2026-07-20T13:36:54-05:00 2025-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2025-01-01 826654758 OPERATING ENGINEERS LOCAL 137 LABOR MANAGEMENT COOPERATIVE TRUST OPER 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 9147621268 2026-07-20 1 VINCENT F PANETTIERI P00366812 6312734778 2025 2025-03-06 01:10:19Z ALBERT WASSELL 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 733265 0 X N/A X 2017 NY THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO COLLECTIVELY BARGAIN WITH THE UNION. 6 6 0 0 0 0 0 0 694396 727909 11441 5356 0 0 705837 733265 863709 828431 0 0 0 0 0 0 0 122978 122371 986687 950802 -280850 -217537 1320066 1132535 96817 126823 1223249 1005712 X THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO COLLECTIVELY BARGAIN WITH THE UNION. 0 0 THE PURPOSE OF THE TRUST IS TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY; PRESERVE, IDENTIFY AND EXPAND WORK OPPORTUNITIES; PROMOTE EFFICIENCY IN OPERATIONS AND THE ECONOMIC COMPETITIVENESS; PROMOTE THE ESTABLISHMENT AND MAINTENANCE OF QUALITY TRAINING PROGRAMS; ESTABLISH AND MAINTAIN MECHANISMS FOR MONITORING AND ENFORCING COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS, RULES, REGULATIONS AND STANDARDS; AND AWARD GRANTS TO ELIGIBLE EMPLOYERS WHO COLLECTIVELY BARGAIN WITH THE UNION. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 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 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ALBERT WASSELL 9147621268 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN UNION TRUSTEE 1.00 4.00 X X 0 0 0 JAMES SASSO UNION TRUSTEE 1.00 4.00 X X 0 0 0 MICHAEL MILLER UNION TRUSTEE 1.00 4.00 X X 0 0 0 JOHN COONEY EMP TRUSTEE 1.00 4.00 X X 0 0 0 RICHARD LOMBARDI EMP TRUSTEE 1.00 4.00 X X 0 0 0 MARK FANTE EMP TRUSTEE 1.00 4.00 X X 0 0 0 ALBERT WASSELL FUND MANAGER 2.00 38.00 X 0 158766 110744 0 158766 110744 0 0 1 0 0 EMPLOYERS' CONTRIBUTIO 237310 727909 727909 727909 5356 5356 733265 727909 0 5356 828431 406 23845 42000 5225 3106 4860 4822 803 REIMB PR, BEN & TAXES 37304 950802 1239501 1055535 80565 77000 1320066 1132535 96817 20000 106638 0 185 96817 126823 X 1223249 1005712 1223249 1005712 1320066 1132535 -217537 0 X 0 1 X 1 0 0 RELATED ORGANIZATIONS - NET 185 185 X 733265 0 733265 0 733265 950802 0 950802 0 950802 PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. IN A DETERMINATION LETTER DATED APRIL 15, 2020, THE INTERNAL REVENUE SERVICE RECOGNIZED THE TAX EXEMPT STATUS OF THE TRUST. THE TRUSTEES BELIEVE THAT THE TRUST, INCLUDING AMENDMENTS SUBSEQUENT TO THE IRS DETERMINATION, IS CURRENTLY DESIGNED AND OPERATING IN COMPLIANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE TRUST BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 "INCOME TAXES". 1 ARGENIO BROTHERS 2 ARGENIO DR NEW WINDSOR NY 12553 141497715 14771 0 TO SUCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY ELQ INDUSTRIES INC 567 FIFTH AVE NEW ROCHELLE NY 10801 131994798 71651 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY LAURA LI INDUSTRIES LLC PO BOX 195 PURCHASE NY 10577 473587941 74760 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY MONTESANO CONTRACTING INC 76 PLAIN AVENUE NEW ROCHELLE NY 10801 132808671 131894 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY MTS INFRASTRUCTURE LLC 135 LAFAYETTE AVE WHITE PLAINS NY 10603 822204499 77377 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY NICKY DIGGS EXCAVATIONDBA LAND-V-SCAPE 113 OLD ROUTE 6 CARMEL NY 10512 200645458 101274 0 TO SUCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY PALADINO CONCRETE CREATIONS CO 315 NO MAC QUESTEN PKWY MT VERNON NY 10550 200637234 80434 0 TO SUCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY SHAWN'S LAWN INC 1200 HIGH RIDGE RD STAMFORD CT 06905 061509463 75143 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY VS CONSTRUCTION CORPORATION 37 CROTON DAM ROAD OSSINING NY 10562 133026846 18176 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY NORTHBROOK CONTRACTING CORP 7 CORPORATE DRIVE PEEKSKILL NY 10566 133712282 38750 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY PALEEN CONSTRUCTION 293 NY-100 SOMERS NY 10589 132578660 18176 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY PETER J LANDI INC 13 BRADHURST AVE HAWTHORNE NY 10532 132577229 41665 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY SCAPE-TECH LANDSCAPE TECHNOLOGY INC 97 COMMERCE DRIVE CARMEL NY 10512 204340357 83295 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN THE CONSTRUCTION INDUSTRY PART I, LINE 2: GRANTS ARE AWARDED TO CONTRACTORS WHO BID ON VARIOUS PROJECTS. ONCE THE BID IS AWARDED, GRANTS WILL BE PAID OUT IN THE FORM OF CONTRIBUTIONS FOR ACTUAL HOURS WORKED. 0 0 0 ALBERT WASSELL FUND MANAGER 0 158766 0 0 0 0 0 66592 0 44152 0 269510 0 0 SCHEDULE J - SUPPLEMENTAL INFORMATION THE FUND ADMINISTRATOR RECEIVES COMPENSATION AND BENEFITS IN THEIR CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND OTHER RELATED ENTITIES. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE TRUST'S PORTION OF THESE EXPENSES IS 5% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND MANAGER WHO WORKS FOR THE TRUST. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A TRUSTEES MEETING AND WITH EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. THE WELF PLAN IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739714 PROVIDE HEALTH & OTHER BEN TO ELIG PARTIC. NY 501(C)9 N/A N/A 0 ANNUITY FUND IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 133204596 PROVIDE RETIREMENT BEN TO ELIG PARTIC. NY 501(A) N/A N/A 0 APPRENTICE FUND IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131968055 PROVIDE APP TRAIN, SKILL IMPRO & SAFE ED NY 501(C)3 2 N/A 0 THE PENS PLAN IUOE L 137 A B C R AFL-CIO 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131825849 PROVIDES RET BENEFITS TO ELIG PARTIC. NY 501(A) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0