Civic Intelligence

United Welfare Fund of Amalamated Local Union 355

990 • Fiscal year 2016 • EIN 11-1823976

May 01, 2015 to Apr 30, 2016 • Filed on Mar 13, 2017

138-50 Queens BlvdBriarwood, NY 11435

(718) 658-4848

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

35th percentile

1.0%

Higher net margin than 35% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

25th percentile

$366,664

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2016 filings • $250M-$1B nonprofits • Source year 2016

Asset Growth

34th percentile

0.2%

Faster asset growth than 34% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-1.8%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Up

$513,889,710

Up $1,169,103 (+0.2%) from 2015

Net Assets

Up

$511,627,973

Up $1,317,652 (+0.3%) from 2015

Liabilities

Down

$2,261,737

Down $148,549 (-6.2%) from 2015

Revenue

Down

$173,156,714

Down $3,196,325 (-1.8%) from 2015

Expenses

Up

$171,380,124

Up $15,014,312 (+9.6%) from 2015

Net Income

Down

$1,776,590

Down $18,210,637 (-91%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $480,759,041Liabilities 2010: $3,076,648Net Assets 2010: $477,682,3932010Assets 2011: $487,638,177Liabilities 2011: $2,590,493Net Assets 2011: $485,047,6842011Assets 2012: $494,834,349Liabilities 2012: $1,851,219Net Assets 2012: $492,983,1302012Assets 2013: $493,063,126Liabilities 2013: $663,971Net Assets 2013: $492,399,1552013Assets 2014: $490,749,248Liabilities 2014: $1,473,054Net Assets 2014: $489,276,1942014Assets 2015: $512,720,607Liabilities 2015: $2,410,286Net Assets 2015: $510,310,3212015Assets 2016: $513,889,710Liabilities 2016: $2,261,737Net Assets 2016: $511,627,9732016Assets 2017: $518,205,048Liabilities 2017: $2,366,949Net Assets 2017: $515,838,0992017Assets 2018: $518,010,672Liabilities 2018: $2,346,172Net Assets 2018: $515,664,5002018Assets 2019: $536,913,753Liabilities 2019: $2,231,890Net Assets 2019: $534,681,8632019Assets 2020: $566,453,119Liabilities 2020: $1,923,898Net Assets 2020: $564,529,2212020Assets 2021: $587,072,303Liabilities 2021: $3,819,652Net Assets 2021: $583,252,6512021Assets 2022: $539,950,213Liabilities 2022: $3,629,930Net Assets 2022: $536,320,2832022Assets 2023: $534,072,115Liabilities 2023: $10,916,169Net Assets 2023: $523,155,9462023Assets 2024: $549,647,736Liabilities 2024: $10,537,931Net Assets 2024: $539,109,8052024Assets 2025: $562,609,849Liabilities 2025: $8,660,048Net Assets 2025: $553,949,8012025

Highlighted filing

2016

Assets$513,889,710
Liabilities$2,261,737
Net Assets$511,627,973

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2010: $159,990,6682010Expenses 2011: $166,859,1072011Expenses 2012: $165,867,2962012Revenue 2013: $170,733,921Expenses 2013: $162,805,615Net Income 2013: $7,928,3062013Revenue 2014: $165,891,155Expenses 2014: $158,975,225Net Income 2014: $6,915,9302014Revenue 2015: $176,353,039Expenses 2015: $156,365,812Net Income 2015: $19,987,2272015Revenue 2016: $173,156,714Expenses 2016: $171,380,124Net Income 2016: $1,776,5902016Revenue 2017: $178,264,270Expenses 2017: $168,045,238Net Income 2017: $10,219,0322017Revenue 2018: $185,080,182Expenses 2018: $174,909,664Net Income 2018: $10,170,5182018Revenue 2019: $192,777,975Expenses 2019: $180,384,150Net Income 2019: $12,393,8252019Revenue 2020: $184,894,188Expenses 2020: $170,878,197Net Income 2020: $14,015,9912020Revenue 2021: $196,426,928Expenses 2021: $171,703,371Net Income 2021: $24,723,5572021Revenue 2022: $188,463,045Expenses 2022: $207,452,512Net Income 2022: -$18,989,4672022Revenue 2023: $211,235,056Expenses 2023: $218,896,683Net Income 2023: -$7,661,6272023Revenue 2024: $224,519,776Expenses 2024: $203,481,537Net Income 2024: $21,038,2392024Revenue 2025: $200,904,387Expenses 2025: $212,382,805Net Income 2025: -$11,478,4182025

Highlighted filing

2016

Revenue$173,156,714
Expenses$171,380,124
Net Income$1,776,590
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Mar 13, 2017
Return Version
2015v3.0
Gross Receipts
$390,059,118
Mission and Program Overview

Mission

To provide health, security, death and other supplemental welfare benefits to eligible participants and their beneficiaries.

To provide heatlh, security, death and other supplemental welfare benefits to eligible participants and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$510,310,321$511,627,973▲ $1,317,652
Investments in Publicly Traded Securities$496,727,376$496,315,283▼ $412,093
Savings and Temporary Cash Investments$4,211,852$9,045,897▲ $4,834,045
Accounts Receivable$4,701,619$5,209,312▲ $507,693
Cash and Non-Interest-Bearing Accounts$3,665,064--
Investments Other Securities$2,200,000$2,200,000→ $0
Land, Buildings, and Equipment, Net$323,138$239,498▼ $83,640
Prepaid Expenses and Deferred Charges$13,468$50,456▲ $36,988
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$512,720,607$513,889,710▲ $1,169,103
Other Assets Total$878,090$829,264▼ $48,826
Liabilities
Deferred Revenue$1,584,985$1,504,491▼ $80,494
Other Liabilities$523,109$416,839▼ $106,270
Accounts Payable and Accrued Expenses$302,192$340,407▲ $38,215
Total Liabilities$2,410,286$2,261,737▼ $148,549
Net Assets / Fund Balance
Total Net Assets Fund Balance$510,310,321$511,627,973▲ $1,317,652
Total Liabilities and Net Assets / Fund Balance$512,720,607$513,889,710▲ $1,169,103

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$93,471$456,525$549,996
Leasehold Improvements$146,027$302,544$448,571
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven Elliott JrCIOFT$263,566$103,098$366,664
Joseph M PecoraWelfare Fund Admin.FT$258,418$96,541$354,959
SAM MAtTHEWSItFT$183,611$64,249$247,860
MATtHEW T POWERItFT$190,662$57,081$247,743
Steven Elliott SrBusiness Mgr.FT$223,028$19,558$242,586
Geraldine DorseyMem Serv Dept HdFT$132,404$39,876$172,280

Board Members and Trustees

NameTitle
Agostino VonaEmployer Trustee
Carl CurcioEmployer Trustee
Carol BarkinEmployer Trustee
Donald BarkinEmployer Trustee
Jay GeorgeEmployer Trustee
Larry AmatulliEmployer Trustee
Marc ZergebelEmployer Trustee
Steven BarnaEmployer Trustee
Charles ShimkusUnion Trustee
James ScagnelliUnion Trustee
Jonathan S AmesUnion Trustee
Kevin BarryUnion Trustee
Lori AmesUnion Trustee
Peter Devito JrUnion Trustee
Sean CullinanUnion Trustee
Troy AndersonUnion Trustee
Edward Byrne SrSecurity Fund Admin. Thru 4/30/16

Highest Paid Contractors

ContractorServicesLocationCompensation
Oxford Health Insurance INCMedical Claims AdministratorONE PENN PLAZA - 8TH FLOOR, New York, NY 10119$5,253,645
4d PharmacyPrescriptions Claims Administrator2520 INDUSTRIAL ROW DRIVE, Troy, MI 48084$646,684
Richard Greenspan PCLegal Counsel220 HEATHERDELL ROAD, Ardsley, NY 10502$551,332
Leading Edge AdministratorsContract Administrator14 WALL STREET - STE 5B, New York, NY 10005$330,000
BLACKROCkINVESTMENT Mgmt1 UNIVERSITY SQUARE DRIVE, Princeton, NJ 08540$260,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$165,477,594
Investment Income
$7,689,070
Other Revenue
$-9,950
Change in Net Assets
$1,776,590

Audited Revenue Reconciliation

Revenue per Audited Statements
$172,834,706
Revenue Not Reported on Financial Statements
$322,008
Revenue Not Reported on Form 990
$-458,938
Total Revenue per Audited Statements
$172,375,768
Total Revenue per Form 990
$173,156,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,788,807
Salaries, Compensation, and Employee Benefits$3,396,858
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$157,194,459
Other Salaries and Wages---$2,102,842
Occupancy---$931,822
Other Employee Benefits---$702,655
Fees for Services Legal---$628,391
Current Officers, Directors, Trustees, and Key Employees---$350,176
Fees for Services Management---$330,000
Fees for Service Investment Mgmnt Fees---$322,008
Insurance---$232,695
Office Expenses---$227,823
Fees for Services Other---$162,196
Payroll Taxes---$153,594
Information Technology---$132,710
Fees for Services Accounting---$99,000
Pension Plan Contributions---$87,591
Depreciation Depletion---$83,640
Travel---$80,836
Other Expenses---$40,119
Conferences and Meetings---$29,647
Total Functional Expenses$0$0$0$171,380,124

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$171,380,124
Expenses per Audited Statements$171,058,116
Total Expenses per Audited Statements$171,058,116
Expenses Not Reported on Financial Statements$322,008
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
steven r elliott jrfamily memberemploymentNo$366,664
steven r elliott srfamily memberemploymentNo$242,586
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organizations$416,839
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Carol barkin and donald barkin - family relationship jonathan ames and lori ames- family relationship

Form 990, Part VI, Section B, line 11

A draft of the form 990 was prepared by the outside accounting firm with assistance from fund personnel and legal counsel and presented to the controller for initial review. The controller then circulated a copy of the draft form 990 to the fund administrator, fund's trustees, officers and legal counsel. After further review and completion of any open items, the final document was circulated to all of the officers and trustees. Who, after their own review, were canvassed for approval for acceptance and authorization to file the form 990 before its due date.

Form 990, Part VI, Section B, line 12C

The trustees of the fund at their regular meetings take up the business of the organization which may include instances where a conflict of interest may have occured or is subject of discussion. If a conflict of interest is presented, the trustees take appropriate action with any conflicted member abstaining from participation in the discussion and vote. All trustees, officers and employees are covered by conflict of interest policy.

Form 990, Part VI, Section C, line 19

The fund's governing documents, conflict of interest policy and financial statements are available to all members upon request. Documents are made available to the public to the extent required by law.

FORM 990, PART VII - COLUMN (B) AVG HOURS:

Hours recorded are an estimate of average hours worked per week amongst the tax exempt organizations that the individual holds positions in, where work is assigned as a required component of the person's primary employment. As allocated, work time is devoted to provide necessary support and services needed by the respective organizations' programs.

Filing and Contact Details

Filer

Filer Name
United Welfare Fund
EIN
11-1823976
Phone
7186584848
Address
138-50 Queens Blvd, Briarwood, NY 11435

Signing Officer

Name
Joseph M Pecora
Title
WELFARE admin
Phone
7186584848
Signed
2017-03-13

Organization Details

Principal Officer
Joseph M Pecora
Formed
1956
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
20
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
ONE PRESIDENTIAL BLVD SUITE 330, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Plan (and its related trust) are intended to be exempt from Federal income tax under the provisions of Section 501(c)(5) of the Internal Revenue Code (IRC), as amended and has obtained a favorable determination letter from the Internal Revenue Service (IRS) dated February 1986. The Plan has been amended since receiving the determination letter. However, the Plan's Trustees and the Plan's counsel believe that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. The Plan's management evaluates tax positions taken by the Plan and recognizes a tax liability or asset if an uncertain tax position was taken and it is more likely than not that the tax position would not be sustained upon examination by taxing authorities. The Plan is subject to routine audits by taxing jurisdictions.

Raw XML AppendixShowing 400 of 616 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0302192
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0340407
IRS990/AccountsReceivableGrp/BOYAmt04701619
IRS990/AccountsReceivableGrp/EOYAmt05209312
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEATLH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0157194459
IRS990/BooksInCareOfDetail/PersonNm0JOSEPH M PECORA WELFARE ADMIN
IRS990/BooksInCareOfDetail/PhoneNum07186584848
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0138-50 Queens Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0briarwood
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011435
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt03665064
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt07
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0350176
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt029647
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt05253645
IRS990/ContractorCompensationGrp/CompensationAmt1646684
IRS990/ContractorCompensationGrp/CompensationAmt2551332
IRS990/ContractorCompensationGrp/CompensationAmt3330000
IRS990/ContractorCompensationGrp/CompensationAmt4260000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0ONE PENN PLAZA - 8TH FLOOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12520 INDUSTRIAL ROW DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2220 HEATHERDELL ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt314 WALL STREET - STE 5B
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41 UNIVERSITY SQUARE DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TROY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ARDSLEY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3NEW YORK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4PRINCETON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NJ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd010119
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd148084
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd210502
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd310005
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd408540
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0OXFORD HEALTH INSURANCE INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt14D PHARMACY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2RICHARD GREENSPAN PC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3LEADING EDGE ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4BLACKROCk
IRS990/ContractorCompensationGrp/ServicesDesc0MEDICAL CLAIMS ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1PRESCRIPTIONS CLAIMS ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc2LEGAL COUNSEL
IRS990/ContractorCompensationGrp/ServicesDesc3CONTRACT ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc4INVESTMENT Mgmt
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0157194459
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07689070
IRS990/CYOtherExpensesAmt010788807
IRS990/CYOtherRevenueAmt0-9950
IRS990/CYProgramServiceRevenueAmt0165477594
IRS990/CYRevenuesLessExpensesAmt01776590
IRS990/CYSalariesCompEmpBnftPaidAmt03396858
IRS990/CYTotalExpensesAmt0171380124
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0173156714
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01584985
IRS990/DeferredRevenueGrp/EOYAmt01504491
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt083640
IRS990/Desc0TO PROVIDE HEATLH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt099000
IRS990/FeesForServicesLegalGrp/TotalAmt0628391
IRS990/FeesForServicesManagementGrp/TotalAmt0330000
IRS990/FeesForServicesOtherGrp/TotalAmt0162196
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0322008
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt070.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt265.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt365.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt465.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt565.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt665.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt765.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1410.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1665.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1765.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1865.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1980.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1679356
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1884003
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt196691
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2050495
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2149581
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2234876
IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN S AMES
IRS990/Form990PartVIISectionAGrp/PersonNm1LORI AMES
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER DEVITO JR
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES SHIMKUS
IRS990/Form990PartVIISectionAGrp/PersonNm4TROY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES SCAGNELLI
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm7SEAN CULLINAN
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD BARKIN
IRS990/Form990PartVIISectionAGrp/PersonNm9LARRY AMATULLI
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVEN BARNA
IRS990/Form990PartVIISectionAGrp/PersonNm11JAY GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm12AGOSTINO VONA
IRS990/Form990PartVIISectionAGrp/PersonNm13MARC ZERGEBEL
IRS990/Form990PartVIISectionAGrp/PersonNm14CARL CURCIO
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL BARKIN
IRS990/Form990PartVIISectionAGrp/PersonNm16JOSEPH M PECORA
IRS990/Form990PartVIISectionAGrp/PersonNm17EDWARD BYRNE SR
IRS990/Form990PartVIISectionAGrp/PersonNm18STEVEN ELLIOTT JR
IRS990/Form990PartVIISectionAGrp/PersonNm19STEVEN ELLIOTT SR
IRS990/Form990PartVIISectionAGrp/PersonNm20SAM MAtTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm21MATtHEW T POWER
IRS990/Form990PartVIISectionAGrp/PersonNm22GERALDINE DORSEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16275603
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18282661
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19235895
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20197365
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21198162
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22137404
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16WELFARE FUND ADMIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECURITY FUND ADMIN. THRU 4/30/16
IRS990/Form990PartVIISectionAGrp/TitleTxt18CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt19BUSINESS MGR.
IRS990/Form990PartVIISectionAGrp/TitleTxt20IT
IRS990/Form990PartVIISectionAGrp/TitleTxt21IT
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEM SERV DEPT HD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2627113
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0214255386
IRS990/GrossReceiptsAmt0390059118
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0132710
IRS990/InsuranceGrp/TotalAmt0232695
IRS990/InvestmentIncomeGrp/ExclusionAmt010316183
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010316183
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02200000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02200000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0496727376
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0496315283
IRS990/IRPDocumentCnt06205
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0759069
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0323138
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0239498
IRS990/LandBldgEquipCostOrOtherBssAmt0998567
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0216882499
IRS990/LessRentalExpensesGrp/RealAmt019905
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEATLH, SECURITY, DEATH AND OTHER SUPPLEMENTAL WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0510310321
IRS990/NetAssetsOrFundBalancesEOYAmt0511627973
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2627113
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2627113
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-19905
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-19905
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-458938
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0931822
IRS990/OfficeExpensesGrp/TotalAmt0227823
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0878090
IRS990/OtherAssetsTotalGrp/EOYAmt0829264
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0702655
IRS990/OtherExpensesGrp/Desc0NET REIMB. EXPENSES
IRS990/OtherExpensesGrp/Desc1TRAINING AND EDUCATION
IRS990/OtherExpensesGrp/TotalAmt07487920
IRS990/OtherExpensesGrp/TotalAmt140119
IRS990/OtherLiabilitiesGrp/BOYAmt0523109
IRS990/OtherLiabilitiesGrp/EOYAmt0416839
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09955
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09955
IRS990/OtherRevenueTotalAmt09955
IRS990/OtherSalariesAndWagesGrp/TotalAmt02102842
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0153594
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt087591
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013468
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050456
IRS990/PrincipalOfficerNm0JOSEPH M PECORA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0164234488
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11243106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0164234488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11243106
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0142892797
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09623280
IRS990/PYOtherExpensesAmt010255881
IRS990/PYOtherRevenueAmt0-19686
IRS990/PYProgramServiceRevenueAmt0166749445
IRS990/PYRevenuesLessExpensesAmt019987227
IRS990/PYSalariesCompEmpBnftPaidAmt03217134
IRS990/PYTotalExpensesAmt0156365812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0176353039
IRS990/ReconcilationRevenueExpnssAmt01776590
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-19905
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0510310321
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0511627973
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04211852
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09045897
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt093471
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0456525
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0549996
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0322008

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$563$8.66$554$201$212$11.5
2024Detailed filing. Detailed filing data is available for this year.$550$10.5$539$225$203$21.0
2023Detailed filing. Detailed filing data is available for this year.$534$10.9$523$211$219$7.66
2022Detailed filing. Detailed filing data is available for this year.$540$3.63$536$188$207$19.0
2021Detailed filing. Detailed filing data is available for this year.$587$3.82$583$196$172$24.7
2020Detailed filing. Detailed filing data is available for this year.$566$1.92$565$185$171$14.0
2019Detailed filing. Detailed filing data is available for this year.$537$2.23$535$193$180$12.4
2018Detailed filing. Detailed filing data is available for this year.$518$2.35$516$185$175$10.2
2017Detailed filing. Detailed filing data is available for this year.$518$2.37$516$178$168$10.2
2016Detailed filing. Detailed filing data is available for this year.$514$2.26$512$173$171$1.78
2015Detailed filing. Detailed filing data is available for this year.$513$2.41$510$176$156$20.0
2014Detailed filing. Detailed filing data is available for this year.$491$1.47$489$166$159$6.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$493$0.66$492$171$163$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$495$1.85$493$166
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$488$2.59$485$167
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$481$3.08$478$160