USWU LOCAL 74 SUPPLEMENTAL BENEFITS FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- USWU LOCAL 74 SUPPLEMENTAL BENEFITS FUND (EIN 13-1912506)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201103159349303185
- Schema version
- 2010v3.4
- 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 | 2011-11-11T15:58:27-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABRAMS HERDE AND MERKEL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 EAST 54TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131912506 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USWU LOCAL 74 WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | USWU | NameControl |
| Phone | 7187297400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-36 33RD STREET NO 202 | AddressLine1 |
| City | LONG ISLAND CITY | City |
| State | NY | State |
| ZIP Code | 11106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAL ALLADEEN | Name |
| Title | TRUSTEE | Title |
| Phone | 7187297400 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127594949 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SAL ALLADEEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-36 33RD STREET NO 202 | AddressLine1 |
| City | LONG ISLAND CITY | City |
| State | NY | State |
| ZIP Code | 11106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 122645119 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 2 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29925312 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 39555699 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 346679 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1043573 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 30271991 | TotalRevenuePriorYear |
| Total Revenue Current Year | 40599272 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 34084594 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | -11388000 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 944450 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 948763 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1537257 | OtherExpensePriorYear |
| Other Expenses Current Year | 861993 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36566301 | TotalExpensesPriorYear |
| Total Expenses Current Year | -9577244 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6294310 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 50176516 | RevenuesLessExpensesCY |
| Total Assets BOY | 26642037 | TotalAssetsBOY |
| Total Assets EOY | 28442413 | TotalAssetsEOY |
| Total Liabilities BOY | 54280914 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4685018 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -27638877 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23757395 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE FUND PROVIDES HEALTH BENEFITS (HOSPITALIZATION, SURGICAL AND MAJOR MEDICAL, DENTAL, OPTICAL, DISABILITY, PRESCRIPTION DRUG, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE) TO PARTICIPANTS HAVING ACHIEVED THE REQUIRED MINIMUM HOURS OF SERVICE IN COVERED EMPLOYMENT. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 2 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7187297400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36-36 33RD STREET NO 202 | AddressLine1 |
| City | LONG ISLAND CITY | City |
| State | NY | State |
| ZIP Code | 11106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| SAL ALLADEEN | |||||||
| TRUSTEE | 5.00 | X | 0 | 238091 | 0 | ||
| DAN AUSTIN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD KOLB | |||||||
| TRUSTEE | 5.00 | X | 0 | 93850 | 0 | ||
| RONALD ZUNK | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CHARLES POEKEL | |||||||
| FUND ADMINISTRATOR | 40.00 | 119599 | 51286 | 0 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 119599 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 383227 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | |||||
| 3350 PEACHTREE ROAD | ATLANTA | GA | 30326 | MEDICAL CLAIM ADMINISTRATION | 1687879 |
| C & R CONSULTING | |||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | CLAIM ADMINISTRATION | 671953 |
| O'DWYER & BERNSTEIN LLP | |||||
| 52 DUANE STREET | NEW YORK | NY | 10007 | LEGAL SERVICES | 255000 |
| EXPRESS SCRIPTS | |||||
| ONE EXPRESSWAY | ST LOUIS | MO | 63121 | PRESCRIPTION CLAIM ADMINISTRATION | 160692 |
| ABRAMS HERDE & MERKEL LLP | |||||
| 59 EAST 54TH STREET | NEW YORK | NY | 10022 | ACCOUNTING SERVICES | 123000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS' CONTRIBUTIO | 900099 | 39315919 | 39315919 |
| COBRA CONTRIBUTIONS | 900099 | 239780 | 239780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 39555699 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 598779 | TotalRevenueColumn |
| Exclusion | $598,779 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82490641 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82045847 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 444794 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 444794 | TotalRevenueColumn |
| Exclusion | $444,794 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40599272 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39555699 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,043,573 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -11388000 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433394 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 433377 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58147 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23845 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287333 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154507 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69475 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82712 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34443 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5032 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6269 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3197 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48695 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| DATA PROCESSING | 87214 |
| ACTUARIAL FEES | 83116 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -9577244 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2296313 | BOY |
| EOY | 1391179 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4020835 | BOY |
| EOY | 1186183 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2128501 | BOY |
| EOY | 4015302 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15276 | BOY |
| EOY | 18447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 591634 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 587903 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6928 | BOY |
| EOY | 3731 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18169387 | BOY |
| EOY | 15368944 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6196829 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4797 | BOY |
| EOY | 261798 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26642037 | BOY |
| EOY | 28442413 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213078 | BOY |
| EOY | 72828 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54067836 | BOY |
| EOY | 4612190 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54280914 | BOY |
| EOY | 4685018 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -27638877 | BOY |
| EOY | 23757395 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -27638877 | BOY |
| EOY | 23757395 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26642037 | BOY |
| EOY | 28442413 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 50176516 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1219756 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 591634 | OtherCostOrOtherBasis |
| Depreciation | 587903 | Depreciation |
| Book Value | 3731 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3731 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VANGUARD INSTITUTIONAL INDEX FUND | Description |
| Book Value | 6196829 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6196829 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED FUNDS | $335,651 |
| BENEFIT OBLIGATIONS | $4,250,000 |
| DUE TO BROKER | $26,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4612190 | TotalOfAmounts |
| Total Revenue | 40599272 | TotalRevenue |
| Total Expenses | -9577244 | TotalExpenses |
| Excess Or Deficit For Year | 50176516 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1219756 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1219756 | TotalAdjustments |
| Excess Or Deficit Per FS | 51396272 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41749553 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1219756 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1219756 | RevenueNotRptdF990 |
| Revenue Subtotal | 40529797 | RevenueSubtotal |
| Investment Expenses Not Included | 69475 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 69475 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 40599272 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 39103281 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39103281 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 69475 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -48750000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -48680525 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | -9577244 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIII, LINE 4B - OTHER ADJUSTMENTS: | Identifier |
| Explanation | CHANGE IN POSTRETIREMENT BENEFIT OBLIGATION -43,000,000. CHANGE IN ACCUMULATED ELIGIBILITY CREDITS -3,350,000. CHANGE IN PROVISION FOR ESTIMATED CLAIMS -2,400,000. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAL ALLADEEN | |||||||||||||
| 0 | 238091 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 238091 | 0 | 0 |
| CHARLES POEKEL | |||||||||||||
| 116340 | 51286 | 0 | 0 | 3259 | 0 | 0 | 0 | 0 | 0 | 119599 | 51286 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | EMPLOYEES OF EMPLOYERS SIGNED TO THEIR RESPECTIVE COLLECTIVE BARGAINING AGREEMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S POLICY REQUIRES THE SIGNATORY BOARD MEMBER TO REVIEW THE IRS FORM 990 THAT IS PREPARED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILED WITH THE IRS. THE MEANS OF DELIVERY SHALL BE HARD COPY. | |
| DISCUSSED IN MONTHLY EXCECUTIVE BOARD MEETINGS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE COMPENSATION OF THE ORGANIZATION'S PLAN ADMINISTRATOR IS DETERMINED BY THE PLAN'S BOARD OF TRUSTEES. | FORM 990, PART VI, SECTION B, LINE 15B | |
| IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO IRS FORM 990. OUR ORGANIZATION WILL FULFILL ALL REQUESTS FOR THE FORMS MADE IN WRITING OR IN PERSON, OR SOME COMBINATION OF THESE AVENUES IN ORDER TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS. | FORM 990, PART VI, SECTION C, LINE 18 | |
| IF THE GOVERNING DOCUMENTS OF OUR ORGANIZATION ARE SUBJECT TO THE FEDERAL PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. | FORM 990, PART VI, SECTION C, LINE 19 | |
| EFFECTIVE FOR YEAR-END DECEMBER 31, 2010, THE FUND'S CONSULTING ACTUARIES HAVE DETERMINED THAT NO POSTRETIREMENT OBLIGATIONS EXIST UNDER THE CURRENT COLLECTIVE BARGAINING AGREEMENTS. ACCORDINGLY, $43,000,000 OF BENEFIT OBLIGATIONS WERE WRITTEN OFF AND IS REFLECTED AS A PART OF BENEFITS PAID. EFFECTIVE SEPTEMBER 2010, UNDER THE CURRENT COLLECTIVE BARGAINING AGREEMENTS, EMPLOYERS ARE REQUIRED TO CONTRIBUTE FOR ALL MONTHS FOR WHICH ITS MEMBERS RECEIVE BENEFITS. ACCORDINGLY, $3,350,000 OF ESTIMATED ACCUMULATED ELIGIBILITY WERE WRITTEN OFF AS A PART OF BENEFITS PAID. | 990 PART IX, LINE 4 COLUMN A | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,219,756. | FORM 990, PART XI, LINE 5: |
| THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT. SINCE THE PRIOR YEAR, THERE HAS BEEN NO CHANGE IN THE REVIEW PROCESS THAT IS BEING PERFORMED BY THE BOARD. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| LOCAL USWU 74 PENSION FUND | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 271247066 | RETIREMENT BENEFITS | NY | SECTION 401(A) | 0 |
| USWU LOCAL 74 DEFINED CONTRIBUTION FUND | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 112920173 | RETIREMENT BENEFITS | NY | SECTION 401(A) | 0 |
| USWU LOCAL 74 LEGAL SERVICES FUND | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 112651874 | LEGAL BENEFITS | NY | SECTION 501(C)9 | 0 |
| USWU LOCAL 74 TRAINING & SCHOLARSHIP FUND | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 112651721 | TRAINING COURSES & SCHOLARSHIP BENEFITS | NY | SECTION 501(C)9 | 0 |
| USWU LOCAL 74 | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 205808568 | LABOR ORGANIZATION | NY | SECTION 501(C)5 | 0 |
| CEMETERY WORKERS SUPPLEMENTAL PENSION PLAN | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 112416101 | RETIREMENT BENEFITS | NY | SECTION 401(A) | 0 |
| METAL SPINNERS RETIREMENT PLAN | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 136608708 | RETIREMENT BENEFITS | NY | SECTION 401(A) | 0 |
| JOINT COUNCIL 1217 USWU IUJAT | ||||||||
| 36-36 33RD STREET SUITE 202 | LONG ISLAND CITY | NY | 11106 | 262718175 | LABOR ORGANIZATION | NY | SECTION 501(C)5 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| USWU JOINT COUNCIL 1217 | ||
| O | 108065 | FMV OF AMOUNT PAID AND ACCRUED |
| USWU JOINT COUNCIL 1217 | ||
| J | 29304 | FMV OF AMOUNT PAID AND ACCRUED |
| LOCAL USWU 74 PENSION FUND | ||
| Q | 433377 | FMV OF AMOUNT PAID AND ACCRUED |