2022-11-14T10:40:58-06:00 2021-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2021-01-01 221516999 STEAMFITTERS LOCAL UNION #475 WELFARE FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2022-11-14 1 KIM DEVIZIO XXX-XX-XXXX ROBERT J JANNELLI CPA P00450209 9082727000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 18717642 0 X N/A X 1951 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 10 0 243 0 0 0 0 0 16506258 17383436 571641 475252 967153 858954 18045052 18717642 0 0 12212424 12223215 185237 191190 0 0 0 218068 257265 12615729 12671670 5429323 6045972 37744638 43752376 621376 746146 37123262 43006230 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 THE FUND PROVIDES MEDICAL AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 48 0 1 243 1 0 0 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEAMFITTERS #475 WELFARE FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0.50 40.00 X 0 166089 167750 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 0.50 40.00 X 0 53617 56312 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 0.50 40.00 X 0 50638 55419 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0.50 40.00 X 0 160579 162202 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0.50 0.50 X 0 116463 129075 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.50 X 0 0 0 MARTY J DROBNY EMPLOYER TRUSTEE 0.50 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.50 X 0 0 0 ERIC EVANS EMPLOYER TRUSTEE 0.50 X 0 0 0 JEFF DIPANO EMPLOYER TRUSTEE 0.50 X 0 0 0 THOMAS MANNING EMPLOYEE TRUSTEE 0.50 40.00 X 0 116677 146830 JAMES CAFFREY EMPLOYEE TRUSTEE 0.50 X 0 0 0 KIM DEVIZIO FUND ADMINISTRATOR 40.00 X 117751 0 75165 117751 664063 792753 1 0 1 0 HORIZON BLUE CROSS BLUE SHIELD 3 PENN PLAZA EAST PP-13V NEWARK NJ 07105 CLAIMS ADMIN FEE 555374 1 EMPLOYERS CONTRIBUTIONS 900099 17383436 17383436 17383436 475252 475252 RETIREE COVERAGE PREMIUMS 900099 740235 740235 COBRA 900099 77498 77498 PARTICIPANTS' SELF PAYMENTS 900099 27940 27940 13281 13281 858954 18717642 18242390 0 475252 12223215 107542 33172 42218 8258 51785 54392 18690 31477 22705 10625 798 675 37140 RENTAL & COMPUTER FEES 20114 PCORI FEE 3639 REPAIRS AND MAINTENANCE 2106 TRAVEL AND AUTO EXPENSE 2080 1039 12671670 70 70 18801700 21105817 2333 5123 243633 231298 5022 12335 17267554 19944956 1667959 2684075 37744638 43752376 89041 63163 532335 682983 621376 746146 X 0 0 0 0 37123262 43006230 37123262 43006230 37744638 43752376 6045972 -163004 0 X X 0 1 X 1 0 12992 12992 0 230641 218306 12335 12335 PRUDENTIAL CONTRACTS 17448481 F COMMON COLLECTIVE FUNDS 2496475 F 19944956 EMPLOYERS CONTRIBUTIONS RECEIVABLE 2428565 ADVANCE DEPOSIT - HORIZON HEALTHCARE 255510 2684075 HEALTH CLAIMS PAYABLE 505275 PAYROLL TAXES PAYABLE 4260 RECIPROCALS' CONTRIBUTIONS PAYABLE 84981 PAYROLL PROTECTION LOAN 88467 682983 X 18535948 -163004 -163004 18698952 18690 18690 18717642 12654705 0 12654705 18690 -1725 16965 12671670 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. THE EXEMPTION HAS BEEN IN EXISTENCE SINCE MARCH 17, 1953. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN 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 DECEMBER 31, 2021, THERE ARE 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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT CLAIMS ACCRUAL -1,725. X 0 0 0 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0 164384 0 0 0 1705 0 103002 0 64748 0 333839 0 0 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0 158950 0 0 0 1629 0 99597 0 62605 0 322781 0 0 THOMAS MANNING EMPLOYEE TRUSTEE 0 116677 0 0 0 0 0 84843 0 61987 0 263507 0 0 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0 115253 0 0 0 1210 0 77307 0 51768 0 245538 0 0 KIM DEVIZIO FUND ADMINISTRATOR 117751 0 0 0 0 0 37092 0 38073 0 192916 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN AND APPLICABLE LAW. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STEAMFITTERS LOCAL #475 VACATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351279 PROVIDES VACATION BENEFITS TO MEMBERS. NJ SECTION 501(C)(9) 0 STEAMFITTERS LOCAL #475 EDUCATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226033161 PROVIDES TRAINING AND EDUCATION TO MEMBERS. NJ SECTION 501(C)(3) 170(B)(1)(A)(II) 0 STEAMFITTERS LOCAL #475 136 MOUNT BETHEL ROAD WARREN NJ 07059 221305230 PROVIDES COLLECTIVE BARGAINING FOR MEMBERS. NJ SECTION 501(C)(5) 0 STEAMFITTERS LOCAL #475 PENSION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226029738 PROVIDES PENSION BENEFITS FOR MEMBERS. NJ SECTION 401(A) 0 STEAMFITTERS LOCAL #475 SURETY FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351695 PROVIDES ANNUITY BENEFITS FOR MEMBERS. NJ SECTION 401(A) 0 A & A INDUSTRIAL PIPING INC AAA REFRIGERATION SERVICE INC ADVANCED MECHANICAL CORP AMCO ENTERPRISES INC ARMISTEAD MECHANICAL INC BOWEN ENGINEERING CORP BENMAR AIR CONDITIONING LLC BINSKY & SNYDER INC BRAYCO INC BUIST INC CENTRALPACK ENGINEERING CORPORATION DESESA ENGINEERING CO INC EII INC ENVIRONMENTAL CLIMATE CONTROL INC F & G HEATING MECHANICAL CORP FM SYLVAN INC FOLGORE MOBILE WELDING INC FRAMAN MECHANICAL FURINO & SONS INC GEORGE YETKA CORP H T LYONS INC HAMMOND CONTRACTING CO INDUSTRIAL FIBERGLASS SERVICES IPC LYDON LLC J MOORE & CO JERSEY MECHANICAL CONTR INC JJ WHITE INC JOSEPH JINGOLI & SON INC KF MECHANCIAL LLC MCCLOSKEY MECHANICAL CONTRACTORS INC MECHANICAL ASSOCIATES OF NEW JERSEY MECHANICAL DEGREES INC MERIDIAN SERVICE INDUSTRIES LLC MID-ATLANTIC MECHANICAL INC MMC CONTRACTORS NORTHEAST INC NEIL S SULLIVAN ASSOC LTD OMNI INSTRUMENTATION SERVICES PIPE CRAFT INC PREFERRED MECHANICAL RIGGS DISTLER & CO INC SANDER MECHANICAL SERVICE INC RAC MECHANICAL INC SUNNYFIELD CORPORATION THE BARHAM GROUP LLC TOTAL PIPE CONNECTION INC VALIANT MECHANICAL LLC WJ POST WDF INC VALIANT MECHANICAL LLC GEORGE YETKA CORP HARRIS ENVIRONMENTAL SYSTEMS INC BENNETT BROTHER MECHANICAL DU MONT MECHANICAL EXCEL CONSTRUCTION & DESIGN EPIC MECHANICAL INC ZABRANZKY MECHANICAL 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND Q SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND O SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND Q SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND O SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND Q SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND O SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND K ESTIMATED USAGE OF BUILDING STEAMFITTERS LOCAL UNION #475 VACATION FUND Q SHARE OF ALLOCATED COST