2019-11-13T15:34:01-06:00 2018-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2018-01-01 221516999 STEAMFITTERS LOCAL UNION #475 WELFARE FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2019-11-13 1 ROBERT J JANNELLI P00450209 9082727000 107.0.40.162 2019-11-13 15:33:52 ES P E9C924457B5D275461852EC86B70A375E5271692 8CEDF576CA043CC62ABB75A2273520B055B15DFF 2018 2020-03-31 21:24:44Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 16523415 0 X N/A X 1951 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 10 0 168 0 0 0 0 0 16726665 14990963 495567 622175 1040852 910277 18263084 16523415 0 0 11457698 12827076 220586 173677 0 0 0 259861 238980 11938145 13239733 6324939 3283682 24566957 27342769 769741 693692 23797216 26649077 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 THE FUND PROVIDES MEDICAL AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 1 137 0 1 168 1 0 0 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEAMFITTERS #475 WELFARE FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 ROBERT SHERLOCK SR EMPLOYEE TRUSTEE 0.50 40.00 X 0 77225 73248 ANDREW R WELCH EMPLOYEE TRUSTEE 0.50 2.00 X 1397 1403 828 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0.50 40.00 X 0 154346 145446 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 0.50 40.00 X 0 151283 142652 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 0.50 40.00 X 0 151255 142652 MARTY J DROBNY EMPLOYER TRUSTEE 0.50 X 0 0 0 ROBERT J DURR JR EMPLOYER TRUSTEE 0.50 X 0 0 0 DANIEL PAULSON EMPLOYER TRUSTEE 0.50 X 0 0 0 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.50 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.50 X 0 0 0 ERIC EVANS EMPLOYER TRUSTEE 0.50 X 0 0 0 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0.50 40.00 X 0 83110 77517 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0.50 1.00 X 4684 1431 2790 KIM DEVIZIO FUND ADMINISTRATOR 40.00 X 109364 0 71286 115445 620053 656419 1 0 1 0 HORIZON BLUE CROSS BLUE SHIELD 3 PENN PLAZA EAST PP-13V NEWARK NJ 07105 CLAIMS ADMIN FEE 309257 1 EMPLOYERS CONTRIBUTIONS 900099 14990963 14990963 14990963 622175 622175 RETIREE COVERAGE PREMIUMS 900099 716105 716105 COBRA 900099 97702 97702 PARTICIPANTS' SELF PAYMENTS 900099 71755 71755 24715 24715 910277 16523415 15901240 0 622175 12827076 45162 73055 20765 26713 7982 37703 49387 18576 41077 21208 11331 7350 70 23188 RENTAL & COMPUTER FEES 15285 MISCELLANEOUS EXPENSES 3825 REPAIRS AND MAINTENANCE 3085 TRAVEL AND AUTO EXPENSE 2080 4815 13239733 70 70 7935708 10954194 3997 2428 232307 227232 0 5075 14989614 15054519 1637568 1326483 24566957 27342769 85892 112839 683849 580853 769741 693692 X 0 0 0 0 23797216 26649077 23797216 26649077 24566957 27342769 3283682 -431821 0 X X 0 1 X 1 0 232307 227232 5075 5075 PRUDENTIAL CONTRACTS 15054519 F 15054519 HEALTH CLAIMS PAYABLE 580000 PAYROLL TAXES PAYABLE 853 580853 X 16073018 -431821 -431821 16504839 18576 18576 16523415 13193157 0 13193157 18576 28000 46576 13239733 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE EXEMPTION HAS BEEN IN EXISTENCE SINCE MARCH 17, 1953. 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 IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT CLAIMS ACCRUAL 28,000. 0 0 0 ROBERT SHERLOCK SR EMPLOYEE TRUSTEE 0 77225 0 0 0 0 0 45177 0 28071 0 150473 0 0 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0 152806 0 0 0 1540 0 89392 0 56054 0 299792 0 0 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 0 149880 0 0 0 1403 0 87680 0 54972 0 293935 0 0 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 0 149880 0 0 0 1375 0 87680 0 54972 0 293907 0 0 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0 82573 0 0 0 537 0 47484 0 30033 0 160627 0 0 KIM DEVIZIO FUND ADMINISTRATOR 109364 0 0 0 0 0 31169 0 40117 0 180650 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN AND APPLICABLE LAW. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STEAMFITTERS LOCAL #475 VACATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351279 PROVIDES VACATION BENEFITS TO MEMBERS. NJ SECTION 501(C)(9) 0 STEAMFITTERS LOCAL #475 EDUCATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226033161 PROVIDES TRAINING AND EDUCATION TO MEMBERS. NJ SECTION 501(C)(3) 170(B)(1)(A)(II) 0 STEAMFITTERS LOCAL #475 136 MOUNT BETHEL ROAD WARREN NJ 07059 221305230 PROVIDES COLLECTIVE BARGAINING FOR MEMBERS. NJ SECTION 501(C)(5) 0 STEAMFITTERS LOCAL #475 PENSION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226029738 PROVIDES PENSION BENEFITS FOR MEMBERS. NJ SECTION 401(A) 0 STEAMFITTERS LOCAL #475 SURETY FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351695 PROVIDES ANNUITY BENEFITS FOR MEMBERS. NJ SECTION 401(A) 0 ARMISTEAD MECHANICAL INC A & A INDUSTRIAL PIPING INC AUGENTI AND CIVIL INC AMI SERVICES INC AMCO ENTERPRISES INC ADVANCED MECHANICAL CORP AAA REFRIGERATION SERVICE INC BINSKY & SNYDER BUIST INC BENMAR AIR CONDITIONING LLC THE BARHAM GROUP LLC BRAYCO INC BOWEN ENGINEERING CORPORATION BENNETT BROTHERS MECHANICAL INC C-K CONTROL TEMP INC CENTRAL JERSEY MECHANICAL CENTRALPACK ENGINEERING CORPORATION CONSTRUCTION & TURNAROUND SERVICES CLASSIC PIPING SYSTEMS LLC CONTI ENTERPRISES INC DESESA ENGINEERING CO INC DIRECT DIGITAL CONTROL SYSTEMS INC DU MONT MECHANICAL DURR MECHANICAL CONSTRINC DJ'S MECHANICAL INC ENGINEERING & REFRIGER EII INC EXCEL AIR INC ENVIRONMENTAL CLIMATE CONTROL INC EPIC MECHANICAL INC ENVIROMENTAL GROWTH CHAMBERS FURINO & SONS INC FLEMINGTON INSTR CO INC FOLGORE MOBILE WELDING INC F & G HEATING MECHANICAL CORP FRAMAN MECHANICAL HAMMOND CONTRACTING CO HENKELS & MCCOY HARRIS ENVIRON SYST INDUSTRIAL COOLING CORP INDUSTRIAL FIBERGLASS SERVICES IRON MOUNTAIN MECHANICAL LLC JERSEY MECHANICAL CONTR INC JOSEPH JINGOLI & SON INC KF MECHANCIAL LLC H T LYONS LIMBACH COMPANY MANDERS PLG& HTGCO J MOORE & CO MID-ATLANTIC MECHANICAL INC MMC CONTRACTORS NORTHEAST INC MECHANICAL DEGREES INC MERIDIAN SERVICE INDUSTRIES LLC MILLER INDUSTRIAL SERVICE TEAMS INC NOOTER CONSTRUCTION CO OMNI INSTRUMENTATION SERVICES PENNETTA INDUSTRIAL AUTOMATION LLC PIPE CRAFT INC PROSPECT PIPING COMPANY WJ POST PREFERRED MECHANICAL INC PJM MECHANICAL CONTRACTORS PRECISION MECHANICAL PORTCO VENTURES LLC HARRY PAGE INC PCI ENERGY SERVICES RIGGS DISTLER & CO INC SANDER MECHANICAL SERVICE INC FM SYLVAN INC SUNNYFIELD CORPORATION SHELBY MECHANICAL INC SKANSKA SNC LAVELIN JV BRIAN TREMATORE PLUMBING & HEATING THERMAL PIPING VALIANT POWER GROUP INC VALIANT MECHANICAL LLC JJ WHITE INC GEORGE YETKA CORP ZABRANSKY MECHANICAL 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND Q 140472 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND Q 96366 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND Q 67989 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P 6148 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND K 11331 ESTIMATED USAGE OF BUILDING STEAMFITTERS LOCAL UNION #475 VACATION FUND Q 1039 SHARE OF ALLOCATED COST