2015-11-03T14:54:39-06:00 2014-12-31 131578842 BUCHBINDER TUNICK & COMPANY LLP ONE PENN PLAZA NEW YORK NY 101190219 990 2014-01-01 135608135 UNITED WIRE METAL & MACHINE HEALTH & WELFARE FUND UNIT 2126914100 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 HARVEY S MORGAN ADMINISTRATOR 2126914100 2015-10-30 1 P00293700 2126955003 2014 2016-03-07 17:11:31Z HARVEY S MORGAN 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 30987217 0 X N/A X 1953 NY SEE PART III, ITEM 1 6 0 19 0 0 0 0 0 15767743 16055844 5478328 2826792 1148244 1151363 22394315 20033999 0 0 18924941 20755265 1421972 1718805 0 0 0 1493790 1506108 21840703 23980178 553612 -3946179 78181618 81326700 523056 959977 77658562 80366723 TO PROVIDE HOSPITAL,MEDICAL, SURGICAL, DENTAL, OPTICAL, DISABILITY, DEATH AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE FUND PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS SERVICED WAS APPROXIMATELY 2,300. 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 1336 0 1 19 1 0 0 0 0 0 0 X 6 0 1 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 X HARVEY MORGAN ADMINISTRATOR 2126914100 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 MICHAEL SMITH UNION TRUSTEE 11.00 14.00 X 0 171130 36837 DONNA SANTORO UNION TRUSTEE 6.00 26.00 X 0 165439 38591 THOMAS FEELEY UNION TRUSTEE 8.00 25.00 X 0 145642 42233 LOUIS SMITH UNION TRUSTEE - PAST 8.00 X 0 0 0 HARVEY MORGAN ADMINISTRATOR / EMP TRUSTEE 30.00 X X 200147 0 40311 ROBERT ZISKIN EMPLOYER TRUSTEE 1.00 X 7500 0 0 PETER AJALAT EMPLOYER TRUSTEE 1.00 X 7500 0 0 ROSANNA FURIO FUND MANAGER 40.00 X 131864 0 40311 LOUIS SMITH REAL ESTATE DIRECTOR 40.00 X 108845 0 32071 455856 482211 230354 3 0 1 0 NATIONAL HEALTH PLAN CORP 744 BROADWAY SUITE 200 BAYONNE NJ 07002 CLAIMS ADMINISTRATOR 891787 WHITESTAR ADVISORS LLC 902 CLIENT MOORE RDSTE 220 BOCA RATON FL 33487 INVESTMENT ADVISOR 289070 PROSKAUER ROSE LLP ELEVEN TIMES SQUARE 1861 NEW YORK NY 10036 LEGAL 199677 3 EMPLOYER'S CONTRIBUTIONS 900099 15873339 15873339 COBRA CONTRIBUTIONS 900099 182505 182505 16055844 702568 702568 13077442 10953218 2124224 2124224 2124224 REIMBURSED EXPENSES 900099 638730 638730 PRESCRIPTION REBATE INCOME 900099 431932 431932 OTHER INCOME 900099 80701 80701 1151363 20033999 19331431 0 702568 20755265 395336 943994 153867 117580 108028 360335 68804 554002 63440 101733 19608 119807 25315 22551 3837 97558 REIMB SHARED ADMIN EXPS 50800 FEES, DUES AND SUBSCRIP 8164 MISCELLANEOUS 7809 PROVISION FOR EMPLOYER' 2345 23980178 3512021 3074293 2304412 2673706 2364115 2434084 22457 24403 205181 198675 8895 6506 23455716 32462831 46177731 39837325 336271 813552 78181618 81326700 517542 751155 5514 208822 523056 959977 X 0 0 0 0 77658562 80366723 77658562 80366723 78181618 81326700 -3946179 6654340 0 X X 0 1 X 1 0 205181 198675 6506 6506 CONSTRUCTION PROJECT LOANS 10769200 F LIMITED LIABILITY COMPANIES - REAL ESTATE 29068125 F 39837325 DUE TO BROKER FOR SECURITIES PURCHASED 158517 OTHER 50305 208822 X 25495607 6654340 6654340 18841267 554002 638730 1192732 20033999 22787446 -638730 -638730 23426176 554002 554002 23980178 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, 2014, 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 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSED EXPENSES PART XII, LINE 4B, AND PART XIII, LINE 2D PART XII, LINE 4B, AND PART XIII, LINE 2D - REIMBURSED EXPENSES OF $638,730 ARE SHOWN AS AN OFF-SET TO ADMINSTRATIVE EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. 0 0 0 MICHAEL SMITH UNION TRUSTEE 0 171130 0 0 0 0 0 25740 0 11097 0 207967 0 0 DONNA SANTORO UNION TRUSTEE 0 165439 0 0 0 0 0 25740 0 12851 0 204030 0 0 THOMAS FEELEY UNION TRUSTEE 0 145642 0 0 0 0 0 31240 0 10993 0 187875 0 0 HARVEY MORGAN ADMINISTRATOR / EMP TRUSTEE 200147 0 0 0 0 0 31240 0 9071 0 240458 0 0 0 ROSANNA FURIO FUND MANAGER 131864 0 0 0 0 0 31240 0 9071 0 172175 0 0 0 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 2014. 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 OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR. LOCAL 810 IBT 24-09 38TH AVENUE LONG ISLAND CITY NY 11101 135624913 RELATED LABOR UNION NY 501C(5) N/A N/A 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 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 BI-COUNTY AMBULANCE BINA OFFICE FURNITURE BOB MIMS ROOFING & SHEET METAL CHEEZWHSECOM COLUMBIA BUTTON & NAILHEAD CONTINENTAL SEASONING CREST-FOAM INDUSTRIES ECKHOFF TRUCK BODIES INC EDISON FOAM PROCESSING 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 GYRUS ACMI INC HARRY BRAINUM JR INC INFINITI OF LYNBROOK JRSIMPLOT CO DBA NATIONAL SD 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 ROBINSON'S AMBULANCE ROTAX METALS INC S & S INDUSTRIES INC SAM FLAX STORES INC SERGE DUCT DESIGN INC SKORR STEEL CO SNAPPLE DISTRIBUTORS INC STAR DESK PAD COINC 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 UNITED WIRE METAL & MACHINE PENSION FUND Q 564958 ALLOC. STUDY PERF'D BY IND CPA'S LOCAL 810 IBT P 50800 ALLOC. STUDY PERF'D BY IND CPA'S