INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND
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Cite this
Plain text INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/international-union-of-operating-engineers-welfare-fund-131739714. Retrieved 2026-11-07.
APA furp.org. (n.d.). INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 7, 2026, from https://furp.org/org/international-union-of-operating-engineers-welfare-fund-131739714
MLA “INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND.” furp.org, tax years 2010–2025, https://furp.org/org/international-union-of-operating-engineers-welfare-fund-131739714. Accessed 7 Nov. 2026.
Retrieved 2026-11-07; covers tax years 2010–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).
2025 · Form 990 · revenue $26.7M · expenses $20.5M · assets $44.4M
- Also known as
- ENGINEERS LOCAL 137 WELFARE FUND
- EIN
- 13-1739714
- Address
- 1360 PLEASANTVILLE RD, BRIARCLIFF, NY 10510-1620
- Website
- HTTP://IUOELOCAL137.COM
- NTEE code
- Y20 Insurance Providers (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.80; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (association)
- Ruling date
- August 1993 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Albert Wassell | FUND MANAGER | 2023-2025 | $269,510 | $675,307 | 3 |
| Rita Kostik (former) | FUND MANAGER - THRU 06/23 | 2011-2023 | $145,575 | $2,909,732 | 3 |
| Raymond Burgess Jr (former) | FUND MGR-12/10 | 2010 | $199,118 | $199,118 | 3 |
Officers and directors, no compensation reported
18 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jeffrey Loughlin | UNION TRUSTEE | 2018-2025 | 1 | $0 reported | 9 |
| James Sasso | UNION TRUSTEE | 2019-2025 | 1 | $0 reported | 5 |
| Michael Miller | UNION TRUSTEE | 2020-2025 | 1 | $0 reported | 5 |
| Mark Fante | EMPLOYER TRUSTEE | 2015-2025 | 1 | $0 reported | 12 |
| Richard Lombardi | EMPLOYER TRUSTEE | 2012-2025 | 1 | $0 reported | 4 |
| John Cooney | EMPLOYER TRUSTEE | 2020-2025 | 1 | $0 reported | 3 |
| Anthony Braccio Jr (former) | UNION TRUSTEE THRU 5/31/2020 | 2013-2020 | 1 | $0 reported | 3 |
| Ross J Pepe (former) | EMP TRUSTEE | 2010-2019 | 1 | $0 reported | 28 |
| John P Mcgill (former) | UNION TRUSTEE | 2013-2018 | 1 | $0 reported | 4 |
| Jeff Loughlin (former) | UNION TRUSTEE | 2010-2017 | 1 | $0 reported | 2 |
| Mark Fante -Eff 0614 (former) | EMP TRUSTEE | 2014 | 1 | $0 reported | 1 |
| Edward Kelly -Thru 0614 (former) | EMP TRUSTEE | 2014 | 1 | $0 reported | 1 |
| Albert J Girardi Jr (former) | UN TRUST-8/13 | 2010-2013 | 1 | $0 reported | 3 |
| Nicholas Signorelli (former) | UN TRUST-8/13 | 2012-2013 | 1 | $0 reported | 5 |
| Edward Kelly (former) | EMP TRUSTEE | 2010-2013 | 1 | $0 reported | 2 |
| Peter Paterno (former) | EMP TR THR 1/12 | 2010-2012 | 1 | $0 reported | 2 |
| Nicholas Signorelli Jr (former) | UNion TRUSTEE | 2010-2011 | 1 | $0 reported | 3 |
| Nicholas Signorelli Sr (former) | UNion TR-8/10 | 2010 | 1 | $0 reported | 1 |
People by year
2025 · 7 people listed · 1 paid, $270K · 5 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALBERT WASSELL | FUND MANAGER | 10 | $158,766 | $0 | $110,744 | $269,510 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN COONEY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD LOMBARDI | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2024 · 7 people listed · 1 paid, $257K · 5 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALBERT WASSELL | FUND MANAGER | 10 | $154,254 | $0 | $103,068 | $257,322 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN COONEY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD LOMBARDI | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2023 · 8 people listed · 2 paid, $294K · 6 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALBERT WASSELL | FUND MANAGER - EFF 07/23 | 10 | $89,429 | $0 | $59,046 | $148,475 | 3 |
| RITA KOSTIK | FUND MANAGER - THRU 06/23 | 10 | $111,105 | $0 | $34,470 | $145,575 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD LOMBARDI | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
| JOHN COONEY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2022 · 7 people listed · 1 paid, $228K · 6 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 8 | $165,017 | $0 | $62,561 | $227,578 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD LOMBARDI | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
| JOHN COONEY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2021 · 7 people listed · 1 paid, $266K · 7 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $158,815 | $0 | $107,233 | $266,048 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD LOMBARDI | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
| JOHN COONEY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2020 · 8 people listed · 1 paid, $272K · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $160,646 | $0 | $110,992 | $271,638 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MICHAEL MILLER | UNION TRUSTEE EFF 6/01/2020 | 1 | $0 | $0 | $0 | $0 | 5 |
| ANTHONY BRACCIO JR | UNION TRUSTEE THRU 5/31/2020 | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD LOMBARDI | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
| JOHN COONEY | EMPLOYER TRUSTEE EFF 1/01/20 | 1 | $0 | $0 | $0 | $0 | 3 |
2019 · 7 people listed · 1 paid, $254K · 8 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $153,770 | $0 | $100,191 | $253,961 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| ANTHONY BRACCIO JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JAMES SASSO | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2018 · 7 people listed · 1 paid, $245K · 9 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $150,020 | $0 | $94,866 | $244,886 | 3 |
| JEFFREY LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| ANTHONY BRACCIO JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN MCGILL | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2017 · 7 people listed · 1 paid, $237K · 10 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $144,020 | $0 | $92,780 | $236,800 | 3 |
| JEFF LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANTHONY BRACCIO JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN MCGILL | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2016 · 7 people listed · 1 paid, $243K · 9 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $142,520 | $0 | $100,385 | $242,905 | 3 |
| JEFF LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANTHONY BRACCIO JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN MCGILL | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2015 · 7 people listed · 1 paid, $235K · 9 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $135,587 | $0 | $99,783 | $235,370 | 3 |
| JEFF LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANTHONY BRACCIO JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN MCGILL | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 12 |
2014 · 8 people listed · 1 paid, $221K · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $131,650 | $0 | $89,845 | $221,495 | 3 |
| JEFF LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANTHONY BRACCIO JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN MCGILL | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| MARK FANTE -EFF 0614 | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KELLY -THRU 0614 | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 9 people listed · 1 paid, $217K · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $127,104 | $0 | $89,965 | $217,069 | 3 |
| JEFF LOUGHLIN | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANTHONY BRACCIO JR | UN TR EFF 9/13 | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN MCGILL | UN TR EFF 9/13 | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| EDWARD KELLY | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ALBERT J GIRARDI JR | UN TRUST-8/13 | 1 | $0 | $0 | $0 | $0 | 3 |
| NICHOLAS SIGNORELLI | UN TRUST-8/13 | 1 | $0 | $0 | $0 | $0 | 5 |
2012 · 8 people listed · 1 paid, $191K · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | FUND MANAGER | 40 | $115,000 | $0 | $75,588 | $190,588 | 3 |
| PETER PATERNO | EMP TR THR 1/12 | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD LOMBARDI | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| EDWARD KELLY | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| JEFF LOUGHLIN | UNion TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ALBERT J GIRARDI JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| NICHOLAS SIGNORELLI | UNion TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2011 · 7 people listed · 1 paid, $156K · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RITA KOSTIK | OFFICE MANAGER | 40 | $95,865 | $0 | $59,954 | $155,819 | 3 |
| EDWARD KELLY | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER PATERNO | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| JEFF LOUGHLIN | UNion TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ALBERT J GIRARDI JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| NICHOLAS SIGNORELLI JR | UNion TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2010 · 8 people listed · 1 paid, $199K · 8 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RAYMOND BURGESS JR | FUND MGR-12/10 | 40 | $152,482 | $0 | $46,636 | $199,118 | 3 |
| ROSS PEPE | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 28 |
| PETER PATERNO | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NICHOLAS SIGNORELLI SR | UNion TR-8/10 | 1 | $0 | $0 | $0 | $0 | 1 |
| NICHOLAS SIGNORELLI JR | UNion TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF LOUGHLIN | UNion TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| EDWARD KELLY | EMP TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ALBERT J GIRARDI JR | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2025 · 3 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $592,902 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $308,647 |
| AETNA LIFE INSURANCE COMPANY | HARTFORD, CT | HEALTH CLAIM PROCESS | $166,980 |
2024 · 2 contractors · $869K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $599,466 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $269,753 |
2023 · 2 contractors · $850K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $611,554 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $238,068 |
2022 · 2 contractors · $825K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $582,823 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $242,405 |
2021 · 2 contractors · $791K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $555,295 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $235,575 |
2020 · 2 contractors · $806K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $593,440 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $212,710 |
2019 · 2 contractors · $795K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $563,349 |
| SCHULTHEIS & PANETTIERI LLP | HAUPPAUGE, NY | ACCOUNTANT | $232,000 |
2018 · 2 contractors · $808K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $581,857 |
| schultheis & panettieri llp | hauppauge, NY | accountant | $226,045 |
2017 · 2 contractors · $829K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $576,534 |
| schultheis & panettieri llp | hauppauge, NY | accountant | $252,671 |
2016 · 3 contractors · $837K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $542,464 |
| schultheis & panettieri llp | hauppauge, NY | accountant | $185,228 |
| MULTI PLAN INC | NEW YORK, NY | HEALTHCARE COST MGMT | $108,846 |
2015 · 2 contractors · $803K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $595,355 |
| schultheis & panettieri llp | hauppauge, NY | accountant | $207,341 |
2014 · 2 contractors · $693K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | HOPATCONG, NJ | ACTUARY/MED TPA | $523,321 |
| schultheis & panettieri llp | hauppauge, NY | accountant | $169,937 |
2013 · 2 contractors · $666K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | ACTUARY/MED TPA | $539,489 | |
| schultheis & panettieri llp | accountant | $126,977 |
2012 · 2 contractors · $653K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | JERSEY CITY, NJ | ACTUARY/MED TPA | $516,383 |
| schultheis & panettieri llp | hauppauge, NY | accountant | $136,200 |
2011 · 2 contractors · $629K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | JERSEY CITY, NJ | ACTUARY/MED TPA | $523,540 |
| PINNACLE & ASSOCIATES | TARRYTOWN, NY | INVESTMENT MANAGER | $105,236 |
2010 · 2 contractors · $660K
| Name | Location | Service | Paid |
|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | JERSEY CITY, NJ | ACTUARY/MED TPA | $553,468 |
| PINNACLE & ASSOCIATES | TARRYTOWN, NY | INVESTMENT MANAGER | $106,263 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $26,731,157 | $20,493,710 | $44,363,533 | $38,517,948 | $0 | $24,813,589 | $269,510 | 5 | 0 |
| 2024 · Form 990 | ||||||||
| $25,665,882 | $24,864,553 | $37,227,899 | $31,371,034 | $0 | $23,629,489 | $257,322 | 5 | 0 |
| 2023 · Form 990 | ||||||||
| $24,995,441 | $25,396,226 | $36,079,279 | $28,992,305 | $0 | $24,508,847 | $294,050 | 6 | 0 |
| 2022 · Form 990 | ||||||||
| $20,886,571 | $23,589,090 | $32,122,929 | $27,434,471 | $149,000 | $22,282,751 | $227,578 | 6 | 0 |
| 2021 · Form 990 | ||||||||
| $30,218,215 | $23,763,934 | $37,791,600 | $31,656,525 | $0 | $22,105,358 | $266,048 | 7 | 0 |
| 2020 · Form 990 | ||||||||
| $20,362,145 | $21,988,289 | $34,271,781 | $29,108,548 | $0 | $19,299,954 | $271,638 | 8 | 0 |
| 2019 · Form 990 | ||||||||
| $24,992,431 | $23,169,763 | $34,663,000 | $29,437,447 | $0 | $24,037,304 | $253,961 | 8 | 0 |
| 2018 · Form 990 | ||||||||
| $26,372,379 | $25,328,018 | $30,869,053 | $25,091,003 | $0 | $24,493,591 | $244,886 | 9 | - |
| 2017 · Form 990 | ||||||||
| $21,557,940 | $23,883,174 | $32,798,756 | $26,467,196 | $0 | $20,383,703 | $236,800 | 10 | - |
| 2016 · Form 990 | ||||||||
| $20,723,396 | $17,823,429 | $32,226,248 | $28,029,005 | $0 | $20,008,108 | $242,905 | 9 | - |
| 2015 · Form 990 | ||||||||
| $18,942,631 | $19,764,510 | $28,704,931 | $24,427,682 | $0 | $17,263,451 | $235,370 | 9 | - |
| 2014 · Form 990 | ||||||||
| $15,533,796 | $16,347,785 | $30,745,531 | $27,044,456 | $0 | $13,576,056 | $221,495 | 8 | - |
| 2013 · Form 990 | ||||||||
| $13,447,127 | $18,540,434 | $31,987,382 | $28,177,098 | $0 | $12,027,202 | $217,069 | 8 | - |
| 2012 · Form 990 | ||||||||
| $11,348,533 | $15,934,836 | $35,313,851 | $31,628,695 | $0 | $10,236,820 | $190,588 | 8 | - |
| 2011 · Form 990 | ||||||||
| $12,861,964 | $15,299,276 | $37,733,479 | $34,708,850 | $0 | $11,457,845 | $155,819 | 8 | - |
| 2010 · Form 990 | ||||||||
| $13,444,208 | $13,734,437 | $40,971,057 | $38,042,185 | $0 | $12,407,107 | $199,118 | 8 | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- INTERNATIONAL UNION OF OPRTNG ENGNR LOC137 137A B&C APPR & SKL IMP FND Briarcliff, NY · 7 people in common (Albert Wassell, James Sasso, Jeffrey Loughlin) · related organization (Schedule R)
- OPERATING ENGINEERS LOCAL 137 LABOR MANAGEMENT COOPERATIVE T Briarcliff, NY · 7 people in common (Albert Wassell, James Sasso, Jeffrey Loughlin) · related organization (Schedule R)
- INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 Briarcliff, NY · 3 people in common (James Sasso, Jeffrey Loughlin, Michael Miller) · related organization (Schedule R)
- LOCAL 137 NICHOLAS SIGNORELLI SR SCHOLARSHIP FUND INC Briarcliff, NY · 3 people in common (James Sasso, Jeffrey Loughlin, Michael Miller)
- CONSTRUCTION INDUSTRY COUNCIL OF WESTCHESTER AND HUDSON VALLEY INC Tarrytown, NY · 2 people in common (Mark Fante, Richard Lombardi)
- LABORERS LOCAL 235 WELFARE FUND Elmsford, NY · 1 person in common (Mark Fante)
- BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 5 NEW YORK WELFARE FUND Rego Park, NY · 1 person in common (Mark Fante)
- CONSTRUCTION ADVANCEMENT INSTITUTE OF WESTCHESTER & MID-HUDSON Tarrytown, NY · 1 person in common (Mark Fante)
- WESTCHESTER-PUTNAM BUILDING LABORERS CENTER INC Elmsford, NY · 1 person in common (Mark Fante)
- NORTHEASTERN STATES CONF OF THE INTL UNION OF OPERATING ENGNRS Springfield, NJ · 1 person in common (Jeffrey Loughlin)
- LABORERS LOCAL 235 EDUCATION & TRAI NING FUND Elmsford, NY · 1 person in common (Mark Fante)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS Briarcliff, NY · 1 person in common (Jeffrey Loughlin)
- BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 5 NEW YORK Rego Park, NY · 1 person in common (Mark Fante)
- BUILDING TRADES EMPLOYERS ASSOC OF WESTCHESTER & PUTNAM CNTIES NY INC Tarrytown, NY · 1 person in common (Mark Fante)
- NEW YORK STATE CONFERENCE OF THE INTERNATIONAL UNION OF OPERATING E Long Is City, NY · 1 person in common (Jeffrey Loughlin)
- BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 5 NY LABOR MGMT COALITION Rego Park, NY · 1 person in common (Mark Fante)
- WESTCHESTER BUILDING TRADES LABOR MANAGEMENT ALLIANCE Briarcliff, NY · 1 person in common (Jeffrey Loughlin)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B WLFRE FUND | NY | Not reported | $33,377,237 | $36,616,650 | UNION TRUSTEE | $375,008 | Similar name, revenue within 2x, same state, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 15 15A 15B 15C 15D | NY | Not reported | $29,265,221 | $15,838,235 | PRESIDENT/BUS MG | $777,279 | Similar name, revenue within 2x, same state |
| HEALTH & WELFARE FUND OF INTERN TIONAL UNION OF OPERATING ENGI | MA | Not reported | $23,529,887 | $22,112,280 | TRUSTEE | $0 | Similar name, revenue within 2x, similar mission |
| AGC-INTERNATIONAL UNION OF OPERATING ENGINEERS | WA | Not reported | $32,945,189 | $36,920,022 | CHAIRMAN | $0 | Similar name, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 98 | MA | Not reported | $17,375,828 | $15,856,200 | FUND ADMINISTRATOR | $225,846 | Similar name, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS-132 HEALTH & WELFARE FUN | WV | Not reported | $35,807,770 | $41,274,714 | Trustee | $225,103 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OPERATING ENGINEERS | RI | Not reported | $19,011,429 | $18,332,452 | Trustee | $256,482 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNIONS 181 320 AND | KY | Not reported | $50,511,199 | $51,759,523 | ALTERNATE TR | $0 | Similar name, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | PA | Not reported | $14,236,946 | $14,491,104 | BUSINESS MANAGER | $231,561 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | CA | Not reported | $24,076,231 | $21,521,145 | BUS. MANAGER-SEC. - EFF. 6/24 | $365,418 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | MN | Not reported | $23,788,040 | $20,724,434 | PRESIDENT - BUSINESS AGENT | $234,476 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS 139 | WI | Not reported | $20,917,977 | $16,532,265 | President/Busines Mgr | $310,956 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS NATIONAL TRAINING FUND | DC | J22 | $38,670,216 | $25,023,056 | EXECUTIVE DIRECTOR | $297,697 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS 18 | OH | Not reported | $35,939,924 | $21,121,827 | BUSINESS MANAGER | $290,792 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS 825 825 A&B | NJ | Not reported | $19,148,538 | $17,958,662 | BUSINESS MAN | $396,501 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 12 | CA | Not reported | $48,985,687 | $40,691,869 | BUSINESS MANAGER | $369,309 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | PA | Not reported | $13,582,596 | $12,738,495 | BUSINESS MANAGER | $229,838 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING | MI | Not reported | $24,524,576 | $17,937,755 | BUSINESS MANAGER | $292,657 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 302 | WA | Not reported | $29,456,518 | $17,321,991 | BUSINESS MANAGER | $311,931 | Similar name, revenue within 2x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND LOCAL 295 | NY | Not reported | $10,364,829 | $9,738,408 | FUND ADMINISTRATOR | $463,353 | Similar name, revenue within 5x, same state, similar mission |
| LOCAL 138 138A & 138B WELFARE INTER NATIONAL UNION OF OPERATING | NY | Not reported | $56,793,389 | $55,637,064 | TRUSTEE | $447,085 | Similar name, revenue within 5x, same state, similar mission |
| INTERNATIONAL UNION OPERATING ENGINEERS 30 | NY | Not reported | $10,643,863 | $9,610,254 | BUSINESS MANAGER/FIN. SECR | $561,012 | Similar name, revenue within 5x, same state |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 94 | NY | Not reported | $8,884,721 | $7,888,129 | BUS MGR/FIN SEC | $537,303 | Similar name, revenue within 5x, same state |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B | NY | Not reported | $7,134,667 | $7,020,418 | BUSINESS MGR/FINANCIAL SECY | $551,710 | Similar name, revenue within 5x, same state |
| INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B | NY | Not reported | $6,148,212 | $5,018,532 | BUSINESS MANAGER/TREASURER | $447,085 | Similar name, revenue within 5x, same state |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $20,493,710 spent · pay $1,087,989 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $20,140,626 | - | - | - | 98.3% | |
| Other salaries and wages | $324,906 | - | - | - | 1.6% | |
| Pension plan contributions | $305,599 | - | - | - | 1.5% | |
| Pay: officers, directors, trustees, key employees | $269,510 | - | - | - | 1.3% | |
| Fees: accounting | $191,662 | - | - | - | 0.9% | |
| Other employee benefits | $150,591 | - | - | - | 0.7% | |
| Fees: investment management | $101,003 | - | - | - | 0.5% | |
| Occupancy | $53,460 | - | - | - | 0.3% | |
| Information technology | $45,228 | - | - | - | 0.2% | |
| Fees: legal | $41,487 | - | - | - | 0.2% | |
| Office expenses | $40,756 | - | - | - | 0.2% | |
| Payroll taxes | $37,383 | - | - | - | 0.2% | |
| Fees: other services | $35,024 | - | - | - | 0.2% | |
| Insurance | $13,527 | - | - | - | 0.1% | |
| Other (as described) | PENS REL CHANGES OTHER | -$536,732 | - | - | - | -2.6% |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$720,320 | - | - | - | -3.5% |
| Total | $20,493,710 | 100% |
2024 · Form 990 · $24,864,553 spent · pay $1,063,959 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,973,300 | - | - | - | 100.4% | |
| Other salaries and wages | $317,449 | - | - | - | 1.3% | |
| Pension plan contributions | $307,347 | - | - | - | 1.2% | |
| Pay: officers, directors, trustees, key employees | $257,322 | - | - | - | 1.0% | |
| Fees: accounting | $167,071 | - | - | - | 0.7% | |
| Other employee benefits | $143,543 | - | - | - | 0.6% | |
| Fees: investment management | $125,236 | - | - | - | 0.5% | |
| Occupancy | $61,961 | - | - | - | 0.2% | |
| Information technology | $61,948 | - | - | - | 0.2% | |
| Fees: other services | $59,936 | - | - | - | 0.2% | |
| Fees: legal | $40,474 | - | - | - | 0.2% | |
| Payroll taxes | $38,298 | - | - | - | 0.2% | |
| Office expenses | $37,889 | - | - | - | 0.2% | |
| Insurance | $14,582 | - | - | - | 0.1% | |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$713,487 | - | - | - | -2.9% |
| Other (as described) | PENS REL CHANGES OTHER | -$1,028,316 | - | - | - | -4.1% |
| Total | $24,864,553 | 100% |
2023 · Form 990 · $25,396,226 spent · pay $1,123,231 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $24,663,174 | - | - | - | 97.1% | |
| Pension plan contributions | $326,473 | - | - | - | 1.3% | |
| Other salaries and wages | $322,720 | - | - | - | 1.3% | |
| Pay: officers, directors, trustees, key employees | $294,050 | - | - | - | 1.2% | |
| Fees: accounting | $153,792 | - | - | - | 0.6% | |
| Other employee benefits | $140,056 | - | - | - | 0.6% | |
| Fees: investment management | $112,849 | - | - | - | 0.4% | |
| Occupancy | $59,010 | - | - | - | 0.2% | |
| Fees: legal | $43,929 | - | - | - | 0.2% | |
| Fees: other services | $42,724 | - | - | - | 0.2% | |
| Payroll taxes | $39,932 | - | - | - | 0.2% | |
| Office expenses | $37,577 | - | - | - | 0.1% | |
| Information technology | $35,544 | - | - | - | 0.1% | |
| Insurance | $10,337 | - | - | - | 0.0% | |
| Other (as described) | PENS REL CHANGES OTHER | -$124,956 | - | - | - | -0.5% |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$760,985 | - | - | - | -3.0% |
| Total | $25,396,226 | 100% |
2022 · Form 990 · $23,589,090 spent · pay $1,001,401 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,933,414 | - | - | - | 93.0% | |
| Other (as described) | PENS REL CHANGES OTHER | $859,079 | - | - | - | 3.6% |
| Other salaries and wages | $303,163 | - | - | - | 1.3% | |
| Pension plan contributions | $295,466 | - | - | - | 1.3% | |
| Pay: officers, directors, trustees, key employees | $227,578 | - | - | - | 1.0% | |
| Fees: accounting | $157,166 | - | - | - | 0.7% | |
| Other employee benefits | $138,961 | - | - | - | 0.6% | |
| Fees: investment management | $116,872 | - | - | - | 0.5% | |
| Occupancy | $56,200 | - | - | - | 0.2% | |
| Payroll taxes | $36,233 | - | - | - | 0.2% | |
| Fees: legal | $33,953 | - | - | - | 0.1% | |
| Office expenses | $32,062 | - | - | - | 0.1% | |
| Fees: other services | $31,652 | - | - | - | 0.1% | |
| Information technology | $26,327 | - | - | - | 0.1% | |
| Insurance | $10,489 | - | - | - | 0.0% | |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$669,525 | - | - | - | -2.8% |
| Total | $23,589,090 | 100% |
2021 · Form 990 · $23,763,934 spent · pay $1,036,382 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,910,724 | - | - | - | 96.4% | |
| Other salaries and wages | $329,589 | - | - | - | 1.4% | |
| Pay: officers, directors, trustees, key employees | $266,048 | - | - | - | 1.1% | |
| Pension plan contributions | $245,211 | - | - | - | 1.0% | |
| Other employee benefits | $157,683 | - | - | - | 0.7% | |
| Fees: accounting | $142,710 | - | - | - | 0.6% | |
| Fees: investment management | $123,148 | - | - | - | 0.5% | |
| Office expenses | $58,515 | - | - | - | 0.2% | |
| Occupancy | $52,564 | - | - | - | 0.2% | |
| Payroll taxes | $37,851 | - | - | - | 0.2% | |
| Fees: legal | $37,137 | - | - | - | 0.2% | |
| Fees: other services | $31,652 | - | - | - | 0.1% | |
| Information technology | $31,560 | - | - | - | 0.1% | |
| Insurance | $11,973 | - | - | - | 0.1% | |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$672,431 | - | - | - | -2.8% |
| Total | $23,763,934 | 100% |
2020 · Form 990 · $21,988,289 spent · pay $1,080,517 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $21,105,969 | - | - | - | 96.0% | |
| Other salaries and wages | $386,169 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $271,638 | - | - | - | 1.2% | |
| Pension plan contributions | $200,030 | - | - | - | 0.9% | |
| Other employee benefits | $180,536 | - | - | - | 0.8% | |
| Fees: accounting | $141,680 | - | - | - | 0.6% | |
| Fees: investment management | $112,604 | - | - | - | 0.5% | |
| Occupancy | $58,097 | - | - | - | 0.3% | |
| Payroll taxes | $42,144 | - | - | - | 0.2% | |
| Information technology | $37,449 | - | - | - | 0.2% | |
| Fees: legal | $36,634 | - | - | - | 0.2% | |
| Office expenses | $36,100 | - | - | - | 0.2% | |
| Fees: other services | $31,652 | - | - | - | 0.1% | |
| Insurance | $11,868 | - | - | - | 0.1% | |
| Other (as described) | ADJ TO THE STAFF PE FD | -$4,924 | - | - | - | -0.0% |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$659,357 | - | - | - | -3.0% |
| Total | $21,988,289 | 100% |
2019 · Form 990 · $23,169,763 spent · pay $933,114 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,651,167 | - | - | - | 97.8% | |
| Other salaries and wages | $369,649 | - | - | - | 1.6% | |
| Pay: officers, directors, trustees, key employees | $253,961 | - | - | - | 1.1% | |
| Other employee benefits | $164,648 | - | - | - | 0.7% | |
| Fees: accounting | $145,350 | - | - | - | 0.6% | |
| Fees: investment management | $112,777 | - | - | - | 0.5% | |
| Pension plan contributions | $105,238 | - | - | - | 0.5% | |
| Occupancy | $55,331 | - | - | - | 0.2% | |
| Fees: legal | $47,364 | - | - | - | 0.2% | |
| Payroll taxes | $39,618 | - | - | - | 0.2% | |
| Office expenses | $37,880 | - | - | - | 0.2% | |
| Fees: other services | $31,652 | - | - | - | 0.1% | |
| Information technology | $22,207 | - | - | - | 0.1% | |
| Insurance | $11,291 | - | - | - | 0.0% | |
| Other (as described) | ADJ TO THE STAFF PE FD | -$319,703 | - | - | - | -1.4% |
| Other (as described) | REIMB PAYROLL,BEN & TAX | -$558,667 | - | - | - | -2.4% |
| Total | $23,169,763 | 100% |
2018 · Form 990 · $25,328,018 spent · pay $916,116 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $23,774,677 | - | - | - | 93.9% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | $668,892 | - | - | - | 2.6% |
| Other salaries and wages | $362,553 | - | - | - | 1.4% | |
| Pay: officers, directors, trustees, key employees | $244,886 | - | - | - | 1.0% | |
| Other employee benefits | $161,520 | - | - | - | 0.6% | |
| Fees: accounting | $140,000 | - | - | - | 0.6% | |
| Fees: investment management | $128,133 | - | - | - | 0.5% | |
| Pension plan contributions | $108,018 | - | - | - | 0.4% | |
| Occupancy | $59,535 | - | - | - | 0.2% | |
| Office expenses | $52,792 | - | - | - | 0.2% | |
| Payroll taxes | $39,139 | - | - | - | 0.2% | |
| Fees: legal | $33,613 | - | - | - | 0.1% | |
| Fees: other services | $31,652 | - | - | - | 0.1% | |
| Information technology | $24,410 | - | - | - | 0.1% | |
| Insurance | $12,681 | - | - | - | 0.1% | |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$514,483 | - | - | - | -2.0% |
| Total | $25,328,018 | 100% |
2017 · Form 990 · $23,883,174 spent · pay $928,657 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $22,443,676 | - | - | - | 94.0% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | $548,155 | - | - | - | 2.3% |
| Other salaries and wages | $378,281 | - | - | - | 1.6% | |
| Pay: officers, directors, trustees, key employees | $236,800 | - | - | - | 1.0% | |
| Other employee benefits | $164,328 | - | - | - | 0.7% | |
| Fees: accounting | $150,380 | - | - | - | 0.6% | |
| Fees: investment management | $114,100 | - | - | - | 0.5% | |
| Pension plan contributions | $107,904 | - | - | - | 0.5% | |
| Occupancy | $59,535 | - | - | - | 0.2% | |
| Office expenses | $50,935 | - | - | - | 0.2% | |
| Payroll taxes | $41,344 | - | - | - | 0.2% | |
| Information technology | $36,821 | - | - | - | 0.2% | |
| Fees: legal | $34,676 | - | - | - | 0.1% | |
| Fees: other services | $31,652 | - | - | - | 0.1% | |
| Insurance | $12,876 | - | - | - | 0.1% | |
| Depreciation and depletion | $3,060 | - | - | - | 0.0% | |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$531,349 | - | - | - | -2.2% |
| Total | $23,883,174 | 100% |
2016 · Form 990 · $17,823,429 spent · pay $885,877 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,751,539 | - | - | - | 94.0% | |
| Other salaries and wages | $353,076 | - | - | - | 2.0% | |
| Pay: officers, directors, trustees, key employees | $242,905 | - | - | - | 1.4% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | $231,512 | - | - | - | 1.3% |
| Other employee benefits | $152,191 | - | - | - | 0.9% | |
| Fees: accounting | $118,381 | - | - | - | 0.7% | |
| Fees: investment management | $102,709 | - | - | - | 0.6% | |
| Pension plan contributions | $98,349 | - | - | - | 0.6% | |
| Office expenses | $56,346 | - | - | - | 0.3% | |
| Occupancy | $54,089 | - | - | - | 0.3% | |
| Payroll taxes | $39,356 | - | - | - | 0.2% | |
| Fees: legal | $38,681 | - | - | - | 0.2% | |
| Fees: other services | $31,652 | - | - | - | 0.2% | |
| Information technology | $23,309 | - | - | - | 0.1% | |
| Insurance | $12,289 | - | - | - | 0.1% | |
| Depreciation and depletion | $3,060 | - | - | - | 0.0% | |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$486,015 | - | - | - | -2.7% |
| Total | $17,823,429 | 100% |
2015 · Form 990 · $19,764,510 spent · pay $839,502 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $18,567,463 | - | - | - | 93.9% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | $355,951 | - | - | - | 1.8% |
| Other salaries and wages | $327,976 | - | - | - | 1.7% | |
| Pay: officers, directors, trustees, key employees | $235,370 | - | - | - | 1.2% | |
| Other employee benefits | $141,770 | - | - | - | 0.7% | |
| Fees: accounting | $119,093 | - | - | - | 0.6% | |
| Fees: investment management | $100,081 | - | - | - | 0.5% | |
| Pension plan contributions | $93,213 | - | - | - | 0.5% | |
| Office expenses | $67,735 | - | - | - | 0.3% | |
| Occupancy | $59,311 | - | - | - | 0.3% | |
| Fees: legal | $52,696 | - | - | - | 0.3% | |
| Payroll taxes | $41,173 | - | - | - | 0.2% | |
| Fees: other services | $24,972 | - | - | - | 0.1% | |
| Information technology | $19,243 | - | - | - | 0.1% | |
| Insurance | $9,934 | - | - | - | 0.1% | |
| Depreciation and depletion | $3,060 | - | - | - | 0.0% | |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$454,531 | - | - | - | -2.3% |
| Total | $19,764,510 | 100% |
2014 · Form 990 · $16,347,785 spent · pay $735,103 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,503,449 | - | - | - | 94.8% | |
| Other salaries and wages | $271,181 | - | - | - | 1.7% | |
| Pay: officers, directors, trustees, key employees | $221,495 | - | - | - | 1.4% | |
| Other employee benefits | $115,378 | - | - | - | 0.7% | |
| Fees: investment management | $106,834 | - | - | - | 0.7% | |
| Fees: accounting | $103,782 | - | - | - | 0.6% | |
| Pension plan contributions | $91,707 | - | - | - | 0.6% | |
| Office expenses | $80,549 | - | - | - | 0.5% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | $63,929 | - | - | - | 0.4% |
| Fees: legal | $55,219 | - | - | - | 0.3% | |
| Occupancy | $53,076 | - | - | - | 0.3% | |
| Payroll taxes | $35,342 | - | - | - | 0.2% | |
| Fees: other services | $25,310 | - | - | - | 0.2% | |
| Information technology | $14,412 | - | - | - | 0.1% | |
| Insurance | $11,490 | - | - | - | 0.1% | |
| Depreciation and depletion | $3,625 | - | - | - | 0.0% | |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$408,993 | - | - | - | -2.5% |
| Total | $16,347,785 | 100% |
2013 · Form 990 · $18,540,434 spent · pay $770,770 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $17,451,514 | - | - | - | 94.1% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | $305,972 | - | - | - | 1.7% |
| Other salaries and wages | $282,537 | - | - | - | 1.5% | |
| Pay: officers, directors, trustees, key employees | $217,069 | - | - | - | 1.2% | |
| Other employee benefits | $142,295 | - | - | - | 0.8% | |
| Fees: investment management | $113,860 | - | - | - | 0.6% | |
| Pension plan contributions | $95,767 | - | - | - | 0.5% | |
| Fees: accounting | $87,469 | - | - | - | 0.5% | |
| Office expenses | $71,701 | - | - | - | 0.4% | |
| Occupancy | $64,975 | - | - | - | 0.4% | |
| Fees: legal | $42,554 | - | - | - | 0.2% | |
| Payroll taxes | $33,102 | - | - | - | 0.2% | |
| Information technology | $27,507 | - | - | - | 0.1% | |
| Fees: other services | $25,311 | - | - | - | 0.1% | |
| Insurance | $8,287 | - | - | - | 0.0% | |
| Depreciation and depletion | $6,452 | - | - | - | 0.0% | |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$435,938 | - | - | - | -2.4% |
| Total | $18,540,434 | 100% |
2012 · Form 990 · $15,934,836 spent · pay $1,043,283 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $15,110,175 | - | - | - | 94.8% | |
| Pension plan contributions | $403,197 | - | - | - | 2.5% | |
| Other salaries and wages | $286,164 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $190,588 | - | - | - | 1.2% | |
| Other employee benefits | $129,326 | - | - | - | 0.8% | |
| Fees: investment management | $125,582 | - | - | - | 0.8% | |
| Fees: accounting | $76,819 | - | - | - | 0.5% | |
| Office expenses | $70,904 | - | - | - | 0.4% | |
| Occupancy | $55,041 | - | - | - | 0.3% | |
| Payroll taxes | $34,008 | - | - | - | 0.2% | |
| Fees: legal | $29,364 | - | - | - | 0.2% | |
| Fees: other services | $19,472 | - | - | - | 0.1% | |
| Information technology | $16,118 | - | - | - | 0.1% | |
| Insurance | $11,459 | - | - | - | 0.1% | |
| Depreciation and depletion | $3,393 | - | - | - | 0.0% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | -$9,784 | - | - | - | -0.1% |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$616,990 | - | - | - | -3.9% |
| Total | $15,934,836 | 100% |
2011 · Form 990 · $15,299,276 spent · pay $1,024,873 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $14,629,694 | - | - | - | 95.6% | |
| Pension plan contributions | $417,544 | - | - | - | 2.7% | |
| Other salaries and wages | $281,236 | - | - | - | 1.8% | |
| Pay: officers, directors, trustees, key employees | $155,819 | - | - | - | 1.0% | |
| Other employee benefits | $138,210 | - | - | - | 0.9% | |
| Fees: investment management | $133,080 | - | - | - | 0.9% | |
| Fees: accounting | $91,442 | - | - | - | 0.6% | |
| Office expenses | $73,357 | - | - | - | 0.5% | |
| Fees: legal | $57,457 | - | - | - | 0.4% | |
| Occupancy | $55,241 | - | - | - | 0.4% | |
| Information technology | $34,006 | - | - | - | 0.2% | |
| Payroll taxes | $32,064 | - | - | - | 0.2% | |
| Fees: other services | $19,815 | - | - | - | 0.1% | |
| Insurance | $7,885 | - | - | - | 0.1% | |
| Depreciation and depletion | $1,366 | - | - | - | 0.0% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | -$255,233 | - | - | - | -1.7% |
| Other (as described) | REIMB PAYROLL,BEN & TAXES | -$573,707 | - | - | - | -3.7% |
| Total | $15,299,276 | 100% |
2010 · Form 990 · $13,734,437 spent · pay $1,195,224 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $13,082,808 | - | - | - | 95.3% | |
| Pension plan contributions | $543,675 | - | - | - | 4.0% | |
| Other salaries and wages | $293,267 | - | - | - | 2.1% | |
| Pay: officers, directors, trustees, key employees | $199,118 | - | - | - | 1.4% | |
| Other employee benefits | $142,915 | - | - | - | 1.0% | |
| Fees: investment management | $132,758 | - | - | - | 1.0% | |
| Fees: accounting | $99,590 | - | - | - | 0.7% | |
| Office expenses | $61,211 | - | - | - | 0.4% | |
| Occupancy | $55,041 | - | - | - | 0.4% | |
| Fees: legal | $37,645 | - | - | - | 0.3% | |
| Fees: other services | $19,472 | - | - | - | 0.1% | |
| Payroll taxes | $16,249 | - | - | - | 0.1% | |
| Information technology | $15,423 | - | - | - | 0.1% | |
| Insurance | $11,291 | - | - | - | 0.1% | |
| Depreciation and depletion | $8,060 | - | - | - | 0.1% | |
| Other (as described) | ADJ TO THE STAFF PENS FUND ST | -$259,154 | - | - | - | -1.9% |
| Other (as described) | REIMBURSED EXPENSES | -$724,932 | - | - | - | -5.3% |
| Total | $13,734,437 | 100% |
State business registration
- BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R NY, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | THE WELFARE PLAN OF THE IUOE LOCAL 137,137A,137B,137R IUOE, AFL-CIO | NY | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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