2025-10-09T12:14:32-07:00 2024-12-31 611632657 MANFRE CPA PC 84 Business Park Dr Ste 204 Armonk NY 10504 990 2024-01-01 222586287 SHEET METAL WORKERS LOCAL UNION NO 25 NEW JERSEY WELFARE FUND SHEE 2015070330 440 BARELL AVENUE CARLSTADT NJ 07072 JOSEPH DEMARK JR Trustee 2025-10-09 true true Joseph E Manfre CPA P00364785 9147300700 2024 2025-03-06 01:10:19Z 440 BARELL AVENUE CARLSTADT NJ 07072 12761387 false X N/A X 1985 NJ SEE PAGE 2 FOR ORGANIZATION'S MISSION STATEMENT 6 0 8 0 0 13211773 12127142 752947 626498 19679 6586 13984399 12760226 0 11494896 11467531 495062 535914 0 0 496675 573863 12486633 12577308 1497766 182918 26831737 29036759 916906 1174506 25914831 27862253 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 false 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 8 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 156894 0 81011 VIRGINIA OLSEN ASSOC ADMINISTRA. 40.00 0.00 140808 0 85162 JOSEPH DEMARK JR Trustee 5.00 0.00 X 0 0 0 CRAIG HOFFMANN Trustee 5.00 0.00 X 0 0 0 NICHOLAS COSTA 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 297702 166173 2 false true false AMALGAMATED LIFE INSURANCE 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 STOP LOSS INSUR 405099 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 TPA MEDICAL BENEFITS 389526 UNICARE LIFE & HEALTH INSUR CO PO BOX 511300 LOS ANGELES CA 90051 LIFE & AD&D INSUR 167730 SIERRA HEALTH AND LIFE INSURANCE COMPANY INC 4316 RICE LAKE ROAD DULUTH MN 55811 MEDICARE RETIREE BENEFITS 1512925 4 0 COBRA 67674 67674 EMPLOYER CONTRIBUTIONS 10554944 10554944 RETIREES 1270412 1270412 SASMI 234112 234112 12127142 0 626498 626498 0 0 1161 1161 0 0 0 0 EMPLOYER REIMB LEGAL INT 6586 6586 6586 12760226 12753640 6586 0 0 0 11467531 156894 0 164288 53473 145575 15684 0 13886 53240 0 0 105065 0 0 34218 0 0 17641 0 0 20122 0 0 5512 21062 THIRD PARTY ADMINISTRATOR 407925 ACTUARY FEES 77668 COMPUTER PROCESSING SER 48775 POSTAGE AND PRINTING 6050 -237301 12577308 0 0 0 1249616 1242594 246872 166743 0 835672 818898 0 0 0 0 0 266684 266684 5512 0 5600411 5941686 17424867 19875682 0 0 1468787 991156 26831737 29036759 74606 55006 842300 1119500 916906 1174506 X 25914831 27862253 25914831 27862253 26831737 29036759 182918 1764504 X false true X true false 97693 97693 164911 164911 4080 4080 19875682 CLAIMS INCURRED BUT NOT REPORTED 303888 CLAIMS PAYABLE 815612 1119500 14419665 1764504 1764504 12655161 105065 105065 12760226 12195043 12195043 105065 277200 382265 12577308 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN IBNR $-3701 CHANGES IN CLAIMS PAYABLE $280901 false false false KARLEEN O'NEILL ADMINISTRATOR/ CONTROLLER 156894 81011 237905 VIRGINIA OLSEN ASSOC ADMINISTRA. 140808 85162 225970 VIRGINIA OLSEN NIECE 140808 SALARY ASSOC ADMIN false VIRGINIA OLSEN NIECE 85162 BENEFITS ASSOC ADMIN false Form 990, Part VI, Section B, Line 11b 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, Section B, Line 15b 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, Section C, Line 19 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 BENMAR CONDITIONAIRE CORP 65 CLIFTON BLVD CLIFTON NJ 07015 NJ N/A false BONLAND INDUSTRIES 50 NEWARK POMPTON TURNPIKE WAYNE NJ 07470 NJ N/A false BROTHERS SHEET METAL 3 CAMRE DRIVE NEWTON NJ 07860 NJ N/A false CAPITAL HARDWARE SUPPLY 10 RAILROAD AVE CLOSTER NJ 07624 NJ N/A false D&M SHEET METAL 430 CENTRAL AVE EAST RUTHERFORD NJ 07073 NJ N/A false DYNAMIC BALANCING 93 DRS JAMES PARKER BLVD RED BANK NJ 07701 NJ N/A false EMPIRE TESTING & BALANCING PO BOX 795 MAHWAH NJ 07430 NJ N/A false ENVIRONMENTAL CLIMATE CONTROL 51 PATERSON AVE WALLINGTON NJ 07057 NJ N/A false F&G MECHANICAL CORP 348 NEW COUNTRY RD SECAUCUS NJ 07094 NJ N/A false INDEPENDENT SHEET METAL COINC 2 NORTH CORPORATE DRIVE HAWTHORNE NJ 07506 NJ N/A false JANSON ASSOCIATES 130 MOZART STREET E RUTHERFORD NJ 07073 NJ N/A false KF MECHANICAL LLC 10 STEWART PLACE WHIPPANY NJ 07981 NJ N/A false MAX GURTMAN & SONS 5 CENTRAL AVE CLIFTON NJ 07015 NJ N/A false NORTHEAST SHEET METAL 870 WARRICK TURNPIKE HEWITT NJ 07421 NJ N/A false PAR SHEET METAL 220 WEST FIRST AVE ROSELLE NJ 07203 NJ N/A false SENSIBLE SHEET METAL 117 LINCOLN AVE CLIFTON NJ 07011 NJ N/A false SMWL25 NJ EDUCATION FUND 440 BARELL AVE CARLSTADT NJ 07072 NJ N/A false SMWL25 NJ UNION 440 BARELL AVE CARLSTADT NJ 07072 NJ N/A false SKANSKA CONSTRUCTION 389 INTERPACE PARKWAY 5TH FL PARSIPPANY NJ 07054 NJ N/A false AIR & SPECIALTIES 276 SHEFFIELD STREET MOUNTANSIDE NJ 07092 NJ N/A false AIR POWER 26 COMMERCE DRIVE UNIT Q2 FAIRFIELD NJ 07004 NJ N/A false AIRSIDE INC 246 BRIGHTON RD ANDOVER NJ 07821 NJ N/A false RICHARD SHEET METAL INC PO BOX 1214 HACKENSACK NJ 07601 NJ N/A false CHRIS ANDERSEN ROOFING 95 NEW BRUNSWICK AVE STE 1 PERTH AMBOY NJ 08861 NJ N/A false DRS AIR BALANCING CORP 46 WILSON DRIVE SUITE C SPARTA NJ 07871 NJ N/A false PREFERRED MECHANICAL INC 18 MADISON STREET ABERDEEN NJ 07747 NJ N/A false THASSIAN MECHANICAL CONTRACTING 641 RT 36 BELFORD NJ 07718 NJ N/A false L S MECHANICAL 51 LAFAYETTTE STREET CARTERET NJ 07008 NJ N/A false NEWARK BOARD OF EDUCATION 765 BROAD ST NEWARK NJ 07102 NJ N/A false EPIC MECHANICAL INC 3320 RT 66 NEPTUNE NJ 07753 NJ N/A false G P SYSTEMS 25 CRANDALL AVENUE POMPTON LAKES NJ 07442 NJ N/A false PATWOOD ROOFING 3 PECKMAN RD LITTLE FALLS NJ 07424 NJ N/A false BIG B CONTRACTING INC 708-1 OLD SHORE ROAD FORKED RIVER NJ 08731 NJ N/A false CENTRAL SHEET METAL 897 SOUTH AVENUE MIDDLESEX NJ 08846 NJ N/A false DOME SHEET METAL 1200 MORRIS TURNPIKE SHORT HILLS NJ 07078 NJ N/A false HAYS SHEET METAL 600 WILSON AVE NEWARK NJ 07105 NJ N/A false MONOGHAN RESTORATION SERVICES 36 S MAIN STREET PEARL RIVER NY 10965 NY N/A false SMW LOCAL 27 160 SOMERSET STREET NEW BRUNSWICK NJ 08901 NJ N/A false CUSTOM EXTERIOR SYSTEMS 2 ORANGE TURNPIKE SLOATSBURG NY 10974 NY N/A false DOME SHEET METAL 712 16TH AVENUE BELMAR NJ 07719 NJ N/A false GERARD SHEET METAL 385 LEXINGTON AVE EAST BRUNSWICK NJ 08816 NJ N/A false INDIANA STATE COUNCIL OF ROOFERS HEALTH 3440 KOSSUTH ST LAFAYETTE IN 47905 IN N/A false SASMI HEALTH & WELFARE 3180 Fairview Park Drive STE 150 FALLS CHURCH VA 22042 VA N/A false DYNAMIC KITCHEN INSTALLERS 23 CHANCELLOR AVE NEWARK NJ 07112 NJ N/A false SMW LOCAL 110 3150 US ROUTE 60 ONA WV 25545 WV N/A false SMW LOCAL 44 698 DWIGHT STREET WILKESBARRE PA 18703 PA N/A false SMW LOCAL 20 2828 EAST 45TH Street PO BOX 20530 INDIANAPOLIS IN 46220 IN N/A false SMW LOCAL 22 700 SWENSON DR KENILWORTH NJ 07033 NJ N/A false SMW LOCAL 24 6550 Poe Ave DAYTON OH 45414 OH N/A false SMW LOCAL 4 6735 WHITTEN PLACE MEMPHIS TN 38133 TN N/A false SHEET METAL WORKERS LU 85 4830 MENDEL COURT SW ATLANTA GA 30336 GA N/A false SMW LOCAL 98 3150 US ROUTE 60 ONA WV 25545 WV N/A false SMWL25 WELFARE 440 BARELL AVE CARLSTADT NJ 07072 NJ N/A false ULTIMATE COMFORT CONTROL 2 KIEL AVENUE KINNELON NJ 07405 NJ N/A false WM J DONOVAN CO 3429 W INDIANA AVE PHILADELPHIA PA 19132 PA N/A false WUN CALL LLC PO BOX 3001 NEWTON NJ 07860 NJ N/A false AC GENTRY 640 BETHLEHEM PIKE COLMAR PA 18915 PA N/A false false false false false false false false false false true true false false true true false true false false SMW FUNDS SERVICE FACILITY INC j 22070 LEASE PAYMENTS SMW FUNDS SERVICE FACILITY INC n 436 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC o 6914 ALLOCATED EXPS SMW FUNDS SERVICE FACILITY INC q 8000 CASH RECEIPTS SMW LOCAL UNION NO 25 NJ ANNUITY FUND k 3976 LEASE ALLOCATED SMW LOCAL UNION NO 25 NJ ANNUITY FUND n 65404 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND o 71240 ALLOCATED EXPS SMW LOCAL UNION NO 25 NJ ANNUITY FUND q 159968 CASH RECEIPTS SMW LOCAL UNION NO 25 VACATION FUND k 452 LEASE ALLOCATE SMW LOCAL UNION NO 25 VACATION FUND n 5382 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND o 8101 ALLOCATED EXPS SMW LOCAL UNION NO 25 VACATION FUND q 23340 CASH RECEIPTS