2025-10-06T11:14:15-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 136674743 LOCAL 94 94A 94B HEALTH & BENEFIT TRUST FUND IUOE AFL-CIO LOCA 2123311800 331-337 WEST 44TH STREET NEW YORK NY 100365402 KUBA BROWN TRUSTEE 2123311800 2025-10-06 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z 331-337 WEST 44TH STREET NEW YORK NY 100365402 547126314 0 X N/A X 1975 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 8 15 0 0 0 0 0 201657201 204525481 8305735 27282291 67202 68831 210030138 231876603 0 0 171340507 180860616 1835430 2006755 0 0 0 2331703 3178357 175507640 186045728 34522498 45830875 569780531 637263969 19463862 18777223 550316669 618486746 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 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 65 0 1 15 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KUBA BROWN 2123311800 331-337 WEST 44TH STREET NEW YORK NY 100365402 X WILLIAM FARANDA EXECUTIVE DIR. 28.00 12.00 X 268851 0 92622 SANDRA CHIN CFO 34.00 6.00 X 204225 0 83394 DEREK DAVIS FUND ADMIN 40.00 0.00 X 196819 0 82403 ANNETTE HASSELL ASST FUND ADMIN 40.00 0.00 X 115728 0 71210 MABEL LAU BOOKKEEPER 28.00 12.00 X 105217 0 69451 KUBA BROWN TRUSTEE 1.00 0.00 X 0 0 0 THOMAS HART TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL GADALETA TRUSTEE 1.00 0.00 X 0 0 0 RAYMOND MACCO TRUSTEE 1.00 0.00 X 0 0 0 HOWARD ROTHSCHILD TRUSTEE 1.00 0.00 X 0 0 0 THOMAS HILL TRUSTEE 1.00 0.00 X 0 0 0 ROBERT SCHWARTZ TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN BRENNAN TRUSTEE 1.00 0.00 X 0 0 0 890840 0 399080 5 0 1 0 EMPIRE HEALTHCHOICE ASSURANCE INC 3350 PEACHTREE RD ATLANTA GA 30326 CLAIMS PROCESSING 2381191 CONGRESS ASSET MANAGEMENT 2 SEAPORT LANE BOSTON MA 022102001 INVESTMENT MGMT 1032995 PROSKAUER ROSE LLP 11 TH TIMES SQUARE NY NY 10036 LEGAL COUNSEL 528147 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 AUDITING 326072 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 CONSULTING 320889 11 EMPLOYERS' CONTRIB 238220 196975518 196975518 PARTICIPANT CONTRIB 238220 7549963 7549963 204525481 16982429 16982429 325549573 315249711 10299862 10299862 10299862 REIMBURSEMENT FROM CPF 238220 68831 68831 68831 231876603 214825343 0 17051260 180860616 647844 762401 310787 192494 93229 672252 249909 1396255 260588 172234 269731 136927 27314 70725 REIMB PR,TAXES,BENEFITS -77578 186045728 15472539 12700322 41472662 41756001 253789 343256 973747 787122 55496 186625 512521012 582273992 5033 3773 569780531 637263969 742482 581087 581663 654695 18139717 17541441 19463862 18777223 X 0 0 0 0 550316669 618486746 550316669 618486746 569780531 637263969 45830875 22339202 0 X 0 1 X 1 0 361208 285895 75313 612539 501227 111312 186625 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 16685000 DUE TO RELATED ORGANIZATIONS -46539 NET TRADES PENDING 902980 17541441 252819550 22339202 22339202 230480348 1396255 1396255 231876603 186330473 0 186330473 1396255 -1681000 -284745 186045728 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS CURRENTLY PAYABLE -1,681,000. X 0 0 0 WILLIAM FARANDA EXECUTIVE DIR. 253533 0 15165 0 153 0 68161 0 24461 0 361473 0 0 0 SANDRA CHIN CFO 192011 0 11541 0 673 0 58933 0 24461 0 287619 0 0 0 DEREK DAVIS FUND ADMIN 185410 0 11151 0 258 0 57942 0 24461 0 279222 0 0 0 ANNETTE HASSELL ASST FUND ADMIN 110787 0 4502 0 439 0 46749 0 24461 0 186938 0 0 0 MABEL LAU BOOKKEEPER 100738 0 4040 0 439 0 44990 0 24461 0 174668 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE EXECUTIVE DIRECTOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS DISCUSSED AT TRUSTEES MEETING ANNUALLY. TRUSTEES ARE ASKED IF THEY ARE AWARE OF ANY CONFLICTS THEY MAY HAVE AND ARE REMINDED THAT THEY SHOULD BE BROUGHT TO THE BOARD'S ATTENTION IMMEDIATELY, IF ONE DOES ARISE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII-COLUMN(B)-AVG HOURS OFFICERS AND HIGHEST COMPENSATED EMPLOYEES WORK 40 HOURS PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITION IN. ALLOCATIONS OF THESE HOURS, AS WELL AS HOURS REPORTED FOR THE TRUSTEES, ARE BASED ON THE ESTIMATE OF TIME SPENT PERFORMING SERVICES TO THE RESPECTIVE ORGANIZATIONS. ANNUITY FUND OF IUOE L 9494A94B 331-337 WEST 44TH ST NEW YORK NY 100365402 136817367 ANNUITY BENEFIT NY 501(A) N/A N/A 0 COMMERCIAL EMPS-LOC 9494A94B TRAINING 331-337 WEST 44TH ST NEW YORK NY 100365402 133056021 TRAINING, SKILL IMPROVEMENT, SAFETY EDUC NY 501(C)3 10 N/A 0 INT'L UNION OF OPERATING ENG LOCAL 94 331-337 WEST 44TH ST NEW YORK NY 100365402 131109414 LABOR UNION NY 501(C)5 N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 SCHEDULE R, PART II AND IV CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION. CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. 2024 FORM 990, SCHEDULE R ATTACHMENT, LIST OF RELATED ORGANIZATIONS 120 PARK AVENUE ASSOCIATES LLC 120 WALL PROPERTY OWNER,LLC 125 MAIDEN LANE CONDOMINIUM 1250 BROADWAY ASSOCIATES LLC 125TH STREET OFFICE CENTER LLC 1345 LEASEHOLD LLC 141 WILLOUGHBY INV LLC C/O CUSHMAN & WAKEFIELD 219 OWNER LLC 220 RIVERSIDE BLVD AT TRUMP PL 225 FOURTH LLC C/O ORDA MGMT 230 PAS SPE LLCC/O TF CORNERSTONE INC. 23-30 BORDEN OWNER LLC C/O CUSHMAN & WAKEFIELD 25 BROADWAY OFFICE PROP. LLC 260-261 MADISON AVE LLC 261 FIFTH AVE TIC OWNER LLC 277 PARK AVE LLC 291 BROADWAY REALTY ASSOC 3 COLUMBUS CIRCLE, LLC 330 JAY STREET CONDOMINIUM, 60 GUILDERS LLC 370 SEVENTH AVENUE ASSOCIATES 40 WALL STREET LLC 410 PARK AVENUE ASSOCIATES, LP 430 PARK AVE CO LLP 432 PARK AVE CONDOMINIUM 450 PARK FEE OWNER LP C/O SL GREEN REALTY CORP. 450 PROPERTY OWNER (US)C/O OXFORD PROPERTIES GROUP 45-18 COURT SQUARE OWNER, LLC 452 FIFTH AVE OWNER LLC C/O CUSHMAN & WAKEFIELD 488 MADISON AVE ASSOCIATES LLC 510 FIFTH PROPCO LLC 6 EAST 43RD STREET MGMT 60 GUILDERS, LLC 609 5TH AVE OWNER LLC. 65 BROADWAY LLC 7 WORLD TRADE COMPANY, L.P. 708 THIRD AVENUE ASSOCIATES LLC 860 BROADWAY LLC. 875 THIRD AVE LLC 99 PARK AV EASTGATE RLTY ABFS ABLE ENGINEERING SERVICES ABLE ENGINEERING SERVICES AN ABM COMPANY ABLE SERVICES ABM ACTION FACILITIES MANAGEMENT, INC. 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METRO SERVICES MJH MECHANICAL MORNINGSIDE HOUSING CORP MUSEUM JEWISH HERITAGE MUTUAL REDEVELOP HSG NAMDAR REALTY GROUP NEW WATER STREET CORP NEW YORK TEMPERATURE CONTROLS NEWMARK NW 100 BROADWAY PROP.OWNER LLC NYCSS NY-CUSHMAN & WAKEFIELD MAINTENANCE CORPORATION OLNICK ORGANIZATION ONE BROADWAY OWNER, LLC C/O JONES LANG LASALLE AME ONE STATE STREET LLC ORSID REALTY CORP. MANAGER OXFORD ASSET MANAGEMENT USA INC. 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SODEXO BUFFALO SERVICE CENTER SOLOW BUILDING COMPANY STEINBERG & PAKOIK MGMT CORP STUYTOWN PROPERTY SERVICES SUPERIOR PUMP & MOTOR INC. SVF PARK NEW YORK, LLC TF CORNERSTONE,INC THE ASSOC OF BAR CITY OF N.Y. THE BLOOMBERG BUILDING THE BROMLEY COMPANIES THE GREENWICH LANE THE NEW SCHOOL UNIVERSITY THE TRUMP CORP THE TRUMP WORLD TOWER THE WITKOFF GROUP TISHMAN SPEYER HR TISHMAN SPEYER PROPERTIES, L.L.C. TOWER 56 OWNERS, LLC TOWER 570 COMPANY, LP TOWER CONDO BOARD TOWER CONSULTING ENGINEERS TRIANGLE SERVICES INC. TRUMP PALACE CONDOMINIUM C/O ORSID NY TRUMP TOWER COMMERCIAL LLC UG2 LLC UJA FEDERATION, PAYROLL UNDER 21 UNITY ELECTRIC UNIVERSITY CLUB VAIS 3 LLC VORNADO WALTER & SAMUELS, INC WATERMAN PROPERTIES, LLC WI/BSREP III 390 PARK MANAGER LLC WYCKOFF HEIGHTS HOSPITAL YALE CLUB OF NY YOTEL