2024-11-04T11:01:28-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 226033161 STEAMFITTERS LOCAL UNION #475 EDUCATION 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 1040714 0 X N/A X 1953 NJ TO PROVIDE EDUCATION AND TRAINING TO MEMBERS AND APPRENTICEES. 10 0 8 0 0 0 0 0 819619 943617 6374 66288 44993 30809 870986 1040714 0 0 0 0 760755 779464 0 0 0 391217 407998 1151972 1187462 -280986 -146748 2266752 2137743 19149 36888 2247603 2100855 TO PROVIDE EDUCATION AND TRAINING TO MEMBERS AND APPRENTICEES. 0 0 1041930 974426 STEAMFITTERS LOCAL UNION 475 EDUCATION FUND PROVIDES INSTRUCTION AND APPRENTICE TRAINING THROUGH AN EDUCATION PROGRAM FOR QUALIFIED PERSONS. 1041930 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 0 1 2 0 1 8 1 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 EDUCATION FUND 9087541032 136 MOUNT BETHEL ROAD WARREN NJ 07060 SHAUN P SULLIVAN 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 0.50 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 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 ROBERT J SHERLOCK TRAINING INSTRUCTOR 40.00 X 151058 0 98716 TIMOTHY JAMES MURPHY TRAINING INSTRUCTOR 40.00 X 140373 0 88088 291431 842777 924504 2 0 1 0 0 EMPLOYER CONTRIBUTION 900099 943617 943617 943617 66288 66288 GRANT INCOME 900099 24908 24908 MISCELLANEOUS INCOME 900099 5901 5901 30809 1040714 974426 0 66288 433918 390964 42954 198901 184061 14840 112891 97752 15139 33754 30176 3578 5430 5430 19268 19268 19200 19200 87400 77677 9723 8400 8400 139383 139383 20793 20793 36249 36249 32042 32042 REPAIRS & MAINTENANCE 25520 25520 MISCELLANEOUS 7000 7000 APPRENTICE TESTING 5757 5757 AUTO EXPENSE 1503 1503 53 53 1187462 1041930 145532 0 2043348 1944493 1346779 1216777 144271 130002 79133 63248 2266752 2137743 6215 8242 12934 28646 19149 36888 X 2247603 2100855 2247603 2100855 2266752 2137743 -146748 0 X X 0 1 X 1 0 X 882660 823774 58886 416385 361578 54807 47734 31425 16309 130002 DUE TO AFFILIATED FUNDS 28087 PAYROLL TAXES PAYABLE 559 28646 X 1040714 0 1040714 0 1040714 1187462 0 1187462 0 1187462 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION IN WHICH THE 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 INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IN THE BEGINNING OF THE APPLICATION PROCESS ALL POTENTIAL STUDENTS ARE GIVEN A NONDISCRIMINATORY PAMPHLET WITH THE APPLICATION. 0 0 0 0 0 0 0 0 0 SHAUN P SULLIVAN 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 ROBERT J SHERLOCK TRAINING INSTRUCTOR 151058 0 0 0 0 0 53399 0 45317 0 249774 0 0 0 TIMOTHY JAMES MURPHY TRAINING INSTRUCTOR 140373 0 0 0 0 0 57760 0 30328 0 228461 0 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 ORGANIZATION HAS A COMITTEE THAT OVERSEES THE AUDIT AND REVIEW. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 SURETY FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351695 PROVIDE ANNUITY BENEFITS FOR MEMBERS NJ SECTION 401(A) 0 STEAMFITTERS LOCAL UNION #475 VACATION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 222351279 PROVIDE VACATION BENEFITS FOR MEMBERS NJ SECTION 501(C)(9) 0 STEAMFITTERS LOCAL UNION #475 WELFARE FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 221516999 PROVIDE HEALTH BENEFITS FOR MEMBERS NJ SECTION 501(C)(9) 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND 136 MOUNT BETHEL ROAD WARREN NJ 07059 226029738 PROVIDE PENSION BENEFITS FOR MEMBERS NJ SECTION 401(A) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 STEAMFITTERS LOCAL UNION #475 PENSION FUND K 87595 ESTIMATED USAGE OF BUILDING STEAMFITTERS LOCAL UNION #475 WELFARE FUND O 76851 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 WELFARE FUND P 6983 SHARE OF ALLOCATED COST STEAMFITTERS LOCAL UNION #475 PENSION FUND P 51674 SHARE OF ALLOCATED COST