2018-11-15T12:44:01-06:00 2017-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2017-01-01 221516999 STEAMFITTERS LOCAL UNION #475 WELFARE FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2018-11-15 1 ROBERT J JANNELLI P00450209 9082727000 107.0.40.162 2018-11-15 12:43:54 ES P BBC6FF48F749624228983DC5C77016F783C914CC 7E63F034CFDE49CEAA402A8D6D83A06EB0E6F5E0 2017 2019-02-21 02:37:17Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 18263084 0 X N/A X 1951 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 10 0 5 0 0 0 0 0 12885197 16726665 439657 495567 1191303 1040852 14516157 18263084 0 0 10753423 11457698 242987 220586 0 0 0 315347 259861 11311757 11938145 3204400 6324939 18201691 24566957 688932 769741 17512759 23797216 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 1 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 2 0 1 5 1 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 1.00 40.00 X 0 153687 145235 ANDREW R WELCH EMPLOYEE TRUSTEE 1.00 1.00 X 3669 1403 2152 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 1.00 40.00 X 0 148666 140490 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 1.00 40.00 X 0 148363 140204 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 1.00 40.00 X 0 148363 140204 MARTY J DROBNY EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT J DURR JR EMPLOYER TRUSTEE 0.00 X 0 0 0 DAVID LEIBOWITZ EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.00 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.00 X 0 0 0 KIM DEVIZIO FUND ADMINISTRATOR 40.00 X 103276 0 66612 106945 600482 634897 1 0 1 0 HORIZON BLUE CROSS BLUE SHIELD 3 PENN PLAZA EAST PP-13V NEWARK NJ 07105 CLAIMS ADMIN FEE 314998 1 EMPLOYERS CONTRIBUTIONS 900099 16726665 16726665 16726665 495567 495567 RETIREE COVERAGE PREMIUMS 900099 730723 730723 MISCELANEOUS INCOME 900099 230986 230986 COBRA 900099 53406 53406 25737 25737 1040852 18263084 17767517 0 495567 11457698 42472 102435 29107 36812 9760 35046 47706 17238 73518 26092 11266 336 20419 RENTAL & COMPUTER FEES 15279 MISCELLANEOUS EXPENSES 3301 TRAVEL AND AUTO EXPENSE 2507 REAL ESTATE TAXES 1872 5281 11938145 70 70 4696119 7935708 2633 3997 227057 227057 841 0 11551412 14989614 1950616 1637568 18201691 24566957 122482 85892 566450 683849 688932 769741 X 0 0 0 0 17512759 23797216 17512759 23797216 18201691 24566957 6324939 -40482 0 X X 0 1 X 1 0 227057 227057 0 0 PRUDENTIAL CONTRACTS 14989614 F 14989614 EMPLOYERS CONTRIBUTIONS RECEIVABLE 1495073 ADVANCE DEPOSIT - HORIZON HEALTHCARE 142495 1637568 DUE TO RECIPROCALS 131646 HEALTH CLAIMS PAYABLE 552000 PAYROLL TAXES PAYABLE 203 683849 X 18205364 -40482 -40482 18245846 17238 17238 18263084 11896907 0 11896907 17238 24000 41238 11938145 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, 2017, 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 24,000. 0 0 0 ROBERT SHERLOCK SR EMPLOYEE TRUSTEE 0 153687 0 0 0 0 0 89907 0 55328 0 298922 0 0 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0 148666 0 0 0 0 0 86970 0 53520 0 289156 0 0 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 0 148363 0 0 0 0 0 86793 0 53411 0 288567 0 0 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 0 148363 0 0 0 0 0 86793 0 53411 0 288567 0 0 KIM DEVIZIO FUND ADMINISTRATOR 103276 0 0 0 0 0 29433 0 37179 0 169888 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 VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC MARTY J. DROBNY - 211 MOUNTAIN AVE, P.O. BOX 390, SPRINGFIELD, NJ 07081. ROBERT J. DURR JR. - 80 EIGTH AVENUE, NEW YORK, NJ 10011. DAVID LEIBOWITZ - 144 BELMONT DRIVE, SOMERSET, NJ 08873. ROBERT B. SNYDER, JR. - 281 CENTENNIAL AVENUE, PISCATAWAY, NJ 08854. RICHARD TOMAIKO - 6 GARDNER ROAD, FAIRFIELD, NJ 07004. 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 A & A INDUSTRIAL PIPING INC A & J REFRIGERATION INC AAA REFRIGERATION SERVICE INC ADMORE AIR CONDITIONING CORP ADVANCED MECHANICAL CORP AMCO ENTERPRISES INC ARMISTEAD MECHANICAL INC R BAKER & SON THE BARHAM GROUP LLC BENMAR AIR CONDITIONING LLC BINSKY & SNYDER INC BRAYCO INC BROOKS MECHANICAL CONSULTANTS INC BUIST INC CENTRALPACK ENGINEERING CORPORATION CENTRAL JERSEY MECHANICAL C-K AIR CONDITIONING CLASSIC PIPING SYSTEMS LLC CONSTRUCTION & TURNAROUND SERVICES CONTI ENTERPRISES INC DESESA ENGINEERING CO INC DIRECT DIGITAL CONTROL SYSTEMS INC DJ'S MECHANICAL INC DU MONT MECHANICAL DURR MECHANICAL CONSTRINC EII INC (B) ENGINEERING & REFRIGER ENVIRONMENTAL CLIMATE CONTROL INC EPIC MECHANICAL INC F & G HEATING MECHANICAL CORP FENEVATIONS LLC FLEMINGTON INSTR CO INC FOLGORE MOBILE WELDING INC FRAMAN MECHANICAL FURINO & SONS INC GALDI MECHANICALS CORP HAMMOND CONTRACTING CO HENKELS & MCCOY INC HERITAGE REFRIGERATION LLC INDUSTRIAL FIBERGLASS SERVICES INDUSTRIAL COOLING CORP JERSEY MECHANICAL CONTR INC JOSEPH JINGOLI & SON INC KF MECHANCIAL LLC KINETIC SYSTEMS INC LITTLE MECHANICAL THE FRANK A MCBRIDE COMPANY INC MECHANICAL DEGREESINC MERIDIAN SERVICE INDUSTRIES LLC MID-ATLANTIC MECHANICAL INC MIDCOAST MECHANICAL INC MILCO NATIONAL CONSTRUCTORS MMC CONTRACTORS NORTHEAST INC J MOORE & CO NOOTER CONSTRUCTION CO OMNI INSTRUMENTATION SERVICES PCI CORP PENNETTA INDUSTRIAL AUTOMATION LLC PIPE CRAFT INC PJM MECHANICAL CONTRACTORS WJ POST PRECISION MECHANICAL PRECISION MECHANICAL SERVICES LLC PREFERRED MECHANICAL INC PROSPECT PIPING COMPANY SANDER MECHANICAL SERVICE INC SCHECK MECHANICAL CORPORATION SHELBY MECHANICAL INC SKANSKA SNC LAVELIN JV SUNNYFIELD CORPORATION FM SYLVAN INC TITAN MECHANICAL & PIPING INC TOMCO MECHANICAL CORP BRIAN TREMATORE PLUMBING & HEATING VALIANT POWER GROUP INC 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 146002 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND Q 107944 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND Q 60256 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P 5310 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND K 11266 ESTIMATED USAGE OF BUILDING