2025-10-31T15:04:35-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 042326141 HOISTING AND PORTABLE ENGINEERS LOCAL 4 APPRENTICE & TRAINING FUND HOIS 7818210306 ONE ENGINEERS WAY CANTON MA 02021 MICHAEL CAREY TRAINING DIRECTOR 7818210306 2025-10-31 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z ONE ENGINEERS WAY CANTON MA 02021 4855880 0 X N/A X 1963 MA TO PROVIDE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 6 6 19 0 0 0 0 0 4690356 4540301 264016 315579 0 0 4954372 4855880 0 0 0 0 2376388 2529201 0 0 0 1725061 1762273 4101449 4291474 852923 564406 10517763 11272449 98135 108286 10419628 11164163 TO PROVIDE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 4082674 TO PROVIDE TRAINING, SKILL IMPROVEMENT, AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 4082674 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 0 1 1 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MICHAEL CAREY TRAINING DIRECTOR 7818210306 ONE ENGINEERS WAY CANTON MA 02021 GREGORY A GEIMAN FUND ADMINISTRATOR 1.00 39.00 X 0 294213 67929 MICHAEL CAREY TRAINING DIRECTOR 40.00 0.00 X 252613 0 66120 PETER GARDINER TRAINING INSTRUCTOR 40.00 0.00 X 220500 0 69786 PETER CARPENTER TRAINING INSTRUCTOR 40.00 0.00 X 210251 0 68820 WILLIAM JUSCZAK TRAINING INSTRUCTOR 40.00 0.00 X 209731 0 68443 THOMAS MCEVOY TRAINING INSTRUCTOR 40.00 0.00 X 208660 0 67762 MICHELE MAIMONE ADMINISTRATIVE 40.00 0.00 X 182338 0 63866 ANDREW FRANZEN TRAINING INSTRUCTOR 40.00 0.00 X 181687 0 63778 STEPHEN TAPPIN UNION TRUSTEE - THRU 8/24 1.00 0.00 X 0 0 0 PETER VENTRESCO UNION TRUSTEE - EFF 8/24 1.00 0.00 X 0 0 0 DAVID F FANTINI UNION TRUSTEE 1.00 0.00 X 0 0 0 EDWARD G MCLAUGHLIN UNION TRUSTEE 1.00 0.00 X 0 0 0 GARY SPENCER EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 THOMAS RUSSO EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 JOHN ROMA EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 1465780 294213 536504 7 0 1 0 0 EMPLOYER CONTRIBUTIONS 237310 4540301 4540301 4540301 315579 315579 4855880 4540301 0 315579 323571 323571 1520108 1520108 364890 364890 187659 187659 132973 132973 8956 8956 35000 35000 2405 2405 108783 99365 9418 54969 30291 24678 214446 208412 6034 47843 47843 7481 7300 181 447248 447248 98568 70976 27592 OTHER 243703 243703 REPAIRS & MAINTENANCE 198928 198070 858 FUEL & UTILITIES 126654 126654 REIMB P/R, PR TAX & BEN 93678 93678 73611 73611 4291474 4082674 208800 0 940302 802115 5121910 4577763 449633 424700 31910 93888 10805143 7712757 1932624 3092386 758856 948322 1282528 1333275 10517763 11272449 98135 108286 98135 108286 X 0 0 0 0 10419628 11164163 10419628 11164163 10517763 11272449 564406 180129 0 X 0 1 X 1 0 X 156288 156288 2026947 1831119 195828 403556 346381 57175 7481475 5016458 2465017 736877 518799 218078 3092386 BNYM CREDIT BOND INDEX FUND 1333275 F 1333275 5033604 180129 180129 4853475 2405 2405 4855880 4289069 0 4289069 2405 2405 4291474 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS ON THE PLAN'S WEBSITE. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE (D) NO CONTRIBUTIONS ARE SOLICITED 0 0 0 0 0 0 0 0 0 GREGORY A GEIMAN FUND ADMINISTRATOR 0 294213 0 0 0 0 0 49363 0 18566 0 362142 0 0 MICHAEL CAREY TRAINING DIRECTOR 252613 0 0 0 0 0 48280 0 17840 0 318733 0 0 0 PETER GARDINER TRAINING INSTRUCTOR 220500 0 0 0 0 0 46952 0 22834 0 290286 0 0 0 PETER CARPENTER TRAINING INSTRUCTOR 210251 0 0 0 0 0 46396 0 22424 0 279071 0 0 0 WILLIAM JUSCZAK TRAINING INSTRUCTOR 209731 0 0 0 0 0 46177 0 22266 0 278174 0 0 0 THOMAS MCEVOY TRAINING INSTRUCTOR 208660 0 0 0 0 0 45773 0 21989 0 276422 0 0 0 MICHELE MAIMONE ADMINISTRATIVE 182338 0 0 0 0 0 43380 0 20486 0 246204 0 0 0 ANDREW FRANZEN TRAINING INSTRUCTOR 181687 0 0 0 0 0 43380 0 20398 0 245465 0 0 0 COMPENSATION FROM RELATED ORGANIZATIONS GREGORY A. GEIMAN RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT FUND ADMINISTRATOR OF THIS ENTITY, AND ADDITIONAL RELATED ORGANIZATIONS INCLUDING THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO.4 HEALTH & WELFARE, PENSION, ANNUITY, AND COOPERATIVE TRUST FUNDS. THE APPRENTICESHIP FUND REIMBURSES THE RELATED HEALTH & WELFARE FUND FOR 3.64% OF THESE EXPENSES. 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 THE FUND ADMINISTRATOR AND CONTROLLER OF THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO TRUSTEES OF THE ORGANIZATION PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS, DIRECTORS, AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 4 ANNUITY 16 TROTTER DRIVE MEDWAY MA 020532299 043002474 RETIREMENT BENEFITS MA 501(A) N/A N/A 0 IUOE LOCAL 4 PENSION 16 TROTTER DRIVE MEDWAY MA 020532299 046013863 RETIREMENT BENEFITS MA 501(A) N/A N/A 0 IUOE LOCAL 4 HEALTH & WELFARE FUND 16 TROTTER DRIVE MEDWAY MA 020532299 046040880 MEDICAL & WELFARE BENEFITS MA 501(C)(9) N/A N/A 0 IUOE LOCAL 4 LABOR MGT CORP TRUST 16 TROTTER DRIVE MEDWAY MA 020532299 046254465 IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT MA 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0