STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND (EIN 13-1739714)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-27
IRS object ID
202331789349301223
Schema version
2022v5.0
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)
Return2023-06-27T11:51:32-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131739714EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL UNION OF OPERATINGBusinessNameLine1Txt
Business Name Line2ENGINEERS LOCAL 137 WELFARE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone9147621268PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY LOUGHLINPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone9147621268PhoneNum
Signature2023-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastLOUGHLINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFREY LOUGHLINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$59,495,296GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTP://IUOELOCAL137.COM/WebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1951FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$149,000CYContributionsGrantsAmt
PY Program Service Revenue$22,105,358PYProgramServiceRevenueAmt
CY Program Service Revenue$22,282,751CYProgramServiceRevenueAmt
PY Investment Income$6,535,871PYInvestmentIncomeAmt
CY Investment Income-$1,545,180CYInvestmentIncomeAmt
PY Other Revenue$1,576,986PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$30,218,215PYTotalRevenueAmt
CY Total Revenue$20,886,571CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$22,910,724PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$21,933,414CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,036,382PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,001,401CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses-$183,172PYOtherExpensesAmt
CY Other Expenses$654,275CYOtherExpensesAmt
PY Total Expenses$23,763,934PYTotalExpensesAmt
CY Total Expenses$23,589,090CYTotalExpensesAmt
PY Revenues Less Expenses$6,454,281PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,702,519CYRevenuesLessExpensesAmt
Total Assets BOY$37,791,600TotalAssetsBOYAmt
Total Assets EOY$32,122,929TotalAssetsEOYAmt
Total Liabilities BOY$6,135,075TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,688,458TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,656,525NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,434,471NetAssetsOrFundBalancesEOYAmt
MissionTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.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 Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
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 Mem0BusinessRlnWithFamMemInd
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 Document842IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Line1RITA KOSTIKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9147621268PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 PLEASANTVILLE ROADAddressLine1Txt
CityBRIARCLIFF MANORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10510ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFFREY LOUGHLIN
UNION TRUSTEE1.000.00Yes (X)$0$0$0
JAMES SASSO
UNION TRUSTEE1.000.00Yes (X)$0$0$0
MICHAEL MILLER
UNION TRUSTEE1.000.00Yes (X)$0$0$0
RICHARD LOMBARDI
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
MARK FANTE
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
JOHN COONEY
EMPLOYER TRUSTEE1.000.00Yes (X)$0$0$0
RITA KOSTIK
FUND MANAGER8.0032.00$165,017$0$62,561Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$165,017TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$62,561TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BASIL CASTROVINCI & ASSOC
36 HOPATCHUNG RDHOPATCONGNJ07843ACTUARY/MED TPA$582,823
SCHULTHEIS & PANETTIERI LLP
450 WIRELESS BLVDHAUPPAUGENY11788ACCOUNTANT$242,405
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$149,000GovernmentGrantsAmt
Total Contributions$149,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIB237310$18,846,476$18,846,476
PARTICIPANTS' CONTRIB237310$3,436,275$3,436,275
FieldValueIRS element (for citing)
Total Program Service Revenue$22,282,751TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$637,993TotalRevenueColumnAmt
Exclusion$637,993ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$36,425,552SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,608,725SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,183,173SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,183,173TotalRevenueColumnAmt
Exclusion-$2,183,173ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,886,571TotalRevenueColumnAmt
Related Or Exempt Func Income$22,282,751RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,545,180ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$21,933,414TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$227,578TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

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

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$295,466TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$138,961TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,233TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$33,953TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$157,166TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$116,872TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,652TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,062TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,327TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$56,200TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,489TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
PENS REL CHANGES OTHER$859,079
REIMB PAYROLL,BEN & TAX-$669,525

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,589,090TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,602,786BOYAmt
EOY$915,295EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$800,905BOYAmt
EOY$705,524EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,909,375BOYAmt
EOY$5,424,262EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,996,251BOYAmt
EOY$24,927,594EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$482,283BOYAmt
EOY$150,254EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$37,791,600BOYAmt
EOY$32,122,929EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$273,595BOYAmt
EOY$95,157EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,861,480BOYAmt
EOY$4,593,301EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,135,075BOYAmt
EOY$4,688,458EOYAmt
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$31,656,525BOYAmt
EOY$27,434,471EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,656,525BOYAmt
EOY$27,434,471EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,791,600BOYAmt
EOY$32,122,929EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,702,519ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,519,535NetUnrlzdGainsLossesInvstAmt
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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
CLAIMS PAYABLE$2,390,051
ESCROW LIABILITY$249,354
VACATION BENEFITS PAYABLE$662,000
SAVINGS/PSL BENEFITS PAYABLE$765,000
NET PENSION LIABILITY$526,896
FieldValueIRS element (for citing)
Total Liability$4,593,301TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$19,250,164TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,519,535NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,519,535RevenueNotReportedAmt
Revenue Subtotal$20,769,699RevenueSubtotalAmt
Investment Expenses Not Incld$116,872InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$116,872RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,886,571TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,356,715TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,356,715ExpensesSubtotalAmt
Investment Expenses Not Incld2$116,872InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$884,497OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$767,625ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$23,589,090TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN CLAIMS PAYABLE AND IBNR -1,743,576. PENS REL CHANGS OTHER THAN BENEFIT COSTS 859,079.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

FieldValueIRS element (for citing)
PersonRITA KOSTIKPersonNm
TitleFUND MANAGERTitleTxt
Base Compensation Filing Org$165,017BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$24,753DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$37,808NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$227,578TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J - SUPPLEMENTAL INFORMATIONFormAndLineReferenceDesc
ExplanationRITA KOSTIK RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND MANAGER OF THIS ENTITY AND THE RELATED UNION, LABOR MANAGEMENT COOPERATIVE TRUST, PENSION, APPRENTICE, AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND PORTION OF THESE EXPENSES IS 21% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.ExplanationTxt

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 FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CREVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
APPRENTICE FUND IUOE LOCAL 137
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131968055PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATIONNY501(C)3LINE 2N/A0
THE PENS PLAN IUOE L 137ABCR AFL-CIO
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131825849PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS.NY501(A)N/AN/A0
IUOE ANNUITY FUND LOCAL 137ABCR
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510133204596PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS.NY501(A)N/AN/A0
IUOE LOCAL 137 ABCR
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510131739715LABOR UNIONNY501(C)5N/AN/A0
OPERATING ENGINEERS LOCAL 137 LMC
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510826654758TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENTNY501(C)5N/AN/A0
SEE SCHEDULE R SUPPLEMENTAL INFORMATION

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE R 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 Org0RentalOfFacilitiesToOthOrgInd
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
PART VII - SUPPLEMENTAL INFORMATIONCERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137, 137A, 137B, 137C, 137R (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.
FORM 990 SCHEDULE R, PART IV:FORM 990 SCHEDULE R, PART IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST NAME OF ORGANIZATION 58A J.V.D. INDUSTRIES, LTD. A&J CONSTRUCTION DBA ALCAIDE INC A&K SLIP FORMING INC. ACCESS ANVIL CORP. ALLIED POWER ALLIGATOR CONTRACTING AMEC COMMERCIAL LLC AMERICAN IRON & CRANE, INC AMERICAN PILE AND FOUNDATION LLC AMG DEMOLITION INC A-QUICK PICK CRANE SERVICE ARBEN GROUP, LLC ARGENIO BROTHERS ARMSTRONG ROOFING CORP ASCAPE LANDSCAPE CONST. CORP. ATLANTIC COAST DISMANTLING, LLC ATLAS CONCRETE CORP. AVANTI BUILDING CONSTRUCTION BADGER DAYLIGHTING CORP. BARNHART CRANE & RIGGING CO BAY CRANE SERVICE, INC. BAYSTATE BLASTING, INC BEAM ENTERPRISES, INC BEN CICCONE INC. BILOTTA CONSTRUCTION CORP. BLACK IRON ERECTORS, LLC BLUEPRINT PARTNERS CORP BNC CONTRACTORS INC BOND CIVIL & UTILITY CONSTRUCTION, INC BRADHURST SITE CONSTR. CORP. BREWSTER TRANSIT MIX CORP. BRIAN TREMATORE PLUMBING & HEATING INC BURT CRANE & RIGGING BUTLER CONSTRUCTION GROUP BYRAM CONCRETE&SUPPLY, LLC. CALLANAN INDUSTRIES, INC. CASABELLA CONTRACTING OF NY CB & I STONE & WEBSTER CONST CENTRAL INDUSTRIES, INC CENTRAL PENSION FUND - IUOE CHAMPIONS PAINTING SPECIALTY SERVICES CHARPS, LLC CHERRY HILL GLASS CO. CLARK RIGGING & RENTAL CORP COFIRE ASPHALT CORP. COMMODORE CONSTRUCTION GROUP COMMUNITY CONTRACTORS & BUILDERS CONCRETE CUTTING COMPANY INC. CONSTRUCTION RESOURCES CORP OF NEW YORK CON-TECH CONST. TECHNOLOGY INC COPPOLA PAVING & LANDSCAPING CORP. CRYSTAL CONSTRUCTION, LLC D & J CONCRETE CORP. D.A. COLLINS CONST. CO. INC. DANELLA CONSTRUCTION OF NY INC DARLIND ASSOCIATES INC. DEFOE CORPORATION DONEGAL CONSTRUCTION CORP. DORAL CORPORATION E.E. CRUZ & COMPANY, INC. E.J. ENERGY LLC EASTERN EXCAVATION INC. ECCO III ENTERPRISES INC. EDISON AVENUE RECYCLE ELDERLEE INC. ELQ INDUSTRIES, INC EMI GUIDE RAIL,INC. ERECTION & WELDING CONTRACTING, LLC FAY & WRIGHT EXCAVATING, INC. FOS DEVELOPMENT CORP FROG HOLLOW INDUSTRIES HOLDING CORP. G & T SERVICES INC. GABRIEL STEEL ERECTORS GIANFIA CORP. GORICK CONTSRUCTION CO. INC GRACE INDUSTRIES, LLC H & L CONTRACTING LLC HALMAR INTERNATIONAL LLC HARRISON & BURROWES BRIDGE CON HAWKEYE, LLC HENKELS & MC COY, INC. HIGHLINE RIGGERS LLC HUDSON VALLEY CRANE, LLC HULL CONST. & RESTORATION IMPERIAL IRON WORKS J. FLETCHER CREAMER & SONS INC J. SERVIDONE JR. EQUIPMENT & SALES CORP. JC - DUGGAN INC JECI CORP JESCO, INC. JETT INDUSTRIES, INC. JODI REALTY, LLC JOHN CIVETTA & SONS INC. JOKEN DEVELOPMENT CORPORATION JOSEPH CARDUCCI,INC. JR CRUZ JUDLAU - TC ELECTRIC JV KANE CONTRACTING, INC. KELLER INDUSTRIAL INC KELLER NORTH AMERICA, INC F/K/A HAYWARD BAKER, INC. KENVIL UNITED CORP, KIEWIT-SHEA CONSTRUCTORS L.M. SESSLER EXCAVATING & WRECKIG, INC LAURA LI INDUSTRIES LLC LAWS CONSTRUCTION CORP. LEA ROME EXCAVATING LLC LEGGIO MAINTENANCE CORP LINDE GRIFFITH CONST. CO. LOSPOTO LANDSCAPING MACE CONTRACTING CORPORATION MAXIM CRANE WORKS, INC. MC VAC ENVIRONMENTAL SREV MCCAREY LANDSCAPING, INC. MFM CONTRACTING CORP. MGM YONKERS, INC MOHEGAN ASSOCIATES, INC. MONTESANO CONTRACTING INC MORANO BROTHERS CORP. MPCC CORP. MTS INFRASTRUCTURE LLC NATIONAL WATER MAIN CNG. CO. NDL ASSOCIATES INC. NETWORK INFRASTRUCTURE NICKY DIGGS EXCAVATION /DBA LAND-V-SCAPE NINSA LLC NORDIC CONTRACTING CO. INC NORTH COUNTRY GARDEN CENTER, INC. NORTHBROOK CONTRACTING CORP. NORTHEAST INDUST MAINT INC NORTHSTAR CONTRACTING GROUP, INC NORWALK MARINE CONTRACTORS NY ASPHALT INC. OCS INDUSTRIES, INC OLORI CRANE SERVICE INC. P.A.B. CONTRACTING, CORP. PAGANELLI CONSTRUCTION CORP. PALADINO CONCRETE CREATIONS CO PALEEN CONSTRUCTION CORP. PAPITTO CONSTRUCTION CO., INC. PAT CORSETTI, INC. PATRIOT LOGISTICS, INC PCI INDUSTRIES CORP. PECKHAM MATERIALS CORP. PECKHAM ROAD CORP. PERFECT CUT LANDSCAPING INC. /HUDSON VALLEY TRUCKING PERMADUR INDUSTRIES,INC SISSCO PETER J. LANDI, INC. PETILLO, INC PETRILLO CONTRACTING, INC. PHELPS GUIDE RAIL, INC. PJS GROUP - PAUL J. SCARIANO POSILLICO CIVIL, INC. PRECAST SERVICES INC. PRECISION CARPENTRY OF WESTCHESTER, INC PRECISION CONCRETE PUMPING, I. PRO ASPHALT LLC R. PUGNI & SONS INC. RCA ASPHALT, LLC RESTANI CONSTRUCTION CORP RIGGS DISTLER & CO., INC ROCKTECH INC ROGER & SONS CONCRETE RUTTURA & SONS CONSTRUCTION SAFWAY SERVICES, LLC SAUTTER CRANE RENTAL, INC SCHIAVONE CONSTRUCTION CO., LLC SESSLER BRIDGE SEVENSON ENVIRONMENTAL SHAWN'S LAWN INC SIENICK CIVIL CONSTRUCTION SIMPSON & BROWN INC. SISCA NORTHEAST ASSOCIATES, LLC SITEWORKS CONTRACTING CORP. SKANSKA ECCO III JV SKANSKA USA CIVIL NORTHEAST INC SOIL SOLUTION, INC STATE CONTRACTING CORP. OF NY STEP-MAR CONTRACTING CORP STEVE GIORDANO BLDS, INC. STEVEN DUBNER LANDSCAPING STEVEN LOMBARDI CONSTRUCTION STRUCTURAL SERVICES OF NY INC. STRUCTURAL SYSTEMS, INC. SUBSURFACE CONTRACTORS SUN UP CONSTRUCTION CORP. SUN UP PAYROLL CORP. SUNBELT RENTALS, INC SUPOR RIGGING THALLE INDUSTRIES INC. THE GRASSO COMPANIES LLC THE HILLIS GROUP THE SMEDLEY COMPANY THE TREMSON CORPORATION THOMAS M BRENNAN INC. DBA BBT CONSTRUCTION TILCON NY INC. TMI INDUSTRIES OF NY, INC TRANSIT CONSTRUCTION CORP. TRI CITY STEEL ERECTORS TRI-STATE GROUNDWATER SLOUTIONS, LLC TULLY CONSTRUCTION TUTOR PERINI TYREK HEIGHTS ERECTORS UNDERPINNING & FOUNDATION SKANSKA UNIK GROUP UNION PAVING AND CONSTRUCTION CO, US CONCRETE / JENNA, LLC US PIPELINE V.A. SPATZ AND SONS CONTRUCTION INC. V.S. CONSTRUCTION CORP. VERDE ELECTRIC CORP VERNON HILLS CONTRACTING CORP. VILLA CONSTRUCTION INC. VOLLERS EXCAVATING WATERS CONSTRUCTION CO. INC / DBA WATERS PAVING WESTCHESTER HILLS CONTRACTING LLC WILLIAMS PLANT SERVICES, LLC. YONKERS CONTRACTING CO. INC. YONKERS EXCAVATING CORP.