2024-07-02T15:16:54-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 042123707 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 98 HEALTH & WELFARE FUND INTE 4139983230 PO BOX 1290 SOUTHWICK MA 010771290 KARA A RICHOTTE FUND ADMINISTRATOR 4139983230 2024-07-02 1 KARA RICHOTTE 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KARA A RICHOTTE PO BOX 1290 SOUTHWICK MA 010771290 16668641 0 X WWW.IUOELOCAL98.ORG X 1959 MA TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 3 6 0 0 0 0 0 15866417 16285580 467709 383061 0 0 16334126 16668641 0 0 14345049 14272965 611455 645775 0 0 0 -133907 -6283 14822597 14912457 1511529 1756184 17700661 20103623 334362 434167 17366299 19669456 TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH CARE AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 8 0 1 6 1 0 0 0 0 0 0 0 0 X 6 3 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 39.00 X 0 122736 78194 DAVID KAZIMIERCZAK UNION TRUSTEE 1.00 39.00 X 0 102904 78194 DARRIN AUGER UNION TRUSTEE 1.00 39.00 X 0 97048 78194 CHRISTOPHER GAGLIARDUCCI EMPLOYER TRUSTEE/SECRETARY 1.00 3.00 X 0 0 0 JENNA RAHKONEN EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 KARA RICHOTTE FUND ADMINISTRATOR 13.00 27.00 X 110790 0 78394 JONATHAN PECOY EMPLOYER TRUSTEE - EFF 3/2023 1.00 3.00 X 0 0 0 110790 322688 312976 1 0 1 0 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BOULEVARD HAUPPAUGE NY 117883740 ACCOUNTING/AUDITING 293270 1 EMPLOYERS' CONTRIB. 237310 16173554 16173554 PARTCIPANTS' CONTRIB. 237310 112026 112026 16285580 383061 383061 16668641 16285580 0 383061 14272965 189184 193836 134666 87267 40822 59168 302626 23625 92750 37872 108873 54408 15754 2381 47885 REIMB OF COLLECTION EXP -177625 REIMB FROM REL. ORG. -574000 14912457 5881085 5922980 1356515 1668501 105479 1253158 43910 29544 11346 14366 10346236 11244618 17700661 20103623 288362 414167 46000 20000 334362 434167 X 0 0 0 0 17366299 19669456 17366299 19669456 17700661 20103623 1756184 546973 0 X 0 1 X 1 0 43910 29544 14366 14366 CLAIMS PAYABLE AND IBNR 20000 20000 17191989 546973 546973 16645016 23625 23625 16668641 14914832 0 14914832 23625 -26000 -2375 14912457 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND IBNR -26,000. X 0 0 0 WILLIAM D FAY UNION TRUSTEE/CHAIRMAN 0 119036 0 0 0 3700 0 50104 0 28090 0 200930 0 0 DAVID KAZIMIERCZAK UNION TRUSTEE 0 99704 0 0 0 3200 0 50104 0 28090 0 181098 0 0 DARRIN AUGER UNION TRUSTEE 0 93398 0 0 0 3650 0 50104 0 28090 0 175242 0 0 KARA RICHOTTE FUND ADMINISTRATOR 110249 0 541 0 0 0 50286 0 28108 0 189184 0 0 0 FORM 990, SCHEDULE J SUPPLEMENTAL EXPLANATION: 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 WELFARE FUND'S PORTION OF THESE EXPENSES IS 32% 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 FUND 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 ARE BEING 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 EMPLOYERS COOP TR PO BOX 1290 SOUTHWICK MA 010771290 043432489 TO IMPROVE LABOR MGMT REL, SECURE EMPLOYMENT MA 501(C)(5) N/A N/A 0 LOCAL 98 ENG JT TR RETRAINING AP & TR FD PO BOX 1290 SOUTHWICK MA 010771290 042509496 PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION MA 501(C)(3) LINE_2_SCHOOL_DESCRI N/A 0 IUOE LOCAL 98 PO BOX 1290 SOUTHWICK MA 010771290 041673765 LABOR UNION MA 501(C)5 N/A N/A 0 TOWN OF SPRINGFIELD 96 MAIN STREET SPRINGFIELD VT 05156 036002884 MUNICIPAL GOVERNMENT VT N/A N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 FORM 990, SCHEDULE R, PART II AND IV CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. THE FILING ORGANIZATION IS NOT REQUIRED TO LIST THE COMPENSATION FOR THESE TRUSTEES BECAUSE THE RELATED ORGANIZATION (I) WAS "FOR PROFIT", (II) WAS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THE FILING ORGANIZATION OR ONE OR MORE RELATED TAX EXEMPT ORGANIZATIONS, AND (III) DID NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FILING ORGANIZATIONS. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM IUOE LOCAL 98 (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULES OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THE ORGANIZATION AT THE TIME OF THIS FILING. FORM 990, SCHEDULE R ATTACHMENT - RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST A. MARTINS & SONS CONSTRUCTION A.J. VIRGILIO CONTR., INC. ALBANESE BROTHERS, INC. ALBANESE D & S, INC. ALGAR CONSTRUCTION CORP AMERICAN ENVIRONMENTAL, INC ASTRO CRANE SERVICES ATLANTIC BRIDGE & ENGINEERING INC ATLANTIC COAST DISMANTLING, LLC AZTEC ENERGY INC B & F PAVING & CONSTRUCTION BADGER DAYLIGHTING CORP BALTAZAR CONTRACTORS, INC. BARNHART NORTHEAST BAY CRANE NORTHEAST, LLC BAY CRANE SERVICE OF CT BAYSTATE BLASTING, INC. BENSON RUZZO, LLC BERKSHIRE CONCRETE CORP. BERKSHIRE CRANE & LOGISTICS LLC BLUROC, LLC BOND CIVIL & UTILITY CONSTRUCTION,INC BORGES CONSTRUCTION CO. INC. BRANDENBURG INDUSTRIAL SERVICE CO BRANDSAFWAY SERVICES, LLC BRIGHTVIEW LANDSCAPE DEVELOPEMNT BUCKEYE PIPE LINE SERVICES CO BURT CRANE & RIGGING C & A CONSTRUCTION CO., INC. C & G SURFACING SPECIALISTS C.H. NICKERSON & CO., INC. CAPASSO ENTERPRISES INC. CARACAS CONSTRUCTION CORP CD PERRY AND SONS INC CENTRAL LANDSCAPE CONSTRUCTION CENTRAL MASS CRANE SERVICE CHARTER OAK UTILITY CONSTRUCT CIP CONCRETE, INC CN WOOD CO, INC CONSTRUCTION DRILLING, INC. CONSTRUCTION SERVICE COOK LAND CLEARING INC CSL, INC D. CONDRON CONSTRUCTION, INC. D.W. WHITE CONSTRUCTION, INC DANIEL O'CONNELL'S SONS, INC. DAVID G. ROACH & SON, INC. DAVID J TIERNEY JR., INC. DEFELICE, INC. DELTA SAND AND GRAVEL, INC. DELUCCA FENCE CO. INC. DEMAG RIGGERS & CRANE SERVICE DETOUR CONSTRUCTION, LLC EAST MEADOW CRANE SERVICE LLC EDI LANDSCAPE, LLC ENERGY MAT ALLIANCE, LLC ENERGY SITE SERVICES, LLC ET&L CORP. EUROVIA ATLANTIC COAST LLC FAY & WRIGHT EXCAVATING, INC FILLION'S LANDSCAPING, INC. FLACH CRANE & RIGGING CO., INC GAGLIARDUCCI CONST., INC. GARRITY ASPHALT RECLAMATION GEG CONSTRUCTION GEORGE R. CAIRNS & SONS, INC. GOMES CONSTRUCTION CO. INC. GUARDRAIL SOLUTIONS, LLC HALUCH WATER CONTRACTING, INC. HIGHLINE RIGGERS, LLC HM NUNES & SONS INC HUB FOUNDATION CO., INC. INFRASOURCE, LLC IUOE NATIONAL TRAINING FUND J.D. RIVET & CO JACK GONCALVES & SONS INC. JF WHITE CONTRACTING CO. JH MAXYMILLIAN, INC. JL MARSHALL & SONS, INC. JOHN S. LANE & SONS, INC JR VINAGRO MANUFACTURING KARLS EXCAVATING INC. KELLER NORTH AMERICA, INC KENNEBEC CRANE CORP. KEYSTONE FOUNDATION LLC KINETIC DEMOLITION & ENGINEERING LLC L.M. SESSLER EXCAVATING & WRECKING LAPINSKI ELECTRIC, INC. LIDDELL BROTHERS INC LUDLOW CONSTRUCTION CO., INC. MANAFORT BROTHERS, INC. MANAFORT TRANSIT, LLC MARGUERITE CONCRETE INC MASS-WEST CONSTRUCTION INC. MAZZOTTA EQUIPMENT SERVICES, INC MCVAC ENVIRONMENTAL MICHELS UTILITY SERVICES, INC MIG CORPORATION MMC SPECIALTY ROOFING, INC MODERN EXCAVATION INC MONTANA OPERATING ENGINEERS-LOCAL 400 MOOSEHEAD, LLC MORAIS CONCRETE SERVICE INC. MTJ LANDSCAPES NC INCORPORATED AMN NEWPORT CONSTRUCTION CORPORATION NORTHEAST CONTRACTORS, INC. NORTHERN GENERAL CONTR., INC. NORTHERN LAND CLEARING - UTILITY DIV NORTHERN LAND CLEARING, LLC NORTHERN LAND CLEARING, LLC - UTILITY DV NORWALK MARINE CONTRACTORS, INC ONDRICK PORTABLE CRUSHING & PAVING OTIS MINNESOTA SERVICES, LLC OVER & UNDER PIPING CONTR. INC P GIOIOSO & SONS, INC. PALMER PAVING - BARRE PETRICCA CONSTRUCTION CO. INC. PHOENIX FOUNDATION COMPANY QP EQUIPMENT, LLC RIFENBURG CONTRACTING CORP. ROADSAFE TRAFFIC SYSTEMS, INC S&R CORPORATION SELECT DEMO SERVICES, LLC SOUTHERN OPERATORS HEALTH FUND SPIRTAS WORLDWIDE, LLC STAMFORD WRECKING CO. SUBSURFACE CONSTRUCTORS, INC SUNBELT RENTALS, INC - NH SUNBELT RENTALS, INC - SPRINGFIELD SUPREME INDUSTRIES, INC. T&M EQUIPMENT CORP. TENNESSEE VALLEY OPERATING ENG TITAN ROOFING, INC. TREW STONE, LLC TRIMAK BUILDING SYSTEMS, INC TYLER EQUIPMENT CORP. UNITED CIVIL, INC UNITED RENTALS VARANDAS & SONS CONSTRUCTION WARNER BROTHERS, LLC WM J KELLER CONST CORP YANKEE DRILLING CO., INC.