INTERNATIONAL UNION OF OPERATING ENGINEERS: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS (EIN 04-6040880)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-06
IRS object ID
202542799349301039
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-06T10:14:16-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046040880EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IUOE LOCAL 4 HEALTH & WELFARE PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIUOEBusinessNameControlTxt
Phone5085331400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 TROTTER DRIVEAddressLine1Txt
CityMEDWAYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02053ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL BOWESPersonNm
Person TitleCHAIRMAN OF BOARD OF TRUSTEESPersonTitleTxt
Phone5085331400PhoneNum
Signature2025-10-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGORY A GEIMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 TROTTER DRIVEAddressLine1Txt
CityMEDWAYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02053ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$112,186,430GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1957FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee19TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$81,607,304PYProgramServiceRevenueAmt
CY Program Service Revenue$84,351,295CYProgramServiceRevenueAmt
PY Investment Income$2,302,333PYInvestmentIncomeAmt
CY Investment Income$3,184,925CYInvestmentIncomeAmt
PY Other Revenue$27,031PYOtherRevenueAmt
CY Other Revenue$13,513CYOtherRevenueAmt
PY Total Revenue$83,936,668PYTotalRevenueAmt
CY Total Revenue$87,549,733CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$73,825,500PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$81,919,014CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,457,257PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,651,910CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses-$374,190PYOtherExpensesAmt
CY Other Expenses-$444,976CYOtherExpensesAmt
PY Total Expenses$75,908,567PYTotalExpensesAmt
CY Total Expenses$84,125,948CYTotalExpensesAmt
PY Revenues Less Expenses$8,028,101PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,423,785CYRevenuesLessExpensesAmt
Total Assets BOY$137,189,231TotalAssetsBOYAmt
Total Assets EOY$150,131,904TotalAssetsEOYAmt
Total Liabilities BOY$7,168,025TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,847,046TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$130,021,206NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$142,284,858NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee19EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREGORY A GEIMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5085331400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 TROTTER DRIVEAddressLine1Txt
CityMEDWAYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02053ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
PAUL C DIMINICO
UNION TRUSTEE1.0039.00Yes (X)$0$0$0
DAVID SHEA
UNION TRUSTEE1.0039.00Yes (X)$0$0$0
MICHAEL BOWES
UNION TRUSTEE1.0039.00Yes (X)$0$0$0
ANGELO COLOSANTE
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
DAVID MARR JR
EMPLOYER TRUSTEE1.002.00Yes (X)$0$0$0
JIM REGER
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
GREGORY A GEIMAN
FUND ADMINISTRATOR13.0027.00$294,213$0$67,929Yes (X)
REBECCA ZACCARDI
CONTROLLER12.0028.00$170,544$0$56,810Yes (X)
DONALD CHRISTY
COLLECTIONS MANAGER16.0024.00$135,895$0$58,544Yes (X)
LAURA-JEAN HICKEY
ASSISTANT FUND ADMINISTRATOR33.007.00$134,104$0$57,317Yes (X)
JAMES M BURNS
IT DIRECTOR7.0033.00$115,387$0$56,810Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$850,143TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$297,410TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BLUE CROSS BLUE SHIELD OF MASS
401 PARK DR 14BOSTONMA02215MEDICAL$2,017,957
LYRA HEALTH
270 EAST LANEBURLINGAMECA94010MEMBER ASSISTANCE PROGRAM$148,329
VITECH SYSTEMS GROUP INC
401 PARK AVENUE SOUTHNEW YORKNY10016INFORMATION TECHNOLOGY$145,014
WILLIS TOWERS WATSON NORTHEAS
75 ARLINGTON ST FL 2BOSTONMA02116CONSULTING$126,000
HEALTHLINX LLC
933 PIONEER RD BLDG 103DRAPERUT84020CONSULTING$112,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS237310$83,747,640$83,747,640
PARTICIPANT CONTRIBUTIONS237310$603,655$603,655
FieldValueIRS element (for citing)
Total Program Service Revenue$84,351,295TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,216,497TotalRevenueColumnAmt
Exclusion$3,216,497ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,605,125SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,636,697SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$31,572SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$31,572TotalRevenueColumnAmt
Exclusion-$31,572ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business237310BusinessCd
Total Revenue Column$13,513TotalRevenueColumnAmt
Related Or Exempt Func Income$13,513RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,513OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$87,549,733TotalRevenueColumnAmt
Related Or Exempt Func Income$84,364,808RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,184,925ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$81,919,014TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$362,142TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,345,435TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$531,420TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$272,019TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$140,894TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$143,289TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,960TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$132,534TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$296,400TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$159,675TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$234,099TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$51,115TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,781TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$52,122TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
MAINTENANCE AND SECURIT$9,925
REIMB.PR, PR TAX, BENEF-$1,587,876

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$84,125,948TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,544,097BOYAmt
EOY$12,691,152EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,948,679BOYAmt
EOY$10,978,790EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$313,857BOYAmt
EOY$378,921EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$78,140LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$78,140LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,653,394BOYAmt
EOY$88,927,082EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$29,729,204BOYAmt
EOY$37,155,959EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$137,189,231BOYAmt
EOY$150,131,904EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$560,875BOYAmt
EOY$168,020EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,607,150BOYAmt
EOY$7,679,026EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,168,025BOYAmt
EOY$7,847,046EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$130,021,206BOYAmt
EOY$142,284,858EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$130,021,206BOYAmt
EOY$142,284,858EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$137,189,231BOYAmt
EOY$150,131,904EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,423,785ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,839,867NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,325OtherCostOrOtherBasisAmt
Depreciation$15,325DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,815OtherCostOrOtherBasisAmt
Depreciation$62,815DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescS&P 500 INDEX FUNDDesc
Book Value$37,155,959BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$37,155,959TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIG. CURRENTLY PAYABLEDesc
Amt$7,679,026Amt
FieldValueIRS element (for citing)
Total Liability$7,679,026TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$96,257,066TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$8,839,867NetUnrealizedGainsInvstAmt
Revenue Not Reported$8,839,867RevenueNotReportedAmt
Revenue Subtotal$87,417,199RevenueSubtotalAmt
Investment Expenses Not Incld$132,534InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$132,534RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$87,549,733TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$82,921,538TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$82,921,538ExpensesSubtotalAmt
Investment Expenses Not Incld2$132,534InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,071,876OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,204,410ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$84,125,948TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN CLAIMS PAYABLE AND IBNR 1,071,876.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREGORY A GEIMAN
FUND ADMINISTRATOR$294,213$0$0$0$0$0$49,363$0$18,566$0$362,142$0$0$0
REBECCA ZACCARDI
CONTROLLER$170,544$0$0$0$0$0$39,230$0$17,580$0$227,354$0$0$0
DONALD CHRISTY
COLLECTIONS MANAGER$135,895$0$0$0$0$0$40,178$0$18,366$0$194,439$0$0$0
LAURA-JEAN HICKEY
ASSISTANT FUND ADMINISTRATOR$134,104$0$0$0$0$0$39,507$0$17,810$0$191,421$0$0$0
JAMES M BURNS
IT DIRECTOR$115,387$0$0$0$0$0$39,230$0$17,580$0$172,197$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 B, LINE 12CAS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
IUOE LOCAL 4
16 TROTTER DRIVEMEDWAYMA020532299041445210LABOR UNIONMA501(C)(5)N/AN/A0
IUOE LOCAL 4 ANNUITY
16 TROTTER DRIVEMEDWAYMA020532299043002474RETIREMENT BENEFITSMA501(A)N/AN/A0
IUOE LOCAL 4 PENSION
16 TROTTER DRIVEMEDWAYMA020532299046013863RETIREMENT BENEFITSMA501(A)N/AN/A0
HOISTING AND PORTABLE ENGINEERS APP TRAIN PROGRAM FUND
ONE ENGINEERS WAYCANTONMA02021042326141APPRENTICESHIP TRAINING FUNDMA501(C)(3)N/AN/A0
IUOE LOCAL 4 LABOR MGT COOP TRUST
16 TROTTER DRIVEMEDWAYMA020532299046254465TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENTMA501(C)(5)N/AN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
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Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
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Div Related Organization0DivRelatedOrganizationInd
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Asset Exchange0AssetExchangeInd
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Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
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Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
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Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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CONTRACTORS INC BARLETTA ENGINEERING CORP BARNHART CRANE BAY CRANE NORTHEAST LLC BAYSTATE BLASTING INC BENNY'S BROKKS BERKEL & COMPANY INC BERLIN STEEL CONSTRUCTION CO BLACK & BOUCHER LLC BLACK DOG DIVERS BLUROC BOND CIVIL & UTILITY CONSTRUCTION INC BORGES CONSTRUCTION INC BORGGAARD CONSTRUCTION CORP BOSCO CRANE BOSS STEEL INC BOSTON SAND & GRAVEL CO-QUARRY BRIGHTVIEW LANDSCAPE BROKK PROS INC BROOKS DRILLING LLC BROX INDUSTRIES INC BVCI BLACK & VEATCH CONSTRUCTION INC CAIRNS EQUIPMENT LLC CAMPUTARO LEASING LLC CAPONE BROS INC CARDI CORPORATION CASHMAN DREDGING & MARINE CATALANO CONSTRUCTION INC CAVALIERI CONSTRUCTION CO INC CENTRAL LANDSCAPE CONSTRUCTION CENTRAL MASS CRANE SERVICE INC CH NICKERSON & CO INC CHAMPION SPECIALTY SERVICES CHARLES CONTRACTING CO CHARPS LLC CHELMSFORD CRANE INC CHET'S WELDING INCORPORATED CICCONI & SONS CONSTRUCTION CO INC CITY RENTALS LLC CJ SHAUGHNESSY CRANE SERVICE INC CM CONWAY CONSTRUCTION INC CN CORP CN WOOD COMPANY INC CN WOOD ENVIRONMENTAL LLC COASTAL 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2024 FORM 990, SCHEDULE R ATTACHMENT - RELATED ORGANIZATIONSPART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (CONTINUED) SALVUCCI MASONRY SCHUMACHER LANDSCAPING INC SCOTIA CRANES CORP SELECT DEMO SERVICES LLC SEMPER DIVING & MARINE SEVENSON ENVIRONMENTAL SERVICES INC SHAWMUT EQUIPMENT CO INC SKANSKA USA CIVIL NE INC SOUTH SHORE CONTRACTING CO SPS NEW ENGLAND INC SPS- WALSH JV STERLING EQUIPMENT INC STRUCTURES DEREK INTERNATIONAL SA SUBSURFACE CONSTRUCTORS INC SUNBELT RENTALS INC SUPER EXCAVATORS INC SUPREME INDUSTRIES SUR CONSTRUCTION SERVICES CORP SYNERGY CONTRACTING INC T & M EQUIPMENT CORP T JOHNSON EQUIPMENT REPAIR LLC TAIBBI CORP TCT EQUIPMENT LLC THE DOW COMPANY THE HDD COMPANY THE SMEDLEY COMPANY THE WELCH CORP TREVI ICOS CORP TRI-BORO CRANE & RIGGING LLC TURNPIKE EXCAVATION & PAVING INC TYLER EQUIPMENT CORP UNDERPINNING & FOUNDATION SKANSKA INC UNIFIED CONTRACTING INC UNITED CIVIL INC UNITED RENTALS UPSTATE NEW YORK ENGINEERS VACUUM EXCAVATION VFB CONSTRUCTION INC VYNORIUS PILEDRIVING INC WALSH CONSTRUCTION CO OF ILLINOIS WALSH CONTRACTING CORP WARNER BROS LLC WES CONSTRUCTION CORP WEST ROXBURY CRUSHED STONE WINKLER CRANE WITKUM CRANE & RIGGING LLC WLFRENCH EXCAVATING CORP WOODS CRW CORP YARD WORKS
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.

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