2023-10-13T07:54:46-07:00 2022-12-31 611632657 MANFRE CPA PC 84 Business Park Dr Ste 204 Armonk NY 10504 990 2022-01-01 222586287 SHEET METAL WORKERS LOCAL UNION NO 25 NEW JERSEY WELFARE FUND SHEE 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 JOSEPH DEMARK JR Trustee 2023-10-13 true JOSEPH DEMARK JR 999009999 true Joseph E Manfre CPA P00364785 9147300700 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 440 BARELL AVENUE CARLSTADT NJ 07072 12372350 false X N/A X 1985 NJ SEE PAGE 2 FOR ORGANIZATION'S MISSION STATEMENT 6 0 13 0 0 13300428 11952890 452919 402437 46933 17023 13800280 12372350 0 10514802 11573409 553827 517544 0 0 726221 649181 11794850 12740134 2005430 -367784 26617472 25094876 1323848 2126909 25293624 22967967 THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false false false false false false false false true true false true true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 2 0 true 13 true false false false false false false false false X 6 0 false false false false false false false true true false false true false true true false true false X BOARD OF TRUSTEES 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 X KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 50.00 0.00 157421 0 80958 VIRGINIA OLSEN ASSOC ADMINISTRA. 40.00 0.00 128195 0 83230 JOAN A BARRETT OFFICE CLERK 40.00 0.00 19152 0 32823 JOSEPH DEMARK JR Trustee 5.00 0.00 X 0 0 0 CRAIG HOFFMANN Trustee 5.00 0.00 X 0 0 0 FRANK CREEGAN Trustee 5.00 0.00 X 0 0 0 JOSEPH MELAHN Trustee 5.00 0.00 X 0 0 0 MARK MIHAL Trustee 5.00 0.00 X 0 0 0 LORI ESHENAUR Trustee 5.00 0.00 X 0 0 0 304768 197011 2 false true false AMALGAMATED LIFE INSURANCE 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 STOP LOSS INSUR 430819 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 TPA MEDICAL BENEFITS 352165 UNICARE LIFE & HEALTH INSUR CO PO BOX 511300 LOS ANGELES CA 90051 LIFE & AD&D INSUR 203293 CIGNA HEALTHCARE 499 WASHINGTON BLVD JERSEY CITY NJ 07310 TPA DENTAL AND DRUGS 111009 THE SEGAL COMPANY 333 WEST 34 TH STREET NEW YORK NY 100012402 ACTUARIAL / MEDICAL CONS 115650 5 0 COBRA 110162 110162 EMPLOYER CONTRIBUTIONS 10867119 10867119 RETIREES 651845 651845 SASMI 323764 323764 11952890 0 402437 402437 0 0 0 0 0 0 EMPLOYER REIMB LEGAL INT 17023 17023 17023 12372350 12355327 17023 0 0 0 11573409 157421 0 147347 54808 142203 15765 0 28709 55020 0 0 94536 0 0 7696 0 0 17938 0 0 12969 0 0 6513 12239 THIRD PARTY ADMINISTRATOR 463128 ACTUARY FEES 115650 COMPUTER PROCESSING SER 42696 OTHER PROFESSIONAL FEES 7940 -215853 12740134 0 0 0 2043737 1780619 399754 464093 0 862056 762726 0 0 0 0 0 305684 293659 18538 12025 5109230 4624751 16387848 15294584 0 0 1796309 2156078 26617472 25094876 175448 124809 1148400 2002100 1323848 2126909 X 25293624 22967967 25293624 22967967 26617472 25094876 -367784 -1957873 X false true X true false 97693 85668 12025 164911 164911 43080 43080 12025 15294584 FUND SERVICE FACILITY 5302 LOCAL UNION NO. 25 115438 LOCAL UNION NO. 25 JOINT LABOR MANAGEMEN 9207 LOCAL UNION NO. 25 NEW JERSEY ANNUITY FU 134203 LOCAL UNION NO. 25 NEW JERSEY EDUCATION 92754 LOCAL UNION NO. 25 NEW JERSEY VACATION 15738 PAL/CLUB 25 10027 SMACNA 2298 THIRD PARTY BENEFIT & SERVICE PROVIDERS 1771111 2156078 CLAIMS INCURRED BUT NOT REPORTED 887670 CLAIMS PAYABLE 1114430 2002100 10319941 -1957873 -1957873 12277814 94536 94536 12372350 11791898 11791898 94536 853700 948236 12740134 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN IBNR $422474 CHANGES IN CLAIMS PAYABLE $431226 false false false KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 157421 80958 238379 VIRGINIA OLSEN ASSOC ADMINISTRA. 128195 83230 211425 VIRGINIA OLSEN NIECE 128195 SALARY ASSOC ADMIN false VIRGINIA OLSEN NIECE 83230 BENEFITS ASSOC ADMIN false Form 990, Part VI, Section B, Line 11b THE FORM 990 WAS PROVIDED TO THE PLAN ADMINISTRATOR, WHO THEN REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES OF THE FUND BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Section B, Line 15b THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION OF ALL FUND EMPLOYEES AND DETERMINES WHAT LEVEL OF COMPENSATION IS APPROPRIATE FOR THEM GIVEN CURRENT CONTRACTUAL AND MARKET CONDITIONS. Form 990, Part VI, Section C, Line 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ONCE A REQUEST IS MADE, THE MANAGEMENT OF THE FUND ARRANGES A MUTUALLY CONVENIENT MEETING TO REVIEW ALL REQUESTED INFORMATION TO THE REQUESTED PARTIES SATISFACTION. SMW FUNDS SERVICE FACILITY INC 440 BARELL AVENUE CARLSTADT NJ 07072 222746135 RENT INCOME/ PAYS EXP OF PROPERTY OWNED NJ 501 (C) (2) N/A false SMW LOCAL UNION NO 25 NJ ANNUITY FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586286 DEFINED CONTRIBUTION PENSION PLANS NJ 501 (A) N/A false SMW LOCAL UNION NO 25 VACATION FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586290 PROVIDES VACATION BENEFITS TO MEMBERS NJ 501C (9) N/A false BENMAR CONDITIONAIRE CORP 65 CLIFTON BLVD PO BOX 445 CLIFTON NJ 07015 NJ N/A false BONLAND INDUSTRIES PO BOX 200 WAYNE NJ 07470 NJ N/A false BROTHERS SHEET METAL 15 GRANVIEW DRIVE NEWTON NJ 07860 NJ N/A false CAPITAL HARDWARE SUPPLY 10 RAILROAD AVENUE CLOSTER NJ 07624 NJ N/A false D&M SHEET METAL 430 CENTRAL AVENUE EAST RUTHERFORD NJ 07073 NJ N/A false DYNAMIC BALANCING 93 DRS JAMES PARK BLVD RED BANK NJ 07701 NJ N/A false EMPIRE TESTING & BALANCING PO BOX 128 MAHWAH NJ 07430 NJ N/A false ENVIRONMENTAL CLIMATE CONTROL 61 PATTERSON AVENUE WALLINGTON NJ 07057 NJ N/A 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BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SMWL 25 WELFARE FUND 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SKANSKA CONSTRUCTION 1633 LITTLETON ROAD PARSIPPANY NJ 07054 NJ N/A false ULTIMATE COMFORT CONTROL CORP 2 KIEL AVENUE KINNELON NJ 07405 NJ N/A false WUN-CALL LLC PO BOX 3001 NEWTON NJ 07860 NJ N/A false AIR & SPECIALTIES 26 SHEFFIELD AVENUE MOUNTANSIDE NJ 07092 NJ N/A false AIR POWER ONE OAK ROAD FAIRFIELD NJ 07004 NJ N/A false AIRSIDE INC 246 BRIGHTON ROAD ANDOVER NJ 07821 NJ N/A false SASMI TRUST FUND 8403 ARLINGTON BLVD SUITE 31 FAIRFAX VA 22031 VA N/A false RICHARD SHEET METAL INC 140 ATLANTIC STREET HACKENSACK NJ 07601 NJ N/A false CHRIS ANDERSON ROOFING 575 SAYRE AVENUE PERTH AMBOY NJ 08861 NJ N/A false PTL SHEET METAL 70 DAVIS STREET DUMONT NJ 07628 NJ N/A false DRS AIR BALANCING CORP 17 WOODPORT ROAD STE 2A SPARTA NJ 07871 NJ N/A false PREFERRED MECHANICAL INC 134 LOWER MAIN STREET ABERDEEN NJ 07747 NJ N/A false THASSIAN MECHANICAL CONTRACTING 641 RT 36 BELFORD NJ 07718 NJ N/A false L S MECHANICAL 5 LAFAYETTE STREET CARTERET NJ 07008 NJ N/A false NEWARK BOARD OF EDUCATION 2 CEDAR STREET NEWARK NJ 07102 NJ N/A false WDF INC 30 N MACQUESTEN PKWY MT VERNON NY 10550 NY N/A false SAC INSTALLERS 239 DONALDSON AVENUE RUTHERFORD NJ 07070 NJ N/A false BAMCO 30 BAEKELAND AVENUE MIDDLESEX NJ 08846 NJ N/A false BUILT NYG 34 CORTELYOU AVENUE STATEN ISLAND NY 10312 NY N/A false EPIC MECHANICAL INC 3320 ROUTE 66 NEPTUNE NJ 07753 NJ N/A false SMW LOCAL 44 248 PARRISH STREET WILKESBARRE PA 18703 PA N/A false AXIS KITCHEN INSTALLATION LLC 348 FAIRTON MILLVILLE RD BRIDGETON NJ 08302 NJ N/A false CLEAN AIR QUALITY SERVICE 161 BRADY AVE HAWTHORNE NY 10532 NY N/A false CORE MECHANICAL CONTRACTING 4-05 26TH AVENUE QUEENS NY 11102 NY N/A false G P SYSTEMS 25 CRANDALL AVENUE POMPTON LAKES NJ 07442 NJ N/A false THOMAS COMPANY ROOFING 6587 DELIILAH ROAD EGG HARBOR TOWNSHIP NJ 08234 NJ N/A false SMW LOCAL 36 2319 CHOUTEAU AVENUE 100 ST LOUIS MO 63103 MO N/A false KF MECHANICAL LLC MARK REC 28 WOODCREST ROAD WHIPPANY NJ 07981 NJ N/A false KOLBES CONSTRUCTION 314 EDWARDS AVENUE EGG HARBOR CITY NJ 08215 NJ N/A false OXFORD AIRPORT 300 CHRISTIAN STREET OXFORD CT 06478 CT N/A false PATWOOD ROOFING 2 PECKMAN ROAD LITTLE FALLS NJ 07424 NJ N/A false S MECHANICAL LLC 85 PORT TERMINAL BLVD BAYONNE NJ 07002 NJ N/A false M TUCKER INC 1200 MADISON AVENUE PATERSON NJ 07503 NJ N/A false false false false false false false false false false true true false false true true true true false false SMW FUNDS SERVICE FACILITY INC k 21997 LEASE PAYMENTS SMW FUNDS SERVICE FACILITY INC o 6646 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC p 3483 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND j 3618 LEASE ALLOCATE SMW LOCAL UNION NO 25 NJ ANNUITY FUND n 68379 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND o 63756 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND q 77249 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND j 441 LEASE ALLOCATE SMW LOCAL UNION NO 25 VACATION FUND n 7524 ALLOCATED COST SMW LOCAL UNION NO 25 VACATION FUND o 7773 ALLOCATED COST SMW LOCAL UNION NO 25 VACATION FUND q 8895 CASH DISBURSED