2014-06-26T06:51:05-07:00 2013-12-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2013-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFF LOUGHLIN UNION TRUSTEE 2014-06-26 true SCHULTHEIS PANETTIERI LLP 6312734778 2013 2015-11-30 17:44:51Z RITA KOSTIK 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 21007718 false false X HTTP://IUOELOCAL137.COM/ X 1951 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 8 0 0 10236820 12027202 1111713 1419925 0 11348533 13447127 0 15110175 17451514 1043283 770770 0 0 -218622 318150 15934836 18540434 -4586303 -5093307 35313851 31987382 3685156 3810284 31628695 28177098 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH 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 760 0 true 8 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true false false false X RITA KOSTIK 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFF LOUGHLIN UNION TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY BRACCIO JR UN TR EFF 9/13 1.00 0.00 X 0 0 0 JOHN MCGILL UN TR EFF 9/13 1.00 0.00 X 0 0 0 ROSS PEPE EMP TRUSTEE 1.00 0.00 X 0 0 0 EDWARD KELLY EMP TRUSTEE 1.00 0.00 X 0 0 0 RICHARD LOMBARDI EMP TRUSTEE 1.00 0.00 X 0 0 0 ALBERT J GIRARDI JR UN TRUST-8/13 1.00 0.00 X 0 0 0 NICHOLAS SIGNORELLI UN TRUST-8/13 1.00 0.00 X 0 0 0 RITA KOSTIK FUND MANAGER 40.00 0.00 X 127104 0 89965 127104 89965 1 false true false BASIL CASTROVINCI & ASSOC 3235 KENNEDY BLVD JERSEY CITY NJ 07306 ACTUARY/MED TPA 539489 schultheis & panettieri llp 210 marcus blvd hauppauge NY 11788 accountant 126977 2 0 EMPLOYERS' CONTRIB 900099 11852597 11852597 PARTICIPANTS' CONTRIB 900099 174605 174605 12027202 987805 987805 0 0 0 7992711 7560591 432120 432120 432120 0 0 0 0 13447127 12027202 1419925 0 0 0 17451514 217069 0 282537 95767 142295 33102 0 42554 87469 0 0 113860 25311 0 71701 27507 0 64975 0 0 0 0 0 6452 8287 ADJ TO THE STAFF PENS FUND ST 305972 REIMB PAYROLL,BEN & TAXES -435938 0 18540434 0 0 0 100 100 1251315 467619 0 1794467 1644130 0 0 0 0 0 142791 129985 19258 12806 31593730 29513488 0 0 0 654981 349239 35313851 31987382 76304 97036 3608852 3713248 3685156 3810284 X 31628695 28177098 31628695 28177098 35313851 31987382 -5093307 1641710 X false true X true false 142791 129985 12806 12806 CLAIMS PAYABLE 3520000 due from RELATED ORGANIZATIONS 193248 3713248 14974977 1641710 1641710 13333267 113860 113860 13447127 17953362 17953362 113860 473212 587072 18540434 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN BENEFITS PAYABLE $473212 false false false RITA KOSTIK FUND MANAGER 126454 650 66608 23357 217069 Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED, 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 REVIEW OF THE CONFLICT OF INTEREST POLICY is done annually at a trustees meeting and with the employeEs. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. APPRENTICE FUND IUOE LOCAL 137 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATION NY 501(C)3 2 N/A false THE PENS PLAN IUOE L 137ABCR AFL-CIO 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 131825849 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A NA false IUOE ANNUITY FUND LOCAL 137ABCR 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A NA false IUOE LOCAL 137 ABCR 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 131739715 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