2011-07-07T06:37:17-07:00 2010-12-31 Schultheis & Panettieri LLP 210 Marcus Boulevard Hauppauge NY 117883740 990 2010-01-01 042123707 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 98 HEALTH & WELFARE FUND INTE 4135254221 TWO CENTER SQUARE PO BOX 217 EAST LONGMEADOW MA 01028 BARBARA M LANE 2011-07-07 SCHULTHEIS PANETTIERI LLP 2010 2016-03-07 17:11:31Z 10027592 false false X WWW.IUOELOCAL98.ORG X 1959 MA TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 6 3 0 0 8426675 9734323 165917 293269 0 8592592 10027592 0 8251898 8899456 314897 309284 0 0 98217 236932 8665012 9445672 -72420 581920 7820901 8458944 118632 174755 7702269 8284189 TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. false false false false false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 3 0 true 3 true false false false false false false false false false false false false false false false X 6 6 false false false false false true false true true false false false true true true true true true false false false false X BARBARA LANE 4135254221 TWO CENTER SQ PO BOX 217 EAST LONGMEADOW MA 01028 WILLIAM J SULLIVAN 1.00 X 0 0 0 TIMOTHY WRIGHT TO 810 1.00 X 0 0 0 ROBERT RUSSO JR 1.00 X 0 0 0 RICHARD LAHEY EFF 1210 1.00 X 0 0 0 JANET CALLAHAN 1.00 X 0 0 0 HENRY SKORUPSKI - 1210 1.00 X 0 0 0 EUGENE P MELVILLE JR 1.00 X 0 0 0 BARBARA M LANE 40.00 X 99978 0 44690 AMY CHAGNON EFF 810 1.00 X 0 0 0 99978 44690 0 false false false schultheis & panettieri llp 210 MARCUS BLVD HAUPPAUGE NY 117883740 AUDITING 147395 BLITMAN & KING LLP 443 NORTH FRANKLIN STREET SYRACUSE NY 132045412 LEGAL 252679 2 0 PARTCIPANTS' CONTRIB. 900099 288283 288283 FEDERAL COBRA SUBSIDY 900099 40314 40314 EMPLOYERS' CONTRIB. 900099 9405726 9405726 9734323 293269 293269 0 0 0 0 0 0 0 0 10027592 9734323 293269 0 0 0 8899456 135107 0 93504 30961 32642 17070 0 252679 20000 0 0 0 0 0 38671 24099 0 33280 0 0 0 0 0 3146 21884 REIMBURSEMENTS FROM RELATED OR -251500 REIMBURSED COLLECTION FEES -34841 PAYROLL AUDITS 127395 ACTUARIAL CONSULTING 2119 0 9445672 0 0 0 948471 1062149 5234219 5493465 0 948122 1115593 0 0 0 0 681644 767450 120808 100521 8445 20287 0 0 0 0 0 7820901 8458944 54072 76371 64560 98384 118632 174755 X 7702269 8284189 7702269 8284189 7820901 8458944 581920 X false true true X false false 120808 100521 20287 20287 DUE TO RELATED ORGANIZATIONS 40384 CLAIMS PAYABLE AND CLAIMS IBNR 58000 98384 10027592 9445672 581920 4000 4000 585920 10027592 10027592 10027592 9441672 9441672 4000 4000 9445672 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S change in claims payable and ibnr $4000 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN CLAIMS PAYABLE AND IBNR $4000 $ -4000 PART VII,SECT A-COMPENSATION INFORMATION BARBARA LANE RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF RELATED PENSION, ANNUITY, COOPERATIVE TRUST, TRAINING AND WELFARE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND, WITH REIMBURSEMENTS MADE ACCORDINGLY. THE WELFARE FUND'S PORTION OF THESE EXPENSES IS 50.3% OF THE GROSS AMOUNTS DETAILED IN FORM 990, PART VII. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY ARE BEING PERFORMED. ANNUAL AFFIRMATIONS ARE OBTAINED. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. LOCAL 98 ENG JT TR RETRAINING AP & TR FD TWO CENTRAL SQ PO BOX 217 EAST LONGMEADOW MA 01028 042509496 PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION MA 501(C)(3) 2 NA false IUOE LOCAL 98 EMPLOYERS COOP TR TWO CENTRAL SQ PO BOX 217 EAST LONGMEADOW MA 01028 043432489 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT MA 501(C)(5) N/A NA false IUOE LOCAL 98 PENSION FUND TWO CENTRAL SQ PO BOX 217 EAST LONGMEADOW MA 01028 046127765 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A NA false IUOE LOCAL 98 ANNUITY FUND TWO CENTRAL SQ PO BOX 217 EAST LONGMEADOW MA 01028 043030313 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A NA false false false false false false false false false false true false false true true false true false false