2023-09-18T15:30:22-05:00 2022-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-01-01 043432489 INTERNATIONAL UNION OF OPERATING ENG LOCAL 98 EMPLOYERS COOPERATIVE TRUST INTE 4139983230 PO BOX 1290 SOUTHWICK MA 010771290 KARA RICHOTTE FUND ADMINISTRATOR 4139983230 2023-09-18 1 KARA RICHOTTE 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KARA RICHOTTE PO BOX 1290 SOUTHWICK MA 010771290 395323 0 X WWW.IUOELOCAL98.ORG X 1998 MA TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, PRESERVE EMPLOYMENT SECURITY, ENHANCE ECONOMIC DEVELOPMENT IN THE COMMUNITY AND IMPROVE COMMUNICATION WITH RESPECT TO INDIVIDUAL ADVANCEMENTS, AND TO PROMOTE THE ECONOMIC COMPETITIVENESS OF OPERATING ENGINEERS AND EMPLOYERS IN THE INDUSTRY, PRIMARILY BY AWARDING GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION. 4 4 0 0 0 0 0 0 287125 393080 1221 2243 0 0 288346 395323 158007 186769 0 0 0 0 0 0 0 47533 48667 205540 235436 82806 159887 546923 710837 18532 22559 528391 688278 X TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, PRESERVE EMPLOYMENT SECURITY, ENHANCE ECONOMIC DEVELOPMENT IN THE COMMUNITY AND IMPROVE COMMUNICATION WITH RESPECT TO INDIVIDUAL ADVANCEMENTS, AND TO PROMOTE THE ECONOMIC COMPETITIVENESS OF OPERATING ENGINEERS AND EMPLOYERS IN THE INDUSTRY, PRIMARILY BY AWARDING GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION. 0 0 TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, PRESERVE EMPLOYMENT SECURITY, ENHANCE ECONOMIC DEVELOPMENT IN THE COMMUNITY AND IMPROVE COMMUNICATION WITH RESPECT TO INDIVIDUAL ADVANCEMENTS, AND TO PROMOTE THE ECONOMIC COMPETITIVENESS OF OPERATING ENGINEERS AND EMPLOYERS IN THE INDUSTRY, PRIMARILY BY AWARDING GRANTS TO ELIGIBLE EMPLOYERS WHO ARE COLLECTIVELY BARGAINED WITH THE UNION. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X KARA RICHOTTE ADMINISTRATOR 4139983230 PO BOX 1290 SOUTHWICK MA 010771290 WILLIAM D FAY UNION TRUSTEE/CHAIRMAN 1.00 3.00 X 0 0 0 DARRIN AUGER UNION TRUSTEE EFF 12/22 1.00 3.00 X 0 0 0 KEITH HANCOCK UNION TRUSTEE THRU 12/22 1.00 3.00 X 0 0 0 JENNA RAHKONEN EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 MICHELLE THORNE EMPLOYER TRUSTEE THRU 5/22 1.00 3.00 X 0 0 0 KARA RICHOTTE FUND ADMINISTRATOR 1.00 39.00 X 0 108282 77163 0 108282 77163 0 0 1 0 0 EMPLOYERS' CONTRIB 237310 393080 393080 393080 2243 2243 395323 393080 0 2243 186769 1831 12000 12 2526 NET REIMBURSED EXP 27701 PUBLICATIONS 4597 235436 35227 18117 473104 647719 36000 45001 2592 0 546923 710837 18532 19221 3338 18532 22559 X 528391 688278 528391 688278 546923 710837 159887 0 X 0 1 X 1 0 0 395323 0 395323 0 395323 235436 0 235436 0 235436 1 AJ VIRGILO CONSTRUCTION INC 86 SUMMIT LOCK ROAD WESTFIELD MA 01085 043218049 27726 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY DAVID G ROACH & SONS INC 99 BARRE DEPOT ROAD PO BOX 359 S BARRE MA 01074 043157791 14223 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY JACK GONCALVES & SONS INC 72 MUNSING STREET LUDLOW MA 01056 042496163 49997 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY JH MAXYMILLIAN INC 1801 EAST STREET PITTSFIELD MA 01201 042458112 24642 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY LUDLOW CONSTRUCTION CO INC 19 CARMELINAS CIRCLE LUDLOW MA 01056 043147780 15342 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY. NORTHEAST CONTRACTORS INC 100 MOODY STREET LUDLOW MA 01056 042641190 39885 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY. MASS WEST CONSTRUCTION INC 50 WEST STATE STREET PO BOX 889 GRANBY MA 01033 542169697 14953 0 TO SUCCESSFULLY BID AND OBTAIN JOBS IN CONSTRUCTION INDUSTRY X 0 0 0 KARA RICHOTTE FUND ADMINISTRATOR 0 107741 0 541 0 0 0 50017 0 27146 0 185445 0 0 FORM 990, SCHEDULE J, SUPPLEMENTAL INFORMATION: KARA RICHOTTE RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THE RELATED PENSION, ANNUITY, COOPERATIVE TRUST, TRAINING AND WELFARE FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE WELFARE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE COOPERATIVE TRUST'S PORTION OF THESE EXPENSES IS 2% OF THE GROSS AMOUNTS DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE BUSINESS MANAGER OF THE UNION AND BY EMPLOYER ASSOCIATIONS. WHENEVER ANY VACANCIES OCCUR AMONG THE EMPLOYER TRUSTEES, SUCCESSOR TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE ADMINISTRATOR WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY SHALL BE PERFORMED. ANNUAL AFFIRMATIONS ARE OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST. IUOE LOCAL 98 ANNUITY FUND PO BOX 1290 SOUTHWICK MA 010771290 043030313 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A N/A 0 IUOE LOCAL 98 PENSION FUND PO BOX 1290 SOUTHWICK MA 010771290 046127765 PROVIDE RET BENEFITS TO PARTICIPANTS MA 501(A) N/A N/A 0 IUOE LOCAL 98 HEALTH & WELFARE FUND PO BOX 1290 SOUTHWICK MA 010771290 042123707 PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIG PARTIC. MA 501(C)9 N/A N/A 0 LOCAL 98 ENG JT TR RETRAINING AP & PO BOX 1290 SOUTHWICK MA 010771290 042509496 PROVIDE TRAINING AND SKILL IMPROVEMENT MA 501(C)3 LINE_2_SCHOOL_DESCRI N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0