Civic Intelligence

Excavators Union 731 Welfare Fund

990 • Fiscal year 2019 • EIN 13-1615440

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

34-11 35th AvenueAstoria, NY 11106

(718) 391-9099

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.03x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$501,794

Higher top officer pay than 92% of similar nonprofits.

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Asset Growth

94th percentile

31%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

16%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Assets

Up

$594,573,217

Up $140,754,459 (+31%) from 2018

Net Assets

Up

$587,865,110

Up $135,552,446 (+30%) from 2018

Liabilities

Up

$6,708,107

Up $5,202,013 (+345%) from 2018

Revenue

Up

$256,840,962

Up $35,714,990 (+16%) from 2018

Expenses

Up

$173,295,875

Up $19,582,946 (+13%) from 2018

Net Income

Up

$83,545,087

Up $16,132,044 (+24%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2010: $155,000,821Liabilities 2010: $410,596Net Assets 2010: $154,590,2252010Assets 2011: $171,723,974Liabilities 2011: $269,494Net Assets 2011: $171,454,4802011Assets 2012: $195,665,816Liabilities 2012: $281,179Net Assets 2012: $195,384,6372012Assets 2013: $232,087,470Liabilities 2013: $321,231Net Assets 2013: $231,766,2392013Assets 2014: $262,553,457Liabilities 2014: $401,845Net Assets 2014: $262,151,6122014Assets 2015: $290,175,583Liabilities 2015: $4,748,711Net Assets 2015: $285,426,8722015Assets 2016: $336,387,369Liabilities 2016: $4,365,160Net Assets 2016: $332,022,2092016Assets 2017: $422,053,903Liabilities 2017: $5,081,804Net Assets 2017: $416,972,0992017Assets 2018: $453,818,758Liabilities 2018: $1,506,094Net Assets 2018: $452,312,6642018Assets 2019: $594,573,217Liabilities 2019: $6,708,107Net Assets 2019: $587,865,1102019Assets 2020: $729,939,503Liabilities 2020: $5,946,783Net Assets 2020: $723,992,7202020Assets 2021: $855,197,555Liabilities 2021: $5,733,875Net Assets 2021: $849,463,6802021Assets 2022: $763,644,459Liabilities 2022: $5,677,091Net Assets 2022: $757,967,3682022Assets 2023: $931,035,083Liabilities 2023: $5,958,285Net Assets 2023: $925,076,7982023Assets 2024: $1,112,965,398Liabilities 2024: $7,495,267Net Assets 2024: $1,105,470,1312024

Highlighted filing

2019

Assets$594,573,217
Liabilities$6,708,107
Net Assets$587,865,110

Operations Trend

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

$400M$200M$0-$200MExpenses 2010: $85,788,4492010Expenses 2011: $88,490,9772011Expenses 2012: $91,988,9622012Revenue 2013: $130,207,597Expenses 2013: $99,303,493Net Income 2013: $30,904,1042013Revenue 2014: $149,679,666Expenses 2014: $104,584,093Net Income 2014: $45,095,5732014Revenue 2015: $143,387,388Expenses 2015: $115,668,011Net Income 2015: $27,719,3772015Revenue 2016: $164,050,152Expenses 2016: $129,077,397Net Income 2016: $34,972,7552016Revenue 2017: $192,861,487Expenses 2017: $131,085,482Net Income 2017: $61,776,0052017Revenue 2018: $221,125,972Expenses 2018: $153,712,929Net Income 2018: $67,413,0432018Revenue 2019: $256,840,962Expenses 2019: $173,295,875Net Income 2019: $83,545,0872019Revenue 2020: $244,683,666Expenses 2020: $154,710,116Net Income 2020: $89,973,5502020Revenue 2021: $265,733,082Expenses 2021: $179,407,458Net Income 2021: $86,325,6242021Revenue 2022: $148,230,036Expenses 2022: $194,198,359Net Income 2022: -$45,968,3232022Revenue 2023: $317,835,772Expenses 2023: $203,642,189Net Income 2023: $114,193,5832023Revenue 2024: $365,130,478Expenses 2024: $228,448,833Net Income 2024: $136,681,6452024

Highlighted filing

2019

Revenue$256,840,962
Expenses$173,295,875
Net Income$83,545,087
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$668,751,312
Mission and Program Overview

Mission

Collectively bargained multi-employer welfare fund created to provide health & welfare benefits to participants and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$452,312,664$587,865,110▲ $135,552,446
Investments in Publicly Traded Securities$401,344,574$516,105,694▲ $114,761,120
Cash and Non-Interest-Bearing Accounts$11,429,557$35,908,589▲ $24,479,032
Accounts Receivable$30,067,531$30,020,923▼ $46,608
Savings and Temporary Cash Investments$7,356,984$7,732,108▲ $375,124
Investments Other Securities$1,685,178$2,956,582▲ $1,271,404
Prepaid Expenses and Deferred Charges$289,642$258,897▼ $30,745
Land, Buildings, and Equipment, Net$64,578$59,044▼ $5,534
Total Assets$453,818,758$594,573,217▲ $140,754,459
Other Assets Total$1,580,714$1,531,380▼ $49,334
Liabilities
Other Liabilities$1,296,650$6,345,380▲ $5,048,730
Accounts Payable and Accrued Expenses$209,444$362,727▲ $153,283
Total Liabilities$1,506,094$6,708,107▲ $5,202,013
Net Assets / Fund Balance
Total Net Assets Fund Balance$452,312,664$587,865,110▲ $135,552,446
Total Liabilities and Net Assets / Fund Balance$453,818,758$594,573,217▲ $140,754,459

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$59,044$119,834$178,878
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Mark KeyAsst Fund AdPT$254,192$254,192
Michelle ReidPension SupePT$229,773$229,773

Board Members and Trustees

NameTitle
Anthony PiciulloAccounting
Mark KeyAsst Fund Adm
Giovanni LaucellaCollections
Denise RichardsonEmployer Tru
Mark RosenEmployer Tru
Robert WesselEmployer Tru
PAUL D'ABBRACCIOFund Mngr
Michelle ReidPension Supervisor
Frank BiancanielloUnion Truste
JOSEPH D'AMATOUnion Truste

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue CrossClaims1 LLIBERY PLAZA, New York, NY 10006$4,665,060
Atalanta SosnoffInvest Mgr101 PARK AVENUE, New York, NY 10178$405,724
Union NetworkingComputer Servic560 SYLVAN AVENUE, Englewood Cliffs, NJ 07632$335,554
BhmsInvest Mgr2200 ROSS AVENUE, Dallas, TX 75201$296,594
Mel FederLegal34-11 35TH AVE, Astoria, NY 11106$290,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$221,719,798
Investment Income
$34,843,105
Other Revenue
$278,059
Change in Net Assets
$83,545,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$254,738,697
Revenue Not Reported on Financial Statements
$2,102,265
Revenue Not Reported on Form 990
$42,090,093
Other Revenue Adjustments
$916,721
Total Revenue per Audited Statements
$296,828,790
Total Revenue per Form 990
$256,840,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,824,933
Salaries, Compensation, and Employee Benefits$2,475,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$167,995,718--$167,995,718
Fees for Service Investment Mgmnt Fees$1,185,544--$1,185,544
Other Salaries and Wages$1,032,590--$1,032,590
Pension Plan Contributions$930,808--$930,808
Other Employee Benefits$438,477--$438,477
Information Technology$377,244--$377,244
Fees for Services Legal$314,178--$314,178
Occupancy$250,980--$250,980
Fees for Services Accounting$213,832--$213,832
Office Expenses$188,879--$188,879
Fees for Services Other$181,280--$181,280
Payroll Taxes$73,349--$73,349
Insurance$69,116--$69,116
Depreciation Depletion$29,609--$29,609
Conferences and Meetings$11,866--$11,866
Other Expenses$2,405--$2,405
Total Functional Expenses$173,295,875$0$0$173,295,875

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$173,295,875
Expenses per Audited Statements$172,110,331
Total Expenses per Audited Statements$171,193,610
Expenses Not Reported on Financial Statements$1,185,544
Expenses Not Reported on Form 990$-916,721
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
Net Trades Pending Settlement$6,237,832
Due to Related Fund$107,548
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 was reviewed by the governing body & discussed with the accountant

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon request

Filing and Contact Details

Filer

Filer Name
Excavators Union 731 Welfare
EIN
13-1615440
Phone
7183919099
Address
34-11 35TH AVENUE, ASTORIA, NY 11106

Signing Officer

Name
PAUL D'ABBRACCIO
Title
Fund Mngr
Phone
7183910430
Signed
2020-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PAUL D'ABBRACCIO
Formed
1950
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
6

Preparer

Firm
Castiglia Llp
Address
134 BURR RD, EAST NORTHPORT, NY 11731
Preparer
Robert V Castiglia CPA
Phone
6314867830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To provide health & welfare benefit to participants and their dependents

Form 990, Part XI, Line 9

Funds received in merger 9,917,266

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Medicare part d 906,721 expenses recovered 10,000

Schedule D, Page 4, Part XII, Line 2D

Medicare part d -906,721 expenses recovered -10,000

Raw XML AppendixShowing 400 of 579 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.

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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0377244
IRS990/InformationTechnologyGrp/TotalAmt0377244
IRS990/InsuranceGrp/ProgramServicesAmt069116
IRS990/InsuranceGrp/TotalAmt069116
IRS990/InvestmentIncomeGrp/ExclusionAmt012810930
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012810930
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0401344574
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0516105694
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt064578
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059044
IRS990/LandBldgEquipCostOrOtherBssAmt0178878
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0411910350
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0587865110
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt022032175
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022032175
IRS990/NetUnrlzdGainsLossesInvstAmt042090093
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0250980
IRS990/OccupancyGrp/TotalAmt0250980
IRS990/OfficeExpensesGrp/ProgramServicesAmt0188879
IRS990/OfficeExpensesGrp/TotalAmt0188879
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01580714
IRS990/OtherAssetsTotalGrp/EOYAmt01531380
IRS990/OtherChangesInNetAssetsAmt09917266
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0438477
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IRS990/OtherExpensesGrp/Desc0RETIREMENT EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt02405
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IRS990/OtherLiabilitiesGrp/BOYAmt01296650
IRS990/OtherLiabilitiesGrp/EOYAmt06345380
IRS990/OtherRevenueMiscGrp/Desc0INTEREST & LIQUIDATING DAMAGE
IRS990/OtherRevenueMiscGrp/Desc1EXPENSES RECOVERED
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110000
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IRS990/OtherRevenueTotalAmt0278059
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01032590
IRS990/OtherSalariesAndWagesGrp/TotalAmt01032590
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt073349
IRS990/PayrollTaxesGrp/TotalAmt073349
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0930808
IRS990/PensionPlanContributionsGrp/TotalAmt0930808
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0289642
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0258897
IRS990/PrincipalOfficerNm0PAUL D'ABBRACCIO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEDICARE PART D
IRS990/ProgramServiceRevenueGrp/Desc2COBRA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0220390817
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1906721
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2422260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0220390817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1906721
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2422260
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE HEALTH & WELFARE BENEFIT TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0173295875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0149509957
IRS990/PYInvestmentIncomeAmt017899931
IRS990/PYOtherExpensesAmt02528339
IRS990/PYOtherRevenueAmt0269117
IRS990/PYProgramServiceRevenueAmt0202956924
IRS990/PYRevenuesLessExpensesAmt067413043
IRS990/PYSalariesCompEmpBnftPaidAmt01674633
IRS990/PYTotalExpensesAmt0153712929
IRS990/PYTotalRevenueAmt0221125972
IRS990/ReconcilationRevenueExpnssAmt083545087
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0452312664
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0587865110
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07356984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07732108
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0-916721
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01185544
IRS990ScheduleD/ExpensesSubtotalAmt0172110331
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01185544
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01185544
IRS990ScheduleD/NetUnrealizedGainsInvstAmt042090093
IRS990ScheduleD/OtherExpensesIncludedAmt0-916721
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt059044
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0119834
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0178878
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06237832
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1107548
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET TRADES PENDING SETTLEMENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED FUND
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0916721
IRS990ScheduleD/RevenueNotReportedAmt042090093
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02102265
IRS990ScheduleD/RevenueSubtotalAmt0254738697
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MEDICARE PART D 906,721 EXPENSES RECOVERED 10,000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MEDICARE PART D -906,721 EXPENSES RECOVERED -10,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt059044
IRS990ScheduleD/TotalExpensesPerForm990Amt0173295875
IRS990ScheduleD/TotalLiabilityAmt06345380
IRS990ScheduleD/TotalRevenuePerForm990Amt0256840962
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296828790
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0171193610
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt03039
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt14980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0325470
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1317457
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2249696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3236671
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4165262
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5153762
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6153231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0129957
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt1127882
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt245656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt345656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt445656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt540441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt639304
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt043328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt143328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt243274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt343274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt443274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt538328
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt637238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH D'AMATO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FRANK BIANCANIELLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2PAUL D'ABBRACCIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3GIOVANNI LAUCELLA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4MARK KEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5ANTHONY PICIULLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6MICHELLE REID
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1UNION TRUSTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FUND MNGR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3COLLECTIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4ASST FUND ADM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5ACCOUNTING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6PENSION SUPERVISOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0501794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1493647
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2338626
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3325601
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4254192
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5232531
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt6229773
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HEALTH & WELFARE BENEFIT TO PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY THE GOVERNING BODY & DISCUSSED WITH THE ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDS RECEIVED IN MERGER 9,917,266
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,113$7.50$1,105$365$228$137
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$931$5.96$925$318$204$114
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$764$5.68$758$148$194$46.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$855$5.73$849$266$179$86.3
2020Detailed filing. Detailed filing data is available for this year.$730$5.95$724$245$155$90.0
2019Detailed filing. Detailed filing data is available for this year.$595$6.71$588$257$173$83.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$454$1.51$452$221$154$67.4
2017Detailed filing. Detailed filing data is available for this year.$422$5.08$417$193$131$61.8
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$336$4.37$332$164$129$35.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$290$4.75$285$143$116$27.7
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$263$0.40$262$150$105$45.1
2013Detailed filing. Detailed filing data is available for this year.$232$0.32$232$130$99.3$30.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$196$0.28$195$92.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$0.27$171$88.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$155$0.41$155$85.8