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← LOCAL 1205 WELFARE PLAN

Form 990 for tax year 2022

Filed by LOCAL 1205 WELFARE PLAN.

Totals

Total revenue
$18,673,194
Total expenses
$19,292,403
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,783,417
Investment income
$889,777
Other revenue
$0
Total assets, end of year
$36,055,749
Total liabilities, end of year
$4,476,466
Net assets or fund balances, end of year
$31,579,283
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 $17,363,874 · related or exempt $17,363,874

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $292,717 · related or exempt $292,717

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $126,826 · related or exempt $126,826

  • 3 · Investment income

    total $631,531 · excluded $631,531

  • 7a · Gross sales of assets other than inventory

    securities $3,194,642

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

    securities $2,936,396

  • 7c · Gain or loss

    securities $258,246

  • 7d · Net gain or loss

    total $258,246 · excluded $258,246

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $18,505,061

  • 7 · Other salaries and wages

    total $237,822

  • 8 · Pension plan contributions

    total $33,986

  • 9 · Other employee benefits

    total $59,475

  • 10 · Payroll taxes

    total $19,918

  • 11b · Fees: legal

    total $58,666

  • 11c · Fees: accounting

    total $39,063

  • 11f · Fees: investment management

    total $34,971

  • 11g · Fees: other

    total $71,792

  • 13 · Office expenses

    total $68,331

  • 14 · Information technology

    total $80,039

  • 16 · Occupancy

    total $51,706

  • 19 · Conferences, conventions and meetings

    total $1,972

  • 22 · Depreciation, depletion and amortization

    total $3,840

  • 23 · Insurance

    total $25,761

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,334,757 · end of year $2,091,553

  • 2 · Savings and temporary cash investments

    beginning of year $1,391 · end of year $180,476

  • 4 · Accounts receivable

    beginning of year $1,644,145 · end of year $1,830,841

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,527 · end of year $22,425

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

    $160,245

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

    $128,408

  • 10c · Land, buildings and equipment, net

    beginning of year $35,678 · end of year $31,837

  • 11 · Investments: publicly traded securities

    beginning of year $13,772,111 · end of year $13,585,477

  • 12 · Investments: other securities

    beginning of year $15,800,715 · end of year $18,313,140

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,543 · end of year $57,939

  • 25 · Other liabilities

    beginning of year $4,012,880 · end of year $4,418,527

  • 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 $29,569,901 · end of year $31,579,283

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

As filed on the 2022 return.

Listed in Part VII

  • Daniel Decrotie

    TRUSTEE

    Total calculated
    $129,550
    From this org
    $0
    From related orgs
    $97,502
    Other
    $32,048
    Hours/week
    2 + 38 related

  • Thomas Carberry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Diana Puglisi

    FUND MANAGER

    Total calculated
    $112,804
    From this org
    $0
    From related orgs
    $98,510
    Other
    $14,294
    Hours/week
    28 + 12 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.

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.

  • LOCAL 1205 IBT

    501(C)(5) · LABOR UNION · NY

  • LOCAL 1205 PENSION FUND

    501(A) · PENSION FUND · NY

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 corporations and trusts

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

  • ANRON AIR SYSTEM INC

    CONTRIBUTING EMPLOYER

  • BLUE DIAMOND SHEET METAL INC

    CONTRIBUTING EMPLOYER

  • BLUELINX

    CONTRIBUTING EMPLOYER

  • C&H RENTALS & LEASINGLLC

    CONTRIBUTING EMPLOYER

  • CERCO PRODUCTS INC

    CONTRIBUTING EMPLOYER

  • CONTRACTORS SHEET METAL LLC

    CONTRIBUTING EMPLOYER

  • CORD CONTRACTING COINC

    CONTRIBUTING EMPLOYER

  • CREATIVE CONSTRUCTION SERVICE

    CONTRIBUTING EMPLOYER

  • DIERKS HEATING COMPANY INC

    CONTRIBUTING EMPLOYER

  • DURHAM SCHOOL SERVICES

    CONTRIBUTING EMPLOYER

  • DYKES LUMBER COMPANY INC

    CONTRIBUTING EMPLOYER

  • EASTERN METALWORKS INC

    CONTRIBUTING EMPLOYER

  • FAMILY LBR & BUILDING MATERIAL

    CONTRIBUTING EMPLOYER

  • FERGUSON HAULING CORP

    CONTRIBUTING EMPLOYER

  • FIRST GRP AMERICAFIRST STUDENT

    CONTRIBUTING EMPLOYER

  • FIRST STUDENTFREEPORT-B

    CONTRIBUTING EMPLOYER

  • FRP SHEET METAL CONTRACTING CO

    CONTRIBUTING EMPLOYER

  • GLENDALE LUMBER CO INC

    CONTRIBUTING EMPLOYER

  • HERITAGE MECHANICAL SERVICES

    CONTRIBUTING EMPLOYER

  • ITC

    CONTRIBUTING EMPLOYER

  • ICE AIR LLC

    CONTRIBUTING EMPLOYER

  • INDUSTRIAL THREADED

    CONTRIBUTING EMPLOYER

  • ISLAND ARCHITECTURAL WOODWORK

    CONTRIBUTING EMPLOYER

  • KINGS MATERIAL HANDLING CORP

    CONTRIBUTING EMPLOYER

  • KLEET LUMBER CO INC

    CONTRIBUTING EMPLOYER

  • L MARTONE & SONS INC

    CONTRIBUTING EMPLOYER

  • LOCAL 1205 IBT

    CONTRIBUTING EMPLOYER

  • LOCAL 1205 TRUST FUNDS

    CONTRIBUTING EMPLOYER

  • P I MECHANICAL CORP

    CONTRIBUTING EMPLOYER

  • PB VENTILATING SYSTEM

    CONTRIBUTING EMPLOYER

  • PACKARD FLOORING SUPPLY CO INC

    CONTRIBUTING EMPLOYER

  • RAEL AUTOMATIC SPRINKLER CO

    CONTRIBUTING EMPLOYER

  • RIVERHEAD BUILDING SUPPLY CORP

    CONTRIBUTING EMPLOYER

  • RUSSIN LUMBER CORP

    CONTRIBUTING EMPLOYER

  • S W ANDERSON SALES CORP

    CONTRIBUTING EMPLOYER

  • SEA BREEZE MECH CORP

    CONTRIBUTING EMPLOYER

  • STERLING INDUSTRIES INC

    CONTRIBUTING EMPLOYER

  • SUFFOLK CEMENT PRODUCTS INC

    CONTRIBUTING EMPLOYER

  • SUPER ENTERPRISES-USAINC

    CONTRIBUTING EMPLOYER

  • THE NEW SCHOOL UNIVERSITY

    CONTRIBUTING EMPLOYER

  • TRIPLE S AIR SYSTEMS INC

    CONTRIBUTING EMPLOYER

  • TULNOY LUMBER INC

    CONTRIBUTING EMPLOYER

  • WE TOWNE

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2022
Filed
27 November 2023
IRS schema version
2022v5.0
Source object
202303319349300245

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