IUOE LOCAL 25 MARINE DIVISION MEDICAL PLAN: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IUOE LOCAL 25 MARINE DIVISION MEDICAL PLAN (EIN 13-1931288)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-27
- IRS object ID
- 201433009349300008
- Schema version
- 2013v3.0
- 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 | 2014-10-27T09:02:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA - SUITE 5335 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101190219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131931288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING ENGINEE | BusinessNameLine1 |
| Business Name Line2 | LOCAL 25 MARINE DIVISION MEDICAL PLAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 8005486662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 STATE ROUTE 33 | AddressLine1 |
| City | MILLSTONE TOWNSHIP | City |
| State | NJ | State |
| ZIP Code | 08535 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY SCHLEYER | PersonNm |
| Person Title | PLAN ADMINISTRATOR | PersonTitleTxt |
| Phone | 8005486662 | PhoneNum |
| Signature | 2014-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126955003 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LARRY SCHLEYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 STATE ROUTE 33 | AddressLine1 |
| City | MILLSTONE TOWNSHIP | City |
| State | NJ | State |
| ZIP Code | 08535 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,687,093 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,316,118 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,032,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | $265,278 | PYInvestmentIncomeAmt |
| CY Investment Income | $269,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,689 | PYOtherRevenueAmt |
| CY Other Revenue | $44,642 | CYOtherRevenueAmt |
| PY Total Revenue | $13,672,085 | PYTotalRevenueAmt |
| CY Total Revenue | $16,347,062 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $11,855,389 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,929,699 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $580,618 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $581,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $713,881 | PYOtherExpensesAmt |
| CY Other Expenses | $773,503 | CYOtherExpensesAmt |
| PY Total Expenses | $13,149,888 | PYTotalExpensesAmt |
| CY Total Expenses | $13,285,072 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $522,197 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,061,990 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,951,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,273,433 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,252 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,532 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,881,118 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,113,901 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PLAN PROVIDES CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PLAN PROVIDES CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1098 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY SCHLEYER- ADMINISTRATOR | PersonNm |
| Phone | 8005486662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 STATE ROUTE 33 | AddressLine1 |
| City | MILLSTONE TOWNSHIP | City |
| State | NJ | State |
| ZIP Code | 08535 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| STEPHEN NEWTON | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD HANSEN | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL ABELL | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $139,305 | $33,801 | |
| JOHN ZAPPALA | ||||||
| ALTERNATE UNION TRUSTEE | 1.00 | Yes (X) | $0 | $13,479 | $0 | |
| G DUDLEY WAREJR | ||||||
| ALTERNATE EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT WINTER | ||||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $177,086 | $36,380 | |
| CHRISTINE SCHUVER | ||||||
| ALTERNATE EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT REEVES | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $134,132 | $33,468 | |
| ANTHONY GONSIEWSKI | ||||||
| ALTERNATE UNION TRUSTEE | 1.00 | Yes (X) | $0 | $134,138 | $33,468 | |
| JACK GRAHAM | ||||||
| FORMER ALTERNATE EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GUARRACI | ||||||
| FORMER ALTERNATE UNION TRUSTEE | 1.00 | Yes (X) | $42,139 | $0 | $20,139 | |
| MICHAEL CURRY | ||||||
| ALTERNATE UNION TRUSTEE | 1.00 | Yes (X) | $0 | $134,264 | $33,468 | |
| PATRICK WHALEN | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL ERNST | ||||||
| ALTERNATE EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY SCHLEYER | ||||||
| ADMINISTRATOR | 35.00 | $130,033 | $0 | $37,292 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $172,172 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $732,404 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $228,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON BLUE CROSS BLUE SHIELD OF NEW JE | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1738 | AddressLine1 |
| City | NEWARK | City |
| State | DE | State |
| ZIP Code | 071011738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MEDICAL CLAIMS PROCESSOR | ServicesDesc |
| Compensation | $372,042 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS' CONTRIBUTIONS | 230000 | $15,757,575 | $15,757,575 |
| COBRA CONTRIBUTIONS | 230000 | $275,293 | $275,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,032,868 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,881 | TotalRevenueColumnAmt |
| Exclusion | $215,881 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,393,702 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,340,031 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,671 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,671 | TotalRevenueColumnAmt |
| Exclusion | $53,671 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBROGATION INCOME | 900099 | $44,437 | $44,437 |
| MISCELLANEOUS INCOME | 900099 | $205 | $205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,642 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,347,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,077,510 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $269,552 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,929,699 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,951 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,653 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,432 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,467 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,367 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,307 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,475 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,803 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,400 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,526 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,934 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,001 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,231 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,378 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,104 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,477 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HORIZON BLUE CROSS BLUE | $372,042 |
| MEDICAL CONSULTANTS | $43,208 |
| REPAIRS & MAINTENANCE | $5,875 |
| MISCELLANEOUS | $4,113 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,629 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,285,072 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,271 | BOYAmt |
| EOY | $312,887 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,728,021 | BOYAmt |
| EOY | $3,804,504 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,504 | BOYAmt |
| EOY | $3,062,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,209 | BOYAmt |
| EOY | $3,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,015 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,968 | BOYAmt |
| EOY | $103,558 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,326,575 | BOYAmt |
| EOY | $6,778,306 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,822 | BOYAmt |
| EOY | $208,640 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,951,370 | BOYAmt |
| EOY | $14,273,433 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,252 | BOYAmt |
| EOY | $66,422 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $93,110 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,252 | BOYAmt |
| EOY | $159,532 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,881,118 | BOYAmt |
| EOY | $14,113,901 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,881,118 | BOYAmt |
| EOY | $14,113,901 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,951,370 | BOYAmt |
| EOY | $14,273,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,061,990 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $170,793 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,573 | OtherCostOrOtherBasisAmt |
| Depreciation | $120,015 | DepreciationAmt |
| Book Value | $103,558 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $103,558 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKER FOR SECURITIES PURCHASED | Desc |
| Amt | $93,110 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $93,110 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,454,052 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $170,793 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $170,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,283,259 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,803 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $63,803 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,347,062 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,221,269 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,221,269 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,803 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $63,803 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,285,072 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL ABELL | ||||||||||||||
| UNION TRUSTEE | $0 | $137,709 | $0 | $0 | $0 | $1,596 | $0 | $12,814 | $0 | $20,987 | $0 | $173,106 | $0 | $0 |
| SCOTT WINTER | ||||||||||||||
| UNION TRUSTEE | $0 | $175,748 | $0 | $0 | $0 | $1,338 | $0 | $12,814 | $0 | $23,566 | $0 | $213,466 | $0 | $0 |
| SCOTT REEVES | ||||||||||||||
| UNION TRUSTEE | $0 | $132,794 | $0 | $0 | $0 | $1,338 | $0 | $12,814 | $0 | $20,654 | $0 | $167,600 | $0 | $0 |
| ANTHONY GONSIEWSKI | ||||||||||||||
| ALTERNATE UNION TRUSTEE | $0 | $132,800 | $0 | $0 | $0 | $1,338 | $0 | $12,814 | $0 | $20,654 | $0 | $167,606 | $0 | $0 |
| MICHAEL CURRY | ||||||||||||||
| ALTERNATE UNION TRUSTEE | $0 | $132,806 | $0 | $0 | $0 | $1,458 | $0 | $12,814 | $0 | $20,654 | $0 | $167,732 | $0 | $0 |
| LARRY SCHLEYER | ||||||||||||||
| ADMINISTRATOR | $128,975 | $0 | $0 | $0 | $1,058 | $0 | $9,414 | $0 | $27,878 | $0 | $167,325 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEDICAL FUND HAS PARTICIPANTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ALL AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||||||||
| 461 STATE ROUTE 33 | MILLSTONE TOWNSHIP | NJ | 08535 | 113041922 | ANNUITY PLAN | NJ | 401(A) | 0 |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 | ||||||||
| 463 STATE ROUTE 33 | MILLSTONE TOWNSHIP | NJ | 08535 | 111903743 | RELATED UNION | NJ | 501(C)5 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (31 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||||||||
| 461 STATE ROUTE 33 | MILLSTONE TOWNSHIP | NJ | 08535 | 136112548 | VACATION PLAN | NJ | T | 0 |
| AF OF L-AGE BUILDING TRADES | ||||||||
| AMBOY AGGREGATES | ||||||||
| AQUA DREDGE INC | ||||||||
| ATLANTIC DREDGING LLC | ||||||||
| CALDWELL MARINE INTERNATIONAL | ||||||||
| CASHMAN DREDGING & MARINE LLC | ||||||||
| COAST LINE SERVICE INC | ||||||||
| CONSTRUCTION & MARINE EQUIPMENT CO INC | ||||||||
| DUTRA DREDGING | ||||||||
| GIBSON & CUSHMAN CONTRACTING LLC | ||||||||
| GORE MARINE TRANSPORTATION CO | ||||||||
| GREAT LAKES DREDGE & DOCK COMPANY LLC | ||||||||
| HYDRO MARINE CONSTRUCTION CO INC | ||||||||
| INTERPORT TOWING | ||||||||
| J WILLIS SMITH & BROTHER | ||||||||
| MANSON CONSTRUCTION COMPANY | ||||||||
| MOBILE DREDGING & PUMPING COMPANY | ||||||||
| NORFOLK DREDGING CO | ||||||||
| NORTH STAR MARINE INC | ||||||||
| SEA WOLF MARINE TOWING INC | ||||||||
| SELECT TRANSPORTATION | ||||||||
| STERLING EQUIPMENT INC | ||||||||
| TAPPAN ZEE CONSTRUCTORSLLC | ||||||||
| TREVCON CONSTRUCTION CO INC | ||||||||
| TRI-STATE DREDGINC INC | ||||||||
| VILLAGE DOCK INC | ||||||||
| WARREN GEORGE INC | ||||||||
| WEEKS MARINE INC | ||||||||
| WITTE HEAVY LIFT INC | ||||||||
| WITTICH BROTHERS MARINE | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||
| N | $99,102 | ALLOCATED EXPENSES |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||
| O | $57,294 | ALLOCATION PERCENTAGE |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||
| Q | $158,619 | CASH RECEIPTS FROM RELATED FUND |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||
| N | $123,485 | ALLOCATED EXPENSES |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||
| O | $42,971 | ALLOCATION PERCENTAGE |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||
| Q | $132,925 | CASH RECEIPTS FROM RELATED FUND |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 | ||
| O | $33,167 | ALLOCATED EXPENSES |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 | ||
| Q | $40,574 | CASH RECEIPTS FROM RELATED UNION |
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