2025-11-08T11:02:55-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-01-01 520893636 OPERATING ENGINEERS LOCAL NO 37 APPRENTICESHIP AND TRAINING FUND OPER 4102549595 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 MARK F MCQUAY TRUSTEE 4102549595 2025-11-08 1 0 PETER P OSMAN CPA P00366693 2023319880 2025-11-07 X 2024 2025-03-06 01:10:19Z MARK F MCQUAY 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 1514442 0 X N/A X 1966 MD TO PROVIDE TRAINING TO FUND PARTICIPANTS 6 5 4 0 0 0 1698364 5000 1131785 1279127 73742 230295 0 0 2903891 1514422 0 0 0 0 598659 628479 0 0 0 663004 843542 1261663 1472021 1642228 42401 7568732 7630931 2211 22009 7566521 7608922 TO PROVIDE TRAINING TO FUND PARTICIPANTS. 0 0 1114318 5000 1296107 TO PROVIDE TRAINING TO FUND PARTICIPANTS. 1114318 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 0 1 4 0 1 4 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4102549595 3615 NORTH POINT BLVD BALTIMORE MD 21222 ROBERT A HOLSEY CHAIRMAN 1.00 40.00 X 0 134676 63315 MARK F MCQUAY TRUSTEE 1.00 40.00 X 0 115876 63442 MICHAEL FUNK TRAINING SCHOOL DIRECTOR 50.00 1.00 X X 108875 0 64814 PIERCE FLANAGAN IV TRUSTEE 1.00 40.00 X 0 0 0 DANIEL HUMBERTSTON TRUSTEE 1.00 40.00 X 0 114249 63195 STEVE DIETRICH TRUSTEE 1.00 40.00 X 0 0 0 108875 364801 254766 1 0 1 0 0 5000 5000 EMPLOYER CONTRIBUTIONS 525100 1279127 1279127 1279127 213315 213315 17000 20 16980 16980 16980 1514422 1296107 0 213315 108875 108875 259629 203175 56454 183746 183746 46284 16076 30208 29945 25453 4492 18668 18668 11735 11735 17430 17430 87039 62372 24667 3369 3369 419079 300317 118762 51946 37224 14722 MISCELLANEOUS 122831 88028 34803 REPAIRS AND MAINTENANCE 79014 56621 22393 GAS AND OIL 32431 32431 1472021 1114318 357703 0 497654 553271 2618400 2791838 93960 144862 5021 4507 7230695 3094242 4353697 4136453 7568732 7630931 2211 22009 2211 22009 X 7566521 7608922 0 0 0 0 7566521 7608922 7568732 7630931 42401 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 635856 635856 2051684 559337 1492347 710253 558244 152009 3832902 1976661 1856241 4136453 X 1514422 0 1514422 0 1514422 1472021 0 1472021 0 1472021 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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR THE VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEITHER NEWSPAPER NOR BROADCAST MEDIA ARE USED TO SOLICIT STUDENTS DURING ENROLLMENT PERIODS. APPLICATIONS ARE RECEIVED AND REVIEWED BY THE TRUSTEES IN ACCORDANCE WITH THE FUND'S POLICY OF RACIAL NONDISCRIMINATION TOWARDS STUDENTS. SCHEDULE E, PART I, LINE 4 SOLICITATIONS ARE NOT MADE. CONTRIBUTIONS ARE RECEIVED FROM EMPLOYERS UNDER A COLLECTIVE BARGAINING AGREEMENT. 0 0 0 0 0 0 0 0 0 ROBERT A HOLSEY CHAIRMAN 0 134676 0 0 0 0 0 40347 0 22968 0 197991 0 0 MARK F MCQUAY TRUSTEE 0 115876 0 0 0 0 0 40474 0 22968 0 179318 0 0 DANIEL HUMBERTSTON TRUSTEE 0 114249 0 0 0 0 0 40227 0 22968 0 177444 0 0 MICHAEL FUNK TRAINING SCHOOL DIRECTOR 108875 0 0 0 0 0 41237 0 23577 0 173689 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE APPOINTED BY THE UNION AND CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE DETERMINED BY KNOWLEDGE OF SALARIES AT COMPARABLE POSITIONS AND ARE REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY ERISA AND THE INTERNAL REVENUE CODE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR