TY 2014 Form 990

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............		1
2	Savings and temporary cash investments .........	49,853,549	2	54,702,697
3	Pledges and grants receivable, net ...........		3
4	Accounts receivable, net .............	3,704,303	4	5,329,630
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........		9	22,142
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	206,422
b	Less: accumulated depreciation .....	10b	205,829	0	10c	593
11	Investments—publicly traded securities ..........	59,595,985	11	62,250,412
12	Investments—other securities. See Part IV, line 11 .....		12
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........	4,264,709	15	2,900,915
16	Total assets. Add lines 1 through 15 (must equal line 34)......	117,418,546	16	125,206,389
	17	Accounts payable and accrued expenses .........	117,335	17	265,972
18	Grants payable .................		18
19	Deferred revenue ................	86,762	19	74,863
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	911,561	25	1,442,299
26	Total liabilities. Add lines 17 through 25.........	1,115,658	26	1,783,134
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............		27
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets ...........		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........	0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund .....	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	116,302,888	32	123,423,255
33	Total net assets or fund balances ...........	116,302,888	33	123,423,255
34	Total liabilities and net assets/fund balances ........	117,418,546	34	125,206,389

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INT'L UNION OF OPERATING ENGRS WELFARE
FUND OF E PA AND DE

Employer identification number

23-1402245

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............
d	Equipment ................
e	Other .................	206,422	205,829	593
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				593

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
DUE TO RELATED BENEFIT FUNDS AND UNION		974,141
RECIPROCAL CONTRIBUTIONS PAYABLE		259,385
DUE TO CUSTODIAN FOR PURCHASE OF SECURITIES		85,009
AFFORDABLE CARE ACT REINSURANCE FEE		123,764





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		1,442,299
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	72,999,961
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-313,225
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-313,225
3	Subtract line 2e from line 1.....................			3	73,313,186
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	163,058
b	Other (Describe in Part XIII.) ...........	4b	2,052,546
c	Add lines 4a and 4b.......................			4c	2,215,604
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	75,528,790

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	65,879,594
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................			2e	0
3	Subtract line 2e from line 1.....................			3	65,879,594
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	163,058
b	Other (Describe in Part XIII.) ............	4b	2,052,546
c	Add lines 4a and 4b.......................			4c	2,215,604
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	68,095,198

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND 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, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS, HOWEVER, THIS MAY DIFFER DEPENDING UPON CIRCUMSTANCES OF THE PLAN.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	MEDICARE PART D SUBSIDY 2,052,546.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	MEDICARE PART D SUBSIDY 2,052,546.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INT'L UNION OF OPERATING ENGRS WELFARE
FUND OF E PA AND DE

Employer identification number

23-1402245

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1THOMAS DANESETRUSTEE	(i) (ii)	0 ............................... 115,204	0 ............................... 0	0 ............................... 0	0 ............................... 40,031	0 ............................... 17,211	0 ............................... 172,446	0 ............................... 0
2ROBERT T HEENANTRUSTEE	(i) (ii)	0 ............................... 117,280	0 ............................... 0	0 ............................... 0	0 ............................... 40,031	0 ............................... 17,211	0 ............................... 174,522	0 ............................... 0
3CHARLES PRISCOPOTRUSTEE	(i) (ii)	0 ............................... 115,570	0 ............................... 0	0 ............................... 0	0 ............................... 39,591	0 ............................... 17,211	0 ............................... 172,372	0 ............................... 0
4CHRISTOPHER LODGETRUSTEE	(i) (ii)	0 ............................... 114,946	0 ............................... 0	0 ............................... 0	0 ............................... 40,031	0 ............................... 17,211	0 ............................... 172,188	0 ............................... 0
5JOHN HEENANADMINISTRATOR	(i) (ii)	45,179 ............................... 83,903	0 ............................... 0	0 ............................... 0	15,161 ............................... 27,736	5,250 ............................... 9,750	65,590 ............................... 121,389	0 ............................... 0
6THOMAS DOOLEYFUND EMPLOYEE	(i) (ii)	33,666 ............................... 78,553	0 ............................... 0	0 ............................... 0	11,705 ............................... 26,918	4,500 ............................... 10,500	49,871 ............................... 115,971	0 ............................... 0
7PAUL POTAKOFUND EMPLOYEE	(i) (ii)	47,637 ............................... 58,223	0 ............................... 0	0 ............................... 0	16,828 ............................... 20,276	6,750 ............................... 8,250	71,215 ............................... 86,749	0 ............................... 0
8MATTHEW DANESEFUND EMPLOYEE	(i) (ii)	30,964 ............................... 72,250	0 ............................... 0	0 ............................... 0	11,016 ............................... 25,342	4,500 ............................... 10,500	46,480 ............................... 108,092	0 ............................... 0
9KENNETH N SMITHFUND EMPLOYEE	(i) (ii)	36,125 ............................... 67,089	0 ............................... 0	0 ............................... 0	12,852 ............................... 23,532	5,250 ............................... 9,750	54,227 ............................... 100,371	0 ............................... 0
10RENEE TIFFANYFUND EMPLOYEE	(i) (ii)	30,964 ............................... 72,250	0 ............................... 0	0 ............................... 0	11,016 ............................... 25,342	4,500 ............................... 10,500	46,480 ............................... 108,092	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

INT'L UNION OF OPERATING ENGRS WELFARE
FUND OF E PA AND DE

Employer identification number

23-1402245

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2	ROBERT HEENAN, TRUSTEE AND JOHN HEENAN, ADMINISTRATOR ARE FATHER AND SON.
FORM 990, PART VI, SECTION B, LINE 11	IUOE WELARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO FORWARDS THE COMPLETED RETURN TO THE FUND ADMINISTRATOR FOR REVIEW. THE ADMINISTRATOR THEN PRESENTS THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION C, LINE 19	IUOE WELARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:	IUOE WELARE FUND OF EASTERN PENNSYLVANIA AND DELAWARE'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERORMS THE AUDIT.
FORM 990, PART V, LINE 2A:	INT'L UNION OF OPERATING ENGINEERS WELFARE FUND OF EASTERN PA AND DE DOES NOT HAVE EMPLOYEES. THE FUND ISSUES W-2'S TO PARTICIPANTS FOR TAXABLE BENEFITS. THE FUND'S PAYROLL EXPENSE IS PART OF AN ALLOCATION WITH RELATED BENFIT FUNDS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

INT'L UNION OF OPERATING ENGRS WELFARE
FUND OF E PA AND DE

Employer identification number

23-1402245

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) INTERNATIONAL UNION OF OPER ENGINEERS JOINT ANNUITY OF EAST PA & DE 1375 VIRGINIA DRIVE STE 102 FORT WASHINGTON,PA19034 23-2352166	PENSION FUND	PA	401(A)/501(A)				No
(2) INTERNATIONAL UNION OF OPER ENGINEERS PENSION FUND OF EAST PA & DE 1375 VIRGINIA DRIVE STE 102 FORT WASHINGTON,PA19034 23-6405239	PENSION FUND	PA	401(A)/501(A)				No
(3) INTERNATIONAL UNION OF OPER ENGINEERS JOINT APPRENTICESHIP FUND 1375 VIRGINIA DRIVE STE 102 FORT WASHINGTON,PA19034 23-1654168	EDUCATION AND TRAINING FUND	PA	501(C)(3)	509(A)(2)			No
(4) INTERNATIONAL UNION OF OPER ENGINEERS SUB FUND OF EAST PA & DE 1375 VIRGINIA DRIVE STE 102 FORT WASHINGTON,PA19034 23-2075110	EDUCATION AND TRAINING FUND	PA	501(C)(9)				No
(5) INTERNATIONAL UNION OF OPER ENGINEERS LOCAL 542 1375 VIRGINIA DRIVE STE 102 FORT WASHINGTON,PA19034 23-0725295	LABOR ORGANIZATION	PA	501(C)(5)				No
(6) GENERAL BUILDING CONTRACTORS ASSOCIATION 1500 WALNUT STREET SUITE 1105 PHIALDELPHIA,PA19103 23-0847495	EMPLOYER ASSOCIATION	PA	501(C)(6)				No
(7) WARMINSTER TOWNSHIP MUNICIPAL 415 GIBSON AVE WARMINSTER,PA18974		PA	LOCAL GOVERNMENT

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2014

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) ABC CONSTRUCTION COMPANY INC		PA
(2) A B & S MASONRY CORP		PA
(3) ATLANTIC 3 CONSTRUCTION CO		PA
(4) ABBONIZIO CONTRACTORS INC		NJ
(5) ABBONIZIO CONTRACTORS INC		PA
(6) AARON ENTERPRISES INC		PA
(7) A & N EQUIPMENT RENTAL		PA
(8) ALLIED ERECTING & DISMANTLING		OH
(9) ANDERSON CONSTRUCTION SERVICES		PA
(10) ACTIVE CRANE RENTALS INC		DE
(11) AGATE CONSTRUCTION COMPANY		NJ
(12) AERO SNOW REMOVAL CORP		NY
(13) ASSOCIATED PAVING CONTRACTORS		PA
(14) ADVANCED FIBER TECHINC		PA
(15) A R B CONSTRUCTION INC		PA
(16) ARAWAK PAVING COINC		NJ
(17) AMERICAN MASONRY CORP		NJ
(18) ATLANTIC PAVING CONTRACTORS		PA
(19) AMERICAN MILLING & PAVING LLC		PA
(20) ALLSTATE POWER VAC		NJ
(21) ALLEGHENY CRANE RENTAL		PA
(22) APPALACHIAN PIPELINE CONTLLP		TN
(23) AIRCO INDUSTRIAL CONTRACTORS		GA
(24) AMQUIP CRANE RENTAL LLC		PA
(25) AMODEI COINC		PA
(26) AMERICAN GYPSUM FLOOR CO INC		PA
(27) AMERICAN BRIDGE COMPANY		PA
(28) ANDERSON CONSTRUCTION CO INC		PA
(29) ANTONINI CONSTRUCTION INC		PA
(30) MAXIM CRANE WORKS LP		PA
(31) ACC&D CONSTRUCTION SREVICES		NJ
(32) APPELLATION PRE FAB LLC		PA
(33) A P CONSTRUCTION INC		NJ
(34) ARNOLD'S CUSTOM SEEDING LLC		CO
(35) ASHAW CONSTRUCTION		PA
(36) ASTON CONTRACTORS		PA
(37) ATHENA CONTRACTING INC		PA
(38) ATLANTIC INDUSTRIAL&MECHANICAL		MD
(39) BBC MANAGEMENT SERVICES INC		PA
(40) BABCOCK UTILITIES INC		NY
(41) BADGER DAYLIGHTING CORP		IN
(42) BABCOCK & WILCOX CONSTR CO		OH
(43) HAYWARD BAKER INC		MD
(44) BRUSH CUTTERSLLC		NY
(45) IGHTLINE EQUIPMENT RENTALS		PA
(46) BATTAGLIA ELECTRIC INC		DE
(47) BEAN INC		PA
(48) BEDWELL COMPANY		PA
(49) BELLA TRUCKING INC		PA
(50) BESTRANS INC		DE
(51) BERKEL & CO CONTRACTORS INC		KS
(52) BENCARDINO EXCAVATING INC		PA
(53) BENSALEM PARK MAINTENANCE LTD		PA
(54) BIDDLE CONTRACTORS INC		PA
(55) BRANDYWINE INTERIORS INC		DE
(56) BLACKWELL ENTERPRISES INC		OK
(57) BLUE BELL CONSTRUCTION		PA
(58) BOCK CONSTRUCTION INC		PA
(59) BROCK BROTHERS CONSCOINC		PA
(60) BRANDYWINE CONSTRUCTION CO INC		DE
(61) BRENEMANLP		PA
(62) BRANDENBURG INDUSTRIAL SERVICE		IL
(63) BRACALENTE CONSTRUCTION		PA
(64) BRAYMAN CONSTRUCTION CORP		PA
(65) BRIGHTLINE CONSTRUCTION		PA
(66) BRUCE & MERRILEES ELECTRIC CO		PA
(67) BUCKS CONCRETE SERVICESINC		PA
(68) BUCHANAN		PA
(69) BUCKLEY & COMPANY INC		PA
(70) BUCK FRANK EXCAVATION INC		PA
(71) BUSTLETON LANDCLEARING		PA
(72) CA CONSTRUCTION		CT
(73) CMC EQUIPMENT RENTAL INC		PA
(74) CAJAM INC		PA
(75) CAIRNS LLC		PA
(76) CANNON INC		PA
(77) CAPITOL TUNNELING INC		OH
(78) CAROTENUTO BROWN LLC		PA
(79) CARSON CONCRETE CORPORATION		PA
(80) CASTEEL LLC		PA
(81) CARUSONE CONSTRUCTION INC		PA
(82) CARNEY INC		PA
(83) CHESAPEAKE GEOSYSTEMS INC		MD
(84) CONSTRUCTION SERVICES INTERNTL		PA
(85) CELIA COMPANY INC		PA
(86) CENTRAL SALVAGE COMPANY		PA
(87) BRYN MAWR LANDSCAPING COINC		PA
(88) APCOMPOWER INC		PA
(89) CHESCO CORING & CUTTING INC		PA
(90) CITY POINT CONSTRUCTION CO INC		CT
(91) CIRINEO CO INC		PA
(92) CHURCHVILLE MASONRY		PA
(93) CIPPCO CONTRACTING INC		PA
(94) CARSON & ROBERTS SITE CONSTR		NJ
(95) CLEARWATER CONSTRUCTION INC		PA
(96) CLEAR PRO INC		TN
(97) CLESTRA HAUSERMAN INC		PA
(98) COBRA CONSTRUCTION COMPANY INC		NJ
(99) COGAR RITE OF WAY CLEARING		WV
(100) CONNELLY CONSTRUCTION CORP		PA
(101) COMMERCE CONSTRUCTION CORP		NJ
(102) CHARPS WELDING & FABRICATING		MN
(103) CONTRACTORS RENTAL CORPORATION		WV
(104) COOK DRILLING CORP		PA
(105) CONTINENTAL PIPELINE SERVICES		MO
(106) COOK GEOTHERMAL INC		PA
(107) CONSTRUCTION & TURNAROUND SERV		OK
(108) CUTHBERTSON MASONRY CONTR INC		PA
(109) CIDER MILL SERVICES INC		PA
(110) CORNELL & COMPANY INC		NJ
(111) CORNELL CRANE & HOIST INC		NJ
(112) CORRADO AMERICAN LLC		DE
(113) COST COMPANY		PA
(114) CRINITI CONSTRUCTION INC		PA
(115) CRAWFORD EXCAVATING		DE
(116) CREAMER & SON INC		NJ
(117) WALLACE CONTRACTORS		PA
(118) DHC CONSTRUCTION INC		PA
(119) CROWN PERFORMANCE CORPORATION		PA
(120) CREATIVE SURFACES INC		PA
(121) CROZIER CONTRACTORS		PA
(122) CRUZ INC		PA
(123) DYKON BLASTING CORP		OK
(124) D CONSTRUCTION		PA
(125) DANELLA CONSTRUCTION CORP		PA
(126) D'ANGELO BROTHERS INC		PA
(127) DELTA NOOTER INC		MO
(128) DELTABJDSINC		PA
(129) DEBECCA CONTRACTING LLC		PA
(130) D A NOLT INC		NJ
(131) DEPAUL & SON		PA
(132) DELAWARE VALLEY CRANE RENTAL		NJ
(133) DICKINSON & SONS INC		PA
(134) DENSIFICATION INC		VA
(135) DIGG-IT CORPORATION		PA
(136) DIMARCO & CO INC		PA
(137) DIAMOND HUNTBACH CONST CORP		PA
(138) DV CONSTRUCTION SERVICES INC		PA
(139) DAY&ZIMMERMANN NPSINC		PA
(140) DEPAUL & CO INC		PA
(141) DONEGAL CONSTRUCTION CORP		PA
(142) DOOLEY & KRETSCHMAN INC		NJ
(143) DOLENTE & SONSLLC		PA
(144) DOUGHERTY & SON INC		PA
(145) DGI-MENARD INC		PA
(146) DRISCOLL CONSTRUCTION CO INC		PA
(147) DUNKERLEY CONSTRUCTION		PA
(148) DZWIL MASONRY CONTRACTOR		PA
(149) EJB PAVING & MATERIALS COMPANY		PA
(150) EN-TECH CORP		NJ
(151) ELS CONSTRUCTION INC		MI
(152) EAST PENN PAVEMENT COMPANY		PA
(153) EAST COAST HOIST INC		PA
(154) E & R ERECTORS INC		PA
(155) EASTERN GUNITE COMPANY		PA
(156) EAST COAST ERECTORS INC		DE
(157) ELLINGSON TRENCHLESS LLC		MN
(158) ENERFABINC		OH
(159) ELLIOTT-LEWIS CORPORATION		PA
(160) EMPIRE WRECKING CO OF READING		PA
(161) EMLYN CONST CO		DE
(162) EVETS ELECTRIC INC		OH
(163) FORCE DRILLING LLC		PA
(164) FAHS CONSTRUCTION GROUP		NY
(165) FAY COMPANY		PA
(166) FM& W DRILLING INC		NJ
(167) FOX RAILROAD SERVICES INC		PA
(168) FABCON EAST LLC		MN
(169) FERRARO PILE & SHORING INC		NY
(170) FERRICK CONSTRUCTION CO INC		PA
(171) FLUOR MAINTENANCE SERVICES		LA
(172) FOLCHER ASSOCIATES		NJ
(173) FOX INC		PA
(174) FOUNDATION STRUCTURES INC		PA
(175) FRANIA INC		PA
(176) GABES CONSTRUCTION COMPANY		WI
(177) GANTER CONTRACTORSINC		PA
(178) CAPITAL CONSTRUCTION LLC		PA
(179) GILLICK CONSTRUCTION CO		PA
(180) GENERAL ASPHALT PAVING CO		PA
(181) GENERAL MASONRY RESTORATION		PA
(182) GENTILE CONCRETE INC		PA
(183) GEN-CON EXCAVATING		PA
(184) GEPPERT BROTHERS INC		PA
(185) GREEN VALLEY SEEDING INC		PA
(186) GEA POWER COOLINGINC		CO
(187) GLASGOW INC		PA
(188) GREAT LAKES DREDGE & DOCK CO		IL
(189) GRADYVILLE NURSERIES INC		PA
(190) GRUBB STEEL ERECTION INC		VA
(191) GROUT SYSTEMS INC		OH
(192) GREEN MOUNTAIN LAND CLEARING		PA
(193) GRUNLEY CONSTRUCTION CO INC		MD
(194) GRIFFIN DEWATERING NEW ENGLAND		CT
(195) HAINES & KIBBLEHOUSE		PA
(196) HAKE RIGGING		TN
(197) HARSCO INFRASTRUCTURE AMERICA		PA
(198) HAINES PAVING & LANDSCAPING IN		PA
(199) HIDDEN SPRINGS LANDSCAPING INC		PA
(200) HAMON CUSTODIS INC		NJ
(201) HAYES MECHANICAL		IL
(202) HARRISON HOIST INC		PA
(203) HAWTHORNE EQUIPMENT		PA
(204) HEAVY EQUIPMENT RENTALS INC		DE
(205) HEALY LONG & JEVIN		DE
(206) HELICAL PIERS OF NEW JERSEY		NJ
(207) HENKELS & MCCOY INC		PA
(208) HILLIS GROUP LLC		PA
(209) ATLANTIC PLANT MAINTENANCE INC		TX
(210) HPI GROUP INCORPORATED		PA
(211) IUOE LOCAL 955 H&W
(212) HILBERT CONSTRUCTION LLC		NJ
(213) MARINO CORPORATION		PA
(214) HI TECH DATA FLOORS INC		NJ
(215) HINKEL EQUIPMENT RENTAL ASSOC		PA
(216) HTS CONSTRUCTION CO		PA
(217) HUDSON VALLEY ENVIROMENTAL		NJ
(218) HUEBNER & SON CONTRACTORS INC		PA
(219) IR DEMOLITION		PA
(220) INDY EQUIPMENT INC		OH
(221) INFRASTRUCTURE SOLUTION SRVS		PA
(222) INTERCON CONSTRUCTION INC		WI
(223) INTERSTATE AERIALS LLC		NJ
(224) INFRASOURCE CONSTRUCTION LLC		MI
(225) UPSTATE NEW YORK ENG DON'T USE		NY
(226) INDIANHEAD PIPELINE SERVICES		WI
(227) J & H EXCAVATING CO		PA
(228) J & R OF DELAWARE INC		DE
(229) J & P CONTRACTING CO		PA
(230) J L ERECTORS		NJ
(231) JEFFERS MASONRY		PA
(232) JACKOWSKI CONTRACTORS		PA
(233) INTECH CONSTRUCTION INC		PA
(234) JVH EXCAVATING INC		PA
(235) DIPALANTINO & SONS INC		PA
(236) JINGOLI & SON INC		NJ
(237) J & J EQUIPMENT LEASING		PA
(238) JGM INC		PA
(239) J M C CONTRACTORS INC		PA
(240) JSJ SERVICES LLC		PA
(241) JSL KELLY PILE FOUNDATION INC		NJ
(242) KENNY CONSTRUCTION COMPANY		IL
(243) KENNEY EXCAVATING & PAVING INC		PA
(244) JLRK SERVICES LLC		PA
(245) KT-GRANT INC		PA
(246) J A M EXCAVATING LLC		PA
(247) J S PLUMBING COMPANY		PA
(248) JENNINGS KITCHEN SPEC INC		FL
(249) JPW RIGGERS INC		NY
(250) KOHLER BUILDING SERVICES		PA
(251) JPC GROUP INC		PA
(252) VALUCCI INC		PA
(253) KEHOE CONSTRUCTION		PA
(254) KOSPIAH EXCAVATING INC		PA
(255) KUHARCHIK EQUIPMENT INC		PA
(256) KREITZ & SONS INC		PA
(257) LACONTI CONCRETE & MASONRY INC		NJ
(258) L & A CONTRACTORS INC		PA
(259) L & M EQUIPMENT COMPANY		PA
(260) LVI SERVICES		NY
(261) LJM STEEL ERECTORS INC		PA
(262) LABOR RENTAL COMPANY		PA
(263) LANDMARK CONSTRUCTION SERVICES		PA
(264) LVI DEMOLITION		NY
(265) LANE SUPPLY		TX
(266) LANEY DIRECTIONAL DRILLING		TX
(267) LC WHITFORD CO INC		NY
(268) LONE STAR DIRECTIONAL DRILLING		TX
(269) LABOR SERVICES LLC		MI
(270) LOUIS HDD SERVICES		MN
(271) LGB MECHANICAL INC		NJ
(272) LEHIGH CONCRETE PLACEMENT INC		PA
(273) LEPORE & SONS COMPANY		PA
(274) LESAGE CONSTRUCTION INC		NJ
(275) LETOURNEAU PRODUCTS MFG CORP		MA
(276) LEWANDOWSKI COMPANIES INC		NJ
(277) LINDSTROM & COMPANY		NJ
(278) LINDSTROM THOMAS & CO		NJ
(279) LIQUIDMETAL COATINGS		TX
(280) LMC INDUSTRIAL CONTRACTORS INC		NY
(281) LOMMA INC		NJ
(282) LUTTON COMPANY INC		NY
(283) M B & R PIPING CONTRACTORS		PA
(284) MJF ELECTRICAL CONTRACTING		PA
(285) MILLER BROS DIV OF WAMPOLE		PA
(286) MADISON INDUSTRIAL SERVICES		TX
(287) MADISON CONSTRUCTION COMPANY		PA
(288) MAR-ALLEN CONCRETE PRODUCTS I		PA
(289) MANZI BROS EXCAVATING		PA
(290) PRO MAX FENCE SYSTEMS INC		PA
(291) MARONA CONSTRUCTION COMPANY		PA
(292) MARLEY COOLING TECHNOLOGIES		KS
(293) EE MARR ERECTORS INC		MD
(294) MARTIN INC		NJ
(295) MECO DEMOLITION INC		PA
(296) MARAN EQUIPMENT INC		PA
(297) MASON BUILDING GROUP INC		DE
(298) METRA INDUSTRIES		NJ
(299) MANZI & SON INC		PA
(300) MAYFIELD SITE CONTRACTORS INC		PA
(301) MILLER PIPELINE CORPORATION		IN
(302) MARENALLEY CONSTRUCTION		DE
(303) MASCARO CONSTRUCTION CO LP		PA
(304) MOLLY CONSTRUCTION		PA
(305) MCCROSSININC		PA
(306) MCCARL'S INC		PA
(307) MCGOVERN BROTHERS INC		PA
(308) MEGA CONSTRUCTION CO		PA
(309) MINNOTTE CONTRACTING CORPORATI		PA
(310) MCKINNEY DRILLING COMPANY LLC		MD
(311) MERSINO DEWATERING INC		MI
(312) MECO CONSTRUCTORS INC		PA
(313) MIDSTREAM EXPLOSIVES LLC		PA
(314) MGM INDUSTRIESINC		PA
(315) MICHELS PIPELINE CONSTRUCTION		WI
(316) MID OHIO CONTRACTING		OH
(317) MINISCALCO CONSTRUCTION LLC		PA
(318) MILLER & SON PAVING INC		PA
(319) MINNESOTA LIMITED PIPELINE CO		MN
(320) MONMAR CONSTRUCTION LLC		PA
(321) MONTGOMERY CONTRACTORS INC		NJ
(322) MORROW EQUIPMENT COMPANY		OR
(323) MID-VALLEY CONSTRUCTION		PA
(324) MORETRENCH AMERICAN		NJ
(325) MORRISSEY INC		PA
(326) MIRARCHI BROTHERS INC		PA
(327) MONRIDGE CONSTRUCTION		PA
(328) N C & SONS INC		NJ
(329) NASCON INC		PA
(330) NORTH SUBURBAN TREE SER INC		PA
(331) NEFT-SHALE SOLUTIONS		PA
(332) NELLO CONSTRUCTION COMPANY		PA
(333) NEW ENTERPRISE STONE & LINE CO		PA
(334) NICO LANDSCAPING INC		PA
(335) NORTHEAST WORK & SAFETY BOATS		CT
(336) NICHOLSON CONSTRUCTION CO		PA
(337) NORTHERN CLEARING INC		WI
(338) NOOTER CONSTRUCTION		MO
(339) NORTHEAST MESA LLC		NY
(340) O & M MULTI TRADE INC		PA
(341) NORTHWEST ERECTORS INC		PA
(342) OPERATING ENGINEERS LOCAL 513		MI
(343) ODYSSEY ENVIRONMENTAL SER INC		PA
(344) NYLEVE BRIDGE CORPORATION		PA
(345) OTIS EASTERN SERVICE INC		NY
(346) OVER & UNDER PIPING CONT INC		NY
(347) OTS-NJ LLC		NJ
(348) OZ DIRECTIONAL DRILLING LLC		AZ
(349) OMEGA DEMOLITON CORPORATION		IL
(350) PACT CONSTRUCTION INC		NJ
(351) PANZITTA ENTERPRISES INC		PA
(352) PAOLINO CONTRACTORS INC		PA
(353) PETRIZZO CONSTRUCTION		PA
(354) PAVEX INC		PA
(355) PATTERSON INC		PA
(356) PERFORMANCE CONSTRUCTION SERV		PA
(357) PATTERSON & WILDER CONST CO IN		AL
(358) PENN LINE SERVICE		PA
(359) PHILADELPHIA HOUSING AUTHORITY		PA
(360) PHOENIX CONTRACTORS INC		PA
(361) PILEGGIINC		PA
(362) PIETRINI & SONS		PA
(363) PHILLIPS AND JORDAN INC		TN
(364) PIONEER FENCE COINC		DE
(365) PIO CONSTRUCTION INC		PA
(366) PINE VALLEY LLC		NJ
(367) PRICE GREGORY INTL INC		TX
(368) PREFERRED ELECTRIC INC		DE
(369) PRESTON CONSTRUCTION LLC		PA
(370) PRECISION PIPELINELLC		WI
(371) PINCIOTTI CONST CO INC		PA
(372) PETRONGOLO CONTRACTORS INC		PA
(373) PRIETO CORPORATION		PA
(374) PRECAST SERVICES INC		OH
(375) PROUD MASONRY RESTORATION		PA
(376) QUINN CONSTRUCTION INC		PA
(377) RPC GENERAL CONTRACTORS INC		FL
(378) PLUM CONTRACTINGINC		PA
(379) PULLMAN POWER PRODUCTS		MO
(380) RAILROAD CONSTRUCTION SJERSEY		NJ
(381) PIERSON CONSTRUCTION CO INC		NJ
(382) R & L PLUMBING CONTRACTORS INC		PA
(383) READS MOVING SYSTEMS		PA
(384) RAMOS & ASSOCIATES INC		PA
(385) PUCCI & ASSOCIATES		PA
(386) PAVILION DRAINAGE SUPPLY CO		NY
(387) QCI INC		PA
(388) RAY'S HOME REPAIR		PA
(389) RAILWORKS TRACK SERVICES		NY
(390) REEDY EXCAVATING		PA
(391) RIGGS DISTLER & CO INC		NJ
(392) RIG ALL INC		NY
(393) RIGHT OF WAY CLEARING & MAINT		PA
(394) RITTER CONTRACTING INC		PA
(395) RIZZO		DE
(396) ROCKPORT CONSTRUCTION CO INC		PA
(397) ROCKFORD CORPORATION		OR
(398) RODENBERG DIVERSIFIED LLC		MO
(399) RHOADS INC TA J&M CONCRETE		NJ
(400) RUSSELL CONSTRUCTION		PA
(401) RUBERTON CONSTRUCTION INC		NJ
(402) RUSHLAND CONCRETE PUMPING		PA
(403) S R C CONTRACTORS INC		PA
(404) SABIA & COINC		PA
(405) SAFWAY SERVICES LLC		PA
(406) SCHNABEL FOUNDATION		VA
(407) S J A CONSTRUCTION INC		NJ
(408) SCHAEFER ENTPRS OF DEPOSIT INC		NY
(409) SCHWERTNER & SON INC		PA
(410) SEIFERTINC		PA
(411) SETAG CONSTRUCTION COMPANY		PA
(412) SERAVALLI CONSTRUCTION CO		PA
(413) SHELLY FOUNDATIONS INC		PA
(414) SHARPLESS LLC		NJ
(415) SHORELINE FOUNDATION INC		FL
(416) SGS ENVIRONMENTAL SVS INC		NJ
(417) SHABLIN CONTRACTING		PA
(418) SILVERLINE CONSTRUCTION LLC		GA
(419) SIMPSON & BROWN INC		NJ
(420) SITE SYSTEMS LLC		PA
(421) SKODA CONTRACTING CO		NJ
(422) SLATER INC		PA
(423) SMITH INC		PA
(424) SPAVENTA & SONS INC		PA
(425) SPINIELLO CONSTRUCTION CO		NJ
(426) SPOTT CONSTR & EQUIP RENTAL CO		PA
(427) SPROUL CONSTRUCTION CO		PA
(428) STRUCTURAL SERVICES INC		PA
(429) SUNBELT RENTALS		SC
(430) SPORTSLINE INC		PA
(431) SOUTHEAST DIRECTIONAL DRILLING		AZ
(432) STEVENS ENGINEERS & CONSTRUCT		OH
(433) STEEL SUPPLIERS ERECTORS INC		DE
(434) STEEL SUPPLIERS INC		DE
(435) STEEL PRODUCTS ERECTION CORP		PA
(436) STERLING BOILER & MECHANICAL I		IN
(437) STELLA CONTRACTING INC		NJ
(438) STONE INC		NJ
(439) STONE & WEBSTER CONSTRUCTION		IL
(440) STONE HILL CONTRACTING COINC		PA
(441) STRONGSTOWN'S B & K ENTERPRISE		PA
(442) STRUCTURAL SERVICES OF NY INC		NY
(443) SUCHER & SONS INC		PA
(444) TAIT ERIC CONSTRUCTION INC		NJ
(445) SUPERIOR ELECTRIC SERVICE CO		DE
(446) SUPREME INDUSTRIES INC		CT
(447) SWEENEY & SON INC		PA
(448) SYRSTONE INC		NY
(449) TINARI CONTRACTORS		PA
(450) J W TRANSPORT INC		PA
(451) TRUMBULL CORPORATION		PA
(452) TOTAL SERVICES INC		DE
(453) THACKRAY CRANE RENTAL INC		PA
(454) TERRY FOUNDATION INC		PA
(455) THOMPSON EXCAVATING		PA
(456) TORRADO CONSTRUCTION		PA
(457) THINK PAVERS HARDSCAPING		NJ
(458) TOTH LAND CLEARING INC		PA
(459) TRI-STATE CONSTRUCTION INC		NJ
(460) TREMATORE PLUMBING & HEATING		NJ
(461) TURN-KEY TUNNELING INC		OH
(462) TUSCARORA RIGGING INC		PA
(463) TURBINEPROS		MN
(464) TULEYA PILE& FOUNDATION CO INC		NJ
(465) TRI CITY ERECTORS INC		PA
(466) UNI-TECH DRILLING CO		NJ
(467) UNIVERSAL BUILDERS SUPPLY INC		NY
(468) UNDERPINNING & FOUNDATION		NY
(469) UNION TANK ERECTION INC		AR
(470) C&C TANK ERECTORS LLC		MO
(471) VALLEY CONSTRUCTION COMPANY		IL
(472) UTILITY SERVICES AUTHORITY LLC		MI
(473) UTILITY LINE SERVICES INC		PA
(474) VALLEY DIRECTIONAL DRILLING		PA
(475) VALLEY SEEDING COMPANY INC		PA
(476) VARSITY SEEDING SERVICE INC		PA
(477) VELOTTA COMPANY		OH
(478) VAKS LLC		NJ
(479) VIASANT LLC		IL
(480) VIP CONSTRUCTION SERVICES		NJ
(481) VIPER REMEDIATION		NJ
(482) VILLANO PAVING COMPANY		PA
(483) VINCENT POOLS INC		PA
(484) VOLLERS EXCAVATING & CON INC		NJ
(485) WAGNER INC		PA
(486) WALSH CONSTRUCTION		IL
(487) WALSH ELECTRICAL INC		PA
(488) WELDED CONSTRUCTION CO		OH
(489) WEEKS MARINE INC		NJ
(490) WHITE INC		PA
(491) WILLIAMS PLANT SERVICES LLC		GA
(492) WINDSOR SERVICE		PA
(493) WINZINGER INC		NJ
(494) WOLFGANG CONSTRUCTION		PA
(495) YODER INC		PA
(496) YOUNG COMPANY		NJ
(497) ZIEGENFUSS DRILLING INC		NJ
(498) PREMIUM EXCAVATING LLC		PA
(499) NAPP-GRECCO COMPANY		NJ
(500) PE BEN USA INC		TX
(501) OLD OAK ENVIRONMENTAL INC		NY
(502) PRIORITY SERVICESLLC		DE
(503) OLIVIERI & ASSOCIATES INC		PA
(504) NELCO INC		MA
(505) ARMOUR & SONS ELECTRIC INC		PA
(506) NESHAMINY BRICK & BLOCK INC		PA
(507) API CONSTRUCTION COMPANY		MN
(508) AUDRE SERVICE		NJ
(509) INDEPENDENCE EXCAVATING INC		OH
(510) UTILEX INC		PA
(511) TOUGH TURF LLC		NJ
(512) ALLEN CONSTRUCTION COMPANY		IL
(513) ASPHALT PAVING SYSTEMS INC		NJ
(514) ASSOCIATED SPECIALTY CONTRACTO		PA
(515) PIETRINI CONTRACTORS INC		PA
(516) BUX-MONT EXCAVATING INC		PA
(517) NESMITH & COMPANY		PA
(518) BERNER CONSTRUCTION INC		PA
(519) GROUND PENETRATION & RESTOR		PA
(520) BIGGE CRANE AND RIGGING CO		CA
(521) THOMAS BUILDING GROUP INC		DE
(522) 3C DRILLING LLC		PA
(523) ATLANTIC LINING CO INC		NJ
(524) ATLANTIC SUBSEA INC		NJ
(525) TIERRA CONSTRUCTION SERVICES		PA
(526) R & M MASONRY CONTRACTORS INC		PA
(527) J M MASONRY INC		PA
(528) AMQUIP CRANE RENTAL LLC		PA
(529) AMQUIP CRANE RENTAL LLC		PA
(530) APPELLATION PRE FAB LLC		PA
(531) ACADEMY RECYCLING INC		PA
(532) BIDDLE CONTRACTORS INC		PA
(533) CARUSONE CONSTRUCTION INC		PA
(534) CONSTRUCTION CRANE & TRACTOR		PA
(535) DANELLA CONSTRUCTION CORP		PA
(536) DELAWARE VALLEY RECYCLING INC		PA
(537) DEPAUL & SON		PA
(538) D B TRANSPORT INC		IL
(539) FRATELLI CONSTRUCTION		PA
(540) GARGUILE & SON INC		PA
(541) GENERAL ASPHALT PAVING CO		PA
(542) GEPPERT BROTHERS INC		PA
(543) GREEN MOUNTAIN LAND CLEARING		PA
(544) GROWS INC		PA
(545) HEAVY EQUIPMENT RENTALS INC		DE
(546) HARSCO METALS		PA
(547) J M C CONTRACTORS INC		PA
(548) J A M EXCAVATING LLC		PA
(549) MECO CONSTRUCTORS INC		PA
(550) MORRISSEY INC		PA
(551) IUOE LOCAL 542 APP FUND		PA
(552) PRESTON CONSTRUCTION LLC		PA
(553) SAUTTER CRANE RENTAL		PA
(554) SIMS METAL MANAGEMENT		NJ
(555) STAR CONSTRUCTION		PA
(556) SWEENEY & SON INC		PA
(557) TCM SWEEPING INC		NJ
(558) TOTAL SERVICES INC		DE
(559) THACKRAY CRANE RENTAL INC		PA
(560) ULS-TDP LLP		PA
(561) VAC CONSTRUCTION INC		PA
(562) WINZINGER INC		NJ
(563) PREMIER DEMOLITION		PA
(564) A-1 EQUIPMENT SERVICES		PA
(565) A-1 EQUIPMENT SERVICE & REPAIR		PA
(566) AHERN RENTALS INC		NV
(567) ALLIED ERECTING & DISMANTLING		OH
(568) ABC SUPPLY CO (YORK BRANCH)		WI
(569) ASSOCIATED PAVING CONTRACTORS		PA
(570) ABC SUPPLY CO (MONTGOMERYVILLE		WI
(571) MAXIM CRANE WORKS LP		PA
(572) ATLAS COPCO		CO
(573) CONESTOGA LANDFILL		PA
(574) CAPPONI ENTERPRISES INC		PA
(575) CUSHMAN & WAKEFIELD OF PENNA		PA
(576) CIDER MILL SERVICES INC		PA
(577) DIAMOND TOOL & FASTENERS INC		PA
(578) DIAMOND HUNTBACH CONST CORP		PA
(579) DELAWARE RIVER PORT AUTHORITY		NJ
(580) DOYLESTOWN SERVICES		PA
(581) DOUGHERTY & SON INC		PA
(582) EAGLE POWER & EQUIPMENT CORP		PA
(583) EASTERN HIGH REACH (HORSHAM)		PA
(584) EASTERN HIGH REACH (HORSHAM)		PA
(585) EQUIPMENT CORP OF AMERICA		PA
(586) ELLIOTT & FRANTZ INC		PA
(587) EQUIPMENT DEPOT PENNSYLVANIA		TX
(588) EXETER BOROUGH		PA
(589) FIRST STUDENT INC		OH
(590) GILES & RANSOME INC		PA
(591) GILES AND RANSOME FLEETWOOD		PA
(592) GILES & RANSOME WHITEHALL		PA
(593) GILES & RANSOME HAMMONTON		PA
(594) HERTZ EQUIPMENT RENTAL PHILA		OK
(595) JDM MATERIALS		PA
(596) KUUSAKOSKI LLC OF PHILADELPHIA		PA
(597) KUUSAKOSKI LLC II		PA
(598) MIDLANTIC MACHINERY INC		PA
(599) MACHINERY SERVICES INC		PA
(600) NORRIS SALES COMPANY INC		PA
(601) NEAR CONTRACTING COMPANY		PA
(602) PENN JERSEY MACHINERY		FL
(603) RANSOME RENTS WEST CHESTER		PA
(604) RSC EQUIPMENT RENTAL		FL
(605) RIVERSIDE MATERIALS INC		PA
(606) RANSOME RENTS BENSALEM		PA
(607) RANSOME RENTS HAMMONTON		PA
(608) S J A CONSTRUCTION INC		NJ
(609) SUNBELT RENTALS		SC
(610) SUNBELT RENTALS (PHILADELPHIA)		SC
(611) SUNBELT RENTALS DOWNINGTOWN		SC
(612) TRICO EQUIPMENT INC		NJ
(613) UPPER SOUTHAMPTON TOWNSHIP		PA
(614) VALLEY SEEDING COMPANY		PA
(615) UNITED RENTALS QUAKERTOWN		FL
(616) UNITED RENTALS		FL
(617) UNITED RENTALS NEW CASTLE DE		FL
(618) VOLVO RENTS OF LANGHORNE		PA
(619) WARNER COMPANY		PA

Schedule R (Form 990) 2014

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

Yes

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) INTERNATIONAL UNION OF OPER ENGINEERS PENSION FUND OF EAST PA & DE	P	1,520,223	FMV
(2) INTERNATIONAL UNION OF OPER ENGINEERS PENSION FUND OF EAST PA & DE	R	13,141,441	FMV
(3) INTERNATIONAL UNION OF OPER ENGINEERS JT APPRENTICESHIP FUND	R	1,474,404	FMV

Schedule R (Form 990) 2014

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2014

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE PLAN PROVIDES HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION BENEFITS TO ELIGIBLE MEMBERS OF IUOE LOCAL 542 & THEIR DEPENDENTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	3
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	76
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	69,430,082	73,538,833
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,809,315	1,989,957
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	72,239,397	75,528,790
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	57,618,455	66,107,948
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,199,877	1,255,845
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	685,047	731,405
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	59,503,379	68,095,198
19	Revenue less expenses. Subtract line 18 from line 12.......	12,736,018	7,433,592
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	117,418,546	125,206,389
21	Total liabilities (Part X, line 26).............	1,115,658	1,783,134
22	Net assets or fund balances. Subtract line 21 from line 20.....	116,302,888	123,423,255

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	THE PLAN PROVIDES HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION BENEFITS TO ELIGIBLE MEMBERS OF IUOE LOCAL 542 & THEIR DEPENDENTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) JAMES DAVIS........................................................................ TRUSTEE	2.00 .......................	X		0	0	0
(2) THOMAS DANESE........................................................................ TRUSTEE	2.00 .......................40.00	X		0	115,204	57,242
(3) ROBERT T HEENAN........................................................................ TRUSTEE	2.00 .......................40.00	X		0	117,280	57,242
(4) CHARLES PRISCOPO........................................................................ TRUSTEE	2.00 .......................40.00	X		0	115,570	56,802
(5) MICHAEL J DRISCOLL JR........................................................................ TRUSTEE	2.00 .......................	X		0	0	0
(6) FRAN PIETRINI........................................................................ TRUSTEE	2.00 .......................	X		0	0	0
(7) CHRISTOPHER LODGE........................................................................ TRUSTEE	2.00 .......................40.00	X		0	114,946	57,242
(8) JOHN HEENAN........................................................................ ADMINISTRATOR	14.00 .......................26.00		X	45,179	83,903	57,897
(9) THOMAS DOOLEY........................................................................ FUND EMPLOYEE	12.00 .......................28.00		X	33,666	78,553	53,623
(10) PAUL POTAKO........................................................................ FUND EMPLOYEE	18.00 .......................22.00		X	47,637	58,223	52,104
(11) MATTHEW DANESE........................................................................ FUND EMPLOYEE	12.00 .......................28.00		X	30,964	72,250	51,358
(12) KENNETH N SMITH........................................................................ FUND EMPLOYEE	12.00 .......................28.00		X	36,125	67,089	51,384
(13) RENEE TIFFANY........................................................................ FUND EMPLOYEE	12.00 .......................28.00		X	30,964	72,250	51,358

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	224,535	895,268	546,252

(A) Name and business address	(B) Description of services	(C) Compensation
INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA,PA19103	CLAIMS ADMINISTRATION	1,978,000
EXPRESS SCRIPTS 13900 RIVERPORT DRIVE MARYLAND HEIGHTS,MO63043	CLAIMS ADMINISTRATION	344,020



2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 2

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......
			Business Code
2a	EMPLOYER CONTRIBUTIONS		525100	65,848,727	65,848,727
b	PENSIONER CONTRIBUTIONS		525100	4,977,956	4,977,956
c	MEDICARE PART D SUBSIDY		525100	2,052,546	2,052,546
d	PARTICIPANT CONTRIBUTI		525100	659,604	659,604
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			73,538,833
3	Investment income (including dividends, interest, and other similar amounts).......			2,504,459			2,504,459
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	116,215,575
b	Less: cost or other basis and sales expenses	116,730,077
c	Gain or (loss)	-514,502
d	Net gain or (loss)..........			-514,502	-514,502
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			75,528,790	73,024,331	0	2,504,459

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....	66,107,948
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages ....	724,450
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	153,455
9	Other employee benefits .......	293,512
10	Payroll taxes ...........	84,428
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	62,796
c	Accounting ...........	53,250
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	163,058
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	84,000
12	Advertising and promotion ....
13	Office expenses .......	167,677
14	Information technology ......	40,072
15	Royalties ..
16	Occupancy ...........	80,576
17	Travel ............	17,029
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	3,512
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	66
23	Insurance ..............	26,917
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ALLOCATED DEPRECIATION	32,452
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	68,095,198
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............				1
2	Savings and temporary cash investments .........			49,853,549	2	54,702,697
3	Pledges and grants receivable, net ...........				3
4	Accounts receivable, net .............			3,704,303	4	5,329,630
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ..........				9	22,142
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	206,422
b	Less: accumulated depreciation .....	10b	205,829	0	10c	593
11	Investments—publicly traded securities ..........			59,595,985	11	62,250,412
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 .....				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			4,264,709	15	2,900,915
16	Total assets. Add lines 1 through 15 (must equal line 34)......			117,418,546	16	125,206,389
17	Accounts payable and accrued expenses .........			117,335	17	265,972
18	Grants payable .................				18
19	Deferred revenue ................			86,762	19	74,863
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			911,561	25	1,442,299
26	Total liabilities. Add lines 17 through 25.........			1,115,658	26	1,783,134
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............				27
28	Temporarily restricted net assets ...........				28
29	Permanently restricted net assets ...........				29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........			0	30	0
31	Paid-in or capital surplus, or land, building or equipment fund .....			0	31	0
32	Retained earnings, endowment, accumulated income, or other funds			116,302,888	32	123,423,255
33	Total net assets or fund balances ...........			116,302,888	33	123,423,255
34	Total liabilities and net assets/fund balances ........			117,418,546	34	125,206,389