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Nonprofiteer
← IUOE LOCAL 30 BENEFITS FUND

Form 990 for tax year 2023

Filed by IUOE LOCAL 30 BENEFITS FUND.

Totals

Total revenue
$82,226,265
Total expenses
$79,798,947
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$78,063,115
Investment income
$4,163,150
Other revenue
$0
Total assets, end of year
$116,014,132
Total liabilities, end of year
$900,723
Net assets or fund balances, end of year
$115,113,409
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 $77,540,521 · related or exempt $77,540,521

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $407,816 · related or exempt $407,816

  • 2c · Program service revenue: SUBROGATION SETTLEMENT

    total $114,778 · related or exempt $114,778

  • 3 · Investment income

    total $1,142,071 · excluded $1,142,071

  • 7a · Gross sales of assets other than inventory

    securities $4,500,018

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

    securities $1,478,939

  • 7c · Gain or loss

    securities $3,021,079

  • 7d · Net gain or loss

    total $3,021,079 · excluded $3,021,079

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $77,619,320

  • 5 · Compensation of officers, directors and key employees

    total $92,458

  • 7 · Other salaries and wages

    total $608,561

  • 8 · Pension plan contributions

    total $208,302

  • 9 · Other employee benefits

    total $79,616

  • 10 · Payroll taxes

    total $53,963

  • 11b · Fees: legal

    total $81,236

  • 11c · Fees: accounting

    total $277,188

  • 11f · Fees: investment management

    total $70,856

  • 11g · Fees: other

    total $84,500

  • 13 · Office expenses

    total $165,436

  • 14 · Information technology

    total $51,320

  • 16 · Occupancy

    total $201,833

  • 17 · Travel

    total $8,505

  • 19 · Conferences, conventions and meetings

    total $49,053

  • 22 · Depreciation, depletion and amortization

    total $77,156

  • 23 · Insurance

    total $49,079

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

    total $20,565

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,936

  • 2 · Savings and temporary cash investments

    beginning of year $7,348,978 · end of year $10,906,211

  • 4 · Accounts receivable

    beginning of year $13,173,106 · end of year $13,770,520

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,289 · end of year $14,906

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

    $1,184,086

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

    $960,305

  • 10c · Land, buildings and equipment, net

    beginning of year $300,937 · end of year $223,781

  • 11 · Investments: publicly traded securities

    beginning of year $30,910,059 · end of year $32,736,831

  • 12 · Investments: other securities

    beginning of year $53,160,511 · end of year $58,361,883

  • 17 · Accounts payable and accrued expenses

    beginning of year $206,266 · end of year $310,683

  • 25 · Other liabilities

    beginning of year $55,966 · end of year $590,040

  • 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 $104,759,584 · end of year $115,113,409

Mission and programs · 2023

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 2023 return.

Listed in Part VII

  • William Lynn

    UNION TRUSTEE - CHAIRMAN

    Total calculated
    $534,586
    From this org
    $0
    From related orgs
    $417,058
    Other
    $117,528
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,058 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $101,928 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $534,586 related

  • Robert Moccio

    UNION TRUSTEE

    Total calculated
    $381,782
    From this org
    $0
    From related orgs
    $290,339
    Other
    $91,443
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,339 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $75,843 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $381,782 related

  • Robert Wilson

    UNION TRUSTEE

    Total calculated
    $352,376
    From this org
    $0
    From related orgs
    $265,781
    Other
    $86,595
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,781 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $70,995 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $352,376 related

  • Kevin Cruse

    UNION TRUSTEE

    Total calculated
    $347,242
    From this org
    $0
    From related orgs
    $261,538
    Other
    $85,704
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,538 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $70,104 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $347,242 related

  • Dana Sanders

    UNION TRUSTEE

    Total calculated
    $336,460
    From this org
    $0
    From related orgs
    $252,628
    Other
    $83,832
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,628 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $68,232 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $336,460 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

  • Fred Ward

    EMPLOYER TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1

  • Darren Turton

    FUND ADMINISTRATOR

    Total calculated
    $308,193
    From this org
    $69,080
    From related orgs
    $161,187
    Other
    $77,926
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $69,080 + $161,187 related
    Bonus
    $0
    Other
    $0
    Deferred
    $18,698 + $43,628 related
    Nontaxable benefits
    $4,680 + $10,920 related
    Filer's total
    $92,458 + $215,735 related

  • Donna Owens

    BENEFITS FUND COORDINATOR

    Total calculated
    $215,986
    From this org
    $112,441
    From related orgs
    $39,506
    Other
    $64,039
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $112,441 + $39,506 related
    Bonus
    $0
    Other
    $0
    Deferred
    $35,845 + $12,594 related
    Nontaxable benefits
    $11,544 + $4,056 related
    Filer's total
    $159,830 + $56,156 related

  • Arthur J Nittolo

    BENEFITS EMPLOYEE

    Total calculated
    $212,612
    From this org
    $0
    From related orgs
    $145,976
    Other
    $66,636
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,976 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $51,036 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $212,612 related

  • James C O'Hare

    BENEFITS EMPLOYEE

    Total calculated
    $209,101
    From this org
    $136,896
    From related orgs
    $0
    Other
    $72,205
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,896
    Bonus
    $0
    Other
    $0
    Deferred
    $56,605
    Nontaxable benefits
    $15,600
    Filer's total
    $209,101

  • Colleen Brindisi

    BENEFITS EMPLOYEE

    Total calculated
    $179,034
    From this org
    $0
    From related orgs
    $123,042
    Other
    $55,992
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,042 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,392 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $179,034 related

  • Yusuf Carter

    BENEFITS EMPLOYEE

    Total calculated
    $170,140
    From this org
    $0
    From related orgs
    $121,560
    Other
    $48,580
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,560 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,980 related
    Nontaxable benefits
    $0 + $15,600 related
    Filer's total
    $0 + $170,140 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
2023
Filed
1 May 2024
IRS schema version
2023v5.0
Source object
202411229349301231

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