2011-03-15T09:21:33-07:00 2010-04-30 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2009-05-01 111823976 UNITED WELFARE FUND UNIT 7186584848 138-50 QUEENS BOULEVARD BRIARWOOD NY 11435 EDWARD L BYRNE SR 2011-03-15 SCHULTHEIS PANETTIERI LLP 2009 2016-02-24 21:20:13Z 253208915 false false X N/A X 1956 TO PROVIDE HEALTH, SEVERANCE, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES. 17 17 18 0 0 145957212 150447941 18063219 17639633 32302 -11048 164052733 168076526 0 140529495 149738662 2264072 2447617 0 0 7137672 7804389 149931239 159990668 14121494 8085858 471081066 480759041 3751059 3076648 467330007 477682393 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 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 true 5770 0 true 18 true false false false false false false false false false false false false 17 17 true false false false false false false true true false false false true true true true false true false false false false X EDWARD BYRNE 7186584848 138-50 QUEENS BOULEVARD BRIARWOOD NY 11435 TROY ANDERSON 65.00 X 0 0 0 STEVEN R ELLIOTT JR 0. X 246346 0 56392 STEVEN BARNA 10.00 X 0 0 0 SEAN CULLINAN 65.00 X 0 0 0 SAM MATTHEWS 40.00 X 145699 0 25688 ROBERT FRANGO 10.00 X 0 0 0 PETER DEVITO JR 65.00 X 0 0 0 PAUL STENDARDI -EFF 12010 10.00 X 0 0 0 MICHAEL WALBY 10.00 X 0 0 0 MICHAEL PANTONY-THRU 1009 10.00 X 0 0 0 MATTHEW T POWER 40.00 X 113355 0 26513 MARK READER - EFF 12010 65.00 X 0 0 0 LARRY AMATULLI 10.00 X 0 0 0 KEVIN COUGHLAN 65.00 X 281445 0 51502 KEVIN BARRY 65.00 X 0 0 0 JOSEPH M PECORA 65.00 X 0 0 0 JONATHAN S AMES 70.00 X 0 0 0 JAY GEORGE 10.00 X 0 0 0 GERALDINE DORSEY 40.00 X 111674 0 34522 EDWARD L BYRNE JR 40.00 X 104294 0 26580 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 - EFF 12010 10.00 X 0 0 0 1002813 221197 6 false true true RICHARD M GREENSPAN 220 HEATHERDELL ROAD ARDSLEY NY 10502 LEGAL 358766 BLACK ROCK 800 SCUDDER MILL ROAD plainsboro NJ 08536 investment mgmt 180000 2 0 PARTICIPANT CONTRIBUTIONS 900099 9422947 9422947 FEDERAL SUBSIDIES - COBRA 900099 1635825 1635825 EMPLOYER CONTRIBUTIONS 900099 139389169 139389169 150447941 18015933 18015933 0 0 11048 -11048 -11048 -11048 84745041 85121341 -376300 -376300 -376300 0 0 0 0 168076526 150447941 17628585 0 0 0 149738662 402916 0 1426041 68770 419129 130761 0 523750 222000 0 0 330925 350292 0 442726 47165 0 892304 141417 0 10073 0 0 17139 250537 SHOP STEWARD WEEKEND 74798 REIMB P/R, TAXES & BENEFITS 4455933 LITIGATION SETTLEMENT 45330 0 159990668 0 0 0 1526851 1369099 93419688 86377196 0 6484645 6359417 0 0 0 0 53839 55316 2929401 681318 2221953 2248083 367362273 384311069 0 0 0 11817 38861 471081066 480759041 460791 280967 2620268 2158581 670000 637100 3751059 3076648 X 467330007 477682393 467330007 477682393 471081066 480759041 X false true true X false false 2200000 2200000 176648 139760 36888 318132 318132 234621 223426 11195 2248083 BENEFIT OBLIGATIONS 637100 637100 168076526 159990668 8085858 2266528 -32900 2233628 10319486 170012129 2266528 2266528 167745601 330925 330925 168076526 159692643 159692643 330925 -32900 298025 159990668 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN BENEFIT OBLIGATION $ -32900 X false false false STEVEN R ELLIOTT JR 228748 13197 4401 6730 49662 302738 SAM MATTHEWS 140096 4000 1603 3416 22272 171387 KEVIN COUGHLAN 254748 14697 12000 7202 44300 332947 EDWARD L BYRNE SR DANBURY CONSULTANTS CORP FAM MEMBER OWNER 5000 INDEPENDENT CONTRACTOR false STEVEN R ELLIOTT SR family member 55000 INDEPENDENT CONTRACTOR false JOSEPH PECORA family member 65217 EMPLOYMENT false edward L BYRNE JR family member 137836 employment false 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 ELECTRONIC 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 true false false false false false