UNITED WIRE METAL & MACHINE HEALTH & WELFARE FUND: Form 990, tax year 2015
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- Organization
- UNITED WIRE METAL & MACHINE HEALTH & WELFARE FUND (EIN 13-5608135)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201603169349300740
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T08:25:03-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131578842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHBINDER TUNICK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101190219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135608135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WIRE METAL & MACHINE HEALTH & | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2126914100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24-09 38TH AVENUE | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY S MORGAN | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 2126914100 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00293700 | PTIN |
| Phone | 2126955003 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HARVEY S MORGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24-09 38TH AVENUE | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,291,411 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, ITEM 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,055,844 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,013,739 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,826,792 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,621,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,151,363 | PYOtherRevenueAmt |
| CY Other Revenue | $1,634,706 | CYOtherRevenueAmt |
| PY Total Revenue | $20,033,999 | PYTotalRevenueAmt |
| CY Total Revenue | $29,269,884 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,755,265 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $25,232,370 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,718,805 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,777,882 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,506,108 | PYOtherExpensesAmt |
| CY Other Expenses | $1,593,488 | CYOtherExpensesAmt |
| PY Total Expenses | $23,980,178 | PYTotalExpensesAmt |
| CY Total Expenses | $28,603,740 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,946,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $666,144 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $81,326,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,514,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $959,977 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $570,974 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,366,723 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $80,943,502 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HOSPITAL,MEDICAL, SURGICAL, DENTAL, OPTICAL, DISABILITY, DEATH AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS SERVICED WAS APPROXIMATELY 3,350. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 792 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY MORGAN ADMINISTRATOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126914100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24-09 38TH AVENUE | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SMITH | ||||||||
| UNION TRUSTEE | 0.00 | 40.00 | Yes (X) | $0 | $181,317 | $33,345 | ||
| DONNA SANTORO | ||||||||
| UNION TRUSTEE | 0.00 | 40.00 | Yes (X) | $0 | $172,186 | $33,342 | ||
| THOMAS FEELEY | ||||||||
| UNION TRUSTEE | 0.00 | 40.00 | Yes (X) | $0 | $151,689 | $39,802 | ||
| HARVEY MORGAN | ||||||||
| ADMINISTRATOR / EMP TRUSTE | 26.00 | 0.00 | Yes (X) | $208,163 | $0 | $40,017 | Yes (X) | |
| ROBERT ZISKIN | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 0.00 | Yes (X) | $7,500 | $0 | $0 | ||
| PETER AJALAT | ||||||||
| EMPLOYER TRUSTEE | 1.00 | Yes (X) | $7,500 | $0 | $0 | |||
| ROSANNA FURIO | ||||||||
| FUND MANAGER | 13.00 | $137,346 | $0 | $41,140 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $360,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $505,192 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $187,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | |||||
| ELEVEN TIMES SQUARE 1861 | NEW YORK | NY | 10036 | LEGAL | $444,248 |
| WHITESTAR ADVISORS LLC | |||||
| 902 CLIENT MOORE RDSTE 104 | BOCA RATON | FL | 33487 | INVESTMENT ADVISOR | $381,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 900099 | $23,865,523 | $23,865,523 |
| COBRA CONTRIBUTIONS | 900099 | $148,216 | $148,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,013,739 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,461,229 | TotalRevenueColumnAmt |
| Exclusion | $1,461,229 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,181,737 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,020,307 | SecuritiesAmt |
| Other | $1,220 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,161,430 | SecuritiesAmt |
| Other | -$1,220 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,160,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,160,210 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REIMBURSED EXPENSES | 900099 | $1,247,187 | $1,247,187 |
| PRESCRIPTION REBATE INCOME | 900099 | $264,039 | $264,039 |
| OTHER INCOME - CLASS ACTION SETTL | 900099 | $68,549 | $68,549 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,931 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,634,706 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,269,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,808,655 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,461,229 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,232,370 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,180 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,094,295 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,953 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,181 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,273 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,144 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,780 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,178 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,861 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,056 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,775 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,203 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,957 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,694 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,285 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,665 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEES, DUES AND SUBSCRIP | $8,126 |
| MISCELLANEOUS | $5,764 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,603,740 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,074,293 | BOYAmt |
| EOY | $2,875,097 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,673,706 | BOYAmt |
| EOY | $618,355 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,084 | BOYAmt |
| EOY | $3,179,404 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,403 | BOYAmt |
| EOY | $81,364 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $210,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $201,948 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,506 | BOYAmt |
| EOY | $8,074 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,462,831 | BOYAmt |
| EOY | $26,742,489 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,837,325 | BOYAmt |
| EOY | $46,991,238 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,552 | BOYAmt |
| EOY | $1,018,455 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,326,700 | BOYAmt |
| EOY | $81,514,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,155 | BOYAmt |
| EOY | $466,747 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,822 | BOYAmt |
| EOY | $104,227 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,977 | BOYAmt |
| EOY | $570,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,366,723 | BOYAmt |
| EOY | $80,943,502 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,366,723 | BOYAmt |
| EOY | $80,943,502 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,326,700 | BOYAmt |
| EOY | $81,514,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $666,144 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$89,365 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,022 | OtherCostOrOtherBasisAmt |
| Depreciation | $201,948 | DepreciationAmt |
| Book Value | $8,074 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,074 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CONSTRUCTION PROJECT LOANS | $12,620,450 | F |
| LIMITED LIABILITY COMPANIES - REAL ESTATE | $34,370,788 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,991,238 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $104,227 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $104,227 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,393,374 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$89,365 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$89,365 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,482,739 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $541,178 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,245,967 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,787,145 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,269,884 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,816,595 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,245,967 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,245,967 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,062,562 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $541,178 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $541,178 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,603,740 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REIMBURSED EXPENSES OF $1,247,187 AND LOSS ON SALE OF FIXED ASSETS OF $1,220 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REIMBURSED EXPENSES OF $1,247,187 AND LOSS ON SALE OF FIXED ASSETS OF $1,220 |
| PART XII, LINE 4B, AND PART XIII, LINE 2D | REIMBURSED EXPENSES OF $1,247,187 ARE SHOWN AS AN OFF-SET TO ADMINSTRATIVE EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SMITH | ||||||||||||||
| UNION TRUSTEE | $0 | $181,317 | $0 | $0 | $0 | $0 | $0 | $26,240 | $0 | $7,105 | $0 | $214,662 | $0 | $0 |
| DONNA SANTORO | ||||||||||||||
| UNION TRUSTEE | $0 | $172,186 | $0 | $0 | $0 | $0 | $0 | $26,240 | $0 | $7,102 | $0 | $205,528 | $0 | $0 |
| THOMAS FEELEY | ||||||||||||||
| UNION TRUSTEE | $0 | $151,689 | $0 | $0 | $0 | $0 | $0 | $32,240 | $0 | $7,562 | $0 | $191,491 | $0 | $0 |
| HARVEY MORGAN | ||||||||||||||
| ADMINISTRATOR / EMP TRUSTE | $208,163 | $0 | $0 | $0 | $0 | $0 | $31,117 | $0 | $8,900 | $0 | $248,180 | $0 | $0 | $0 |
| ROSANNA FURIO | ||||||||||||||
| FUND MANAGER | $137,346 | $0 | $0 | $0 | $0 | $0 | $32,240 | $0 | $8,900 | $0 | $178,486 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS SMITH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER UNION TRUSTEE OF FUND | RelationshipDescriptionTxt |
| Transaction | $37,120 | TransactionAmt |
| Transaction | COMPENSATION AS REAL ESTATE DIRECTOR | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FORM 990, PART VI, LINE 2: LOUIS SMITH, FORMER UNION TRUSTEE AND MICHAEL SMITH ARE FATHER AND SON. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FUND HAS PARTICIPANTS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2015. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY ERISA. |
| FORM 990, PART XII, LINE 2C: | THE FUND'S PROCESS FOR OVERSEEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOCAL 810 IBT | ||||||||||
| 24-09 38TH AVENUE | LONG ISLAND CITY | NY | 11101 | 135624913 | RELATED LABOR UNION | NY | 501C(5) | N/A | N/A | Yes (1) |
| UNITED WIRE METAL & MACHINE PENSION FUND | ||||||||||
| 24-09 38TH AVENUE | LONG ISLAND CITY | NY | 11101 | 135608135 | PROVIDES RETIREMENT BENEFITS TO ITS MEMBERS | NY | 501A | N/A | N/A | 0 |
| WINTHROP UNIVERSITY HOSPITAL | ||||||||||
| ST LUKE'S - ROOSEVELT HOSPITAL CENTER | ||||||||||
| NEW YORK UNIVERSITY | ||||||||||
| NEW YORK UNIVERSITY MEDICAL CENTER | ||||||||||
| FORDHAM UNIVERSITY | ||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (87 entries)
| A & S WINDOW ASSOCIATES |
| ABC CARPET COINC |
| ABC ORIENTAL CARPET COINC |
| ACCURATE FORMING CORP |
| ADMIRAL METALS |
| AIRWELD |
| ALBEST METAL STAMPING CORP |
| ALLIANCE FOR DOWNTOWN NYABM |
| AMETEK THERMAL BUSINESS INC PLAN 4 |
| ARCHITECTURAL WINDOWS CORP |
| ARMA D&S INC |
| ASTRO ELECTROPLATING CO |
| AWISCO NEW YORK CORP |
| BD MANAGERS OF THE LANGSTON CONDO |
| BEL TRANSFORMER INC |
| BETH MOSES CEMETERY |
| BINA OFFICE FURNITURE |
| BOB MIMS ROOFING & SHEET METAL |
| CHEEZWHSECOM |
| COLUMBIA BUTTON & NAILHEAD |
| CONTINENTAL SEASONING |
| CREST-FOAM INDUSTRIES |
| ECKHOFF TRUCK BODIES INC |
| EMPIRE SAFE COMPANY INC |
| EMPIRE STATE METAL PRODUCTS |
| EXPERT METAL SLITTERS INC |
| FAVORITE PLASTICS |
| FORDHAM TOYOTA |
| FOUR SEASONS SOLAR PRODUCTS |
| FRANKLIN STAINLESS CORP |
| FREEPORT SCREEN & STAMPING |
| HARRY BRAINUM JR INC |
| INFINITI OF LYNBROOK |
| JOSEPH ELETTO TRANSFERINC |
| JULIUS BLUM & CO INC |
| KATZ METAL FABRICATORS INC |
| KILROY ARCHITECTURAL WINDOWS INC |
| KOENIG IRON WORKS INC |
| KONE INC |
| LASORSA MANAGEMENT CORP |
| LEWIS BRASS & COPPER CO |
| LONG ISLAND CARPET CLEANERS |
| MAJESTIC RUG CLEANING CO |
| MASON IND & MERCER RUBBER CO |
| MGR EQUIPMENT CORP |
| MIDTOWN HVAC ENTERPRISES |
| MILLER-BLAKER INC |
| MONTAUK RUG & CARPET CORP |
| NEW YORK CENTRAL ART SUPPLY |
| NORBET TRUCKING |
| PARAMOUNT WIRE CO |
| PETSON BUILDING SUPPLY INC |
| PMP INDUSTRIES INC |
| RANCHERS BEST WHOLESALE MEAT |
| REGENT BABY PRODUCTS CORP |
| ROTAX METALS INC |
| S & S INDUSTRIES INC |
| SERGE DUCT DESIGN INC |
| SKORR STEEL CO |
| SNAPPLE DISTRIBUTORS INC |
| TESTRITE INSTRUMENT CO |
| TRANS WORLD MOTOR FREIGHT LLC |
| TRANS-WORLD MARKETING |
| WEW CONTAINER CORP |
| WELLWOOD CEMETERY |
| WESTCHESTER TOYOTA INC |
| WOODSTOCK FARMS |
| YALOZ MOLD & DIE CO |
| AMERSTDAM TOBACCO CO INC MASTER SHOP |
| ARTHUR BROWN & BRO INC |
| CANTEEN VENDING & OCS SERVICES |
| CENTER CAND CORP MASTER SHOP |
| GLOBE WHOLESALE CO MASTER SHOP |
| HAROLD LEVINSON ASSOCIATION INC |
| LEWIS FLUSHING CORP |
| MARVIN GUTLOVE |
| NEW YORK PROVINCE |
| PANASONIC -DIV MATSUSHITA ELECTRIC |
| ROSE TRUCKING CO |
| SODEXO INC |
| SUNRISE CANDY & TOBACCO CO MASTER SHOP |
| T & R TOBACCO SALES CO |
| THE JESUITS OF FORDHAM INC |
| UNIVERSAL METAL & ORE CO |
| WHITE ROSE ROZEN |
| WORKPLACE TRUCKING LLC |
| YRC WORLDWIDE INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WIRE METAL & MACHINE PENSION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $887,240 | InvolvedAmt |
| Method Of Amount Determination | ALLOC. STUDY PERF'D BY IND CPA'S | MethodOfAmountDeterminationTxt |