STRATEGY STUDIO / PUBLIC DATA EXPLORER

LOCAL 888 HEALTH FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LOCAL 888 HEALTH FUND (EIN 13-1564856)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-12
IRS object ID
201423169349301812
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-11-12T07:49:00-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wagner & Zwerman LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 Wireless BoulevardAddressLine1
CityHauppaugeCity
StateNYState
ZIP Code11788ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131564856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 888 HEALTH FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone9146688881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 East Union AvenueAddressLine1
CityEast RutherfordCity
StateNJState
ZIP Code07073ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEAN-JOSEPH BRUNYPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW M ZWERMAN CPAPreparerPersonNm
PTINP00641815PTIN
Phone6317771000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$26,560,612GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1958FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERSActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$24,131,720PYProgramServiceRevenueAmt
CY Program Service Revenue$26,068,213CYProgramServiceRevenueAmt
PY Investment Income$314,360PYInvestmentIncomeAmt
CY Investment Income$128,055CYInvestmentIncomeAmt
PY Other Revenue$2,740PYOtherRevenueAmt
CY Other Revenue$22,368CYOtherRevenueAmt
PY Total Revenue$24,448,820PYTotalRevenueAmt
CY Total Revenue$26,218,636CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$23,839,363PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$23,864,276CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$663,381PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$610,894CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,039,171PYOtherExpensesAmt
CY Other Expenses$2,111,661CYOtherExpensesAmt
PY Total Expenses$26,541,915PYTotalExpensesAmt
CY Total Expenses$26,586,831CYTotalExpensesAmt
PY Revenues Less Expenses-$2,093,095PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$368,195CYRevenuesLessExpensesAmt
Total Assets BOY$8,059,527TotalAssetsBOYAmt
Total Assets EOY$7,654,845TotalAssetsEOYAmt
Total Liabilities BOY$2,872,364TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,706,265TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,187,163NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,948,580NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERSMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescCONTRIBUTIONS FROM EMPLOYERS AND PARTICIPANTS PROVIDE WELFARE BENEFITS TO MEMBERS OF THE PLAN.Desc
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 EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
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 RequiredYes (true)ScheduleJRequiredInd
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 Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 CommitteesYes (true)MinutesOfCommitteesInd
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 CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTHE ORGANIZATIONPersonNm
Phone9146688881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 EAST UNION AVENUEAddressLine1
CityEAST RUTHERFORDCity
StateNJState
ZIP Code07073ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEAN-JOSEPH BRUNY
UNION TRUSTEE10.005.00Yes (X)$0$375,209$36,527
AJAY BORZONI
UNION TRUSTEE1.001.00Yes (X)$0$121,188$28,184
AGUEDA ARIAS
UNION TRUSTEE1.001.00Yes (X)$0$142,957$31,663
STEVE HOWARD
EMPLOYERTRUSTEE1.001.00Yes (X)$0$0$0
EUGENE SPIVAK
EMPLOYERTRUSTEE1.001.00Yes (X)$0$0$0
ROSALBA PEREZ - PENA
FUND ADMIN22.5017.50$212,766$0$31,766Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$212,766TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$639,354TotReportableCompRltdOrgAmt
Total Other Compensation$128,140TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
MAGNACARE ADMINISTRATIVE SERVICES
1600 STEWART AVENUE SUITE 700WESTBURYNY11590CLAIMS PROCESSOR$1,071,198
SLEVIN & HART PC
1625 MASSACHUSETTS AVE SUITE 450WASHINGTONDC20036ATTORNEY$210,677
THE SEGAL COMPANY
333 W 34TH STREETNEW YORKNY10001ACTUARIAL$140,265
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$25,933,989$25,933,989
PARTICPANT CONTRIBUTIONS900099$134,224$134,224
FieldValueIRS element (for citing)
Total Program Service Revenue$26,068,213TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,977TotalRevenueColumnAmt
Exclusion$71,977ExclusionAmt

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$398,054SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$341,976SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$56,078SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,078TotalRevenueColumnAmt
Related Or Exempt Func Income$56,078RelatedOrExemptFuncIncomeAmt

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$22,368TotalRevenueColumnAmt
Related Or Exempt Func Income$22,368RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$22,368OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,218,636TotalRevenueColumnAmt
Related Or Exempt Func Income$26,146,659RelatedOrExemptFuncIncomeAmt
Exclusion$71,977ExclusionAmt

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$23,864,276TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$244,532TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$184,235TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,237TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,637TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,253TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$254,336TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$64,051TotalAmt

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$14,254TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,309,371TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,376TotalAmt

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$16,845TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,786TotalAmt

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$16,196TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$52,160TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
REIMBURSED EXPENSES-AFFILIATE$350,050
FEDERAL EXCISE TAX$8,388
Postage and Shipping$1,957
TELEPHONE$1,891

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$26,586,831TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$64,548BOYAmt
EOY$66,547EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$151,424BOYAmt
EOY$614,228EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,932,810BOYAmt
EOY$2,023,654EOYAmt

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)
BOY$21,233BOYAmt
EOY$38,217EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$87,067LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$50,098LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$51,919BOYAmt
EOY$36,969EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,281,729BOYAmt
EOY$4,297,144EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$660,000BOYAmt
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$895,864BOYAmt
EOY$578,086EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,059,527BOYAmt
EOY$7,654,845EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$150,079BOYAmt
EOY$84,519EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,722,285BOYAmt
EOY$2,621,746EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,872,364BOYAmt
EOY$2,706,265EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$5,187,163BOYAmt
EOY$4,948,580EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,187,163BOYAmt
EOY$4,948,580EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,059,527BOYAmt
EOY$7,654,845EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$368,195ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$129,612NetUnrlzdGainsLossesInvstAmt
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 CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,517OtherCostOrOtherBasisAmt
Depreciation$1,014DepreciationAmt
Book Value$5,503BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,320OtherCostOrOtherBasisAmt
Depreciation$38,882DepreciationAmt
Book Value$11,438BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,230OtherCostOrOtherBasisAmt
Depreciation$10,202DepreciationAmt
Book Value$20,028BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,969TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
ACCRUED INVESTMENT INCOME REC.$2,562
DEFERRED LEASE COSTS$15,267
DUE FROM AFFILIATES$12,299
DUE FROM THIRD PARTY ADMINISTRATOR
OTHER$715
SECURITY DEPOSIT$46,184
STOP LOSS RECEIVABLE$501,059
FieldValueIRS element (for citing)
Total Book Value Other Assets$578,086TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescHEALTH BENEFITS PAYABLEDesc
Amt$2,621,746Amt
FieldValueIRS element (for citing)
Total Liability$2,621,746TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,333,994TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$129,612NetUnrealizedGainsInvstAmt
Revenue Not Reported$129,612RevenueNotReportedAmt
Revenue Subtotal$26,204,382RevenueSubtotalAmt
Investment Expenses Not Incld$14,254InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$14,254RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,218,636TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,673,116TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$26,673,116ExpensesSubtotalAmt
Investment Expenses Not Incld2$14,254InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$100,539OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$86,285ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$26,586,831TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationAccounting principles generally accepted in the United States of America requires Plan management to evaluate tax position 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, 2013 and 2012, 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. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in process. Additionally, Plan management believes that the Plan's returns for the years prior to the year ended December 31, 2010 are no longer open to examination, based on the statutory period for years subject to audit.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
AGUEDA ARIAS
UNION TRUSTEE$142,957$7,465$24,198$174,620
JEAN-JOSEPH BRUNY
UNION TRUSTEE$375,209$12,329$24,198$411,736
ROSALBA PEREZ - PENA
FUND ADMIN$212,766$9,478$22,288$244,532

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessFORM 990 WAS SENT TO THE BOARD OF TRUSTEES FOR REVIEW. UPON APPROVAL A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE BOARD OF TRUSTEES REGULARLY MONITORS AND ENFORCES THE FUND'S CONFLICT OF INTEREST POLICY, WITH THE ASSISTANCE OF THE FUND'S PROFESSIONALS.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementALL COMPENSATION OF THE FUND'S EMPLOYEES ARE SUBJECT TO REVIEW AND APPROVAL OF THE BOARD OF TRUSTEES BY MAJORITY VOTE.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableUPON REQUEST GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC, AS REQUIRED BY APPLICABLE LAW.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
LOCAL 888 PENSION FUND
160 EAST UNION AVENUEEAST RUTHERFORDNJ07073136367793TO PROVIDE PENSION BENEFITS TO MEMBERSNJ401 (A)NAfalse
UFCW LOCAL 888 AND EMPLOYERS 401K PLAN
160 EAST UNION AVENUEEAST RUTHERFORDNJ07073386994031PROVIDES RETIREMENT BENEFITSNJ401 (A)NAfalse
UFCW UNION LOCAL 888 AFL-CIO
160 EAST UNION AVENUEEAST RUTHERFORDNJ07073131845104PROVIDE UNION MEMBERS REPRESENTATIONNJ501(c)(5)NAfalse
CATHOLIC GUARDIAN SOCIETY
1011 FIRST AVENUENEW YORKNY10022135562186SOCIAL SERVICESNY501(C)(3)NAfalseSUPPORTING ORGANIZAT
ST AGATHAS HOME
49 W 23RD ST 8TH FLRNEW YORKNY10010131624123SOCIAL SERVICESNY501(C)(3)NAfalseSUPPORTING ORGANIZAT
THE NY FNDLING HOSP
49 WEST 23RD STREET 8TH FLOORNEW YORKNY10010131624123SOCIAL SERVICESNY501(C)(3)NAfalseSUPPORTING ORGANIZAT
SAINT DOMINICS HOME
500 WESTERN HIGHWAYBLAUVELTNY10913131740399SOCIAL SERVICESNY501(C)(3)NAfalseSUPPORTING ORGANIZAT

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
PHILIP HOLZER
350 MICHELE PLACECARLSTADTNJ07072NJN/Afalsefalse
H WEISS
PO BOX 497 12 LABRIOLA CTARMONKNY10504NYN/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (89 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
A&F SUPPLY CORP
1000 SOUTH 2ND STREETHARRISONNJ07029NYN/Afalse
AMERICAN AUTO SPLY A214
153-27 BARCLAY AVEFLUSHINGNY11355NYN/Afalse
BRUCE SPLY CORP
2004 CONEY ISLAND AVENUEBROOKLYNNY11223NYN/Afalse
CENTURY 21 SECAUCUS
70 ENTERPRISE AVENUESECAUCUSNJ07094NJN/Afalse
CENTURY 21 - LINCOLN CTR
1972 BROADWAYNEW YORKNY10023NYN/Afalse
CENTURY 21 NEW YORK
22 CORTLANDT STNEW YORKNY10007NYN/Afalse
CENTURY 21 MORRISTOWN NJ
1 NORTH PARK PLACEMORRISTOWNNJ07960NJN/Afalse
BOBS DISCOUNT FURNITURE
970 US 22NORTH PLAINFIELDNJ07060NJN/Afalse
CORE-MARK INTERNATIONAL
100 WEST END ROADHANOVER TOWNSHIPPA18706PAN/Afalse
CREST MANUFACTURING CO
PO BOX 468SYOSSETNY11791NYN/Afalse
COLUMBIA NUT & BOLT LLC
6065 PARKLAND BLVDMAYFIELD HEIGHTSOH44124OHN/Afalse
DAVIS & WARSHOW
57 22 49TH STREETMASPETHNY11378NYN/Afalse
DELLON SALES COINC
5 ALBERTSON AVENUEALBERTSONNY115071427NYN/Afalse
EASTERN PLBGSALES CO
2633 CONEY ISLAND AVEBROOKLYNNY11223NYN/Afalse
FRANK SUPPLY CORP
230 SHERIDAN BLVDINWOODNY11696NYN/Afalse
FUTURE TIRE
202 BETHPAGE SWEET HOLLOW ROADOLD BETHPAGENY11804NYN/Afalse
HARRIS HARDWARE IND INC
4 HARBOR PARK DRIVEPORT WASHINGTONNY11050NYN/Afalse
HOLLANDER GLASS EAST
50 CLEARVIEW ROADEDISONNJ08837NJN/Afalse
GRESCHLERS HARDWARE
660 5TH AVENUEBROOKLYNNY11215NYN/Afalse
HOUSE OF CARPET INC
1135 MONTAUK HIGHWAYMASTICNY11950NYN/Afalse
PINTCHIK
478 BERGEN STBROOKLYNNY11217NYN/Afalse
IDEAL WINDOW MFG INC
100 W SEVENTH STREETBAYONNENJ07002NJN/Afalse
INTERCOUNTY SPLY CO
255 SOUTH REGENT STREETPORT CHESTERNY10573NYN/Afalse
LAMAR LIGHTING CO INC
PO BOX 9013FARMINGDALENY117359013NYN/Afalse
MAYER MALBIN INC
40-01 36TH AVELONG ISLAND CITYNY11101NYN/Afalse
MERCURY PLASTIC BAG CO
168 SEVENTH STREETPASSAICNJ07055NJN/Afalse
JW MAYS INC
9 BOND STREETBROOKLYNNY11201NYN/Afalse
PROTECTIVE LINING
601 39TH STBROOKLYNNY11232NYN/Afalse
PRODUCTO ELECTRIC CORP
11 KINGS HIGHWAYORANGEBURGNY10962NYN/Afalse
S AXELROD COMPANY
7 WEST 30TH STREETNEW YORKNY10001NYN/Afalse
SAFER HOLDING CORP
1875 MC CARTER HIGHWAYNEWARKNJ07104NJN/Afalse
WALRICH CORP
97-36 43RD AVECORONANY11368NYN/Afalse
WASHINGTON PLMBNG SPEC CO
PO BOX 241BRONXNY10457NYN/Afalse
WEBSTER PLBGSUPPLY INC
1758 WEBSTER AVENUEBRONXNY10457NYN/Afalse
ALDEN WRIGHT SHOES
344 MADISON AVENUENEW YORKNY10017NYN/Afalse
WEYCO GROUP INC
333 WEST EASTBROOK BLVDGLENDALEWI53212WIN/Afalse
BIND-RITE SERVICES
16 HORIZON BLVDSOUTH HACKENSACKNJ07606NJN/Afalse
CARDINAL McCLOSKEY SERVICES
115 STEVENS AVE SUITE LL5VALHALLANY10595NYN/Afalse
LI 2000 INC CENTURY 21 WESTBURY
1085 OLD COUNTRY ROADWESTBURYNY11590NYN/Afalse
FRENCH CONNECTION GROUP INC
184-10 JAMAICA AVE 3RD FLOORHOLLISNY11423NYN/Afalse
CARDINAL INDUSTRIES INC
2101 51ST AVE 2LONG ISLAND CITYNY11101NYN/Afalse
J CHIMERINE PLUMBING HEATING
782 DEKALB AVENUEBROOKLYNNY11221NYN/Afalse
MAURRO & SONS
8208 17TH AVENUEBROOKLYNNY11214NYN/Afalse
GREEN ART PLUMBING SUPPLY
1044 MERRICK ROADBALDWINNY11510NYN/Afalse
FIXTURE HARDWARE MFG CORP
4116 FIRST AVENUEBROOKLYNNY11232NYN/Afalse
VO TOYS INC
400 SOUTH 5TH STREETHARRISONNJ07029NJN/Afalse
HK METALCRAFT MFG CORP
35 INDUSTRIAL ROADLODINJ07644NJN/Afalse
READE MANUFACTURING CO dba MAGNESIUM ELE
2590 RIDGWAY BLVDMANCHESTERNJ08759NJN/Afalse
FORDHAM SUPPLY CO
2415 JEROME AVENUEBRONXNY10468NYN/Afalse
THE WEEKS LERMAN GROUP LLC
58-38 PAGE PLACEMASPETHNY11378NYN/Afalse
NORTH SHORE PLUMBING SUPPLY CO
188-07 NORTHERN BLVDFLUSHINGNY11358NYN/Afalse
UNEEDA BOLT & SCREW CO
10 CAPITAL DRIVEMOONACHIENJ07074NJN/Afalse
BAYSIDE PLUMBING SUPPLY
211-20 NORTHERN BLVDBAYSIDENY11361NYN/Afalse
HENRY QUENTZEL PLUMBING SUPPLY CO INC
379 THROOP AVEBROOKLYNNY11221NYN/Afalse
TRIPLE SPECIALTIES
10148 AVENUE DBROOKLYNNY11236NYN/Afalse
PEARL VISION EXPRESS
350 CONNECTICUT AVENUENORWALKCT06854CTN/Afalse
AOCC INC
840 INTERVALE AVENUEBRONXNY10459NYN/Afalse
BEN ELIAS INWOOD
1400 BROADWAYNEW YORKNY10018NYN/Afalse
BOOMER FASHIONS
1400 BROADWAYNEW YORKNY10018NYN/Afalse
BENARDOS PLBG & HTG SUPP
9612 AVENUE LBROOKLYNNY11236NYN/Afalse
ALRO PLUMBING SPEC CO
2348 LINDEN BOULEVARDBROOKLYNNY11208NYN/Afalse
BLACKMAN INCORPORATED
900 SYLVAN AVENUEBAYPORTNY11705NYN/Afalse
WM E WILLIAMS VALVE CO
3850 REVIEW AVELI CITYNY11101NYN/Afalse
CENTURY 21 JERSEY GARDENS
651 KAPKOWSKI RDELIZABETHNJ07201NJN/Afalse
ARAMARK FACIL MGMT SERV
936 WOODCREST AVEBRONXNY10452NYN/Afalse
CENTURY 21 BROOKLYN
472 86TH STREETBROOKLYNNY11209NYN/Afalse
CENTURY 21 PARAMUS
200 BERGEN MALL ROUTE 4 EASTPARAMUSNJ07652NJN/Afalse
CENTURY 21 REGO PARK
61-35 JUNCTION BLVDREGO PARKNY11374NYN/Afalse
CHOICE BUILDING SUPPLY
677 NEPPERHAN AVENUEYONKERSNY10703NYN/Afalse
CROFT ENTERPRISES
10 HARBOR PARK DRIVEWASHINGTONNY11050NYN/Afalse
DAVIDSON PIPE SPLY CO INC
5002 SECOND AVENUEBROOKLYNNY11232NYN/Afalse
EVERNU METAL PRODUCTS
471 20TH STREETBROOKLYNNY11215NYN/Afalse
G SCACCIANOCE
1165 BURNETT PLBRONXNY10474NYN/Afalse
GILMOUR SUPPLY CO
5002 SECOND AVENUEBROOKLYNNY11232NYN/Afalse
GOYA FOODS
100 SEAVIEW DRIVESECAUCUSNJ07094NJN/Afalse
GREAT NECK PLBG HTNG SPLY
404 NORTHERN BLVDGREAT NECKNY11021NYN/Afalse
KISSLER CO INC
770 CENTRAL BLVDCARLSTADTNJ07072NJN/Afalse
MEYEROWITZ & SONS INC
7022 CYPRESS HILLS STGLENDALENY11385NYN/Afalse
PEGASUS AUTO
1546 OLD COUNTRY ROADPLAINVIEWNY11803NYN/Afalse
PEARLE VISIONLUXOTTICA
400 LUXOTTICA PLACEMASONOH45040OHN/Afalse
ROTH FLOWER CO
13 WEST 38TH STREETNEW YORKNY10018NYN/Afalse
SOLCO PLUMBING SUPPLY INC
413 LIBERTY AVENUEBROOKLYNNY11207NYN/Afalse
TRI-TECHNOLOGIES INC
40 HARTFORD AVENUEVERNONNY10553NYN/Afalse
UNIMAC GRAPHICS
350 MICHELE PLACECARLSTADTNJ07072NJN/Afalse
UTICA PLBG SUPPLY CORP
769 UTICA AVENUEBROOKLYNNY11203NYN/Afalse
VICTORIA PLATING CO INC
PO BOX 740486BRONXNY10474NYN/Afalse
BRUCE SUPPLY CORP VALLEY STREAM
88-05 18TH AVENUEBROOKLYNNY11214NYN/Afalse
EASTERN METAL PLBG SUPPLY
61 NORTH 91ST STREETBROOKLYNNY11211NYN/Afalse
BIND RITE GRAPHICS INC
1 APPLEGATE DRIVEROBBINSVILLENJ08691NJN/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 FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd