2025-07-14T06:13:20-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 9147621268 2025-07-14 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z AL WASSEL 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 45559291 0 X HTTP://IUOELOCAL137.COM/ X 1951 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 5 0 0 0 0 0 24508847 23629489 486594 2036393 0 0 24995441 25665882 0 0 24663174 24973300 1123231 1063959 0 0 0 -390179 -1172706 25396226 24864553 -400785 801329 36079279 37227899 7086974 5856865 28992305 31371034 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 630 0 1 5 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALBERT WASSELL 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 ALBERT WASSELL FUND MANAGER 10.00 30.00 X 154254 0 103068 JEFFREY LOUGHLIN UNION TRUSTEE 1.00 0.00 X 0 0 0 JAMES SASSO UNION TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL MILLER UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN COONEY EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 RICHARD LOMBARDI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MARK FANTE EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 154254 0 103068 1 0 1 0 BASIL CASTROVINCI & ASSOC 36 HOPATCHUNG RD HOPATCONG NJ 07843 ACTUARY/MED TPA 599466 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 ACCOUNTANT 269753 2 EMPLOYERS' CONTRIB 237310 20602444 20602444 PARTICIPANTS' CONTRIB 237310 3027045 3027045 23629489 854817 854817 21074985 19893409 1181576 1181576 1181576 25665882 23629489 0 2036393 24973300 257322 317449 307347 143543 38298 40474 167071 125236 59936 37889 61948 61961 14582 REIMB PAYROLL,BEN & TAX -713487 PENS REL CHANGES OTHER -1028316 24864553 3887849 4137739 746097 710692 4061758 3014249 27320321 28675622 63254 689597 36079279 37227899 347747 369937 6739227 5486928 7086974 5856865 X 0 0 0 0 28992305 31371034 28992305 31371034 36079279 37227899 801329 1577400 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 3269492 ESCROW LIABILITY 814436 VACATION BENEFITS PAYABLE 653000 SAVINGS/PSL BENEFITS PAYABLE 750000 5486928 27118046 1577400 1577400 25540646 125236 125236 25665882 26909534 0 26909534 125236 -2170217 -2044981 24864553 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR -1,141,901. PENS REL CHANGES OTHER THAN BENEFIT COSTS -1,028,316. X 0 0 0 ALBERT WASSELL FUND MANAGER 154254 0 0 0 0 0 61772 0 41296 0 257322 0 0 0 SCHEDULE J, PART II ALBERT WASSELL RECEIVES COMPENSATION AND BENEFITS IN HIS 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 25% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. 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. APPRENTICE FUND IUOE L 137 A B C R AFL-CIO 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 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131825849 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 ANNUITY FUND IUOE L 137 A B C R AFL-CIO 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 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 N/A N/A 0 OPERATING ENGINEER LOCAL 137 LMCT 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 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 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. 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