2015-12-22T08:09:03-08:00 2015-03-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2014-04-01 150582931 UPSTATE NEW YORK ENGINEERS HEALTH FUND UPST 3154921796 101 INTREPID LA PO BOX 100 COLVIN SYRACUSE NY 13205 DANIEL P HARRIGAN FUND MANAGER 2015-12-22 true CAROL WESTFALL P00539069 6312734778 2014 2016-03-07 17:11:31Z DANIEL P HARRIGAN 101 INTREPID LANE PO BOX 100 SYRACUSE NY 132050100 58720888 false false X N/A X 1957 NY TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 10 10 20 0 0 35925908 35964062 5260431 5609389 0 41186339 41573451 0 29265097 30066797 1571369 1596810 0 0 235678 190547 31072144 31854154 10114195 9719297 83153165 94431746 5078200 8592887 78074965 85838859 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 1968 0 true 20 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 ALAN PERO thru 215 UNION TRUSTEE 1.00 0.00 X 0 0 0 JAMES LOGAN EMPLR 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 norman noon eff 215 union trustee 1.00 0.00 X 0 0 0 DANIEL P HARRIGAN FUND MANAGER 35.00 0.00 X 214136 0 54711 214136 54711 1 false true false LIFETIME BENEFIT SOLUTIONS 115 CONTINUUM DRIVE LIVERPOOL NY 13088 ACCESS/NETWORK FEES 843635 CORPORATE CARE MANAGEMENT 1 KATTLEVILLE ROAD BINGHAMTON NY 13901 HOSP CASE MGMT FEES 309767 BLITMAN & KING LLP 443 NORTH FRANKLIN STREET SYRACUSE NY 13204 LEGAL FEES 171953 SEI INV MGMT CORP 1 FREEDOM VALLEY DR OAKS PA 19456 INVESTMENT MANAGER 206057 JOSEPH W MCCARTHY & ASSOCIATES 7644 ROUTE 31 WEST BALDWINSVILLE NY 13027 PAYROLL AUDITS 102552 5 0 EMPLOYERS CONTRIBUTIONS 900099 32268171 32268171 PARTICIPANTS CONTRIBUTION 900099 3695891 3695891 35964062 3515186 3515186 0 0 0 19241640 17147437 2094203 2094203 2094203 0 0 0 0 41573451 35964062 5609389 0 0 0 30066797 268847 0 823913 218148 206017 79885 0 126047 63450 0 0 242629 100107 0 113998 18451 0 87567 0 0 12699 0 0 4202 57966 REIMB PR, PR TAXES & BEN -636569 0 31854154 0 0 0 2475076 4477628 399657 537041 0 2444750 2161687 0 0 0 0 0 159886 135408 5602 24478 74948465 86510530 2877288 719599 0 0 2327 783 83153165 94431746 165257 166004 4912943 8426883 5078200 8592887 X 78074965 85838859 78074965 85838859 83153165 94431746 9719297 -1955403 X false true X true false 159886 135408 24478 24478 CLAIMS PAYABLE AND CLAIMS IBNR 7577454 DUE TO REL ORGANIZATIONS 849429 8426883 39375419 -1955403 -1955403 41330822 242629 242629 41573451 28175271 28175271 242629 3436254 3678883 31854154 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S change in CLAIMS PAYABLE & IBNR $3436254 X X false false false DANIEL P HARRIGAN FUND MANAGER 212286 1850 34103 20608 268847 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 ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY IS PERFORMED WITH THE TRUSTEES AT A TRUSTEES MEETING AND THE POLICY IS RE-DISTRIBUTED TO EMPLOYEES ANNUALLY. 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 false 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.