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STEAMFITTERS LOCAL UNION 420 WELFARE FUND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
STEAMFITTERS LOCAL UNION 420 WELFARE FUND (EIN 23-2715440)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201213199349306036
Schema version
2011v1.2
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)
Timestamp2012-11-14T16:24:49-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN232586736EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL A WINTERS & COMPANY CPASBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16 DICKINSON DR STE 205AddressLine1
CityCHADDS FORDCity
StatePAState
ZIP Code19317ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN232715440EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1STEAMFITTERS LU NO 420 WELFARE PLANBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTEANameControl
Phone2673502600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line114420 TOWNSEND ROAD NO BAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191541028ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGERALD J DIVINYName
TitlePLAN ADMINISTRATORTitle
Phone2673502600Phone
Date Signed2012-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCRAIG D WINTERS CPAName
PTINP00154131PTIN
Phone6103582000Phone
Date Prepared2012-11-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGERALD J DIVINYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line114420 TOWNSEND ROAD NO BAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191541028ZIPCode
FieldValueIRS element (for citing)
Gross Receipts54849279GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1950YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL AND DEATH BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year53145932ProgramServiceRevenuePriorYear
Program Service Revenue CY54630852ProgramServiceRevenueCY
Investment Income Prior Year5623021InvestmentIncomePriorYear
Investment Income Current Year218427InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year58768953TotalRevenuePriorYear
Total Revenue Current Year54849279TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year55724981BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY58878782BenefitsPaidToMembersCY
Salaries Etc Prior Year205663SalariesEtcPriorYear
Salaries Etc Current Year218890SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1392188OtherExpensePriorYear
Other Expenses Current Year1099832OtherExpensesCurrentYear
Total Expenses Prior Year57322832TotalExpensesPriorYear
Total Expenses Current Year60197504TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1446121RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-5348225RevenuesLessExpensesCY
Total Assets BOY112299283TotalAssetsBOY
Total Assets EOY110312415TotalAssetsEOY
Total Liabilities BOY1992956TotalLiabilitiesBOY
Total Liabilities EOY2047128TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY110306327NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY108265287NetAssetsOrFundBalancesEOY
Mission DescriptionTHIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL AND DEATH BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTHIS PLAN PROVIDES SICK, ACCIDENT, HEALTH, VISION, DENTAL AND DEATH BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109684NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GERALD J DIVINYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2673502600TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line114420 TOWNSEND ROAD SUITE BAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191541028ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
THOMAS GALLO
CO-CHAIRMAN1.00X000
TIMOTHY BRINK
CO-CHAIRMAN1.00X000
EDWARD QUINN
TRUSTEE1.00X000
KEVIN HEFFERNAN
TRUSTEE1.00X000
JAMES GAFFNEY
TRUSTEE1.00X000
JAMES SNELL
TRUSTEE1.00X000
GERALD DIVINY
ADMINISTRATOR9.003059310241976171X
ROBERT WINTHER
ASST. ADMINISTRATOR8.00251118406755162X
FieldValueIRS element (for citing)
Total Reportable Comp From Org55704TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs186486TotalReportableCompFrmRltdOrgs
Total Other Compensation131333TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
INDEPENDENCE BLUE CROSS
1901 MARKET STREETPHILADELPHIAPA19103ADMINISTRATOR OF BENEFITS4767506
GEMGROUP
650 NAAMANS RDCLAYMONTDE19703CONTRACT ADMINISTRATOR500030
DELTA DENTAL OF PENNSYLVANIA
ONE DELTA DRIVEMECHANICSBURGPA19154ADMINISTRATOR OF BENEFITS228865
EXPRESS SCRIPTS
829 ACADEMY PLACEPITTSBURGHPA15243ADMINISTRATOR OF BENEFITS187900
VIRIDIAN ASSET MANAGEMENT
267 FIFTH AVENUENEW YORKNY10016INVESTMENT MANAGER117078
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RECEIPTS FROM EMPLOYER5251004858323548583235
PARTICIPANT CONTRIBUTI52510048053424805342
MEDICARE PART D SUBSID52510010364411036441
LIQUIDATED DAMAGES525100119865119865
COBRA PREMIUM SUBSIDY5251008596985969
FieldValueIRS element (for citing)
Total Program Service Revenue54630852TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column218427TotalRevenueColumn
Exclusion$218,427ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column54849279TotalRevenueColumn
Related Or Exempt Function Income54630852RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$218,427ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total58878782Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total103290Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total50919Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total37812Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total18448Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8421Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total445264Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total65527Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total18798Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total258473Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total179939Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total98197Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total15805Total

Travel Travel

FieldValueIRS element (for citing)
Total2421Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4090Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3034Total

Insurance Insurance

FieldValueIRS element (for citing)
Total8284Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total60197504Total

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY8134179BOY
EOY5750130EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5009201BOY
EOY4713560EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11322BOY
EOY19731EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis134103LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec56789LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY80348BOY
EOY77314EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY626BOY
EOY590EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY98786256BOY
EOY99521458EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY277351BOY
EOY229632EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY112299283BOY
EOY110312415EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY120240BOY
EOY150091EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1872716BOY
EOY1897037EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1992956BOY
EOY2047128EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY110306327BOY
EOY108265287EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY110306327BOY
EOY108265287EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY112299283BOY
EOY110312415EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-5348225ReconcilationRevenueExpenses
Reconcilation Other Changes3334322ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee0AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Book Value0BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis97222OtherCostOrOtherBasis
Depreciation20837Depreciation
Book Value76385BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis36881OtherCostOrOtherBasis
Depreciation35952Depreciation
Book Value929BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings77314TotalOfBookValueLandBuildings

Other Securities OtherSecurities (9 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
FIR TREE INT VALUE FUND, LTD CL B RESTRICTED SHARES SERIES 03105809945F
SPROTT OFFSHORE FUND LTD CL A NON RESTRICTED SERIES 01021195065F
SPROTT OFFSHORE FUND LTD CL B RESTRICTED SERIES 14063203F
VIRIDIAN FUND LTD.5344935F
BLACKROCK ACWI EX-U.S. SUPERFUND B5191032F
BLACKROCK U.S. DEBT INDEX FD CL B67264196F
BLACKROCK U.S. EQUITY MARKET FD CL B4431945F
EATON VANCE INSTITUTIONAL SENIOR LOAN TRUST3116699F
OAKTREE SENIOR LOAN FUND, LP3104438F
FieldValueIRS element (for citing)
Total Of Book Value Securities99521458TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionINCURRED BUT NOT REPORTEDDescription
Amount$1,897,037Amount
FieldValueIRS element (for citing)
Total Of Amounts1897037TotalOfAmounts
Total Revenue54849279TotalRevenue
Total Expenses60197504TotalExpenses
Excess Or Deficit For Year-5348225ExcessOrDeficitForYear
Net Unrealized GL On Investments3307185NetUnrealizedGLOnInvestments
Other$27,137OtherAmount
Total Adjustments3334322TotalAdjustments
Excess Or Deficit Per FS-2013903ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt57897991TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3307185NetUnrealizedGainsInvestments
Revenue Not Rptd F9903307185RevenueNotRptdF990
Revenue Subtotal54590806RevenueSubtotal
Investment Expenses Not Included258473InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt258473RevenueNotRptdOnFinStmt
Total Revenue Per Form99054849279TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt59911894TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal59911894ExpensesSubtotal
Investment Expenses Not Included2258473InvestmentExpensesNotIncluded2
Other Expenses Not Included27137OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt285610ExpensesNotRptdOnFinStmt
Total Expenses Per Form99060197504TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationASC 740- INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT ON THE PLAN'S FINANCIAL STATEMENTS FOR THE ADOPTION OF ASC TOPIC 740 FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. PART XI, LINE 8 - OTHER ADJUSTMENTS NET BENEFITS ACCRUAL ADJUSTMENTS 27137 PART XIII, NET BENEFITS ACCRUAL ADJUSTMENTS 27137Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
GERALD DIVINY
30593102419000011545386525974200004811216107100
ROBERT WINTHER
251118406700007308244665379180093779812654200

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART V, SECTION APART V ITEM 2 A THE FUND DOES NOT ISSUE W-2S TO ANY EMPLOYEES AND SHARES CERTAIN STAFF WITH OTHER ORGANIZATIONS. THESE STAFF ARE PAID THROUGH ESSENTIALLY A PAYMASTER ARRANGEMENT THAT FUNCTIONS AS THE STAFFS EMPLOYER AND ISSUES FORMS W-2 AND COMPLIES WITH APPLICABLE PAYROLL REPORTING AND RELATED REQUIREMENTS. ACCORDINGLY, THE FUNDS ALLOCATED PORTION OF THE COSTS RELATED TO THIS SHARING IS REPORTED ON FORM 990, INCLUDING ON PART IX, LINES 7 THROUGH 10.
FORM 990, PART VI, SECTION A, LINE 7ATHE FUND IS ADMINISTERED BY SIX (6) TRUSTEES. THREE OF WHOM ARE APPOINTED BY THE UNION AND THREE OF WHOM ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 IS REVIEWED BY THE MANAGEMENT OF THE PLAN, THE PLAN ADMINISTRATOR, PRIOR TO FILING OF THE FORM WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY THE TRUSTEES AND KEY EMPLOYEES ARE REMINDED OF THEIR OBLIGATION TO DISCLOSE CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART VII, SECTION ASOME OF THE TRUSTEES OF THIS FUND ALSO SERVE IN A SIMILAR CAPACITY FOR FUNDS THAT PROVIDE BENEFITS TO MANY OF THE SAME PARTICIPANTS OF THE FUND AND WHICH ARE RELATED ORGANIZATIONS TO THIS FUND. THE ESTIMATED AVERAGE HOURS PER WEEK WORKING ON THE RELATED ORGANIZATIONS IS 1 HOUR FOR EACH FUND
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 3307185. NET BENEFITS ACCRUAL ADJUSTMENT 27137. TOTAL TO FORM 990, PART XI, LINE 5: 3334322.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
STEAMFITTERS LOCAL UNION NO 420 VACATION FUND
14420 TOWNSEND ROAD SUITE BPHILADELPHIAPA19154237216231TO PROVIDE VACATION BENEFITS TO PARTICIPANTSPA501(C)9N/A0
STEAMFITTERS LOCAL UNION NO 420 PENSION PLAN
14420 TOWNSEND ROAD SUITE BPHILADELPHIAPA19154232004424TO PROVIDE PENSION BENEFITS TO PARTICIPANTSPA401(A)N/A0
STEAMFITTERS LOCAL UNION NO 420 SUPPLEMENTAL RETIREMENT PLAN
14420 TOWNSEND ROAD SUITE BPHILADELPHIAPA19154232495379TO PROVIDE PENSION BENEFITS TO PARTICIPANTSPA401(A)N/A0
STEAMFITTERS LOCAL UNION NO 420 SCHOLARSHIP PLAN
14420 TOWNSEND ROAD SUITE APHILADELPHIAPA19154236919093TO PROVIDE SCHOLARSHIPS TO THE CHILDREN OF MEMBERSPA501(C)3N/A03A
PEN PLAN FOR EMPLOYEES OF THE STEAMFITTERS LU NO 420 PEN PL
14420 TOWNSEND ROAD SUITE BPHILADELPHIAPA19154232004419TO PROVIDE BENEFITS TO SOME PERSONNELPA401(A)N/A0
MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA INC
2250 HICKORY ROADPLYMOUTH MEETINGPA19462230332471TO PROVIDE MEETINGS FOR MECHANICAL CONTRACTORS TO DEVELOP THE INDUSTRYPA501(C)6N/A0
STEAMFITTERS LOCAL UNION NO 420
14420 TOWNSEND ROADPHILADELPHIAPA19154231173155TO ELEVATE THE TRADES OF STEAMFITTING/ PIPEFITTINGPA501(C)5N/A0
STEAMFITTERS LOCAL UNION NO 420 APPRENTICESHIP AND JOURNEYMAN TRAINING
14420 TOWNSEND ROADPHILADELPHIAPA19154236209472EDUCATION FOR APPRENTICESHIP AND JOURNEYMENPA501(C)3N/A0N

Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
PRECISION MECHANICAL SERVICES LLC
1906 TUSTIN AVEPHILADELPHIAPA19152208173479MECHANICAL CONTRACTORPAN/A
C & C CAMPANO HVAC LLC
1995 FERRY AVECAMDENNJ08104264108957HVACNJN/A
LAREDO MECHANICAL LLC
5185 CAMPUS DRIVE SUITE 300PLYMOUTH MEETINGPA19462810614751HVAC CONTRACTORPAN/A
(no name)
N/A
(no name)
N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (192 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntity
BLANSKI ENERGY MGT INC
1835 PEAR STREADINGPA19601232410060SHEET METAL FABRICATION & INSTALLATIONPAN/AC
D & D HEATING AND AIR CONDITIONING INC
P O BOX 535MAPLE SHADENJ08052222526196HVAC SERVICE & INSTALLATIONNJN/AC
ENGINEERING & REFRIGERATION INC
PO BOX 6636 56-58 BALDWIN AVE PO BJERSEY CITYNJ07306222591721SUPERMARKET REFRIGERATIONNJN/AC
FLUIDICS INC
ATTN JANINE DAVIS 9815 ROOSEVELT BLPHILADELPHIAPA19114232255666MECHANICAL SERVICESPAN/AC
GENERAL REFRIGERATION CO INC
613 N 5TH STREETPHILADELPHIAPA19123231441424HVAC SALES & SERVICEPAN/AC
G M MCCROSSIN INC
2780 BENNER PIKEBELLEFONTEPA16823240837316INSTITUTIONAL & INDUSTRIAL CONSTRUCTIONPAN/AC
HERMAN GOLDNER CO INC
7777 BREWSTER AVEPHILADELPHIAPA19153230633740HVAC & PLUMBINGPAN/AC
INDUSTRIAL MECHANICAL CONTRACTORS INC
240 TANNER AVEHATBOROPA19040232183790HVACPAN/AC
INSTRUMENT SCIENCES & TECHNOLOGIES
1131 STATE HIGHWAY ROUTE 12FRENCHTOWNNJ08825223275271PROCESS INSTRUMENTATIONNJN/AC
KEYSTONE AIR INC
P O BOX 606BROOMALLPA19008232983478HVAC & REFRIGERATION INSTALLATION & REPAIRPAN/AC
METZ INC
2211 LEHIGH ST PO BOX 4509EASTONPA18043231718079HVAC SERVICEPAN/AC
MKS MECHANICAL INC
2 OESTERLING DRIVEREADINGPA19605232827933PIPINGPAN/AC
MULTI-TEMP MECHANICAL INC
1000 DELSEA DRIVE I-295 INDUSTRIALWESTVILLENJ08093263145188HVAC SERVICENJN/AC
NEIL S SULLIVAN ASSOCIATES LTD
36 NORTH DAY STREETORANGENJ07051221760973HVACNJN/AC
REGION SERVICE CO INC
1020 BRISTOL PIKEANDALUSIAPA19020231935887HVAC REPAIR & REPLACEMENTPAN/AC
SDA MECHANICAL SERVICES INC
PO BOX 28 2522 METROPOLITAN DRIVE PTREVOSEPA19053232500744HVAC REPAIRPAN/AC
SIEMENS GENERATION SERVICES CO
UNIV CORPORATE CENTER ONE 3501 QUADORLANDOFL32817593594822TURBINE MAINTENANCEDEN/AC
W F SMITH INC
7310 STATE RDPHILADELPHIAPA19136231506931HVACPAN/AC
ALLSTATES MECHANICAL LTD
1602 CONCHESTER HIGHWAYBOOTHWYNPA19061232725936HVAC CONTRACTORPAN/AS
CAPITOL REFRIGERATION
ATTN ROSS ROSALES 55 MAIN STREETHAMILTONNJ08620223416789REFRIGERATION CONTRACTORNJN/AS
CMS MECHANICAL INCORPORATED
7 HUMPHREYS DRIVEIVYLANDPA18974232998531MECHANICAL CONTRACTORPAN/AS
C M TOWERS
501 A DIVISION STREETBOONTONNJ07005133032314COOLING TOWER REPAIRDEN/AS
DANELLA CONSTRUCTION CORP
2290 BUTLER PIKEPLYMOUTH MEETINGPA19462231396417UTILITY CONSTRUCTIONPAN/AS
DAVIS MECHANICAL SERVICE INC
6689 OLD COLLAMER ROADEAST SYRACUSENY13057161299407HVAC & REF. SALES & SERVICE & ICE RINKSNYN/AS
DCK
10 HIGHLAND CTWOOLWICHNJ08085233016278CONSTRUCTION MANAGEMENTNJN/AS
DAY & ZIMMERMAN
FRINGE BENEFIT DEPARTMENT 1827 FREELANCASTERPA17601232499111FULL-SERVICE MAINTENANCE CONTRACTORDEN/AS
EASTERN ENVIRONMENTAL CONTRACTORS
6304 5TH STREET PO BOX 278GREEN LANEPA18054231934187CONTRACTORPAN/AS
FAB-CRETE INC
MAIN BRIDGE STREETS PO BOX 199SPRING CITYPA19475232940551PLUMBING & PIPINGPAN/AS
FIVE STAR INC
833 LINCOLN AVENUE UNIT 8WEST CHESTERPA19380233082589MECHANICAL CONTRACTORPAN/AS
GEM MECHANICAL SVCS INC
798 BIRNEY HWYASTONPA19014232937502MECHANICAL CONTRACTORPAN/AS
GENERAL ASPHALT PAVING CO OF PHILA
9301 KREWSTOWN RDPHILADELPHIAPA19115231462368CONSTRUCTIONPAN/AS
H & H COMMERCIAL SERVICES
3 INDUSTRIAL HIGHWAYESSINGTONPA19029233046425HVACPAN/AS
W KRAMER ASSOC INC
3489 RIDGE AVEPHILADELPHIAPA19132231336763MECHANICAL CONTRACTORPAN/AS
L G B MECHANICAL INC
555 NORTH ROUTE 73WEST BERLINNJ08091232613734COMMERCIAL PLUMBINGNJN/AS
LIMA COMPANY
9050 STATE RDPHILADELPHIAPA19136232150141MECHANICAL CONTRACTORPAN/AS
L-M SERVICE CO INC
6710 A WESTFIELD AVENUEPENNSAUKENNJ08110522223638HVAC SERVICENJN/AS
LOR-MAR MECHANICAL SERVICES INC
6710 A WESTFIELD AVEPENNSAUKENNJ08110232879249HVACNJN/AS
PEVCO SYSTEMS INTL INC
1401 TANGIER DRIVEBALTIMOREMD21220521122056INSTALLATION OF PNEUMATIC TUBE SYSTEMSMDN/AS
PMC MECHANICAL CONT
15 S RIDGE AVEAMBLERPA19002232052343MECHANICAL CONTRACTORPAN/AS
SASS-MOORE SERVICE
906 N EVERGREEN AVEWOODBURYNJ08096222300097HVAC SERVICE & PARTSNJN/AS
SCHECK MECHANICAL CORPORATION
500 EAST PLAINFIELD ROADCOUNTRYSIDEIL60525363294759INDUSTRIAL PIPINGILN/AS
THERMATECH CORP
2130 UMBRENT ROADQUAKERTOWNPA18951232189701HVACPAN/AS
THOMAS LINDSTROM & CO INC
810 S SNOWDEN AVE PO BOX 2500CINNAMINSONNJ08077231687686STEEL ERECTORNJN/AS
UTILITY LINE SERVICES INC
1302 CONSHOHOCKEN ROAD SUITE 100CONSHOHOCKENPA19428232861506UTILITY CONSTRUCTIONPAN/AS
VOEGELE MECHANICAL INC
2170 BENNETT ROADPHILADELPHIAPA19116231512381PLUMBINGPAN/AS
WEATHERVANE SERVICE INC
62 LOWER MAIN STREETMATAWANNJ07747222764553HVAC SERVICENJN/AS
WHEELING MECHANICAL INC
56 SOUTH SUNRISE LANEBOYERTOWNPA19512208472744INDUSTRIAL PIPINGPAN/AS
ACCU TEMP CONTROLS INC
321 SCHWEITZ ROADMERTZTOWNPA19539232706668CONTRACTORPAN/AC
ACCORD MECHANICAL & MANAGEMENT SVCS INC
218 E WASHINGTON STREETNORRISTOWNPA19401232860379CONTRACTORPAN/AC
ADVANCED PIPING INC
4971 GRUNDY WAYDOYLESTOWNPA19428233097141CONTRACTORPAN/AC
A S L REFRIGERATION INC
6220 HANOVER STBETHLEHEMPA18017232628674CONTRACTORPAN/AC
A-VALEY ENGINEERS INC
506 GEORGETOWN RDWALLINGFORDPA19086231634016CONTRACTORPAN/AC
BATES BROTHERS MECHANICAL LLC
3 JACKSON AVENUECOLLINGDALEPA19023274878431CONTRACTORPAN/AC
BATES BROTHERS MECH CONTRACTORS INC
3 JACKSON AVE PO BOX 1456COLLINGDALEPA19023232475478CONTRACTORPAN/AC
BENSALEM MAINTENANC
P O BOX 1000BENSALEMPA19020CONTRACTORPAN/AC
STEAMFITTERS LU 420 BENEFIT FUND OFFICE
14420 TOWNSEND ROAD SUITE BPHILADELPHIAPA19154CONTRACTORPAN/AC
BINSKY & SNYDER LLC
281 CENTENNIAL AVEPISCATAWAYNJ08854221530421CONTRACTORNJN/AC
BJK PLUMBING & HEATING INC
6035 N PHILIP STREETPHILADELPHIAPA19120263887593CONTRACTORPAN/AC
BOFINGER PLUMBING CONTRACTORS LLC
128 E WASHINGTON STREETNORRISTOWNPA19401271571828CONTRACTORPAN/AC
BRADLEY-SCIOCCHETTI INC
4420 U S RT 130 NPENNSAUKENNJ08109222945395CONTRACTORNJN/AC
BROWN ELECTRIC CO INC
1100 CHARLES AVENUEDUNBARWV25064550708030CONTRACTORWVN/AC
BURKHARDT MECH INC
P O BOX 6767WYOMISSINGPA19610232171509CONTRACTORPAN/AC
BURNS MECHANICAL INC
123 GIBRALTAR ROADHORSHAMPA19044232968098CONTRACTORPAN/AC
C A D DYNAMICS
PO BOX 498NEWTOWN SQUAREPA19073233012100CONTRACTORPAN/AC
CAR-BER TESTING INC
P O BOX 23MORRISIL60450341809690CONTRACTORILN/AC
CBI SERVICES INC
1000 REMINGTON BLVD SUITE 105 ABOLINGBROOKIL60440363369071CONTRACTORILN/AC
CFM VR - TESCO LLC
1875 FOX LANEELGINIL60123300024685CONTRACTORILN/AC
A T CHADWICK CO INC
100 DUNKSFERRY RDBENSALEMPA19020231737350CONTRACTORPAN/AC
CHADWICK A T SERVICE
ATTN DIMITRIY TRUBETSKOY 362 DUNKSFBENSALEMPA19020232073513CONTRACTORPAN/AC
CHE MECHANICAL SERVICES
330 TOWN CENTER BOULEVARDEASTONPA18040204329836CONTRACTORPAN/AC
CHESAPEAKE GEOSYSTEMS INC
6720 FORT SMALLWOOD ROADBALTIMOREMD21226521275211CONTRACTORMDN/AC
CHEWNING & WILMER INC
2508 MECHANICSVILLE TURNPIKERICHMONDVA23223540168050CONTRACTORVAN/AC
CITY MECHANICAL INC
3900 CHURCH ROADMOUNT LAURELNJ08054263564479CONTRACTORNJN/AC
CM 3 BUILDING SOLUTIONS INC
185 COMMERCE DRIVE SUITE 1FORT WASHINGTONPA19034820576763CONTRACTORPAN/AC
COLLINS & COLLINS MECHANICAL INC
821 CEDAR STBRISTOLPA19007232331888CONTRACTORPAN/AC
CONTI ELECTRIC INC
345 WATER STREETWILMINGTONDE19804381884765CONTRACTORDEN/AC
CONSTRUCTION MAINTENANCE PLUS INC
2301 E EDGAR ROAD BLDG 5LINDENNJ07036222994200CONTRACTORNJN/AC
CORE MECHANICALINSUCOM INC
7150 N PARK DRIVE SUITE 400PENNSAUKENNJ08109CONTRACTORNJN/AC
CORNERSTONE CONTROLS INC
P O BOX 21516LEHIGH VALLEYPA18002232979473CONTRACTORPAN/AC
COSTA AND RIHL MECHANICAL CONTRACTORS
3900 CHURCH ROADMT LAURELNJ08054260041771CONTRACTORNJN/AC
DEVINE BROTHERS INC
600 CLARK AVENUEKING OF PRUSSIAPA19406231429875CONTRACTORPAN/AC
DIRECT AIR LLC
2431 REED STREETPHILADELPHIAPA19146522136465CONTRACTORPAN/AC
DIVERSIFIED PIPING INC
6410 CRAIG AVEBENSALEMPA19020232005267CONTRACTORPAN/AC
D J M MECHANICAL
2484 WEBSTER COURTBENSALEMPA19020201139430CONTRACTORPAN/AC
DOLAN MECHANICAL INC
638 JOHNSON ROAD PO BOX 326SICKLERVILLENJ08081930676990CONTRACTORNJN/AC
A A DUCKETT INC
2900 BLACK LAKE PLACEPHILADELPHIAPA19154221989638CONTRACTORPAN/AC
DWD MECHANICAL CONTRACTOR INC
1005 KEDRON AVENUEMORTONPA19070233038847CONTRACTORPAN/AC
EAGLE MECHANICAL INC
664 HIGHLAND AVECHERRY HILLNJ08002222594506CONTRACTORNJN/AC
EAST COAST CONSTRUCTORS INC
101 TALBOT AVENUEHOLMESPA19043203462106CONTRACTORPAN/AC
E J DESETA COMPANY INC
322 A STREET SUITE 200WILMINGTONDE19801CONTRACTORDEN/AC
ELECTRA CO INC
1400 WELLS DRIVE UNIT BBENSALEMPA19020222252020CONTRACTORPAN/AC
ELLIOTT LEWIS CORP
2900 BLACK LAKE PLACEPHILADELPHIAPA19154232974096CONTRACTORPAN/AC
ENERFAB INC
4955 SPRING GROVE AVECINCINNATIOH45232310217488CONTRACTOROHN/AC
ENERPLEX MECH SYSTEMS INC
728 CANAL STREETBRISTOLPA19007232651402CONTRACTORPAN/AC
ENVIRONMENTAL COMFORT CONTROLS LLC
51 CAMBRIDGE CIRCLEMAPLE SHADENJ08052352337444CONTRACTORNJN/AC
ENVIRONMENTAL BUILDING SOLUTIONS INC
12610 BISCAYNE DRIVEPHILADELPHIAPA19154800726949CONTRACTORPAN/AC
EQUIPMENT PIPING SERVICE INC
313 IVYLAND ROADWARMINSTERPA18974452457468CONTRACTORPAN/AC
FERRICK CONSTRUCTION CO INC
811 IVY HILL ROADPHILADELPHIAPA19150232640567CONTRACTORPAN/AC
F & G MECHANICAL CORP
348 NEW COUNTY RDSECAUCUSNJ07032522086596CONTRACTORNJN/AC
FLEMINGTON INSTRUMENT CO INC
P O BOX 298RINGOESNJ08551222171879CONTRACTORNJN/AC
FRANCO MECHANICAL CONTRACTORS INC
324 LOWER VALLEY ROADNORTH WALESPA19454710877322CONTRACTORPAN/AC
FRESH MEADOW MECHANICAL CORP
65-01 FRESH MEADOW LANEFRESH MEADOWNY11365510353762CONTRACTORNYN/AC
G D BARRI & ASSOCIATES INC
P O BOX 6509GLENDALEAZ85312860648322CONTRACTORAZN/AC
GENERAL CONTROLS INC
1205 CINNAMINSON AVECINNAMINSONNJ08077232544859CONTRACTORNJN/AC
GEORGE YOUNG MECHANICAL LLC
509 HERON DRIVESWEDESBORONJ08085202735322CONTRACTORNJN/AC
GERNGROSS CORP
1313 SELLERS STPHILADELPHIAPA19124231468420CONTRACTORPAN/AC
J GIVOO CONSULTANTS INC
410 HOLLY GLEN DRIVECHERRY HILLNJ08034223105716CONTRACTORNJN/AC
GLOBAL SPECTRUMCITIZEN BANK PARK
3601 S BROAD STREETPHILADELPHIAPA19148593599248CONTRACTORPAN/AC
GOSHEN MECHANICAL INC
380 OLD MOREHALL ROADMALVERNPA19355232436412CONTRACTORPAN/AC
GRAYCOR INDUST CONST INC
TWO MID AMERICA PLAZA SUITE 400OAKBROOK TERRACEIL60181360898220CONTRACTORILN/AC
HENKELS & MC COY INC
985 JOLLY RD PO BOX 950BLUE BELLPA19422231535602CONTRACTORPAN/AC
HENRY MECHANICAL INC
PO BOX 369NEW HOLLANDPA17557202924275CONTRACTORPAN/AC
ATLANTIC PLANT MAINTENANCE INC
3225 PASADENA BLVDPASADENATX77503141587578CONTRACTORTXN/AC
HONEYWELL INC
MN10-1457 ATT ANNE OLSON 1985 DOUGLGOLDEN VALLEYMN55422222640650CONTRACTORMNN/AC
H & R INDUSTRIAL SERVICES INC
1180 TREXLERTOWN ROAD FLOOR 1TREXLERTOWNPA18087232936675CONTRACTORPAN/AC
HUNTER MECH INC
1525 MC DANIEL DRIVEWEST CHESTERPA19382232718327CONTRACTORPAN/AC
HUSSMANN SERVICES CORP
3001 D IRWIN ROADMT LAURELNJ08054760569920CONTRACTORNJN/AC
INDUSTRIAL REFRIGERATION INC
111 WHITNEY LANERICHBOROPA18954232803130CONTRACTORPAN/AC
INSTRUMENTATION & CONTROLS INC
100 INDUSTRIAL DRIVENEW BRITAINPA18901232679686CONTRACTORPAN/AC
INTERSTATE MECHANICAL SERVICES INC
620 DEER RD SUITE 11CHERRY HILLNJ08034521415346CONTRACTORNJN/AC
INTEGRATED MECHANICAL SERVICES INC
400 STENTON AVE SUITE 110PLYMOUTH MEETINGPA19462232880248CONTRACTORPAN/AC
I T C DELAWARE VALLEY LLC
P O BOX 5855PASADENATX77508450587840CONTRACTORTXN/AC
J F AHERN CO
P O BOX 1316FOND DU LACWI54936390123200CONTRACTORWIN/AC
J F HIERHOLZER MECHANICAL & ELECTRIC
236 E MORELAND AVENUEHATBOROPA19040233034944CONTRACTORPAN/AC
JLYNN LLC
P O BOX 102CHESTER HEIGHTSPA19017273664856CONTRACTORPAN/AC
JOHNSON CONTROLS INC - MILWAUKEE
SHARED SERVICE CENTER LD-54 507 EASMILWAUKEEWI53202390380010CONTRACTORWIN/AC
KEYSTONE REFRIGERATION SERVICE INC
2615 RIVER ROAD UNIT 13CINNAMINSONNJ08077232502592CONTRACTORNJN/AC
KINETICS SYSTEMS INCORPORATED
6517 HILLBURN DRIVERALEIGHNC27613942229569CONTRACTORNCN/AC
JOHN C KOHLER CO
1100 DETWILER ROADLANSDALEPA19446231530255CONTRACTORPAN/AC
LIBERTY MECHANICAL SERVICES INC
202 DELAWARE CIRCLEAVONDALEPA19311202877072CONTRACTORPAN/AC
LPI MECHANICAL LLC
803 EAST PENNSYLVANIA BLVDFEASTERVILLEPA19053331037982CONTRACTORPAN/AC
H T LYONS INC
ATTN SUSAN ROGERS 7165 AMBASSADOR DALLENTOWNPA18106231900734CONTRACTORPAN/AC
MADISON INDUSTRIAL SERVICES TEAM LTD
4040 RED BLUFFPASADENATX77503200696261CONTRACTORTXN/AC
MALLARD MECHANICAL INC
100 S BROAD STREET SUITE 2221PHILADELPHIAPA19110232848105CONTRACTORPAN/AC
MARRONE MECHANICAL
978 HUNTINGDON PIKEHUNTINGDON VALLEYPA19006270854210CONTRACTORPAN/AC
MATRIX SERVICE INDUSTRIAL CONTRACTORS
1510 CHESTER PIKE SUITE 500EDDYSTONEPA19022232464770CONTRACTORPAN/AC
MBR CONSTRUCTION SERVICES INC
P O BOX 14775READINGPA19612201267959CONTRACTORPAN/AC
M-CAT MECHANICAL INC
3217 CHESTERTON CTBENSALEMPA19020260433856CONTRACTORPAN/AC
MCCORRY MECHANICAL
95 W GEORGIANNA DRIVERICHBOROPA18954232809003CONTRACTORPAN/AC
MCCLOSKEY MECHANICAL CONTRACTORS
710 LAUREL ROAD SUITE ALINDENWOLDNJ08021222615683CONTRACTORNJN/AC
MC CARLS INC
1413 NINTH AVE PO BOX 191BEAVER FALLSPA15010250955049CONTRACTORPAN/AC
MCKENZIE GROUP INC
MECHANICAL CONT DIV 641 HAZEL AVENUTREVOSEPA19053231938031CONTRACTORPAN/AC
EDWARD J MELONEY INC
22 MADISON AVELANSDOWNEPA19050231609008CONTRACTORPAN/AC
MID-ATLANTIC MECHANICAL INC
307 GRAVEL HILL RD PO BOX 7373MONROE TOWNSHIPNJ08831222181861CONTRACTORNJN/AC
MILLER PIPELINE CORPORATION
8850 CRAWFORDSVILLE ROADINDIANAPOLISIN46234351959522CONTRACTORINN/AC
M J BINDER COMPANY LLC
1645 BUSTLETON PIKE FRONTFEASTERVILLEPA19053232893221CONTRACTORPAN/AC
NOOTER CONSTRUCTION CO
1500 S SECOND STREETST LOUISMO63104431219718CONTRACTORMON/AC
E B O'REILLY SERVICING CORP
30 W HIGHLAND AVEPHILADELPHIAPA19118231580302CONTRACTORPAN/AC
PARADIGM MECHANICAL LLC
702 A HIGHLAND ROADLANSDALEPA19446270742542CONTRACTORPAN/AC
PETERSON SERVICE CO INC
234 ROUTE 70MEDFORDNJ08055222344620CONTRACTORNJN/AC
PHILADELPHIA EAGLES STADIUM
NOVACARE COMPLEX ATTN ERIK ONE NOVAPHILADELPHIAPA19145233084596CONTRACTORPAN/AC
PINNACLE CONTROL SYSTEMS LLC
ATTN ROSS ROSALES 55 MAIN STREETHAMILTONNJ08620233071527CONTRACTORNJN/AC
PRECISION MECHANICAL CONTRACTING
1360 INDUSTRIAL BLVD UNIT B-3-BSOUTHAMPTONPA18966651235024CONTRACTORPAN/AC
PROGRESSIVE MECHANICAL LLC
1710 CARY ROADHUNTINGDON VALLEYPA19006205006922CONTRACTORPAN/AC
PROJECT CONTROL SERVICES INC
100 MANTUA BOULEVARDMANTUANJ08051260384168CONTRACTORNJN/AC
PYRO-STOP LLC
30 MC DONALD BLVDASTONPA19014233024138CONTRACTORPAN/AC
QUALITY HEATING & SHEET METAL INC
1318 W LUZERNE STREETPHILADELPHIAPA19140232971660CONTRACTORPAN/AC
QUAKER MECHANICAL INC
1211 CINNAMINSON AVECINNAMINSONNJ08077232744795CONTRACTORNJN/AC
R A M M INC
15 UNION HILL RDW CONSHOHOCKENPA19428232501828CONTRACTORPAN/AC
RAM SERVICES INC
17 JERRYS DRBURLINGTONNJ08016522017571CONTRACTORNJN/AC
RIGGS DISTLER & COMPANY
4 ESTERBROOK LANECHERRY HILLNJ08003520294020CONTRACTORNJN/AC
RIVER MECHANICAL INC
605 W ASHLAND AVEGLENOLDENPA19036232926985CONTRACTORPAN/AC
RIVER MECHANICAL SERVICES INC
605 W ASHLAND AVEGLENOLDENPA19036204425108CONTRACTORPAN/AC
R S K MECHANICAL INC
260 SURREY RDWARMINSTERPA18974232684517CONTRACTORPAN/AC
SCANLON ASSOC INDUSTRIAL CONTRACTORS LLC
3901 CHICHESTER AVEBOOTHWYNPA19061364578888CONTRACTORPAN/AC
SCOTT MECHANICAL INC
P O BOX 1036HUNTINGDON VALLEYPA19006232587450CONTRACTORPAN/AC
SEA KNIGHT ASSOCIATES LLC
1602 CONCHESTER HIGHWAYBOOTHWYNPA19061262818238CONTRACTORPAN/AC
SIEMENS BLDG TECHNOLOGIESLANDIS DIV
1450 UNION MEETING ROADBLUE BELLPA19422132762488CONTRACTORPAN/AC
J A SMITH HTG & AIR CONDITIONING
360 PATRICIA DRIVEWARMINSTERPA18974232243738CONTRACTORPAN/AC
SPECTRUM ARENA INC
SPECTRUM LTD - ACTG BROAD ST PATTISPHILADELPHIAPA19148232470554CONTRACTORPAN/AC
STONE & WEBSTER
A SHAW GROUP 100 TECHNOLOGY CENTERSTOUGHTONMA02072721515465CONTRACTORMAN/AC
SULPIZIO INC
1211 CLEARBROOK ROADWEST CHESTERPA19380200819697CONTRACTORPAN/AC
SURETY MECH SERVICES INC
300 THOMAS AVE BUILDING 201WILLIAMSTOWNNJ08094222774153CONTRACTORNJN/AC
TASK FORCE ONE
150 HIMMELEIN RD VILLAGE GREEN COMPMEDFORDNJ08055222816040CONTRACTORNJN/AC
T C S HEATING & AIR CONDITIONING
10071 SANDMEYER LANEPHILADELPHIAPA19116232199862CONTRACTORPAN/AC
THE WARKO GROUP
18 MORGAN DRIVEREADINGPA19608231485505CONTRACTORPAN/AC
TOZOUR ENERGY SYSTEMS
741 FIRST AVE PO BOX 1549KING OF PRUSSIAPA19406232097522CONTRACTORPAN/AC
TRANSLOGIC CORPORATION
10825 EAST 47TH AVENUEDENVERCO80239840911610CONTRACTORCON/AC
TRANE COMPANY
3600 PAMMEL CREEK ROADLA CROSSEWI54601250900465CONTRACTORWIN/AC
TRACEY MECHANICAL INC
8 CAMPUS BLVDNEWTOWN SQUAREPA19073231860168CONTRACTORPAN/AC
BRIAN TREMATORE PLUMBING & HEATING INC
5 DANIEL ROAD EASTFAIRFIELDNJ07004222583727CONTRACTORNJN/AC
TRISTATE HVAC EQUIPMENT LLP
UNION HILL INDUSTRIAL PAKR ONE RESOW CONSHOHOCKENPA19428232484620CONTRACTORPAN/AC
TRUSKEY INC
431 S WALNUT STREETKENNETT SQUAREPA19348231515809CONTRACTORPAN/AC
UNITED MECH CONTRS INC
P O BOX 401RICHBOROPA18954232796505CONTRACTORPAN/AC
U S PIPING INC
4624 SUNSET DRIVECOOPERSBURGPA18096470925564CONTRACTORPAN/AC
WACHS TECHNICAL SERVICES LTD
130 PERFORMANCE DRIVEBELMONTNC28012562200089CONTRACTORNCN/AC
WELDING SERVICES INC
2225 SKYLAND COURTNORCROSSGA30071581331379CONTRACTORGAN/AC
WEST CHESTER MECH CONTRACTORS INC
201 FULTON STREETCHESTERPA19013232831999CONTRACTORPAN/AC
J J WHITE INC
5500 BINGHAM STPHILADELPHIAPA19120231216160CONTRACTORPAN/AC
WILLIARD LIMBACH
175 TITUS AVENUE SUITE 100WARRINGTONPA18976161622725CONTRACTORPAN/AC
WINSLOW SERVICES INC
P O BOX 608MALAGANJ08328223215073CONTRACTORNJN/AC
YORK INTERNATIONAL CORP
ATTN SOFIA YUSUF 507 E MICHIGAN STMILWAUKEEWI53201133473472CONTRACTORWIN/AC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
Return ReferenceFORM 990, SCHEDULE RReturnReference
ExplanationTHE PLAN RECENTLY LEARNED OF THE IRS CLARIFICATION THAT ALL EMPLOYERS CONTRIBUTING TO A VEBA, SUCH AS THE PLAN, ARE TO BE CONSIDERED RELATED ORGANIZATIONS FOR PURPOSES OF REPORTING ON SCHEDULE R TO FORM 990. WHILE THE PLAN HAS MADE A REASONABLE EFFORT TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA, CERTAIN OF THE INFORMATION HAS NOT BEEN AVAILABLE OR RECEIVED. ACCORDINGLY, CERTAIN ITEMS ARE NOT REPORTED. THE PLAN WILL CONTINUE TO OBTAIN, GATHER AND PROPERLY REPORT ALL OF THE REQUIRED DATA IN THE FUTURE. IN ADDITION, CERTAIN INFORMATION THAT WAS NOT AVAILABLE BUT WAS CALLED FOR BY THE FORM WAS FILLED IN BASED ON AVAILABLE INFORMATION. FOR EXAMPLE, LEGAL DOMICILE WAS POPULATED BASED ON THE ADDRESS OF THE ORGANIZATION, TYPE OF ENTITY WAS POPULATED AS C FOR C CORPORATION FOR CERTAIN BUSINESSES FOR WHICH THE PLAN DOES NOT HAVE TYPE OF ENTITY.Explanation