2024-04-10T21:06:55-05:00 2023-06-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2022-07-01 237424474 PIPEFITTERS LOCAL #524 HEALTH & WELFARE FUND PIPE 5703479214 711 COREY STREET SCRANTON PA 18505 PATRICK DOLAN TRUSTEE 5703479214 2024-04-09 1 PATRICK DOLAN 999009999 1 ALAN D ROSS CPA P00072435 6107799555 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK DOLAN 711 COREY STREET SCRANTON PA 18505 11733472 0 X WWW.UALOCAL524.ORG X 1973 PA TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS OF THE LOCAL UNION 6 0 2 0 0 0 0 0 7398885 8149539 389175 349604 58663 0 7846723 8499143 0 0 5110819 5607254 111834 125973 0 0 0 1416732 1368721 6639385 7101948 1207338 1397195 14288757 15903678 739 5078 14288018 15898600 TO PROTECT THE HEALTH AND WELL BEING OF ITS MEMBERS BY PROVIDING HEALTH INSURANCE COVERAGE AND DISABILITY COVERAGE TO ITS MEMBERS 0 0 7101948 HEALTH AND WELFARE BENEFITS FOR MEMBERS 7101948 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X CINDY RUTKOWSKI 5703479214 711 COREY STREET SCRANTON PA 18505 X PATRICK DOLAN TRUSTEE 1.00 40.00 X 0 0 0 BRIAN DOLAN TRUSTEE 1.00 X 0 0 0 JASON FLYNN TRUSTEE 1.00 X 0 0 0 JOHN MEEHAN TRUSTEE 1.00 X 0 0 0 JOSEPH MARX TRUSTEE 1.00 X 0 0 0 STEVEN WEINBERGER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIB 900099 7131201 7131201 EMPLOYEE SELF-PAY 900099 952380 952380 RECIPROCITY INCOME 900099 65958 65958 8149539 339017 339017 3244916 3234329 10587 10587 10587 8499143 8149539 0 349604 5607254 112464 3418 10091 6659 13000 48485 117498 5956 9600 12192 7364 RECIPROCITY PAYMENTS 608551 STOP LOSS PREMIUMS 527803 POSTAGE & DELIVERY 4385 TELEPHONE 3529 3699 7101948 311246 553545 2060069 1986036 122959 29126 100778 93833 11816664 13270264 14288757 15903678 739 5078 739 5078 X 0 0 0 0 14288018 15898600 14288018 15898600 14288757 15903678 1397195 213387 0 X 0 1 X 0 0 122959 29126 93833 93833 PAYROLL TAXES 5078 5078 X 8055494 213387 213387 7842107 48485 608551 657036 8499143 6444912 0 6444912 48485 608551 657036 7101948 PART X, LINE 2: 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS TO OTHER PLANS 608,551. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS TO OTHER PLANS 608,551. FORM 990, PART VI, SECTION B, LINE 11B ALL TRUSTEES ARE PROVIDED A COPY OF THE COMPLETED FORM 990 PRIOR TO FILING FORM 990, PART VI, SECTION C, LINE 19 THE HEALTH AND WELFARE FUND PROVIDES THE GENERAL PUBLIC ACCESS TO ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AT THE FUND OFFICE UPON REQUEST. UNITED ASSOCIATION LOCAL UNION 524 711 COREY STREET SCRANTON PA 18505 240579955 REPRESENTS MEMBERS WORKING IN THE PIPE-TRADES INDUSTRY IN NORTH EAST PA PA 501(C)(5) 0 UA LOCAL 524 EDUCATION FUND 711 COREY STREET SCRANTON PA 18505 237218430 TRAINING PROGRAM FOR PIPEFITTER APPRENTICES AND JOURNEYMEN PA 501(C)(3) 0 DAY & ZIMMERMAN 1827 FREEDOM RD LANCASTER PA 17601 232499111 CONTRIBUTING EMPLOYER PA 0 HT LYONS 7165 AMBASSADOR DR ALLENTOWN PA 18106 231900734 CONTRIBUTING EMPLOYER PA 0 MCCLURE COMPANY INC PO BOX 1579 HARRISBURG PA 17105 231420865 CONTRIBUTING EMPLOYER PA 0 O&M MULTITRADE 1205 MIDVALLEY DR JESSUIP PA 18434 232804211 CONTRIBUTING EMPLOYER PA 0 SCRANTON ELECTRIC HEATING & COOLING SERVICE INC 107 MIDDLE ST SCRANTON PA 18505 232466578 CONTRIBUTING EMPLOYER PA 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 UNITED ASSOCIATION LOCAL UNION 524 K 9600 FAIR MARKET VALUE UA LOCAL 524 EDUCATION FUND S 23292 COLLECTIVE BARGAINING AGREEMENT UNITED ASSOCIATION LOCAL UNION 524 S 70015 COLLECTIVE BARGAINING AGREEMENT HT LYONS INC S 1978557 COLLECTIVE BARGAINING AGREEMENT DAY & ZIMMERMAN S 543770 COLLECTIVE BARGAINING AGREEMENT MCCLURE COMPANY INC S 638273 COLLECTIVE BARGAINING AGREEMENT O&M MULTITRADE S 541220 COLLECTIVE BARGAINING AGREEMENT SCRANTON ELECTRIC HEATING & COOLING SERVICE INC S 622001 COLLECTIVE BARGAINING AGREEMENT