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LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOCAL 522 WELFARE FUND OF NEW YORK & NEW JERSEY (EIN 22-6062063)
Tax period
2023-08-01 to 2024-07-31
Filed
2025-04-25
IRS object ID
202541159349300014
Schema version
2023v6.0
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)
Return2025-04-25T06:59:42-05:00ReturnTs
Tax Period End2024-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 SEVENTH AVENUE 16TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226062063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 522 WELFAREBusinessNameLine1Txt
Business Name Line2FUND OF NEW YORK AND NEW JERSEYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone7188592326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12137 UTICA AVEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11234ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES KANEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7188592326PhoneNum
Signature2025-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH MORELLOPreparerPersonNm
PTINP02146706PTIN
Phone2126951300PhoneNum
Preparation2025-04-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES KANEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12137 UTICA AVEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11234ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$41,473,147GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1954FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$28,014,587PYProgramServiceRevenueAmt
CY Program Service Revenue$28,081,105CYProgramServiceRevenueAmt
PY Investment Income$1,647,407PYInvestmentIncomeAmt
CY Investment Income$813,933CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$29,661,994PYTotalRevenueAmt
CY Total Revenue$28,895,038CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$32,199,210PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$30,047,433CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$782,432PYOtherExpensesAmt
CY Other Expenses$785,961CYOtherExpensesAmt
PY Total Expenses$32,981,642PYTotalExpensesAmt
CY Total Expenses$30,833,394CYTotalExpensesAmt
PY Revenues Less Expenses-$3,319,648PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,938,356CYRevenuesLessExpensesAmt
Total Assets BOY$12,924,279TotalAssetsBOYAmt
Total Assets EOY$11,196,784TotalAssetsEOYAmt
Total Liabilities BOY$4,936,494TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,001,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,987,785NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,195,784NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 Document40IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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 Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
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 Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7188592326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12137 UTICA AVEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11234ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES KANE
TRUSTEE2.0040.00Yes (X)$0$116,600$50,060
DANIEL KANE SR
TRUSTEE2.002.00Yes (X)$0$0$0
JOHN WAGNER
TRUSTEE2.002.00Yes (X)$0$0$0
DENNIS MCGUIRE
TRUSTEE2.002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$116,600TotReportableCompRltdOrgAmt
Total Other Compensation$50,060TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA LIFE INSURANCE CO
151 FARMINGTON AVENUEHARTFORDCT06156MEDICAL ADMINISTRATOR$1,012,277
UNITED TEAMSTER FUND
2137 UTICA AVENUEBROOKLYNNY11234THIRD PARTY ADMINISTRATOR$545,091
DJ O'GRADY CONSULTANT
3219 E TREMONT AVENUEBRONXNY10461MENTAL HEALTH CONSULTING$208,796
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$28,022,900$28,022,900
COBRA CONTRIBUTIONS525100$58,205$58,205
FieldValueIRS element (for citing)
Total Program Service Revenue$28,081,105TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$284,563TotalRevenueColumnAmt
Exclusion$284,563ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,107,479SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,578,109SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$529,370SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$529,370TotalRevenueColumnAmt
Exclusion$529,370ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,895,038TotalRevenueColumnAmt
Related Or Exempt Func Income$28,081,105RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$813,933ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$30,047,433TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$45,050TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$80,884TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,965TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$569,091TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,403TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,659TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,738TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,171TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,833,394TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$441,739BOYAmt
EOY$88,792EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,923,330BOYAmt
EOY$940,665EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,773,370BOYAmt
EOY$2,682,015EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$67,000BOYAmt
EOY$146,993EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,602,318BOYAmt
EOY$7,338,319EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,924,279BOYAmt
EOY$11,196,784EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$136,494BOYAmt
EOY$71,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,800,000BOYAmt
EOY$4,930,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,936,494BOYAmt
EOY$5,001,000EOYAmt
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$7,987,785BOYAmt
EOY$6,195,784EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,987,785BOYAmt
EOY$6,195,784EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,924,279BOYAmt
EOY$11,196,784EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,938,356ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$134,817NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$11,538OtherChangesInNetAssetsAmt
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

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

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCLAIMS INCURRED BUT NOT REPORTEDDesc
Amt$4,930,000Amt
FieldValueIRS element (for citing)
Total Liability$4,930,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,015,427TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$134,817NetUnrealizedGainsInvstAmt
Other Revenue$11,538OtherRevenueAmt
Revenue Not Reported$146,355RevenueNotReportedAmt
Revenue Subtotal$28,869,072RevenueSubtotalAmt
Investment Expenses Not Incld$25,965InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$25,965RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,895,037TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$30,677,428TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$30,677,428ExpensesSubtotalAmt
Investment Expenses Not Incld2$25,965InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$130,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$155,965ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$30,833,393TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE PLAN 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 ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JULY 31, 2024 AND 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:MISCELLANEOUS INVESTMENT INCOME 10,463. OTHER INCOME LITIGATION SETTLEMENT 1,075.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INCREASE IN BENEFIT OBLIGATIONS 130,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJAMES KANEPersonNm
TitleTRUSTEETitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$115,601CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$999OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$34,190DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$15,870NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$166,660TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2LINE 2 EXPLANATION - JAMES KANE AND DANIEL KANE, SR. - FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BLINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRES ARE MADE TO THE PREPARER AS NEEDED.
FORM 990, PART VI, SECTION C, LINE 19THE FUND'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH ITS ANNUAL FORM 5500 FILING WITH THE DOL AND IRS. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:MISCELLANEOUS INVESTMENT INCOME 10,463. OTHER INCOME LITIGATION SETTLEMENT 1,075.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
LOCAL UNION 522 IBT
1308 PIERCE STREETRAHWAYNJ07065221585985LABOR UNIONNY501(C)(5)0
LOCAL 522 PENSION FUND
2137 UTICA AVEBROOKLYNNY11234116171611PENSION BENEFIT FUNDNY501(A)0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (76 entries)

Primary ActivitiesPrimaryActivitiesTxtControlled OrganizationControlledOrganizationInd
700 SHORE ROAD WATERSEDGE
CONTRIBUTING EMPLOYER0
AABR INC
CONTRIBUTING EMPLOYER0
ABBE LUMBER
CONTRIBUTING EMPLOYER0
ABCO REFRIGERATION
CONTRIBUTING EMPLOYER0
ABM INDUSTRY
CONTRIBUTING EMPLOYER0
ALLIED BUILDING PRODUCT CORP
CONTRIBUTING EMPLOYER0
BAY RIDGE NISSAN
CONTRIBUTING EMPLOYER0
BEARINGS LIMITED
CONTRIBUTING EMPLOYER0
BIRCH LUMBER
CONTRIBUTING EMPLOYER0
BROOKLYN AUDI
CONTRIBUTING EMPLOYER0
BROWN BUILDERS
CONTRIBUTING EMPLOYER0
BUILDERS GENERAL SUPPLY
CONTRIBUTING EMPLOYER0
CBF TRUCKING INC
CONTRIBUTING EMPLOYER0
CITY LUMBER
CONTRIBUTING EMPLOYER0
COLGATE RENTALS CORP
CONTRIBUTING EMPLOYER0
CORE MAIN
CONTRIBUTING EMPLOYER0
CUSTOM EP LLC
CONTRIBUTING EMPLOYER0
DEEPDALE COUNTRY CLUB
CONTRIBUTING EMPLOYER0
ELCONGDON & SONS
CONTRIBUTING EMPLOYER0
EASTERN MILLWORK
CONTRIBUTING EMPLOYER0
EASTERN STEEL
CONTRIBUTING EMPLOYER0
ELECTRONIC HARDWARE CORP
CONTRIBUTING EMPLOYER0
FERRARA LUMBER CORP
CONTRIBUTING EMPLOYER0
FIREBIRD FREIGHT
CONTRIBUTING EMPLOYER0
FRED'S SERVICE CENTER
CONTRIBUTING EMPLOYER0
FRESH MEADOWS COUNTRY CLUB
CONTRIBUTING EMPLOYER0
GARBER BUILDING SUPPLIES
CONTRIBUTING EMPLOYER0
GARDEN STATE LUMBER PRODUCTS
CONTRIBUTING EMPLOYER0
GEMTOR
CONTRIBUTING EMPLOYER0
GERSHOW RECYCLING CORP
CONTRIBUTING EMPLOYER0
I RAUCH'S & SONS
CONTRIBUTING EMPLOYER0
ISLAND AUTOMOTIVE
CONTRIBUTING EMPLOYER0
J ALPERIN
CONTRIBUTING EMPLOYER0
JAD CORP
CONTRIBUTING EMPLOYER0
JFK TRUCKING
CONTRIBUTING EMPLOYER0
KINGS AUTOMOTIVE
CONTRIBUTING EMPLOYER0
KSK AUTOMOTIVE
CONTRIBUTING EMPLOYER0
LENOBLE
CONTRIBUTING EMPLOYER0
LOCAL UNION NO 522
CONTRIBUTING EMPLOYER0
MANUFACTURES RESERVE SUPPLY
CONTRIBUTING EMPLOYER0
MAYFLOWER SALES CO
CONTRIBUTING EMPLOYER0
MERCURY PAINT
CONTRIBUTING EMPLOYER0
MILLERS AUTO PARTS OF MT KISKO
CONTRIBUTING EMPLOYER0
MOTIVE PARTS
CONTRIBUTING EMPLOYER0
MRZ TRUCKING
CONTRIBUTING EMPLOYER0
NEAT HEAT CLIMATE CONTROL
CONTRIBUTING EMPLOYER0
NEW ERA LUMBER
CONTRIBUTING EMPLOYER0
OMNI RECYCLING OF WESTBURY
CONTRIBUTING EMPLOYER0
OMNI RECYCLING OF INWOOD
CONTRIBUTING EMPLOYER0
OPERATIVE CAKE
CONTRIBUTING EMPLOYER0
PARTS AUTHORITY
CONTRIBUTING EMPLOYER0
POINT BAY FUEL
CONTRIBUTING EMPLOYER0
POST AIR FREIGHT TRUCKING
CONTRIBUTING EMPLOYER0
PRIME AUTO PARTS
CONTRIBUTING EMPLOYER0
PRO LINE WAREHOUSING
CONTRIBUTING EMPLOYER0
PUBLIC SERVICE TRUCK
CONTRIBUTING EMPLOYER0
RAMADA PLAZA
CONTRIBUTING EMPLOYER0
RONDI AUTOMOBILE
CONTRIBUTING EMPLOYER0
ROSENZWEIG LUMBER COMPANY
CONTRIBUTING EMPLOYER0
RP BAKING LLC
CONTRIBUTING EMPLOYER0
S&J SHEET METAL SUPPLY
CONTRIBUTING EMPLOYER0
SFELDMAN
CONTRIBUTING EMPLOYER0
SHEA NASSAU SUFFOLK DELIVERY
CONTRIBUTING EMPLOYER0
SHORE POINT DISTRIBUTING
CONTRIBUTING EMPLOYER0
SKYLINE WINDOWS
CONTRIBUTING EMPLOYER0
SRS DISTRIBUTION
CONTRIBUTING EMPLOYER0
STATION AUTO PARTS & PAINT
CONTRIBUTING EMPLOYER0
STEEL BUILDING COMPONENTS LLC
CONTRIBUTING EMPLOYER0
SYSTEM FREIGHT
CONTRIBUTING EMPLOYER0
TIFFANY LUMBER COM
CONTRIBUTING EMPLOYER0
TILDEN HUNTINGTON
CONTRIBUTING EMPLOYER0
TULNOY LUMBER
CONTRIBUTING EMPLOYER0
TYLER DISTRIBUTION CENTERS
CONTRIBUTING EMPLOYER0
UNITED SUPPLY
CONTRIBUTING EMPLOYER0
WORLD TRADE CFS LLC
CONTRIBUTING EMPLOYER0
WIL-BAR
CONTRIBUTING EMPLOYER0
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd