STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND 478: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND 478 (EIN 06-0662089)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-11
IRS object ID
202442859349300814
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-10-11T07:39:59-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060662089EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL UNION OF OPERATINGBusinessNameLine1Txt
Business Name Line2ENGINEERS WELFARE FUND 478BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2032889261PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11965 DIXWELL AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065142400ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH PALMIERIPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2032889261PhoneNum
Signature2024-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBORAH PALMIERIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11965 DIXWELL AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065142400ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$190,721,457GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee89TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$62,039,058PYProgramServiceRevenueAmt
CY Program Service Revenue$65,916,582CYProgramServiceRevenueAmt
PY Investment Income$1,388,078PYInvestmentIncomeAmt
CY Investment Income$1,480,995CYInvestmentIncomeAmt
PY Other Revenue$15,354PYOtherRevenueAmt
CY Other Revenue$16,729CYOtherRevenueAmt
PY Total Revenue$63,442,490PYTotalRevenueAmt
CY Total Revenue$67,414,306CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$58,242,687PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$65,393,814CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,844,495PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,111,414CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses-$180,943PYOtherExpensesAmt
CY Other Expenses-$236,682CYOtherExpensesAmt
PY Total Expenses$61,906,239PYTotalExpensesAmt
CY Total Expenses$69,268,546CYTotalExpensesAmt
PY Revenues Less Expenses$1,536,251PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,854,240CYRevenuesLessExpensesAmt
Total Assets BOY$122,295,831TotalAssetsBOYAmt
Total Assets EOY$132,410,479TotalAssetsEOYAmt
Total Liabilities BOY$11,706,496TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,450,707TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$110,589,335NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$117,959,772NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee89EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH PALMIERIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032889261PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11965 DIXWELL AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065142400ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTOPHER COZZI
UNION TRUSTEE1.000.00Yes (X)$0$0$0
KYLE ZIMMER
UNION TRUSTEE1.000.00Yes (X)$0$0$0
GARRY GYENIZS
UNION TRUSTEE1.000.00Yes (X)$0$0$0
JOHN BUTTS
EMPLYR TRUSTEE1.000.00Yes (X)$0$0$0
THOMAS ONEGLIA
EMPLYR TRUSTEE1.000.00Yes (X)$0$0$0
VINCENT FEDERICO
EMPLYR TRUSTEE1.000.00Yes (X)$0$0$0
DOROTHY SINISCALCHI
EXECUTIVE DIR.12.0023.00$241,203$0$116,894Yes (X)
LAURIE LINTON
ASST EXECUTIVE DIR14.0021.00$190,120$0$105,266Yes (X)
COLIN EDWARDS
NETWORK ADMIN.14.0021.00$171,569$0$99,033Yes (X)
STEPHEN ZLAMANY
NETWORK ADMIN.12.0023.00$167,082$0$97,526Yes (X)
CHERYL DESKIN-MERWEDE
CLAIMS SUPERVISOR35.000.00$145,174$0$90,167Yes (X)
KELLY EILEEN DWYER
PAYROLL AND EE BNF. ACCT.8.0027.00$145,186$0$90,170Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,060,334TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$599,056TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ANTHEM BLUE CROSS AND BLUE SHIELD
3350 PEACHTREE ROADATLANTAGA30326CLAIMS PROCESSING$970,657
CONNECTICUT COMPUTER SERVICE
101 EAST SUMMER STREETPLANTSVILLECT06479IT SERVICES$283,781
TELLIGEN INC
1776 WEST LAKES PARKWAYWEST DES MOINESIA50266CLAIMS REVIEW$178,808
THE SEGAL COMPANY
30 WATERSIDE DRIVE SUITE 300FARMINGTONCT06032ACTUARY$143,218
ROBERT CHEVERIE & ASSOC PC
333 EAST RIVER DRIVE SUITE 101EAST HARTFORDCT08108ATTORNEY$141,614
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIB237310$62,080,987$62,080,987
PARTICIPANTS' CONTRIB237310$3,835,595$3,835,595
FieldValueIRS element (for citing)
Total Program Service Revenue$65,916,582TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,884,103TotalRevenueColumnAmt
Exclusion$2,884,103ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$121,904,043SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$123,307,151SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,403,108SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,403,108TotalRevenueColumnAmt
Exclusion-$1,403,108ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER MISC INCOMEDesc
Business237310BusinessCd
Total Revenue Column$16,729TotalRevenueColumnAmt
Related Or Exempt Func Income$16,729RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,729OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$67,414,306TotalRevenueColumnAmt
Related Or Exempt Func Income$65,933,311RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,480,995ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$65,393,814TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$358,097TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,932,445TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,172,543TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$482,094TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$166,235TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$272,242TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$106,036TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$144,568TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$163,303TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$325,314TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$708,230TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$200,058TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$69,939TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$142,532TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$100,089TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
DUES AFFILIATED ORGANIZ$170,007
REIMB FROM RELATED ORG-$2,639,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$69,268,546TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,648BOYAmt
EOY$18,648EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,519,233BOYAmt
EOY$18,672,262EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,629,782BOYAmt
EOY$9,189,054EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,062BOYAmt
EOY$181,698EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,440,783LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,814,079LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$747,607BOYAmt
EOY$626,704EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$72,698,174BOYAmt
EOY$72,599,211EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$24,646,325BOYAmt
EOY$31,122,902EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,295,831BOYAmt
EOY$132,410,479EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,978,496BOYAmt
EOY$3,349,707EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,728,000BOYAmt
EOY$11,101,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,706,496BOYAmt
EOY$14,450,707EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$110,589,335BOYAmt
EOY$117,959,772EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$110,589,335BOYAmt
EOY$117,959,772EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,295,831BOYAmt
EOY$132,410,479EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,854,240ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,224,677NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,440,783OtherCostOrOtherBasisAmt
Depreciation$1,814,079DepreciationAmt
Book Value$626,704BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$626,704TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescBLACKROCK EQ INDEX FD BDesc
Book Value$31,122,902BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$31,122,902TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENE OBLIGATIONS CURRENTLY PAYABLEDesc
Amt$11,101,000Amt
FieldValueIRS element (for citing)
Total Liability$11,101,000TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$76,494,415TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,224,677NetUnrealizedGainsInvstAmt
Revenue Not Reported$9,224,677RevenueNotReportedAmt
Revenue Subtotal$67,269,738RevenueSubtotalAmt
Investment Expenses Not Incld$144,568InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$144,568RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$67,414,306TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$66,750,978TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$66,750,978ExpensesSubtotalAmt
Investment Expenses Not Incld2$144,568InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$2,373,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,517,568ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$69,268,546TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN BENE OBLIGATIONS CURRENTLY PAY 2,373,000.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOROTHY SINISCALCHI
EXECUTIVE DIR.$206,816$0$0$0$34,387$0$91,760$0$25,134$0$358,097$0$0$0
LAURIE LINTON
ASST EXECUTIVE DIR$190,120$0$0$0$0$0$79,165$0$26,101$0$295,386$0$0$0
COLIN EDWARDS
NETWORK ADMIN.$171,569$0$0$0$0$0$72,932$0$26,101$0$270,602$0$0$0
STEPHEN ZLAMANY
NETWORK ADMIN.$167,082$0$0$0$0$0$71,425$0$26,101$0$264,608$0$0$0
KELLY EILEEN DWYER
PAYROLL AND EE BNF. ACCT.$145,186$0$0$0$0$0$64,069$0$26,101$0$235,356$0$0$0
CHERYL DESKIN-MERWEDE
CLAIMS SUPERVISOR$145,174$0$0$0$0$0$64,066$0$26,101$0$235,341$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III- ADDITIONAL INFORMATIONFormAndLineReferenceDesc
ExplanationDOROTHY SINISCALCHI RECEIVED COMPENSATION AND BENEFITS IN HER CAPACITY AS EXECUTIVE DIRECTOR OF THE RELATED TRAINING, HEALTH, PENSION, ANNUITY AND OFFICERS AND EMPLOYEES PENSION FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE HEALTH FUND'S PORTION OF THESE EXPENSES FOR DOROTHY SINISCALCHI WAS 33% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
AMANDA CORDIER
FAMILY MEMBER$67,101SALARY AND BENEFITS0
CORY M METZ
FAMILY MEMBER$115,194SALARY AND BENEFITS0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED IN COORDINATION WITH THE EXECUTIVE DIRECTOR AND ASSISTANT EXECUTIVE DIRECTOR OF THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO TRUSTEES OF THE ORGANIZATION PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CIN ACCORDANCE WITH THE ORGANIZATION'S POLICY, INDIVIDUALS HAVE A CONTINUOUS OBLIGATION TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
IUOE LOCAL 478 ANNUITY FUND
1965 DIXWELL AVENUEHAMDENCT06514061230516BENEFIT FUNDCT501(A)N/AN/A0
OPERATING ENGINEERS LOCAL 478 TRAINING
1965 DIXWELL AVENUEHAMDENCT06514060899313BENEFIT FUNDCT501(C)(3)LINE 9N/A0
IUOE LOCAL 478 PENSION FUND
1965 DIXWELL AVENUEHAMDENCT06514060733831BENEFIT FUNDCT501(A)N/AN/A0
OFFICERS & EMPLOYEES OF L478 & FD RET PL
1965 DIXWELL AVENUEHAMDENCT06514066140282BENEFIT FUNDCT501(A)N/AN/A0
IUOE LOCAL UNION 478
1965 DIXWELL AVENUEHAMDENCT06514060401158LABOR UNIONCT501(C)5N/AN/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SUPPLEMENTAL INFORMATIONBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SUPPLEMENTAL INFORMATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART II, III AND IV:CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION 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 SCHEDULE OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.
2023 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONSPART III & IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST A & M FENCE & GUARDRAIL A BEST BUY PREMIUM FUEL & TRUCKING, LLC A QUICK PICK CRANE SERVICE A VITTI EXCAVATORS LLC A&A CRANE & RIGGING LLC A. DELEO CONSTRUCTION CO. A1 DRILLING & BLASTING COMPANY AARON ENTERPRISES INC ABLE EQUIPMENT RENTAL INC AETNA BRIDGE COMPANY AFC CONSTRUCTION LLC AGI CONSTRUCTION INC ALCAIDE INC D/B/A, A&J CONSTRUCTION ALL GREEN HYDROSEED LLC ALL SEASONS LANDSCAPING INC ALTA EQUIPMENT AMEC COMMERCIAL AMERICAN BRIDGE CO AMERICAN ENVIRONMENTAL AMERICAN UNION CONCRETE PUMPIN APONTES CONSTRUCTION RESOURCES LLC ARBORIO CORP ARCHITECTURAL SHEET METAL INC ARDUINI, T ATLANTIC COAST DISMANTLING AZTEC ENERGY INC BADGER DAYLIGHTING BALTAZAR CONTRACTORS INC BARNHART CRANE & RIGGING CO BAY CRANE SERVICE OF CONNECTICUT INC BAYSTATE BLASTING BERKSHIRE INDUSTRIAL SERVICES INC BERLIN STEEL CONSTRUCTION BESTECH INC BHI ENERGY SPECIALTY SERVICES LLC BIALY & SONS LLC. BLACK & BOUCHER LLC BLACK DOG DIVERS INC BLAKESLEE ARPAIA CHAPMAN BLOOMFIELD TRANSPORT & SWEEPIN BLUROC, LLC BMS HEAVY CRANES INC. BOND CIVIL & UTILITY CONSTRUCTION INC BONGIOVANNI GROUP INC BRANDENBURG INDUSTRIAL SERVICE BRANDSAFWAY SERVICES LLC BRENNAN, JOHN J, CONSTRUCTION BRITO, C, CONSTRUCTION CO BRUNALLI CONSTRUCTION CO BUCHANAN MARINE LP BUCKEYE PIPELINE CO BURNS CONST CO INC C.N. WOOD CO., INC CALDWELL TANKS INC CAMPUTARO LEASING LLC CAMPUTARO, RALPH, & SON INC CAPASSO ENTERPRISES INC CARVALHO & MCDOWELL CONST CASHMAN DREDGING & MARINE CONT CATANIA EXCAVATING LLC CAVALIERE INDUSTRIES INC CENTER EARTH LLC CENTRAL LANDSCAPE CONSTRUCTION CENTRAL MASS CRANE SERVICE INC CHARPS LLC CHARTER OAK UTILITY CONST CHEROKEE EXPLOSIVES, INC. CHERRY HILL GLASS CO INC CISCO, LLC CLARK, W I, CO COASTLINE CONSTRUCTION CORP CONCAVAGE MARINE CONSTRUCTION CONN SEAL LLC CONSTRUCTION SERVICES OF CONNECTICUT LLC CONTE COMPANY LLC CRISTIANO & SON PAINTING & CONSTRUCTION CRS CONTRACTORS INC. CS ENERGY CT PAVING LLC D&M CONSTRUCTION SERVICES INC. D. BRAKE MARINE LLC D.W. WHITE CONSTRUCTION INC DALLING CONSTRUCTION INC DAVID G. ROACH & SONS, INC DAVIS TREE & LOGGING DBL INDUSTRIES DEERING CONSTRUCTION DETOUR CONSTRUCTION DISTINCTIVE CRANE DUCCI ELECTRICAL CONTRACTING E T & L CORPORATION EAGLE FENCE EAGLE RIVET ROOF SVC EARTH RETENTION SYSTEMS EASTERN EXCAVATION INC EDI LANDSCAPE LLC ELEVATION INDUSTRIES EMPIRE PAVING INC EMPIRE STATE PIPING CO F & F MECHANICAL ENTERPRISES INC FAY & WRIGHT EXCAVATING INC FERREIRA NORTHEAST INC FGB CONSTRUCTION CO. FIRST CHOICE BUILDERS LLC FUCCI, C J INC G P L CONSTRUCTION INC G&S EARTHWORKS LLC G.A. WENZEL MILLING LLC G.O. SERVICES, LLC GAGLIARDUCCI CONSTRUCTION INC GALASSO MATERIALS LLC GARCIA, JOHN PAUL,ASSOC P.C. GARRITY ASPHALT RECLAIMING INC GEG CONSTRUCTION GENERAL CONSTRUCTION CRANE SERVICE GENERAL WELDING & FABRICATION GENOVESI CONSTRUCTION GEOBUILD LLC GERBER CONSTRUCTION GIORDANO CONSTRUCTION CO GREEN CONSTRUCTION MANAGEMENT GRIFFIN DEWATERING CORP H O PENN MACHINERY INC HALLISEY PEARSON & CASSIDY ENG HALMAR INTERNATIONAL LLC HARBORVIEW TERMINALS INC HARTLAND BLDG & RESTORATION HARWINTON PAVING LLC HASTIE FENCE COMPANY HAYES HEAVY HAULING LLC HAYWARD BAKER INC HELICAL DRILLING INC HENKELS & MCCOY INC HERC HOLDING, INC. HIGHLINE CRANE SERVICES HUB FOUNDATION CO IAPALUCCIO, J, INC INDIAN HILL CONSTRUCTION COMPANY INTERCON CONSTRUCTION INC IRON MAN FENCE LLC J & P CONSTRUCTION CORP J D RIVET & CO INC J IAPALUCCIO PAVING CO. LLC JNR FLOORING, INC JR VINAGRO MANUFACTURING & PROCESSING JSL ASPHALT INC K & J CRANE SERVICE K & W CONST INC K2 INFRASTRUCTURE GROUP KENNY/OBAYASHI IV, A JOINT VENTURE KEVINS SWEEPING INC KIEWIT INFRASTRUCTURE CO. KING CLARK LLC KRANEWORKS INC KTM ELECTRICAL CONST LLC L AND S EQUIPMENT LLC LIBERTY LANDSCAPES LIDDELL BROTHERS INC LOUREIRO CONTRACTORS INC LUDLOW CONSTRUCTION CO INC LUNDA CONSTRUCTION COMPANY LVI ENVIRONMENTAL SERV INC M & N EQUIPMENT REPAIR MAMMOET USA NE CORP MANAFORT BROTHERS INC MANAFORT TRANSIT MARGUERITE CONCRETE MARIANO BROTHERS SPECIALTY MOV MARK IV CONSTRUCTION CORP MARSHALL, J L, & SONS INC MASSEYS PLATE GLASS & ALUM MATHER CORP CO INC MAXIM CRANE WORKS MAZZOTTA EQUIPMENT SERVICES MCNAMEE CONSTRUCTION CO MD DRILLING & BLASTING METAL MANAGEMENT MICHELS PIPELINE CONST CO MICHELS PIPELINE DISTRIBUTION MICHELS UTILITY SERVICES INC MODERN CONCRETE PUMPING MOHEGAN ASSOCIATES INC MOONLIGHT EXCAVATING LLC MOOSEHEAD HARVESTING INC MORAIS CONCRETE SERVICE INC NARRAGANSETT IMPROVEMENT CORP NATALE CONCRETE CONSTRUCTION NATIONAL SHORING LLC NC INCORPORATED AMN NEW ENGLAND YANKEE CONSTRUCTION LLC NICKERSON, C H, & CO NJR CONSTRUCTION LLC NORTH AMERICAN CRANE & RIGGING LLC NORTHEAST REMSCO CONSTRUCTION INC NORTHEAST WORK & SAFETY BOATS NORTHERN GENERAL CONTRACTORS NORTHERN LAND CLEARING INC NORTHLAND INDUSTRIAL TRUCK CO., INC. NORWALK MARINE CONTR INC NUNES, H.M. O & G INDUSTRIES INC O&G/ BHD JV OTIS MINNESOTA SERVICES, LLC PAGANELLI CONSTRUCTION CORP PALMER PAVING CORP PEREIRA & SONS CONST INC PHOENIX FOUNDATION COMPANY, INC. PIER 65 PRECAST SERVICES INC PRECISION SHOTCRETE UNLIMITED QUAKER CORPORATION, THE RED TECHNOLOGIES LLC RICHARD C GAUTHIER DRILLING & BLASTING RIGGS DISTLER & CO INC RIZZO, A M, ELECTR CONTR INC RONDANO, M, INC ROTHA CONTRACTING CO RUNNING BROOK FARMS OF KILLING S & S ASPHALT RECLAMATION SANTA FUEL INC SANTOS FOUNDATION INC SELECT DEMO SERVICES LLC SEVENSON ENVIRONMENTAL SERVICES, INC SHAWMUT EQUIPMENT CO SHAWNS LAWNS INC SIEMENS GENERATION SERVICES COMPANY SIMPSON & BROWN INC. SMEDLEY CRANE SERVICE INC SMEDLEY INDUSTRIAL SERVICES SOUTHERN OPERATORS HEALTH FUND SPECTRUM ENVIRONMENTAL LLC SPRAGUE RESOURCES GP, LLC. STAMFORD WRECKING CO STAR CONSTRUCTION CORP SUBSURFACE CONSTRUCTORS SUMMIT CIVIL SERVICES LLC SUNBELT RENTALS SUNRISE MASONRY INC SUPREME INDUSTRIES INC SUZIO ASPHALT COMPANY SUZIO, L, CONCRETE CO TC LANDSCAPING LLC DBA TC LAWNCARE THE GRASSO COMPANIES LLC THREE PHASE LINE CONSTRUCTION TILCON CONNECTICUT INC TOTAL FENCE, LLC TOWN OF CANTERBURY TREMSON CORPORATION TRI VALLEY EQUIPMENT INC TS EQUIPMENT SERVICES LLC TYLER EQUIPMENT CORP UNITED CIVIL UNITED RENTALS - BLOOMFIELD/STONINGTON UNITED RENTALS - POWER DIVISION UNITED RENTALS AERIAL - BRIDGEPORT UNITED RENTALS WALLINGFORD W.O. GRUBB WALSH CONSTRUCTION CO WATERS CONSTRUCTION CO WEEKS MARINE WHITE CONSTRUCTION LLC WILLIAMS SPECIALTY SERVICES LLC YONKERS CONTRACTING CO YORK HILL TRAPROCK QUARRY