEMENTS AS A REDUCTION OF THE RELATED EXPENSES.

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 (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL CORDIELLO
UNION TRUSTEE - CHAIRMAN$0$232,552$0$0$0$0$0$0$0$18,984$0$251,536$0$0
ROBERT D'ULISSE
FUND DIRECTOR$203,676$0$0$0$0$0$0$0$18,984$0$222,660$0$0$0
JEAN-CLAUDE CALIXTE
UNION TRUSTEE$0$184,081$0$0$0$0$0$0$0$18,984$0$203,065$0$0
TOMAS FRET JR
UNION TRUSTEE$0$176,105$0$0$0$0$0$0$0$18,894$0$194,999$0$0
VINCENT ZITO
CONTROLLER$162,638$0$0$0$0$0$0$0$18,984$0$181,622$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS PARTICIPANTS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DID HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2020.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S BOARD OF TRUSTEES AND THE FUND DIRECTOR REVIEW THE FORM 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE FUND IS MAINTAINED AND ADMINISTERED IN ACCORDANCE WITH ERISA SECTIONS 404 AND 406 AND THE FUND'S CONFLICT OF INTEREST POLICY IS SET FORTH IN ERISA SECTIONS 404 AND 406. THE BOARD OF TRUSTEES MONITORS AND ENFORCES THE FUND'S COMPLIANCE WITH ERISA, WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
FORM 990, PART VI, SECTION C, LINE 19THE DIVISION 1181 ATU NEW YORK WELFARE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION'S OFFICE.
FORM 990, PART XII, LINE 2C:THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
DIVISION 1181 AMALGAMATED TRANSIT UNION NEW YORK EMPLOYEES PENSION FUND
20 NORTH CENTRAL AVENUEVALLEY STREAMNY11580116183515TO PROVIDE PENSION BENEFITS TO PARTICIPANTSNY401A0
AMALGAMATED TRANSIT UNION LOCAL 1181-1061
20 NORTH CENTRAL AVENUEVALLEY STREAMNY11580111554402TO REPRESENT MEMBERS IN LABOR RELATED ISSUES, CONTRACT NEGOTIATIONSNY501(C)(5)0
DIVISION 1181 AMALGAMATED TRANSIT FEDERAL CREDIT UNION
20 NORTH CENTRAL AVENUEVALLEY STREAMNY11580CREDIT UNIONNY0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

ALL AMERICAN
ANJ SERVICES INC
B-ALERT
BAY PARKWAY MAINTENANCE
BOBBY'S TRANS
BORO TRANSIT
CEREBRAL PALSY TRANSPORTATION (UCP)
GRANDPAS BUS
HOYT TRANSPORTATION
IC ESCORTS
LOGAN TRANSPORTATION
LORISSA BUS
PIONEER SCHOOL BUS RENTALINC
PIONEER TRANSPORTATION
RELIANT TRANSPORTATION INC
SNT BUS INC
IC BUS INC
ATU-LOCAL 1181
DIVISION 1181 NY PENSION FUND
DIVISION 1181 NY WELFARE FUND
DIVISION 1181 ATU FCU
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 Org0RentalOfFcltsFromOthOrgInd
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 Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
DIVISION 1181 ATU NEW YORK EMPLOYEES PENSION FUND
O$940,705
DIVISION 1181 ATU NEW YORK EMPLOYEES PENSION FUND
N$146,823

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