2024-06-26T10:12:39-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 826654758 OPERATING ENGINEERS LOCAL 137 LABOR MANAGEMENT COOPERATIVE TRUST OPER 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 9147621268 2024-06-26 1 JEFFREY LOUGHLIN 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 788203 0 X N/A X 2017 NY THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION. 6 6 0 0 0 0 0 0 632945 776714 7801 11489 0 0 640746 788203 788679 586047 0 0 0 0 0 0 0 73831 82957 862510 669004 -221764 119199 1467318 1609610 82418 105511 1384900 1504099 X THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION. 0 0 THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 1 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALBERT WASSELL 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 0.00 1.00 X 0 0 0 JAMES SASSO UNION TRUSTEE 0.00 1.00 X 0 0 0 MICHAEL MILLER UNION TRUSTEE 0.00 1.00 X 0 0 0 RICHARD LOMBARDI EMP TRUSTEE 0.00 1.00 X 0 0 0 MARK FANTE EMP TRUSTEE 0.00 1.00 X 0 0 0 JOHN COONEY EMP TRUSTEE 0.00 1.00 X 0 0 0 RITA KOSTIK FUND MANAGER 4.00 36.00 X 0 90355 34470 ALBERT WASSELL FUND MANAGER 4.00 36.00 X 0 89429 59046 0 179784 93516 0 0 0 0 0 EMPLOYERS' CONTRIB 237310 776714 776714 776714 11489 11489 788203 776714 0 11489 586047 247 21600 2419 3240 3468 5901 752 REIMB PR, BEN & TAXES 45330 669004 1389909 1513610 77409 96000 1467318 1609610 82418 105511 82418 105511 X 1384900 1504099 1384900 1504099 1467318 1609610 119199 0 X 0 1 X 1 0 0 788203 0 788203 0 788203 669004 0 669004 0 669004 1 BRADHURST SITE CONSTR CORP 140 BRADHURST AVE VALHALLA NY 10595 131984667 5255 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY ELQ INDUSTRIES INC 567 FIFTH AVE NEW ROCHELLE NY 10801 131994798 103647 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY LAURA LI INDUSTRIES LLC PO BOX 195 PURCHASE NY 10577 473587941 62498 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY MONTESANO CONTRACTING INC 76 PLAIN AVENUE NEW ROCHELLE NY 10801 132808671 126559 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY MTS INFRASTRUCTURE LLC 135 LAFAYETTE AVE WHITE PLAINS NY 10603 822204499 26030 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY PETER J LANDI INC 13 BRADHURST AVE HAWTHORNE NY 10532 132577229 9957 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY SHAWN'S LAWN INC 1200 HIGH RIDGE RD STAMFORD CT 06905 061509463 195503 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY VS CONSTRUCTION CORPORATION 37 CROTON DAM ROAD OSSINING NY 10562 133026846 36186 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FOR THE TRUST. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 137 WELFARE FUND 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739714 PROVIDE HEALTH & OTHER BEN TO ELIG PARTIC. NY 501(C)9 N/A 0 IUOE ANNUITY FUND LOCAL 137 A B C 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RETIREMENT BEN TO ELIG PARTIC. NY 501(A) N/A 0 APPRENTICE FUND IUOE LOCAL 137 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAIN, SKILL IMPRO & SAFE ED NY 501(C)3 2 0 THE PENS PLAN IUOE LOCAL 137 A B C R 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131825849 PROVIDES RET BENEFITS TO ELIG PARTIC. NY 501(A) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0