2025-11-13T13:55:58-06:00 2024-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 221516999 STEAMFITTERS LOCAL UNION #475 WELFARE FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2025-11-13 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2024 2025-03-06 01:10:19Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 17920836 0 X N/A X 1951 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 10 0 269 0 0 0 0 0 17338830 16125843 1324902 1775357 926525 19636 19590257 17920836 0 0 14439915 14954534 208020 207196 0 0 0 269435 278112 14917370 15439842 4672887 2480994 49531176 53279260 1030749 1004409 48500427 52274851 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 THE FUND PROVIDES MEDICAL AND DEATH BENEFITS TO MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 269 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEAMFITTERS #475 WELFARE FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0.50 40.00 X 0 176895 172702 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0.50 40.00 X 0 171356 167534 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0.50 0.50 X 0 171356 167397 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.50 X 0 0 0 PHILLIP PETILLO EMPLOYER TRUSTEE 0.50 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.50 X 0 0 0 ERIC EVANS EMPLOYER TRUSTEE 0.50 X 0 0 0 JEFF DIPANO EMPLOYER TRUSTEE 0.50 X 0 0 0 THOMAS MANNING EMPLOYEE TRUSTEE 0.50 40.00 X 0 171356 167391 ANDREW MURPHY EMPLOYEE TRUSTEE 0.50 X 2265 3338 1780 KIM DEVIZIO FUND ADMINISTRATOR 40.00 X 132742 0 98702 135007 694301 775506 1 0 1 0 HORIZON BLUE CROSS BLUE SHIELD 3 PENN PLAZA EAST PP-13V NEWARK NJ 07105 CLAIMS ADMIN FEE 527445 1 EMPLOYERS CONTRIBUTIONS 900099 15209145 15209145 RETIREE COVERAGE PREMIUMS 900099 765488 765488 COBRA 900099 89360 89360 PARTICIPANTS SELF PAYMENTS 900099 61850 61850 16125843 1775357 1775357 MISCELLANEOUS INCOME 900099 19636 19636 19636 17920836 16145479 0 1775357 14954534 113858 37199 47344 8795 30416 53849 42545 32000 20082 11819 2018 1359 39926 RENTAL & COMPUTER FEES 30408 PCORI FEE 4244 REPAIRS & MAINTENANCE 3395 TRAVEL & AUTO EXPENSE 2342 3709 15439842 70 23486223 25286419 5458 1172 310317 240094 5708 70223 5169328 5441855 19279729 21204151 1584660 1275440 49531176 53279260 153885 126254 876864 878155 1030749 1004409 X 0 0 0 0 48500427 52274851 48500427 52274851 49531176 53279260 2480994 1293430 0 X X 0 1 X 1 0 12992 12992 0 297325 227102 70223 70223 GUARANTEED INVESTMENT CONTRACTS 16079613 F COMMON COLLECTIVE FUNDS 5124538 F 21204151 HEALTH CLAIMS PAYABLE 831493 PAYROLL TAXES PAYABLE 5152 RECIPROCALS' CONTRIBUTIONS PAYABLE 22396 OPERATING LEASE LIABILITIES 19114 878155 X 19171721 1293430 1293430 17878291 42545 42545 17920836 15391571 0 15391571 42545 5726 48271 15439842 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON SEPTEMBER 8, 2024, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE 5,726. X 0 0 0 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 0 174679 0 0 0 2216 0 108490 0 64212 0 349597 0 0 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0 170168 0 0 0 1188 0 105333 0 62201 0 338890 0 0 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0 169618 0 0 0 1738 0 106159 0 61238 0 338753 0 0 THOMAS MANNING EMPLOYEE TRUSTEE 0 169596 0 0 0 1760 0 117798 0 49593 0 338747 0 0 KIM DEVIZIO FUND ADMINISTRATOR 132742 0 0 0 0 0 49587 0 49115 0 231444 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 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. 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) 170(B)(1)(A)(II) 0 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 A & A INDUSTRIAL PIPING INC AAA REFRIGERATION SERVICE INC ADVANCED MECHANICAL CORP AMCO ENTERPRISES INC ARMISTEAD MECHANICAL INC BENMAR AIR CONDITIONING LLC BINSKY & SNYDER INC BUIST INC CENTRALPACK ENGINEERING CORPORATION DESESA ENGINEERING CO INC EII INC ENVIRONMENTAL CLIMATE CONTROL INC F & G HEATING MECHANICAL CORP FM SYLVAN INC FOLGORE MOBILE WELDING INC FRAMAN MECHANICAL FURINO & SONS INC H T LYONS INC HAMMOND CONTRACTING CO INDUSTRIAL FIBERGLASS SERVICES IPC LYDON LLC J MOORE & CO JERSEY MECHANICAL CONTR INC JJ WHITE INC JOSEPH JINGOLI & SON INC KF MECHANCIAL LLC MCCLOSKEY MECHANICAL CONTRACTORS INC MECHANICAL ASSOCIATES OF NEW JERSEY MERIDIAN SERVICE INDUSTRIES LLC MID-ATLANTIC MECHANICAL INC NEIL S SULLIVAN ASSOC LTD OMNI INSTRUMENTATION SERVICES PIPE CRAFT INC PREFERRED MECHANICAL RIGGS DISTLER & CO INC SANDER MECHANICAL SERVICE INC SUNNYFIELD CORPORATION THE BARHAM GROUP LLC WJ POST VALIANT MECHANICAL LLC HARRIS ENVIRONMENTAL SYSTEMS INC EPIC MECHANICAL INC BRIAN TREMATORE PLUMBING & HEATING COOPER PLUMBING & MECHANICAL DJ'S MECHANINICAL INC FLEMINGTON INST CO INC LIMBACH COMPANY PENNETTA INDUSTRIAL CONTRACTING INC RUTGERS UTILITIES TLP CLIMATE CONTROL SYSTEMS UNITEMP MECHANICAL DEGREES INC ALL TRADES MECHANICAL ATLANTIC PLANT MAINTENANCE BARHAM MECHANICAL GROUP FCFM VR TESCO LLC C-K CONTROL TEMP INC ENVIROCON LLC GEORGE YETKA CORP HENKELS & MCCOY INC INDUSTRIAL COOLING CORP J GIVOO CONSULTANTS INC JH KELLY KASER MECHANICAL LLC LITTLE MECHANICAL LS MECHANICLA CORP MANDERS PLUMBING & HEATING CO NOOTER CONSTRUCTION CO NE PLUMBING SERVICES LLC POSTLER & JAECKLE PRICE GREGRORY INTL LLC TWEET GAROT MECHANICAL INC 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 STEAMFITTERS LOCAL UNION #475 Q 2096 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND Q 10713 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND O 79896 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P 25487 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND K 8384 ESTIMATED USAGE OF BUILDING STEAMFITTERS LOCAL UNION #475 PENSION FUND Q 72988 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND O 161368 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND Q 63578 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND O 108239 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 VACATION FUND Q 1127 SHARE OF ALLOCATED COST