2014-11-14T09:05:39-06:00 2013-12-31 222951202 MSPC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2013-01-01 221516999 STEAMFITTERS LOCAL UNION #475 WELFARE FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2014-11-14 1 DAVID EVANGELISTA P00002391 9082727000 2013 2015-11-30 17:44:51Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 12610866 0 X N/A X 1951 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 10 0 223 0 0 0 0 0 11048491 11269554 581774 501388 664442 839924 12294707 12610866 0 0 11983457 12362349 291132 287142 0 0 0 673547 867883 12948136 13517374 -653429 -906508 13315639 13032076 1204530 2184607 12111109 10847469 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 THE FUND PROVIDES MEDICAL AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 443 0 1 223 1 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X STEAMFITTERS #475 WELFARE FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 ROBERT SHERLOCK EMPLOYEE TRUSTEE 1.00 X 0 140223 12328 ANDREW R WELCH EMPLOYEE TRUSTEE 1.00 X 0 1292 1200 SHAUN P SULLIVAN SR EMPLOYEE TRUSTEE 1.00 X 0 139387 11878 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 1.00 X 0 139387 12328 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 1.00 X 2164 28285 2455 MARTY J DROBNY EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT J DURR JR EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT B SNYDER SR EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.00 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.00 X 0 0 0 KIM DEVIZIO FUND ADMINISTRATOR 40.00 X 0 92846 0 MICHAEL MULVANEY FORMER EMPLOYEE TRUSTEE 0.00 X 0 122413 17125 2164 663833 57314 0 1 1 0 CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06022 CLAIMS ADMIN FEE & STOP LOSS INS. 612032 1 EMPLOYERS CONTRIBUTIONS 900099 11269554 11269554 11269554 501388 501388 COBRA 900099 776700 776700 MISCELANEOUS INCOME 900099 63224 63224 839924 12610866 12109478 0 501388 12362349 171049 100000 16093 55020 37000 24819 47000 15280 10524 1347 163838 MEDICAL BENEFITS - PROC 462998 PRESCRIPTION ADMIN FEES 19987 RENTAL & COMPUTER FEES 18448 MISCELLANEOUS EXPENSES 2492 9130 13517374 70 70 433442 1668228 1000 975 227057 216116 14308 10941 11459283 10560731 1407536 791131 13315639 13032076 37659 50223 1166871 2134384 1204530 2184607 X 0 0 0 0 12111109 10847469 12111109 10847469 13315639 13032076 -906508 -357132 0 X X 0 1 X 1 0 227057 216116 10941 10941 PRUDENTIAL CONTRACTS 10560731 F 10560731 EMPLOYERS CONTRIBUTIONS RECEIVABLE 791131 791131 DUE TO RECIPROCALS 731827 HEALTH CLAIMS PAYABLE 1050000 DUE TO AFFILIATED FUNDS 350510 PAYROLL TAXES PAYABLE 2047 2134384 12228915 -357132 -357132 12586047 24819 24819 12610866 13230914 0 13230914 24819 261641 286460 13517374 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT CLAIMS ACCRUAL 261,641. 0 0 0 MICHAEL MULVANEY FORMER EMPLOYEE TRUSTEE 0 122413 0 0 0 0 0 70922 0 36370 0 229705 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION IS PROVIDED WITH A CLIENT COPY OF THE RETURN PRIOR TO FILING FOR REVIEW PURPOSES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART VII MARTY J. DROBNY - 211 MOUNTAIN AVE, P.O. BOX 390, SPRINGFIELD, NJ 07081. ROBERT J. DURR JR. - 80 EIGTH AVENUE, NEW YORK, NY 10011. ROBERT B. SNYDER, SR. - 281 CENTENNIAL AVENUE, PISCATAWAY, NJ 08854. ROBERT B. SNYDER, JR. - 281 CENTENNIAL AVENUE, PISCATAWAY, NJ 08854. RICHARD TOMAIKO - 6 GARDNER ROAD, FAIRFIELD, NJ 07004. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STEAMFITTERS LOCAL #475 VACATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351279 PROVIDES VACATION BENEFITS TO MEMBERS. NJ SECTION 501(C)(9) 0 STEAMFITTERS LOCAL #475 EDUCATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226033161 PROVIDES TRAINING AND EDUCATION TO MEMBERS. NJ SECTION 501(C)(3) 170(B)(1)(A)(VI) 0 STEAMFITTERS LOCAL #475 136 MOUNT BETHEL ROAD WARREN NJ 07059 221305230 PROVIDES COLLECTIVE BARGAINING FOR MEMBERS. NJ SECTION 501(C)(5) 0 STEAMFITTERS LOCAL #475 PENSION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226029738 PROVIDES PENSION BENEFITS FOR MEMBERS. NJ SECTION 401(A) 0 STEAMFITTERS LOCAL #475 SURETY FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351695 PROVIDES ANNUITY BENEFITS FOR MEMBERS. NJ SECTION 401(A) 0 A & A INDUSTRIAL PIPING INC A & J REFRIGERATION INC AAA REFRIGERATION SERVICE INC ADMORE AIR CONDITIONING CORP ADVANCED MECHANICAL CORP AIR CON INC AIR SYSTEMS INC AJ CELIANO INC AMCO ENTERPRISES INC ARMISTEAD MECHANICAL INC BBAPEK LLC BENMAR AIR CONDITIONING LLC BIG B CONTRACTING INC BINSKY & SNYDER INC BONLAND INDUSTRIES INC BRAYCO INC BUIST INC CAPITOL REFRIGERATION INC CAR-BER HOLDINGS INC C & CE MECHANICAL CONTRACTORS CENTRALPACK ENGINEERING CORPORATION CFM VR TESCO LLC C-K AIR CONDITIONING CLASSIC PIPING SYSTEMS LLC COMPETITIVE PLUMBING & HEATING INC CONSTRUCTION & TURNAROUND SERVICES DESESA ENGINEERING CO INC DESIGN AIRE OF NJINC DIRECT DIGITAL CONTROL SYSTEMS INC DJ'S MECHANICAL INC DU MONT MECHANICAL DYNAMIC MECHANICAL CONTRACTORS INC EII INC (B) ENGINEERING & REFRIGER ENVIRONMENTAL CLIMATE CONTROL INC F & G HEATING MECHANICAL CORP FLEMINGTON INSTR CO INC FM SYLVAN INC FOLGORE MOBILE WELDING INC FRAMAN MECHANICAL FRANK LILL & SON INC FURINO & SON INC FRANK C GIBSON INC GABE SGANGA INC GEORGE YETKA CORP HAMMOND CONTRACTING CO HARRIS ENVIORNMENT SYST INC HERITAGE REFRIGERATION LLC HT LYONS INC INDUSTRIAL FIBERGLASS SERVICES INTERSTATE MECHANICAL SERVICES J MOORE & CO JERSEY MECHANICAL CONTR INC JJ WHITE INC KF MECHANICAL LLC LIMBACH COMPANY LITTLE MECHANICAL LS MECHANICAL MATRIX SME MADISON INDUSTRIAL SERVICE TEAM INC MARLEY COOLING TOWER CO MECHANICAL DEGREESINC MECHANICAL ASSOCIATES OF NEW JERSEY MERIDIAN SERVICE INDUSTRIES LLC MID-ATLANTIC MECHANICAL INC MMC CONTRACTORS NORTHEAST INC OMNI INSTRUMENTATION SERVICES PENNETTA INDUSTRIAL AUTOMATION LLC PIPE CRAFT INC PRECISION MECHANICAL PRECISE PLUMBING INC PROSPECT PIPING COMPANY PTI SERVICES INC RIGGS DISTLER & CO SANDER AND BREYTA INC SANDER MECHANICAL SERVICE INC SCHECK MECHANICAL CORPORATION SKANSKA USA CIVIL NORTHEAST INC SUNNYFIELD CORPORATION THE BARHAM GROUP LLC THE FRANK A MCBRIDE COMPANY INC URS ENERGY & CONSTRUCTION INC VITAL SERVICES INC WILLIAM J GUARINI INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND Q 117477 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND Q 117742 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND Q 35385 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P 5426 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND K 10524 ESTIMATED USAGE OF BUILDING