2019-10-22T10:46:21-07:00 2019-03-31 131577780 Schultheis & Panettieri LLP 450 Wireless Blvd Hauppauge NY 11788 990 2018-04-01 150582931 UPSTATE NEW YORK ENGINEERS HEALTH FUND UPST 3154921796 101 INTREPID LA PO BOX 100 COLVIN SYRACUSE NY 13205 DEBORAH SPAULDING FUND ADMINISTRATOR 2019-10-22 true CAROL WESTFALL P00539069 6312734778 2018 2019-02-21 02:37:17Z DEBORAH SPAULDING 58378395 false false X N/A X 1957 NY TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 10 10 15 0 0 34495912 35725229 4187434 4718662 232920 80371 38916266 40524262 0 33555095 36275112 1663260 1765412 0 0 333818 359596 35552173 38400120 3364093 2124142 98220405 99472792 6469173 7606929 91751232 91865863 TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false true false 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 true false false false false false false true false false true 1567 0 true 15 true false false false false false false false false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true false false false X DEBorah SPAULDING 3154921796 101 INTREPID LANE SYRACUSE NY 132050100 DANIEL J MCGRAW CHRMN/UN TRSTEE 1.00 0.00 X 0 0 0 THERON H HOGLE UNION TRUSTEE 1.00 0.00 X 0 0 0 GARY SWAIN UNION TRUSTEE 1.00 0.00 X 0 0 0 EUGENE D HALLOCK III EMPLR TRUSTEE 1.00 0.00 X 0 0 0 ROBERT HILL EMPLR TRUSTEE 1.00 0.00 X 0 0 0 EARL R HALL EMPLR TRUSTEE 1.00 0.00 X 0 0 0 TODD C CURRAN - THRU 22719 EMPLR TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS MAY - EFF 22719 EMPLR TRUSTEE 1.00 0.00 X 0 0 0 JAMES LOGAN EMPLR TRUSTEE 1.00 0.00 X 0 0 0 GRANT MALONE UNION TRUSTEE 1.00 0.00 X 0 0 0 LYLE EVANS UNION TRUSTEE 1.00 0.00 X 0 0 0 DANIEL P HARRIGAN FUND ADMINISTR 35.00 0.00 X 232415 0 61971 DEBORAH SPAULDING ASST TO FUND ADMIN 35.00 0.00 X 118469 0 45877 350884 107848 2 false true false LIFETIME BENEFIT SOLUTIONS 115 CONTINUUM DRIVE LIVERPOOL NY 13088 ACCESS/NETWORK FEES 974636 CORPORATE CARE MANAGEMENT 1 KATTLEVILLE ROAD BINGHAMTON NY 13901 HOSP CASE MGMT FEES 488690 SEI INV MGMT CORP 1 FREEDOM VALLEY DR OAKS PA 19456 INVESTMENT MANAGER 284553 JOSEPH W MCCARTHY & ASSOCIATES 7644 ROUTE 31 WEST BALDWINSVILLE NY 13027 PAYROLL AUDITS 200232 BLITMAN & KING LLP 433 N FRANKLIN ST SYRACUSE NY 13204 COLLECTION FEES 106689 5 0 EMPLOYERS CONTRIBUTIONS 900099 32165844 32165844 PARTICIPANTS CONTRIBUTION 900099 3559385 3559385 35725229 3225498 3225498 0 0 0 19347297 17854133 1493164 1493164 1493164 0 0 0 DELINQ CONTRIB INT / FEES 900099 80371 80371 80371 40524262 35805600 4718662 0 0 0 36275112 295835 0 917699 277345 190665 83868 0 97102 57700 0 0 308647 176397 0 116934 14722 0 123509 0 0 22270 0 0 8949 62742 REIMB PR, PR TAXES & BEN -629376 0 38400120 0 0 0 1507524 1987084 944973 1063002 0 3424297 3184171 0 0 0 0 0 150719 143458 16210 7261 92326334 93231274 0 0 0 1067 0 98220405 99472792 171125 178135 6298048 7428794 6469173 7606929 X 91751232 91865863 91751232 91865863 98220405 99472792 2124142 -2009511 X false true X true false 150719 143458 7261 7261 CLAIMS PAYABLE AND CLAIMS IBNR 5999100 DUE TO REL ORGANIZATIONS 1429694 7428794 38206104 -2009511 -2009511 40215615 308647 308647 40524262 37073973 37073973 308647 1017500 1326147 38400120 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN CLAIMS PAYABLE & IBNR $1017500 X X false false false DANIEL P HARRIGAN FUND ADMINISTR 229647 2768 36127 25844 294386 DEBORAH SPAULDING ASST TO FUND ADMIN 118469 27528 18349 164346 Part III, Additional Information DANIEL P. HARRIGAN RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED PENSION AND SUB FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THIS ENTITY WITH REIMBURSEMENTS MADE ACCORDINGLY, BASED ON THE ALLOCATION PERCENTAGES IN THE CURRENT EXPENSE STUDY. THE ENTITIY'S PORTION OF THE EXPENSES IS 55% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II - LINE (i).DEBORAH SPAULDING RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS ASSISTANT TO FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED PENSION AND SUB FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THIS ENTITY WITH REIMBURSEMENTS MADE ACCORDINGLY, BASED ON THE ALLOCATION PERCENTAGES IN THE CURRENT EXPENSE STUDY. THE ENTITIY'S PORTION OF THE EXPENSES IS 41% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II - LINE (i). KELLEY HARRIGAN FAMILY MEMBER 83092 EMPLOYMENT false Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Organization is an employee benefit fund covered by ERISA. The trustees have a statutory duty under ERISA to avoid conflicts and report them as they occur. In addition, the Fund's written conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the fund, in writing. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. UPSTATE NY engineers pension fund 101 INTREPID LANE SYRACUSE NY 132050100 150614642 RETIREMENT BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A false UPSTATE NY engineers training fund 5612 BUSINESS AVE CICERO NY 130399532 160954711 EDUCATION TO PARTICIPANTS NY 501(C)3 9 N/A false false false false false false false false false false false true false false true true true true false false FORM 990, PART VII, SECTION A 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. THE FILING ORGANIZATION IS NOT REQUIRED TO LIST THE COMPENSATION FOR THESE TRUSTEES BECAUSE THE RELATED ORGANIZATION (I) WAS "FOR PROFIT", (II) WAS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THE FILING ORGANIZATION OR ONE OR MORE RELATED TAX EXEMPT RELATED ORGANIZATIONS, AND (III) DID NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FILING ORGANIZATION.CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM A RELATED ORGANIZATION IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THAT ORGANIZATION. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THE RELATED ORGANIZATION.THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THE ORGANIZATION AT THE TIME OF THIS FILING.