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Nonprofiteer
← IUOE LOCAL 30 BENEFITS FUND

Form 990 for tax year 2024

Filed by IUOE LOCAL 30 BENEFITS FUND.

Totals

Total revenue
$97,342,981
Total expenses
$102,553,719
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$84,788,444
Investment income
$12,554,537
Other revenue
$0
Total assets, end of year
$109,151,058
Total liabilities, end of year
$755,730
Net assets or fund balances, end of year
$108,395,328
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $84,363,530 · related or exempt $84,363,530

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $424,914 · related or exempt $424,914

  • 3 · Investment income

    total $1,317,222 · excluded $1,317,222

  • 7a · Gross sales of assets other than inventory

    other assets $21,000,000

  • 7b · Less cost or other basis and sales expenses

    other assets $9,762,685

  • 7c · Gain or loss

    other assets $11,237,315

  • 7d · Net gain or loss

    total $11,237,315 · excluded $11,237,315

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $100,479,225

  • 5 · Compensation of officers, directors and key employees

    total $126,623

  • 7 · Other salaries and wages

    total $500,958

  • 8 · Pension plan contributions

    total $167,997

  • 9 · Other employee benefits

    total $86,218

  • 10 · Payroll taxes

    total $48,141

  • 11b · Fees: legal

    total $81,846

  • 11c · Fees: accounting

    total $224,375

  • 11f · Fees: investment management

    total $75,185

  • 11g · Fees: other

    total $84,500

  • 13 · Office expenses

    total $164,441

  • 14 · Information technology

    total $101,579

  • 16 · Occupancy

    total $211,102

  • 17 · Travel

    total $16,687

  • 19 · Conferences, conventions and meetings

    total $54,646

  • 22 · Depreciation, depletion and amortization

    total $80,799

  • 23 · Insurance

    total $26,434

  • 24a · Other expenses: FEES MANDATED BY THE AF

    total $22,963

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,906,211 · end of year $17,264,428

  • 4 · Accounts receivable

    beginning of year $13,770,520 · end of year $10,836,402

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,906 · end of year $63,618

  • 10a · Land, buildings and equipment: cost or other basis

    $1,209,040

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,042,508

  • 10c · Land, buildings and equipment, net

    beginning of year $223,781 · end of year $166,532

  • 11 · Investments: publicly traded securities

    beginning of year $32,736,831 · end of year $28,350,342

  • 12 · Investments: other securities

    beginning of year $58,361,883 · end of year $52,469,736

  • 17 · Accounts payable and accrued expenses

    beginning of year $310,683 · end of year $243,883

  • 25 · Other liabilities

    beginning of year $590,040 · end of year $511,847

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $115,113,409 · end of year $108,395,328

Mission and programs · 2024

Mission

TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2024 return.

Listed in Part VII

  • William Lynn

    UNION TRUSTEE - CHAIRMAN

    Total calculated
    $547,649
    From this org
    $0
    From related orgs
    $426,856
    Other
    $120,793
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,856 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $105,193 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $547,649 related

  • Robert Moccio

    UNION TRUSTEE

    Total calculated
    $392,120
    From this org
    $0
    From related orgs
    $297,863
    Other
    $94,257
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,863 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $78,657 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $392,120 related

  • Robert Wilson

    UNION TRUSTEE

    Total calculated
    $361,054
    From this org
    $0
    From related orgs
    $272,053
    Other
    $89,001
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,053 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $73,401 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $361,054 related

  • Kevin Cruse

    UNION TRUSTEE

    Total calculated
    $362,170
    From this org
    $0
    From related orgs
    $272,975
    Other
    $89,195
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,975 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $73,595 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $362,170 related

  • Dana Sanders

    UNION TRUSTEE

    Total calculated
    $362,170
    From this org
    $0
    From related orgs
    $272,975
    Other
    $89,195
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,975 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $73,595 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $362,170 related

  • John Culkin

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Howard Fox

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Dileone

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frank Gibbons

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Fred Surace

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Darren Turton

    FUND ADMINISTRATOR

    Total calculated
    $324,674
    From this org
    $94,664
    From related orgs
    $148,064
    Other
    $81,946
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $94,664 + $148,064 related
    Bonus
    $0
    Other
    $0
    Deferred
    $25,758 + $40,288 related
    Nontaxable benefits
    $6,201 + $9,699 related
    Filer's total
    $126,623 + $198,051 related

  • Donna Owens

    BENEFITS FUND COORDINATOR

    Total calculated
    $231,058
    From this org
    $128,558
    From related orgs
    $36,157
    Other
    $66,343
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $128,558 + $36,157 related
    Bonus
    $0
    Other
    $0
    Deferred
    $39,370 + $11,073 related
    Nontaxable benefits
    $12,410 + $3,490 related
    Filer's total
    $180,338 + $50,720 related

  • Arthur J Nittolo

    BENEFITS EMPLOYEE

    Total calculated
    $217,167
    From this org
    $0
    From related orgs
    $153,342
    Other
    $63,825
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,342 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $47,925 related
    Nontaxable benefits
    $0 + $15,900 related
    Filer's total
    $0 + $217,167 related

  • Brigid Ahern

    BENEFITS EMPLOYEE

    Total calculated
    $210,041
    From this org
    $45,632
    From related orgs
    $101,569
    Other
    $62,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $45,632 + $101,569 related
    Bonus
    $0
    Other
    $0
    Deferred
    $14,551 + $32,389 related
    Nontaxable benefits
    $4,929 + $10,971 related
    Filer's total
    $65,112 + $144,929 related

  • Colleen Brindisi

    BENEFITS EMPLOYEE

    Total calculated
    $220,250
    From this org
    $7,476
    From related orgs
    $148,232
    Other
    $64,542
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $7,476 + $148,232 related
    Bonus
    $0
    Other
    $0
    Deferred
    $2,336 + $46,306 related
    Nontaxable benefits
    $763 + $15,137 related
    Filer's total
    $10,575 + $209,675 related

  • Yusuf Carter

    BENEFITS EMPLOYEE

    Total calculated
    $190,159
    From this org
    $0
    From related orgs
    $130,848
    Other
    $59,311
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,848 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,411 related
    Nontaxable benefits
    $0 + $15,900 related
    Filer's total
    $0 + $190,159 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 1616 WSE LLC

    NY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • A & A MAINTENANCE

  • AB FACILITY SERVICES LLC

  • ABLE ENGINEERING SERVICES

  • ABM ENGINEERING SERVICES INC

  • ABM JANITORIAL NORTHEAST SERVICES

  • AEG MANAGEMENT

  • AFCO AVPORTS MANANGMENT LLC

  • AFFINECO LLC

  • ALBERT B ASHFORTH

  • AQUINAS CONSULTING

  • ARAMARK MANAGEMENT SERVICES

  • ARROW ALLIANCE CONSTRUCTION CORPORATION

  • BARHITE & HOLZINGER

  • BMS LLC

  • BROADWAY MALL MANAGEMENT LLC

  • BROOKLYN NAVY YARD

  • BROOKLYN NAVY YARD DEVELOPMENT

  • C&S BUILDING SERVICE

  • C&S BUILDING SERVICES JCM BUSINESS SOLUTIONS

  • C&W SERVICES (FKA DTZ)

  • CALPINE CORPORATION

  • CBRE GWS LLC

  • CBRE INC

  • CLASSICO BUILDING MAINTENANCE INC

  • COMMERCIAL FACILITIES MANAGEMENT

  • CORE FACILTY SERVICES LLC

  • COVANTA ENERGY SERVICE INC

  • CRESCENT BUILDING SERVICES LLC

  • CRS FACILITY SERVICES LLC

  • CUSHMAN & WAKEFIELD INC

  • DAE SUNG LLC

  • DATA SOLUTIONS & TECHNOLOGY INC

  • DAVIS MANAGEMENT COMPANY

  • DAYTON TOWERS CORPORATION

  • DGC OPERATIONS LLC

  • DIAMANTE SERVICES INC

  • EAST RIVER HOUSING

  • EGM SERVICES INC

  • EMPIRE FACILITY SOLUTIONS

  • EMPIRE STATE REALTY OP LP

  • EMPIRE STATE REALTY OP LP

  • ENVIRONMENTAL SERVICE CONCEPTS LLC

  • ETHOSENERGY POWER PLANT SERVICES LLC

  • FEDERATED STORES

  • FIRST QUALITY MAINTENANCE II LLC

  • FITT SCIENTIFIC

  • FLIK INTERNATIONAL A DIVISION OF COMPASS GROUP

  • FOX TELEVISION STATIONS

  • FOXWOODS RESORT CASINO

  • FRESH MEADOW POWER NE LLC

  • G H P REALTY

  • G1 FACILITY SERVICES JFK LLC

  • GEORGE COMFORT & SONS INC

  • GEORGE SHALL MAINTENANCEINC

  • GILBERT INTERNATIONAL

  • GUARDIAN SERVICE INDUSTRIES

  • HINES INTERESTS LIMITED PARTNERSHIP

  • HUNTS POINT COOP MARKET

  • ISS LARKIN FACILTIY SERVICES INC - NJ

  • ISS WORLD ISS FACILTY SERVICES

  • ITC SERVICES INC

  • JONES LANG LA SALLE

  • KENCAL MAINTENANCE CORP

  • LAWRENCE HOSPITAL CENTER

  • LEAGUE OF AMERICAN THEATRES

  • LEITNER - POMA OF AMERICA INC

  • LINEAR CONTRACTING INC

  • MAJOR INTERIORS

  • MASSAPEQUA CENTER LLC

  • MCCONNELL GROUP INC

  • MEC DISTRIBUTION LLC

  • MERIDIAN MANAGEMENT

  • MGM YONKERS INC

  • MICHAEL JAMES INDUSTRIES INC

  • MIDLAND RYE LLC CO GEORGE COMFORT & SONS

  • MIKE'S DISTRIBUTOR SERVICE

  • MJV MECHANICAL LTD

  • MONTEFIORE NYACK HOSPITAL

  • MSG ARENA LLC

  • MUSEUM OF MODERN ART

  • NY RACING ASSOCIATION

  • NAES

  • NAESCENTRIC

  • NEW FULTON FISH MARKET COOP AT HUNTS POINT INC

  • NEW YORK CONVENTION CENTER

  • NORTH SHORE TOWERS

  • NORTHERN MANAGEMENT SERVICES INC

  • OAK VIEW GROUP

  • P & O PORTSITO

  • PJ MECHANICAL

  • PARKCHESTER

  • PENGUIN AIR CONDITIONING CORPORATION

  • PENN CLUB OF NEW YORK INC

  • PERFECT BUILDING MAINTENANCE

  • PRATT INDUSTRIES USA

  • PRIMUS SOLUTIONS INC PLUM ISLAND

  • PRINCIPAL BUILDING SERVICES

  • QUEENS BALLPARK COMPANY LLC

  • QUEENS FRESH MEADOWS LLC

  • RADIO CITY MUSIC HALL

  • RARITAN BUILDING SERVICES CORPORATION

  • RE-ENGINEERED BUSINESS SOLUTIONS INC

  • REXCORP PLAZA SPE LLC

  • RIVER OPERATING COMPANY

  • S L GREEN MANAGEMENT

  • SAKS & COMPANY LLC

  • SDAC

  • SIEMENS ENERGY INC

  • SKAE POWER SOLUTIONS LLC

  • SMG SERVICESLLC FKA SMG MGMT

  • SOLOMON R GUGGENHEIM FOUNDATION

  • SOTHEBYS INC

  • SPITIP 619W54 PROPERTY OWNER LLC CO TACONIC MANAGEMENT COMPANY LLC

  • ST DOMINIC'S FAMILY SERVICES

  • STAMFORD WASHINGTON OFFICE CO GEORGE COMFORT & SONS INC

  • STARRETT CITY ASSOCIATES

  • SUEZ ENERGY FKA TRIGEN -NASSAU ENERGY

  • SULLIVAN HEATING & COOLING LLC

  • TUCS CLEANING SERVICE

  • THE STONE GROUP

  • TISHMAN SPEYER PROPERTIES LP

  • TRIFONT CENTRAL REALTY CORPORATION

  • TRINITY BUILDING MANAGEMENT

  • TRUMP INTERNATIONAL HOTEL

  • UG2

  • VELOCITI

  • VEOLIA ENERGY NORTH AMERICA

  • VERNON BOULEVARD REALTY

  • WESTBURY INVESTORS LLC

  • YUKON FIRE PROTECTION SERVICES INC

Provenance

Return type
form_990
Tax year
2024
Filed
8 May 2025
IRS schema version
2024v5.1
Source object
202541289349302309

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