LOCAL 1205 WELFARE PLAN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOCAL 1205 WELFARE PLAN (EIN 11-1586595)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201501329349300930
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T06:36:41-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEINBERG STECKLER & PICCIURRO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 7TH AVE 16TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111586595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 1205 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCA | BusinessNameControlTxt |
| Phone | 5165011205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 CONKLIN STREET | AddressLine1 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY LYNCH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Picciurro | PreparerPersonNm |
| PTIN | P01458515 | PTIN |
| Phone | 2126951300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,606,309 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. BENEFITS INCLUDE HOSPITALIZATION, MEDICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,712,378 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,661,895 | CYProgramServiceRevenueAmt |
| PY Investment Income | $424,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,013,944 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,136,392 | PYTotalRevenueAmt |
| CY Total Revenue | $17,675,839 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $15,789,043 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $16,056,242 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $340,823 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $350,195 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $479,745 | PYOtherExpensesAmt |
| CY Other Expenses | $466,320 | CYOtherExpensesAmt |
| PY Total Expenses | $16,609,611 | PYTotalExpensesAmt |
| CY Total Expenses | $16,872,757 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$473,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $803,082 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,377,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,925,655 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,473,032 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,612,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,904,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,313,174 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDING HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. BENEFITS INCLUDE HOSPITALIZATION, MEDICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,872,757 | ExpenseAmt |
| Desc | TO PROVIDE VALUABLE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,326 ELIGIBLE PARTICIPANTS. BENEFITS INCLUDE HOSPITALIZATION, MEDICAL, PRESCRIPTION DRUGS, DENTAL, OPTICAL, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT. | Desc |
| Total Program Service Expenses | $16,872,757 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 345 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOINT BOARD OF TRUSTEES | PersonNm |
| Phone | 5165011205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 CONKLIN STREET | AddressLine1 |
| City | FARMINGDALE | City |
| State | NY | State |
| ZIP Code | 11735 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| THOMAS J CARBERRY | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY LYNCH | |||||||
| Trustee | 2.00 | 38.00 | Yes (X) | $0 | $107,783 | $26,963 | |
| DIANA PUGLISI | |||||||
| FUND MANAGER | 30.00 | 10.00 | $63,460 | $20,040 | $23,699 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $63,460 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $127,823 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,662 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EMPIRE BLUECROSS BLUESHIELD | |||||
| ONE LIBERTY PLAZA | NEW YORK | NY | 10006 | CLAIMS PROCESSING | $312,924 |
| STACEY BRAUN ASSOCIATES INC | |||||
| 377 BROADWAY | NEW YORK | NY | 10013 | INVESTMENT MGR | $111,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 230000 | $15,016,158 | $15,016,158 |
| PARTICIPANT CONTRIBUTIONS | 230000 | $1,645,737 | $1,645,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,661,895 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $640,142 | TotalRevenueColumnAmt |
| Exclusion | $640,142 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,304,272 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,930,470 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,802 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,802 | TotalRevenueColumnAmt |
| Exclusion | $373,802 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,675,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,661,895 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,013,944 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,056,242 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,460 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,013 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,640 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,026 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,056 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,914 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,130 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,390 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,266 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,129 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,517 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,577 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,875 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Postage and Shipping | $18,392 |
| TELEPHONE | $6,611 |
| EQUIPMENT RENTAL | $4,858 |
| BANK CHARGES | $4,182 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,872,757 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,599,794 | BOYAmt |
| EOY | $1,460,289 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,741 | BOYAmt |
| EOY | $1,287,507 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,814 | BOYAmt |
| EOY | $1,435,679 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,952 | BOYAmt |
| EOY | $41,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,436 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,419 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,447 | BOYAmt |
| EOY | $48,017 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,180,497 | BOYAmt |
| EOY | $30,652,648 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,377,245 | BOYAmt |
| EOY | $34,925,655 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,945 | BOYAmt |
| EOY | $52,368 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,402,087 | BOYAmt |
| EOY | $3,560,113 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,473,032 | BOYAmt |
| EOY | $3,612,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,904,213 | BOYAmt |
| EOY | $31,313,174 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,904,213 | BOYAmt |
| EOY | $31,313,174 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,377,245 | BOYAmt |
| EOY | $34,925,655 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $803,082 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,605,879 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,523 | DepreciationAmt |
| Book Value | $32,607 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,542 | DepreciationAmt |
| Book Value | $14,977 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,787 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,354 | DepreciationAmt |
| Book Value | $433 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,017 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT OBLIGATIONS | Desc |
| Amt | $3,560,113 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,560,113 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,147,328 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,605,879 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,605,879 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,541,449 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $134,390 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $134,390 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,675,839 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,580,341 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $16,580,341 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $134,390 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $158,026 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $292,416 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,872,757 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010. |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | INCREASE IN BENEFIT OBLIGATIONS $158026 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOCAL 1205 IBT | ||||||||||
| 246 CONKLIN STREET | FARMINGDALE | NY | 11735 | 111721885 | LABOR UNION | NY | 0320 | 501(C)(5) | N/A | false |
| LOCAL 1205 PENSION FUND | ||||||||||
| 246 CONKLIN STREET | FARMINGDALE | NY | 11735 | NY | N/A | false | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (45 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|
| ANRON AIR SYSTEM INC | ||||||
| 440 WYANDANCH AVE | NO BABYLON | NY | 11704 | NY | N/A | false |
| BAUMANN & SONS BUSES INC | ||||||
| 3355 VETERANS MEMORIAL HW | RONKONKOMA | NY | 11779 | NY | N/A | false |
| BLUE DIAMOND SHEET METAL INC | ||||||
| 1165 STATION ROAD | MEDFORD | NY | 11763 | NY | N/A | false |
| BLUELINX | ||||||
| 319 YAPHANK AVENUE | YAPHANK | NY | 11980 | NY | N/A | false |
| BRENNER ENVIRONMENTAL PRODUCTS | ||||||
| 5 RAILROAD PLACE | MASPETH | NY | 11378 | NY | N/A | false |
| CERCO PRODUCTS INC | ||||||
| 80 SHERWOOD AVENUE | FARMINGDALE | NY | 11735 | NY | N/A | false |
| CONTRACTORS SHEET METAL LLC | ||||||
| 34-06 SKILLMAN AVE | LIC | NY | 11101 | NY | N/A | false |
| CORD CONTRACTING CO INC | ||||||
| 80 CROSSWAYS PK DR 300 | WOODBURY | NY | 11797 | NY | N/A | false |
| DIERKS HEATING COMPANY INC | ||||||
| 43-32 33RD STREET | LIC | NY | 11101 | NY | N/A | false |
| DYKES LUMBER COMPANY | ||||||
| PO BOX 857 | WEEHAWKEN | NJ | 07087 | NJ | N/A | false |
| EASTERN METALWORKS INC | ||||||
| 66 MAHAN STREET | WEST BABYLON | NY | 11704 | NY | N/A | false |
| FAMILY LBR & BUILDING MATERIAL | ||||||
| 140 STEWART AVE | BETHPAGE | NY | 11714 | NY | N/A | false |
| FERGUSON HAULING CORP | ||||||
| 850 EAST 42ND STREET | BROOKLYN | NY | 11210 | NY | N/A | false |
| FIRST GROUP AMERICA | ||||||
| 600 VINE STREET 1400 | CINCINNATI | OH | 45202 | OH | N/A | false |
| FRP SHEET METAL CONTRACTING CORP | ||||||
| 241 SKIP LANE | BAYSHORE | NY | 11706 | NY | N/A | false |
| GLENDALE LUMBER CO INC | ||||||
| 7121 73RD PLACE | GLENDALE | NY | 11385 | NY | N/A | false |
| H KLEIN & SONS INC | ||||||
| PO BOX 349 | MINEOLA | NY | 11501 | NY | N/A | false |
| HERITAGE MECHANICAL SERVICES | ||||||
| 70 SCHMITT BLVD | FARMINGDALE | NY | 11735 | NY | N/A | false |
| ITC | ||||||
| 117-19 14TH ROAD | COLLEGE POINT | NY | 11356 | NY | N/A | false |
| ICE AIR LLC | ||||||
| 80 HARTFORD AVE | MOUNT VERNON | NY | 10553 | NY | N/A | false |
| INDUSTRIAL THREADED | ||||||
| 777 MOUNT AVENUE | WYANDANCH | NY | 11798 | NY | N/A | false |
| ISLAND ARCHITECTURAL WOODWORK | ||||||
| 31 HOWARD PLACE | RONKONKOMA | NY | 11779 | NY | N/A | false |
| ISLAND DIVERSIFIED | ||||||
| 1191 SCOTT AVENUE | CALVERTON | NY | 11933 | NY | N/A | false |
| ISLAND INTERNATIONAL | ||||||
| 4062-81 GRUMMAN BLVD | CALVERTON | NY | 11961 | NY | N/A | false |
| KINGS MATERIAL HANDLING CORP | ||||||
| 703 3RD AVENUE 2ND FL | BROOKLYN | NY | 11232 | NY | N/A | false |
| KLEET LUMBER CO INC | ||||||
| 777 PARK AVENUE | HUNTINGTON | NY | 11743 | NY | N/A | false |
| L MARTONE & SONS INC | ||||||
| 166 SEA CLIFF AVENUE | GLEN COVE | NY | 11542 | NY | N/A | false |
| NASSAU SUFFOLK LUMBER | ||||||
| 3800 VETERANS MEMORIAL HWAY | BOHEMIA | NY | 11716 | NY | N/A | false |
| P I MECHANICAL CORP | ||||||
| 338 37TH STREET 2ND FL | BROOKLYN | NY | 11232 | NY | N/A | false |
| PACKARD FLOORING SUPPLY CO INC | ||||||
| 2020 BROAD HOLLOW RD | FARMINGDALE | NY | 11735 | NY | N/A | false |
| RAEL AUTOMATIC SPRINKLER CO | ||||||
| 1750 PLAZA AVENUE | NEW HYDE PARK | NY | 11040 | NY | N/A | false |
| REARDEN METALWORKS LLC | ||||||
| PO BOX 535 | BOONTON | NJ | 07005 | NJ | N/A | false |
| RIVERHEAD BUILDING SUPPLY CORP | ||||||
| 250 DAVID COURT | CALVERTON | NY | 11933 | NY | N/A | false |
| RUSSIN LUMBER CORP | ||||||
| 21 LEONARDS DRIVE | MONTGOMERY | NY | 12549 | NY | N/A | false |
| S W ANDERSON SALES CORP | ||||||
| 63 DANIEL STREET | FARMINGDALE | NY | 11735 | NY | N/A | false |
| S & S FIRE SUPPRESSION SYSTEM INC | ||||||
| 300 METRO PARK | ROCHESTER | NY | 14323 | NY | N/A | false |
| SEA BREEZE MECH CORP | ||||||
| 120 NEW YORK AVE | WESTBURY | NY | 11590 | NY | N/A | false |
| STERLING INDUSTRIES INC | ||||||
| 410 EASTERN PKWAY | FARMINGDALE | NY | 11735 | NY | N/A | false |
| SUFFOLK CEMENT PRODUCTS INC | ||||||
| 1843 MIDDLE ROAD | CALVERTON | NY | 11933 | NY | N/A | false |
| SUPER ENTERPRISES USA INC | ||||||
| 126 SPAGNOLI RD | MELVILLE | NY | 11747 | NY | N/A | false |
| THE NEW SCHOOL | ||||||
| PO BOX 90519 | RALEIGH | NC | 27675 | NC | N/A | false |
| TRIPLE S AIR SYSTEMS INC | ||||||
| 80 RAYNOR AVENUE | RONKONKOMA | NY | 11779 | NY | N/A | false |
| TULNOY LUMBER INC | ||||||
| 1620 WEBSTER AVENUE | BRONX | NY | 10457 | NY | N/A | false |
| WEISMAN HOME OUTLETS | ||||||
| PO BOX 130220 | SPRINGFIELD GARDENS | NY | 11413 | NY | N/A | false |
| CREATIVE CONSTRUCTION SER CORP | ||||||
| 226-03 LINDEN BLVD | CAMBRIA HEIGHTS | NY | 11411 | NY | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 1205 PENSION FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | p | TransactionTypeTxt |
| Involved | $370,888 | InvolvedAmt |
| Method Of Amount Determination | TIME STUDY | MethodOfAmountDeterminationTxt |
Comments