2026-02-05T11:01:45-08:00 2025-03-31 223194968 Hulse & Associates PC 350 Passaic Avenue Fairfield NJ 07004 990 2024-04-01 226171671 H&GL LOCAL UNIONS 472 & 172 SET FUND H&GL 9735895050 700 RAYMOND BOULEVARD NEWARK NJ 07105 MANUEL AMADOR JR TRUSTEE-CO-CHR. 9735895050 2026-02-05 true true Edward L Hulse P00355784 9738825690 2024 2025-03-06 01:10:19Z BEVERLY CEASER 700 RAYMOND BOULEVARD NEWARK NJ 071052909 20043885 false X WWW.HGLFUNDS.ORG X 1972 NJ TO DEFRAY THE COSTS APPERTAINING TO VOCATIONAL AND ADVANCEMENT TRAINING, GENERAL AND SPECIFIC EDUCATION, IMPROVING AND INSURING SAFETY HABITS AND CONDITIONS, AND TO DEVISE AND IMPLEMENT SUCH PROCEDURES AND PROGRAMS NECESSARY OR FAVORABLE TO FULFILL THE FOREGOING OBJECTIVES. 10 10 21 10 0 384 7801742 8682968 941283 1306590 65702 0 8808727 9989942 80000 77500 0 3491843 3857101 0 0 3293980 3521906 6865823 7456507 1942904 2533435 42277260 45335065 330956 476014 41946304 44859051 TO DEFRAY THE COSTS APPERTAINING TO VOCATIONAL AND ADVANCEMENT TRAINING, GENERAL AND SPECIFIC EDUCATION, IMPROVING AND INSURING SAFETY HABITS AND CONDITIONS, AND TO DEVISE AND IMPLEMENT SUCH PROCEDURES AND PROGRAMS NECESSARY OR FAVORABLE TO FULFILL THE FOREGOING OBJECTIVES. false false 6115209 200392 THE FUND PROVIDES JOURNEYMAN TRAINING AND APPRENTICE TRAINING CLASSES FOR THE PURPOSE OF VOCATIONAL AND ADVANCEMENT TRAINING, GENERAL AND SPECIFIC EDUCATION, AND IMPROVING SAFETY HABITS AND CONDITIONS ON BEHALF OF THE 7,670 PARTICIPANTS AS OF MARCH 31,2025 AND ALSO TO PARTICIPANTS OF ANOTHER TRAINING FUND. THE PLAN IS REIMBURSED BY THE OTHER TRAINING FUND FOR THE COSTS OF THE CLASSES PROVIDED. THE PROGRAM PROVIDES CLASSROOM INSTRUCTION IN ALL ASPECTS OF HEAVY AND HIGHWAY CONSTRUCTION. TRAINING COURSES ARE OFFERED ON A WIDE RANGE OF TOPICS AND INCLUDE SAFETY, ENVIRONMENTAL, HAZARDOUS WASTE WORKER, AND CONSTRUCTION SKILLS TRAINING AND PROVIDES TRAINING TO PREPARE WORKERS FOR PREVENTION AND RESPONSE TO FUTURE TERRORIST INCIDENTS AND RESPONSE TO NATURAL DISASTERS. THE PLAN CONDUCTS TRAINING IN TRENCH AND EXCAVATION SAFETY. 79221 77500 THE PLAN MAINTAINS A SCHOLARSHIP PROGRAM, AWARDING FOUR SCHOLARSHIPS PER YEAR TO CHILDREN OF PARTICIPANTS FOR UTILIZATION TOWARDS TUITION FEES AND OTHER RELATED COURSE EXPENSES. THE PROGRAM PROVIDES $5,000 ANNUALLY FOR FOUR YEARS TO THOSE SELECTED BY THE SCHOLARSHIP SELECTION COMMITTEE.THE BOARD OF TRUSTEES AGREED ON OCTOBER 26,2015 TO INCREASE THE YEARLY SCHOLARSHIP AWARD TO $5,000 ANNUALLY WITH A 4 YEAR MAXIMUM OF $20,000. 6194430 true false false false false false false false false false true false false false true false true false true false false false false false false false false false true true false false false false false false true false false false false false false true false true false true 5 0 true 21 true false false false false false false false 0 false false false false false false false X 10 10 false false false false false true true true true false false true true true true true true false false false X BEVERLY CEASER 9735895050 700 RAYMOND BOULEVARD NEWARK NJ 071052909 BEVERLY CEASER GENERAL MANAGER 3.00 32.00 X 0 263394 91173 GEORGE SAMUELSEN Executive Direc 40.00 0.00 X 193310 0 78882 RUSSELL BLEY ASST. GEN. MGR. 3.00 32.00 X 0 190172 78294 JOHN J BOHME INSTRUCTOR 45.00 0.00 149663 0 97557 MICHAEL GRISKO INSTRUCTOR 44.00 0.00 146685 0 94153 JOSEPH SCERBO III Executive Direc 41.00 0.00 X 157872 0 79293 HOWARD TOMLIN INSTRUCTOR 45.00 0.00 145577 0 87975 WILLIAM COFFIN INSTRUCTOR 45.00 0.00 145619 0 87064 SERGIO DASILVA INSTRUCTOR 45.00 0.00 144195 0 87086 JOSEPH SCERBO JR Executive Direc 40.00 0.00 X 113019 0 25764 DEREK BROOKS Trustee 1.00 0.00 X 0 0 0 MANUEL AMADOR JR TRUSTEE-CO-CHR. 1.00 3.00 X 0 0 0 ANTHONY CAPACCIO Trustee 1.00 3.00 X 0 0 0 FRANK CRISCOLA JR Trustee 1.00 3.00 X 0 0 0 MICHAEL E HELLSTROM JR Trustee 1.00 3.00 X 0 0 0 JEFFREY S WATERS TRUSTEE 1.00 3.00 X 0 0 0 BRIAN DELPOME Trustee 1.00 3.00 X 0 0 0 NELSON FERREIRA Trustee 1.00 3.00 X 0 0 0 JACK KOCSIS JR Trustee 1.00 3.00 X 0 0 0 DAVID RIBLE TRUSTEE-CO-CHR. 1.00 0.00 X 0 0 0 DENNIS D'IMPERIO Trustee 1.00 0.00 X 0 0 0 1195940 453566 807241 15 false true false 0 384 384 ADMIN. FEE INCOME 900099 2886 2886 EMPLOYERS' CONTRIBUTIONS 611600 8435415 8435415 MISCELLANEOUS INCOME 900099 18000 18000 REIMB. EXP.-TRAINING FD 611600 200392 200392 RENT-AFFIL EXEMPT ORGS 531120 26275 26275 8682968 1322854 1322854 0 0 0 10014579 23100 10053943 -39364 23100 -16264 -16264 0 0 0 0 9989942 8682968 1306590 0 77500 77500 0 0 600254 600254 146393 146393 1816194 1816194 727054 727054 386625 386625 180581 180581 0 12339 12339 66000 66000 0 0 40465 40465 2978 2978 0 314708 260825 53883 0 0 255076 56282 198794 284803 284803 0 4890 4890 0 0 442387 442387 102187 102187 ASSOCIATION TRAINING DUES 1183528 1183528 ALLOCATED ADMINISTRATIVE EXP. 337459 337459 TRAINING MEALS 146265 146265 MAINTENANCE SERVICES AND SUPP. 103698 103698 225123 219538 5585 7456507 6194430 1262077 0 1200 1200 7902530 9844732 384 988494 1093595 0 0 0 0 52419 124000 16798327 8559463 8490167 8238864 24458303 25829089 0 0 0 384147 203201 42277260 45335065 330956 256235 219779 330956 476014 X 41946304 44859051 41946304 44859051 42277260 45335065 2533435 379312 X false true X false false X 123732 123732 15034252 7160770 7873482 1640343 1398693 241650 8238864 DUE AFFILIATES 219779 219779 10328789 379312 379312 9949477 40465 40465 9989942 7416042 7416042 40465 40465 7456507 true true true true true true false false false false false false false false false true false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE ORGANIZATION PUBLICIZES ITS POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE, NEWSPAPER MEDIA, ENROLLMENT FORM CLASS SCHEDULE AND SCHOLARSHIP PROGRAM APPLICATIONS. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained THE ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS AND THEREFORE MAINTAINS NO COPIES OF ANY MATERIAL USED BY THE ORGANIZATION OR ON ITS BEHALF. Schedule E, Line 5 - Explanation of Organization Discrimination by Race Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency THE ORGANIZATION HAS BEEN DESIGNATED AS A TRAINING PROVIDR UNDER THE DOL-OSHA SUSAN HARWOOD LIUNA TRAINING AND EDUCATION FUND TRENCH AND EXCAVATION SAFETY TRAINING GRANT FOR THE GRANT AWARDED TO LIUNA TRAINING AND EDUCATION FUND BY THE U.S. DEPARTMENT OF LABOR (DOL), OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION (OSHA). THE PURPOSE OF THE GRANT IS TO CONDUCT TRAINING NATIONALLY IN TRENCH AND EXCAVATION SAFETY. true 0 0 SCHOLARSHIP TO COLLEGE 16 77500 Grantmaker's Description of How Grants are Used THE ORG. AWARDS SCHOLARSHIPS TO CHILDREN OF PARTICIPANTS IN THE PLAN. THE TRUSTEES DESIGNATE THE SELECTION COMMITTEE TO REVIEW APPLICATIONS AND SELECT THE RECIPIENTS. THE ORG. MONITORS ITS PROGRAM TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE BY REQUIRING RECIPIENTS TO SUBMIT OFFICIAL COLLEGE OR UNIVERSITY TRANSCRIPTS FOR THE PREVIOUS SEMESTER PROVING THE RECIPIENT MAINTAINED FULL TIME STUDENT STATUS (MINIMUM OF TWELVE CREDITS PER SEMESTER), AND A REQUIRED GRADE POINT AVERAGE OF 2.5 ON A 4.0 SCALE OR C+ AVERAGE IN EACH SCHOOL SEMESTER. ALSO, THE PARENT OR GUARDIAN WORK HISTORY IS REVIEWED TO ENSURE THAT THEY REMAINED WITH THE PLAN ELIGIBILITY REQUIREMENTS OF BEING EMPLOYED BY CONTRIBUTING EMPLOYERS OF THE PLAN WITH THE REQUIRED H&GL WELFARE FUND CLASS LEVEL. X X false false false false false false false false false BEVERLY CEASER GENERAL MANAGER 258891 4503 67801 23372 354567 GEORGE SAMUELSEN Executive Direc 188222 5088 50381 28501 272192 HOWARD TOMLIN INSTRUCTOR 145577 56355 31620 233552 JOHN J BOHME INSTRUCTOR 149663 65977 31580 247220 JOSEPH SCERBO III Executive Direc 154570 3302 50861 28432 237165 MICHAEL GRISKO INSTRUCTOR 146685 63184 30969 240838 RUSSELL BLEY ASST. GEN. MGR. 186594 3578 54922 23372 268466 SERGIO DASILVA INSTRUCTOR 144195 55788 31298 231281 WILLIAM COFFIN INSTRUCTOR 145619 55774 31290 232683 SANDRA A CAPACCIO FAMILY MEMBER 146393 EMPLOYMENT false Form 990, Part VI, Section A, Line 7a THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES. THE EMPLOYEE TRUSTEES ARE APPOINTED BY THE UNIONS AND THE EMPLOYER TRUSTEES ARE APPOINTED BY THE EMPLOYER ASSOCIATIONS PER THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN. Form 990, Part VI, Section A, Line 7b A TRUSTEE MAY BE REMOVED AT ANY TIME BY THE PARTY WHICH APPOINTED THE TRUSTEE PER THE AGREEMENT AND DECLARATION OF TRUST OF THE PLAN. Form 990, Part VI, Section B, Line 11b THE PREPARED FORM 990 WAS REVIEWED BY THE TRUSTEES AND CERTAIN OFFICERS AT THE FEBRUARY 5, 2026 TRUSTEE MEETING BEFORE IT WAS FILED WITH THE IRS. THE REVIEW WAS CONDUCTED BY THE PREPARER'S FIRM AND A SUMMARY OF THE FORM AND REQUIRED SCHEDULES WAS GIVEN. A BRIEF DISCUSSION FOLLOWED AND ANY QUESTIONS BY THE TRUSTEES, ETC. WERE ADDRESSED. Form 990, Part VI, Section B, Line 12c OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE COVERED UNDER THE POLICY. ANY PERSONS WITH AN ACTUAL OR POSSIBLE CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEES' DELIBERATIONS AND DECISIONS IN THE TRANSACTION. THE REMAINING MEMBERS OF THE BOARD OF TRUSTEES MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS. THE BOARD OF TRUSTEES OR, IF APPROPRIATE, AN APPOINTED DISINTERESTED PERSON OR COMMITTEE REVIEW ANY ACTUAL CONFLICTS. TO ENSURE THE FUND OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS:A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE.B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FUND'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, DO NOT RESULT IN INUREMENT, IMPERMISSABLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION.WHEN CONDUCTING THE PERIODIC REVIEWS AS PROVIDED, THE FUND MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED.AN ANNUAL ACKNOWLEDGMENT OF CONFLICT OF INTEREST POLICY IS OBTAINED FROM EACH MEMBER OF THE BOARD OF TRUSTEES AND ALL OFFICERS AND DIRECTORS. Form 990, Part VI, Section C, Line 19 THE FUND'S AGREEMENT AND DECLARATION OF TRUST (GOVERNING DOCUMENT) AND THE CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE GENERAL PUBLIC, BUT IS AVAILABLE TO PARTICIPANTS AND PARTICIPATING EMPLOYERS UPON REQUEST FROM THE FUND'S OFFICE. THE FUND FILES AN ANNUAL FINANCIAL REPORT WITH THE US DEPARTMENT OF LABOR WHICH CAN BE OBTAINED UPON REQUEST FROM THE FUND'S OFFICE OR FROM THE UNITED STATES DEPARTMENT OF LABOR PUBLIC DISCLOSURE ROOM. FORM 990 PART I, LINE 6 TOTAL NUMBER OF VOLUNTEERS THE TRUSTEES LISTED IN PART VII, SECTION A DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION OR ANY RELATED TAX-EXEMPT ORGANIZATION LISTED IN PART II OF SCHEDULE R IN THEIR CAPACITY AS TRUSTEES OF THE ORGANIZATION. CERTAIN TRUSTEES LISTED IN PART VII, SECTION A DO RECEIVE COMPENSATION FROM NOT FOR PROFIT ORGANIZATIONS IN THEIR CAPACITY AS OFFICERS AND EMPLOYEES OF THOSE ORGANIZATIONS. H&GL LCL UNIONS 472&172 OF NJ PENSION FD 700 RAYMOND BOULEVARD NEWARK NJ 071052909 226032103 PROVIDE PENSION BENEFITS TO PARTICIPANTS NJ 401(A) N/A false H&GL WELFARE FUND OF NEW JERSEY 700 RAYMOND BOULEVARD NEWARK NJ 071052909 221481564 PROVIDE WELFARE BENEFITS TO PARTICIPANTS NJ 501(C)(9) N/A false H&GL LCL UNION 472&172 OF NJ ANNUITY FD 700 RAYMOND BOULEVARD NEWARK NJ 071052909 222331070 PROVIDE RETIREE BENEFITS TO PARTICIPANTS NJ 401(A) N/A false false false false false false false false false false false true false false true true true true false false H&GL WELFARE FUND OF NEW JERSEY o 315298 SEE PART VII PART V LINE 2(1)(D) METHOD OF DETERMINING AMOUNT INVOLVED THE METHOD USED TO DETERMINE THE FAIR MARKET VALUE REPORTED IN COLUMN (C) AMOUNT INVOLVED IS AS FOLLOWS: H&GL WELFARE FUND EMPLOYEE DUTIES ARE ANALYZED AND PAYROLL IS ALLOCATED TO THE ORGANIZATION BASED ON EACH INDIVIDUAL'S JOB DESCRIPTION AND ESTIMATED TIME SPENT ON THE ORGANIZATION. PAYROLL RELATED ITEMS SUCH AS PAYROLL TAXES AND EMPLOYEE BENEFITS ARE ALLOCATED BASED ON THE OVERALL PAYROLL ALLOCATION.