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BUILDING TRADES WELFARE BENEFIT FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BUILDING TRADES WELFARE BENEFIT FUND (EIN 11-3310062)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201503149349300970
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-10T07:20:02-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEINBERG STECKLER & PICCIURROBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1462 7TH AVE 16TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100187606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113310062EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUILDING TRADES WELFARE BENEFIT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUILBusinessNameControlTxt
Phone5168339300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 CHARLES LINDBERGH BLVDAddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11553ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC OLYNIKPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael PicciurroPreparerPersonNm
PTINP01458515PTIN
Phone2126951300PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$30,688,082GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1996FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, DENTAL, OPTICAL, LIFE INSURANCE, TEMPORARY DISABILITY AND OTHER BENEFITS TO PARTICIPANTS OF THE PLAN AND THEIR BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,152,924PYProgramServiceRevenueAmt
CY Program Service Revenue$9,485,406CYProgramServiceRevenueAmt
PY Investment Income$587,296PYInvestmentIncomeAmt
CY Investment Income$236,210CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,740,220PYTotalRevenueAmt
CY Total Revenue$9,721,616CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$8,330,043PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$11,230,579CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$8,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$682,360PYOtherExpensesAmt
CY Other Expenses$464,844CYOtherExpensesAmt
PY Total Expenses$9,012,403PYTotalExpensesAmt
CY Total Expenses$11,703,423CYTotalExpensesAmt
PY Revenues Less Expenses-$272,183PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,981,807CYRevenuesLessExpensesAmt
Total Assets BOY$22,324,707TotalAssetsBOYAmt
Total Assets EOY$20,939,330TotalAssetsEOYAmt
Total Liabilities BOY$5,294,445TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,326,841TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,030,262NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,612,489NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, DENTAL, OPTICAL, LIFE INSURANCE, TEMPORARY DISABILITY AND OTHER BENEFITS TO PARTICIPANTS OF THE PLAN AND THEIR BENEFICIARIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$11,703,423ExpenseAmt
DescTO PROVIDE HEALTH, DENTAL, OPTICAL, LIFE INSURANCE, TEMPORARY DISABILITY AND OTHER BENEFITS TO PARTICIPANTS OF THE PLAN AND THEIR BENEFICIARIES.Desc
Total Program Service Expenses$11,703,423TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document183IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOINT BOARD OF TRUSTEESPersonNm
Phone5168339300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 CHARLES LINDBERGH BLVDAddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11553ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ERIC OLYNIK
Trustee1.001.00Yes (X)$8,000$8,000$0
FRANK RAPPO
Trustee1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,000TotReportableCompRltdOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DICKINSON GROUP LLC
50 CHARLES LINDBERGH BLVDUNIONDALENY11553THIRD PARTY ADMIN$392,056
MORGAN STANLEY SMITH BARNEY LLC
1250 PITTS-VIC ROADPITTSFORDNY14534INVESTMENT ADVISOR$113,025
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COBRA525100$57,012$57,012
EMPLOYERS CONTRIBUTION525100$9,411,114$9,411,114
RETIREES525100$17,280$17,280
FieldValueIRS element (for citing)
Total Program Service Revenue$9,485,406TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$349,999TotalRevenueColumnAmt
Exclusion$349,999ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,852,677SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$20,966,466SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$113,789SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$113,789TotalRevenueColumnAmt
Exclusion-$113,789ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,721,616TotalRevenueColumnAmt
Related Or Exempt Func Income$9,485,406RelatedOrExemptFuncIncomeAmt
Exclusion$236,210ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$11,230,579TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$70,831TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,572TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$113,025TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$191,521TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total-$4,162TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,204TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
Postage and Shipping$28,507
MISCELLANEOUS$4,346

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,703,423TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$754,616BOYAmt
EOY$734,049EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$537,496BOYAmt
EOY$438,572EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,835,148BOYAmt
EOY$1,778,261EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$6,334EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,099,010BOYAmt
EOY$17,982,114EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$98,437BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,324,707BOYAmt
EOY$20,939,330EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,284,607BOYAmt
EOY$53,841EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,838BOYAmt
EOY$1,273,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,294,445BOYAmt
EOY$1,326,841EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$17,030,262BOYAmt
EOY$19,612,489EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,030,262BOYAmt
EOY$19,612,489EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,324,707BOYAmt
EOY$20,939,330EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,981,807ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$386,334NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$4,177,700PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONSDesc
Amt$1,273,000Amt
FieldValueIRS element (for citing)
Total Liability$1,273,000TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,994,925TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$386,334NetUnrealizedGainsInvstAmt
Revenue Not Reported$386,334RevenueNotReportedAmt
Revenue Subtotal$9,608,591RevenueSubtotalAmt
Investment Expenses Not Incld$113,025InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$113,025RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,721,616TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,347,176TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$11,347,176ExpensesSubtotalAmt
Investment Expenses Not Incld2$113,025InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$243,222OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$356,247ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,703,423TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X : FIN48 FootnoteACCOUNTING 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/SINCREASED IN BENEFIT OBLIGATIONS $243222

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessTHE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE PLAN IS AN EMPLOYEE BENEFIT PLAN THAT IS SUBJECT TO ERISA. THE TRUSTEES HAVE THE STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND REPORT THEM AS THEY OCCUR.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableNO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndEINEINPrimary ActivitiesPrimaryActivitiesTxtPublic Charity StatusPublicCharityStatusTxt
BUILDING TRADE EDUCATION BENEFIT FD
50 CHARLES LINDBERGH BLVDUNIONDALENY11553NYN/Afalse
LOCAL 713 IB OF T UNION
400 GARDEN CITY PLAZAGARDEN CITYNY11530NYN/Afalse
BUILDING INDUSTRY ELECTRICAL CONTR ASSOC
926 LINCOLN AVENUEHOLBROOKNY11741NYN/Afalse261140509LABOR ORG501(C)(4)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (71 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ARS ELECTRIC LLC
695 EAST 132ND STREETBRONXNY10454NYN/Afalse
AL ENERGY SOLUTIONS LED LLC
1140 AVENUE OF THE AMERICASNEW YORKNY10036NYN/Afalse
ALCO ELECTRIC CO INC
66 MARBLEDALE RDTUCKAHOENY10707NYN/Afalse
AMPAK ELECTRICAL SERVICES
8 JOHNSON STREETSTATEN ISLANDNY10309NYN/Afalse
ANODE ELECTRICAL CORP
168-03 26TH AVENUEASTORIANY11358NYN/Afalse
BIG ANT ELECTRIC
615-C ACORN STREETDEER PARKNY11729NYN/Afalse
BLAKE ELECTRIC CONT CO INC
311 EAST 150TH STREETBRONXNY10451NYN/Afalse
BRIDGE ELEC SYSTEM
PO BOX 812OLD SAYBROOKCT06475CTN/Afalse
C & E SERVICES GROUP
PO BOX 317MARLBORONJ07746NJN/Afalse
CB ELECTRIC INC
88 WEST 39TH STREETBAYONNENJ07002NJN/Afalse
CAD ELEC CONTRACTING SERVICE CO
23-86 BQE WESTASTORIANY11103NYN/Afalse
COPPER CITY ELECTRICAL CORP
330 E 38TH STREETNEW YORKNY10016NYN/Afalse
CRANA ELECTRIC
230 SOUTH FIFTH AVENUEMOUNT VERNONNY10550NYN/Afalse
CROSSTOWN ELECTRICAL CONTRACTORS INC
37-31 58TH STREETWOODSIDENY11377NYN/Afalse
CULVER ELECTRIC
380 COURT STREETBROOKLYNNY11231NYN/Afalse
DAGNACHEW & ASSOCIATES
61-23 190TH STREETFRESH MEADOWNY11365NYN/Afalse
DEBORAH BRADLEY COSNT & MGMT
481 MANHATTAN AVENUENEW YORKNY10027NYN/Afalse
DECECK & LEONARD INC
135 PLYMOUTH STREETBROOKLYNNY11201NYN/Afalse
DEMAND ELECTRIC
230 49TH STREETBROOKLYNNY11220NYN/Afalse
DSL MARKETING LLC
708 3RD AVENUENEW YORKNY10017NYN/Afalse
DW COLE CORP
926 LINCOLN AVENUEHOLBROOKNY11741NYN/Afalse
EG ELECTRIC INC
75 78TH STREETBROOKLYNNY11209NYN/Afalse
EXPERT ELECTRIC INC
179 LIBERTY AVENUEMINEOLANY11501NYN/Afalse
FERRARA
115-07 ATLANTIC AVENUERICHMOND HILLNY11418NYN/Afalse
FERVENT ELECTRICAL CORP
63 FLUSHING AVENUEBROOKLYNNY11205NYN/Afalse
FLEETWOOD ELECTRIC CO
689 HARMONY ROADMIDDLETOWNNJ07748NJN/Afalse
FORTE CONSTRUCTION BUILDING MGMT
926 LINCOLN AVENUEHOLBROOKNY11741NYN/Afalse
GLOBAL ELECTRIC CONT OF WESTCHESTER INC
965 NEPPERHAN AVENUEYONKERSNY10703NYN/Afalse
HELLER ELECTRICAL SERV INC
1668 47TH STREETBROOKLYNNY11204NYN/Afalse
HIGHLINE ELECTRIC CORP
168-01 ROCKAWAY BLVDJAMAICANY11434NYN/Afalse
INFRASTRUCTURE ELECTRIC
14-45 117TH STREETCOLLEGE POINTNY11354NYN/Afalse
INTEGRAL ELECTRICAL
307 SEVENTH AVENUENEW YORKNY10001NYN/Afalse
INTERPHASE ELECTRIC CORP
79 ROCKLYN AVENUELYNBROOKNY11563NYN/Afalse
J UNITED ELECT CONT
149 5TH AVENUENEW YORKNY10010NYN/Afalse
J&J WIRING AND MECHANICAL CORP
120 PARKVIEW DRIVEPLEASANTVILLENY10570NYN/Afalse
JPE ELECTRIC CLERICAL
35 MARBLE LOOPSTATEN ISLANDNY10309NYN/Afalse
JCL SYSTEMS
36-36 34TH STREETLONG ISLAND CITYNY11106NYN/Afalse
JEMCO ELECTRICAL CONT INC
271 42ND STREETBROOKLYNNY11232NYN/Afalse
JEMME ELECTRIC
173 MINEOLA BLVDMINEOLANY11501NYN/Afalse
JSP ELECTRICAL CONTRACT CORP
178 INDUSTRIAL LOOPSTATEN ISLANDNY10309NYN/Afalse
J-ZACH INC
926 LINCOLN AVENUEHOLBROOKNY11741NYN/Afalse
LC POWER CORP
45 NORTH LAWN AVENUEELMSFORDNY10523NYN/Afalse
LOBELLO ELECTRIC INST CORP
3150 EAST TREMONT AVENUEBRONXNY10461NYN/Afalse
LUX ELECTRICAL INC
142 W 19TH STREETNEW YORKNY10011NYN/Afalse
MARCEL ELEC CONTRAC CORP
1406 BLONDELL AVENUEBRONXNY10461NYN/Afalse
MATROS AUTOMATED ELECTRICAL CONT
5-33 50TH AVENUELONG ISLAND CITYNY11101NYN/Afalse
MIDLAND ELECTRICAL CONT
530 MIDLAND AVENUESTATEN ISLANDNY10306NYN/Afalse
MILLENNIUM MAINT & ELECTRICAL CONTR
64 FREEMAN STREETBROOKLYNNY11222NYN/Afalse
NEW AGE ELECTRICAL CONTRACTING INC
86-16 101ST AVENUEOZONE PARKNY11416NYN/Afalse
NEW YORK EMPIRE ELECTRICAL INC
1236 JEROME AVENUEBRONXNY10452NYN/Afalse
NY ELECTRIC MAINTENANCE & DATA CORP
29-19 39TH AVENUELONG ISLAND CITYNY11101NYN/Afalse
PATRIOT ELECTRIC CORP
58-71 57TH ROADMASPETHNY11378NYN/Afalse
PEGASUS ELECTRIC
36-15 13TH STREETLONG ISLAND CITYNY11106NYN/Afalse
PENTAGON ELECTRIC INC
1 GATEWAY CENTERNEWARKNJ07102NJN/Afalse
PM PEABOY LTD
926-B LINCOLN AVENUEHOLBROOKNY11741NYN/Afalse
PREFERRED ELECTRIC II
10 BIRS AVENUELINDENHURSTNY11757NYN/Afalse
PROMAX ELECTRICAL CONTRACTOR
112-08 101ST AVENUERICHMOND HILLNY11419NYN/Afalse
R & L SYSTEMS INC
37-20 56TH STREETWOODSIDENY11377NYN/Afalse
R GUNZER INC
36-36 34TH STREETLONG ISLAND CITYNY11106NYN/Afalse
RHTW SYSTEMS CORP
926 LINCOLN AVENUEHOLBROOKNY11787NYN/Afalse
ROMERO ELECTRIC LLC
147 WEST 35TH STREETNEW YORKNY10001NYN/Afalse
STATE ELECTRIC
500 STATE HIGHWAY WESTMILLSTONENJ08535NJN/Afalse
T&J ELECTRICAL CONTRACTOR INC
73-12 70TH STREETGLENDALENY11385NYN/Afalse
TANACHION ELECTRICAL CONTRACTING INC
PO BOX 140639STATEN ISLANDNY10304NYN/Afalse
TAP ELECTRICAL CONTRATOR SERVICE INC
926 LINCOLN AVENUEHOLBROOKNY11741NYN/Afalse
TC ELECTRIC LLC
14-45 117TH STREETCOLLEGE PTNY11356NYN/Afalse
THREETECH
78-12 METROPOLITAN AVENUEMIDDLE VILLAGENY11379NYN/Afalse
TRINITY
340 WILLOW DELL LNLEOLAPA17540PAN/Afalse
TRIPLE I ELECTRICAL
173 MINEOLA BLVDMINEOLANY11501NYN/Afalse
WISE ELECTRIC
307 WEST 38TH STREETNEW YORKNY10018NYN/Afalse
ZELKA ENERGY SOLUTIONS INC
3250 HARGALE RDOCEANSIDENY11572NYN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd