2021-12-21T14:40:54-08:00 2020-12-31 611632657 MANFRE CPA PC 84 Business Park Dr Ste 204 Armonk NY 10504 990 2020-01-01 222586287 SHEET METAL WORKERS LOCAL UNION NO 25 NEW JERSEY WELFARE FUND SHEE 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 JOSEPH DEMARK JR Trustee 2021-12-21 true JOSEPH DEMARK JR 999009999 Joseph E Manfre CPA P00364785 9147300700 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z 440 BARELL AVENUE CARLSTADT NJ 07072 12607598 false X N/A X 1985 NJ SEE PAGE 2 FOR ORGANIZATION'S MISSION STATEMENT 6 0 11 0 0 12961880 12264377 302602 305338 48665 37883 13313147 12607598 0 10672581 9674258 554962 551928 0 0 663691 619603 11891234 10845789 1421913 1761809 19565225 22768131 1108306 1293250 18456919 21474881 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 1 0 true 11 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 152769 0 81012 STEFANINA GENTILE OFFICE CLERK 40.00 0.00 84769 0 68381 VIRGINIA OLSEN ASSOC ADMINISTRA. 40.00 0.00 82656 0 69339 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 320194 218732 1 false true false UNION LABOR LIFE PO BOX 223772 PITTSBURGH PA 15251 STOP LOSS INSUR 315738 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 TPA MEDICAL BENEFITS 391392 UNICARE LIFE & HEALTH INSUR CO PO BOX 511300 LOS ANGELES CA 90051 LIFE & AD&D INSUR 213999 CIGNA HEALTHCARE 499 WASHINGTON BLVD JERSEY CITY NJ 07310 TPA DENTAL AND DRUGS 171373 4 0 COBRA 81641 81641 EMPLOYER CONTRIBUTIONS 11232758 11232758 RETIREES 641344 641344 SASMI 308634 308634 12264377 305338 305338 0 0 0 0 0 0 0 EMPLOYER REIMB LEGAL INT 37883 37883 37883 12607598 12569715 37883 0 0 0 9674258 152769 0 167425 50358 168374 13002 0 23012 55389 0 0 65083 0 0 16644 0 0 16039 0 0 5077 0 0 7346 18215 THIRD PARTY ADMINISTRATOR 562765 ACTUARY FEES 80085 COMPUTER PROCESSING SER 33748 POSTAGE 9332 -273132 10845789 0 0 0 2008605 2366358 266442 501397 0 948329 1220834 0 0 0 0 1477 305684 280633 32397 25051 4643221 4975034 10801016 12468304 0 0 865215 1209676 19565225 22768131 126506 89450 981800 1203800 1108306 1293250 X 18456919 21474881 18456919 21474881 19565225 22768131 1761809 1256153 X false true X true false 97693 72642 25051 164911 164911 43080 43080 25051 12468304 FUND SERVICE FACILITY 3335 LOCAL UNION NO. 25 77523 LOCAL UNION NO. 25 JOINT LABOR MANAGEMEN 10401 LOCAL UNION NO. 25 NEW JERSEY ANNUITY FU 112356 LOCAL UNION NO. 25 NEW JERSEY EDUCATION 59665 LOCAL UNION NO. 25 NEW JERSEY VACATION 10202 MORTGAGE RECEIVABLE PAL/CLUB 25 4844 THIRD PARTY BENEFIT & SERVICE PROVIDERS 931350 1209676 CLAIMS INCURRED BUT NOT REPORTED 480254 CLAIMS PAYABLE 723546 1203800 13798668 1256153 1256153 12542515 65083 65083 12607598 10558704 10558704 65083 222002 287085 10845789 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN IBNR $30968 CHANGE IN CLAIMS PAYABLE $191034 false false false KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 152769 81012 233781 STEFANINA GENTILE OFFICE CLERK 84769 68381 153150 VIRGINIA OLSEN ASSOC ADMINISTRA. 82656 69339 151995 VIRGINIA OLSEN NIECE 82656 SALARY ASSOC ADMIN false VIRGINIA OLSEN NIECE 69339 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 GMC SHEET METAL LLC 555 GOFFLE ROAD STE 220 RIDGEWOOD NJ 07450 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 GP SYSTEMS INC PO BOX 371 POMPTON LAKES NJ 07442 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 THASSIAN MECHANICAL CONTRACTING 641 RT 36 BELFORD NJ 07718 NJ N/A false ALL PLY ROOFING COMPANY 74 LEE AVENUE HALEDON NJ 07508 NJ N/A false CENTRAL SHEET METAL 897 SOUTH AVENUE MIDDLESEX NJ 08846 NJ N/A false CONSTRUCTION SPECIALTIES 49 MEEKER AVENUE CRANFORD NJ 07016 NJ N/A false CUSTOM EXTERIOR SYSTEMS 2 ORANGE TURNPIKE SLOATSBURG NY 10974 NY N/A false EAST COAST KITCHEN INSTALLATIONS 2 ROBERT AVENUE HOWELL NJ 07731 NJ N/A false SMW LOCAL 22 106 S AVE W CRANFORD NJ 07016 NJ 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 THE SAM TELL COMPANIES 300 SMITH STREET FARMINGDALE NY 11375 NY N/A false ABM AIR CONDITIONING 11 W CROSS STREET HAWTHORNE NY 10532 NY N/A false HAYS SHEET METAL 7070 KAIGHN AVENUE PENNSAUKEN NJ 08109 NJ 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 SMW #12 1200 GULF LAB ROAD PITTSBURGH PA 15238 PA N/A false SMW #19 1301 S COLUMBUS BLVD PHILADELPHIA PA 19147 PA N/A false LOCAL #177 4709 ALABAMA AVENUE NASHVILLE TN 37209 TN N/A false SMW #48 3180 FAIRVIEW PK DRIVE STE 400 FALLS CHURCH VA 22042 VA N/A false false false false false false false false false false true true false false true true false true false true SMW FUNDS SERVICE FACILITY INC k 21645 LEASE PAYMENTS SMW FUNDS SERVICE FACILITY INC n 494 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC o 7841 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC q 8335 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC s 40981 MTGE PYMTS SMW LOCAL UNION NO 25 NJ ANNUITY FUND j 4955 LEASE ALLOCATE SMW LOCAL UNION NO 25 NJ ANNUITY FUND n 74195 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND o 82412 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND q 178358 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND j 651 LEASE ALLOC SMW LOCAL UNION NO 25 VACATION FUND n 10823 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND o 9187 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND q 24059 ALLOCATED EXPS