NORTHEAST DISTRICT COUNCIL OF THE OPCMIA WELFARE FUND: Form 990, tax year 2021
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- Organization
- NORTHEAST DISTRICT COUNCIL OF THE OPCMIA WELFARE FUND (EIN 13-1567895)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-18
- IRS object ID
- 202212919349300421
- 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 | 2022-10-18T10:34:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132858927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZSIMMONS ABRAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 131567895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST DISTRICT COUNCIL OF THE | BusinessNameLine1Txt |
| Business Name Line2 | OPCMIA WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5167752280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 500 WEST | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN O'BRIEN | PersonNm |
| Person Title | EMPLOYER TRUSTEE | PersonTitleTxt |
| Phone | 5167752280 | PhoneNum |
| Signature | 2022-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | OBRIEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEBASTIEN HALL | PreparerPersonNm |
| PTIN | P10258968 | PTIN |
| Phone | 5166820100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | KEVIN O'BRIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 WEST 45TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,341,707 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE PLAN PROVIDES HEALTH BENEFITS TO ELIGIBILE PARTICIPANTS HAVING ACHIEVED THE REQUIRED MINIMUM HOURS OF SERVICE IN COVERED EMPLOYEMENT. BENEFITS INCLUDE HOSPITALIZATION, SURGICAL, MAJOR MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS AND LIFE INSURANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 2 | 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 | $18,668,442 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,546,575 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,690,675 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,229,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,984 | PYOtherRevenueAmt |
| CY Other Revenue | $184,583 | CYOtherRevenueAmt |
| PY Total Revenue | $22,415,101 | PYTotalRevenueAmt |
| CY Total Revenue | $21,960,746 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $18,146,618 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $20,733,024 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $204,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $239,251 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $825,205 | PYOtherExpensesAmt |
| CY Other Expenses | $785,211 | CYOtherExpensesAmt |
| PY Total Expenses | $19,176,414 | PYTotalExpensesAmt |
| CY Total Expenses | $21,757,486 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,238,687 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $203,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,069,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,858,150 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,654,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,497,909 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,414,972 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,360,241 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDES HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS HAVING ACHIEVED THE REQUIRED MINIMUM HOURS OF SERVICE IN COVERED EMPLOYEMENT. BENEFITS INCLUDE HOSPITALIZATION, SURGICAL, MAJOR MEDICAL, DENTAL, VISION, PRESCRIPTION DRUGS AND LIFE INSURANCE. | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | 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 | THE BOARD OF TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167752280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 500 WEST | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PATTI | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SALGO | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN O'BRIEN | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MITRIONE | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| SAL DILORENZO | ||||||||
| ALT EMPLOYER TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW STEVENS | ||||||||
| ALT EMPLOYER TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE ALLEYNE | ||||||||
| UNION TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $173,251 | $79,963 | ||
| EDWARD BARBARIA | ||||||||
| UNION TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $163,721 | $105,033 | ||
| GINO CASTIGNOLI | ||||||||
| UNION TRUSTEE | 1.00 | 46.00 | Yes (X) | $0 | $215,790 | $114,637 | ||
| MICHAEL RENDINA | ||||||||
| ALT UNION TRUSTEE | 1.00 | 41.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GENTILLE | ||||||||
| UNION TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $88,718 | $73,166 | ||
| DAVID RAMPONE | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $0 | $0 | ||
| PASQUALINO D'ANGELO | ||||||||
| UNION TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA PARISI | ||||||||
| PLAN ADMINISTRATOR | 17.00 | 23.00 | $103,412 | $113,795 | $52,856 | Yes (X) | ||
| DIANE FERCHLAND | ||||||||
| PEN & CONTRIBUTIONS | 17.00 | 23.00 | $60,369 | $66,430 | $52,856 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $163,781 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $821,705 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $478,511 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRAETORIAN GUARD GROUP LLC | |||||
| 111 CAPE COD WAY | MOORESVILLE | NC | 28117 | INS COMMISSIONS | $770,235 |
| FITZSIMMONS ABRAMS LLP | |||||
| 7600 JERICHO TPKE SUITE 210 | WOODBURY | NY | 11797 | AUDIT & P/R AUD | $314,892 |
| PROSKAUER ROSE LLP | |||||
| 11 TIMES SQUARE | NEW YORK | NY | 10036 | LEGAL | $188,080 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | |||||
| 1801 EAST 9TH STREET STE 1400 | CLEVELAND | OH | 44114 | INVESTMENT ADVISOR | $108,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $18,149,812 | $18,149,812 |
| RETIREES CONTRIBUTIONS | 900099 | $284,033 | $284,033 |
| COBRA | 900099 | $112,730 | $112,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,546,575 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,357,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,357,381 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,253,168 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,380,961 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,872,207 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,872,207 | TotalRevenueColumnAmt |
| Exclusion | $1,872,207 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PPP LOAN FORGIVENESS | 900099 | $82,500 | $82,500 |
| REIMB ADMINISTRATIVE EXPENSE | 900099 | $54,707 | $54,707 |
| LIQUIDATED DAMAGES & INTEREST | 900099 | $47,376 | $47,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $184,583 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,960,746 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,088,539 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,872,207 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,733,024 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,614 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,908 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,401 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,800 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,528 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,353 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,972 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,708 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,564 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,221 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,518 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,752 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,551 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,355 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TELEPHONE | $2,230 |
| MOVING EXPENSE | $1,987 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,757,486 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,666,107 | BOYAmt |
| EOY | $3,960,251 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,146 | BOYAmt |
| EOY | $349,098 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,264 | BOYAmt |
| EOY | $1,728,743 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,899 | BOYAmt |
| EOY | $19,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,677 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $161,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,314 | BOYAmt |
| EOY | $2,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,705,465 | BOYAmt |
| EOY | $30,258,691 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,243,031 | BOYAmt |
| EOY | $27,489,314 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,069 | BOYAmt |
| EOY | $49,814 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,069,295 | BOYAmt |
| EOY | $63,858,150 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,657 | BOYAmt |
| EOY | $158,691 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,499,666 | BOYAmt |
| EOY | $13,339,218 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,654,323 | BOYAmt |
| EOY | $13,497,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,414,972 | BOYAmt |
| EOY | $50,360,241 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,414,972 | BOYAmt |
| EOY | $50,360,241 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,069,295 | BOYAmt |
| EOY | $63,858,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $203,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,742,009 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,914 | DepreciationAmt |
| Book Value | $2,763 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,763 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE PARTNERSHIP | $7,228,258 | F |
| COLLECTIVE TRUST | $15,060,385 | F |
| PARTNERSHIPS | $5,200,671 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,489,314 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FRINGE BENEFIT FUND ESCROW | $418,168 |
| BENEFIT OBLIGATIONS | $12,921,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,339,218 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,423,340 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,742,009 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,742,009 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,681,331 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $224,708 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $54,707 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $279,415 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,960,746 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,817,919 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,817,919 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $224,708 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,714,859 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,939,567 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,757,486 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND IS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAXES. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AT DECEMBER 31, 2020, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2018. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADMIN FEES 54,707. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMIN FEES 54,707. CHANGE IN BENEFIT OBLIGATION 1,660,152. |
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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GINO CASTIGNOLI | ||||||||||||||
| UNION TRUSTEE | $0 | $215,790 | $0 | $0 | $0 | $0 | $0 | $89,310 | $0 | $25,327 | $0 | $330,427 | $0 | $0 |
| LISA PARISI | ||||||||||||||
| PLAN ADMINISTRATOR | $103,412 | $113,795 | $0 | $0 | $0 | $0 | $13,840 | $15,230 | $11,324 | $12,462 | $128,576 | $141,487 | $0 | $0 |
| EDWARD BARBARIA | ||||||||||||||
| UNION TRUSTEE | $0 | $163,721 | $0 | $0 | $0 | $0 | $0 | $79,706 | $0 | $25,327 | $0 | $268,754 | $0 | $0 |
| DALE ALLEYNE | ||||||||||||||
| UNION TRUSTEE | $0 | $173,251 | $0 | $0 | $0 | $0 | $0 | $59,816 | $0 | $20,147 | $0 | $253,214 | $0 | $0 |
| DIANE FERCHLAND | ||||||||||||||
| PEN & CONTRIBUTIONS | $60,369 | $66,430 | $0 | $0 | $0 | $0 | $13,840 | $15,230 | $11,324 | $12,462 | $85,533 | $94,122 | $0 | $0 |
| DAVID GENTILLE | ||||||||||||||
| UNION TRUSTEE | $0 | $88,718 | $0 | $0 | $0 | $0 | $0 | $49,009 | $0 | $24,157 | $0 | $161,884 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN PREPARER ELECTRONICALLY SENDS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR AND EACH BOARD MEMBER BEFORE IT IS FILED. THE FILING IS THEN PRESENTED TO THE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCUSSED IN QUARTERLY BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15B | COMPENSATION OF THE ORGANIZATION'S PLAN ADMINISTARTOR IS DETERMINED BY THE PLAN'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO THE IRS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THE ORGANIZATION WILL FULLFILL ALL REQUESTS FOR THE FORMS MADE IN WRITTING OR IN PERSON, TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS. |
| FORM 990, PART VII - ADDITIONAL INFORMATION | COMPENSATION FROM RELATED ENTITIES (CONTRIBUTING EMPLOYERS) WAS NOT AVAILABLE FOR TRUSTEES: MICHAEL RENDINA, SAL DILORENZO, MATTHEW STEVENS, DAVID RAMPONE, MICHAEL PATTI, JOSEPH MITRIONE AND PASQUALINO D'ANGELO. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED CEMENT MASONS UNION L 780 | |||||||||
| 150-50 14TH ROAD | WHITESTONE | NY | 11357 | 135503998 | LABOR ORG | NY | 501(C)(5) | N/A | 0 |
| OPCMIA LOCAL 29 | |||||||||
| 130 ENTRAL AVE | JERSEY CITY | NJ | 07306 | 221173365 | LABOR ORG | NJ | 501(C)(5) | N/A | 0 |
| NEDC OF THE OPCMIA ANNUITY FUND | |||||||||
| 100 MERRICK ROAD SUITE 500 WEST | ROCKVILLE CENTRE | NY | 11570 | 133207195 | RETIREMENT | NY | 401A | N/A | 0 |
| NEDC OF THE OPCMIA APPRENTICE FUND | |||||||||
| 100 MERRICK ROAD SUITE 500 WEST | ROCKVILLE CENTRE | NY | 11570 | 510170643 | APPRENTICE | NY | 501(C)(5) | N/A | 0 |
| NEDC OF THE OPCMIA | |||||||||
| 150-50 14TH ROAD | WHITESTONE | NY | 11357 | 821278346 | LABOR ORG | NY | 501(C)(5) | N/A | 0 |
| CEMENT MASONS LOCAL 780 PENSION FD | |||||||||
| 100 MERRICK ROAD SUITE 500 WEST | ROCKVILLE CENTRE | NY | 11570 | 131626710 | RETIREMENT | NY | 401A | N/A | 0 |
| OPERATIVE PLASTERES & CEMENT MASONS INT ASSOC LOCAL 262 | |||||||||
| 150-50 14TH ROAD | WHITESTONE | NY | 11357 | 112483766 | LABOR ORG | NY | 501(C)(5) | N/A | 0 |
| OPERATIVE PLASTERERS & CEMENT MASON LOCAL 262 PENSION FUND | |||||||||
| 100 MERRICK ROAD SUITE 500 WEST | ROCKVILLE CENTRE | NY | 11570 | 136369468 | RETIREMENT | NY | 401A | N/A | 0 |
| NEDC LABOR MGMT COOPERATION FUND | |||||||||
| 100 MERRICK ROAD SUITE 500 WEST | ROCKVILLE CENTRE | NY | 11570 | 113603421 | LBR MGMT | NY | 501(C)(5) | N/A | 0 |
| OPERATIVE PLASTERERS & CEMENT L 40 | |||||||||
| 22 AMFLEX DRIVE | CRANSTON | RI | 02921 | 050201230 | LABOR ORG | RI | 501(C)(5) | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | 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 | 0 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NEDC ANNUITY FUND | ||
| O | $65,719 | ALLOCATION TIME STUDY |
| NEDC ANNUITY FUND | ||
| Q | $142,784 | ALLOCATION STUDY |
| NEDC APPRENTICESHIP FUND | ||
| Q | $54,386 | ALLOCATION STUDY |
| CEMENT MASONS LOCAL 780 PENSION FD | ||
| Q | $61,447 | ALLOCATION STUDY |