2025-06-25T11:01:52-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 042509496 I U O E LOCAL 98 ENG'RS JT TNG SKL IMPRVMT SAFETY EDU APP & TNG FUND IUOE 4139983230 40 HUDSON DRIVE PO BOX 1290 SOUTHWICK MA 01077 KARA RICHOTTE FUND ADMINISTRATOR 4139983230 2025-06-25 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z 40 HUDSON DRIVE PO BOX 1290 SOUTHWICK MA 01077 1242479 0 X WWW.IUOELOCAL98.ORG X 1972 MA TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 6 6 8 0 0 0 32095 5782 1155360 1175852 39095 60845 0 0 1226550 1242479 0 0 0 0 409177 505998 0 0 0 645277 611766 1054454 1117764 172096 124715 5181634 5096298 1372550 1144490 3809084 3951808 TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 938422 1175852 TO PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 938422 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 4 0 1 8 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 KARA RICHOTTE ADMINISTRATOR 4139983230 40 HUDSON DRIVE SOUTHWICK MA 01077 KARA RICHOTTE FUND ADMINISTRATOR 4.00 36.00 X 0 124958 79746 NICHOLAS GIROLAMO TRAIN. DIRECTOR 40.00 0.00 X 113696 0 79746 DARREN AUGER UNION TRUSTEE 1.00 3.00 X 0 0 0 DAVID KAZMIERCZAK UNION TRUSTEE/CHAIRMAN - EFF 9/24 1.00 3.00 X 0 0 0 WILLIAM D FAY UNION TRUSTEE/CHAIRMAN - THRU 9/24 1.00 3.00 X 0 0 0 DANIEL PRATS UNION TRUSTEE - EFF 9/24 1.00 3.00 X 0 0 0 CHRISTOPHER GAGLIARDUCCI EMPLOYER TRUSTEE/SECRETARY 1.00 3.00 X 0 0 0 JENNA RAHKONEN EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 JONATHAN PECOY EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 113696 124958 159492 1 0 1 0 0 5782 5782 5782 EMPLOYER CONTRIBUTIONS 237310 1105400 1105400 RENTAL INCOME FROM AFF 531120 70452 70452 1175852 60845 60845 1242479 1175852 0 60845 193442 193442 157817 157817 83276 83276 47202 47202 24261 24261 20225 20225 22000 22000 11250 11250 24952 22365 2587 8612 8612 69281 69281 3761 3761 2636 2636 61639 61639 160655 160655 40346 36066 4280 REIMB TO RELATED ORG 119000 119000 EQUIPMENT REPAIRS & MAI 50448 50448 FUEL & UTILITIES 13971 13971 EDUCATIONAL COURSES 2990 2990 1117764 938422 179342 0 155624 88226 503418 571357 90811 86189 4644706 1383470 3398196 3261236 1033585 1089290 5181634 5096298 68029 32826 1304521 1107414 0 4250 1372550 1144490 X 0 0 0 0 3809084 3951808 3809084 3951808 5181634 5096298 124715 18009 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 919631 919631 2383486 418666 1964820 186257 98204 88053 1104611 821945 282666 50721 44655 6066 3261236 DUE TO RELATED ORGANIZATIONS 4250 4250 1249238 18009 18009 1231229 11250 11250 1242479 1106514 0 1106514 11250 11250 1117764 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 LOCAL 98'S WEBSITE. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE (D) NO CONTRIBUTIONS ARE SOLICITED X 0 0 0 0 0 0 0 0 0 KARA RICHOTTE FUND ADMINISTRATOR 0 124417 0 541 0 0 0 50876 0 28870 0 204704 0 0 NICHOLAS GIROLAMO TRAIN. DIRECTOR 104417 0 541 0 8738 0 50876 0 28870 0 193442 0 0 0 FORM 990, SCHEDULE J, SUPPLEMENTAL INFORMATION KARA RICHOTTE RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THE RELATED PENSION, ANNUITY, COOPERATIVE TRUST, TRAINING AND WELFARE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE TRAINING FUND'S PORTION OF THESE EXPENSES IS 13% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. 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 WHO WORKS FULL TIME FOR THE ORGANIZATION. 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 PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY SHALL BE PERFORMED. ANNUAL AFFIRMATIONS ARE OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST. IUOE LOCAL 98 HEALTH & WELFARE FUND PO BOX 1290 SOUTHWICK MA 01077 042123707 PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTIC. MA 501(C)(9) N/A N/A 0 IUOE LOCAL 98 ANNUITY FUND PO BOX 1290 SOUTHWICK MA 01077 043030313 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A N/A 0 IUOE LOCAL 98 PENSION FUND PO BOX 1290 SOUTHWICK MA 01077 046127765 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A N/A 0 IUOE LOCAL 98 EMPLOYERS COOP TR PO BOX 1290 SOUTHWICK MA 01077 043432489 TO IMPROVE LABOR MGMT RELATIONS, SECURE EMPLOYMENT MA 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 IUOE LOCAL 98 HEALTH & WELFARE FUND P 119000 AMOUNT PAID