2024-10-17T10:33:32-05:00 2023-12-31 222951202 MSPC CPA'S & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 136101595 CONSTRUCTION WORKERS WELFARE FUND 147 C/O BASIL CASTROVINCI ASSOCIATES INC CONS 9736013828 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 RICHARD T FITZSIMMONS TRUSTEE 7189946665 2024-10-17 1 1 ROBERT J JANNELLI CPA P00450209 9082727000 2023 2024-10-15 13:58:12Z RICHARD T FITZSIMMONS 4332 KATONAH AVE BRONX NY 10470 3086901 0 X SANDHOGS147.ORG X 1953 NY TO PROVIDE MEDICAL AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 3 95 0 0 0 0 0 1702445 2649732 25950 65834 0 0 1728395 2715566 0 0 874313 1969769 0 0 0 0 0 88756 89390 963069 2059159 765326 656407 2192912 2884439 11373 7878 2181539 2876561 TO PROVIDE MEDICAL AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE FUND PROVIDES MEDICAL, VACATION AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WHICH ARE FUNDED BY PARTICIPATING EMPLOYERS WHICH MAKE CONTRIBUTIONS BASED ON HOURS WORKED. 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 95 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE FUND 9736013828 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 X RICHARD T FITZSIMMONS UNION TRUSTEE 1.00 40.00 X 0 263936 263168 JOHN RYAN UNION TRUSTEE 1.00 10.00 X 0 16175 6695 CHRISTOPHER FITZSIMMONS UNION TRUSTEE 1.00 40.00 X 0 203887 205852 ROBERT WESSELS EMPLOYER TRUSTEE 0.50 X 0 0 0 MARK ROSEN EMPLOYER TRUSTEE 0.50 X 0 0 0 PATRICK ROONEY EMPLOYER TRUSTEE 0.50 X 0 0 0 0 483998 475715 0 0 1 0 0 EMPLOYERS' CONTRIBUTIO 230000 2509811 2509811 PARTICIPANTS' CONTRIBU 230000 139921 139921 2649732 41543 41543 395626 371335 24291 24291 24291 2715566 2649732 0 65834 1969769 37500 24000 14000 484 10749 BANK CHARGES 1450 PRINTING & POSTAGE 1207 2059159 1107322 1654962 222971 266812 1013 12394 861606 950271 2192912 2884439 11373 7878 11373 7878 X 0 0 0 0 2181539 2876561 2181539 2876561 2192912 2884439 656407 38615 0 X X 0 1 X 1 0 0 MUTUAL FUNDS 950271 F 950271 X 2753697 38615 38615 2715082 484 484 2715566 2058675 0 2058675 484 484 2059159 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST 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. 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 RICHARD T FITZSIMMONS UNION TRUSTEE 0 263936 0 0 0 0 0 148531 0 114637 0 527104 0 0 CHRISTOPHER FITZSIMMONS UNION TRUSTEE 0 203887 0 0 0 0 0 117389 0 88463 0 409739 0 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES RICHARD T. FITZSIMMONS AND CHRISTOPHER FITZSIMMONS ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ALL INFORMATION UPON REQUEST. FORM 990, PART VII, LINE 1A(B) CERTAIN TRUSTEES OF THE FUND ARE COMPENSATED BY THE RELATED LOCAL UNION FOR HOURS THEY WORK RELATED TO UNION BUSINESS. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES OVERSEE THE AUDIT OF THE PLAN. LABORERS INTERNATIONAL UNION OF NORTH AMERICA LOCAL UNION #147 4332 KATONAH AVE BRONX NY 10470 135569067 PROVIDES SERVICES TO UNION MEMBERS UNDER COLLECTIVE BARGAINING AGREEMENTS NY 501(C)(5) 0 CONSTRUCTION WORKERS LOCAL UNION 147 TRAINING FUND 4332 KATONAH AVE BRONX NY 10470 137237968 PROVIDES EDUCATION AND TRAINING TO UNION MEMBERS NY 501(C)(3) PF 0 CONSTRUCTION WORKERS LOCAL UNION 147 ANNUITY FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 133161716 PROVIDES DEFINED CONTRIBUTION RETIREMENT BENEFITS NY 401(A) 0 CONSTRUCTION WORKERS LOCAL UNION 147 ASB FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 133161717 PROVIDES VACATION AND OTHER ADDITIONAL SECURITY BEENFITS NY 501(C)(9) 0 CONSTRUCTION WORKERS LOCAL UNION 147 RETIREMENT FUND 36 HOPATCHUNG ROAD HOPATCONG NJ 07843 136528181 PROVIDES DEFINED BENEFIT RETIREMENT BENEFITS NY 401(A) 0 SKANSKA USA CIVIL NY LOCAL 147 TRAINING FUND NY NORTHEAST REMSCO NJ LOCAL UNION NO 147 NY WALSH CONSTRUCTION II IL RENESCO INC VA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0