INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND (EIN 13-1739714)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-02
- IRS object ID
- 202222149349300417
- Schema version
- 2021v4.2
- 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 | 2022-08-02T09:15:38-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131577780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTHEIS & PANETTIERI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WIRELESS BLVD | AddressLine1Txt |
| City | HAUPPAUGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131739714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING | BusinessNameLine1Txt |
| Business Name Line2 | ENGINEERS LOCAL 137 WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9147621268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 PLEASANTVILLE ROAD | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY LOUGHLIN | PersonNm |
| Person Title | UNION TRUSTEE | PersonTitleTxt |
| Phone | 9147621268 | PhoneNum |
| Signature | 2022-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | LOUGHLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL WESTFALL | PreparerPersonNm |
| PTIN | P00539069 | PTIN |
| Phone | 6312734778 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RITA KOSTIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 PLEASANTVILLE ROAD | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,244,829 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HTTP://IUOELOCAL137.COM/ | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 7 | 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 | $19,299,954 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,105,358 | CYProgramServiceRevenueAmt |
| PY Investment Income | $919,110 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,535,871 | CYInvestmentIncomeAmt |
| PY Other Revenue | $143,081 | PYOtherRevenueAmt |
| CY Other Revenue | $1,576,986 | CYOtherRevenueAmt |
| PY Total Revenue | $20,362,145 | PYTotalRevenueAmt |
| CY Total Revenue | $30,218,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $21,105,969 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $22,910,724 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,080,517 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,036,382 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | -$198,197 | PYOtherExpensesAmt |
| CY Other Expenses | -$183,172 | CYOtherExpensesAmt |
| PY Total Expenses | $21,988,289 | PYTotalExpensesAmt |
| CY Total Expenses | $23,763,934 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,626,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,454,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,271,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,791,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,163,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,135,075 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,108,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,656,525 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 842 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA KOSTIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9147621268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 PLEASANTVILLE ROAD | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JEFFREY LOUGHLIN | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES SASSO | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MILLER | ||||||
| UNION TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD LOMBARDI | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FANTE | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN COONEY | ||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RITA KOSTIK | ||||||
| FUND MANAGER | 40.00 | $158,815 | $0 | $107,233 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $158,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,233 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BASIL CASTROVINCI & ASSOC | |||||
| 36 HOPATCHUNG RD | HOPATCONG | NJ | 07843 | ACTUARY/MED TPA | $555,295 |
| SCHULTHEIS & PANETTIERI LLP | |||||
| 450 WIRELESS BLVD | HAUPPAUGE | NY | 11788 | ACCOUNTANT | $235,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS' CONTRIB | 237310 | $18,727,755 | $18,727,755 |
| PARTICIPANTS' CONTRIB | 237310 | $3,377,603 | $3,377,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,105,358 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $573,264 | TotalRevenueColumnAmt |
| Exclusion | $573,264 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,989,221 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,026,614 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,962,607 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,962,607 | TotalRevenueColumnAmt |
| Exclusion | $5,962,607 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION RELATED CHANGES OTHER THA | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,576,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,576,986 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,576,986 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,218,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,682,344 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,535,871 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,910,724 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,048 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,589 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,211 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,683 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,851 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,137 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,710 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,148 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,652 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,515 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,560 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,564 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,973 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMB PAYROLL,BEN & TAX | Desc |
| Total | -$672,431 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,763,934 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,079 | BOYAmt |
| EOY | $2,602,786 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,023 | BOYAmt |
| EOY | $800,905 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,014,433 | BOYAmt |
| EOY | $3,909,375 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,552,992 | BOYAmt |
| EOY | $29,996,251 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,254 | BOYAmt |
| EOY | $482,283 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,271,781 | BOYAmt |
| EOY | $37,791,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,794 | BOYAmt |
| EOY | $273,595 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,828,439 | BOYAmt |
| EOY | $5,861,480 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,163,233 | BOYAmt |
| EOY | $6,135,075 | 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 | $29,108,548 | BOYAmt |
| EOY | $31,656,525 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,108,548 | BOYAmt |
| EOY | $31,656,525 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,271,781 | BOYAmt |
| EOY | $37,791,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,454,281 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,906,304 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS PAYABLE | $3,936,727 |
| ESCROW LIABILITY | $151,853 |
| VACATION BENEFITS PAYABLE | $782,000 |
| PPP LOAN | $149,000 |
| SAVINGS/PSL BENEFITS PAYABLE | $841,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,861,480 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,611,777 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,906,304 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,906,304 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,518,081 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $123,148 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,576,986 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,700,134 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,218,215 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,546,476 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,546,476 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $123,148 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,094,310 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,217,458 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,763,934 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PENSION RELATED CHANGES OTHER THAN BENEFIT COSTS 1,576,986. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN CLAIMS PAYABLE AND IBNR 2,094,310. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA KOSTIK | PersonNm |
| Title | FUND MANAGER | TitleTxt |
| Base Compensation Filing Org | $158,815 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $76,111 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $31,122 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $266,048 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J - SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | RITA 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH THE EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| APPRENTICE FUND IUOE LOCAL 137 | ||||||||||
| 1360 PLEASANTVILLE ROAD | BRIARCLIFF MANOR | NY | 10510 | 131968055 | PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATION | NY | 501(C)3 | LINE 2 | N/A | 0 |
| THE PENS PLAN IUOE L 137ABCR AFL-CIO | ||||||||||
| 1360 PLEASANTVILLE ROAD | BRIARCLIFF MANOR | NY | 10510 | 131825849 | PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. | NY | 501(A) | N/A | N/A | 0 |
| IUOE ANNUITY FUND LOCAL 137ABCR | ||||||||||
| 1360 PLEASANTVILLE ROAD | BRIARCLIFF MANOR | NY | 10510 | 133204596 | PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. | NY | 501(A) | N/A | N/A | 0 |
| IUOE LOCAL 137 ABCR | ||||||||||
| 1360 PLEASANTVILLE ROAD | BRIARCLIFF MANOR | NY | 10510 | 131739715 | LABOR UNION | NY | 501(C)5 | N/A | N/A | 0 |
| OPERATING ENGINEERS LOCAL 137 LMC | ||||||||||
| 1360 PLEASANTVILLE ROAD | BRIARCLIFF MANOR | NY | 10510 | 826654758 | TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT | NY | 501(C)5 | N/A | N/A | 0 |
| SEE SCHEDULE R SUPPLEMENTAL INFORMATION | ||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE R SUPPLEMENTAL INFORMATION | BusinessNameLine1Txt |
| 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 | Yes (1) | 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 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VII - SUPPLEMENTAL INFORMATION | CERTAIN 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 IDENTIFICATION OF RELATED ORGANIZATIONS | TAXABLE AS A CORPORATION OR TRUST (A) NAME OF RELATED ORGANIZATION 58A J.V.D. INDUSTRIES, LTD. A & J CRANE SERVICE, INC / DBA A& J TRUCKING CORP. A&J CONSTRUCTION DBA ALCAIDE INC A&K SLIP FORMING INC. ABLE RIGGING CONTRACTORS ALLIGATOR CONTRACTING AMEC COMMERCIAL LLC AMERICAN IRON & CRANE, INC AMG DEMOLITION INC A-QUICK PICK CRANE SERVICE ARBEN GROUP, LLC ARGENIO BROTHERS ARMSTRONG ROOFING CORP ASHLAR CONSTRUCTION LLC ATLANTIC COAST DISMANTLING, LLC ATLAS CONCRETE CORP. AVANTI BUILDING CONSTRUCTION B M B LEASING CORP. BADGER DAYLIGHTING CORP. BAY CRANE SERVICE, INC. BEAM ENTERPRISES, INC BEN CICCONE INC. BENSON CRANE SERVICE BILOTTA CONSTRUCTION CORP. BOND BROTHERS, INC - DO NOT USE BOND CIVIL & UTILITY CONSTRUCTION, INC BRADHURST SITE CONSTR. CORP. BREWSTER TRANSIT MIX CORP. BURT CRANE & RIGGING BYRAM CONCRETE&SUPPLY, LLC. CAROL EXCAVATION CASABELLA CONTRACTING OF NY CAVALIERE INDUSTRIES INC CENTRAL INDUSTRIES, INC CENTRAL PENSION FUND - IUOE CHERRY HILL GLASS CO. COLONNELLI BROS., INC. 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. DEAN'S CERTIFIED WELDING, INC DEFOE CORPORATION DN TANKS, INC DONEGAL CONSTRUCTION CORP. DORAL CORPORATION DUTCHESS COUNTY CONSTRUCTORS LLC E.E. CRUZ & COMPANY, INC. E.J. ENERGY LLC EAST END BUILDING SERVICES INC EASTERN EXCAVATION INC. ECCO III ENTERPRISES INC. EDISON AVENUE RECYCLE ELDERLEE INC. ELQ INDUSTRIES, INC EMI GUIDE RAIL,INC. ERSI - ENVIRON.REMEDIATION SERV FAY & WRIGHT EXCAVATING, INC. FERRARO PILE & SHORING, INC FRANK MICELI, JR. CONTRACTING FROG HOLLOW INDUSTRIES HOLDING CORP. G & T SERVICES INC. GIANFIA CORP. GRACE INDUSTRIES, LLC GRANITE CONSTRUCTION NORTHEAST GRIFFIN DEWATERING NEW ENGLAN. H & L CONTRACTING LLC HALMAR INTERNATIONAL LLC HARRISON & BURROWES BRIDGE CON HAWKEYE, LLC HELIPORT SYSTEMS INC HENKELS & MC COY, INC. HEWITT YOUNG ELECTRIC LLC HIGHLINE RIGGERS LLC HUDSON VALLEY CRANE, LLC HULL CONST. & RESTORATION IMPERIAL IRON WORKS J. FLETCHER CREAMER & SONS INC J. SERVIDONE JR. EQUIPMENT & SALES CORP. JACKSON DEMOLITION SERVICE INC JC - DUGGAN INC JECI CORP JEMCO ERECTORS, INC JESCO, INC. JETT INDUSTRIES, INC. JODI REALTY, LLC JOHN CIVETTA & SONS INC. JOKEN DEVELOPMENT CORPORATION JOSEPH CARDUCCI,INC. JR CRUZ JUDLAU - TC ELECTRIC JV KELLER INDUSTRIAL INC KELLER NORTH AMERICA, INC F/K/A HAYWARD BAKER, INC. KENVIL UNITED CORP, KIEWIT-SHEA CONSTRUCTORS KINGSTON EQUIPMENT RENTAL, INC KMETZ INC L.M. SESSLER EXCAVATING & WRECKIG, INC LAURA LI INDUSTRIES LLC LAWS CONSTRUCTION CORP. LEA ROME EXCAVATING LLC LEGACY SUPPLY LLC LOSPOTO LANDSCAPING LUNDA CONSTRUCTION COMP. LVI ENVIRONMENTAL SERVICES, INC M ALI CONSTRUCTION INC M.V.M. CONSTRUCTION, LLC MACE CONTRACTING CORPORATION MAXIM CRANE WORKS, INC. MC VAC ENVIRONMENTAL SREV MCCAREY LANDSCAPING, INC. MCNAMEE CONSTRUCTION CORP. MERSINO DEWATERING, INC MFM CONTRACTING CORP. MGM YONKERS, INC MID AMERICA ENERGY SERVICES, INC MIDWEST STEEL ERECTION INC. MOHEGAN ASSOCIATES, INC. MONTESANO CONTRACTING INC MORANO BROTHERS CORP. MORETRENCH AMERICAN CORP. MTS INFRASTRUCTURE LLC NATIONAL WATER MAIN CNG. CO. NDL ASSOCIATES INC. NETWORK INFRASTRUCTURE NICHOLSON CORP. NICKY DIGGS EXCAVATION /DBA LAND-V-SCAPE NORDIC CONTRACTING CO. INC NORTHBROOK CONTRACTING CORP. NORTHEAST INDUST MAINT INC NORTHEAST MESA LLC NORTHEAST STRUCTURAL STEEL NORTHSTAR CONTRACTING GROUP, INC NORWALK MARINE CONTRACTORS O & G INDUSTRIES 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 CONSTRUCTION SERVICES INC PATRIOT LOGISTICS, INC PCI INDUSTRIES CORP. PECKHAM MATERIALS CORP. PERMASTEELISA NORTH AMERICA CORP. PETER J. LANDI, INC. PETILLO, INC PETRILLO CONTRACTING, INC. POSILLICO CIVIL, INC. POWER LINE CONSTRUCTORS INC PRECAST SERVICES INC. PRECISION CARPENTRY OF WESTCHESTER, INC PRECISION CONCRETE PUMPING, I. PRESTIGE DEVELOPMENT SERVICES, INC PRO ASPHALT LLC PROFEX, INC R. PUGNI & SONS INC. RCA ASPHALT, LLC RESTANI CONSTRUCTION CORP RIG ALL INC RIGGS DISTLER & CO., INC ROBERT L. GEROSA INC. ROGER & SONS CONCRETE ROZELL EAST, INC RUSSO DEVELOPMENT ENTERPRISES INC SAFWAY SERVICES, LLC SAUTTER CRANE RENTAL, INC SCHIAVONE CONSTRUCTION CO., LLC SESSLER BRIDGE SEVENSON ENVIRONMENTAL SHAWN'S LAWN INC SIMPSON & BROWN INC. SITEWORKS CONTRACTING CORP. SKANSKA ECCO III JV SKANSKA USA CIVIL NORTHEAST INC SKYSCRAPER STEEL CORPORATION SOIL INSTALLERS INC SOIL SOLUTION, INC SSB INDUSTRIES LLC STATE CONTRACTING CORP. OF NY STEP-MAR CONTRACTING CORP STEVE GIORDANO BLDS, INC. STEVEN DUBNER LANDSCAPING STEVEN LOMBARDI CONSTRUCTION STRUCTURAL SERVICES OF NY INC. SUBSURFACE CONTRACTORS SUN UP CONSTRUCTION CORP. SUN UP PAYROLL CORP. SUNBELT RENTALS, INC SUPREME INDUSTRIES TAM ENTERPRISES, INC THALLE INDUSTRIES INC. THE GRASSO COMPANIES LLC THE SMEDLEY COMPANY THE TREMSON CORPORATION THOMAS M BRENNAN INC. DBA BBT CONSTRUCTION TILCON NY INC. TOMCON INDUSTRIES, INC. TONY CASALE, INC. TRANSIT CONSTRUCTION CORP. TRI-STATE GROUNDWATER SLOUTIONS, LLC TULLY CONSTRUCTION TUTOR PERINI TYREK HEIGHTS ERECTORS UNDERPINNING & FOUNDATION SKANSKA UNITED STRUCTURAL WORKS, INC US CONCRETE / JENNA, LLC US PIPELINE USA HOIST CO., INC UTOPIA CONSTRUCTION UUP, INC V.S. CONSTRUCTION CORP. VERDE ELECTRIC CORP VERNON HILLS CONTRACTING CORP. VIKING ERECTORS COR. VILLA CONSTRUCTION INC. W J L EQUITIES CORP. WATERS CONSTRUCTION CO. INC / DBA WATERS PAVING WESTCHESTER HILLS CONTRACTING LLC WETLANDS INCORPORATED WILLIAMS PLANT SERVICES, LLC. YONKERS CONTRACTING CO. INC. YONKERS EXCAVATING CORP. |
| FORM 990, SCHEDULE R, PART II - IDENTIFICATION OF RELATED | TAX EXEMPT ORGANIZATIONS (A) NAME OF ORGANIZATION IUOE LOCAL 4 IUOE LOCAL 14-14B IUOE LOCAL UNION 15, 15-A, 15-B, 15-C & 15-D IUOE LOCAL 138, 138-A, 138-B & 138-C IUOE LOCAL 158 IUOE LOCAL 478, 478-A, 478-C, 478-D & 478-E IUOE LOCAL 825 SOUTHERN OPERATORS HEALTH FUND |