IUOE LOCAL 25 MARINE DIVISION MEDICAL PLAN: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IUOE LOCAL 25 MARINE DIVISION MEDICAL PLAN (EIN 13-1931288)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-26
- IRS object ID
- 201342389349300819
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-26T13:30:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131578842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101190219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131931288 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING | BusinessNameLine1 |
| Business Name Line2 | ENGINEERS LOCAL 25 MARINE DIVISION MEDIC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 8005486662 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY SCHLEYER | Name |
| Title | PLAN ADMINISTRATOR | Title |
| Phone | 8005486662 | Phone |
| Date Signed | 2013-08-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126955003 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LARRY SCHLEYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 25819731 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12106087 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13316118 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15999 | InvestmentIncomePriorYear |
| Investment Income Current Year | 265278 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 90689 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12122086 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13672085 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 11302422 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 11855389 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 556658 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 580618 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 653686 | OtherExpensePriorYear |
| Other Expenses Current Year | 713881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12512766 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13149888 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -390680 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 522197 | RevenuesLessExpensesCY |
| Total Assets BOY | 10380143 | TotalAssetsBOY |
| Total Assets EOY | 10951370 | TotalAssetsEOY |
| Total Liabilities BOY | 71083 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70252 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10309060 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10881118 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PLAN PROVIDES CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | PLAN PROVIDES CERTAIN HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1078 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY SCHLEYER- ADMINISTRATOR | NamePerson |
| Telephone Number | 8005486662 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEPHEN NEWTON | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRAD HANSEN | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL ABELL | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 135142 | 32624 | ||
| COY MCCUISTION | |||||||
| FORMER EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| G DUDLEY WAREJR | |||||||
| ALTERNATE EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT WINTER | |||||||
| UNION TRUSTEE | 2.00 | X | 0 | 170550 | 35141 | ||
| LOUIS CANNIZZO | |||||||
| FORMER ALTERNATE EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT REEVES | |||||||
| UNION TRUSTEE | 1.00 | X | 0 | 130278 | 32312 | ||
| ANTHONY GONSIEWSKI | |||||||
| ALTERNATE UNION TRUSTEE | 1.00 | X | 0 | 130278 | 32312 | ||
| JACK GRAHAM | |||||||
| ALTERNATE EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL GUARRACI | |||||||
| ALTERNATE UNION TRUSTEE | 1.00 | X | 70730 | 0 | 22458 | ||
| MICHAEL CURRY | |||||||
| ALTERNATE UNION TRUSTEE | 1.00 | X | 0 | 130398 | 32312 | ||
| PATRICK WHALEN | |||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL ERNST | |||||||
| ALTERNATE EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LARRY SCHLEYER | |||||||
| ADMINISTRATOR | 35.00 | 144189 | 0 | 28370 | X | ||
| TONY GIUNTA | |||||||
| CONTROLLER | 35.00 | 103257 | 0 | 27727 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 318176 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 696646 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 243256 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON BLUE CROSS BLUE SHIELD OF NEW JE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| 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) |
|---|---|---|
| Description Of Services | MEDICAL CLAIMS PROCESSOR | DescriptionOfServices |
| Compensation | 360112 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS' CONTRIBUTIO | 230000 | 13105533 | 13105533 |
| COBRA CONTRIBUTIONS | 230000 | 210585 | 210585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13316118 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145534 | TotalRevenueColumn |
| Exclusion | $145,534 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12267390 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12147646 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 119744 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119744 | TotalRevenueColumn |
| Exclusion | $119,744 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SUBROGATION INCOME | 900099 | 90664 | 90664 |
| MISCELLANEOUS INCOME | 900099 | 25 | 25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 90689 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13672085 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13406807 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $265,278 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11855389 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170047 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264536 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40708 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71405 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33922 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37503 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31655 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46077 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15000 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63535 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37996 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37551 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8429 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6294 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8563 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8627 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| HORIZON BLUE CROSS BLUE | 360112 |
| MEDICAL CONSULTANTS | 38871 |
| REPAIRS & MAINTENANCE | 5420 |
| PAYROLL PROCESSING | 3413 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4835 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13149888 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323264 | BOY |
| EOY | 218271 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6221664 | BOY |
| EOY | 1728021 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1506931 | BOY |
| EOY | 1412504 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5414 | BOY |
| EOY | 3209 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 212093 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 111125 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109531 | BOY |
| EOY | 100968 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2119746 | BOY |
| EOY | 7326575 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93593 | BOY |
| EOY | 161822 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10380143 | BOY |
| EOY | 10951370 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71083 | BOY |
| EOY | 70252 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71083 | BOY |
| EOY | 70252 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10309060 | BOY |
| EOY | 10881118 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10309060 | BOY |
| EOY | 10881118 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10380143 | BOY |
| EOY | 10951370 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 522197 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 49861 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 212093 | OtherCostOrOtherBasis |
| Depreciation | 111125 | Depreciation |
| Book Value | 100968 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 100968 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 13675894 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 49861 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 49861 | RevenueNotRptdF990 |
| Revenue Subtotal | 13626033 | RevenueSubtotal |
| Investment Expenses Not Included | 46052 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 46052 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13672085 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13103836 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13103836 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 46052 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 46052 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13149888 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL ABELL | ||||||||||||||
| UNION TRUSTEE | 0 | 133546 | 0 | 0 | 0 | 1596 | 0 | 12760 | 0 | 19864 | 0 | 167766 | 0 | 0 |
| SCOTT WINTER | ||||||||||||||
| UNION TRUSTEE | 0 | 169212 | 0 | 0 | 0 | 1338 | 0 | 12760 | 0 | 22381 | 0 | 205691 | 0 | 0 |
| SCOTT REEVES | ||||||||||||||
| UNION TRUSTEE | 0 | 128940 | 0 | 0 | 0 | 1338 | 0 | 12760 | 0 | 19552 | 0 | 162590 | 0 | 0 |
| ANTHONY GONSIEWSKI | ||||||||||||||
| ALTERNATE UNION TRUSTEE | 0 | 128940 | 0 | 0 | 0 | 1338 | 0 | 12760 | 0 | 19552 | 0 | 162590 | 0 | 0 |
| MICHAEL CURRY | ||||||||||||||
| ALTERNATE UNION TRUSTEE | 0 | 128940 | 0 | 0 | 0 | 1458 | 0 | 12760 | 0 | 19552 | 0 | 162710 | 0 | 0 |
| LARRY SCHLEYER | ||||||||||||||
| ADMINISTRATOR | 143045 | 0 | 0 | 0 | 1144 | 0 | 9540 | 0 | 18830 | 0 | 172559 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||||||||
| 461 STATE ROUTE 33 | MILLSTONE TOWNSHIP | NJ | 08535 | 136112548 | VACATION FUND | NJ | T | 0 |
| AP CONSTRUCTION INC | ||||||||
| 915 S BLACK HORSE PIKE | BLACKWOOD | NJ | 08012 | 522335342 | CONSTRUCTION | PA | S | 0 |
| AMBOY AGGREGATES | ||||||||
| PO BOX 3220 | SOUTH AMBOY | NJ | 08879 | 222957882 | DREDGING/SAND MINING | NJ | C | 0 |
| AQUA DREDGE INC | ||||||||
| 70 BYRAM RIDGE ROAD | ARMONK | NY | 10504 | 132809799 | HYDRAULIC DREDGING | NY | C | 0 |
| ATLANTIC DREDGING LLC | ||||||||
| 549 SOUTH STREET | QUINCY | MA | 02169 | 830359623 | HEAVY CIVIL & MARINE CONTRACTING | MA | C | 0 |
| CALDWELL MARINE INTERNATIONAL | ||||||||
| 1433 ROUTE 34 | WALL TOWNSHIP | NJ | 07727 | 050567167 | MARINE CONSTRUCTION | NJ | C | 0 |
| CASHMAN DREDGING & MARINE LLC | ||||||||
| 549 SOUTH STREET | QUINCY | MA | 02169 | 830359623 | HEAVY CIVIL & MARINE CONTRACTING | MA | C | 0 |
| COAST LINE SERVICE INC | ||||||||
| 1 BLACK FALCON AVENUE | BOSTON | MA | 02210 | 043215473 | MARINE | MA | S | 0 |
| CONSTRUCTION & MARINE EQUIPMENT CO INC | ||||||||
| 330 SOUTH FRONT STREET | ELIZABETH | NJ | 07202 | 222179707 | MARINE | NJ | S | 0 |
| GIBSON & CUSHMAN CONTRACTING LLC | ||||||||
| 15 NORTH COLUMBIA STREET | PORT JEFFERSON | NY | 11777 | 203639030 | MARINE CONSTRUCTION | NY | C | 0 |
| GORE MARINE TRANSPORTATION CO | ||||||||
| 1467 PATTERSON IS ROAD SE | TOWNSEND | GA | 31331 | 273723598 | SEA VESSEL/ TOW | GA | S | 0 |
| GREAT LAKES DREDGE & DOCK COMPANY LLC | ||||||||
| 2122 YORK ROAD | OAK BROOK | IL | 60523 | 201354414 | MARINE CONSTRUCTION | DE | C | 0 |
| HYDRO MARINE CONSTRUCTION CO INC | ||||||||
| 1345 ROUTE 38 | HAINESPORT | NJ | 08036 | 223492844 | MAINE CONSTRUCTION | NJ | S | 0 |
| INNERSPACE SERVICES INC | ||||||||
| PO BOX 829 | SOUTH CASCO | ME | 04077 | 042731765 | DREDGING | MA | S | 0 |
| INTERPORT TOWING | ||||||||
| PO BOX 30 | WEST SOUTHPORT | ME | 04576 | 010411117 | MARINE TOWING | ME | S | 0 |
| KIEWIT CONSTRUCTORS INC | ||||||||
| 12720 I STREET | OMAHA | NE | 68137 | 930980922 | CONSTRUCTION | NE | C | 0 |
| MAGTECH CONSTRUCTION INC | ||||||||
| 231 NORTH AVENUE WEST - UNIT 324 | WESTFIELD | NJ | 07090 | 223290735 | HEAVY CONSTRUCTION | NJ | S | 0 |
| MANSON CONSTRUCTION COMPANY | ||||||||
| PO BOX 24067 | SEATTLE | WA | 98124 | 910306160 | MARINE CONSTRUCTION -DREDGING | WA | S | 0 |
| MCALLISTER CONTRACT SERVICES LLC | ||||||||
| 17 BATTERY PLACE - SUITE 1200 | NEW YORK | NY | 10004 | 461062101 | MARINE TRANSPORTATION | DE | S | 0 |
| MOBILE DREDGING & PUMPING COMPANY | ||||||||
| 3100 BETHEL ROAD | CHESTER | PA | 19013 | 231644265 | ENVIRO & INDUSTRIAL CLEANING | PA | S | 0 |
| NEWBORN CONSTRUCTION INC | ||||||||
| 61 CLINTON STREET | CENTER MORICHES | NY | 11934 | 112914636 | CONSTRUCTION | NY | S | 0 |
| NORFOLK DREDGING CO | ||||||||
| PO BOX 1706 | CHESAPEAKE | VA | 23327 | 540320740 | DREDGING | VA | C | 0 |
| NORTH STAR MARINE INC | ||||||||
| PO BOX 253 | IRONIA | NJ | 07845 | 222398898 | BOAT RENTAL | NJ | S | 0 |
| SEA WOLF MARINE TOWING INC | ||||||||
| 473 BROADWAY - SUITE 408 | BAYONNE | NJ | 07002 | 342058496 | MARINE TOWING & SALVAGE | NJ | C | 0 |
| STERLING EQUIPMENT INC | ||||||||
| 555 SOUTH STREET | QUINCY | MA | 02169 | 043259344 | EQUIPMENT RENTAL & SALES | MA | S | 0 |
| TREVCON CONSTRUCTION CO INC | ||||||||
| 30 CHURCH STREET | LIBERTY CORNER | NJ | 07938 | 223326705 | MAINE CONSTRUCTION | NJ | S | 0 |
| TRI-STATE DREDGINC INC | ||||||||
| 4300 HOLMSBURG AVENUE | PHILADELPHIA | PA | 19136 | 223663112 | DREDGING | PA | C | 0 |
| VILLAGE DOCK INC | ||||||||
| 15 NORTH COLUMBIA STREET | PORT JEFFERSON | NY | 11777 | 112511254 | HEAVY CONSTRUCTION | NY | C | 0 |
| WARREN GEORGE INC | ||||||||
| PO BOX 07303 | JERSEY CITY | NJ | 07303 | 222751216 | TEST BORING & DIAMOND CORE DRILLING | NJ | S | 0 |
| WEEKS MARINE INC | ||||||||
| 4 COMMERCE DRIVE | CRANFORD | NJ | 07016 | 135475810 | MARINE CONTRACTING & SERVICES | NJ | S | 0 |
| WITTE HEAVY LIFT INC | ||||||||
| 100 CENTRAL AVENUE | HILLSIDE | NJ | 07205 | 222261509 | MARINE SERVICES - DREDGING | NJ | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||
| N | 82943 | ALLOCATED EXPENSES |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||
| O | 66687 | ALLOCATION PERCENTAGE |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 VACATION FUND | ||
| Q | 147617 | CASH RECEIPTS FROM RELATED FUND |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||
| N | 95107 | ALLOCATED EXPENSES |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||
| O | 46168 | ALLOCATION PERCENTAGE |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 ANNUITY FUND | ||
| Q | 138841 | CASH RECEIPTS FROM RELATED FUND |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 | ||
| O | 49638 | ALLOCATED EXPENSES |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 | ||
| Q | 49589 | CASH RECEIPTS FROM RELATED UNION |
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