2025-10-23T13:06:52-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 042624972 HEALTH & WELFARE TRUST FD IUOE LOCAL 877 & 70 HEAL 7817691877 89 ACCESS ROAD UNIT 4 NORWOOD MA 020625233 MICHAEL CANNISTRARO BUSINESS MGR, PRESIDENT, TRUSTEE 7817691877 2025-10-23 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z X MICHAEL CANNISTRARO 89 ACCESS ROAD UNIT 4 NORWOOD MA 020625233 25879209 0 X HTTP://LOCAL877.ORG X 1962 MA THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 2 2 0 0 0 0 0 0 19737379 20889334 517126 2640553 0 0 20254505 23529887 0 0 19834034 21486184 0 0 0 0 0 1798503 626096 21632537 22112280 -1378032 1417607 26801192 27976814 3263363 2696897 23537829 25279917 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 X LAURA RUDIBAUGH 3302700453 3660 STUTZ DRIVE SUITE 101 CANTFEILD OH 44406 X MICHAEL CANNISTRARO TRUSTEE 2.00 0.00 X 0 0 0 ANTHONY PISANO TRUSTEE 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 HEALTH PLANS INC 1500 W PARK DRIVE 330 WESTBORO MA 01581 HEALTH CLAIMS ADMIN 286561 BENESYS INC 1 BATTERYMARCH PARK SUITE 317 QUINCY MA 02169 ADMIN SERVICES 269146 PATRIOT MULLARE ASSOCIATES 90 DERBY STREET SUITE 200 HINGHAM MA 02043 INVESTMENT ADVISORY 151386 3 EMPLOYERS' CONTRIBUTIONS 900099 18031654 18031654 PARTICIPANTS' CONTRIBUTIONS 900099 2857680 2857680 20889334 571978 571978 4417897 2349322 2068575 2068575 2068575 23529887 20889334 0 2640553 21486184 42931 30000 151386 344184 50498 PRINTING AND POSTAGE 7097 22112280 405569 326912 987047 1595711 2451802 3570174 37984 59636 22918790 22424381 26801192 27976814 105606 109897 3157757 2587000 3263363 2696897 X 0 0 0 0 23537829 25279917 23537829 25279917 26801192 27976814 1417607 324481 0 X X 0 1 X 1 0 0 BENEFIT CLAIMS PAYABLE 2587000 2587000 23702982 324481 324481 23378501 151386 151386 23529887 23881208 0 23881208 151386 -1920314 -1768928 22112280 PART XII, LINE 4B - OTHER ADJUSTMENTS: NET CHANGE IN BENEFITS PAYABLE -1,920,314. FORM 990, PART VI, SECTION A, LINE 6 COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN FOR MEMBERS AND RETIREES OF IUOE LOCALS 877 & 70 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO ADDITIONAL COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES HAS GIVEN AUTHORITY TO THE FUND ADMINISTRATOR TO REVIEW ALL TAX DOCUMENTATION BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS A CONFLICT OF INTEREST POLICY IN ACCORDANCE WITH ERISA FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST IUOE LOCAL 877 89 ACCESS ROAD UNIT 4 NORWOOD MA 020625233 042382284 LABOR UNION MA 501(C)(5) 0 IUOE LOCAL 877 ANNUITY FUND 89 ACCESS ROAD UNIT 4 NORWOOD MA 020625233 043228497 BENEFIT PLAN MA 501(A) 0 IUOE LOCAL 877 APPR TNG & SKILL IMPR FD 89 ACCESS ROAD UNIT 4 NORWOOD MA 020625233 046849959 TRAINING FUND MA 501(C)(5) 0 IUOE LOCAL 877 SCHOLARSHIP FUND 89 ACCESS ROAD UNIT 4 NORWOOD MA 020625233 043436019 SCHOLARSHIP FUND MA 501(C)(3) LINE 11 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 2024 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS (A) NAME LOCAL 877 REALTY TRUST ABLE ENGINEERING SERVICES CBRE, INC C&W FACILITY SERVICES, INC GLOBAL SPECTRUM, L.P JONES LANG LASALLE AMERICAS,INC CONSOLIDATED ASSET MANAGEMENT SERVICES ENTENSIV OPERATIONS, LLC MUSEUM OF FINE ARTS CMC MAINTENANCE STEWARD ST. ELIZABETH'S MEDICAL CENTER OF BOSTON, INC VEOLIA NORTH AMERICA DUNKIN DONUTS CENTER ECOMAINE WEST ROXBURY CRUSHED STONE MARSHALLS - TJ MAXX EDL ENERGY ENGIE K CORP SATELLITE SERVICES, INC. MENTOR TECHNICAL GROUP ALLINA HEALTH SUSTEMS J'S ASSOCIATES SMB MANAGEMENT CORP, INC. ISS GROUP UG2 LLC VICINITY ENERGY I&L JOINT VENTURE MULTI AIR SERVICES ENGINEERS