2020-10-08T13:17:29-07:00 2019-12-31 611632657 MANFRE CPA PC 84 Business Park Dr Ste 206 Armonk NY 10504 990 2019-01-01 222586287 SHEET METAL WORKERS LOCAL UNION NO 25 NEW JERSEY WELFARE FUND SHEE 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 JOSEPH DEMARK JR Trustee 2020-10-08 true Joseph E Manfre CPA P00364785 9147300700 2019 2021-04-22 16:20:28Z 440 BARELL AVENUE CARLSTADT NJ 07072 13313147 false X N/A X 1985 NJ SEE PAGE 2 FOR ORGANIZATION'S MISSION STATEMENT 6 0 24 0 0 12057873 12961880 148452 302602 42509 48665 12248834 13313147 0 11777119 10672581 538657 554962 0 0 613628 663691 12929404 11891234 -680570 1421913 16494554 19565225 1016228 1108306 15478326 18456919 THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false false false false false false false false true true false false true false 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 2 0 true 24 true false false false false false false false false X 6 0 false false false false false false false true true false false true false true true false true false X BOARD OF TRUSTEES 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 X KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 50.00 0.00 146112 0 75727 VIRGINIA OLSEN ASSOC ADMINISTRA. 40.00 0.00 93329 0 72859 STEFANINA GENTILE OFFICE CLERK 40.00 0.00 83284 0 66109 JOSEPH DEMARK JR Trustee 5.00 0.00 X 0 0 0 CRAIG HOFFMANN Trustee 5.00 0.00 X 0 0 0 FRANK CREEGAN Trustee 5.00 0.00 X 0 0 0 JOSEPH MELAHN Trustee 5.00 0.00 X 0 0 0 MARK MIHAL Trustee 5.00 0.00 X 0 0 0 JAMES HARPER Trustee 5.00 0.00 X 0 0 0 LORI ESHENAUR Trustee 5.00 0.00 X 0 0 0 322725 214695 1 false true false GARDEN ST LIFE INS CO C/OGREYMRISK 2464 BYRON ST DR BYRON CTR MI 49315 STOP LOSS INSUR 353193 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 TPA MEDICAL BENEFITS 501837 SYMETRA LIFE INSURANCE COMPANY 777 108TH AVENUE STE 1200 BELLEVUE WA 98004 LIFE & AD&D INSUR 201279 3 0 COBRA 84712 84712 EMPLOYER CONTRIBUTIONS 12217291 12217291 RETIREES 539912 539912 SASMI 119965 119965 12961880 302602 302602 0 0 0 0 0 0 0 EMPLOYER REIMB LEGAL INT 48665 48665 48665 13313147 13264482 48665 0 0 0 10672581 146112 0 176613 58679 156016 17542 0 18378 60877 0 0 62020 0 0 20690 0 0 16036 0 0 11560 0 0 8417 14113 THIRD PARTY ADMINISTRATOR 522314 ACTUARY FEES 93046 COMPUTER PROCESSING SER 32932 OTHER PROFESSIONAL FEES 25576 -222268 11891234 0 0 0 485609 2008605 1009749 266442 0 1117464 948329 0 0 0 0 0 305684 273287 40813 32397 3736097 4643221 8911365 10801016 0 0 1193457 865215 16494554 19565225 66628 126506 949600 981800 1016228 1108306 X 15478326 18456919 15478326 18456919 16494554 19565225 1421913 1556680 X false true X true false 97693 65296 32397 164911 164911 43080 43080 32397 10801016 CLAIMS INCURRED BUT NOT REPORTED 449287 CLAIMS PAYABLE 532513 981800 14807807 1556680 1556680 13251127 62020 62020 13313147 11797015 11797015 62020 32199 94219 11891234 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN IBNR $-411186 CHANGE IN CLAIMS PAYABLE $443385 false false false KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 146112 75727 221839 VIRGINIA OLSEN ASSOC ADMINISTRA. 93329 72859 166188 VIRGINIA OLSEN NIECE 93329 SALARY ASSOC ADMIN false VIRGINIA OLSEN NIECE 72859 BENEFITS ASSOC ADMIN false Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 WAS PROVIDED TO THE PLAN ADMINISTRATOR, WHO THEN REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES OF THE FUND BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION OF ALL FUND EMPLOYEES AND DETERMINES WHAT LEVEL OF COMPENSATION IS APPROPRIATE FOR THEM GIVEN CURRENT CONTRACTUAL AND MARKET CONDITIONS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ONCE A REQUEST IS MADE, THE MANAGEMENT OF THE FUND ARRANGES A MUTUALLY CONVENIENT MEETING TO REVIEW ALL REQUESTED INFORMATION TO THE REQUESTED PARTIES SATISFACTION. SMW FUNDS SERVICE FACILITY INC 440 BARELL AVENUE CARLSTADT NJ 07072 222746135 RENT INCOME/ PAYS EXP OF PROPERTY OWNED NJ 501 (C) (2) N/A false SMW LOCAL UNION NO 25 NJ ANNUITY FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586286 DEFINED CONTRIBUTION PENSION PLANS NJ 501 (A) N/A false SMW LOCAL UNION NO 25 VACATION FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586290 PROVIDES VACATION BENEFITS TO MEMBERS NJ 501C (9) N/A false ALLIANCE INDUSTRIES LLC 14 PARK PLACE FRANKLIN NJ 07416 NJ N/A false BENMAR CONDITIONAIRE CORP 65 CLIFTON BLVD PO BOX 445 CLIFTON NJ 07015 NJ N/A false BONLAND INDUSTRIES PO BOX 200 WAYNE NJ 07470 NJ N/A false BROTHERS SHEET METAL 15 GRANDVIEW DRIVE NEWTON NJ 07860 NJ N/A false CAPITAL HARDWARE SUPPLY 10 RAILROAD AVENUE CLOSTER NJ 07624 NJ N/A false D&M SHEET METAL 430CENTRAL AVENUE EAST RUTHERFORD NJ 07073 NJ N/A false DYNAMIC BALANCING SERVICES 93 DRS JAMES PARK BLVD RED BANK NJ 07701 NJ N/A false EFFECTIVE AIR BALANCE INC PO BOX 128 TOTOWA NJ 07512 NJ N/A false EMPIRE TESTING & BALANCING PO BOX 128 MAHWAH NJ 07430 NJ N/A false ENVIRONMENTAL CLIMATE CONTROL 61 PATTERSON AVENUE WALLINGTON NJ 07057 NJ N/A false F&G MECHANICAL 348 NEW COUNTY ROAD SECAUCUS NJ 07094 NJ N/A false GMC SHEET METAL LLC 555 GOFFLE ROAD STE 220 RIDGEWOOD NJ 07450 NJ N/A false HAENSSLER SHEET METAL 592 HAWTHORNE AVENUE NEWARK NJ 07112 NJ N/A false HALO MARX SHEET METAL 14 EASY STREET BRIDGEWATER NJ 08807 NJ N/A false HUTCHEON & SIMON 140 ATLANTIC STREET HACKENSACK NJ 07601 NJ N/A false INDEPENDENT SHEET METAL PO BOX 649 HAWTHORNE NJ 07506 NJ N/A false JANSON ASSOCIATES 130 MOZART STREET E RUTHERFORD NJ 07073 NJ N/A false KF MECHANICAL LLC 28 WOODCREST ROAD WHIPPANY NJ 07981 NJ N/A false KLM MECHANICAL CONSTRUCTION 109 WEST SHORE ROAD DUMONT NJ 07628 NJ N/A false M TUCKER INC 1200 MADISON AVENUE PATERSON NJ 07503 NJ N/A false MAX GURTMAN & SONS PO BOX 1849 CLIFTON NJ 07015 NJ N/A false MILLAR SHEET METAL CO 39 RIZZOLO ROAD KEARNY NJ 07032 NJ N/A false NORTHEAST SHEET METAL 870 WARWICK TURNPIKE HEWITT NJ 07421 NJ N/A false PAR SHEET METAL 220 WEST 1ST STREET ROSELLE NJ 07203 NJ N/A false PRECISION AIR BALANCING INC 396 US HIGHWAY 206 SOUTH NEWTON NJ 07860 NJ N/A false SENSIBLE SHEET METAL INC 117 LINCOLN AVENUE CLIFTON NJ 07011 NJ N/A false SMWL25 NJ EDUCATION FUND 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SMWL25 NJ UNION 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SMWL 25 WELFARE FUND 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SORDONI SKANSKA CONSTRUCTION 1633 LITTLETON ROAD PARSIPPANY NJ 07054 NJ N/A false ULTIMATE COMFORT CONTROL 2 KIEL AVENUE KINNELON NJ 07405 NJ N/A false WUN-CALL INC PO BOX 3001 NEWTON NJ 07860 NJ N/A false AIR & SPECIALTIES 26 SHEFFIELD AVENUE MOUNTANSIDE NJ 07092 NJ N/A false AIR POWER ONE OAK ROAD FAIRFIELD NJ 07004 NJ N/A false AIRSIDE INC 246 BRIGHTON ROAD ANDOVER NJ 07821 NJ N/A false GP SYSTEMS INC PO BOX 371 POMPTON LAKES NJ 07442 NJ N/A false SASMI TRUST FUND 8403 ARLINGTON BLVD SUITE 31 FAIRFAX VA 22031 VA N/A false RICHARD SHEET METAL 140 ATLANTIC STREET HACKENSACK NJ 07601 NJ N/A false SUSSEX MORRIS WARREN SM 52 DURYEA STREET NEWARK NJ 07112 NJ N/A false CHRIS ANDERSON ROOFING 575 SAYRE AVENUE PERTH AMBOY NJ 08861 NJ N/A false ADVANCED ROOFING & SHEET METAL 331 MAIN STREET BELLEVILLE NJ 07109 NJ N/A false PTL SHEET METAL 70 DAVIS STREET DUMONT NJ 07628 NJ N/A false DRS AIR BALANCING 17 WOODPORT ROAD STE 2A SPARTA NJ 07871 NJ N/A false PREFERRED MECHANICAL 134 LOWER MAIN STREET ABERDEEN NJ 07747 NJ N/A false THOMAS COMPANY INC 6587 DELILHA EFF HARBOR TOWNSHIP NJ 08234 NJ N/A false BIG B CONTRACTING 708 OLD SHORE ROAD 1 Forked River NJ 08731 NJ N/A false ROBERT GANTOR CONTRACTORS INC 595 E PUMPING STATION ROAD QUAKERTOWN PA 18951 PA N/A false BENMAR CONDITIONAIRE CORP 65 CLIFTON BLVD PO BOX 445 CLIFTON NJ 07015 NJ N/A false DYNAMIC KITCHEN INSTALLERS 23 CHANCELLOR AVENUE NEWARK NJ 07112 NJ N/A false EPIC MECHANICAL 3320 ROUTE 66 NEPTUNE NJ 07753 NJ N/A false SMW LOCAL 28 195 MINEOLA BLVD MINEOLA NY 11501 NY N/A false THASSIAN MECHANICAL CONTRACTING 641 RT 36 BELFORD NJ 07718 NJ N/A false VECTOR FOILTEC 55 LANE ROAD SUITE 110 FAIRFIELD NJ 07004 NJ N/A false ALL COAST SERVICE INC LAIRD AVE NEPTUNE CITY NJ 07753 NJ N/A false ALL PLY ROOFING COMPANY 74 LEE AVE HALEDON NJ 07508 NJ N/A false CENTRAL SHEET METAL 897 SOUTH AVE MIDDLESEX NJ 08846 NJ N/A false CONSTRUCTION RESOURCES CORP 1 KIMBERLY RD SUITE 102 EAST BRUNSWICK NJ 08816 NJ N/A false CONSTRUCTION SPECIALTIES 49 MEEKER AVE CRANFORD NJ 07016 NJ N/A false CUSTOM EXTERIOR SYSTEMS 2 ORANGE TURNPIKE SLOATSBURG NY 10974 NY N/A false EAST COAST KITCHEN INSTALLATIONS 2 ROBERT AVE HOWELL NJ 07731 NJ N/A false SMW LOCAL 22 106 S AVE W CRANFORD NJ 07016 NJ N/A false LS MECHANICAL 51 LAFAYETTE STREET CARTERET NJ 07008 NJ N/A false MID ATLANTIC MECHANICAL 1500 RIKE DRIVE MILLSTONE NJ 08535 NJ N/A false NEWARK PUBLIC SCHOOLS 2 CEDAR STREET NEWARK NJ 07102 NJ N/A false SMW LOCAL 27 322 SQUANKUM-YELLOWBROOK RD FARMINGDALE NJ 07727 NJ N/A false TIFFIN METAL PRODUCTS 450 WALL STREET TIFFIN OH 44883 OH N/A false TNT MATERIALS 251 WESCOTT DRIVE RAHWAY NJ 07065 NJ N/A false SMW LOCAL 38 38 STARR RIDGE RD BREWSTER NY 10509 NY N/A false false false false false false false false false false true true false false true true false true false true SMW FUNDS SERVICE FACILITY INC k 21603 LEASE PYMTS SMW FUNDS SERVICE FACILITY INC n 342 ALLOCATED COST SMW FUNDS SERVICE FACILITY INC o 7966 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC q 13000 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC s 53773 MTGE PYMTS SMW LOCAL UNION NO 25 NJ ANNUITY FUND j 4912 LEASE ALLOC COS SMW LOCAL UNION NO 25 NJ ANNUITY FUND n 48319 ALLOCATED COST SMW LOCAL UNION NO 25 NJ ANNUITY FUND o 92658 ALLOCATED COST SMW LOCAL UNION NO 25 VACATION FUND j 646 LEASE ALLOC COS SMW LOCAL UNION NO 25 VACATION FUND n 9816 ALLOCATED COST SMW LOCAL UNION NO 25 VACATION FUND o 11921 ALLOCATED COST