2024-06-27T06:43:06-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 131739714 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 WELFARE FUND INTE 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 9147621268 2024-06-27 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 50731421 0 X HTTP://IUOELOCAL137.COM/ X 1951 NY THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 6 0 0 0 149000 0 22282751 24508847 -1545180 486594 0 0 20886571 24995441 0 0 21933414 24663174 1001401 1123231 0 0 0 654275 -390179 23589090 25396226 -2702519 -400785 32122929 36079279 4688458 7086974 27434471 28992305 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 1 701 0 1 6 1 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 1.00 0.00 X 0 0 0 JAMES SASSO UNION TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL MILLER UNION TRUSTEE 1.00 0.00 X 0 0 0 RICHARD LOMBARDI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MARK FANTE EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 JOHN COONEY EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 RITA KOSTIK FUND MANAGER - THRU 06/23 10.00 30.00 X 111105 0 34470 ALBERT WASSELL FUND MANAGER - EFF 07/23 10.00 30.00 X 89429 0 59046 200534 0 93516 1 0 0 0 BASIL CASTROVINCI & ASSOC 36 HOPATCHUNG RD HOPATCONG NJ 07843 ACTUARY/MED TPA 611554 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 ACCOUNTANT 238068 2 EMPLOYERS' CONTRIB 237310 21178989 21178989 PARTICIPANTS' CONTRIB 237310 3329858 3329858 24508847 781710 781710 25440864 25735980 -295116 -295116 -295116 24995441 24508847 0 486594 24663174 294050 322720 326473 140056 39932 43929 153792 112849 42724 37577 35544 59010 10337 PENS REL CHANGES OTHER -124956 REIMB PAYROLL,BEN & TAX -760985 25396226 915295 3887849 705524 746097 5424262 4061758 24927594 27320321 150254 63254 32122929 36079279 95157 347747 4593301 6739227 4688458 7086974 X 0 0 0 0 27434471 28992305 27434471 28992305 32122929 36079279 -400785 1958619 0 X 0 1 X 1 0 0 CLAIMS PAYABLE 4364393 ESCROW LIABILITY 522894 VACATION BENEFITS PAYABLE 647000 SAVINGS/PSL BENEFITS PAYABLE 803000 NET PENSION LIABILITY 401940 6739227 26841211 1958619 1958619 24882592 112849 112849 24995441 23410991 0 23410991 112849 1872386 1985235 25396226 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR 1,997,342. PENS REL CHANGES OTHER THAN BENEFIT COSTS -124,956. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FULL TIME FOR THE ORGANIZATION. 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 THE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. APPRENTICE FUND IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAINING, SKILL IMPROV. & SAFETY EDUCATION NY 501(C)3 LINE 2 N/A 0 THE PENS PLAN IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131825849 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 ANNUITY FUND IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RET BENEFITS TO ELIGIBLE PARTICIPANTS. NY 501(A) N/A N/A 0 IUOE LOCAL 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 N/A N/A 0 OPERATING ENGINEER LOCAL 137 LMCT 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 826654758 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT NY 501(C)5 N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 PART VII - SUPPLEMENTAL INFORMATION CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THE FILING ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137, 137A, 137B, 137C, 137R (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION. FORM 990 SCHEDULE R, PART IV: FORM 990 SCHEDULE R, PART IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (A)NAME OF RELATED ORGANIZATION 58A J.V.D. INDUSTRIES, LTD. A&J CONSTRUCTION DBA ALCAIDE INC A&K SLIP FORMING INC. A. R. BALDWIN CRANE & EQUIPMENT ACCESS ANVIL CORP. AFFORDABLE HOUSING CONCEPT AHC ALL ACTION ARCHITECTURAL METAL & GLASS ALLIED POWER ALLIGATOR CONTRACTING AMERICAN PILE AND FOUNDATION LLC A-QUICK PICK CRANE SERVICE ARBEN GROUP, LLC ARGENIO BROTHERS ASCAPE LANDSCAPE CONST. CORP. ASF CONSTRUCTION & EXCAVATION CORP. 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DAKOTA CONCRETE SERVICES LLC DANELLA CONSTRUCTION OF NY INC DEFOE CORPORATION DONEGAL CONSTRUCTION CORP. DORAL CORPORATION E.E. CRUZ & COMPANY, INC. E.J. ENERGY LLC EASTERN EXCAVATION INC. ECCO III ENTERPRISES INC. EDISON AVENUE RECYCLE ELDERLEE INC. ELQ INDUSTRIES, INC EMI GUIDE RAIL,INC. ERECTION & WELDING CONTRACTING, LLC FOS DEVELOPMENT CORP FORM 990 SCHEDULE R, PART IV GABRIEL STEEL ERECTORS GIANFIA CORP. GMAC CONSTRUCTION, LLC GRACE INDUSTRIES, LLC GRANITEWORKS INC. H & L CONTRACTING LLC HALMAR INTERNATIONAL LLC HARRISON & BURROWES BRIDGE CON HAWKEYE, LLC HIGHLINE RIGGERS LLC HUDSON VALLEY BRIDGE CONST.INC HUDSON VALLEY CRANE, LLC HULL CONST. & RESTORATION ICON CONSTRUCTION GROUP, INC J & M CUSTOM SHEET METAL, LLC J. D'ANNUNZIO & SONS J. FLETCHER CREAMER & SONS INC J.T CLEARY, INC. JECI CORP JESCO, INC. JETT INDUSTRIES, INC. JOHN CIVETTA & SONS INC. JOKEN DEVELOPMENT CORPORATION JOSEPH CARDUCCI,INC. JR CRUZ JUDLAU - TC ELECTRIC JV KANE CONTRACTING, INC. KELLER INDUSTRIAL INC KENVIL UNITED CORP, KIEWIT-SHEA CONSTRUCTORS KINETIC DEMOLITION AND ENGINEERING L.M. SESSLER EXCAVATING & WRECKIG, INC LAURA LI INDUSTRIES LLC LAWS CONSTRUCTION CORP. LEA ROME EXCAVATING LLC LEGGIO MAINTENANCE CORP LOMMA LLC DBA JK CRANE LOSPOTO LANDSCAPING MACE CONTRACTING CORPORATION MAXIM CRANE WORKS, INC. MC VAC ENVIRONMENTAL SERV MCCAREY LANDSCAPING, INC. MECT, INC MGM YONKERS, INC MOHEGAN ASSOCIATES, INC. MONTESANO CONTRACTING INC MORANO BROTHERS CORP. MTS INFRASTRUCTURE LLC NDL ASSOCIATES INC. NETWORK INFRASTRUCTURE NICHOLSON CORP. NICKY DIGGS EXCAVATION /DBA LAND-V-SCAPE NORDIC CONTRACTING CO. INC NORTH COUNTRY GARDEN CENTER, INC. NORTHBROOK CONTRACTING CORP. NORTHEAST INDUST MAINT INC NORTHEAST STRUCTURAL STEEL NORTHSTAR CONTRACTING GROUP, INC NY ASPHALT INC. OCS INDUSTRIES, INC OLORI CRANE SERVICE INC. P.A.B. CONTRACTING, CORP. PALADINO CONCRETE CREATIONS CO PALEEN CONSTRUCTION CORP. PAPITTO CONSTRUCTION CO., INC. PAT CORSETTI, INC. PATRIOT LOGISTICS, INC PCI INDUSTRIES CORP. PECKHAM MATERIALS CORP. PECKHAM ROAD CORP. PERMADUR INDUSTRIES,INC SISSCO PETER J. LANDI, INC. PETILLO, INC PETRILLO CONTRACTING, INC. PHOENIX HMA, INC POSILLICO CIVIL, INC. PRECAST SERVICES INC. PRECISION CARPENTRY OF WESTCHESTER, INC PRECISION CONCRETE PUMPING, I. PRO ASPHALT LLC R. PUGNI & SONS INC. RCA ASPHALT, LLC RESTANI CONSTRUCTION CORP RIGGS DISTLER & CO., INC ROBERT L. GEROSA INC. ROCK TECH INC ROGER & SONS CONCRETE SAFWAY SERVICES, LLC SAUTTER CRANE RENTAL, INC SHAWN'S LAWNS INC SIMPSON & BROWN INC. SITEWORKS CONTRACTING CORP. SKANSKA ECCO III JV SKANSKA USA CIVIL NORTHEAST INC SOIL SOLUTION, INC STATE CONTRACTING CORP. OF NY DBA CAPITAL INDUSTRIES STEP-MAR CONTRACTING CORP STEVE GIORDANO BLDS, INC. STRUCTURAL SERVICES OF NY INC. SUN UP CONSTRUCTION CORP. SUN UP PAYROLL CORP. SUNBELT RENTALS, INC SUPOR RIGGING THALLE INDUSTRIES INC. THE GRASSO COMPANIES LLC THE SMEDLEY COMPANY THE TREMSON CORPORATION TILCON NY INC. TRANSIT CONSTRUCTION CORP. TREVCON CONSTRUCTION TRI-STATE GROUNDWATER SLOUTIONS, LLC TRIUMPH CONSTRUCTION CORP. TULLY CONSTRUCTION TUTOR PERINI TYREK HEIGHTS ERECTORS UNDERPINNING & FOUNDATION SKANSKA UNIK GROUP UNION PAVING AND CONSTRUCTION CO, UNITED CIVIL INC. US CONCRETE / JENNA, LLC V.S. CONSTRUCTION CORP. VERDE ELECTRIC CORP VERNON HILLS CONTRACTING CORP. VILLA CONSTRUCTION INC. WATERS CONSTRUCTION CO. INC / DBA WATERS PAVING WESTCHESTER HILLS CONTRACTING LLC YONKERS CONTRACTING CO. INC. YONKERS EXCAVATING CORP. FORM 990, SCHEDULE R, PART II - IDENTIFICATION OF RELATED TAX EXEMPT ORGANIZATIONS (A)NAME OF ORGANIZATION INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 14-14B INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION 15, 15-A, 15-B, 15-C & 15-D INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 478-A, 478-C, 478-D, 478-E INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 138, 138-A, 138-B & 138-C INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 158 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 825