2023-11-03T08:55:28-05:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2022-01-01 135530847 BOARD OF TRUSTEES OF SMW LU NO 28 WELFARE FUND SHEE 5167429478 195 MINEOLA BLVD MINEOLA NY 115012524 ERIC MESLIN TRUSTEE 5167429478 2023-09-28 1 ERIC MESLIN 999009999 0 MARK BATLINER P01455172 2126951300 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC MESLIN 195 MINEOLA BLVD MINEOLA NY 115012524 111768327 0 X N/A X 1948 NY TO PROVIDE MEMBERS WITH HEALTH AND WELFARE BENEFITS. 10 5 50 0 0 0 0 0 70115881 66749358 8631689 -912824 25014 12063 78772584 65848597 0 0 83671606 77585810 1571870 1465236 0 0 0 1877308 1987582 87120784 81038628 -8348200 -15190031 184952808 151570241 4852159 3350452 180100649 148219789 TO PROVIDE MEMBERS WITH HEALTH AND WELFARE BENEFITS. 0 0 TO PROVIDE MEMBERS WITH HEALTH AND WELFARE BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 17 0 1 50 1 0 0 0 0 0 0 0 0 X 10 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5167429478 195 MINEOLA BLVD MINEOLA NY 115012524 FRANK NARCISO TRUSTEE 1.00 39.00 X 0 0 0 MAUREEN O'CONNOR TRUSTEE 1.00 39.00 X 0 0 0 WILLIAM ROTHBERG TRUSTEE 1.00 X 0 0 0 RAYMOND MINIERI TRUSTEE 1.00 39.00 X 0 86040 74562 FRANK NITTO TRUSTEE 1.00 39.00 X 0 85636 74562 RALPH TORTORA TRUSTEE 1.00 39.00 X 0 178428 142890 JOHN HAUSER TRUSTEE 1.00 39.00 X 0 0 0 JAMES K ESTABROOK TRUSTEE 1.00 X 0 0 0 ERIC MESLIN TRUSTEE 1.00 39.00 X 0 231325 179474 SALVATORE STARACE TRUSTEE 1.00 39.00 X 0 193529 155084 GLEN CAMISA EXECUTIVE DIRECTOR 40.00 X 196000 0 89863 JENNIFER BLAKE OFFICE MANAGER 40.00 X 140415 0 17934 ROBERT KATUNA EMPLOYEE 40.00 X 105202 0 15925 CARLOS ANDRADE EMPLOYEE 40.00 X 140924 0 17963 582541 774958 768257 4 0 1 0 0 EMPLOYER CONTRIBUTIONS 230000 63424066 63424066 RETIREE AND COBRA CONTRIBUTIONS 230000 3325292 3325292 66749358 2979327 2979327 42027579 45919730 -3892151 -3892151 -3892151 OTHER INCOME 900099 12063 12063 12063 65848597 66749358 0 -900761 77585810 171615 965350 142426 105806 80039 243157 144535 211854 52000 235881 144525 71240 3782 83695 54325 THIRD PARTY ADMINISTRAT 648879 MEDICAL CONSULTING 93709 81038628 18429292 13996937 11648206 11643458 6201299 5904320 10565 9481 5164703 4101028 1194552 1063675 147468894 118952370 184952808 151570241 422866 379514 1349748 910562 3079545 2060376 4852159 3350452 X 0 0 0 0 180100649 148219789 180100649 148219789 184952808 151570241 -15190031 -16690829 0 X X 0 1 X 0 0 1297635 481464 816171 3867068 3619564 247504 1063675 EMPLOYERS SECURITY DEPOSITS PAYABLE 658940 DUE TO AFFILIATES 1338204 DUE TO OTHER ORGANIZATIONS 63232 2060376 X 48945914 -16690829 -16690829 65636743 211854 211854 65848597 80826774 0 80826774 211854 211854 81038628 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2019 THROUGH 2021 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD. X 0 0 0 ERIC MESLIN TRUSTEE 0 184135 0 0 0 47190 0 135008 0 44466 0 410799 0 0 SALVATORE STARACE TRUSTEE 0 153446 0 0 0 40083 0 112915 0 42169 0 348613 0 0 RALPH TORTORA TRUSTEE 0 137896 0 0 0 40532 0 101870 0 41020 0 321318 0 0 GLEN CAMISA EXECUTIVE DIRECTOR 196000 0 0 0 0 0 78526 0 11337 0 285863 0 0 0 RAYMOND MINIERI TRUSTEE 0 69384 0 0 0 16656 0 53519 0 21043 0 160602 0 0 FRANK NITTO TRUSTEE 0 69384 0 0 0 16252 0 53519 0 21043 0 160198 0 0 CARLOS ANDRADE EMPLOYEE 140924 0 0 0 0 0 8043 0 9920 0 158887 0 0 0 JENNIFER BLAKE OFFICE MANAGER 140415 0 0 0 0 0 8014 0 9920 0 158349 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, FORM 8879-EO IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE IS REVIEWED ANNUALLY AT MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED. SMW LOCAL 28 ANNUITY FUND 195 MINEOLA BLVD MINEOLA NY 11501 133073165 PROVIDE RETIREMENT BENEFITS FOR LU 28 MEMBERS 401 (A) 0 SMW LOCAL 28 PENSION FUND 195 MINEOLA BLVD MINEOLA NY 11501 112480671 PROVIDE RETIREMENT BENEFITS FOR LU 28 MEMBERS 401 (A) 0 SMW LOCAL 28 500 GREENWICH STREET SUITE 502 NEW YORK NY 10013 135388240 ORGANIZE SHEET METAL WORKERS IN THE NYC AREA 501(C)(5) 0 A LISS & CO INC CONTRIBUTING EMPLOYER 0 AABCO SHEET METAL CONTRIBUTING EMPLOYER 0 ACCURATE SPECIALTY DAMPER CONTRIBUTING EMPLOYER 0 ACS SYSTEM ASSOCIATES CONTRIBUTING EMPLOYER 0 ADAMS EUROPEAN CONTRACTING INC CONTRIBUTING EMPLOYER 0 ADVANCED T & B ENERGY CONSULT CONTRIBUTING EMPLOYER 0 AIR PERFECT TOTAL SYSTEMS CORP CONTRIBUTING EMPLOYER 0 AIR PERFECT T & B CONTRIBUTING EMPLOYER 0 AIRFLEX CORPORATION CONTRIBUTING EMPLOYER 0 AIRPATH TESTING SERVICES INC CONTRIBUTING EMPLOYER 0 AIRTIGHT LLC CONTRIBUTING EMPLOYER 0 ALL CITY TESTING & BALANC CONTRIBUTING EMPLOYER 0 ALLIANCE SHEET METAL CONTRIBUTING EMPLOYER 0 ALLIANCE TRI STATE CONSTRUCTION CONTRIBUTING EMPLOYER 0 ALLSTATE REST SERV CONTRIBUTING EMPLOYER 0 ALPINE ENTERPRISES NY LTD CONTRIBUTING EMPLOYER 0 AMH MECHANICAL CONTRACTING INC CONTRIBUTING EMPLOYER 0 ANRON AIR SYSTEMS CONTRIBUTING EMPLOYER 0 ARLAN DAMPER CORP CONTRIBUTING EMPLOYER 0 ARMSTRONG ROOFING CORP CONTRIBUTING EMPLOYER 0 ARMY CONSTRUCTION LLC CONTRIBUTING EMPLOYER 0 ASSOCIATED T&B CONTRIBUTING EMPLOYER 0 AWL SHEET METAL CORP CONTRIBUTING EMPLOYER 0 BAMCO INC CONTRIBUTING EMPLOYER 0 BERJEN METAL IND CONTRIBUTING EMPLOYER 0 BLUE DIAMOND SHEET METAL CONTRIBUTING EMPLOYER 0 BO GUARDS MECHANICAL LLC CONTRIBUTING EMPLOYER 0 C & F FABRICATORS CONTRIBUTING EMPLOYER 0 C & L CONTRACTING CORP CONTRIBUTING EMPLOYER 0 CELTIC SHEET METAL CONTRIBUTING EMPLOYER 0 CENTER SHEET METAL CONTRIBUTING EMPLOYER 0 CENTRAL MECHANICAL SYSTEMS INC CONTRIBUTING EMPLOYER 0 CHAPMAN & EVANS INC CONTRIBUTING EMPLOYER 0 COMMERCIAL INSTRUMENTATION SV CONTRIBUTING EMPLOYER 0 COMPLETE SPIRAL MANUFACTURING CONTRIBUTING EMPLOYER 0 CONTRACTORS SMLLC CONTRIBUTING EMPLOYER 0 CORE INSTALLATION CONTRIBUTING EMPLOYER 0 CROSS COUNTRY FOOD SERV CONTRIBUTING EMPLOYER 0 CUSTOM EXTERIOR SYSTEMS CONTRIBUTING EMPLOYER 0 CW SHEET METAL INC CONTRIBUTING EMPLOYER 0 D & G SHEET METAL CONTRIBUTING EMPLOYER 0 DEERPATH CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 DELTA SHEET METAL CONTRIBUTING EMPLOYER 0 DKM STEEL CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 DOME SHEET METAL CONTRIBUTING EMPLOYER 0 DONCO INC CONTRIBUTING EMPLOYER 0 EAGLE ONE ROOFING CONTR INC CONTRIBUTING EMPLOYER 0 EAST BAY MECHANICAL CONTRIBUTING EMPLOYER 0 EASTERN METAL WORKS CONTRIBUTING EMPLOYER 0 EMPIRE CONTROL ABATEMENT INC CONTRIBUTING EMPLOYER 0 EMPIRE DUCT SYSTEMS LLC CONTRIBUTING EMPLOYER 0 ENERGY METAL SPECIALTIES CONTRIBUTING EMPLOYER 0 ENGINEERED WALL SYSTEMS MIDWEST INC CONTRIBUTING EMPLOYER 0 FRP SHEET METAL CONTRIBUTING EMPLOYER 0 FAHRENHEIT MECHANICAL CONTRIBUTING EMPLOYER 0 FOOD EQUIPMENT INSTALLATIONS CONTRIBUTING EMPLOYER 0 FAXA INC CONTRIBUTING EMPLOYER 0 GABRIEL STEEL ERECTORS INC CONTRIBUTING EMPLOYER 0 GEM ROOFING & WATER PROOFING CONTRIBUTING EMPLOYER 0 GEM-QUALITY CORPORTATION CONTRIBUTING EMPLOYER 0 GENTLEMEN SHEET METAL LTD CONTRIBUTING EMPLOYER 0 GERARD SHEET METAL FAB INC CONTRIBUTING EMPLOYER 0 GUYTEC STEEL CONTRIBUTING EMPLOYER 0 H KLEIN & SONS INC CONTRIBUTING EMPLOYER 0 HD HVAC OF NY INC CONTRIBUTING EMPLOYER 0 HERITAGE MECHANICAL CONTRIBUTING EMPLOYER 0 HI TECH DATA FLOORS INC CONTRIBUTING EMPLOYER 0 HIGH VELOCITY CONTRIBUTING EMPLOYER 0 IMPERIAL DAMPER & LOUVRE CONTRIBUTING EMPLOYER 0 IMPERIUM CONSTRUCTION INC CONTRIBUTING EMPLOYER 0 INDEPENDENT TESTING & BALANCING CORP CONTRIBUTING EMPLOYER 0 INFINITY CONTRACTING SERVICES CONTRIBUTING EMPLOYER 0 INSTALLATION 10 INC CONTRIBUTING EMPLOYER 0 INTERNATIONAL TESTING AND BALANCING LIMITED CONTRIBUTING EMPLOYER 0 ISLAND BREEZE MECHANICAL SERVICE CONTRIBUTING EMPLOYER 0 JANSONS ASSOCIATES CONTRIBUTING EMPLOYER 0 JC STEEL CORPORATION CONTRIBUTING EMPLOYER 0 JESLIN LLC CONTRIBUTING EMPLOYER 0 JY MECHANICAL INC CONTRIBUTING EMPLOYER 0 KARO SHEET METAL CONTRIBUTING EMPLOYER 0 KARP ASSOCIATES INC CONTRIBUTING EMPLOYER 0 KNICKERBOCKER PARTITION CORP CONTRIBUTING EMPLOYER 0 KOSHER HVAC COPR CONTRIBUTING EMPLOYER 0 L MARTONE & SONS INC CONTRIBUTING EMPLOYER 0 MAXIMUM METAL MFRS INC CONTRIBUTING EMPLOYER 0 LEADER SHEET METAL CONTRIBUTING EMPLOYER 0 LIBERTY DUCTWORK CONTRIBUTING EMPLOYER 0 LIFFEY SHEET METAL CONTRIBUTING EMPLOYER 0 M&A METALS INC CONTRIBUTING EMPLOYER 0 MAJESTIC SHEET METAL CORP CONTRIBUTING EMPLOYER 0 MET SALES & INSTALLATIONS CORP CONTRIBUTING EMPLOYER 0 METRO-AIRE SYSTEMS CONTRIBUTING EMPLOYER 0 METROPOLITAN CONSTRUCTION SYSTEMS INC CONTRIBUTING EMPLOYER 0 MIDTOWN HVAC ENTERPRISES LTD CONTRIBUTING EMPLOYER 0 NICHOLSON-GALLOWAYIND CONTRIBUTING EMPLOYER 0 NORTH SHORE CLIMATE CONTROL INC CONTRIBUTING EMPLOYER 0 NORTHEAST RESTORATION CORP CONTRIBUTING EMPLOYER 0 NU-TECH FURNISHINGS INC CONTRIBUTING EMPLOYER 0 NY CHUTES LLC CONTRIBUTING EMPLOYER 0 NORTHWEST SHEET METAL CONTRIBUTING EMPLOYER 0 ORNAMENTAL INSTALLATION SPEC CONTRIBUTING EMPLOYER 0 PABCO CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 PARAGON SHEET METAL INC CONTRIBUTING EMPLOYER 0 PB VENTILATING SYS CONTRIBUTING EMPLOYER 0 PC TESTING & BALANCING INC CONTRIBUTING EMPLOYER 0 PEEPELS MECHANICAL CONTRIBUTING EMPLOYER 0 PERMASTEELISA NORTH AMERICA CORP CONTRIBUTING EMPLOYER 0 POWER SHEET METAL INC CONTRIBUTING EMPLOYER 0 PRECISION TAB SERVICES INC CONTRIBUTING EMPLOYER 0 PRECISION TEST & BAL OF NY CONTRIBUTING EMPLOYER 0 RAMS MECHANICAL INC CONTRIBUTING EMPLOYER 0 RAY INDUSTRIAL SERVICES CONTRIBUTING EMPLOYER 0 RELATED SERVICES LLC CONTRIBUTING EMPLOYER 0 SAN SEBASTIAN ENTERPRISE LTD CONTRIBUTING EMPLOYER 0 ROMAR SHEET METAL CONTRIBUTING EMPLOYER 0 SASMI CONTRIBUTING EMPLOYER 0 SEA BREEZE MECHANICAL COR CONTRIBUTING EMPLOYER 0 SEFI FABRICATORS DBAP&M CONTRIBUTING EMPLOYER 0 SHARP MECHANICAL SERVICES CONTRIBUTING EMPLOYER 0 SMS SHEET METAL INC CONTRIBUTING EMPLOYER 0 SKY KING SKYLIGHTS INC CONTRIBUTING EMPLOYER 0 SMW LOCAL 28 EDUCATION FUND CONTRIBUTING EMPLOYER 0 SMW LOCAL 28 GENERAL FUND CONTRIBUTING EMPLOYER 0 SMW LOCAL 28 LABOR MANAGEMENT CONTRIBUTING EMPLOYER 0 SMW LOCAL 28 WELFARE FUND CONTRIBUTING EMPLOYER 0 SPRINGFIELD SMW CONTRIBUTING EMPLOYER 0 STEEL & DUCT FAB CONTRIBUTING EMPLOYER 0 STERLING INDUSTRIES CONTRIBUTING EMPLOYER 0 STEVEN ENTERPRISES INC CONTRIBUTING EMPLOYER 0 STRIKER SHEET METAL II CORP CONTRIBUTING EMPLOYER 0 SUNY AT STONY BROOK CONTRIBUTING EMPLOYER 0 SUPREME RESTORATION SERVICES LTD CONTRIBUTING EMPLOYER 0 TAMEER INC CONTRIBUTING EMPLOYER 0 TAPS EXPRESS CONTRIBUTING EMPLOYER 0 TECH MECHANICAL INC CONTRIBUTING EMPLOYER 0 TECHNICO CONSTRUCTION SERVICES CONTRIBUTING EMPLOYER 0 THE JOBIN ORGANIZATION CONTRIBUTING EMPLOYER 0 THE LUCKY DUCT INC CONTRIBUTING EMPLOYER 0 THE WENIG CO CONTRIBUTING EMPLOYER 0 THEMIS CHIMNEY INC CONTRIBUTING EMPLOYER 0 THERMAL THINKERS CONTRIBUTING EMPLOYER 0 THERMO TECH MECHANICAL CONTRIBUTING EMPLOYER 0 TOMCO MECHANICAL CORP CONTRIBUTING EMPLOYER 0 TOMCO MECHANICAL CORP CONTRIBUTING EMPLOYER 0 TRI STATE SKYLITE INC CONTRIBUTING EMPLOYER 0 TRIPLE S AIR SYSTEMS CONTRIBUTING EMPLOYER 0 TRU SHEET METAL CONTRIBUTING EMPLOYER 0 U & I MECHANICAL CORP CONTRIBUTING EMPLOYER 0 UNIQUE DUCT DESIGN CORP CONTRIBUTING EMPLOYER 0 UNITED SHEET METAL CONTRIBUTING EMPLOYER 0 UNIVERSAL HEATING & AIR CONDITIONING CONTRIBUTING EMPLOYER 0 USA ROOFING CO CORP CONTRIBUTING EMPLOYER 0 VARDARIS TECH INC CONTRIBUTING EMPLOYER 0 WBE SHEET METAL INC CONTRIBUTING EMPLOYER 0 WDF INC CONTRIBUTING EMPLOYER 0 WEICKERT SHEET METAL INC CONTRIBUTING EMPLOYER 0 WELKIN MECHANICALLLC CONTRIBUTING EMPLOYER 0 WHITE ROCK CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 WOLKOW-BRAKER RFG CORP CONTRIBUTING EMPLOYER 0 YOU & US AIR CONDITIONING & REFRIGERATION LLC CONTRIBUTING EMPLOYER 0 ZHL GROUP INC CONTRIBUTING EMPLOYER 0 ZOI CONTRACTING INC CONTRIBUTING EMPLOYER 0 BASCHNAGEL BROS INC CONTRIBUTING EMPLOYER 0 BUILT NYG INC CONTRIBUTING EMPLOYER 0 B & L TESTING AND BALANCING LLC CONTRIBUTING EMPLOYER 0 CORD CONTRACTING CO INC CONTRIBUTING EMPLOYER 0 CROSS COUNTRY FOOD SERVICE INSTALLERS INC CONTRIBUTING EMPLOYER 0 EAI INC CONTRIBUTING EMPLOYER 0 S & N BUILDERS INC CONTRIBUTING EMPLOYER 0 STONEBRIDGE INC CONTRIBUTING EMPLOYER 0 TEDCO MECHANICAL SERVICE CONTRACTORS CONTRIBUTING EMPLOYER 0 ECS INSTALLATIONS LLC CONTRIBUTING EMPLOYER 0 KORDUN CONSTRUCTION CORP CONTRIBUTING EMPLOYER 0 MIDLAND TECH LLC CONTRIBUTING EMPLOYER 0 NEW YORK HVAC SPECIALIST CORP CONTRIBUTING EMPLOYER 0 NATIONAL ENVIRONMENTAL SAFETY CO INC CONTRIBUTING EMPLOYER 0 MJH MECHANICAL CONTRIBUTING EMPLOYER 0 JC STEEL ERECTORS CORP CONTRIBUTING EMPLOYER 0 J & M CUSTOM SHEET METAL LLC CONTRIBUTING EMPLOYER 0 INNOVATIVE CONSTRUCTION & MGMT CO INC CONTRIBUTING EMPLOYER 0 J & M CUSTOM SHEET METAL LLC CONTRIBUTING EMPLOYER 0 INNOVATIVE CONSTRUCTION & MGMT CO INC CONTRIBUTING EMPLOYER 0 GLASMAR STEEL ERECTORS CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 1