Liabilities / Assets
10th percentile
Higher debt load relative to assets than 10% of similar nonprofits.
990 • Fiscal year 2017 • EIN 22-3270952
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
10th percentile
Higher debt load relative to assets than 10% of similar nonprofits.
Liabilities / Revenue
12th percentile
Higher debt load relative to revenue than 12% of similar nonprofits.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
26th percentile
Higher top officer pay than 26% of similar nonprofits.
Top officer pay equals 5.5% of source-year revenue.
Asset Growth
65th percentile
Faster asset growth than 65% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Assets
Up$53,860,780
Up $4,363,078 (+8.8%) from 2016
Net Assets
Up$53,822,619
Up $4,358,178 (+8.8%) from 2016
Liabilities
Up$38,161
Up $4,900 (+15%) from 2016
Revenue
Up$2,933,268
Up $20,528 (+0.7%) from 2016
Expenses
Up$929,416
Up $96,761 (+12%) from 2016
Net Income
Down$2,003,852
Down $76,233 (-3.7%) from 2016
Supplemental unemployment & disability benefit fund
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $49,464,441 | $53,822,619 | ▲ $4,358,178 |
| Investments in Publicly Traded Securities | $47,199,568 | $51,200,914 | ▲ $4,001,346 |
| Savings and Temporary Cash Investments | $2,194,024 | $2,551,273 | ▲ $357,249 |
| Cash and Non-Interest-Bearing Accounts | $104,110 | $108,593 | ▲ $4,483 |
| Total Assets | $49,497,702 | $53,860,780 | ▲ $4,363,078 |
| Liabilities | |||
| Other Liabilities | $33,261 | $38,161 | ▲ $4,900 |
| Total Liabilities | $33,261 | $38,161 | ▲ $4,900 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $49,464,441 | $53,822,619 | ▲ $4,358,178 |
| Total Liabilities and Net Assets / Fund Balance | $49,497,702 | $53,860,780 | ▲ $4,363,078 |
| Name | Title |
|---|---|
| Dolores Capetola | Trustee |
| Edward Boylan | Trustee |
| Jose Garcia | Trustee |
| Michael Rapp | Trustee |
| Patrick Gilrane | Trustee |
| Robert Masterson | Trustee |
| Thomas P Giblin | Administrati |
| Thomas P Giblin | Administrative Mgr |
| Chris Ruton | Employee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Ubs Finanical Services INC | Investment Mgmt | 1285 AVENUE OF THE AMERICAS, New York, NY 10019 | $285,798 |
| Line Item | Amount |
|---|---|
| Other Expenses | $440,390 |
| Salaries, Compensation, and Employee Benefits | $29,833 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $459,193 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $326,916 |
| Other Expenses | - | - | - | $61,691 |
| Payroll Taxes | - | - | - | $29,833 |
| Occupancy | - | - | - | $22,330 |
| Fees for Services Accounting | - | - | - | $11,051 |
| Fees for Services Legal | - | - | - | $9,920 |
| Insurance | - | - | - | $4,336 |
| Information Technology | - | - | - | $4,146 |
| Total Functional Expenses | $0 | $0 | $0 | $929,416 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $929,416 |
| Total Expenses per Audited Statements | $929,416 |
| Total Expenses per Form 990 | $929,416 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| North America | Investment-bonds | - | - | - | $72,590 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Related Funds for Expenses | $37,092 |
| Payroll Taxes Due | $1,069 |
“The form 990 is reviewed and signed by the plan administrator of the fund. In addition the board of trustees of the fund review and approve the filing at the next regularly scheduled trustee meeting.”
“The compensation of the administrative manager is subject to the review and approval of the joint board of trustees. Currently the administrative manager is not being compensated by the fund.”
“The plan makes governing documents,policies and financial statements available to plan participants as required by law.”
“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)17 of the internal revenue code and, accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination letter from the internal revenue service, and the plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. Accounting principles generally accepted in the united states of america require the plan administrator to evaluate tax positions taken by the plan and recognize a tax liability for any uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | SUPPLEMENTAL UNEMPLOYMENT & DISABILITY BENEFIT FUND |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 459193 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | THE FUND |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9732276426 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 14 FAIRFIELD PL |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WEST CALDWELL |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 07006 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 104110 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 108593 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | true |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 285798 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1285 AVENUE OF THE AMERICAS |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | NEW YORK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 10019 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | UBS FINANICAL SERVICES INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | INVESTMENT MGMT |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 459193 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2741705 |
| IRS990/CYOtherExpensesAmt | 0 | 440390 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 191563 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2003852 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 29833 |
| IRS990/CYTotalExpensesAmt | 0 | 929416 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2933268 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | FUND PROVIDES SUPPLEMENTAL UNEMPLOYMENT & DISABILITY BENEFITS TO ELIGIBLE PLAN PARTICIPANTS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 929416 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 11051 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 9920 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 326916 |
| IRS990/ForeignActivitiesInd | 0 | true |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 13.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 35.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 59738 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DOLORES CAPETOLA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | EDWARD BOYLAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JOSE GARCIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | ROBERT MASTERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | PATRICK GILRANE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MICHAEL RAPP |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | THOMAS P GIBLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CHRIS RUTON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 101604 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ADMINISTRATI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | EMPLOYEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1159404 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 19251488 |
| IRS990/GrossReceiptsAmt | 0 | 21025352 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 4146 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4336 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1582301 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1582301 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 47199568 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 51200914 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NJ |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 18092084 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | SUPPLEMENTAL UNEMPLOYMENT & DISABILITY BENEFIT FUND |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 49464441 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 53822619 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1159404 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1159404 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2354326 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 22330 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | SHARED OFFICE EXPENSES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 61691 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 33261 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 38161 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 29833 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | THOMAS P GIBLIN |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 191563 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 191563 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 417657 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2696110 |
| IRS990/PYOtherExpensesAmt | 0 | 388123 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 216630 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2080085 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 26875 |
| IRS990/PYTotalExpensesAmt | 0 | 832655 |
| IRS990/PYTotalRevenueAmt | 0 | 2912740 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2003852 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 49464441 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 53822619 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2194024 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2551273 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 929416 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 2354326 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 37092 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 1069 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO RELATED FUNDS FOR EXPENSES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PAYROLL TAXES DUE |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 2354326 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2933268 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)17 OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 929416 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 38161 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2933268 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 5287594 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 929416 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 72590 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | NORTH AMERICA |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | INVESTMENT-BONDS |
| IRS990ScheduleF/BoycottCountriesInd | 0 | false |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | false |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | false |
| IRS990ScheduleF/GrantRecordsMaintainedInd | 0 | false |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | false |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | false |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 72590 |
| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 0 | NORTH AMERICA 0 72,590 |
| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 1 | THE FUND OWNS BONDS ISSUED BY THE UNITED MEXICAN STATES FOR INVESTMENT PURPOSES. THE FAIR MARKET VALUE OF THIS INVESTMENT IS SHOWN ON SCHEDULE F, PART I, LINE 3, ITEM (1), COLUMN (F). |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE F, PAGE 1, PART I, LINE 3 |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE F, PAGE 5, PART V |
| IRS990ScheduleF/TotalSpentAmt | 0 | 72590 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 101604 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 42901 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 16837 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | EDWARD BOYLAN |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | ROBERT MASTERSON |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 2 | PATRICK GILRANE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 3 | THOMAS P GIBLIN |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 4 | CHRIS RUTON |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 3 | ADMINISTRATIVE MGR |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 4 | EMPLOYEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 161342 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | THOMAS P. GIBLIN, ROBERT MASTERSON, EDWARD BOYLAN AND PATRICK GILRANE ARE EMPLOYEES OF IUOE LOCAL 68, AN UNRELATED ORGANIZATION PURSUANT TO IRS REGULATIONS. THEIR DUTIES AS EMPLOYEES OF IUOE LOCAL 68 INCLUDE SITTING ON THE JOINT BOARD OF TRUSTEES OF THE LOCAL 68 ENGINEERS UNION SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND. THEY ARE NOT COMPENSATED BY IUOE LOCAL 68 DIRECTLY FOR THIS RESPONSIBILITY. FORM 990 PART VII SECTION A LINE 1A- CHRIS RUTON IS AN EMPLOYEE OF THE LOCAL 68 ENGINEERS UNION WELFARE FUND BUT ALSO PERFORMS DUTIES FOR THE LOCAL 68 ENGINEERS UNION SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE J, PART III |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 IS REVIEWED AND SIGNED BY THE PLAN ADMINISTRATOR OF THE FUND. IN ADDITION THE BOARD OF TRUSTEES OF THE FUND REVIEW AND APPROVE THE FILING AT THE NEXT REGULARLY SCHEDULED TRUSTEE MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE COMPENSATION OF THE ADMINISTRATIVE MANAGER IS SUBJECT TO THE REVIEW AND APPROVAL OF THE JOINT BOARD OF TRUSTEES. CURRENTLY THE ADMINISTRATIVE MANAGER IS NOT BEING COMPENSATED BY THE FUND. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PLAN MAKES GOVERNING DOCUMENTS,POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO PLAN PARTICIPANTS AS REQUIRED BY LAW. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | false |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 3 | false |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 1 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 2 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 3 | NA |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | LOCAL 68 ENGINEERS UNION ANNUITY FD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | LOCAL 68 ENGINEERS UNION PENSION FD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 3 | LOCAL 68 ENGINEERS UNION EDUCATION |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 510176618 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501C9 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 2 | 501C9 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 3 | 501C3 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 3 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | WELFARE FD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | RETIRE PLN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | RETIRE PLN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 3 | EDUCATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 2 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 14 FAIRFIELD PLACE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 14 FAIRFIELD PLACE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 14 FAIRFIELD PLACE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 3 | 14 FAIRFIELD PLACE |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | WEST CALDWELL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | WEST CALDWELL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | WEST CALDWELL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 3 | WEST CALDWELL |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | NJ |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 3 | NJ |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 07006 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 3 | 07006 |
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| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | true |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | true |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | true |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | true |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 57637 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 55400 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | ACTUAL |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | ACTUAL |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | LOCAL 68 ENG WELFARE FUND |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | LOCAL 68 ENG WELFARE FUND |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | P |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | O |
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| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 53860780 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 49497702 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 53860780 |
| IRS990/TotalCompGreaterThan150KInd | 0 | true |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 929416 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 33261 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 38161 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 33261 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 38161 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 49464441 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 53822619 |
| IRS990/TotalOtherCompensationAmt | 0 | 59738 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 929416 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 191563 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2933268 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 2933268 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 49497702 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 53860780 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 101604 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | WWW.LOCAL68.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THOMAS P GIBLIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | ADMINISTRATIVE MGR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9732276426 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-04-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LOCAL 68 ENGINEERS UNION SUPPLEM- |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ENTAL UNEMPLOYMENT BENEFIT FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOCA |
| ReturnHeader/Filer/EIN | 0 | 223270952 |
| ReturnHeader/Filer/PhoneNum | 0 | 9732276426 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.