2013-06-11T11:17:19-07:00 2012-12-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2012-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 ALBERT J GIRARDI JR 2013-06-11 true SCHULTHEIS PANETTIERI LLP 6312734778 2012 2016-03-07 17:11:31Z ALBERT J GIRARDI JR 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 18186201 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 11457845 10236820 1404119 1111713 0 12861964 11348533 0 14629694 15110175 1024873 1043283 0 0 -355291 -218622 15299276 15934836 -2437312 -4586303 37733479 35313851 3024629 3685156 34708850 31628695 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 832 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 PETER PATERNO 1.00 0.00 X 0 0 0 RICHARD LOMBARDI 1.00 0.00 X 0 0 0 EDWARD KELLY 1.00 0.00 X 0 0 0 ROSS PEPE 1.00 0.00 X 0 0 0 JEFF LOUGHLIN 1.00 0.00 X 0 0 0 ALBERT J GIRARDI JR 1.00 0.00 X 0 0 0 NICHOLAS SIGNORELLI 1.00 0.00 X 0 0 0 RITA KOSTIK 40.00 0.00 X 115000 0 75588 115000 75588 1 false true false schultheis & panettieri llp 210 marcus blvd hauppauge NY 11788 accountant 136200 BASIL CASTROVINCI & ASSOC 3235 KENNEDY BLVD JERSEY CITY NJ 07306 ACTUARY/MED TPA 516383 2 0 PARTICIPANTS' CONTRIB 900099 31040 31040 EMPLOYERS' CONTRIB 900099 10205780 10205780 10236820 1129568 1129568 0 0 0 6819813 6837668 -17855 -17855 -17855 0 0 0 0 11348533 10236820 1111713 0 0 0 15110175 190588 0 286164 403197 129326 34008 0 29364 76819 0 0 125582 19472 0 70904 16118 0 55041 0 0 0 0 0 3393 11459 REIMB PAYROLL,BEN & TAXES -616990 ADJ TO THE STAFF PENS FUND ST -9784 0 15934836 0 0 0 1105 100 410532 1251315 0 2352892 1794467 0 0 0 0 0 142791 123533 7351 19258 34301099 31593730 0 0 0 660500 654981 37733479 35313851 111069 76304 2913560 3608852 3024629 3685156 X 34708850 31628695 34708850 31628695 37733479 35313851 -4586303 1506148 X false true X true false 142791 123533 19258 19258 due from RELATED ORGANIZATIONS 562064 CLAIMS PAYABLE 3046788 3608852 12783099 1560148 1560148 11222951 125582 125582 11348533 15530184 15530184 125582 279070 404652 15934836 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN CLAIMS PAYABLE $279070 false false false RITA KOSTIK 115000 53854 21734 190588 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 12c 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 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 COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. IUOE LOCAL 137 ABCR 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 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 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 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 false false false false false false false false false false true false false true true false true false false