2025-06-18T13:07:42-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 222549231 IUOE LOCAL 158 TRAINING FUND IUOE 3152996104 5612 BUSINESS AVENUE CICERO NY 13039 JONATHAN LANSE CHAIRMAN 3152996104 2025-06-18 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z 5612 BUSINESS AVENUE CICERO NY 13039 4947386 0 X WWW.IUOE158.ORG/APPRENTICESHIP-TRAINING X 1984 NY PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 10 10 14 0 0 0 179167 65320 2244217 3204977 165267 224681 71720 77591 2660371 3572569 0 0 0 0 1065939 1061203 0 0 0 1466465 1484532 2532404 2545735 127967 1026834 9206523 10290126 57084 76747 9149439 10213379 PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 2199453 PROVIDES APPRENTICE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 2199453 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 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 0 1 8 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SARAH FERGERSON 3152996104 5612 BUSINESS AVENUE CICERO NY 13039 JONATHAN LANSE CHAIR/UNION TRUSTEE 1.00 0.00 X 0 0 0 ROBERT AIKENS UNION TRUSTEE 1.00 0.00 X 0 0 0 GRANT MALONE UNION TRUSTEE 1.00 0.00 X 0 0 0 BRIAN BICHE UNION TRUSTEE 1.00 0.00 X 0 0 0 KARL BUTTON UNION TRUSTEE - THRU 11/24 1.00 0.00 X 0 0 0 TODD HELFRICH EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL MASTROPIETRO EMPLOYER TRUSTEE - THRU 04/24 1.00 0.00 X 0 0 0 NICKOLAUS OSINSKI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 TOM KEELER EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 EARL HALL EMPLOYER TRUSTEE - EFF 01/24 1.00 0.00 X 0 0 0 DOUGLAS MAY EMPLOYER TRUSTEE - EFF 04/24 1.00 0.00 X 0 0 0 DONALD SMITH UNION TRUSTEE - EFF 11/24 1.00 0.00 X 0 0 0 WILLIAM F GRAY IV TRAINING DIRECTOR 40.00 0.00 X 131498 0 70993 MARTIN SWAUGER TRAINING DIRECTOR 40.00 0.00 X 130270 0 70993 JON WALSTON TRAINING DIRECTOR 40.00 0.00 X 135256 0 70680 MATTHEW GAIDA TRAINING INSTRUCTOR 40.00 0.00 X 122127 0 68276 519151 0 280942 4 0 1 0 0 65320 65320 EMPLOYERS CONTRIB. 237310 3124421 3124421 RENT FROM AFFIL. ORG 237310 80556 80556 3204977 198910 198910 75007 0 75007 75007 75007 1400588 1374817 25771 25771 25771 MISCELLANEOUS INCOME 237310 2584 2584 2584 3572569 3207561 0 299688 642401 564893 77508 261694 225043 36651 102356 85985 16371 54752 48248 6504 56481 56481 50948 50948 10293 10293 14800 14800 35538 11430 24108 87615 71547 16068 46779 46779 13316 13316 688759 684186 4573 134148 126137 8011 EQUIPMENT RENTAL & REPA 139320 139320 FUEL & UTILITIES 94609 94609 EDUCATIONAL COURSES 57718 57718 MATERIALS AND SUPPLIES 30242 30242 23966 23966 2545735 2199453 346282 0 19737 18497 970321 1210697 320197 530658 114781 107650 11349772 7121692 4345499 4228080 3257569 4194544 178419 9206523 10290126 57084 76747 57084 76747 X 0 0 0 0 9149439 10213379 9149439 10213379 9206523 10290126 1026834 37106 0 X 0 1 X 1 0 X 7900 648990 35000 179167 65320 936377 607413 1715794 2003044 2175970 3124421 9626642 615313 2364784 2038044 2355137 3189741 10563019 0 0 0 10563019 153903 533990 78784 305494 382829 1455000 153903 533990 78784 305494 382829 1455000 769216 2898774 2116828 2660631 3572570 12018019 0.87890 0.86820 0.12110 0.13180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1566711 1566711 1663062 1119078 543984 8024337 5906952 2117385 95662 95662 0 4228080 3599382 37106 37106 3562276 10293 10293 3572569 2535442 0 2535442 10293 10293 2545735 X 0 0 0 0 0 0 0 0 0 WILLIAM F GRAY IV TRAINING DIRECTOR 130004 0 0 0 1494 0 52585 0 18408 0 202491 0 0 0 MARTIN SWAUGER TRAINING DIRECTOR 130004 0 0 0 266 0 52585 0 18408 0 201263 0 0 0 JON WALSTON TRAINING DIRECTOR 127504 0 0 0 7752 0 52272 0 18408 0 205936 0 0 0 MATTHEW GAIDA TRAINING INSTRUCTOR 117400 0 0 0 4727 0 49868 0 18408 0 190403 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND BY EMPLOYER ASSOCIATIONS. WHENEVER ANY VACANCIES OCCUR AMONG THE EMPLOYER TRUSTEES, SUCCESSOR TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE WHO OVERSEES THE FUND'S DAILY ACTIVITIES. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. UPSTATE NY ENGINEERS HEALTH FUND 101 INTREPID LANE SYRACUSE NY 132050100 150582931 WELFARE BENEFITS TO PARTICIPANTS NY 501(C)9 N/A N/A 0 UPSTATE NY ENGINEERS PENSION FUND 101 INTREPID LANE SYRACUSE NY 132050100 150614642 RETIREMENT BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0