2016-11-11T08:25:03-06:00 2015-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP ONE PENN PLAZA NEW YORK NY 101190219 990 2015-01-01 135608135 UNITED WIRE METAL & MACHINE HEALTH & WELFARE FUND UNIT 2126914100 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 HARVEY S MORGAN ADMINISTRATOR 2126914100 2016-11-02 1 P00293700 2126955003 2015 2017-02-10 21:41:12Z HARVEY S MORGAN 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 39291411 0 X N/A X 1953 NY SEE PART III, ITEM 1 6 0 21 0 0 0 0 0 16055844 24013739 2826792 3621439 1151363 1634706 20033999 29269884 0 0 20755265 25232370 1718805 1777882 0 0 0 1506108 1593488 23980178 28603740 -3946179 666144 81326700 81514476 959977 570974 80366723 80943502 TO PROVIDE HOSPITAL,MEDICAL, SURGICAL, DENTAL, OPTICAL, DISABILITY, DEATH AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS SERVICED WAS APPROXIMATELY 3,350. 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 1 1 0 0 0 0 0 0 1 0 0 1 792 0 1 21 1 0 0 0 0 0 0 X 6 0 1 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 X HARVEY MORGAN ADMINISTRATOR 2126914100 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 MICHAEL SMITH UNION TRUSTEE 0.00 40.00 X 0 181317 33345 DONNA SANTORO UNION TRUSTEE 0.00 40.00 X 0 172186 33342 THOMAS FEELEY UNION TRUSTEE 0.00 40.00 X 0 151689 39802 HARVEY MORGAN ADMINISTRATOR / EMP TRUSTE 26.00 0.00 X X 208163 0 40017 ROBERT ZISKIN EMPLOYER TRUSTEE 1.00 0.00 X 7500 0 0 PETER AJALAT EMPLOYER TRUSTEE 1.00 X 7500 0 0 ROSANNA FURIO FUND MANAGER 13.00 X 137346 0 41140 360509 505192 187646 2 0 1 0 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE 1861 NEW YORK NY 10036 LEGAL 444248 WHITESTAR ADVISORS LLC 902 CLIENT MOORE RDSTE 104 BOCA RATON FL 33487 INVESTMENT ADVISOR 381212 2 EMPLOYERS CONTRIBUTIONS 900099 23865523 23865523 COBRA CONTRIBUTIONS 900099 148216 148216 24013739 1461229 1461229 12181737 10020307 1220 2161430 -1220 2160210 2160210 REIMBURSED EXPENSES 900099 1247187 1247187 PRESCRIPTION REBATE INCOME 900099 264039 264039 OTHER INCOME - CLASS ACTION SETTL 900099 68549 68549 54931 54931 1634706 29269884 27808655 0 1461229 25232370 263180 1094295 183953 134181 102273 363144 87780 541178 72861 162056 85775 122203 23957 21694 3285 95665 FEES, DUES AND SUBSCRIP 8126 MISCELLANEOUS 5764 28603740 3074293 2875097 2673706 618355 2434084 3179404 24403 81364 210022 201948 6506 8074 32462831 26742489 39837325 46991238 813552 1018455 81326700 81514476 751155 466747 208822 104227 959977 570974 X 0 0 0 0 80366723 80943502 80366723 80943502 81326700 81514476 666144 -89365 0 X X 0 1 X 1 0 210022 201948 8074 8074 CONSTRUCTION PROJECT LOANS 12620450 F LIMITED LIABILITY COMPANIES - REAL ESTATE 34370788 F 46991238 OTHER 104227 104227 X 27393374 -89365 -89365 27482739 541178 1245967 1787145 29269884 26816595 -1245967 -1245967 28062562 541178 541178 28603740 PART X, LINE 2: 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES OF $1,247,187 AND LOSS ON SALE OF FIXED ASSETS OF $1,220 PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSED EXPENSES OF $1,247,187 AND LOSS ON SALE OF FIXED ASSETS OF $1,220 PART XII, LINE 4B, AND PART XIII, LINE 2D REIMBURSED EXPENSES OF $1,247,187 ARE SHOWN AS AN OFF-SET TO ADMINSTRATIVE EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. 0 0 0 MICHAEL SMITH UNION TRUSTEE 0 181317 0 0 0 0 0 26240 0 7105 0 214662 0 0 DONNA SANTORO UNION TRUSTEE 0 172186 0 0 0 0 0 26240 0 7102 0 205528 0 0 THOMAS FEELEY UNION TRUSTEE 0 151689 0 0 0 0 0 32240 0 7562 0 191491 0 0 HARVEY MORGAN ADMINISTRATOR / EMP TRUSTE 208163 0 0 0 0 0 31117 0 8900 0 248180 0 0 0 ROSANNA FURIO FUND MANAGER 137346 0 0 0 0 0 32240 0 8900 0 178486 0 0 0 LOUIS SMITH FORMER UNION TRUSTEE OF FUND 37120 COMPENSATION AS REAL ESTATE DIRECTOR 0 FORM 990, PART VI, SECTION A, LINE 2 FORM 990, PART VI, LINE 2: LOUIS SMITH, FORMER UNION TRUSTEE AND MICHAEL SMITH ARE FATHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 THE FUND HAS PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 8B THE FUND DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2015. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY ERISA. FORM 990, PART XII, LINE 2C: THE FUND'S PROCESS FOR OVERSEEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PREVIOUS YEAR. LOCAL 810 IBT 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 135624913 RELATED LABOR UNION NY 501C(5) N/A N/A 1 UNITED WIRE METAL & MACHINE PENSION FUND 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 135608135 PROVIDES RETIREMENT BENEFITS TO ITS MEMBERS NY 501A N/A N/A 0 WINTHROP UNIVERSITY HOSPITAL ST LUKE'S - ROOSEVELT HOSPITAL CENTER NEW YORK UNIVERSITY NEW YORK UNIVERSITY MEDICAL CENTER FORDHAM UNIVERSITY A & S WINDOW ASSOCIATES ABC CARPET COINC ABC ORIENTAL CARPET COINC ACCURATE FORMING CORP ADMIRAL METALS AIRWELD ALBEST METAL STAMPING CORP ALLIANCE FOR DOWNTOWN NYABM AMETEK THERMAL BUSINESS INC PLAN 4 ARCHITECTURAL WINDOWS CORP ARMA D&S INC ASTRO ELECTROPLATING CO AWISCO NEW YORK CORP BD MANAGERS OF THE LANGSTON CONDO BEL TRANSFORMER INC BETH MOSES CEMETERY BINA OFFICE FURNITURE BOB MIMS ROOFING & SHEET METAL CHEEZWHSECOM COLUMBIA BUTTON & NAILHEAD CONTINENTAL SEASONING CREST-FOAM INDUSTRIES ECKHOFF TRUCK BODIES INC EMPIRE SAFE COMPANY INC EMPIRE STATE METAL PRODUCTS EXPERT METAL SLITTERS INC FAVORITE PLASTICS FORDHAM TOYOTA FOUR SEASONS SOLAR PRODUCTS FRANKLIN STAINLESS CORP FREEPORT SCREEN & STAMPING HARRY BRAINUM JR INC INFINITI OF LYNBROOK JOSEPH ELETTO TRANSFERINC JULIUS BLUM & CO INC KATZ METAL FABRICATORS INC KILROY ARCHITECTURAL WINDOWS INC KOENIG IRON WORKS INC KONE INC LASORSA MANAGEMENT CORP LEWIS BRASS & COPPER CO LONG ISLAND CARPET CLEANERS MAJESTIC RUG CLEANING CO MASON IND & MERCER RUBBER CO MGR EQUIPMENT CORP MIDTOWN HVAC ENTERPRISES MILLER-BLAKER INC MONTAUK RUG & CARPET CORP NEW YORK CENTRAL ART SUPPLY NORBET TRUCKING PARAMOUNT WIRE CO PETSON BUILDING SUPPLY INC PMP INDUSTRIES INC RANCHERS BEST WHOLESALE MEAT REGENT BABY PRODUCTS CORP ROTAX METALS INC S & S INDUSTRIES INC SERGE DUCT DESIGN INC SKORR STEEL CO SNAPPLE DISTRIBUTORS INC TESTRITE INSTRUMENT CO TRANS WORLD MOTOR FREIGHT LLC TRANS-WORLD MARKETING WEW CONTAINER CORP WELLWOOD CEMETERY WESTCHESTER TOYOTA INC WOODSTOCK FARMS YALOZ MOLD & DIE CO AMERSTDAM TOBACCO CO INC MASTER SHOP ARTHUR BROWN & BRO INC CANTEEN VENDING & OCS SERVICES CENTER CAND CORP MASTER SHOP GLOBE WHOLESALE CO MASTER SHOP HAROLD LEVINSON ASSOCIATION INC LEWIS FLUSHING CORP MARVIN GUTLOVE NEW YORK PROVINCE PANASONIC -DIV MATSUSHITA ELECTRIC ROSE TRUCKING CO SODEXO INC SUNRISE CANDY & TOBACCO CO MASTER SHOP T & R TOBACCO SALES CO THE JESUITS OF FORDHAM INC UNIVERSAL METAL & ORE CO WHITE ROSE ROZEN WORKPLACE TRUCKING LLC YRC WORLDWIDE INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 UNITED WIRE METAL & MACHINE PENSION FUND Q 887240 ALLOC. 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