STEAMFITTERS WELFARE FUND LOCAL UNION NO 475: Form 990, tax year 2023
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- Organization
- STEAMFITTERS WELFARE FUND LOCAL UNION NO 475 (EIN 22-1516999)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202423099349301562
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T11:00:10-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222951202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSPC CPA'S AND ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070162496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221516999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEAMFITTERS LOCAL UNION #475 | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEA | BusinessNameControlTxt |
| Phone | 9087541032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 MOUNT BETHEL ROAD | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM DEVIZIO | PersonNm |
| Person Title | FUND ADMINISTRATOR | PersonTitleTxt |
| Phone | 9087541032 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J JANNELLI CPA | PreparerPersonNm |
| PTIN | P00450209 | PTIN |
| Phone | 9082727000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIM DEVIZIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 MOUNT BETHEL ROAD | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,590,257 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 259 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,314,841 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,338,830 | CYProgramServiceRevenueAmt |
| PY Investment Income | $492,365 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,324,902 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,293,866 | PYOtherRevenueAmt |
| CY Other Revenue | $926,525 | CYOtherRevenueAmt |
| PY Total Revenue | $16,101,072 | PYTotalRevenueAmt |
| CY Total Revenue | $19,590,257 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $13,321,828 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,439,915 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $197,005 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $208,020 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $321,555 | PYOtherExpensesAmt |
| CY Other Expenses | $269,435 | CYOtherExpensesAmt |
| PY Total Expenses | $13,840,388 | PYTotalExpensesAmt |
| CY Total Expenses | $14,917,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,260,684 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,672,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,830,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,531,176 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $631,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,030,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,199,113 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,500,427 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND PROVIDES MEDICAL AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 259 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEAMFITTERS #475 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9087541032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 MOUNT BETHEL ROAD | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SHAUN P SULLIVAN | |||||||
| EMPLOYEE TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $185,457 | $167,052 | |
| TIMOTHY MCCONWAY | |||||||
| EMPLOYEE TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $174,413 | $161,764 | |
| JONATHAN SINNOTT | |||||||
| EMPLOYEE TRUSTEE | 0.50 | 0.50 | Yes (X) | $0 | $174,732 | $161,764 | |
| ROBERT B SNYDER JR | |||||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARTY J DROBNY | |||||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD TOMAIKO | |||||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ERIC EVANS | |||||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFF DIPANO | |||||||
| EMPLOYER TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MANNING | |||||||
| EMPLOYEE TRUSTEE | 0.50 | 40.00 | Yes (X) | $0 | $177,246 | $161,764 | |
| JAMES CAFFREY | |||||||
| EMPLOYEE TRUSTEE | 0.50 | Yes (X) | $3,578 | $0 | $2,101 | ||
| KIM DEVIZIO | |||||||
| FUND ADMINISTRATOR | 40.00 | $127,351 | $0 | $83,255 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,929 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $711,848 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $737,700 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON BLUE CROSS BLUE SHIELD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 PENN PLAZA EAST PP-13V | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CLAIMS ADMIN FEE | ServicesDesc |
| Compensation | $439,240 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYERS CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17,338,830 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,338,830 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,338,830 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,324,902 | TotalRevenueColumnAmt |
| Exclusion | $1,324,902 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETIREE COVERAGE PREMIUMS | 900099 | $773,827 | $773,827 |
| COBRA | 900099 | $103,697 | $103,697 |
| PARTICIPANTS SELF PAYMENTS | 900099 | $49,001 | $49,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $926,525 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,590,257 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,265,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,324,902 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,439,915 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,393 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,947 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,023 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,657 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,682 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,722 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,804 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,273 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,349 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,582 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| RENTAL & COMPUTER FEES | $22,966 |
| PCORI FEE | $3,987 |
| TRAVEL & AUTO EXPENSE | $2,160 |
| REPAIRS & MAINTENANCE | $1,818 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,394 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,917,370 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70 | BOYAmt |
| EOY | $70 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,701,771 | BOYAmt |
| EOY | $23,486,223 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,306 | BOYAmt |
| EOY | $5,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $243,633 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237,925 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,022 | BOYAmt |
| EOY | $5,708 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,169,328 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,262,856 | BOYAmt |
| EOY | $19,279,729 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,850,312 | BOYAmt |
| EOY | $1,584,660 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,830,337 | BOYAmt |
| EOY | $49,531,176 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,220 | BOYAmt |
| EOY | $153,885 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,004 | BOYAmt |
| EOY | $876,864 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,224 | BOYAmt |
| EOY | $1,030,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,199,113 | BOYAmt |
| EOY | $48,500,427 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,199,113 | BOYAmt |
| EOY | $48,500,427 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,830,337 | BOYAmt |
| EOY | $49,531,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,672,887 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $628,427 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,992 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $230,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,933 | DepreciationAmt |
| Book Value | $5,708 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,708 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GUARANTEED INVESTMENT CONTRACTS | $16,185,237 | F |
| COMMON COLLECTIVE FUNDS | $3,094,492 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,279,729 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| HEALTH CLAIMS PAYABLE | $825,767 |
| PAYROLL TAXES PAYABLE | $6,554 |
| RECIPROCALS' CONTRIBUTIONS PAYABLE | $9,886 |
| OPERATING LEASE LIABILITIES | $34,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $876,864 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,181,880 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $628,427 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $628,427 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,553,453 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,804 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,804 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,590,257 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,507,342 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,507,342 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,804 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $373,224 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $410,028 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,917,370 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON SEPTEMBER 8, 2024, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS PAYABLE 373,224. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAUN P SULLIVAN | ||||||||||||||
| EMPLOYEE TRUSTEE | $0 | $171,597 | $0 | $0 | $0 | $13,860 | $0 | $103,561 | $0 | $63,491 | $0 | $352,509 | $0 | $0 |
| THOMAS MANNING | ||||||||||||||
| EMPLOYEE TRUSTEE | $0 | $166,163 | $0 | $0 | $0 | $11,083 | $0 | $112,746 | $0 | $49,018 | $0 | $339,010 | $0 | $0 |
| JONATHAN SINNOTT | ||||||||||||||
| EMPLOYEE TRUSTEE | $0 | $166,163 | $0 | $0 | $0 | $8,569 | $0 | $111,796 | $0 | $49,968 | $0 | $336,496 | $0 | $0 |
| TIMOTHY MCCONWAY | ||||||||||||||
| EMPLOYEE TRUSTEE | $0 | $166,163 | $0 | $0 | $0 | $8,250 | $0 | $100,284 | $0 | $61,480 | $0 | $336,177 | $0 | $0 |
| KIM DEVIZIO | ||||||||||||||
| FUND ADMINISTRATOR | $127,351 | $0 | $0 | $0 | $0 | $0 | $46,439 | $0 | $36,816 | $0 | $210,606 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN AND APPLICABLE LAW. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| STEAMFITTERS LOCAL #475 VACATION FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 222351279 | PROVIDES VACATION BENEFITS TO MEMBERS. | NJ | SECTION 501(C)(9) | 0 | |
| STEAMFITTERS LOCAL #475 EDUCATION FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 226033161 | PROVIDES TRAINING AND EDUCATION TO MEMBERS. | NJ | SECTION 501(C)(3) | 0 | 170(B)(1)(A)(II) |
| STEAMFITTERS LOCAL #475 | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 221305230 | PROVIDES COLLECTIVE BARGAINING FOR MEMBERS. | NJ | SECTION 501(C)(5) | 0 | |
| STEAMFITTERS LOCAL #475 PENSION FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 226029738 | PROVIDES PENSION BENEFITS FOR MEMBERS. | NJ | SECTION 401(A) | 0 | |
| STEAMFITTERS LOCAL #475 SURETY FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 222351695 | PROVIDES ANNUITY BENEFITS FOR MEMBERS. | NJ | SECTION 401(A) | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (66 entries)
| A & A INDUSTRIAL PIPING INC |
| AAA REFRIGERATION SERVICE INC |
| ADVANCED MECHANICAL CORP |
| AMCO ENTERPRISES INC |
| ARMISTEAD MECHANICAL INC |
| BOWEN ENGINEERING CORP |
| BENMAR AIR CONDITIONING LLC |
| BINSKY & SNYDER INC |
| BUIST INC |
| CENTRALPACK ENGINEERING CORPORATION |
| DESESA ENGINEERING CO INC |
| EII INC |
| ENVIRONMENTAL CLIMATE CONTROL INC |
| F & G HEATING MECHANICAL CORP |
| FM SYLVAN INC |
| FOLGORE MOBILE WELDING INC |
| FRAMAN MECHANICAL |
| FURINO & SONS INC |
| H T LYONS INC |
| HAMMOND CONTRACTING CO |
| INDUSTRIAL FIBERGLASS SERVICES |
| IPC LYDON LLC |
| J MOORE & CO |
| JERSEY MECHANICAL CONTR INC |
| JJ WHITE INC |
| JOSEPH JINGOLI & SON INC |
| KF MECHANCIAL LLC |
| MCCLOSKEY MECHANICAL CONTRACTORS INC |
| MECHANICAL ASSOCIATES OF NEW JERSEY |
| MECHANICAL DEGREES INC |
| MERIDIAN SERVICE INDUSTRIES LLC |
| MID-ATLANTIC MECHANICAL INC |
| MMC CONTRACTORS NORTHEAST INC |
| NEIL S SULLIVAN ASSOC LTD |
| OMNI INSTRUMENTATION SERVICES |
| PIPE CRAFT INC |
| PREFERRED MECHANICAL |
| RIGGS DISTLER & CO INC |
| SANDER MECHANICAL SERVICE INC |
| SUNNYFIELD CORPORATION |
| THE BARHAM GROUP LLC |
| WJ POST |
| WDF INC |
| VALIANT MECHANICAL LLC |
| HARRIS ENVIRONMENTAL SYSTEMS INC |
| BENNETT BROTHER MECHANICAL |
| DU MONT MECHANICAL |
| EXCEL CONSTRUCTION & DESIGN |
| EPIC MECHANICAL INC |
| ZABRANZKY MECHANICAL |
| AJ CELIANO INC |
| BRIAN TREMATORE PLUMBING & HEATING |
| COOPER PLUMBING & MECHANICAL |
| DJ'S MECHANINICAL INC |
| DYNAMIC US INC |
| FLEMINGTON INST CO INC |
| FLUIDICS INC |
| LIMBACH COMPANY |
| MATRIX NAC |
| NORTHEAST REMSCO CONSTRUCTION |
| NS CORPORATION |
| PENNETTA INDUSTRIAL CONTRACTING INC |
| RUTGERS UTILITIES |
| THASSIAN MECHANICAL CONTRACTING INC |
| TLP CLIMATE CONTROL SYSTEMS |
| UNITEMP MECHANICAL DEGREES INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STEAMFITTERS LOCAL UNION #475 | ||
| Q | $10,856 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 EDUCATION FUND | ||
| Q | $43,008 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 EDUCATION FUND | ||
| O | $41,415 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| P | $18,793 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| K | $4,902 | ESTIMATED USAGE OF BUILDING |
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| Q | $135,636 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| O | $79,979 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 SURETY FUND | ||
| Q | $103,952 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 SURETY FUND | ||
| O | $52,351 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 VACATION FUND | ||
| Q | $1,152 | SHARE OF ALLOCATED COST |