2025-06-25T11:01:52-05:00 2024-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-01-01 042123707 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 98 HEALTH & WELFARE FUND INTE 4139983230 PO BOX 1290 SOUTHWICK MA 010771290 KARA RICHOTTE FUND ADMINISTRATOR 4139983230 2025-06-25 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z KARA A RICHOTTE PO BOX 1290 SOUTHWICK MA 010771290 16913598 0 X WWW.IUOELOCAL98.ORG X 1959 MA TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 3 5 0 0 0 0 0 16285580 16371873 383061 541725 0 0 16668641 16913598 0 0 14272965 14615415 645775 682318 0 0 0 -6283 -11847 14912457 15285886 1756184 1627712 20103623 21914140 434167 324647 19669456 21589493 TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 8 0 1 5 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KARA RICHOTTE ADMINISTRATOR 4139983230 PO BOX 1290 SOUTHWICK MA 010771290 WILLIAM D FAY UNION TRUSTEE/CHAIRMAN - THRU 9/24 1.00 39.00 X 0 125219 79443 DAVID KAZIMIERCZAK UNION TRUSTEE 1.00 39.00 X 0 105155 79443 DARRIN AUGER UNION TRUSTEE 1.00 39.00 X 0 105521 79443 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 DANIEL PRATS UNION TRUSTEE - EFF 9/24 1.00 39.00 X 0 89151 67449 KARA RICHOTTE FUND ADMINISTRATOR 13.00 27.00 X 124958 0 79745 124958 425046 385523 1 0 1 0 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BOULEVARD HAUPPAUGE NY 117883740 ACCOUNTING/AUDITING 257673 1 EMPLOYERS' CONTRIB. 237310 16277269 16277269 PARTCIPANTS' CONTRIB. 237310 94604 94604 16371873 541725 541725 16913598 16371873 0 541725 14615415 205244 203755 137700 86596 49023 63316 257673 24800 92000 42865 103521 54768 16630 3418 48496 REIMB OF COLLECTION EXP -122334 REIMB FROM REL. ORG. -597000 15285886 5922980 5084735 1668501 1519094 1253158 1271987 64900 32962 14366 31938 11244618 14006386 20103623 21914140 414167 301647 20000 23000 434167 324647 X 0 0 0 0 19669456 21589493 19669456 21589493 20103623 21914140 1627712 292325 0 X 0 1 X 1 0 64900 32962 31938 31938 CLAIMS PAYABLE AND IBNR 23000 23000 17181123 292325 292325 16888798 24800 24800 16913598 15258086 0 15258086 24800 3000 27800 15285886 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR 3,000. X 0 0 0 KARA RICHOTTE FUND ADMINISTRATOR 124417 0 541 0 0 0 50875 0 28870 0 204703 0 0 0 WILLIAM D FAY UNION TRUSTEE/CHAIRMAN - THRU 9/24 0 120085 0 642 0 4492 0 50406 0 29037 0 204662 0 0 DARRIN AUGER UNION TRUSTEE 0 101163 0 578 0 3780 0 50406 0 29037 0 184964 0 0 DAVID KAZIMIERCZAK UNION TRUSTEE 0 101274 0 655 0 3226 0 50406 0 29037 0 184598 0 0 DANIEL PRATS UNION TRUSTEE - EFF 9/24 0 85920 0 616 0 2615 0 42879 0 24570 0 156600 0 0 FORM 990, SCHEDULE J SUPPLEMENTAL EXPLANATION: 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 WELFARE FUND'S PORTION OF THESE EXPENSES IS 41% 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 ARE BEING 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 ANNUITY FUND PO BOX 1290 SOUTHWICK MA 010771290 043030313 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A N/A 0 IUOE LOCAL 98 PENSION FUND PO BOX 1290 SOUTHWICK MA 010771290 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 010771290 043432489 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT MA 501(C)(5) N/A N/A 0 LOCAL 98 ENG JT TR RETRAINING AP & TR FD PO BOX 1290 SOUTHWICK MA 010771290 042509496 PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION MA 501(C)(3) LINE_2_SCHOOL_DESCRI N/A 0 IUOE LOCAL 98 PO BOX 1290 SOUTHWICK MA 010771290 041673765 LABOR UNION MA 501(C)5 N/A N/A 0 TOWN OF SPRINGFIELD 96 MAIN STREET SPRINGFIELD VT 05156 036002884 MUNICIPAL GOVERNMENT VT N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FORM 990, SCHEDULE R, PART II AND IV CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. THE FILING ORGANIZATION IS NOT REQUIRED TO LIST THE COMPENSATION FOR THESE TRUSTEES BECAUSE THE RELATED ORGANIZATION (I) WAS "FOR PROFIT", (II) WAS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THE FILING ORGANIZATION OR ONE OR MORE RELATED TAX EXEMPT ORGANIZATIONS, AND (III) DID NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FILING ORGANIZATIONS. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM IUOE LOCAL 98 (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THE ORGANIZATION AT THE TIME OF THIS FILING. 2024 FORM 990, SCHEDULE R ATTACHMENT - RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST NAME A. MARTINS & SONS CONSTRUCTION A.J. VIRGILIO CONTR., INC. ACCESS LIMITED CONSTRUCTION AIRCO POWER SERVICES INC ALGAR CONSTRUCTION CORP AMERICAN ENVIRONMENTAL, INC ASTRO CRANE SERVICES ATLANTIC COAST DISMANTLING, LLC AZTEC ENERGY INC B & F PAVING & CONSTRUCTION BADGER DAYLIGHTING CORP BALTAZAR CONTRACTORS, INC. BARNHART NORTHEAST BAY CRANE NORTHEAST, LLC BAY CRANE SERVICE OF CT BAYSTATE BLASTING, INC. BERKSHIRE CONCRETE CORP. BLUROC, LLC BOND CIVIL & UTILITY CONSTRUCTION,INC BONDED CONCRETE INC BORGES CONSTRUCTION CO. INC. BORGGAARD CONSTRUCTION CORP. BRANDENBURG INDUSTRIAL SERVICE CO BRIGHTVIEW LANDSCAPE DEVELOPEMNT BROOKS CONSTRUCTION LLC BUCKEYE PIPE LINE SERVICES CO BURT CRANE & RIGGING C & A CONSTRUCTION CO., INC. C & G SURFACING SPECIALISTS C.J. SHAUGHNESSY CRANE SERVICE, INC CAPASSO ENTERPRISES INC. CARACAS CONSTRUCTION CORP CENTRAL LANDSCAPE CONSTRUCTION CENTRAL MASS CRANE SERVICE CHARTER OAK UTILITY CONSTRUCT CIP CONCRETE, INC CN WOOD CO, INC CONSTRUCTION DRILLING, INC. CONSTRUCTION SERVICE CSL, INC D. CONDRON CONSTRUCTION, INC. D.A. COLLINS CO., INC. D.W. WHITE CONSTRUCTION, INC DANIEL O'CONNELL'S SONS, INC. DAVID G. ROACH & SON, INC. DAVID J TIERNEY JR., INC. DEFELICE, INC. DELTA SAND AND GRAVEL, INC. DELUCCA FENCE CO. INC. DEMAG RIGGERS & CRANE SERVICE DETOUR CONSTRUCTION, LLC EDI LANDSCAPE, LLC ENERGY MAT ALLIANCE, LLC ET&L CORP. EUROVIA ATLANTIC COAST LLC F C CONSTRUCTION CORP FAY & WRIGHT EXCAVATING, INC FILLION'S LANDSCAPING, INC. FLACH CRANE & RIGGING CO., INC GAGLIARDUCCI CONST., INC. GARRITY ASPHALT RECLAMATION GEG CONSTRUCTION GEORGE R. CAIRNS & SONS, INC. GOMES CONSTRUCTION CO. INC. GUARDRAIL SOLUTIONS, LLC HALUCH WATER CONTRACTING, INC. HIGHLINE RIGGERS, LLC HM NUNES & SONS INC HUB FOUNDATION CO., INC. INFRASOURCE, LLC J.D. RIVET & CO., INC. J.H. LYNCH & SONS, INC. JACK GONCALVES & SONS INC. JF BRENNAN COMPANY, INC JF WHITE CONTRACTING CO. JH MAXYMILLIAN, INC. JOHN S. LANE & SONS, INC JR VINAGRO MANUFACTURING KARLS EXCAVATING INC. KELLER NORTH AMERICA, INC KENNEBEC CRANE CORP. KINETIC DEMOLITION & ENGINEERING LLC L.M. SESSLER EXCAVATING & WRECKING LANE CONSTRUCTION CORP. LUDLOW CONSTRUCTION CO., INC. M.E. SMITH, INC MANAFORT BROTHERS, INC. MANAFORT TRANSIT, LLC MARGUERITE CONCRETE INC MAROIS BROTHERS, INC. MARR EQUIPMENT CORP. MASS-WEST CONSTRUCTION INC. MAZZOTTA EQUIPMENT SERVICES, INC MCVAC ENVIRONMENTAL MICHELS CONSTRUCTION, INC MICHELS UTILITY SERVICES, INC MIG CORPORATION MMC SPECIALTY ROOFING, INC MONTANA OPERATING ENGINEERS-LOCAL 400 MOOSEHEAD HARVESTING, INC. MOOSEHEAD, LLC MORAIS CONCRETE SERVICE INC. MORROW EQUIPMENT COMPANY, LLC MTJ LANDSCAPES NATIONAL SHORING, LLC NEWPORT CONSTRUCTION CORPORATION NORTHEAST CONTRACTORS, INC. NORTHERN GENERAL CONTR., INC. NORTHERN LAND CLEARING, LLC NORWALK MARINE CONTRACTORS, INC ONDRICK PORTABLE CRUSHING & PAVING OPERATING ENGINEERS H&W TRUST FUND OTIS MINNESOTA SERVICES, LLC P GIOIOSO & SONS, INC. PALMER PAVING - BARRE PETRICCA CONSTRUCTION CO. INC. PHOENIX FOUNDATION COMPANY PLC TRENCHING CO., LLC PRECAST SERVICES, INC QP EQUIPMENT, LLC R.M. PACELLA INC RAILWORKS TRACK SERVICES, LLC RIFENBURG CONTRACTING CORP. ROADSAFE TRAFFIC SYSTEMS, INC S & F CONCRETE CONTRACTORS CORP S&R CORPORATION SELECT DEMO SERVICES, LLC SOUTHERN OPERATORS HEALTH FUND SPIRTAS WORLDWIDE, LLC SUNBELT RENTALS, INC - NH SUPREME INDUSTRIES, INC. T&M EQUIPMENT CORP. TENNESSEE VALLEY OPERATING ENG TITAN CIVIL, LLC TITAN ROOFING, INC. TREW STONE, LLC TRIMAK BUILDING SYSTEMS, INC TYLER EQUIPMENT CORP. UNITED CIVIL, INC UNITED RENTALS - BURLINGTON VARANDAS & SONS CONSTRUCTION WALDO CONSTRUCTION LLC WALSH CONSTRUCTION CO WARNER BROTHERS, LLC WATERMAN EXCAVATING INC. WM J KELLER CONST CORP YANKEE DRILLING CO., INC.