UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED PLANT & PRODUCTION WORKERS LOCAL 175 WELFARE FUND (EIN 13-4321969)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-05
- IRS object ID
- 202631259349301913
- Schema version
- 2024v5.0
- 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) |
|---|---|---|
| Return | 2026-05-05T11:52:28-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN SCHIRRIPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RIDGEVIEW LANE | AddressLine1Txt |
| City | GREENLAWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134321969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PLANT & PRODUCTION | BusinessNameLine1Txt |
| Business Name Line2 | WORKERS L175 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COSTANTINO SEMINATORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5164873110 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANN SCHIRRIPA CPA | PreparerPersonNm |
| PTIN | P01540425 | PTIN |
| Preparation | 2026-04-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COSTANTINO SEMINATORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,028,958 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDANTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,101,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,834,343 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,326,314 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,585,111 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,427,647 | PYTotalRevenueAmt |
| CY Total Revenue | $19,419,454 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $10,054,999 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,669,283 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $808,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $484,817 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $703,976 | PYOtherExpensesAmt |
| CY Other Expenses | $634,798 | CYOtherExpensesAmt |
| PY Total Expenses | $11,567,590 | PYTotalExpensesAmt |
| CY Total Expenses | $12,788,898 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,860,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,630,556 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,620,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,329,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $365,851 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $457,625 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,254,651 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,871,661 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDANTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND WELFARE BENEFITS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,788,898 | ExpenseAmt |
| Desc | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,788,898 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $12,788,898 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PLANT & PRODUCTION WORKERS | BusinessNameLine1Txt |
| Business Name Line2 | LOCAL 175 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5164873110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MINEOLA AVENUE | AddressLine1Txt |
| City | ROSLYN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11577 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ANTHONY FRANCO | ||||||||
| FUNDS ADMIN | 25.00 | 15.00 | Yes (X) | $385,068 | $0 | $22,880 | ||
| CHARLES PRIOLO | ||||||||
| TRUSTEE | 0.00 | 40.00 | $0 | $139,348 | $98,654 | Yes (X) | ||
| COSTANTINO SEMINATORE | ||||||||
| TRUSTEE | 0.00 | 40.00 | $0 | $123,838 | $98,654 | Yes (X) | ||
| JAMES KILKENNY | ||||||||
| EMPLOYER TRU | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH MARANDO | ||||||||
| EMPLOYER TRU | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH SANTO | ||||||||
| EMPLOYER TRU | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $385,068 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $263,186 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,188 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $15,834,343 | MembershipDuesAmt |
| Total Contributions | $15,834,343 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,269,273 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$133,057 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,402,330 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,925,342 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,609,504 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,315,838 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,315,838 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,315,838 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,419,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,182,781 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,402,330 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,669,283 | TotalAmt |
| Program Services | $11,669,283 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,408 | TotalAmt |
| Program Services | $285,408 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,021 | TotalAmt |
| Program Services | $79,021 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,066 | TotalAmt |
| Program Services | $94,066 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,322 | TotalAmt |
| Program Services | $26,322 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,967 | TotalAmt |
| Program Services | $115,967 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,297 | TotalAmt |
| Program Services | $37,297 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,573 | TotalAmt |
| Program Services | $218,573 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,141 | TotalAmt |
| Program Services | $9,141 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,182 | TotalAmt |
| Program Services | $14,182 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,199 | TotalAmt |
| Program Services | $7,199 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474 | TotalAmt |
| Program Services | $474 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550 | TotalAmt |
| Program Services | $550 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,258 | TotalAmt |
| Program Services | $21,258 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CONSULTING FEES | $105,773 | $105,773 |
| ACTUARY | $92,064 | $92,064 |
| AUTO RENTAL & EXPENSE | $8,677 | $8,677 |
| TELEPHONE | $1,500 | $1,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143 | TotalAmt |
| Program Services | $2,143 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,788,898 | TotalAmt |
| Program Services | $12,788,898 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,766,949 | BOYAmt |
| EOY | $1,776,425 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,705,268 | BOYAmt |
| EOY | $2,961,975 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,747 | BOYAmt |
| EOY | $2,236,897 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,226 | BOYAmt |
| EOY | $323,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,974 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349 | BOYAmt |
| EOY | $6,700 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,841,970 | BOYAmt |
| EOY | $57,590,277 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,993 | BOYAmt |
| EOY | $1,433,188 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,620,502 | BOYAmt |
| EOY | $66,329,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,899 | BOYAmt |
| EOY | $37,460 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,952 | BOYAmt |
| EOY | $420,165 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,851 | BOYAmt |
| EOY | $457,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,254,651 | BOYAmt |
| EOY | $65,871,661 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,254,651 | BOYAmt |
| EOY | $65,871,661 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,620,502 | BOYAmt |
| EOY | $66,329,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,630,556 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,986,454 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO BROKER | $332,604 |
| OPERATING LEASE LIABILITY | $87,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $420,165 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $19,419,454 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $19,419,454 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $19,419,454 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,788,898 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $12,788,898 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $12,788,898 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| ANTHONY FRANCO | ||||||
| FUNDS ADMIN | $385,068 | $22,880 | $407,948 | |||
| CHARLES PRIOLO | ||||||
| TRUSTEE | $139,348 | $98,654 | $238,002 | |||
| COSTANTINO SEMINATORE | ||||||
| TRUSTEE | $123,838 | $98,654 | $222,492 | |||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | MULTI -EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH AND |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWD BY FUND ADMINISTRATOR. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THROUGH DIRECTORS ANNUAL DISCLOSURE STATEMENTS |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL BY BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 15B | APRROVAL BY BOARD OF TRUSTEES |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AND THROUGH PUBLIC DISCLOSURE (FORM 5500) |
| FORM 990, PART XI, LINE 9 | UNREALIZED APPRECIATION 1,986,454 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UPPW ANNUITY | |||||||||
| UNION LOCAL 175 ANNUITY FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 203143138 | BENEFIT FD | 501C | N/A | false |
| UPPW PENSION | |||||||||
| UNION LOCAL 175 PENSION FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 203143185 | BENEFIT FD | 501C | N/A | false |
| CONSTRUCTION COUNCIL 175 | |||||||||
| CONSTRUCTION COUNCIL 175 UNION | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 202930626 | BENEFIT FD | 501C | N/A | false |
| UPPW APPRENTICE | |||||||||
| UNION LOCAL 175 APPRENTICE FUND | 99 MINEOLA AVENUE | ROSYLN | NY | 11577 | 134321969 | BENEFIT FD | 501C | N/A | false |
| IJUAT BENEFIT FUND | |||||||||
| IUJATLOCAL 175 BENEFIT FUND | 99 MINEOLA AVENUE | ROSLYN | NY | 11577 | 261392994 | BENEFIT FU | 501C | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATTACHED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| UPPW PENSION | |||
| UPPW PENSION | O | $97,430 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | O | $97,430 | ALLOCATED TIME |
| UPPW ANNUITY | |||
| UPPW ANNUITY | O | $102,334 | ALLOCATED TIME |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | O | $84,597 | ALLOCATED TIME |
| UPPW PENSION | |||
| UPPW PENSION | N | $8,706 | SQUARE FOOTAGE |
| UPPW ANNUITY | |||
| UPPW ANNUITY | N | $4,353 | SQUARE FOOTAGE |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | N | $23,170 | SQUARE FOOTAGE |
| UPPW PENSION | |||
| UPPW PENSION | Q | $113,549 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | Q | $8,706 | ALLOCATED TIME |
| UPPW ANNUITY | |||
| UPPW ANNUITY | Q | $67,588 | ALLOCATED TIME |
| CONSTRUCTION COUNCIL 175 | |||
| CONSTRUCTION COUNCIL 175 | Q | $26,006 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | O | $38,854 | ALLOCATED TIME |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | N | $3,511 | SQUARE FOOTAGE |
| IUJAT LOCAL 175 BENEFIT FUND | |||
| IUJAT LOCAL 175 BENEFIT FUND | Q | $24,823 | ALLOCATED TIME |
| UPPW APPRENTICE | |||
| UPPW APPRENTICE | N | $20,526 | ALLOCATED TIME |
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