2024-11-04T11:02:15-06:00 2023-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 222351279 STEAMFITTERS LOCAL UNION #475 VACATION FUND STEA 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 KIM DEVIZIO FUND ADMINISTRATOR 9087541032 2024-11-04 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2023 2024-10-15 13:58:12Z KIM DEVIZIO 136 MOUNT BETHEL ROAD WARREN NJ 07060 4621271 0 X N/A X 1953 NJ TO PROVIDE VACATION BENEFITS TO MEMBERS. 10 0 0 0 0 0 0 0 3673908 4544835 18698 73576 0 2860 3692606 4621271 0 0 3632754 4624654 0 0 0 0 0 21353 17116 3654107 4641770 38499 -20499 2998224 3725752 2598523 3346550 399701 379202 TO PROVIDE A METHOD BY WHICH STEAMFITTERS, JOURNEYMEN AND APPRENTICES, EMPLOYED IN THE BARGAINING UNIT ENCOMPASSED BY LOCAL UNION #475, WOULD HAVE A PORTION OF THEIR WAGES WITHHELD AND INVESTED IN THEIR NAME. 0 0 STEAMFITTERS LOCAL UNION #475 VACATION FUND PROVIDES FOR THE ACCUMULATION AND DISTRIBUTION OF VACATION BENEFITS FOR ELIGIBLE MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X STEAMFITTERS #475 - VACATION FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07059 SHAUN P SULLIVAN SR EMPLOYEE TRUSTEE 0.50 40.00 X 0 185457 167052 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0.50 40.00 X 0 174413 161764 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0.50 40.00 X 0 174732 161764 ROBERT B SNYDER JR EMPLOYER TRUSTEE 0.50 X 0 0 0 MARTY J DROBNY EMPLOYER TRUSTEE 0.50 X 0 0 0 RICHARD TOMAIKO EMPLOYER TRUSTEE 0.50 X 0 0 0 ERIC EVANS EMPLOYER TRUSTEE 0.50 X 0 0 0 JEFF DIPANO EMPLOYER TRUSTEE 0.50 X 0 0 0 THOMAS MANNING EMPLOYEE TRUSTEE 0.50 40.00 X 0 177246 161764 JAMES CAFFREY EMPLOYEE TRUSTEE 0.50 X 0 3578 2101 KIM DEVIZIO FUND ADMINISTRATOR 1.00 40.00 X 0 127351 83255 0 842777 737700 0 0 1 0 0 CONTRACTOR CONTRIBUTIO 900099 4544835 4544835 4544835 73576 73576 MISCELLANEOUS INCOME 900099 2860 2860 2860 4621271 4547695 0 73576 4624654 100 13991 971 1360 POSTAGE 694 4641770 2592272 3421015 384202 304737 21750 0 2998224 3725752 2775 2775 2595748 3343775 2598523 3346550 X 0 0 0 0 399701 379202 399701 379202 2998224 3725752 -20499 0 X X 0 1 X 1 0 0 VACATION BENEFITS PAYABLE 3342747 DUE TO PENSION FUND 1028 3343775 X 4621271 0 4621271 0 4621271 3894771 0 3894771 746999 746999 4641770 PART X, LINE 2: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN OBTAINED A DETERMINATION LETTER IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE 746,999. 0 0 0 SHAUN P SULLIVAN SR EMPLOYEE TRUSTEE 0 171597 0 0 0 13860 0 103561 0 63491 0 352509 0 0 THOMAS MANNING EMPLOYEE TRUSTEE 0 166163 0 0 0 11083 0 112746 0 49018 0 339010 0 0 JONATHAN SINNOTT EMPLOYEE TRUSTEE 0 166163 0 0 0 8569 0 111796 0 49968 0 336496 0 0 TIMOTHY MCCONWAY EMPLOYEE TRUSTEE 0 166163 0 0 0 8250 0 100284 0 61480 0 336177 0 0 KIM DEVIZIO FUND ADMINISTRATOR 0 127351 0 0 0 0 0 46439 0 36816 0 210606 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MONITORS PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN AND APPLICABLE LAW. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STEAMFITTERS LOCAL UNION #475 WELFARE FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 221516999 PROVIDE HEALTH BENEFITS TO MEMBERS NJ SECTION 501(C)(9) 0 STEAMFITTERS LOCAL UNION #475 EDUCATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226033161 PROVIDE TRAINING AND EDUCATION FOR MEMBERS NJ SECTION 501(C)(3) 170(B)(1)(A)(VI) 0 STEAMFITTERS LOCAL UNION #475 136 MOUNT BETHEL ROAD WARREN NJ 07059 221305230 PROVIDE COLLECTIVE BARGAINING FOR MEMBERS NJ SECTION 501(C)(5) 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226029738 PROVIDE PENSION BENEFITS FOR MEMBERS NJ SECTION 501(C)(5) 0 STEAMFITTERS LOCAL UNION #475 SURETY FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351695 PROVIDE ANNUITY BENEFITS FOR MEMBERS NJ SECTION 501(C)(5) 0 ARMISTEAD MECHANICAL INC A & A INDUSTRIAL PIPING INC AMCO ENTERPRISES INC ADVANCED MECHANICAL CORP AAA REFRIGERATION SERVICE INC A & A INDUSTRIAL PIPING INC BUIST INC BENMAR AIR CONDITIONING LLC THE BARHAM GROUP LLC BOWEN ENGINEERING CORPORATION BENNETT BROTHERS MECHANICAL INC CENTRALPACK ENGINEERING CORPORATION DESESA ENGINEERING CO INC DU MONT MECHANICAL EII INC EXCEL CONSTRUCTION & DESIGN ENVIRONMENTAL CLIMATE CONTROL INC EPIC MECHANICAL INC FURINO & SONS INC FOLGORE MOBILE WELDING INC F & G HEATING MECHANICAL CORP FRAMAN MECHANICAL HAMMOND CONTRACTING CO HARRIS ENVIRON SYST INDUSTRIAL FIBERGLASS SERVICES JERSEY MECHANICAL CONTR INC JOSEPH JINGOLI & SON INC KF MECHANCIAL LLC H T LYONS J MOORE & CO MID-ATLANTIC MECHANICAL INC MMC CONTRACTORS NORTHEAST INC MECHANICAL DEGREES INC MERIDIAN SERVICE INDUSTRIES LLC OMNI INSTRUMENTATION SERVICES PIPE CRAFT INC WJ POST PREFERRED MECHANICAL INC RIGGS DISTLER & CO INC SANDER MECHANICAL SERVICE INC FM SYLVAN INC SUNNYFIELD CORPORATION VALIANT MECHANICAL LLC JJ WHITE INC ZABRANSKY MECHANICAL BINSKY & SNYDER MECHANICAL ASSOCIATES OF NJ PENNETTA INDUSTRIAL AUTOMOTIVE LLC NEILE S SULLIVAN ASSOC LTD WDF INC DJ'S MECHANICAL INC FLEMINGTON INST CO INC IPC LYDON LLC MCCLOSKEY MECHANICAL CONT INC AJ CELIANO INC BRIAN TREMATORE PLUMBING AND HEATING COOPER PLUMBING & MECHANICAL DYNAMIC US INC FLUIDICS INC LIMBACH COMPANY MATRIX NCA NORTHEAST REMSCO CONSTRUCTION NS CORPORATION RUTGERS UTILITIES THASSIAN MECHANICAL CONTRACTING INC TLP CLIMATE CONTROL SYSTEMS UNITEMP MECHANICAL DEGREES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND P 1360 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 WELFARE FUND P 694 SHARE OF ALLOCATED COST