2021-10-21T13:16:11-05:00 2020-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2020-01-01 046040880 IUOE LOCAL 4 HEALTH & WELFARE PLAN IUOE 5085331400 16 TROTTER DRIVE MEDWAY MA 02053 WILLIAM D MCLAUGHLIN UNION TRUSTEE 5085331400 2021-10-21 1 WILLIAM MCLAUGHLIN 999009999 CAROL WESTFALL P00539069 6312734778 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z GREGORY A GEIMAN 16 TROTTER DRIVE MEDWAY MA 02053 85527695 0 X N/A X 1957 MA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 0 24 0 0 0 0 0 63537473 63394443 1560071 1236020 108816 697 65206360 64631160 0 0 52814280 56788046 1021457 2297925 0 0 0 2133378 -513233 55969115 58572738 9237245 6058422 92055634 103951507 3845663 5710305 88209971 98241202 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 3 0 1 24 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 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 GEIMAN FUND ADMINISTRATOR - EFF 7/20 14.00 26.00 X 219469 0 51300 GINA ALONGI FUND ADMINISTRATOR - THRU 7/20 8.00 32.00 X 162737 0 39030 REBECCA ZACCARDI CONTROLLER 13.00 27.00 X 133410 0 49220 LAURA-JEAN HICKEY ASSISTANT FUND ADMIN 21.00 19.00 X 104200 0 49220 DONALD CHRISTY COLLECTIONS MANAGER 14.00 26.00 X 100310 0 47780 720126 0 236550 5 0 1 0 BLUE CROSS BLUE SHIELD OF MASS 401 PARK DR 14 BOSTON MA 02215 MEDICAL 1788547 SEGAL ROITMAN LLP 33 HARRISON AVENUE 7TH FLOOR BOSTON MA 02111 LEGAL 287066 MODERN ASSISTANCE PROGRAMS 1400 HANCOCK ST 2ND FL QUINCY MA 02169 MEDICAL 139220 WILLIS TOWERS WATSON NORTHEAST INC 75 ARLINGTON ST FLR 10 BOSTON MA 02116 CONSULTING 101732 4 EMPLOYER CONTRIBUTIONS 237310 62905001 62905001 PARTICIPANT CONTRIBUTIONS 237310 489442 489442 63394443 1469690 1469690 20662865 20896535 -233670 -233670 -233670 OTHER INCOME 237310 697 697 697 64631160 63394443 0 1236717 56788046 472536 1098367 474667 148816 103539 64331 53580 96557 212593 138516 245463 25973 4896 7867 17182 MAINTENANCE AND SECURIT 8214 REIMB.PR, PR TAX, BENEF -1388405 58572738 13615283 15913102 5785412 6449210 71372 71349 211127 204744 31591 6383 53373568 59165329 18882801 22346134 295607 92055634 103951507 538852 1050115 3306811 4660190 3845663 5710305 X 0 0 0 0 88209971 98241202 88209971 98241202 92055634 103951507 6058422 3972809 0 X 0 1 X 1 0 15325 15325 0 195802 189419 6383 6383 S&P 500 INDEX FUND 22346134 F 22346134 BENEFIT OBLIG. CURRENTLY PAYABLE 4660190 4660190 68507412 3972809 3972809 64534603 96557 96557 64631160 57122802 0 57122802 96557 1353379 1449936 58572738 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR 1,353,379. 0 0 0 GREGORY GEIMAN FUND ADMINISTRATOR - EFF 7/20 219469 0 0 0 0 0 40900 0 10400 0 270769 0 0 0 GINA ALONGI FUND ADMINISTRATOR - THRU 7/20 162737 0 0 0 0 0 33230 0 5800 0 201767 0 0 0 REBECCA ZACCARDI CONTROLLER 133410 0 0 0 0 0 38820 0 10400 0 182630 0 0 0 LAURA-JEAN HICKEY ASSISTANT FUND ADMIN 104200 0 0 0 0 0 38820 0 10400 0 153420 0 0 0 COMPENSATION FROM RELATED ORGANIZATIONS GREGORY GEIMAN RECEIVES 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 HEALTH & WELFARE FUND RECEIVES REIMBURSEMENT FOR 67.10% OF THESE EXPENSES. GINA ALONGI RECEIVED COMPENSATION AND BENEFITS IN HER CAPACITY AS THE FORMER 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 HEALTH & WELFARE FUND RECEIVES REIMBURSEMENT FOR 67.10% 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 NAME 3C DRILLING LLC A A WILL CORP A CRANE A J VIRGILIO CONSTRUCTION A. F. AMORELLO & SONS A. VOZZELLA & SONS A.A. 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