2016-11-11T09:22:19-08:00 2016-03-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2015-04-01 150582931 UPSTATE NEW YORK ENGINEERS HEALTH FUND UPST 3154921796 101 INTREPID LA PO BOX 100 COLVIN SYRACUSE NY 13205 DANIEL P HARRIGAN FUND MANAGER 2016-11-11 true CAROL WESTFALL P00539069 6312734778 2015 2017-02-10 21:41:12Z DANIEL P HARRIGAN 101 INTREPID LANE PO BOX 100 SYRACUSE NY 132050100 61289840 false false X N/A X 1957 NY TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 10 10 19 0 0 35964062 34666900 5609389 5109146 189221 41573451 39965267 0 30066797 32431712 1596810 1665814 0 0 190547 196613 31854154 34294139 9719297 5671128 94431746 92462142 8592887 5300679 85838859 87161463 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 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 false false false false false false false false false true false false false false true 1532 0 true 19 true 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 RICHARD AROSS UNION TRUSTEE 1.00 0.00 X 0 0 0 PAUL D MCCOLLUM UNION TRUSTEE 1.00 0.00 X 0 0 0 NORMAN NOON 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 CCURRAN EMPLR TRUSTEE 1.00 0.00 X 0 0 0 JAMES LOGAN EMPLR TRUSTEE 1.00 0.00 X 0 0 0 DANIEL P HARRIGAN FUND MANAGER 35.00 0.00 X 219991 0 56856 DEBORAH SPAULDING CONTROLLER 35.00 0.00 X 103269 0 35717 323260 92573 2 false true false LIFETIME BENEFIT SOLUTIONS 115 CONTINUUM DRIVE LIVERPOOL NY 13088 ACCESS/NETWORK FEES 686289 CORPORATE CARE MANAGEMENT 1 KATTLEVILLE ROAD BINGHAMTON NY 13901 HOSP CASE MGMT FEES 311105 SEI INV MGMT CORP 1 FREEDOM VALLEY DR OAKS PA 19456 INVESTMENT MANAGER 259290 BLITMAN & KING LLP 443 NORTH FRANKLIN STREET SYRACUSE NY 13204 LEGAL FEES 117670 JOSEPH W MCCARTHY & ASSOCIATES 7644 ROUTE 31 WEST BALDWINSVILLE NY 13027 PAYROLL AUDITS 116298 5 0 EMPLOYERS CONTRIBUTIONS 900099 31203131 31203131 PARTICIPANTS CONTRIBUTION 900099 3463769 3463769 34666900 3135790 3135790 0 0 0 23297929 21324573 1973356 1973356 1973356 0 0 0 DELINQ CONTRIB INT / FEES 900099 189221 189221 189221 39965267 34856121 5109146 0 0 0 32431712 278673 0 865533 251462 188784 81362 0 116657 51000 0 0 283627 101153 0 120344 22217 0 87567 0 0 13017 0 0 420 57734 REIMB PR, PR TAXES & BEN -657123 0 34294139 0 0 0 4477628 1281963 537041 712206 0 2161687 3164407 0 0 0 0 0 150719 116611 24478 34108 86510530 86533474 719599 733533 0 0 783 2451 94431746 92462142 166004 160765 8426883 5139914 8592887 5300679 X 85838859 87161463 85838859 87161463 94431746 92462142 5671128 -4348524 X false true X true false 150719 116611 34108 34108 CLAIMS PAYABLE AND CLAIMS IBNR 4121800 DUE TO REL ORGANIZATIONS 1018114 5139914 35333116 -4348524 -4348524 39681640 283627 283627 39965267 37466166 37466166 283627 -3455654 -3172027 34294139 X X false false false DANIEL P HARRIGAN FUND MANAGER 217941 2050 36822 20034 276847 Part III, Additional Information DANIEL P. HARRIGAN RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS FUND MANAGER OF THIS ENTITY AND THE RELATED PENSION AND SUB FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THIS ENTITY WITH REIMBURSEMENTS MADE ACCORDINGLY. THE ENTITIY'S PORTION OF THE EXPENSES IS 47% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II - LINE (i). 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 Funds 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 101 INTREPID LANE SYRACUSE NY 132050100 160954711 EDUCATION TO PARTICIPANTS NY 501(C)3 9 N/A false UPSTATE NY OPERATING ENG LOCAL 158 44 HANNAY LANE GLENMONT NY 12077 140768455 LABOR UNION NY 501(C)5 N/A NA false IUOE LOCAL UNION 463 3365 RIDGE RD RANSOMVILLE NY 14131 160437053 LABOR UNION NY 501(C)5 N/A NA false IUOE LOCAL 17 5959 VERSAILES ROAD LAKEVIEW NY 14085 160493140 LABOR UNION NY 501(C)5 N/A NA 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.