2012-03-15T10:48:38-07:00 2011-04-30 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2010-05-01 111823976 UNITED WELFARE FUND UNIT 7186584848 138-50 QUEENS BOULEVARD BRIARWOOD NY 11435 EDWARD L BYRNE SR 2012-03-15 SCHULTHEIS PANETTIERI LLP 2010 2016-02-24 21:20:13Z 266846168 false false X N/A X 1956 TO PROVIDE HEALTH, SEVERANCE, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 16 16 20 0 0 150447941 156259197 17639633 16452605 -11048 -13591 168076526 172698211 0 149738662 155305036 2447617 2898776 0 0 7804389 8655295 159990668 166859107 8085858 5839104 480759041 487638177 3076648 2590493 477682393 485047684 TO PROVIDE HEALTH, SEVERANCE, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. false false TO PROVIDE HEALTH, SEVERANCE, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 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 true false false false false false true false false false false true 5815 0 true 20 true false false false false false false false false false false false false false false false X 16 16 true false false false false false false true true false false false true true true true false true false false false false X EDWARD L BYRNE SR 7186584848 138-50 QUEENS BOULEVARD BRIARWOOD NY 11435 TROY ANDERSON 65.00 X 0 0 0 STEVEN R ELLIOTT JR 65.00 X 245018 0 62644 STEVEN BARNA 10.00 X 0 0 0 SEAN CULLINAN 65.00 X 0 0 0 SAM MATTHEWS 40.00 X 158848 0 31303 ROBERT FRANGO THR 1110 10.00 X 0 0 0 PETER DEVITO JR 65.00 X 0 0 0 PAUL STENDARDI 10.00 X 0 0 0 MICHAEL WALBY 10.00 X 0 0 0 MATTHEW T POWER 40.00 X 137435 0 32090 MARK READER 65.00 X 0 0 0 LARRY AMATULLI 10.00 X 0 0 0 KEVIN COUGHLAN 65.00 X 281445 0 53303 KEVIN BARRY 65.00 X 0 0 0 joseph m pecora 65.00 X 201452 0 53070 JONATHAN S AMES 70.00 X 0 0 0 JAY GEORGE 10.00 X 0 0 0 GERALDINE DORSEY 40.00 X 114518 0 40188 EDWARD L BYRNE JR 40.00 X 108147 0 32420 EDWARD L BYRNE SR 65.00 X 0 0 0 ED KAHN 65.00 X 0 0 0 DONALD BARKIN 10.00 X 0 0 0 CHARLES SHIMKUS 65.00 X 0 0 0 CAROL BARKIN 10.00 X 0 0 0 AGOSTINO VONA 10.00 X 0 0 0 1246863 305018 8 false true true SCHULTHEIS & PANETTIERI LLP 210 MARCUS BLVD HAUPPAUGE NY 11788 AUDIT 118000 RICHARD M GREENSPAN 220 HEATHERDELL ROAD ARDSLEY NY 10502 LEGAL 386546 NIXON PEABODY LLC 401 9TH ST NW WASHINGTON DC 20004 LEGAL 108199 MILLIMAN INC ONE PENNSYLVANIA PLAZA NEW YORK NY 10119 CONSULTING 275663 BLACKROCK 800 SCUDDER MILL ROAD plainsboro NJ 08536 investment mgmt 247500 5 0 PARTICIPANT CONTRIBUTIONS 900099 8041095 8041095 FEDERAL SUBSIDIES - COBRA 900099 1506639 1506639 EMPLOYER CONTRIBUTIONS 900099 146711463 146711463 156259197 16719768 16719768 0 0 13591 -13591 -13591 -13591 93867203 94134366 -267163 -267163 -267163 0 0 0 0 172698211 156259197 16439014 0 0 0 155305036 608916 0 1561763 75793 507065 145239 0 646648 120000 0 0 342603 492104 0 464968 67471 0 898907 138301 0 4134 0 0 23228 269294 SHOP STEWARD WEEKEND 84563 REIMB P/R, TAXES & BENEFITS 5150672 REIMB LITIGATION SETTLEMENT -47598 0 166859107 0 0 0 1369099 2786752 86377196 89722724 0 6359417 5620178 0 0 0 0 55316 0 2966602 657912 2248083 2308690 384311069 387190357 0 0 0 38861 9476 480759041 487638177 280967 280289 2158581 1689204 637100 621000 3076648 2590493 X 477682393 485047684 477682393 485047684 480759041 487638177 X 5839104 1526187 X false true true X false false 2200000 2200000 248403 156518 91885 283984 273917 10067 234215 227477 6738 2308690 BENEFIT OBLIGATIONS 621000 621000 172698211 166859107 5839104 1526187 -16100 1510087 7349191 173881795 1526187 1526187 172355608 342603 342603 172698211 166500404 166500404 342603 16100 358703 166859107 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S change in benefit obligation $16100 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN BENEFIT OBLIGATION $ -0 X false false false STEVEN R ELLIOTT JR 228748 13197 3073 6638 56006 307662 SAM MATTHEWS 152880 4250 1718 3624 27679 190151 MATTHEW T POWER 134435 3000 3624 28466 169525 KEVIN COUGHLAN 254748 14697 12000 7205 46098 334748 joseph m pecora 187152 11697 2603 5419 47651 254522 GERALDINE DORSEY 110018 4500 5072 35116 154706 EDWARD L BYRNE SR DANBURY CONSULTANTS CORP FAM MEMBER OWNER 60000 INDEPENDENT CONTRACTOR false JOSEPH PECORA family member 64677 EMPLOYMENT false edward L BYRNE JR family member 142753 employment false FORM 990, PART VII-COLUMN (B) AVG HOURS HOURS RECORDED ARE AN ESTIMATE OF AVERAGE HOURS WORKED PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITION IN, WHERE WORK IS ASSIGNED AS A REQUIRED COMPONENT OF THE PERSON'S PRIMARY EMPLOYMENT. AS ALLOCATED, WORK TIME IS DEVOTED TO PROVIDE NECESSARY SUPPORT AND SERVICES NEEDED BY THE RESPECTIVE ORGANIZATION' PROGRAMS. FORM 990, PART IX, LINE 24C THIS REIMBURSED LITIGATION SETTLEMENT REPRESENTS A DISPUTED AMOUNT PAID TO MEDICARE IN THE PRIOR YEAR WHICH WAS REFUNDED BACK TO THE UNITED WELFARE FUND IN 5/2010. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE MADE 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 THE TRUSTEES OF THE FUND AT THEIR REGULAR MEETINGS TAKE UP THE BUSINESS OF THE ORGANIZATION WHICH WOULD INCLUDE INSTANCES WHERE A CONFLICT OF INTEREST HAS OCCURRED OR IS SUBJECT OF DISCUSSION. IF A CONFLICT OF INTEREST IS PRESENTED, THE TRUSTEES TAKE APPROPRIATE ACTION WITH ANY CONFLICTED MEMBER ABSTAINING FROM PARTICIPATION IN THE DISCUSSION AND VOTE. ALL TRUSTEES, OFFICERS AND EMPLOYEES ARE COVERED BY CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process A DRAFT OF THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WITH ASSISTANCE FROM FUND PERSONNEL AND COUNSEL AND PRESENTED TO THE SECURITY FUND ADMINISTRATOR FOR INITIAL REVIEW. THE SECURITY FUND ADMINISTRATOR THEN CIRCULATED A COPY OF THE DRAFT FORM 990 TO THE FUND'S TRUSTEES, OFFICERS AND COUNSEL. AFTER FURTHER REVIEW AND COMPLETION OF ANY OPEN ITEMS, THE FINAL DOCUMENT WAS CIRCULATED IN HARD COPY FORM TO ALL OF THE OFFICERS AND TRUSTEES, WHO, AFTER THEIR OWN REVIEW, WERE CANVASSED FOR APPROVAL FOR ACCEPTANCE AND AUTHORIZATION TO FILE THE FORM 990 BEFORE ITS DUE DATE. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et CAROL BARKIN AND DONALD BARKIN - FAMILY RELATIONSHIP LOCAL 355 USW JOINT APPR AND TRAINING FD 138-50 QUEENS BOULEVARD BRIARWOOD NY 11435 113522006 PROVIDE APPR, TRAINING, SKILL IMPROV & SAFETY EDUCATION NY 501(C)3 N/A NA false false false false false false false false false false false false false true false false false false false