2022-10-12T11:48:14-07:00 2021-12-31 611632657 MANFRE CPA PC 84 Business Park Dr Ste 204 Armonk NY 10504 990 2021-01-01 222586287 SHEET METAL WORKERS LOCAL UNION NO 25 NEW JERSEY WELFARE FUND SHEE 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 JOSEPH DEMARK JR Trustee 2022-10-12 true JOSEPH DEMARK JR 999009999 Joseph E Manfre CPA P00364785 9147300700 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z 440 BARELL AVENUE CARLSTADT NJ 07072 13800280 false X N/A X 1985 NJ SEE PAGE 2 FOR ORGANIZATION'S MISSION STATEMENT 6 0 19 0 0 12264377 13300428 305338 452919 37883 46933 12607598 13800280 0 9674258 10514802 551928 553827 0 0 619603 726221 10845789 11794850 1761809 2005430 22768131 26617472 1293250 1323848 21474881 25293624 THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false THE FUND PROVIDES HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ITS MEMBERS AND THEIR ELIGIBLE DEPENDENTS. false false false false false false false false false true true false true true false true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 2 0 true 19 true false false false false false false false false X 6 0 false false false false false false false true true false false true false true true false true false X BOARD OF TRUSTEES 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 X KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 50.00 0.00 152152 0 79421 VIRGINIA OLSEN ASSOC ADMINISTRA. 40.00 0.00 98106 0 74821 STEFANINA GENTILE OFFICE CLERK 40.00 0.00 53965 0 41390 JOAN A BARRETT OFFICE CLERK 40.00 0.00 8840 0 14726 CHARLENE C CRAWFORD OFFICE CLERK 40.00 0.00 5472 0 9924 JOSEPH DEMARK JR Trustee 5.00 0.00 X 0 0 0 CRAIG HOFFMANN Trustee 5.00 0.00 X 0 0 0 FRANK CREEGAN Trustee 5.00 0.00 X 0 0 0 JOSEPH MELAHN Trustee 5.00 0.00 X 0 0 0 MARK MIHAL Trustee 5.00 0.00 X 0 0 0 LORI ESHENAUR Trustee 5.00 0.00 X 0 0 0 318535 220282 1 false true false UNION LABOR LIFE PO BOX 223772 PITTSBURGH PA 15251 STOP LOSS INSUR 106670 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 TPA MEDICAL BENEFITS 424739 UNICARE LIFE & HEALTH INSUR CO PO BOX 511300 LOS ANGELES CA 90051 LIFE & AD&D INSUR 153635 CIGNA HEALTHCARE 499 WASHINGTON BLVD JERSEY CITY NJ 07310 TPA DENTAL AND DRUGS 173161 THE SEGAL COMPANY 333 WEST 34 TH STREET NEW YORK NY 100012402 ACTUARIAL / MEDICAL CONS 132119 6 0 COBRA 139004 139004 EMPLOYER CONTRIBUTIONS 12338576 12338576 RETIREES 684001 684001 SASMI 138847 138847 13300428 452919 452919 0 0 0 0 0 0 0 EMPLOYER REIMB LEGAL INT 46933 46933 46933 13800280 13753347 46933 0 0 0 10514802 152152 0 166383 49264 171019 15009 0 29171 54405 0 0 84278 0 0 16553 0 0 15865 0 0 4858 0 0 6513 15848 THIRD PARTY ADMINISTRATOR 597900 ACTUARY FEES 132119 COMPUTER PROCESSING SER 36478 OTHER PROFESSIONAL FEES 7940 -275707 11794850 0 0 0 2366358 2043737 501397 399754 0 1220834 862056 0 0 0 0 1477 0 305684 287146 25051 18538 4975034 5109230 12468304 16387848 0 0 1209676 1796309 22768131 26617472 89450 175448 1203800 1148400 1293250 1323848 X 21474881 25293624 21474881 25293624 22768131 26617472 2005430 1813313 X false true X true false 97693 79155 18538 164911 164911 43080 43080 18538 16387848 FUND SERVICE FACILITY 2590 LOCAL UNION NO. 25 79313 LOCAL UNION NO. 25 JOINT LABOR MANAGEMEN 13614 LOCAL UNION NO. 25 NEW JERSEY ANNUITY FU 77249 LOCAL UNION NO. 25 NEW JERSEY EDUCATION 69810 LOCAL UNION NO. 25 NEW JERSEY VACATION 8895 PAL/CLUB 25 5672 THIRD PARTY BENEFIT & SERVICE PROVIDERS 1539166 1796309 CLAIMS INCURRED BUT NOT REPORTED 465196 CLAIMS PAYABLE 683204 1148400 15529315 1813313 1813313 13716002 84278 84278 13800280 11765972 11765972 84278 -55400 28878 11794850 false false false KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 152152 79421 231573 VIRGINIA OLSEN ASSOC ADMINISTRA. 98106 74821 172927 VIRGINIA OLSEN NIECE 98106 SALARY ASSOC ADMIN false VIRGINIA OLSEN NIECE 74821 BENEFITS ASSOC ADMIN false Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 WAS PROVIDED TO THE PLAN ADMINISTRATOR, WHO THEN REVIEWS THE FORM 990 WITH THE BOARD OF TRUSTEES OF THE FUND BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD OF TRUSTEES ANNUALLY REVIEWS COMPENSATION OF ALL FUND EMPLOYEES AND DETERMINES WHAT LEVEL OF COMPENSATION IS APPROPRIATE FOR THEM GIVEN CURRENT CONTRACTUAL AND MARKET CONDITIONS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ONCE A REQUEST IS MADE, THE MANAGEMENT OF THE FUND ARRANGES A MUTUALLY CONVENIENT MEETING TO REVIEW ALL REQUESTED INFORMATION TO THE REQUESTED PARTIES SATISFACTION. SMW FUNDS SERVICE FACILITY INC 440 BARELL AVENUE CARLSTADT NJ 07072 222746135 RENT INCOME/ PAYS EXP OF PROPERTY OWNED NJ 501 (C) (2) N/A false SMW LOCAL UNION NO 25 NJ ANNUITY FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586286 DEFINED CONTRIBUTION PENSION PLANS NJ 501 (A) N/A false SMW LOCAL UNION NO 25 VACATION FUND 440 BARELL AVENUE CARLSTADT NJ 07072 222586290 PROVIDES VACATION BENEFITS TO MEMBERS NJ 501C (9) N/A false ALLIANCE INDUSTRIES LLC 14 PARK PLACE FRANKLIN NJ 07416 NJ N/A false BENMAR CONDITIONAIRE CORP 65 CLIFTON BLVD PO BOX 445 CLIFTON NJ 07015 NJ N/A false BONLAND INDUSTRIES PO BOX 200 WAYNE NJ 07470 NJ N/A false BROTHERS SHEET METAL 15 GRANVIEW DRIVE NEWTON NJ 07860 NJ N/A false CAPITAL HARDWARE SUPPLY 10 RAILROAD AVENUE CLOSTER NJ 07624 NJ N/A false D&M SHEET METAL 430 CENTRAL AVENUE EAST RUTHERFORD NJ 07073 NJ N/A false DYNAMIC BALANCING SERVICES 93 DRS JAMES PARK BLVD RED BANK NJ 07701 NJ N/A false EFFECTIVE AIR BALANCE INC PO BOX 128 TOTOWA NJ 07512 NJ N/A false EMPIRE TESTING & BALANCING PO BOX 128 MAHWAH NJ 07430 NJ N/A false ENVIRONMENTAL CLIMATE CONTROL 61 PATTERSON AVENUE WALLINGTON NJ 07057 NJ N/A false F&G MECHANICAL 348 NEW COUNTRY ROAD SECAUCUS NJ 07094 NJ N/A false HAENSSLER SHEET METAL 592 HAWTHORNE AVENUE NEWARK NJ 07112 NJ N/A false HALO MARX SHEET METAL 14 EASY STREET BRIDGEWATER NJ 08807 NJ N/A false HUTCHEON & SIMON 140 ATLANTIC STREET HACKENSACK NJ 07601 NJ N/A false INDEPENDENT SHEET METAL PO BOX 649 HAWTHORNE NJ 07506 NJ N/A false JANSON ASSOCIATES 130 MOZART STREET E RUTHERFORD NJ 07073 NJ N/A false KF MECHANICAL LLC 28 WOODCREST ROAD WHIPPANY NJ 07981 NJ N/A false KLM MECHANICAL CONSTRUCTION 109 WEST SHORE ROAD DUMONT NJ 07628 NJ N/A false M TUCKER INC 1200 MADISON AVENUE PATERSON NJ 07503 NJ N/A false MAX GURTMAN & SONS PO BOZ 1849 CLIFTON NJ 07015 NJ N/A false MILLAR SHEET METAL CO 39 RIZZOLO ROAD KEARNY NJ 07032 NJ N/A false NORTHEAST SHEET METAL 870 WARWICK TURNPIKE HEWITT NJ 07421 NJ N/A false PAR SHEET METAL 220 WEST 1ST STREET ROSELLE NJ 07203 NJ N/A false SENSIBLE SHEET METAL INC 117 LINCOLN AVENUE CLIFTON NJ 07011 NJ N/A false SMWL25 NJ EDUCATION FUND 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SMWL25 NJ UNION 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SMWL 25 WELFARE FUND 440 BARELL AVENUE CARLSTADT NJ 07072 NJ N/A false SORDONI SKANSKA CONSTRUCTION 1633 LITTLETON ROAD PARSIPPANY NJ 07054 NJ N/A false ULTIMATE COMFORT CONTROL 2 KIEL AVENUE KINNELON NJ 07405 NJ N/A false WUN-CALL INC PO BOX 3001 NEWTON NJ 07860 NJ N/A false AIR & SPECIALTIES 26 SHEFFIELD AVENUE MOUNTANSIDE NJ 07092 NJ N/A false AIR POWER ONE OAK ROAD FAIRFIELD NJ 07004 NJ N/A false AIRSIDE INC 246 BRIGHTON ROAD ANDOVER NJ 07821 NJ N/A false SASMI TRUST FUND 8403 ARLINGTON BLVD SUITE 31 FAIRFAX VA 22031 VA N/A false RICHARD SHEET METAL 140 ATLANTIC STREET HACKENSACK NJ 07601 NJ N/A false CHRIS ANDERSON ROOFING 575 SAYRE AVENUE PERTH AMBOY NJ 08861 NJ N/A false ADVANCED ROOFING & SHEET METAL 331 MAIN STREET BELLEVILLE NJ 07109 NJ N/A false PTL SHEET METAL 70 DAVIS STREET DUMONT NJ 07628 NJ N/A false DRS AIR BALANCING 17 WOODPORT ROAD STE 2A SPARTA NJ 07871 NJ N/A false PREFERRED MECHANICAL 134 LOWER MAIN STREET ABERDEEN NJ 07747 NJ N/A false DYNAMIC KITCHEN INSTALLERS 23 CHANCELLOR AVENUE NEWARK NJ 07112 NJ N/A false THASIAN MECHANICAL CONTRACTING 641 RT 36 BELFORD NJ 07718 NJ N/A false CENTRAL SHEET METAL 897 SOUTH AVENUE MIDDLESEX NJ 08846 NJ N/A false CUSTOM EXTERIOR SYSTEMS 2 ORANGE TURNPIKE SLOATSBURG NY 10974 NY N/A false LS MECHANICAL 5 LAFAYETTE STREET CARTERET NJ 07008 NJ N/A false NEWARK PUBLIC SCHOOLS 2 CEDAR STREET NEWARK NJ 07102 NJ N/A false CHUTES ENTERPRISES INC 1101 WESTWOOD AVENUE STATEN ISLAND NY 10314 NY N/A false GERALD SHEET METAL 385 LEXINGTON AVENUE EAST BRUNSWICK NJ 08816 NJ N/A false WDF INC 30 N MACQUESTEN PKWY MT VERNON NY 10550 NY N/A false YOU NAILED IT CONTRACTING 1 KINGSTON CT OAK RIDGE NJ 07438 NJ N/A false SAC INSTALLERS 239 DONALDSON AVENUE RUTHERFORD NJ 07070 NJ N/A false BAMCO 30 BAEKELAND AVENUE MIDDLESEX NJ 08846 NJ N/A false BUILT NYG 34 CORTELYOU AVENUE STATEN ISLAND NY 10312 NY N/A false EPIC MECHANICAL 3320 ROUTE 66 NEPTUNE NJ 07753 NJ N/A false MONACHAN RESTORATION 36 SOUTH MAIN STREET PEARL RIVER NY 10965 NY N/A false PRECISION AIR BALANCE 396 US HIGHWAY 206 SOUTH NEWTON NJ 07860 NJ N/A false SMW LOCAL 44 248 PARRISH STREET WILKESBARRE PA 18703 PA N/A false false false false false false false false false false true true false false true true false true false false SMW FUNDS SERVICE FACILITY INC k 21297 LEASE PAYMENTS SMW FUNDS SERVICE FACILITY INC o 8076 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC q 8335 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND j 4761 LEASE ALLOCATE SMW LOCAL UNION NO 25 NJ ANNUITY FUND n 68818 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND o 80879 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND q 187356 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND j 671 LEASE ALLOC SMW LOCAL UNION NO 25 VACATION FUND n 7318 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND o 11392 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND q 20202 ALLOCATED EXPS