PLUMBERS & STEAMFITTERS LOCAL 81: Form 990, tax year 2022
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- Organization
- PLUMBERS & STEAMFITTERS LOCAL 81 (EIN 15-6025166)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349310679
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:24:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LOMOND COURT | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 135025950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 156025166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLUMBERS & STEAMFITTERS LOCAL 267 | BusinessNameLine1Txt |
| Business Name Line2 | INSURANCE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLUM | BusinessNameControlTxt |
| Phone | 3154331554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 TWIN OAKS DRIVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL D NANNO | PersonNm |
| Person Title | FUND MANAGER | PersonTitleTxt |
| Phone | 3154331554 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | NANNO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY A PEARSALL CPA | PreparerPersonNm |
| PTIN | P01262321 | PTIN |
| Phone | 3157355216 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL D NANNO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 TWIN OAKS DRIVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,579,718 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UALOCAL81.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | EMPLOYEE BENEFITS FUND | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 11 | 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 | $10,461,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,952,658 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,307,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,110,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | $280,685 | PYOtherRevenueAmt |
| CY Other Revenue | $216,460 | CYOtherRevenueAmt |
| PY Total Revenue | $13,049,655 | PYTotalRevenueAmt |
| CY Total Revenue | $11,279,730 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $9,565,313 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,226,570 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $388,277 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $398,340 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $509,304 | PYOtherExpensesAmt |
| CY Other Expenses | $504,779 | CYOtherExpensesAmt |
| PY Total Expenses | $10,462,894 | PYTotalExpensesAmt |
| CY Total Expenses | $11,129,689 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,586,761 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $150,041 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,912,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,245,461 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $291,056 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,757,913 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,954,405 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE VARIOUS BENEFITS TO MEMBERS WHOSE EMPLOYERS ARE SUBJECT TO UNION AGREEMENTS REQUIRING CONTRIBUTIONS TO THE FUND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PROGRAM PROVIDES HEALTH, DENTAL, AND LIFE INSURANCE BENEFITS. | 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 | 11 | 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 |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | MICHAEL NANNO FUND MANAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3154377397 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 TWIN OAKS DRIVE | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13206 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN DINEEN | ||||||
| EMPLOYER TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| STEVE PERRY | ||||||
| EMPLOYER TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| PATRICK BONNELL | ||||||
| EMPLOYER TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| EARL HALL | ||||||
| EMPLOYER TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MARK STAUB | ||||||
| EMPLOYER TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| GREGORY LANCETTE | ||||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $144,329 | $88,210 | |
| BRADLEY WARD | ||||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $125,619 | $83,388 | |
| MARCUS WILLAMEE | ||||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $125,619 | $83,388 | |
| GERALD MORLEY JR | ||||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $125,619 | $83,388 | |
| DAVID WABY | ||||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES FREDENBURG | ||||||
| UNION TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL D NANNO | ||||||
| FUND MANAGER | 16.00 | $104,607 | $0 | $51,522 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,607 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $521,186 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $389,896 | 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 | UMR | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 JAMES ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | BENEFIT CLAIMS ADMINISTRATOR | ServicesDesc |
| Compensation | $224,921 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTION | 900099 | $9,748,516 | $9,748,516 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $189,901 | $189,901 |
| MADOFF RELATED RECOVERIES | 900099 | $14,241 | $14,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,952,658 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $729,871 | TotalRevenueColumnAmt |
| Exclusion | $729,871 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,680,729 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,299,988 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $380,741 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $380,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $380,741 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED EXPENSES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $216,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $216,460 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $216,460 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,279,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,549,859 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $729,871 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,226,570 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,411 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,150 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,779 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,344 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,160 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,423 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,313 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,147 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,152 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,609 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UMR ADMIN FEES | $224,921 |
| PRESCRIPTION DRUG ADMIN | $48,552 |
| TRUSTEE MEETINGS AND CO | $1,214 |
| MEMBERSHIP DUES | $720 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,129,689 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,105 | BOYAmt |
| EOY | $773,185 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,910 | BOYAmt |
| EOY | $1,252,649 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,320,072 | BOYAmt |
| EOY | $1,089,280 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,785 | BOYAmt |
| EOY | $1,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364 | BOYAmt |
| EOY | $1,140 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,485,662 | BOYAmt |
| EOY | $24,125,805 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500,454 | BOYAmt |
| EOY | $6,861,830 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,454 | BOYAmt |
| EOY | $139,788 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,912,806 | BOYAmt |
| EOY | $34,245,461 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,256 | BOYAmt |
| EOY | $75,840 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,637 | BOYAmt |
| EOY | $215,216 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,893 | BOYAmt |
| EOY | $291,056 | 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 | $38,757,913 | BOYAmt |
| EOY | $33,954,405 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,757,913 | BOYAmt |
| EOY | $33,954,405 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,912,806 | BOYAmt |
| EOY | $34,245,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $150,041 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,953,549 | 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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,347 | DepreciationAmt |
| Book Value | $1,140 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,654 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,140 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REALTY COLLECTIVE TRUST | $3,204,457 | F |
| STABLE VALUE FUND | $3,657,373 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,861,830 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECIPROCITY PAYABLE | $191,514 |
| DUE TO AFFILIATED FUND | $23,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $215,216 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,056,298 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,953,549 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$4,953,549 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,009,847 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $53,423 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $216,460 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $269,883 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,279,730 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,859,806 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$216,460 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$216,460 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,076,266 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $53,423 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $53,423 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,129,689 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REIMBURSED EXPENSES 216,460. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REIMBURSED EXPENSES -216,460. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY LANCETTE | ||||||||||||||
| UNION TRUSTEE | $0 | $138,479 | $0 | $0 | $0 | $5,850 | $0 | $65,102 | $0 | $23,108 | $0 | $232,539 | $0 | $0 |
| BRADLEY WARD | ||||||||||||||
| UNION TRUSTEE | $0 | $119,769 | $0 | $0 | $0 | $5,850 | $0 | $60,280 | $0 | $23,108 | $0 | $209,007 | $0 | $0 |
| MARCUS WILLAMEE | ||||||||||||||
| UNION TRUSTEE | $0 | $119,769 | $0 | $0 | $0 | $5,850 | $0 | $60,280 | $0 | $23,108 | $0 | $209,007 | $0 | $0 |
| GERALD MORLEY JR | ||||||||||||||
| UNION TRUSTEE | $0 | $119,769 | $0 | $0 | $0 | $5,850 | $0 | $60,280 | $0 | $23,108 | $0 | $209,007 | $0 | $0 |
| MICHAEL D NANNO | ||||||||||||||
| FUND MANAGER | $104,607 | $0 | $0 | $0 | $0 | $0 | $28,850 | $0 | $22,672 | $0 | $156,129 | $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 | MEMBERS OF MANAGEMENT ARE PROVIDED WITH A COPY OF THE 990 PRIOR TO FILING FOR REVIEW. THE 990 WILL ONLY BE FILED ONCE MANAGEMENT GIVES APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PERSONS COVERED UNDER THE CONFLICT OF INTEREST POLICY INCLUDE TRUSTEES, EMPLOYEES, SERVICE PROVIDERS AND THEIR FAMILY MEMBERS. IF ANY MEMBER OF THE AFFECTED GROUP BELIEVES THERE MAY BE A CONFLICT OF INTEREST, SUCH INFORMATION SHALL BE PROVIDED TO THE ADMINISTRATOR OF THE FUNDS WHO SHALL SO ADVISE THE BOARD AT THE NEXT SCHEDULED MEETING UNLESS THE MATTER IS URGENT. ANY DELIBERATION BY THE BOARD ON SUCH INFORMATION SHALL NOT INCLUDE THE INDIVIDUAL(S) INVOLVED. THE BOARD SHALL CONDUCT AN INVESTIGATION AND THEREAFTER REVIEW THE INVESTIGATIVE REPORT AND ACT AS DETERMINED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | MEMBERS OF MANAGEMENT MEET TO DETERMINE COMPENSATION FOR EMPLOYEES BY USE OF DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. CONTEMPORANEOUSLY DOCUMENTING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND NO CONFLICT OF INTEREST IS INVOLVED.THE LAST POSITION FOR WHICH THIS PROCESS WAS USED TO ESTABLISH COMPENSATION WAS FUND MANAGER. THE YEAR IN WHICH THIS WAS LAST UNDERTAKEN WAS 2006. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST AT THE UNION OFFICE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| LOCAL UNION NO 81 | |||||||||
| 107 TWIN OAKS DRIVE | SYRACUSE | NY | 13206 | 853095954 | UNION | NY | 501 (C)(6) | N/A | 0 |
| PLUMBERS & STEAMFITTERS LOCAL 81 JATC FUND | |||||||||
| 107 TWIN OAKS DRIVE | SYRACUSE | NY | 13206 | 161330386 | PROVIDE INSTRUCTION & TRAINING TO APPRENTICES & JOURNEMAN OF THE LOCAL 267 | NY | 501 (C)(3) | N/A | 0 |
| PLUMBERS & STEAMFITTERS LOCAL 267 PENSION FUND | |||||||||
| 107 TWIN OAKS DRIVE | SYRACUSE | NY | 13206 | 150347955 | PENSION FUND | NY | 401 (A) | N/A | 0 |
| PLUMBERS & STEAMFITTERS LOCAL 81 ANNUITY FUND | |||||||||
| 107 TWIN OAKS DRIVE | SYRACUSE | NY | 13206 | 161103194 | ANNUITY FUND | NY | 401 (A) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (44 entries)
| Legal Domicile StateLegalDomicileStateCd |
|---|
| AFT |
| NY |
| AIR TEMP HEATING & AC INC |
| NY |
| AIRSIDE TECHNOLOGY |
| NY |
| BETLEM SERVICE |
| NY |
| BRANDELES |
| NY |
| BURNS BROS CONTRACTORS |
| NY |
| C&S TECHNICAL RESOURCES |
| NY |
| CARRIER BUILDING SERVICES |
| NY |
| CORNELL |
| NY |
| CROSBY BROWNLIE |
| NY |
| JOHN W DANFORTH COMPANY |
| NY |
| DAVIS MECHANICAL INC |
| NY |
| DFM MECHANICAL SERVICES INC |
| NY |
| DW AND CREW MECHANICALS INC |
| NY |
| FREY & CAMPBELL INC |
| NY |
| HONEYWELL INC |
| NY |
| HYDE-STONE |
| NY |
| ICE BUILDERS INC |
| NY |
| J & K PLUMBING AND HEATING CO INC |
| NY |
| J&A MECHANICAL |
| NY |
| JOHNSON CONTROLS INC |
| NY |
| KIMBLE MECHANICAL CONTRACTOR |
| NY |
| FRANK LILL & SONS |
| NY |
| KISTLER |
| NY |
| MONROE PIPING |
| NY |
| MRL |
| NY |
| LMC |
| NY |
| MAZZA MECHANICAL |
| NY |
| OSWEGO MECHANICAL |
| NY |
| MOLLENBERG-BETZ |
| NY |
| PICCIANO |
| NY |
| POSTLER & JAECKLE CORP |
| NY |
| PROFESSIONAL TRADESMEN |
| NY |
| SIRACUSA |
| NY |
| S&R KING MECHANICAL |
| NY |
| SIEMENS |
| NY |
| STEPHEN S STARR |
| NY |
| TRANE |
| NY |
| TECH TEMP TRANSFER |
| NY |
| THURSTON DUDEK |
| NY |
| UPSTATE PIPING |
| NY |
| WILTSIE |
| NY |
| MITTEN FLUIDPOWER |
| NY |
| T BELL MECH |
| 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 | 0 | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PLUMBERS & STEAMFITTERS LOCAL 267 PENSION FUND | ||
| O | $177,605 | GENERAL LEDGER |
| PLUMBERS & STEAMFITTERS LOCAL 81 ANNUITY FUND | ||
| O | $38,855 | GENERAL LEDGER |
| PLUMBERS & STEAMFITTERS LOCAL 267 PENSION FUND | ||
| K | $7,152 | GENERAL LEDGER |