H&GL WELFARE FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- H&GL WELFARE FUND (EIN 22-1481564)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-11-01
- IRS object ID
- 201313059349301061
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T11:17:35-07:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schultheis & Panettieri LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 Marcus Boulevard | AddressLine1 |
| City | Hauppauge | City |
| State | NY | State |
| ZIP Code | 117883740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221481564 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAVY & GENERAL LABORERS LOCAL 472 & | BusinessNameLine1 |
| Business Name Line2 | LOCAL 172 OF NEW JERSEY WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAV | NameControl |
| Phone | 9735895050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 RAYMOND BOULEVARD | AddressLine1 |
| City | NEWARK | City |
| State | NJ | State |
| ZIP Code | 07105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES O'NEILL | Name |
| Title | GENERAL MANAGER | Title |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCHULTHEIS PANETTIERI LLP | Name |
| Phone | 6312734778 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 131290825 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 55 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 103498132 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 104235737 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1625854 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1614053 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 140206 | OtherRevenuePriorYear |
| Other Revenue Current Year | 134826 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 105264192 | TotalRevenuePriorYear |
| Total Revenue Current Year | 105984616 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 92781944 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 87946030 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5444334 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5724378 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | -463036 | OtherExpensePriorYear |
| Other Expenses Current Year | -620189 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 97763242 | TotalExpensesPriorYear |
| Total Expenses Current Year | 93050219 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7500950 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12934397 | RevenuesLessExpensesCY |
| Total Assets BOY | 115449784 | TotalAssetsBOY |
| Total Assets EOY | 127617691 | TotalAssetsEOY |
| Total Liabilities BOY | 26119793 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25048296 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 89329991 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 102569395 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | THE PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1961 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 55 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | charles o'neill | NamePerson |
| Telephone Number | 9735895050 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 RAYMOND BOULEVARD | AddressLine1 |
| City | NEWARK | City |
| State | NJ | State |
| ZIP Code | 071052909 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| JACK KOCSIS JR EF 512 | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DONALD HIBBS | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANTHONY CAPACCIO | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD l FORMAN | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| CHARLES MOSIER | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ALFONSO DALOISIO JR | |||||||||
| Trustee T0 5/12 | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| FRANKLYN M GRoSSO | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JEFFREY S WATERS | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| RAYMOND M POCINO | |||||||||
| Trustee | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| J FLETCHER CREAMER JR | |||||||||
| CO-CHAIRMAN | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ANTONIO OLIVEIRA | |||||||||
| CO-CHAIRMAN | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROBERT CALAMARI | |||||||||
| ASST. GENL MGR | 23.00 | 0.00 | 172982 | 0 | 54915 | X | |||
| CHARLES O'NEILL | |||||||||
| GENERAL MANAGER | 24.00 | 0.00 | 184347 | 0 | 55878 | X | |||
| THOMAS COTOV | |||||||||
| LEGAL SVCS | 40.00 | 0.00 | 167843 | 0 | 54295 | X | |||
| BEVERLY CEASER | |||||||||
| CLAIMS MANAGER | 40.00 | 0.00 | 108475 | 0 | 50004 | X | |||
| CARLOS DEOLIVEIRA | |||||||||
| RET SVC MANAGER | 20.00 | 0.00 | 108641 | 0 | 50004 | X | |||
| VINCENT RICCARDI | |||||||||
| LEGAL SVCS | 40.00 | 0.00 | 135138 | 0 | 53039 | X | |||
| CHARLES FERNS | |||||||||
| CONTROLLER | 16.00 | 0.00 | 130321 | 0 | 46325 | X | |||
| GLENN KENYON | |||||||||
| MANAGER | 20.00 | 0.00 | 110056 | 0 | 48815 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1117803 | TotalReportableCompFromOrg |
| Total Other Compensation | 413275 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ZAZZALLIFAGELLA | |||||
| 1 RIVERFRONT PLAZA | NEWARK | NJ | 07102 | LEGAL | 433258 |
| THE SEGAL COMPANY | |||||
| 333 WEST 34TH ST | NEW YORK | NY | 100012402 | ACTUARY | 217308 |
| HORIZON HEALTHCARE SERVICES INC | |||||
| 3 Penn Plaza East | Newark | NJ | 07105 | CLAIMS PROCESSOR | 1674235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REIMBURSEMENTS | 900099 | 339721 | 339721 |
| PARTICIPANT CONTRIBUTIONS | 900099 | 22813231 | 22813231 |
| MEDICARE DRUG SUBSIDY | 900099 | 1283865 | 1283865 |
| EMPLOYER CONTRIBUTIONS | 900099 | 79798920 | 79798920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 104235737 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1778958 | TotalRevenueColumn |
| Exclusion | $1,778,958 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 276000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 141174 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 134826 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134826 | TotalRevenueColumn |
| Related Or Exempt Function Income | 134826 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25000130 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25165035 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -164905 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -164905 | TotalRevenueColumn |
| Related Or Exempt Function Income | -164905 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105984616 | TotalRevenueColumn |
| Related Or Exempt Function Income | 104205658 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,778,958 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87946030 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 697619 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557069 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2417416 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1127249 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 636883 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288142 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489153 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62700 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124353 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216369 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 338597 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88592 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82500 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26478 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67704 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98179 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83938 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| REIMB EXPENSES | -2321523 |
| REPAIRS & MAINTENANCE | 22771 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93050219 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525 | BOY |
| EOY | 525 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64280852 | BOY |
| EOY | 41238975 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13325668 | BOY |
| EOY | 16177982 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19671 | BOY |
| EOY | 622833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4891052 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1133508 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3837745 | BOY |
| EOY | 3757544 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30429935 | BOY |
| EOY | 62370135 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3555388 | BOY |
| EOY | 3449697 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115449784 | BOY |
| EOY | 127617691 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4426554 | BOY |
| EOY | 2943794 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35260 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21657979 | BOY |
| EOY | 22104502 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26119793 | BOY |
| EOY | 25048296 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89329991 | BOY |
| EOY | 102569395 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89329991 | BOY |
| EOY | 102569395 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115449784 | BOY |
| EOY | 127617691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 12934397 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 305007 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 117829 | InvestmentCostOrOtherBasis |
| Book Value | 117829 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3452171 | InvestmentCostOrOtherBasis |
| Book Value | 3452171 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128811 | OtherCostOrOtherBasis |
| Depreciation | 84315 | Depreciation |
| Book Value | 44496 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1192241 | OtherCostOrOtherBasis |
| Depreciation | 1049193 | Depreciation |
| Book Value | 143048 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3757544 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SEVERANCE BENEFIT LIABILITY-FROZEN | $3,449,697 |
| NET TRADES PENDING SETTLEMENT | $1,219,703 |
| DUE TO RELATED ORGANIZATIONS | $1,562,102 |
| BENEFIT OBLIGATIONS CURRENTLY PAYAB | $15,873,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 22104502 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 106165270 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 305007 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 305007 | RevenueNotRptdF990 |
| Revenue Subtotal | 105860263 | RevenueSubtotal |
| Investment Expenses Not Included | 124353 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 124353 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 105984616 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 93068866 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 93068866 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 124353 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -143000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -18647 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 93050219 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| VINCENT RICCARDI | |||||
| LEGAL SVCS | 131680 | 3458 | 36694 | 16345 | 188177 |
| THOMAS COTOV | |||||
| LEGAL SVCS | 163499 | 4344 | 37950 | 16345 | 222138 |
| ROBERT CALAMARI | |||||
| ASST. GENL MGR | 171323 | 1659 | 38570 | 16345 | 227897 |
| GLENN KENYON | |||||
| MANAGER | 108397 | 1659 | 32470 | 16345 | 158871 |
| CHARLES O'NEILL | |||||
| GENERAL MANAGER | 180362 | 3985 | 39533 | 16345 | 240225 |
| CHARLES FERNS | |||||
| CONTROLLER | 130321 | 29980 | 16345 | 176646 | |
| CARLOS DEOLIVEIRA | |||||
| RET SVC MANAGER | 108427 | 214 | 33659 | 16345 | 158645 |
| BEVERLY CEASER | |||||
| CLAIMS MANAGER | 108475 | 33659 | 16345 | 158479 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part III, Additional Information | Identifier |
| Return Reference | Part III, Additional Information | ReturnReference |
| Explanation | CHARLES O'NEILL RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS GENERAL MANAGER OF THE RELATED PENSION, ANNUITY, WELFARE, AND SET FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND (FILING ORGANIZATION) WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND'S PORTION OF THESE EXPENSES IS 60% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II.ROBERT CALAMARI RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS ASST. GENERAL MANAGER OF THE RELATED PENSION, ANNUITY, WELFARE, AND SET FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND (FILING ORGANIZATION) WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND'S PORTION OF THESE EXPENSES IS 57% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| AMY M HIBBS | |||
| FAMILY MEMBER | 73380 | EMPLOYMENT | false |
| MONICA HIBBS | |||
| FAMILY MEMBER | 72060 | EMPLOYMENT | false |
| THERESA CALAMARI | |||
| FAMILY MEMBER | 74227 | EMPLOYMENT | false |
| LAURA GIAMMARINO | |||
| FAMILY MEMBER | 52419 | EMPLOYMENT | false |
| MIKE GIAMMARINO | |||
| FAMILY MEMBER | 56697 | EMPLOYMENT | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | NO DOCUMENTS AVAILABLE TO PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | AS REQUIRED BY THE FUND'S POLICY AND BY ERISA; OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. ADDITIONALLY, IN ACCORDANCE WITH THE FUND'S POLICY, ANNUAL AFFIRMATIONS ARE OBTAINED FROM THE FUND ADMINISTRATOR AND ALL BOARD MEMBERS. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION. All actions of the board of trustees are subject to ratification of the full board. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| H&G LBRS LOC 472 & 172 SET FD | ||||||||||
| 700 RAYMOND BOULEVARD | NEWARK | NJ | 07105 | 226171671 | PROVIDE APP TRAINING, SKILL IMPROV & SAFETY EDUCATION | NJ | 501(C)(3) | 2 | N/A | false |
| H&G LBRS LOC 472 & 172 PEN FD | ||||||||||
| 700 RAYMOND BOULEVARD | NEWARK | NJ | 07105 | 226032103 | PROVIDE RETIREE BENEFITS TO ELIGIBLE PARTICIPANTS | NJ | 401(A) | n/a | N/A | false |
| H&G LBRS LOC 472 & 172 ANN FD | ||||||||||
| 700 RAYMOND BOULEVARD | NEWARK | NJ | 07105 | 222331070 | PROVIDE RETIREE BENEFITS TO ELIGIBLE PARTICIPANTS | NJ | 401(A) | N/A | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE R, PART II AND IV: | Identifier |
| Explanation | CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION.CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM NOT FOR PROFIT ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THOSE ORGANIZATIONS.THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. | Explanation |