2026-05-13T11:53:37-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 136174675 OPERATING ENGINEERS UNION LOCAL 30 30A 30B & 30C MUNICIPAL WELFARE TRUST FUND OPER 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 DARREN TURTON FUND ADMINISTRATOR 7188478484 2026-05-13 1 ANTHONY VOGT CPA P01385419 6106689400 2026-05-11 2025 2025-03-06 01:10:19Z DARREN TURTON 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 2938914 0 X N/A X 1964 NY THE PLAN PROVIDES DENTAL, DEATH, OPTICAL AND LEGAL SERVICE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 3 0 0 0 0 0 0 0 2915587 2928526 40510 10388 0 0 2956097 2938914 0 0 2546477 2443522 278628 361032 0 0 0 201621 276925 3026726 3081479 -70629 -142565 8151442 8105843 64995 161961 8086447 7943882 THE PLAN PROVIDES DENTAL, DEATH, OPTICAL AND LEGAL SERVICES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 THE PLAN PROVIDES DENTAL, DEATH, OPTICAL AND LEGAL SERVICES BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 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 30 0 1 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROBERT MOCCIO 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 X WILLIAM LYNN UNION TRUSTEE - CHAIRMAN 1.00 41.00 X 0 436770 124242 ROBERT MOCCIO UNION TRUSTEE 1.00 41.00 X 0 311952 98215 BRENDAN BENN UNION TRUSTEE 2.00 40.00 X 18126 58194 39295 DARREN TURTON FUND ADMINISTRATOR 1.00 41.00 X 15537 243420 121891 33663 1050336 383643 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 2924722 2924722 COBRA CONTRIBUTIONS 525100 3804 3804 2928526 10388 10388 2938914 2928526 0 10388 2443522 48089 191949 64256 31373 25365 48000 30352 6000 54516 15539 69855 6922 20148 1784 8597 FEES MANDATED BY THE AF 15212 3081479 7550849 7518340 528106 508693 14614 3891 4917 10723 67570 68087 8151442 8105843 24609 24958 40386 137003 64995 161961 X 0 0 0 0 8086447 7943882 8086447 7943882 8151442 8105843 -142565 0 X X 0 1 X 1 0 10007 3661 6346 4607 230 4377 10723 DUE TO FUNDS AND RELATED ENTITIES 12899 DUE TO UNION 124104 137003 X 2938914 0 2938914 0 2938914 3081479 0 3081479 0 3081479 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 TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 WILLIAM LYNN UNION TRUSTEE - CHAIRMAN 0 436770 0 0 0 0 0 108642 0 15600 0 561012 0 0 ROBERT MOCCIO UNION TRUSTEE 0 311952 0 0 0 0 0 82615 0 15600 0 410167 0 0 DARREN TURTON FUND ADMINISTRATOR 15537 243420 0 0 0 0 41157 65134 936 14664 57630 323218 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH A TRUSTEE. ONCE COMPLETED, THE FORM WAS PROVIDED TO, AND REVIEWED BY, THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PERFORMS PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY REQUIREMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. NONE OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART VII - COMPENSATION EXPLANATION: WILLIAM LYNN DEVOTES MORE THAN 40 HOURS PER WEEK TO RELATED ORGANIZATIONS ROBERT MOCCIO DEVOTES MORE THAN 40 HOURS PER WEEK TO RELATED ORGANIZATIONS BRENDAN BENN DEVOTES MORE THAN 40 HOURS PER WEEK TO RELATED ORGANIZATIONS FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING SAID AUDIT. IUOE LOCAL 30 CITY ANNUITY FUND 1616 WHITESTONE EXPWY WHITESTONE NY 11357 116385151 BENEFIT FUND NY 501(A) 0 IUOE LOCAL 30 1616 WHITESTONE EXPWY WHITESTONE NY 11357 135159000 LABOR UNION NY 501(C)(5) 0 LOCAL 30 OPERATORS HOLDING CORP 1616 WHITESTONE EXPWY WHITESTONE NY 11357 133063096 HOLDS TITLE TO REAL ESTATE NY 501(C)(2) 0 IUOE LOCAL 30 POLITICAL ACTION 1616 WHITESTONE EXPWY WHITESTONE NY 11357 113567948 SUPPORT LEGISLATION FAVORABLE TO LABOR NY 527 0 STATE OF NEW YORK (CUNY COLLEGE) 535 E 80TH STREET NEW YORK NY 10075 STATE & LOCAL GOVERNMENT NY STATE & LOCAL GOVERN 0 NYC HEALTH & HOSPITAL 125 WORTH STREET NEW YORK NY 10013 CITY GOVERNMENT NY STATE & LOCAL GOVERN 0 NYC HOUSING AUTHORITY 250 BROADWAY NEW YORK NY 10007 CITY GOVERNMENT NY STATE & LOCAL GOVERN 0 NYC TRANSIT AUTHORITY 2 BROADWAY NEW YORK NY 10004 CITY GOVERNMENT NY STATE & LOCAL GOVERN 0 PAYROLL MANAGMENT SYSTEMS 1 CENTER STREET RM 200N NEW YORK NY 10007 GOVERNMENTAL BODY NY STATE & LOCAL GOVERN 0 DEPARTMENT CITYWIDE ADMINISTRATIVE SERVICES 1 CENTER STREET 17TH FLR NEW YORK NY 10007 CITY GOVERNMENT NY STATE & LOCAL GOVERN 0 IUOE LOCAL 30 BENEFITS FUND 1616 WHITESTONE EXPWY WHITESTONE NY 11357 132873303 BENEFIT FUND NY 501C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 IUOE LOCAL 30 BENEFITS FUND N 116425 FMV IUOE LOCAL 30 BENEFITS FUND O 229333 FMV IUOE LOCAL 30 O 104676 FMV