2017-06-26T11:44:26-07:00 2016-12-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2016-01-01 042123707 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 98 HEALTH & WELFARE FUND INTE 4135254221 TWO CENTER SQUARE PO BOX 217 EAST LONGMEADOW MA 01028 MICHELLE PSCHWEITZER FUND ADMSTR 2017-06-26 true CAROL WESTFALL P00539069 6312734778 2016 2021-01-29 14:40:06Z 12473393 false false X WWW.IUOELOCAL98.ORG X 1959 MA TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 5 5 3 0 0 11357243 12244297 203673 229096 0 11560916 12473393 0 10537602 11175042 346524 510021 0 0 147977 20241 11032103 11705304 528813 768089 13247754 14077410 478488 431440 12769266 13645970 TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false 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 false false false false false false false false false true false false false false true 6 0 true 3 true false false false false false false false false false false false false X 5 5 false false false false false true false true true false false true true true true true true false false false X MICHELLE PSCHWEITZER 4135254221 TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 PHILIP CHAFFEE UNION TRUSTEE 0.00 1.00 X 0 111024 61645 KEITH HANCOCK UNION TRUSTEE 0.00 1.00 X 0 91891 61645 PAUL WILK UNION TRUSTEE 0.00 1.00 X 0 92114 61645 JANET CALLAHAN EMPLYR TRUSTEE 0.00 1.00 X 0 0 0 BRIAN MACDONALD eff 616 EMPLYR TRUSTEE 0.00 1.00 X 0 0 0 MICHELLE PSCHWEITZER FUND ADMSTR 40.00 0.00 X 89510 0 110789 89510 295029 295724 0 false true false BLITMAN & KING LLP 443 NORTH FRANKLIN STREET SYRACUSE NY 132045412 LEGAL 162415 schultheis & panettieri llp 210 MARCUS BLVD HAUPPAUGE NY 117883740 ACCOUNTING/AUDITING 180395 2 0 EMPLOYERS' CONTRIB. 900099 12062805 12062805 PARTCIPANTS' CONTRIB. 900099 181492 181492 12244297 210355 210355 0 0 0 18741 18741 18741 18741 0 0 0 0 12473393 12244297 229096 0 0 0 11175042 200299 0 106733 132921 44157 25911 0 125659 30000 0 0 20000 85000 0 36975 44227 0 28614 0 0 14271 0 0 4818 23648 PAYROLL AUDITS 163202 REIMBURSED COLLECTION FEES -263373 REIMBURSEMENTS FROM RELATED OR -292800 0 11705304 0 0 0 4191729 4730558 0 0 1392237 1312000 0 0 0 0 928045 977780 68975 51849 18191 17126 6717552 7023908 0 0 0 16038 13247754 14077410 412488 355440 66000 76000 478488 431440 X 12769266 13645970 12769266 13645970 13247754 14077410 768089 108615 X false true X true false 68975 51849 17126 17126 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 76000 76000 12562007 108614 108614 12453393 20000 20000 12473393 11675304 11675304 20000 10000 30000 11705304 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S change in claims payable and ibnr $10000 X false true false KEITH HANCOCK UNION TRUSTEE 90191 1700 40182 21463 153536 MICHELLE PSCHWEITZER FUND ADMSTR 83401 6109 89337 21452 200299 PAUL WILK UNION TRUSTEE 90614 1500 40182 21463 153759 PHILIP CHAFFEE UNION TRUSTEE 109424 1600 40182 21463 172669 Part III, Additional Information MICHELLE SCHWEITZER RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF RELATED PENSION, ANNUITY, COOPERATIVE TRUST, TRAINING AND WELFARE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND, WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND'S PORTION OF THESE EXPENSES IS 42% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY ARE BEING PERFORMED. ANNUAL AFFIRMATIONS ARE OBTAINED. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST. IUOE LOCAL 98 ANNUITY FUND TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 043030313 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A NA false IUOE LOCAL 98 PENSION FUND TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 046127765 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A NA false IUOE LOCAL 98 EMPLOYERS COOP TR TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 043432489 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT MA 501(C)(5) N/A NA false LOCAL 98 ENG JT TR RETRAINING AP & TR FD TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 042509496 PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION MA 501(C)(3) 2 NA false IUOE LOCAL 98 TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 041673765 LABOR UNION MA 501(C)5 N/A NA false TOWN OF SPRINGFIELD 96 MAIN STREET SPRINGFIELD VT 05156 036002884 MUNICIPAL GOVERNMENT VT N/A NA false false false false false false false false false false false true false false true true false true false false SCHEDULE R, PART II AND IV: CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. THE FILING ORGANIZATION IS NOT REQUIRED TO LIST THE COMPENSATION FOR THESE TRUSTEES BECAUSE THE RELATED ORGANIZATION (I) WAS "FOR PROFIT", (II) WAS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THE FILING ORGANIZATION OR ONE OR MORE RELATED TAX EXEMPT ORGANIZATIONS, AND (III) DID NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FILING ORGANIZATION.CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM IUOE LOCAL 98 (THE "UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.