2024-06-24T08:15:03-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 222549231 IUOE LOCAL 158 TRAINING FUND IUOE 3152996104 5612 BUSINESS AVENUE CICERO NY 13039 JONATHAN LANSE CHAIR/UNION TRUSTEE 3152996104 2024-06-24 1 JONATHAN LANSE 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z 5612 BUSINESS AVENUE CICERO NY 13039 2851662 0 X N/A X 1984 NY PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 10 10 16 0 0 0 35000 179167 2072647 2244217 -64274 165267 73455 71720 2116828 2660371 0 0 0 0 1040975 1065939 0 0 0 1368943 1466465 2409918 2532404 -293090 127967 9017637 9206523 102725 57084 8914912 9149439 PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 2221227 PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 2221227 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SARAH FERGERSON 3152996104 5612 BUSINESS AVENUE CICERO NY 13039 JONATHAN LANSE CHAIR/UNION TRUSTEE 1.00 0.00 X 0 0 0 THERON HOGLE CHAIR/UNION TRUSTEE - THRU 09/23 1.00 0.00 X 0 0 0 ROBERT AIKENS UNION TRUSTEE 1.00 0.00 X 0 0 0 MIKE LYONS UNION TRUSTEE - THRU 04/23 1.00 0.00 X 0 0 0 GRANT MALONE UNION TRUSTEE 1.00 0.00 X 0 0 0 BRIAN BICHE UNION TRUSTEE - EFF 09/23 1.00 0.00 X 0 0 0 KARL BUTTON UNION TRUSTEE - EFF 04/23 1.00 0.00 X 0 0 0 TODD HELFRICH EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 JAMES LOGAN EMPLOYER TRUSTEE - THRU 12/23 1.00 0.00 X 0 0 0 MICHAEL MASTROPIETRO EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 NICKOLAUS OSINSKI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 TOM KEELER EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM F GRAY IV TRAINING DIRECTOR 40.00 0.00 X 123870 0 68338 MARTIN SWAUGER TRAINING DIRECTOR 40.00 0.00 X 122721 0 68338 MATTHEW GAIDA TRAINING INSTRUCTOR 40.00 0.00 X 112046 0 66039 358637 0 202715 3 0 1 0 0 179167 179167 EMPLOYERS CONTRIB. 237310 2175970 2175970 RENT FROM AFFIL. ORG 237310 68247 68247 2244217 143691 143691 58144 0 58144 58144 58144 212867 191291 21576 21576 21576 MISCELLANEOUS INCOME 237310 13576 13576 13576 2660371 2257793 0 223411 643088 573013 70075 260721 228373 32348 106232 91195 15037 55898 50045 5853 84376 84376 47615 47615 11166 11166 5500 5500 33946 19782 14164 105951 89841 16110 39954 39954 17220 17220 660184 655611 4573 114367 106275 8092 EQUIPMENT RENTAL & REPA 178060 178060 FUEL & UTILITIES 103991 103991 EDUCATIONAL COURSES 72444 72444 MATERIALS AND SUPPLIES 32704 32704 -41013 -37281 -3732 2532404 2221227 311177 0 17464 19737 967207 970321 211179 320197 193931 114781 10818564 6473065 4429665 4345499 2854275 3257569 343916 178419 9017637 9206523 102725 57084 102725 57084 X 0 0 0 0 8914912 9149439 8914912 9149439 9017637 9206523 127967 106560 0 X 0 1 X 1 0 X 27400 7900 648990 35000 179167 898457 643518 607413 1715794 2003044 2175970 7145739 670918 615313 2364784 2038044 2355137 8044196 0 0 0 8044196 148650 153903 533990 78784 305494 1220821 148650 153903 533990 78784 305494 1220821 819568 769216 2898774 2116828 2660631 9265017 0.86820 0.85160 0.13180 0.14840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1566711 1566711 1631941 1072399 559542 7524250 5308639 2215611 95662 92027 3635 4345499 2755765 106560 106560 2649205 11166 11166 2660371 2521238 0 2521238 11166 11166 2532404 X 0 0 0 0 0 0 0 0 0 WILLIAM F GRAY IV TRAINING DIRECTOR 122410 0 0 0 1460 0 50398 0 17940 0 192208 0 0 0 MARTIN SWAUGER TRAINING DIRECTOR 122409 0 0 0 312 0 50398 0 17940 0 191059 0 0 0 MATTHEW GAIDA TRAINING INSTRUCTOR 109806 0 0 0 2240 0 47686 0 18353 0 178085 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND BY EMPLOYER ASSOCIATIONS. WHENEVER ANY VACANCIES OCCUR AMONG THE EMPLOYER TRUSTEES, SUCCESSOR TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE WHO OVERSEES THE FUND'S DAILY ACTIVITIES. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. UPSTATE NY ENGINEERS HEALTH FUND 101 INTREPID LANE SYRACUSE NY 132050100 150582931 WELFARE BENEFITS TO PARTICIPANTS NY 501(C)9 N/A N/A 0 UPSTATE NY ENGINEERS PENSION FUND 101 INTREPID LANE SYRACUSE NY 132050100 150614642 RETIREMENT BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0