Civic Intelligence

Steamfitters Industry Welfare Fund

EIN 13-1545680 • 501(c)5 • Long Island City, NY

View Organization Page

Profile

The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund.

27-08 40th Avenue 2nd floorLong Island City, NY 11101-3725

www.steamfitters.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.05x

Higher debt load relative to assets than 32% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.05x

Higher debt load relative to revenue than 21% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

10th percentile

-23%

Higher net margin than 10% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$505,495

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$78,688,518

Down $13,038,330 (-14%) from 2023

Liabilities

Up

$3,734,686

Up $1,001,027 (+37%) from 2023

Net Assets

Down

$74,953,832

Down $14,039,357 (-16%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Up

$79,878,294

Up $8,501,260 (+12%) from 2023

Expenses

Up

$97,891,515

Up $13,734,571 (+16%) from 2023

Net Income

Down

-$18,013,221

Down $5,233,311 (-41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$150M$100M$50M$0Assets 2011: $36,204,827Liabilities 2011: $2,393,709Net Assets 2011: $33,811,1182011Assets 2012: $60,821,102Liabilities 2012: $2,743,299Net Assets 2012: $58,077,8032012Assets 2013: $87,113,325Liabilities 2013: $2,268,249Net Assets 2013: $84,845,0762013Assets 2014: $101,905,490Liabilities 2014: $2,691,097Net Assets 2014: $99,214,3932014Assets 2015: $113,657,730Liabilities 2015: $3,433,217Net Assets 2015: $110,224,5132015Assets 2016: $129,470,527Liabilities 2016: $3,610,158Net Assets 2016: $125,860,3692016Assets 2017: $146,720,673Liabilities 2017: $2,559,647Net Assets 2017: $144,161,0262017Assets 2018: $141,736,595Liabilities 2018: $2,548,432Net Assets 2018: $139,188,1632018Assets 2019: $151,976,500Liabilities 2019: $3,216,369Net Assets 2019: $148,760,1312019Assets 2020: $142,425,475Liabilities 2020: $2,480,944Net Assets 2020: $139,944,5312020Assets 2021: $135,023,453Liabilities 2021: $2,173,932Net Assets 2021: $132,849,5212021Assets 2022: $96,675,389Liabilities 2022: $4,087,758Net Assets 2022: $92,587,6312022Assets 2023: $91,726,848Liabilities 2023: $2,733,659Net Assets 2023: $88,993,1892023Assets 2024: $78,688,518Liabilities 2024: $3,734,686Net Assets 2024: $74,953,8322024

Highlighted filing

2024

Assets$78,688,518
Liabilities$3,734,686
Net Assets$74,953,832
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2011: $62,790,162Expenses 2011: $60,496,736Net Income 2011: $2,293,4262011Revenue 2012: $78,430,689Expenses 2012: $56,540,554Net Income 2012: $21,890,1352012Revenue 2013: $81,709,023Expenses 2013: $57,975,735Net Income 2013: $23,733,2882013Revenue 2014: $86,992,881Expenses 2014: $67,397,683Net Income 2014: $19,595,1982014Revenue 2015: $81,589,560Expenses 2015: $69,165,399Net Income 2015: $12,424,1612015Revenue 2016: $88,961,345Expenses 2016: $77,536,521Net Income 2016: $11,424,8242016Revenue 2017: $89,371,552Expenses 2017: $76,673,781Net Income 2017: $12,697,7712017Revenue 2018: $90,647,568Expenses 2018: $88,107,748Net Income 2018: $2,539,8202018Revenue 2019: $88,718,797Expenses 2019: $89,975,199Net Income 2019: -$1,256,4022019Revenue 2020: $74,266,606Expenses 2020: $84,669,507Net Income 2020: -$10,402,9012020Revenue 2021: $84,135,128Expenses 2021: $91,192,029Net Income 2021: -$7,056,9012021Revenue 2022: $68,606,554Expenses 2022: $96,768,505Net Income 2022: -$28,161,9512022Revenue 2023: $71,377,034Expenses 2023: $84,156,944Net Income 2023: -$12,779,9102023Revenue 2024: $79,878,294Expenses 2024: $97,891,515Net Income 2024: -$18,013,2212024

Highlighted filing

2024

Revenue$79,878,294
Expenses$97,891,515
Net Income-$18,013,221
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$78,688,518
Liabilities
$3,734,686
Net assets
$74,953,832
Revenue
$79,878,294
Expenses
$97,891,515
Net income
-$18,013,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.7$3.73$75.0$79.9$97.9$18.0
2023Detailed filing. Detailed filing data is available for this year.$91.7$2.73$89.0$71.4$84.2$12.8
2022Detailed filing. Detailed filing data is available for this year.$96.7$4.09$92.6$68.6$96.8$28.2
2021Detailed filing. Detailed filing data is available for this year.$135$2.17$133$84.1$91.2$7.06
2020Detailed filing. Detailed filing data is available for this year.$142$2.48$140$74.3$84.7$10.4
2019Summary only. Only limited summary data is available for this year.$152$3.22$149$88.7$90.0$1.26
2018Summary only. Only limited summary data is available for this year.$142$2.55$139$90.6$88.1$2.54
2017Summary only. Only limited summary data is available for this year.$147$2.56$144$89.4$76.7$12.7
2016Summary only. Only limited summary data is available for this year.$129$3.61$126$89.0$77.5$11.4
2015Summary only. Only limited summary data is available for this year.$114$3.43$110$81.6$69.2$12.4
2014Summary only. Only limited summary data is available for this year.$102$2.69$99.2$87.0$67.4$19.6
2013Summary only. Only limited summary data is available for this year.$87.1$2.27$84.8$81.7$58.0$23.7
2012Summary only. Only limited summary data is available for this year.$60.8$2.74$58.1$78.4$56.5$21.9
2011Summary only. Only limited summary data is available for this year.$36.2$2.39$33.8$62.8$60.5$2.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$105,656,106
Mission and Program Overview

Mission

The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$88,993,189$74,953,832▼ $14,039,357
Investments Other Securities$76,589,019$67,153,341▼ $9,435,678
Investments in Publicly Traded Securities$8,356,410$4,217,130▼ $4,139,280
Accounts Receivable$3,223,279$4,136,770▲ $913,491
Cash and Non-Interest-Bearing Accounts$2,524,268$2,506,278▼ $17,990
Prepaid Expenses and Deferred Charges$15,368$15,120▼ $248
Total Assets$91,726,848$78,688,518▼ $13,038,330
Other Assets Total$1,018,504$659,879▼ $358,625
Liabilities
Other Liabilities$2,665,290$3,670,306▲ $1,005,016
Accounts Payable and Accrued Expenses$68,369$64,380▼ $3,989
Total Liabilities$2,733,659$3,734,686▲ $1,001,027
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,993,189$74,953,832▼ $14,039,357
Total Liabilities and Net Assets / Fund Balance$91,726,848$78,688,518▼ $13,038,330

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,797,266--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseOtherTotal
Daniel KnightsEducation Director$63,658$295,633$63,658
William J TurnbullExecutive Administrator$23,209$482,286$23,209
Nicholas MagnaEducation Instructor$9,357$270,787$9,357

Board Members and Trustees

NameTitle
Anthony SaporitoTrustee
Brian Kearney JrTrustee
Dave JohnsonTrustee
Edward EnglishTrustee
Robert Bartels JrTrustee
Shane McMorrowTrustee
James C WhiteAssistant Administrator
James IppolitoAssistant Administrator
Jason GreccoEducation Instructor
Matthew PizzoEducation Instructor
Stephen PowersEducation Instructor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$74,106,021
Investment Income
$5,592,359
Other Revenue
$179,914
Change in Net Assets
$-18,013,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$79,584,086
Revenue Not Reported on Financial Statements
$294,208
Revenue Not Reported on Form 990
$3,973,864
Total Revenue per Audited Statements
$83,557,950
Total Revenue per Form 990
$79,878,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,221,264
Other Expenses$923,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$95,746,881--$95,746,881
Other Salaries and Wages-$579,983-$579,983
Fees for Service Investment Mgmnt Fees-$294,208-$294,208
Pension Plan Contributions-$242,190-$242,190
Other Employee Benefits-$232,820-$232,820
Office Expenses-$230,136-$230,136
Fees for Services Other-$133,273-$133,273
Current Officers, Directors, Trustees, and Key Employees-$96,223-$96,223
Payroll Taxes-$70,048-$70,048
Insurance-$54,903-$54,903
Occupancy-$45,393-$45,393
Fees for Services Legal-$40,416-$40,416
Depreciation Depletion-$39,036-$39,036
Fees for Services Accounting-$35,000-$35,000
Information Technology-$22,461-$22,461
Travel-$11,599-$11,599
Other Expenses-$10,489-$10,489
Conferences and Meetings-$6,456-$6,456
Total Functional Expenses$95,746,881$2,144,634$0$97,891,515

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$97,891,515
Expenses per Audited Statements$97,597,307
Total Expenses per Audited Statements$97,597,307
Expenses Not Reported on Financial Statements$294,208
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$1,695,521
Employer Security Deposit$879,174
Unapplied Employers Contributions$610,487
Operating lease liability$472,292
Due to/from related funds$12,832
Finance lease liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 B, Line 11A

“This tax return was prepared by staff and reviewed by the Funds Executive Administrator, who is a CPA. Then it was provided to the Funds auditors for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature.”

Form 990, Part VI, Section B, Line 15 AB

“The Executive Administrator. of the Trust Funds negotiates with Chairman and Co-Chairman of each fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement.”

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

“The Fund is subject to ERISA and the Trustees conform to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and has read and understands the Policy. Also, the Trustees agree to comply with the Policy and understand that the Plan is a tax-exempt organization.”

Form 990, Part VI, Section C, Line 19

“As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all the information needed to complete and file an accurate return.”

Filing and Contact Details

Filer

Filer Name
Steamfitters Industry Welfare Fund
EIN
13-1545680
Phone
2124658888
Address
27-08 40th Avenue 2nd floor, Long Island City, NY 11101-3725

Signing Officer

Name
Robert J Bartels
Title
Employee Trustee
Phone
2124658888
Signed
2025-11-05
Discuss with paid preparer
No

Organization Details

Formed
1946
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
34
Supplemental Narrative

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statue of limitations expires however there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 678 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt068369
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt064380
IRS990/AccountsReceivableGrp/BOYAmt03223279
IRS990/AccountsReceivableGrp/EOYAmt04136770
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt095746881
IRS990/BenefitsToMembersGrp/TotalAmt095746881
IRS990/BooksInCareOfDetail/PersonNm0William J Turnbull Executive Admini
IRS990/BooksInCareOfDetail/PhoneNum02124658888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt027-08 40th Avenue 2nd floor
IRS990/BooksInCareOfDetail/USAddress/CityNm0Long Island City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0111013725
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02524268
IRS990/CashNonInterestBearingGrp/EOYAmt02506278
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt096223
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt096223
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06456
IRS990/ConferencesMeetingsGrp/TotalAmt06456
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt095746881
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05592359
IRS990/CYOtherExpensesAmt0923370
IRS990/CYOtherRevenueAmt0179914
IRS990/CYProgramServiceRevenueAmt074106021
IRS990/CYRevenuesLessExpensesAmt0-18013221
IRS990/CYSalariesCompEmpBnftPaidAmt01221264
IRS990/CYTotalExpensesAmt097891515
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt079878294
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt039036
IRS990/DepreciationDepletionGrp/TotalAmt039036
IRS990/Desc0Welfare benefits paid to or for participants
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/ExpenseAmt095746881
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035000
IRS990/FeesForServicesAccountingGrp/TotalAmt035000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt040416
IRS990/FeesForServicesLegalGrp/TotalAmt040416
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0133273
IRS990/FeesForServicesOtherGrp/TotalAmt0133273
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0294208
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0294208
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt0033.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2034.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt4040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt5027.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt6040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt7040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2008.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8002.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt041320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165552
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt241320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt384732
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt483917
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt541320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt682341
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt780716
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0William J Turnbull
IRS990/Form990PartVIISectionAGrp/PersonNm1Daniel Knights
IRS990/Form990PartVIISectionAGrp/PersonNm2James Ippolito
IRS990/Form990PartVIISectionAGrp/PersonNm3Jason Grecco
IRS990/Form990PartVIISectionAGrp/PersonNm4Nicholas Magna
IRS990/Form990PartVIISectionAGrp/PersonNm5James C White
IRS990/Form990PartVIISectionAGrp/PersonNm6Stephen Powers
IRS990/Form990PartVIISectionAGrp/PersonNm7Matthew Pizzo
IRS990/Form990PartVIISectionAGrp/PersonNm8Anthony Saporito
IRS990/Form990PartVIISectionAGrp/PersonNm9Edward English
IRS990/Form990PartVIISectionAGrp/PersonNm10Shane McMorrow
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Bartels Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Brian Kearney Jr
IRS990/Form990PartVIISectionAGrp/PersonNm13Dave Johnson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt023209
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt563657
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/ReportableCompFromRltdOrgAmt0440966
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1230081
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2224556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3188675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4186870
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5163691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6183226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7179445
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt1Education Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt3Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt4Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt6Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Education Instructor
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01946
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02960032
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028737844
IRS990/GrossReceiptsAmt0105656106
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022461
IRS990/InformationTechnologyGrp/TotalAmt022461
IRS990/InsuranceGrp/ManagementAndGeneralAmt054903
IRS990/InsuranceGrp/TotalAmt054903
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02632327
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02632327
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt076589019
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt067153341
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08356410
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04217130
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025777812
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Fund provides health coverage and other benefits to eligible participants in accordance with the rules and regulations of the Fund.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt088993189
IRS990/NetAssetsOrFundBalancesEOYAmt074953832
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02960032
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02960032
IRS990/NetUnrlzdGainsLossesInvstAmt03973864
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt045393
IRS990/OccupancyGrp/TotalAmt045393
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0230136
IRS990/OfficeExpensesGrp/TotalAmt0230136
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01018504
IRS990/OtherAssetsTotalGrp/EOYAmt0659879
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0232820
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0232820
IRS990/OtherExpensesGrp/Desc0General Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010489
IRS990/OtherExpensesGrp/TotalAmt010489
IRS990/OtherLiabilitiesGrp/BOYAmt02665290
IRS990/OtherLiabilitiesGrp/EOYAmt03670306
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0179914
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0179914
IRS990/OtherRevenueTotalAmt0179914
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0579983
IRS990/OtherSalariesAndWagesGrp/TotalAmt0579983
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt070048
IRS990/PayrollTaxesGrp/TotalAmt070048
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0242190
IRS990/PensionPlanContributionsGrp/TotalAmt0242190
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015368
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015120
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Robert J Bartels
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt074106021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt074106021
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt081864698
IRS990/PYInvestmentIncomeAmt01798384
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01162705
IRS990/PYOtherRevenueAmt0156742
IRS990/PYProgramServiceRevenueAmt069421908
IRS990/PYRevenuesLessExpensesAmt0-12779910
IRS990/PYSalariesCompEmpBnftPaidAmt01129541
IRS990/PYTotalExpensesAmt084156944
IRS990/PYTotalRevenueAmt071377034
IRS990/ReconcilationRevenueExpnssAmt0-18013221
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt088993189
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt074953832
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0294208
IRS990ScheduleD/ExpensesSubtotalAmt097597307
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0294208
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0294208
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03973864
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01695521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1879174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2610487
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3472292
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt412832
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Employer Security Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Unapplied Employers Contributions
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Operating lease liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Due to/from related funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Finance lease liability
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt024031931
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt111442571
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22829514
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt314052059
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt414797266
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Lord Abbett Short Duration Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Lord Abbett Floating Rate Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Lord Abbett Bond Debenture Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Janus Institutional Intl Equity
IRS990ScheduleD/OtherSecuritiesGrp/Desc6BNY Mellon AFL-CIO SL Stock Index Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/RevenueNotReportedAmt03973864
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0294208
IRS990ScheduleD/RevenueSubtotalAmt079584086
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of December 31, 2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statue of limitations expires however there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/TotalBookValueSecuritiesAmt067153341
IRS990ScheduleD/TotalExpensesPerForm990Amt097891515
IRS990ScheduleD/TotalLiabilityAmt03670306
IRS990ScheduleD/TotalRevenuePerForm990Amt079878294
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt083557950
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt097597307
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt023209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt19357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt263658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0412848
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1186870
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2205215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3183226
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4206403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5146424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6188675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7179445
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt041320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt183917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt265552
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt382341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt441320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt541320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt684732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt780716
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt028118
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt124866
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt218153
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt317266
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0William J Turnbull
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Nicholas Magna
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Daniel Knights
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3Stephen Powers
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4James Ippolito
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5James C White
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6Jason Grecco
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm7Matthew Pizzo
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Education Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5Assistant Administrator
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt7Education Instructor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt023209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt19357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt263658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0482286
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1270787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2295633
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3265567
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4265876
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5205010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt6273407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt7260161

Document Assets

No mirrored PDF or thumbnail assets are attached yet.