2024-03-25T12:31:44-05:00 2023-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-07-01 112392159 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B WELFARE FUND INTE 7189391489 159-18 NORTHERN BOULEVARD FLUSHING NY 113544238 EDWIN L CHRISTIAN UNION TRUSTEE 7189391489 2024-03-25 1 EDWIN CHRISTIAN 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EDWIN L CHRISTIAN 159-18 NORTHERN BOULEVARD FLUSHING NY 113544238 48351749 0 X WWW.LOCAL14FUNDS.ORG X 1975 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 8 0 0 0 0 0 0 25107663 26972994 1457339 1686881 16807 29388 26581809 28689263 0 0 32355982 30710074 0 0 0 0 0 891028 966273 33247010 31676347 -6665201 -2987084 41820284 37656635 4325100 3676004 37495184 33980631 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 99 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARLENE MONTERROSO 7189391489 159-18 NORTHERN BLVD FLUSHING NY 113544238 KENNETH KLEMENS UNION TRUSTEE 1.00 3.50 X 0 0 0 JOHN CRONIN UNION TRUSTEE 1.00 3.50 X 0 0 0 EDWIN L CHRISTIAN UNION TRUSTEE 1.00 3.50 X 0 0 0 CHRIS CONFREY - THRU 1022 UNION TRUSTEE 1.00 3.50 X 0 0 0 JOHN F O'HARE EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 TYREEF BEVEL EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 MIKE SALGO EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 WILLIAM TYSON EMPLYR TRUSTEE 1.00 3.50 X 0 0 0 MARLENE MONTERROSO FUND ADMIN. 12.00 28.00 X 0 252204 89509 THOMAS GORDON UNION TRUSTEE/TRAINING DIRECTOR 1.00 43.50 X 0 261208 91398 0 513412 180907 0 0 1 0 EMPIRE HEALTH 3350 PEACHTREE ROAD ATLANTA GA 30326 CLAIMS PROCESSING 624443 1 EMPLOYERS CONTRIBUTIONS 230000 26741666 26741666 PARTICIPANTS CONTRIBUTION 230000 231328 231328 26972994 722818 722818 20626549 19662486 964063 964063 964063 OTHER INCOME 237990 29388 29388 29388 28689263 27695812 0 993451 30710074 77911 199215 101344 79227 44579 55357 41904 23917 25906 REIMB P/R, TAXES & BEN 316913 31676347 1387597 967025 4401316 3957368 3176900 2095867 265488 242226 133213 113871 43261 19342 22369092 22201086 10101630 8159936 75000 13785 41820284 37656635 114324 73004 4210776 3603000 4325100 3676004 X 0 0 0 0 37495184 33980631 37495184 33980631 41820284 37656635 -2987084 -527469 0 X 0 1 X 1 0 133213 113871 19342 19342 RHUMBLINE S&P INDEX 500 POOLED FUND 5287433 F INVESCO INSTITUTIONAL TRUST BAL RISK ALLOC FUND 2872503 F 8159936 CURRENTLY PAYABLE 3603000 3603000 28060450 -527469 -527469 28587919 101344 101344 28689263 32014003 0 32014003 101344 -439000 -337656 31676347 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLG CURRENTLY PAYABLE -439,000. 0 0 0 MARLENE MONTERROSO FUND ADMIN. 0 233923 0 18281 0 0 0 62885 0 26624 0 341713 0 0 THOMAS GORDON UNION TRUSTEE/TRAINING DIRECTOR 0 247415 0 9667 0 4126 0 64774 0 26624 0 352606 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH FUND OFFICE PERSONNEL. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL EXPENDITURES OF A SIGNIFICANT NATURE ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES WHICH HAS THE OPPORTUNITY AT THE SAME TIME OF SUCH APPROVAL TO REVIEW THE TRANSACTION AND TO INQUIRE IF ANY POTENTIAL CONFLICT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 14-14B ANNUITY FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 136321935 BENEFIT FUND NY 401(A) N/A N/A 0 IUOE LOCAL 14-14B PENSION FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 112392157 BENEFIT FUND NY 401(A) N/A N/A 0 IUOE LOCAL 14-14B TRAINING FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 136318522 BENEFIT FUND NY 501(C)3 2 N/A 0 IUOE LOCAL UNION 14-14B 159-18 NORTHERN BLVD FLUSHING NY 113544238 135545082 LABOR UNION NY 501(C)5 N/A N/A 0 IUOE LOCAL 14-14B LABOR MGMT FUND 159-18 NORTHERN BLVD FLUSHING NY 113544238 814410804 BENEFIT FUND NY 501(C)(5) N/A N/A 0 CITY OF NEW YORK - OFFICE OF LABOR RELATIONS 22 CORTLANDT STREET 12TH FLOOR NEW YORK NY 10007 LOCAL GOVT NY N/A N/A N/A 0 SEE SCHEDULE R - SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SCHEDULE R, PART II AND IV CERTAIN TRUSTEES LISTED ON PART VII, SECTION A SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION. 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