Civic Intelligence

Upstate New York Engineers Health Fund

EIN 15-0582931 • 501(c)9 • Syracuse, NY

View Organization Page

Profile

To provide health care and other benefits to eligible participants.

101 Intrepid LA PO Box 100 ColvinSyracuse, NY 13205-0100

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.13x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$229,405

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$136,570,087

Up $24,986,022 (+22%) from 2023

Liabilities

Up

$8,316,032

Up $1,542,606 (+23%) from 2023

Net Assets

Up

$128,254,055

Up $23,443,416 (+22%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin81st percentile

Revenue

Up

$61,608,685

Up $16,416,060 (+36%) from 2023

Expenses

Up

$45,541,378

Up $4,342,925 (+11%) from 2023

Net Income

Up

$16,067,307

Up $12,073,135 (+302%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$150M$100M$50M$0Assets 2011: $36,302,329Liabilities 2011: $458,829Net Assets 2011: $35,843,5002011Assets 2012: $50,985,819Liabilities 2012: $3,932,643Net Assets 2012: $47,053,1762012Assets 2013: $69,299,970Liabilities 2013: $3,310,883Net Assets 2013: $65,989,0872013Assets 2014: $83,153,165Liabilities 2014: $5,078,200Net Assets 2014: $78,074,9652014Assets 2015: $94,431,746Liabilities 2015: $8,592,887Net Assets 2015: $85,838,8592015Assets 2016: $92,462,142Liabilities 2016: $5,300,679Net Assets 2016: $87,161,4632016Assets 2017: $91,873,910Liabilities 2017: $5,384,745Net Assets 2017: $86,489,1652017Assets 2018: $98,220,405Liabilities 2018: $6,469,173Net Assets 2018: $91,751,2322018Assets 2019: $99,472,792Liabilities 2019: $7,606,929Net Assets 2019: $91,865,8632019Assets 2020: $96,497,876Liabilities 2020: $5,862,592Net Assets 2020: $90,635,2842020Assets 2021: $110,667,542Liabilities 2021: $6,356,436Net Assets 2021: $104,311,1062021Assets 2022: $111,992,521Liabilities 2022: $5,892,272Net Assets 2022: $106,100,2492022Assets 2023: $111,584,065Liabilities 2023: $6,773,426Net Assets 2023: $104,810,6392023Assets 2025: $136,570,087Liabilities 2025: $8,316,032Net Assets 2025: $128,254,0552025

Highlighted filing

2025

Assets$136,570,087
Liabilities$8,316,032
Net Assets$128,254,055
Open 2025 Filing

Operations Trend

Revenue Growth74th percentile

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

$80M$60M$40M$20M$0-$20MRevenue 2011: $32,778,493Expenses 2011: $25,267,262Net Income 2011: $7,511,2312011Expenses 2012: $30,816,8572012Expenses 2013: $26,961,6262013Revenue 2014: $41,186,339Expenses 2014: $31,072,144Net Income 2014: $10,114,1952014Revenue 2015: $41,573,451Expenses 2015: $31,854,154Net Income 2015: $9,719,2972015Revenue 2016: $39,965,267Expenses 2016: $34,294,139Net Income 2016: $5,671,1282016Revenue 2017: $33,799,356Expenses 2017: $37,082,947Net Income 2017: -$3,283,5912017Revenue 2018: $38,916,266Expenses 2018: $35,552,173Net Income 2018: $3,364,0932018Revenue 2019: $40,524,262Expenses 2019: $38,400,120Net Income 2019: $2,124,1422019Revenue 2020: $42,355,650Expenses 2020: $37,887,056Net Income 2020: $4,468,5942020Revenue 2021: $41,150,183Expenses 2021: $39,358,697Net Income 2021: $1,791,4862021Revenue 2022: $46,317,639Expenses 2022: $38,117,598Net Income 2022: $8,200,0412022Revenue 2023: $45,192,625Expenses 2023: $41,198,453Net Income 2023: $3,994,1722023Revenue 2025: $61,608,685Expenses 2025: $45,541,378Net Income 2025: $16,067,3072025

Highlighted filing

2025

Revenue$61,608,685
Expenses$45,541,378
Net Income$16,067,307
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$136,570,087
Liabilities
$8,316,032
Net assets
$128,254,055
Revenue
$61,608,685
Expenses
$45,541,378
Net income
$16,067,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$137$8.32$128$61.6$45.5$16.1
2023Summary only. Only limited summary data is available for this year.$112$6.77$105$45.2$41.2$3.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$5.89$106$46.3$38.1$8.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$111$6.36$104$41.2$39.4$1.79
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.5$5.86$90.6$42.4$37.9$4.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.5$7.61$91.9$40.5$38.4$2.12
2018Summary only. Only limited summary data is available for this year.$98.2$6.47$91.8$38.9$35.6$3.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.9$5.38$86.5$33.8$37.1$3.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.5$5.30$87.2$40.0$34.3$5.67
2015Summary only. Only limited summary data is available for this year.$94.4$8.59$85.8$41.6$31.9$9.72
2014Detailed filing. Detailed filing data is available for this year.$83.2$5.08$78.1$41.2$31.1$10.1
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.3$3.31$66.0$27.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$3.93$47.1$30.8
2011Summary only. Only limited summary data is available for this year.$36.3$0.46$35.8$32.8$25.3$7.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$63,510,850
Mission and Program Overview

Mission

To provide health care and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$113,121,881$128,254,055▲ $15,132,174
Investments in Publicly Traded Securities$112,125,604$125,205,040▲ $13,079,436
Accounts Receivable$5,867,195$6,995,000▲ $1,127,805
Cash and Non-Interest-Bearing Accounts$1,334,266$2,813,151▲ $1,478,885
Savings and Temporary Cash Investments$938,896$983,006▲ $44,110
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$120,779,135$136,570,087▲ $15,790,952
Other Assets Total$513,174$573,890▲ $60,716
Liabilities
Other Liabilities$7,312,065$7,541,773▲ $229,708
Accounts Payable and Accrued Expenses$345,189$774,259▲ $429,070
Total Liabilities$7,657,254$8,316,032▲ $658,778
Net Assets / Fund Balance
Total Net Assets Fund Balance$113,121,881$128,254,055▲ $15,132,174
Total Liabilities and Net Assets / Fund Balance$120,779,135$136,570,087▲ $15,790,952
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah SpauldingFund AdministratorPT$181,723$47,682$229,405
Vickie CroadAdministrativePT$119,112$65,248$184,360
Victoria ColeSupervisorFT$101,931$68,574$170,505

Board Members and Trustees

NameTitle
Douglas MayEmployer Trustee
Kim GaylordEmployer Trustee
Nickolaus OsinskiEmployer Trustee
Tom KeelerEmployer Trustee
Don Smith Eff 1124Union Trustee
Grant MaloneUnion Trustee
Jonathan LanseUnion Trustee
Joshua WilliamsUnion Trustee
Karl Button Thru 1024Union Trustee
William FeketeUnion Trustee
Earl R HallChrmn/emp Trstee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaClaims Processor151 FARMINGTON AVENUE, Hartford, CT 06156$919,274
Sei Inv Mgmt CorpInvestment Manager1 FREEDOM VALLEY DR, Oaks, PA 19456$375,916
Nova Healthcare AdministratorsClaims ProcessorPO BOX 1534, Buffalo, NY 14231$299,146
Joseph W Mccarthy & AssociatesPayroll Audits7644 ROUTE 31 WEST, Baldwinsville, NY 13027$247,493
Blitman & King LLPCollection Fees433 NORTH FRANKLIN ST, Syracuse, NY 13204$185,001
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$53,081,005
Investment Income
$8,027,479
Other Revenue
$500,201
Change in Net Assets
$16,067,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$61,257,383
Revenue Not Reported on Financial Statements
$351,302
Revenue Not Reported on Form 990
$-935,133
Total Revenue per Audited Statements
$60,322,250
Total Revenue per Form 990
$61,608,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,469,198
Other Expenses$760,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$42,312,046
Other Salaries and Wages---$1,411,847
Pension Plan Contributions---$432,076
Fees for Service Investment Mgmnt Fees---$351,302
Other Employee Benefits---$275,799
Fees for Services Other---$272,195
Information Technology---$236,712
Current Officers, Directors, Trustees, and Key Employees---$229,405
Fees for Services Legal---$219,703
Office Expenses---$179,869
Occupancy---$142,932
Payroll Taxes---$120,071
Fees for Services Accounting---$67,692
Insurance---$62,090
Conferences and Meetings---$8,859
Other Expenses---$-781,220
Total Functional Expenses$0$0$0$45,541,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$45,541,378
Expenses per Audited Statements$45,242,098
Total Expenses per Audited Statements$45,242,098
Expenses Not Reported on Financial Statements$299,280
Expenses Not Reported on Form 990$0
Other Expense Adjustments$-52,022
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
-Family MemberSalary/benNo$111,862
-Family MemberSalary/benNo$92,133
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable and Claims Ibnr$6,545,878
Due to Related Organizations$995,895
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 35% controlled entity
No
Business relationship with family members
Yes
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
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 11B

“The form 990 was prepared in coordination with the fund administrator who works full time for the organization. Once complete, the form was provided to and reviewed by the board of trustees prior to submission.”

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

“The organization is an employee benefit fund covered by erisa. The trustees have a statutory duty under erisa to avoid conflicts and report them as they occur. In addition, the fund's written conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the fund, in writing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to all participants upon request. Documents are available to the public to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
Upstate New York Engineers Health Fund
EIN
15-0582931
Phone
3154921796
Address
101 INTREPID LA PO BOX 100 COLVIN, SYRACUSE, NY 13205-0100

Signing Officer

Name
Earl Hall
Title
Chairman/employer Trustee
Phone
3154921796
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Spaulding
Formed
1957
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
20
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Vincent F Panettieri
Phone
6312734778
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in claims payable & ibnr -52,022.”

Raw XML AppendixShowing 400 of 531 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/BOYAmt0345189
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0774259
IRS990/AccountsReceivableGrp/BOYAmt05867195
IRS990/AccountsReceivableGrp/EOYAmt06995000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt042312046
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IRS990/BooksInCareOfDetail/PhoneNum03154921796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 INTREPID LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0132050100
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01334266
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0229405
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt08859
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0919274
IRS990/ContractorCompensationGrp/CompensationAmt1375916
IRS990/ContractorCompensationGrp/CompensationAmt2299146
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IRS990/ContractorCompensationGrp/CompensationAmt4185001
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 1534
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd006156
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AETNA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SEI INV MGMT CORP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2NOVA HEALTHCARE ADMINISTRATORS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3JOSEPH W MCCARTHY & ASSOCIATES
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IRS990/ContractorCompensationGrp/ServicesDesc2CLAIMS PROCESSOR
IRS990/ContractorCompensationGrp/ServicesDesc3PAYROLL AUDITS
IRS990/ContractorCompensationGrp/ServicesDesc4COLLECTION FEES
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt08027479
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IRS990/DescribedInSection501c3Ind00
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IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBORAH SPAULDING
IRS990/Form990PartVIISectionAGrp/PersonNm1VICKIE CROAD
IRS990/Form990PartVIISectionAGrp/PersonNm2VICTORIA COLE
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM FEKETE
IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN LANSE
IRS990/Form990PartVIISectionAGrp/PersonNm5GRANT MALONE
IRS990/Form990PartVIISectionAGrp/PersonNm6DON SMITH EFF 1124
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSHUA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8KIM GAYLORD
IRS990/Form990PartVIISectionAGrp/PersonNm9EARL R HALL
IRS990/Form990PartVIISectionAGrp/PersonNm10TOM KEELER
IRS990/Form990PartVIISectionAGrp/PersonNm11DOUGLAS MAY
IRS990/Form990PartVIISectionAGrp/PersonNm12NICKOLAUS OSINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm13KARL BUTTON THRU 1024
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0181723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1119112
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2101931
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/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/TitleTxt0FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADMINISTRATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SUPERVISOR
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/TitleTxt9CHRMN/EMP TRSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03290707
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05192872
IRS990/GrossReceiptsAmt063510850
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0236712
IRS990/InsuranceGrp/TotalAmt062090
IRS990/InvestmentIncomeGrp/ExclusionAmt04736772
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04736772
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0112125604
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0125205040
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01902165
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0113121881
IRS990/NetAssetsOrFundBalancesEOYAmt0128254055
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03290707
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03290707
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-935133
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0142932
IRS990/OfficeExpensesGrp/TotalAmt0179869
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0513174
IRS990/OtherAssetsTotalGrp/EOYAmt0573890
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0275799
IRS990/OtherExpensesGrp/Desc0REIMB PR/PR TAXES/BEN
IRS990/OtherExpensesGrp/TotalAmt0-781220
IRS990/OtherLiabilitiesGrp/BOYAmt07312065
IRS990/OtherLiabilitiesGrp/EOYAmt07541773
IRS990/OtherRevenueMiscGrp/BusinessCd0237310
IRS990/OtherRevenueMiscGrp/BusinessCd1237310
IRS990/OtherRevenueMiscGrp/Desc0DELINQ CONTRIB INT / FEES
IRS990/OtherRevenueMiscGrp/Desc1SECURITIES LITIGATION
IRS990/OtherRevenueMiscGrp/ExclusionAmt052188
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0448013
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0448013
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt152188
IRS990/OtherRevenueTotalAmt0500201
IRS990/OtherSalariesAndWagesGrp/TotalAmt01411847
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0120071
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0432076
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEBORAH SPAULDING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/BusinessCd1237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt050899306
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12181699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050899306
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12181699
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt046180587
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05338511
IRS990/PYOtherExpensesAmt0558487
IRS990/PYOtherRevenueAmt0258999
IRS990/PYProgramServiceRevenueAmt047595732
IRS990/PYRevenuesLessExpensesAmt04381063
IRS990/PYSalariesCompEmpBnftPaidAmt02073105
IRS990/PYTotalExpensesAmt048812179
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt053193242
IRS990/ReconcilationRevenueExpnssAmt016067307
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0113121881
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0128254055
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0938896
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0983006
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0299280
IRS990ScheduleD/ExpensesSubtotalAmt045242098
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0351302
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0351302
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-935133
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-52022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0995895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16545878
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE AND CLAIMS IBNR
IRS990ScheduleD/RevenueNotReportedAmt0-935133
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0351302
IRS990ScheduleD/RevenueSubtotalAmt061257383
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE & IBNR -52,022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt045541378
IRS990ScheduleD/TotalLiabilityAmt07541773
IRS990ScheduleD/TotalRevenuePerForm990Amt061608685
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt060322250
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045242098
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0181723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1119112
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2101931
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt029473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt138970
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt245577
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt126278
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt222997
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH SPAULDING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VICKIE CROAD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2VICTORIA COLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ADMINISTRATIVE

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