2026-08-25T13:39:11-05:00 2025-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2025-01-01 223050907 INT'L ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 26 WELFARE PLAN INTL 5853231620 4348 CULVER ROAD 3 ROCHESTER NY 14622 MATTHEW HUGHES FUND MANAGER 5853231620 2026-08-25 1 DAWN MINEMIER P01339753 5853811000 2025 2025-03-06 01:10:19Z MATTHEW HUGHES 4348 CULVER ROAD ROCHESTER NY 14622 1562458 0 X N/A X 1953 NY TO PROVIDE MEDICAL AND OTHER WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF CONTRIBUTING EMPLOYERS OF LOCAL UNION NO. 26. 6 6 0 0 0 0 0 0 981113 921312 71425 103018 4597 141 1057135 1024471 0 0 676550 710640 0 0 0 0 0 120467 118384 797017 829024 260118 195447 3684423 3946189 31615 0 3652808 3946189 TO PROVIDE MEDICAL AND OTHER WELFARE BENEFIS TO ELIGIBLE EMPLOYEES OF CONTRIBUTING EMPLOYERS OF LOCAL UNION NO. 26. 0 0 PLAN PROVIDES WELFARE BENEFITS (HEALTH, VISION, LIFE INSURANCE, LONG AND SHORT-TERM DISABILITY) TO ELIGIBLE EMPLOYEES OF CONTRIBUTING EMPLOYERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 6 6 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X MATTHEW HUGHES 5853232110 4348 CULVER ROAD SUITE 3 ROCHESTER NY 14622 MURRY E HOPPER TRUSTEE 0.50 X 0 0 0 LEE D JUBY TRUSTEE 0.50 X 0 0 0 KEVIN S COAST TRUSTEE 0.50 X 0 0 0 ALEXANDER M HENRY TRUSTEE 0.50 X 0 0 0 RICHARD MULLEN TRUSTEE 0.50 X 0 0 0 BRIAN URQUHART TRUSTEE 0.50 X 0 0 0 MATTHEW HUGHES FUND MANAGER 5.00 X 0 40610 35816 0 40610 35816 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 778602 778602 MEMBER CONTRIBUTIONS 900099 139912 139912 RECIPROCAL CONTRIBUTIO 900099 2798 2798 921312 98357 98357 542648 537987 4661 4661 4661 MISCELLANEOUS INCOME 900099 141 141 141 1024471 921453 0 103018 710640 9270 14880 7800 695 7608 ADMINISTRATION FEE 78131 829024 1219447 1281325 173294 79215 132874 148985 5714 2153094 2431903 0 4761 3684423 3946189 31615 31615 0 X 0 0 0 0 3652808 3946189 3652808 3946189 3684423 3946189 195447 97934 0 X X 0 1 X 1 0 0 X 1114605 97934 97934 1016671 7800 7800 1024471 821224 0 821224 7800 7800 829024 PART X, LINE 2: FOR EMPLOYEE BENEFIT PLANS, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX EXEMPT-STATUS. THE PLAN FILES THE ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN (FORM 5500) AND RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IN THE U.S. FEDERAL JURISDICTION. PART XII, LINE 4B - OTHER ADJUSTMENTS: \ FORM 990, PART VI, SECTION A, LINE 6 ALL CURRENT MEMBERS OF THE UNION ARE MEMBERS OF THE PLAN. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY BOARD OF TRUSTEES AND SIGNATURES ARE OBTAINED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS IN GOOD STANDING UPON REQUEST. EXCEPT FOR FORM 990, THESE ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, SECTION A, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, REVIEW OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS LOCAL 26 PENSION PLAN 4348 CULVER RD ROCHESTER NY 14622 166028820 PENSION BENEFITS NY 501(C)18 NO NO 0 INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS LOCAL 26 ANNUITY FUND 4348 CULVER RD ROCHESTER NY 14622 161339808 ANNUITY BENEFITS NY 501(C)18 NO NO 0 INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS LOCAL 26 APPRENTICE FD 4348 CULVER RD ROCHESTER NY 14622 201365338 EDUCATION BENEFITS NY 501(C)3 SCHOOL NO 0 COLDWATER INSULATION INC GRIFFIN INSULATION INC LJ INSULATION SERVICES INC STAR INSULATION INC ALLIED POWER SERVICES LLC I-STAR ENERGY SOLUTIONS LLC OCM CONSTRUCTION INC KIM INDUSTRIES INC INTL ASSOC OF HEAT & FROST INSULATORS LOCAL NO 26 ALTANTIC CONTRACTING & SPECIALITIES LLC DAY & ZIMMERMAN M&M INSULATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS LOCAL 26 PENSION PLAN O 47017 APPROVED COST SHARE BUDGET INT'L ASSOC OF HEAT & FROST INSUL & ALLIED WORKERS LOCAL 26 PENSION PLAN P 31114 APPROVED COST SHARE BUDGET