2025-10-20T06:54:40-05:00 2025-03-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-04-01 160905061 UPSTATE NEW YORK ENGINEERS SUB FUND UPST 3154921796 101 INTREPID LA PO BOX 100 COLVIN SYRACUSE NY 132050100 WILLIAN J FEKETE UNION TRUSTEE 3154921796 2025-10-20 1 1 CAROL WESTFALL P00539069 6312734778 2024 2025-03-06 01:10:19Z DEBORAH SPAULDING 101 INTREPID LA PO BOX 100 COLVIN SYRACUSE NY 132050100 2086429 0 X N/A X 1964 NY PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS. 2 2 0 0 0 0 0 0 1613725 1834957 75617 147102 8053 3700 1697395 1985759 0 0 896249 860555 0 0 0 0 0 143586 152032 1039835 1012587 657560 973172 2369788 3388058 195449 230132 2174339 3157926 PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 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 2 0 1 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DEBORAH SPAULDING 3154921796 101 INTREPID LANE SYRACUSE NY 132050100 WILLIAM FEKETE UNION TRUSTEE 1.00 0.00 X 0 0 0 NICKOLAUS OSINSKI EMPLOYER TRUSTEE 1.00 0.00 X 0 0 0 DEBORAH SPAULDING FUND ADMINISTRATOR 2.00 33.00 X 0 181723 47682 0 181723 47682 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 237310 1834957 1834957 1834957 119083 119083 128689 100670 28019 28019 28019 DELINQ CONTRIB INC/FEE 237310 3700 3700 3700 1985759 1838657 0 147102 860555 11752 25750 12146 8428 9381 7662 2016 9251 REIMB PR/PR TAXES/BEN 65646 1012587 57131 55766 126000 200928 2156955 3109486 29702 21878 2369788 3388058 29197 42214 166252 187918 195449 230132 X 0 0 0 0 2174339 3157926 2174339 3157926 2369788 3388058 973172 10415 0 X 0 1 X 1 0 0 CLAIMS PAYABLE & CLAIMS IBNR 179000 NET TRADES PENDING SETTLEMENT 8918 187918 1984028 10415 10415 1973613 12146 12146 1985759 981441 0 981441 12146 19000 31146 1012587 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE & IBNR 19,000. X 0 0 0 DEBORAH SPAULDING FUND ADMINISTRATOR 0 181723 0 0 0 0 0 29473 0 18209 0 229405 0 0 PART I, LINE 3 DEBORAH SPAULDING RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND RELATED PENSION AND HEALTH FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY, BASED ON THE ALLOCATION PERCENTAGES IN THE CURRENT EXPENSE STUDY. THE ENTITY'S PORTION OF THE EXPENSES WAS 5% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II - LINE(II) 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 THE ORGANIZATION IS AN EMPLOYEE BENEFIT FUND COVERED BY ERISA. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND REPORT THEM AS THEY OCCUR. IN ADDITION, THE FUND'S CONFLICT OF INTEREST POLICY REQUIRES FUND EMPLOYEES TO FULLY AND PROMPTLY DISCLOSE ANY FINANCIAL OR PERSONAL INTEREST THEY HAVE WITH OTHER PARTIES THAT DEAL WITH THE FUND, IN WRITING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'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 PENSION FUND 101 INTREPID LANE SYRACUSE NY 132050100 150614642 RETIREMENT BENEFITS TO PARTICIPANTS & BENEFIC. NY 501(A) N/A N/A 0 UPSTATE NY ENGINEERS HEALTH FUND 101 INTREPID LANE SYRACUSE NY 132050100 150582931 WELFARE BENEFITS TO PARTICIPANTS & DEPENDENTS NY 501(C)9 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0