2015-11-16T18:42:24-06:00 2014-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2014-01-01 221516999 STEAMFITTERS LOCAL UNION #475 WELFARE FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2015-10-30 1 DAVID EVANGELISTA P00002391 9082727000 2015-10-30 2014 2016-04-25 22:37:26Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 15512205 0 X N/A X 1951 NJ TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 10 0 152 0 0 0 0 0 11269554 14425383 501388 442845 839924 643977 12610866 15512205 0 0 12362349 13525115 287142 263105 0 0 0 867883 352936 13517374 14141156 -906508 1371049 13032076 14570310 2184607 2294917 10847469 12275393 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 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 411 0 1 152 1 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X STEAMFITTERS #475 WELFARE FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 ROBERT SHERLOCK SR EMPLOYEE TRUSTEE 1.00 X 0 146506 12389 ANDREW R WELCH EMPLOYEE TRUSTEE 1.00 X 5675 2652 1650 SHAUN P SULLIVAN EMPLOYEE TRUSTEE 1.00 X 0 141072 11639 EDWARD A FRAASS JR EMPLOYEE TRUSTEE 1.00 X 0 141072 10814 MICHAEL R HOLSWORTH EMPLOYEE TRUSTEE 1.00 X 0 141072 10964 MARTY J DROBNY EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT J DURR JR EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT B SNYDER SR EMPLOYER TRUSTEE 0.00 X 0 0 0 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.00 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.00 X 0 0 0 KIM DEVIZIO FUND ADMINISTRATOR 40.00 X 0 96444 0 5675 668818 47456 0 0 0 0 CIGNA 900 COTTAGE GROVE ROAD BLOOMFIELD CT 06022 CLAIMS ADMIN FEE & STOP LOSS INS. 537849 1 EMPLOYERS CONTRIBUTIONS 900099 14425383 14425383 14425383 442845 442845 COBRA 900099 641391 641391 MISCELANEOUS INCOME 900099 2586 2586 643977 15512205 15069360 0 442845 13525115 159689 95272 8144 95147 37000 24178 39459 21812 11004 1347 11020 ACA TRANSITIONAL REINSU 74781 RENTAL & COMPUTER FEES 22417 MISCELLANEOUS EXPENSES 4181 TRAVEL AND AUTO EXPENSE 2225 8365 14141156 70 70 1668228 1904500 975 1653 227057 219482 10941 7575 10560731 11059498 791131 1597014 13032076 14570310 50223 124020 2134384 2170897 2184607 2294917 X 0 0 0 0 10847469 12275393 10847469 12275393 13032076 14570310 1371049 56875 0 X X 0 1 X 1 0 227057 219482 7575 7575 PRUDENTIAL CONTRACTS 11059498 F 11059498 EMPLOYERS CONTRIBUTIONS RECEIVABLE 1597014 1597014 DUE TO RECIPROCALS 502154 HEALTH CLAIMS PAYABLE 1317000 DUE TO AFFILIATED FUNDS 349369 PAYROLL TAXES PAYABLE 2374 2170897 15544902 56875 56875 15488027 24178 24178 15512205 13849978 0 13849978 24178 267000 291178 14141156 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT CLAIMS ACCRUAL 267,000. 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 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, NY 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. 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)(VI) 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 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND Q 120500 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 SURETY FUND Q 110163 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 EDUCATION FUND Q 41578 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P 5769 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND K 11004 ESTIMATED USAGE OF BUILDING