2013-10-17T08:36:36-07:00 2013-03-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2012-04-01 150582931 UPSTATE NEW YORK ENGINEERS HEALTH FUND UPST 3154921796 101 INTREPID LA PO BOX 100 COLVIN SYRACUSE NY 13205 DANIEL P HARRIGAN 2013-10-17 true SCHULTHEIS PANETTIERI LLP 6312734778 2012 2015-11-30 17:44:51Z DANIEL P HARRIGAN 101 INTREPID LA PO BOX 100 SYRACUSE NY 132050100 62155382 false false X N/A X 1957 NY TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 10 10 21 0 0 34939981 35283126 1890781 10982274 4292558 0 41123320 46265400 0 29166931 25285678 1516909 1517545 0 0 133017 158403 30816857 26961626 10306463 19303774 50985819 69299970 3932643 3310883 47053176 65989087 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 true false false false false false false true false false false false true 1937 0 true 21 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 ALAN PERO 1.00 0.00 X 0 0 0 RICHARD ROSS 1.00 0.00 X 0 0 0 DANIEL MCGRAW 1.00 0.00 X 0 0 0 PAUL MCCOLLUM 1.00 0.00 X 0 0 0 EARL R HALL 1.00 0.00 X 0 0 0 ROBERT HILL 1.00 0.00 X 0 0 0 EUGENE HALLOCK III 1.00 0.00 X 0 0 0 JAMES LOGAN 1.00 0.00 X 0 0 0 TERRY HOGLE 1.00 0.00 X 0 0 0 ROCKNE BURNS 1.00 0.00 X 0 0 0 DANIEL P HARRIGAN 35.00 0.00 X 214136 0 44135 214136 44135 1 false true false EBS-RMSCO INC 115 CONTINUUM DRIVE LIVERPOOL NY 13088 ACCESS & NETWORK FEE 792402 CORPORATE CARE MANAGEMENT 1 KATTLEVILLE ROAD BINGHAMTON NY 13901 HOSP CASE MGMT FEES 171253 BLITMAN & KING LLP 443 NORTH FRANKLIN STRRET SYRACUSE NY 132045412 LEGAL FEES 161789 3 0 PARTICIPANTS CONTRIBUTION 900099 4122150 4122150 ERRP INCOME 900099 153990 153990 EMPLOYERS CONTRIBUTIONS 900099 31006986 31006986 35283126 8583561 8583561 0 0 0 18288695 15889982 2398713 2398713 2398713 0 0 0 0 46265400 35283126 10982274 0 0 0 25285678 258271 0 790044 191954 202108 75168 0 156837 51000 0 0 151027 99166 0 105853 14803 0 87567 0 0 17845 0 0 4202 56109 REIMBURSED P/R, TAXES AND BENE -586006 0 26961626 0 0 0 1703153 2096668 1871646 1615308 0 4812418 9622176 0 0 0 0 0 136808 127004 14006 9804 37884336 53509631 4689732 2442758 0 0 10528 3625 50985819 69299970 135651 156409 221596 67606 3575396 3086868 3932643 3310883 X 47053176 65989087 47053176 65989087 50985819 69299970 19303774 -367863 X false true X true false 136808 127004 9804 9804 UNALLOCATED INSURANCE CONTRACTS 2058420 F DUE TO RELATED ORGANIZATIONS 416468 CLAIMS PAYABLE AND CLAIMS IBNR 2670400 3086868 45746510 45746510 151027 367863 518890 46265400 27243399 27243399 151027 -432800 -281773 26961626 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S unrealized losses $367863 X X false false false DANIEL P HARRIGAN 212286 1850 22659 21476 258271 Sch J, Part III, Additional Information 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). KAITLAN HARRIGAN DAUGHTER 60588 PAYROLL BENEFITS false Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 12c 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 11b 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. IUOE LOCAL 17 5959 VERSAILES ROAD LAKEVIEW NY 14085 160493140 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 UPSTATE NY OPERATING ENG LOCAL 158 44 HANNAY LANE GLENMONT NY 12077 140768455 LABOR UNION NY 501(C)5 N/A NA 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 engineers pension fund 101 INTREPID LANE SYRACUSE NY 132050100 150614642 RETIREMENT BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 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.PART VII - SUPPLEMENTAL INFORMATIONTHE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED ORGANIZATIONS IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.