2026-09-11T10:18:43-05:00 2025-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2025-01-01 116302784 WELFARE FUND OF HEAT AND FROST INSULATORS LOCAL 12 WELF 7187848883 35-53 24TH STREET LONG ISLAND CITY NY 11106 JOHN JOVIC UNION TRUSTEE 2039493269 2026-09-11 1 VINCENT F PANETTIERI P00366812 6312734778 2025 JOHN JOVIC 35-53 24TH STREET LONG ISLAND CITY NY 11106 34018796 0 X N/A X 1950 NY PLAN'S PURPOSE IS TO PROVIDE MEDICAL, VACATION, HRA AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 10 10 1 0 0 0 0 0 15455552 15328740 4486635 1313966 73350 73350 20015537 16716056 0 0 16499761 17377180 132299 141465 0 0 0 536709 543933 17168769 18062578 2846768 -1346522 31465894 29870824 5876102 4654181 25589792 25216643 PLAN'S PURPOSE IS TO PROVIDE MEDICAL, VACATION, HRA AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PLAN'S PURPOSE IS TO PROVIDE MEDICAL, VACATION, HRA AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MAGALI AVILA 7187848883 35-53 24TH STREET LONG ISLAND CITY NY 11106 X JOHN JOVIC UNION TRUSTEE 1.00 3.00 X 0 0 0 CHRISTOPHER COOK UNION TRUSTEE 1.00 3.00 X 0 0 0 MARK BAYALA UNION TRUSTEE 1.00 3.00 X 0 0 0 NICK GRGAS UNION TRUSTEE - THRU 5/25 1.00 3.00 X 0 0 0 STEPHEN MCCANN UNION TRUSTEE 1.00 3.00 X 0 0 0 OCTAVIO SOARES UNION TRUSTEE 1.00 3.00 X 0 0 0 DONALD DONNELLY EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 AL DURANTI EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 CHRISTOPHER GRANDO EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 TIMOTHY HARTNETT EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 BRIAN AULL EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 DANIEL MAKOWSKI ALT UNION TRUSTEE - EFF 5/25 1.00 3.00 X 0 0 0 MATTHEW COYNE ALT EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 0 0 0 0 0 0 0 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BOULEVARD HAUPPAUGE NY 11788 ACCOUNTING & AUDIT 118363 ZENITH AMERICAN SOLUTIONS TWO HARBOUR PL 302 KNIGHTS RUN AVE TAMPA FL 33602 THIRD PARTY ADMINISTRATOR 115714 2 EMPLOYERS' CONTRIB. 238220 11175429 11175429 PARTICIPANTS' CONTRIB. 238220 4153311 4153311 15328740 542252 542252 18074454 17302740 771714 771714 771714 OTHER INCOME 235220 73350 73350 73350 16716056 15402090 0 1313966 17377180 81014 52303 8148 99463 161848 235301 72678 78451 37165 14160 64003 3120 10197 145547 REIMB TO RELATED ORG -378000 18062578 5303310 5042131 1770313 1555708 2898340 2173972 112204 102007 20394 10197 11134782 11602985 9922049 9072074 416706 413757 31465894 29870824 140177 169375 1247815 1182238 4488110 3302568 5876102 4654181 X 0 0 0 0 25589792 25216643 25589792 25216643 31465894 29870824 -1346522 973373 0 X 0 1 X 1 0 0 1 X 112204 102007 10197 10197 COMMON COLLECTIVE TRUST FUNDS 6445967 F PARTNERSHIPS/JOINT VENTURES 1606460 F UNALLOCATED CONTRACT 1019647 F 9072074 DUE TO RELATED ORGANIZATIONS 352007 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 2840300 OPERATING LEASE PAYABLE 110261 3302568 X 17616751 973373 973373 16643378 72678 72678 16716056 18391300 0 18391300 72678 -401400 -328722 18062578 PART IV, LINE 2B: SURETY DEPOSITS COLLECTED FROM CONTRACTORS. PART X, LINE 2: THE PLAN BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 ''INCOME TAXES". PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS CURRENTLY PAYABLE -401,400. FORM 990, PART VI, SECTION A, LINE 1A THE PLAN'S TOTAL VOTING MEMBERS INCLUDE THE ALTERNATE UNION AND ALTERNATE EMPLOYER TRUSTEES, WHO ONLY HAVE VOTING RIGHTS IN THE ABSENCE OF A UNION OR EMPLOYER TRUSTEE, RESPECTIVELY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS COMPLETED IN CONJUNCTION WITH THE THIRD-PARTY ADMINISTRATOR AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE PLAN'S CONFLICT OF INTEREST POLICY ("POLICY"), THE TRUSTEES AND MEMBERS OF THE PLAN'S ADMINISTRATIVE STAFF HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO THE FULL BOARD OF TRUSTEES. IN ADDITION TO THE AFORESAID CONTINUOUS OBLIGATION TO DISCLOSE, THE PLAN'S POLICY REQUIRES TRUSTEES AND MEMBERS OF THE PLAN'S ADMINISTRATIVE STAFF TO ANNUALLY SIGN A STATEMENT AFFIRMING THAT SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST, TO THE EXTENT REQUIRED BY LAW. PENSION FUND OF HEAT & FROST INSULATORS LOCAL 12 35-53 24TH STREET LONG ISLAND CITY NY 11106 516045262 RETIREMENT BENEFITS NY 501(A) N/A N/A 0 ANNUITY FUND OF HEAT & FROST INSULATORS LOCAL 12 35-53 24TH STREET LONG ISLAND CITY NY 11106 136101711 RETIREMENT BENEFITS NY 501(A) N/A N/A 0 INTERNATIONAL ASSOCIATION OF HEAT & FROST INSULATORS & ALLIED WORKERS LCL 1 35-53 24TH STREET LONG ISLAND CITY NY 11106 135574122 LABOR UNION NY 501(C)(5) N/A N/A 0 APPRENTICE JOURNEYWORKER EDUCATION FUND OF HEAT & FROST INSULATORS LOCAL 12 33-53 24TH STREET LONG ISLAND CITY NY 11106 113084552 APPRENTICE TRAINING BENEFITS NY 501(C)(3) LINE 2 N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (A) NAME AIRTONE CORPORATION AINSWORTH INC. ALPINE ENTERPRISES NY LTD AMR SERVICES INC. ASHNU INTERNATIONAL, INC. AWL INDUSTRIES, INC. CARDOZA PLUMBING CORP. CENTRAL MECHANICAL SYSTEMS INC DMN INSULATION INC. EASTERN PLUMBING & MECHANICAL CONTR.,INC ECO THERMAL CONTRACTING, INC. ECOLINE INS. INC. EFTIS GROUP INC. ENERGY PLUS NY EVELICH II INSULATION G.M INSULATION CORP. GATEWAY INSULATION HAILEY INSULATION CORP IAR INDUSTRIAL PIPE INSULATION JGE CONTRACTING JOHN'S INSULATION KORDUN CONSTRUCTION CORP. LIBERTY UNIVERSAL CONTRACTING LJR INS.& GEN'L. CONT.,INC. MATE MATURA AND SONS INC. MATURA INSULATION MBC INSULATION INC. NJ MEDINA INSULATION CORP. MINOSIS GROUP INC. PEQUA INSULATION MECH.INC. PJ MECHANICAL PREMIER INSULATION SERVICES IN R LACH CONTRACTING INC RFJ RWB CONTRACTING SOA SERVICE CORP. STATE UNIVERSITY TAMEER, INC TEDCO GROUP INC. THERMO TECH MECHANICAL, INC. TRISTAN CONTRACTING CORP TJN CORP. TWIN FORKS INSULATION INC. UNIVERSAL HVAC NY WHM PLUMBING & HEATING CONTRACTORS INC. X-CELL INSULATION CORPORATION YOU & US MECHANICAL SERVICES ACS SYSTEM ASSOCIATES, INC ARC ELECTRICAL & MECHANICAL CONTRACTORS BROCK INDUSTRIAL SERVICES CONSTRUCTION RESOURCES CORP OF NEW YORK DAY & NITE EAGLE ROCK INSULATION EXPERT INSULATION CORP HEPCO HEATING & PLUMBING JT THORPE KLAIRGAR INC. 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. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF IAH&F INSUL & ALLIED WKRS LOCAL 12 (THE UNION"). ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION. THE INFORMATION DISCLOSED ON THE SCHEDULE R SUPPLEMENTAL INFORMATION FOR RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP (A) NAME ATLANTIC CONTRACTING&SPECIALTIES,LLC BRAND ENERGY SERVICES LLC HORIZON CONTRACTING LLC MECHANICAL ADVANTAGE CONSTRUCTION, LLC NMEL, LLC TORO CONSTRUCTION SERVICES, LLC XTREME MECH. INSULATION LLC HAUGLAND ENERGY GROUP LLC NY ONE HVAC LLC