2018-07-19T13:27:02-07:00 2017-12-31 131577780 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2017-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 RITA KOSTIK FUND MANAGER 2018-07-19 true CAROL WESTFALL P00539069 6312734778 2017 2022-09-23 18:48:47Z RITA KOSTIK 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 24926973 false false X HTTP://IUOELOCAL137.COM/ X 1951 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 10 84572 65558 0 20008108 20383703 715288 1174237 0 20723396 21557940 0 16751539 22443676 885877 928657 0 0 186013 510841 17823429 23883174 2899967 -2325234 32226248 32798756 4197243 6331560 28029005 26467196 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. false false false false false false false false false true false 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 true false false false false false false true false false true 751 0 true 10 true true true false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true false false false X RITA KOSTIK 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFF LOUGHLIN UNION TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY BRACCIO JR UNION TRUSTEE 1.00 0.00 X 0 0 0 JOHN MCGILL UNION TRUSTEE 1.00 0.00 X 0 0 0 ROSS PEPE EMP TRUSTEE 1.00 0.00 X 0 0 0 RICHARD LOMBARDI EMP TRUSTEE 1.00 0.00 X 0 0 0 MARK FANTE EMP TRUSTEE 1.00 0.00 X 0 0 0 RITA KOSTIK FUND MANAGER 40.00 0.00 X 144020 0 92780 144020 92780 1 false true false BASIL CASTROVINCI & ASSOC 36 HOPATCHUNG RD HOPATCONG NJ 07843 ACTUARY/MED TPA 576534 schultheis & panettieri llp 210 marcus blvd hauppauge NY 11788 accountant 252671 2 0 EMPLOYERS' CONTRIB 900099 18400144 18400144 PARTICIPANTS' CONTRIB 900099 1983559 1983559 20383703 779954 -13866 793820 0 0 0 3763316 3369033 394283 394283 98438 295845 0 0 0 0 21557940 20383703 84572 1089665 0 0 0 22443676 236800 0 378281 107904 164328 41344 0 34676 150380 0 0 114100 31652 0 50935 36821 0 59535 0 0 0 0 0 3060 12876 ADJ TO THE STAFF PENS FUND ST 548155 REIMB PAYROLL,BEN & TAXES -531349 0 23883174 0 0 0 2492383 1665354 210568 81120 0 2767182 3355859 0 0 0 0 0 142791 142791 3060 0 26702149 27646323 0 0 0 50906 50100 32226248 32798756 163554 85703 4033689 6245857 4197243 6331560 X 28029005 26467196 28029005 26467196 32226248 32798756 -2325234 763425 X false true X true false 142791 142791 CLAIMS PAYABLE 4370419 ESCROW LIABILITY 84900 net pension liability 900538 VACATION BENEFITS PAYABLE 890000 6245857 22207265 763425 763425 21443840 114100 114100 21557940 21991289 21991289 114100 1777785 1891885 23883174 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S CHANGE IN CLAIMS PAYABLE AND IBNR $1777785 X false false false RITA KOSTIK FUND MANAGER 144020 66393 26387 236800 Part II, Compensation from Unrelated Organizations RITA KOSTIK RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND MANAGER OF THIS ENTITY AND THE RELATED UNION AND 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 29% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. connor loughlin FAMILY MEMBER 50791 employment false Form 990, Part VI, Line 11b: Form 990 Review Process 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts REVIEW OF THE CONFLICT OF INTEREST POLICY is done annually at a trustees meeting and with the employeEs. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. APPRENTICE FUND IUOE LOCAL 137 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATION NY 501(C)3 2 N/A false THE PENS PLAN IUOE L 137ABCR AFL-CIO 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 131825849 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A NA false IUOE ANNUITY FUND LOCAL 137ABCR 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A NA false IUOE LOCAL 137 ABCR 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 N/A NA false OPERATING ENGINEERS LOCAL 137 LMC 1360 PLEASANTVILLE RD BRIARCLIFF MANOR NY 10510 826654758 BENEFIT FUND NY 501(C)5 N/A NA false false false false false false false false false false false true false false true true false true false false FORM 990 - 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. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION.