2012-03-09T15:24:36-06:00 2010-12-31 GRASSI & CO CPA'S PC 488 MADISON AVE NEW YORK NY 10022 990 2010-01-01 135622663 IRON WORKERS LOCAL 40 361 & 417 HEALTH FUND IRON 2126841586 451 PARK AVE SOUTH NEW YORK NY 10016 BRIAN SABBAGH 2126610945 2012-03-07 1 STEVEN GOLDSTEIN 2126610945 2010 2016-02-24 21:20:13Z X BRIAN SABBAGH 451 PARK AVE SOUTH NEW YORK NY 10016 120483191 0 X WWW.IRONWORKERS.NET X 1948 NY TO PROVIDE HEALTH, VACATION AND OTHER BENEFITS 18 18 21 0 0 0 0 0 66169952 85797897 2397541 2901846 66886 71352 68634379 88771095 0 0 59512781 65562908 1638997 1640444 0 0 0 1416323 1514978 62568101 68718330 6066278 20052765 55408859 77469742 14762058 16393388 40646801 61076354 HOSPITALIZATION, COMPREHENSIVE, MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFIT 0 0 HOSPITALIZATION, COMPREHENSIVE MEDICAL, PRESCRIPTION, DENTAL, OPTICAL, SUPPLEMENTARY MEDICARE, AND VACATION BENEFITS 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2598 0 21 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X BRIAN SABBAGH 2126841586 451 PARK AVE SOUTH NEW YORK NY 10016 BRIAN SABBAGH 40.00 X 98776 0 50996 DANIEL DOYLE 1.00 X 0 0 0 KEVIN O'ROURKE 1.00 X 0 0 0 ROBERT WALSH 1.00 X 0 0 0 MICHAEL GAYDOS 1.00 X 0 0 0 MATTHEW STODDARD 1.00 X 0 0 0 RICHARD O'KANE 1.00 X 0 0 0 ROBERT KOCH 1.00 X 0 0 0 JAKE BIDOSKY 1.00 X 0 0 0 STEPHEN HYNES 1.00 X 0 0 0 STEPHEN ISAACSON 1.00 X 0 0 0 ROBERT SAMELA 1.00 X 0 0 0 LAWRENCE WEISS 1.00 X 0 0 0 JOHN NILSEN 1.00 X 0 0 0 JOHN FLANNERY 1.00 X 0 0 0 DAN TEUTEL 1.00 X 0 0 0 JAMES CUSH 40.00 X 80629 0 50996 HELENE SCHWARTZ 40.00 X 71555 0 50996 ELSIE O'NEIL 40.00 X 78451 0 50996 LAWRENCE KEATING 40.00 X 74580 0 50996 SUSAN CORBETT 40.00 X 67442 0 50996 98776 0 50996 0 0 0 0 COLLERAN O'HARA & MILLS LLP 1225 FRANKLIN AVE SUITE 450 GARDEN CITY NY 11530 LEGAL 183761 THE SEGAL CO 333 WEST 34TH ST NEW YORK NY 10001 ACTUARY 127024 JOSEPH STERN CO 401 COLUMBUS AVE VALHALLA NY 10595 ACCOUNTING 124030 3 EMPLOYER CONTRIBUTIONS 230000 84669870 84669870 EMPLOYEE CONTRIBUTIONS 230000 1128027 1128027 85797897 2522112 2522112 32091830 31712096 379734 379734 379734 SERVICE FEE INCOME 230000 66000 66000 SETTLEMENT INCOME 230000 5352 5352 71352 88771095 86182983 0 2588112 65562908 471433 571004 515118 82889 254242 155187 167222 71852 50104 232539 24767 36986 82050 125580 INVESTMENT EXPENSE 102742 MISCELLANEOUS EXPENSE 69968 PREFERED PROVIDER ADMIN 55584 POSTAGE 47499 EQUIPMENT RENTAL 23455 15201 68718330 8139283 3017134 3699280 14627753 5534223 74646 62739 1997661 1828401 165398 169260 42580553 53642527 749699 416106 55408859 77469742 12770619 14688252 1991439 1705136 14762058 16393388 X 0 0 0 0 40646801 61076354 40646801 61076354 55408859 77469742 X 20052765 376788 X 0 1 0 X 0 1997661 1828401 169260 169260 U.S. GOVERNMENT AND AGENCIES 45741900 F COMMON STOCK 7900627 F 53642527 ESCROW PAYABLE 30000 DUE TO AFFILIATED FUNDS 1161180 EXCHANGE 191230 DUE TO BROKER 322726 1705136 88771095 68718330 20052765 376788 1883542 2260330 22313095 89045141 376788 376788 88668353 102742 102742 88771095 66732046 0 66732046 102742 1883542 1986284 68718330 PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN BENEFITS PAYABLE 1,883,542. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFITS PAYABLE 1,883,542. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO MEMBERS OF ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 376,788. AMENDED RETURN EXPLANATION THE FORM 990 RETURN HAS BEEN AMENDED FOR THE FOLLOWING REASON: ADDITIONAL EMPLOYER CONTRIBUTIONS RECEIVABLE WERE RECORDED AFTER THE ORIGINAL FILING. AMOUNT OF CHANGE IS AN INCREASE OF $3,138,578 TO BOTH THE RECEIVABLE AND EMPLOYER CONTRIBUTIONS. IRON WORKERS LOCALS 40 361 & 417 PENSION FUND 451 PARK AVE SOUTH NEW YORK NY 10016 TO PROVIDE PENSION BENEFITS TO MEMBERS NY 0 IRON WORKERS LOCALS 40 361 & 417 ANNUITY FUND 451 PARK AVE SOUTH NEW YORK NY 10016 TO PROVIDE ANNUITY BENEFITS TO MEMBERS NY 0 IRON WORKERS LOCALS 40 361 & 417 TOPPING OUT FUND 451 PARK AVE SOUTH NEW YORK NY 10016 TO PROVIDE SUPPLEMENTAL MEDICAL AND UNEMPLOYMENT BENEFITS TO MEMBERS NY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0