2024-10-17T08:42:55-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 136674743 LOCAL 94 94A 94B HEALTH & BENEFIT TRUST FUND IUOE AFL-CIO LOCA 2123311800 331-337 WEST 44TH STREET NEW YORK NY 100365402 KUBA BROWN TRUSTEE 2123311800 2024-10-17 1 1 CAROL WESTFALL P00539069 6312734778 2023 2024-10-15 13:58:12Z 331-337 WEST 44TH STREET NEW YORK NY 100365402 420126826 0 X N/A X 1975 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 8 10 0 0 0 0 0 191722847 201657201 14115906 8305735 64407 67202 205903160 210030138 0 0 155328872 171340507 1781608 1835430 0 0 0 2355749 2331703 159466229 175507640 46436931 34522498 483848224 569780531 19769112 19463862 464079112 550316669 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 0 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 78 0 1 10 1 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 KUBA BROWN 2123311800 331-337 WEST 44TH STREET NEW YORK NY 100365402 X WILLIAM FARANDA EXECUTIVE DIR. 28.00 12.00 X 260694 0 91025 SANDRA CHIN CFO 22.00 18.00 X 196017 0 81877 DEREK DAVIS FUND ADMIN 40.00 0.00 X 183460 0 81174 ANNETTE HASSELL ASST FUND ADMIN 40.00 0.00 X 111790 0 70384 KUBA BROWN TRUSTEE 1.00 0.00 X 0 0 0 THOMAS HART TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL GADALETA TRUSTEE 1.00 0.00 X 0 0 0 RAYMOND MACCO TRUSTEE 1.00 0.00 X 0 0 0 HOWARD ROTHSCHILD TRUSTEE 1.00 0.00 X 0 0 0 THOMAS HILL TRUSTEE 1.00 0.00 X 0 0 0 ROBERT SCHWARTZ TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN BRENNAN TRUSTEE 1.00 0.00 X 0 0 0 751961 0 324460 4 0 1 0 EMPIRE HEALTHCHOICE ASSURANCE INC 3350 PEACHTREE RD ATLANTA GA 30326 CLAIMS PROCESSING 2345162 CONGRESS ASSET MANAGEMENT 2 SEAPORT LANE BOSTON MA 022102001 INVESTMENT MGMT 504616 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 AUDITING 331579 DATAPRISE 132 WEST 31ST ST NEW YORK NY 10001 COMPUTER CONSULTING 255724 PROSKAUER ROSE LLP 11 TH TIMES SQUARE NY NY 10036 LEGAL COUNSEL 248450 5 EMPLOYERS' CONTRIB 238220 194428112 194428112 PARTICIPANT CONTRIB 238220 7229089 7229089 201657201 12753758 12753758 205648665 210096688 -4448023 -4448023 -4448023 REIMBURSEMENT FROM CPF 238220 67202 67202 67202 210030138 197209178 0 12820960 171340507 620921 680837 277257 171155 85260 251936 206955 1156911 157430 184020 172595 134400 23143 80576 REIMB PR,TAXES,BENEFITS -36263 175507640 14076708 15472539 34489921 41472662 241412 253789 830088 774592 60703 55496 434971547 512521012 7933 5033 483848224 569780531 723267 742482 560770 581663 18485075 18139717 19769112 19463862 X 0 0 0 0 464079112 550316669 464079112 550316669 483848224 569780531 34522498 51715059 0 X 0 1 X 1 0 313608 282265 31343 516480 492327 24153 55496 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 18366000 DUE TO RELATED ORGANIZATIONS -356144 NET TRADES PENDING 129861 18139717 260588286 51715059 51715059 208873227 1156911 1156911 210030138 174005729 0 174005729 1156911 345000 1501911 175507640 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS CURRENTLY PAYABLE 345,000. X 0 0 0 WILLIAM FARANDA EXECUTIVE DIR. 245853 0 14688 0 153 0 66564 0 24461 0 351719 0 0 0 SANDRA CHIN CFO 184400 0 11178 0 439 0 57510 0 24367 0 277894 0 0 0 DEREK DAVIS FUND ADMIN 179421 0 3600 0 439 0 56713 0 24461 0 264634 0 0 0 ANNETTE HASSELL ASST FUND ADMIN 106991 0 4360 0 439 0 45923 0 24461 0 182174 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE EXECUTIVE DIRECTOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS DISCUSSED AT TRUSTEES MEETING ANNUALLY. TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY CONFLICTS THEY MAY HAVE AND ARE REMINDED THAT THEY SHOULD BE BROUGHT TO THE BOARD'S ATTENTION IMMEDIATELY, IF ONE DOES ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII-COLUMN(B)-AVG HOURS OFFICERS AND HIGHEST COMPENSATED EMPLOYEES WORK 40 HOURS PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITION IN. ALLOCATIONS OF THESE HOURS, AS WELL AS HOURS REPORTED FOR THE TRUSTEES, ARE BASED ON THE ESTIMATE OF TIME SPENT PERFORMING SERVICES TO THE RESPECTIVE ORGANIZATIONS. ANNUITY FUND OF IUOE L 9494A94B 331-337 WEST 44TH ST NEW YORK NY 100365402 136817367 ANNUITY BENEFIT NY 501(A) N/A N/A 0 COMMERCIAL EMPS-LOC 9494A94B TRAINING 331-337 WEST 44TH ST NEW YORK NY 100365402 133056021 TRAINING, SKILL IMPROVEMENT, SAFETY EDUC NY 501(C)3 10 N/A 0 INT'L UNION OF OPERATING ENG LOCAL 94 331-337 WEST 44TH ST NEW YORK NY 100365402 131109414 LABOR UNION NY 501(C)5 N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 OR ANY RELATED ORGANIZATION. CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. 2023 FORM 990, SCHEDULE R ATTACHMENT, LIST OF RELATED ORGANIZATIONS (A)NAME 120 PARK AVENUE ASSOCIATES LLC 120 WALL PROPERTY OWNER,LLC 125 MAIDEN LANE CONDOMINIUM 1250 BROADWAY ASSOCIATES LLC 125TH STREET OFFICE CENTER LLC 1345 LEASEHOLD LLC 141 WILLOUGHBY INV LLC C/O CUSHMAN & WAKEFIELD 188 MADISON AVE, LLC C/O COMFORT MAINTENANCE CORP. 215 EAST 68TH STREET L.P. 220 RIVERSIDE BLVD AT TRUMP PL 225 FOURTH LLC C/O ORDA MGMT 230 PAS SPE LLCC/O TF CORNERSTONE INC. 25 BROADWAY OFFICE PROP. LLC 25 WATER OWNER LLC 260-261 MADISON AVE LLC 261 FIFTH AVE OWN 277 PARK AVE LLC 291 BROADWAY REALTY ASSOC 3 COLUMBUS CIRCLE, LLC 330 JAY STREET CONDOMINIUM, 60 GUILDERS LLC 370 SEVENTH AVENUE ASSOCIATES 40 WALL STREET LLC 410 PARK AVENUE ASSOCIATES, LP 430 PARK AVE CO LLP 432 PARK AVE CONDOMINIUM 450 PARK FEE OWNER LP C/O SL GREEN REALTY CORP. 45-18 COURT SQUARE OWNER, LLC 452 FIFTH AVE OWNER LLC C/O CUSHMAN & WAKEFIELD 48 WALL LLC HELMSLEY SPEAR 488 MADISON AVE ASSOCIATES LLC 529 5TH CO % SILVERSTEIN 6 EAST 43RD STREET MGMT 60 GUILDERS, LLC 609 5TH AVE OWNER LLC. 65 BROADWAY LLC 7 HANOVER FEE OWNER CO. LLC 7 WORLD TRADE COMPANY, L.P. 708 THIRD AVENUE ASSOCIATES LLC 860 BROADWAY LLC. 875 THIRD AVE LLC 875 THIRD AVENUE LLC 99 PARK AV EASTGATE RLTY ABFS ABLE ENGINEERING SERVICES ABM ACTION FACILITIES MANAGEMENT, INC ADCO ELECTRIC CO ALL GREEN BLDG SRVCS OF NY,LLC ALLIANCE ALLIED CLEANING SERVICES,INC. 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LLC COLLINS BUILDING SERVICES COLUMBIA 41ST ST PROP LLC C/O JLL BLDG MGMT OFFICE CORE FACILITIES SERVICES CRAVEN MANAGEMENT CORP CRG MANAGEMENT LLC CSI CLEANING SERVICE INDUSTRIES CUSHMAN & WAKEFIELD DOLP 825 PROPERTIES, LLC DONNELLY MECHANICAL CORPORATION DOUGLAS ELLIMAN PROPERTY MGMT DURST PYRAMID LLC DYNAMIC SYSTEMS CARE OF JLL ECC INDUSTRIES, INC. EDWARD J MINSKOFF EQUIT INC ELDAD PRIME LLC EMPIRE STATE REALTY ETOILE ETOILE 660 MADISON LLC FIRST LEXINGTON CORP FIRST QUALITY MAINTENANCE II LLC FIRST SERVICE RESIDENTIAL- NY 53W53, LLC FISHER BROTHERS INC FISHER PARK LANE OWNER LLC FLAGSHIP FACILITIES FORCE HVAC/R, LLC FORDHAM RENS MGMT PTRSHIP FOREST CITY EMPLOYER LLC FOUR SEASONS HOTEL FRENCH PARTNERS LLC G&E REAL ESTATE MANAGEMENT SERVICES INC G1 FACILITY SERVICES GEORGE COMFORT & SONS GFP REAL ESTATE LLC GILBERT INTERNATIONAL GSH GUARDIAN SERVICE INDUSTRIES HAKIMIAN P.W. MANAGEMENT HARBOR GROUP MANAGEMENT CO. 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MJH MECHANICAL MORNINGSIDE HOUSING CORP MUSEUM JEWISH HERITAGE MUTUAL REDEVELOP HSG NAMDAR REALTY GROUP NEW WATER STREET CORP NEW YORK TEMPERATURE CONTROLS NEWMARK NEWMARK GRUBB KNIGHT FRANK NW 100 BROADWAY PROP.OWNER LLC NYCSS NY-CUSHMAN & WAKEFIELD MAINTENANCE CORPORATION OLNICK ORGANIZATION ONE BROADWAY OWNER, LLC C/O JONES LANG LASALLE AME ONE STATE STREET LLC OXFORD ASSET MANAGEMENT USA INC. PARAMOUNT GROUP MANAGEMENT LP PARIS MAINTENANCE CO PARK AVENUE PLAZA OWNER LLC PARK HOUSE PROPERTY MANAGEMENT LLC PARK TOWER MGMT LTD/AGT PBM, LLC PEAK PROPERTIES REAL ESTATE LLC PENGUIN MAINT. SERVICE PERFECT BUILDING MAINT PHM REALTY C/O MHP REAL ESTATE SERVICE PJ MECHANICAL PLAZA CONDOMINIUM PLZ MAD & COLLIERS TRISTATE PRINCETON INTL PROPERTIES COR 150 EAST 52ND STREET PRITCHARD INDUSTRIES QPP LLC (SVEN) QUALITY BUILDING SERVICES RAEL SPRINKLER MAINTENANCE COR RARITAN BUILDING SERVICE CORP REALTIES 1430 RELATED HUDSON YARDS MANAGER RELATED MANAGEMENT CO. RIVERBAY CORP. ROCHDALE VILLAGE INC ROCKEFELLER GROUP DEV CORP RODNEY CORPORATION ROLEX REALTY CO INC ROYAL REALTY CORP ROYAL-HLP1 MRU LLC ROZA 14W, LLC RUDIN MANAGEMENT CO., INC RXR REALTY S L GREEN REALTY CORP SAGE REALTY CORP SANDHURST ASSOCIATES SDAC SECURITY EQUITY LLC SILVERSTEIN PROPERTIES INC SIXONE BUILDING SERVICES,LLC SL GREEN REALTY CORP. SODEXO BUFFALO SERVICE CENTER SOLOW BUILDING COMPANY STEINBERG & PAKOIK MGMT CORP STUYTOWN PROPERTY SERVICES SUPERIOR PUMP & MOTOR INC. SVF PARK NEW YORK, LLC TF CORNERSTONE,INC THE ASSOC OF BAR CITY OF N.Y. THE BLOOMBERG BUILDING THE BROMLEY COMPANIES THE GREENWICH LANE THE NEW SCHOOL UNIVERSITY THE TRUMP CORP THE WITKOFF GROUP TISHMAN SPEYER PROPERTIES, L.L.C. TOWER 56 OWNERS, LLC TOWER 570 COMPANY, LP TOWER CONDO BOARD TRIANGLE SERVICES INC. TRINITY CTR LLC C/O CAPITAL TRUMP PALACE CONDOMINIUM C/O ORSID NY TRUMP TOWER COMMERCIAL LLC UG2 LLC UJA FEDERATION, PAYROLL UNDER 21 UNITY ELECTRIC UNIVERSITY CLUB VORNADO REALTY WALTER & SAMUELS, INC WATERMAN PROPERTIES, LLC WI/BSREP III 390 PARK MANAGER LLC WYCKOFF HGHTS HOSP PAINTERS YALE CLUB OF NY YOTEL