STEAMFITTERS WELFARE FUND LOCAL UNION NO 475: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEAMFITTERS WELFARE FUND LOCAL UNION NO 475 (EIN 22-1516999)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349306775
- 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 | 2016-11-14T13:44:18-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222951202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSPC CPA'S AND ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070162496 | 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 | 221516999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEAMFITTERS LOCAL UNION #475 | BusinessNameLine1Txt |
| Business Name Line2 | WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEA | BusinessNameControlTxt |
| Phone | 9087541032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 MOUNT BETHEL ROAD | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM DEVIZIO | PersonNm |
| Person Title | FUND ADMINISTRATOR | PersonTitleTxt |
| Phone | 9087541032 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID EVANGELISTA | PreparerPersonNm |
| PTIN | P00002391 | PTIN |
| Phone | 9082727000 | 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 | KIM DEVIZIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 MOUNT BETHEL ROAD | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,604,300 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 217 | 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 | $14,425,383 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,193,338 | CYProgramServiceRevenueAmt |
| PY Investment Income | $442,845 | PYInvestmentIncomeAmt |
| CY Investment Income | $449,101 | CYInvestmentIncomeAmt |
| PY Other Revenue | $643,977 | PYOtherRevenueAmt |
| CY Other Revenue | $961,861 | CYOtherRevenueAmt |
| PY Total Revenue | $15,512,205 | PYTotalRevenueAmt |
| CY Total Revenue | $13,604,300 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $13,525,115 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,621,409 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $263,105 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $232,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $352,936 | PYOtherExpensesAmt |
| CY Other Expenses | $329,883 | CYOtherExpensesAmt |
| PY Total Expenses | $14,141,156 | PYTotalExpensesAmt |
| CY Total Expenses | $11,183,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,371,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,420,755 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,570,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,532,635 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,294,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,120,664 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,275,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,411,971 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND PROVIDES MEDICAL AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS. | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 414 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 217 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | STEAMFITTERS #475 WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9087541032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 MOUNT BETHEL ROAD | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT SHERLOCK SR | ||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $150,282 | $10,252 | |
| ANDREW R WELCH | ||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $3,539 | $0 | $1,200 | |
| SHAUN P SULLIVAN | ||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $144,764 | $9,052 | |
| EDWARD A FRAASS JR | ||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $144,764 | $9,202 | |
| MICHAEL R HOLSWORTH | ||||||
| EMPLOYEE TRUSTEE | 1.00 | Yes (X) | $0 | $144,764 | $9,652 | |
| MARTY J DROBNY | ||||||
| EMPLOYER TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J DURR JR | ||||||
| EMPLOYER TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B SNYDER SR | ||||||
| EMPLOYER TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B SNYDER JR | ||||||
| EMPLOYER TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD TOMAIKO | ||||||
| EMPLOYER TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM DEVIZIO | ||||||
| FUND ADMINISTRATOR | 40.00 | $97,216 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,755 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $584,574 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,358 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIGNA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 PENN PLAZA EAST PP-13V | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CLAIMS ADMIN FEE | ServicesDesc |
| Compensation | $100,556 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYERS CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,193,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,193,338 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,193,338 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $449,101 | TotalRevenueColumnAmt |
| Exclusion | $449,101 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETIREE COVERAGE PREMIUMS | 900099 | $631,786 | $631,786 |
| COBRA | 900099 | $294,642 | $294,642 |
| PARTICIPANTS' SELF PAYMENTS | 900099 | $18,758 | $18,758 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,675 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,675 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $961,861 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,604,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,155,199 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $449,101 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,621,409 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,081 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,349 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,823 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,200 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,977 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,387 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,404 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,004 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,347 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,201 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ACA TRANSITIONAL REINSU | $50,278 |
| RENTAL & COMPUTER FEES | $20,013 |
| MISCELLANEOUS EXPENSES | $4,295 |
| REPAIRS AND MAINTENANCE | $2,263 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,514 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,183,545 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70 | BOYAmt |
| EOY | $70 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,904,500 | BOYAmt |
| EOY | $3,144,820 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653 | BOYAmt |
| EOY | $1,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $227,057 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $222,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,575 | BOYAmt |
| EOY | $4,208 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,059,498 | BOYAmt |
| EOY | $11,220,402 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,014 | BOYAmt |
| EOY | $1,161,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,570,310 | BOYAmt |
| EOY | $15,532,635 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,020 | BOYAmt |
| EOY | $169,994 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,897 | BOYAmt |
| EOY | $950,670 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,294,917 | BOYAmt |
| EOY | $1,120,664 | 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 | $12,275,393 | BOYAmt |
| EOY | $14,411,971 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,275,393 | BOYAmt |
| EOY | $14,411,971 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,570,310 | BOYAmt |
| EOY | $15,532,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,420,755 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$284,177 | 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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $227,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,849 | DepreciationAmt |
| Book Value | $4,208 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,208 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRUDENTIAL CONTRACTS | Desc |
| Book Value | $11,220,402 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,220,402 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| EMPLOYERS CONTRIBUTIONS RECEIVABLE | $894,984 |
| ADVANCE DEPOSIT - HORIZON HEALTHCARE | $267,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,161,984 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RECIPROCALS | $13,444 |
| HEALTH CLAIMS PAYABLE | $678,000 |
| DUE TO AFFILIATED FUNDS | $258,536 |
| PAYROLL TAXES PAYABLE | $690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $950,670 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,301,146 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$284,177 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$284,177 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,585,323 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,977 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $18,977 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,604,300 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,803,568 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,803,568 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,977 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$639,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$620,023 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,183,545 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN BENEFIT CLAIMS ACCRUAL -639,000. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SHERLOCK SR | PersonNm |
| Title | EMPLOYEE TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $150,282 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $150,282 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN AND APPLICABLE LAW. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART VII | MARTY J. DROBNY - 211 MOUNTAIN AVE, P.O. BOX 390, SPRINGFIELD, NJ 07081. ROBERT J. DURR JR. - 80 EIGTH AVENUE, NEW YORK, NJ 10011. ROBERT B. SNYDER, SR. - 281 CENTENNIAL AVENUE, PISCATAWAY, NJ 08854. ROBERT B. SNYDER, JR. - 281 CENTENNIAL AVENUE, PISCATAWAY, NJ 08854. RICHARD TOMAIKO - 6 GARDNER ROAD, FAIRFIELD, NJ 07004. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| STEAMFITTERS LOCAL #475 VACATION FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 222351279 | PROVIDES VACATION BENEFITS TO MEMBERS. | NJ | SECTION 501(C)(9) | 0 | |
| STEAMFITTERS LOCAL #475 EDUCATION FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 226033161 | PROVIDES TRAINING AND EDUCATION TO MEMBERS. | NJ | SECTION 501(C)(3) | 0 | 170(B)(1)(A)(VI) |
| STEAMFITTERS LOCAL #475 | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 221305230 | PROVIDES COLLECTIVE BARGAINING FOR MEMBERS. | NJ | SECTION 501(C)(5) | 0 | |
| STEAMFITTERS LOCAL #475 PENSION FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 226029738 | PROVIDES PENSION BENEFITS FOR MEMBERS. | NJ | SECTION 401(A) | 0 | |
| STEAMFITTERS LOCAL #475 SURETY FUND | |||||||||
| 136 MOUNT BETHEL ROAD | WARREN | NJ | 07059 | 222351695 | PROVIDES ANNUITY BENEFITS FOR MEMBERS. | NJ | SECTION 401(A) | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (84 entries)
| A & A INDUSTRIAL PIPING INC |
| A & J REFRIGERATION INC |
| AAA REFRIGERATION SERVICE INC |
| ADMORE AIR CONDITIONING CORP |
| ADVANCED MECHANICAL CORP |
| AIR CON INC |
| AIR SYSTEMS INC |
| AJ CELIANO INC |
| AMCO ENTERPRISES INC |
| ARMISTEAD MECHANICAL INC |
| BBAPEK LLC |
| BENMAR AIR CONDITIONING LLC |
| BIG B CONTRACTING INC |
| BINSKY & SNYDER INC |
| BONLAND INDUSTRIES INC |
| BRAYCO INC |
| BUIST INC |
| CAPITOL REFRIGERATION INC |
| CAR-BER HOLDINGS INC |
| C & CE MECHANICAL CONTRACTORS |
| CENTRALPACK ENGINEERING CORPORATION |
| CFM VR TESCO LLC |
| C-K AIR CONDITIONING |
| CLASSIC PIPING SYSTEMS LLC |
| COMPETITIVE PLUMBING & HEATING INC |
| CONSTRUCTION & TURNAROUND SERVICES |
| DESESA ENGINEERING CO INC |
| DESIGN AIRE OF NJINC |
| DIRECT DIGITAL CONTROL SYSTEMS INC |
| DJ'S MECHANICAL INC |
| DU MONT MECHANICAL |
| DYNAMIC MECHANICAL CONTRACTORS INC |
| EII INC (B) |
| ENGINEERING & REFRIGER |
| ENVIRONMENTAL CLIMATE CONTROL INC |
| F & G HEATING MECHANICAL CORP |
| FLEMINGTON INSTR CO INC |
| FM SYLVAN INC |
| FOLGORE MOBILE WELDING INC |
| FRAMAN MECHANICAL |
| FRANK LILL & SON INC |
| FURINO & SON INC |
| FRANK C GIBSON INC |
| GABE SGANGA INC |
| GEORGE YETKA CORP |
| HAMMOND CONTRACTING CO |
| HARRIS ENVIORNMENT SYST INC |
| HERITAGE REFRIGERATION LLC |
| HT LYONS INC |
| INDUSTRIAL FIBERGLASS SERVICES |
| INTERSTATE MECHANICAL SERVICES |
| J MOORE & CO |
| JERSEY MECHANICAL CONTR INC |
| JJ WHITE INC |
| KF MECHANICAL LLC |
| LIMBACH COMPANY |
| LITTLE MECHANICAL |
| LS MECHANICAL |
| MATRIX SME |
| MADISON INDUSTRIAL SERVICE TEAM INC |
| MARLEY COOLING TOWER CO |
| MECHANICAL DEGREESINC |
| MECHANICAL ASSOCIATES OF NEW JERSEY |
| MERIDIAN SERVICE INDUSTRIES LLC |
| MID-ATLANTIC MECHANICAL INC |
| MMC CONTRACTORS NORTHEAST INC |
| OMNI INSTRUMENTATION SERVICES |
| PENNETTA INDUSTRIAL AUTOMATION LLC |
| PIPE CRAFT INC |
| PRECISION MECHANICAL |
| PRECISE PLUMBING INC |
| PROSPECT PIPING COMPANY |
| PTI SERVICES INC |
| RIGGS DISTLER & CO |
| SANDER AND BREYTA INC |
| SANDER MECHANICAL SERVICE INC |
| SCHECK MECHANICAL CORPORATION |
| SKANSKA USA CIVIL NORTHEAST INC |
| SUNNYFIELD CORPORATION |
| THE BARHAM GROUP LLC |
| THE FRANK A MCBRIDE COMPANY INC |
| URS ENERGY & CONSTRUCTION INC |
| VITAL SERVICES INC |
| WILLIAM J GUARINI 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 | Yes (1) | 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 | Yes (1) | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| Q | $142,654 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 SURETY FUND | ||
| Q | $108,333 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 EDUCATION FUND | ||
| Q | $56,722 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| P | $5,464 | SHARE OF ALLOCATED COST |
| STEAMFITTERS LOCAL UNION #475 PENSION FUND | ||
| K | $11,004 | ESTIMATED USAGE OF BUILDING |