Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
NORTHEAST CARPENTERS HEALTH FUND
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PLAZA II RARITAN CTR PO BOX 7818
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EDISON, NJ08818
D Employer identification number

22-6032181
E Telephone number

G Gross receipts $ 787,977,100
F Name and address of principal officer:
 
PLAZA II RARITAN CTR PO BOX 7818
EDISON,NJ08818
I
Tax-exempt status: ( 9 ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1953
M State of legal domicile: NJ
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 36
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 36
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 917
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,551
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b -504
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 301,061,501 309,053,412
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 16,120,952 36,275,869
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 943,215 1,436,137
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 318,125,668 346,765,418
Expenses; 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)..... 257,829,287 264,428,697
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 6,234,199 6,522,889
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,317,547 4,542,572
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 269,381,033 275,494,158
19 Revenue less expenses. Subtract line 18 from line 12....... 48,744,635 71,271,260
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 706,866,719 818,326,983
21 Total liabilities (Part X, line 26)............. 59,453,594 76,166,535
22 Net assets or fund balances. Subtract line 21 from line 20..... 647,413,125 742,160,448
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
THE PURPOSE OF THE PLAN IS TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
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 expensesMediumBullet  
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
4,409
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
917
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
36
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
36
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletPETE TONIAPLAZA II RARITAN CTR PO BOX 7818   EDISON,NJ08818 (732) 417-3900
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ROBERT EPIFANO......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(2) JACK KOCSIS......................................................................
CO-CHAIR/EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(3) MARK HALL......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(4) GLENN GARLATTI......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(5) BRAD JORREY......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(6) ADAM SCHMIT......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(7) ERIC JENSON......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(8) BRIAN MCGLONE......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(9) ROBERT POLISANO......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(10) TODD HELFRICH......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(11) AARON HILGER......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(12) JOHN DELOLLIS......................................................................
CO-CHAIR/EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(13) EARL R HALL......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(14) ALAN SEIDMAN......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(15) F MATTHEW PEPE......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(16) BRAD WALTERS......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
(17) JAMES LOGAN......................................................................
EMPLOYER TRUSTEE
1.00
.................
 
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MICHAEL DEROSA THRU 919........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(19) ROBERT SATRIANO........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(20) WILLIAM SPROULE EFF 919........................................................................
CO-CHAIR/LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(21) ROBERT TARBY........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(22) ANTHONY VERRELLI........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(23) DAVID HAINES........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(24) WILLIAM BANFIELD........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(25) JOHN O'HARE........................................................................
EMPLYR TRUSTEE
1.00
.......................  
X           0 0 0
(26) JOHN DELSORDI........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(27) WILLIAM WATERKOTTE THRU 919........................................................................
CO-CHAIR/LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(28) MICHAEL CAPELLI THRU 919........................................................................
CO-CHAIR/LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(29) ANTHONY ABRANTES........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(30) BRUCE GARGANIO........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(31) DAN CHRISTY........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(32) DREW SIMPSON........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(33) JIM KLEIN........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(34) JOHN ROBINSON........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(35) PETER GOWING........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(36) THOMAS FLYNN........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(37) JAMIE SERRITELLA EFF 919........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(38) MICHAEL HAND EFF 919........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(39) THOMAS IVESON EFF 919........................................................................
LABOR TRUSTEE
1.00
.......................  
X           0 0 0
(40) PETER TONIA........................................................................
FUND DIRECTOR
40.00
.......................  
    X       0 0 0
(41) IAN MATTHEW RUEGG........................................................................
EMPLOYEE
40.00
.......................  
        X   190,523 0 102,673
(42) ORHAN COSKUNER........................................................................
EMPLOYEE
40.00
.......................  
        X   135,430 0 57,494
(43) BENITO CAMACHO........................................................................
EMPLOYEE
40.00
.......................  
        X   157,302 0 84,914
(44) MARY WILLIS GULBRONSON........................................................................
EMPLOYEE
40.00
.......................  
        X   169,845 0 77,801
(45) ROSE ANN HAINES........................................................................
EMPLOYEE
40.00
.......................  
        X   186,399 0 71,056
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 839,499 0 393,938
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
INDEPENDENCE ADMINISTRATORS

1990 MARKET ST
PHILADELPHIA,PA19103
CLAIMS PROCESSING 2,369,357
CHARTWELL INVESTMENT PARTNERS

1205 WESTLAKES DR STE 100
BERWYN,PA19312
INVESTMENT MANAGER 540,254
SCHULTHEIS & PANETTIERI LLP

450 WIRELESS BLVD
HAUPPAUGE,NY11788
ACCOUNTING 517,911
KROLL HEINMAN CARTON

METRO CORPORATE CAMPUS I 99 WOOD A
ISELIN,NJ08830
LEGAL SERVICES 315,357
REVOLT GROUP LLC

STE 182 929 S HIGH ST
WEST CHESTER,PA19382
INFORMATION TECHNOLOGY 314,781
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a EMPLOYER CONTRIBUTIONS 236200 247,935,596 247,935,596    
b PARTICIPANT CONTRIB-VAC 236200 38,024,382 38,024,382    
c PARTICIPANT CONTRIB 236200 23,093,434 23,093,434    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 309,053,412
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 31,474,647   3,551 31,471,096
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   446,012,904 7a
b Less: cost or other basis and sales expenses   441,211,682 7b
c Gain or (loss)   4,801,222 7c
d Net gain or (loss).........MediumBullet 4,801,222     4,801,222
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a OTHER 236200 1,436,137 1,436,137    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,436,137
12 Total revenue. See instructions.....MediumBullet 346,765,418 310,489,549 3,551 36,272,318
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
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 ....... 264,428,697  
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) ......... 257,455      
7 Other salaries and wages........ 4,165,935      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,162,677      
9 Other employee benefits ....... 662,730      
10 Payroll taxes ........... 274,092      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 399,968      
c Accounting ........... 193,850      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,219,144      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,026,475      
12 Advertising and promotion ....        
13 Office expenses ....... 482,659      
14 Information technology ...... 778,002      
15 Royalties ..        
16 Occupancy ........... 433,093      
17 Travel ............ 8,781      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 87,853      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 145,160      
23 Insurance ... 189,597      
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 REPAIRS & MAINTENANCE 13,173      
b REIMB TO/FROM RELATED O -435,183      
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 275,494,158      
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 81,405,356 1 40,768,878
2 Savings and temporary cash investments ......... 84,894,423 2 70,148,843
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 39,289,343 4 42,430,747
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 3,427,032 9 5,032,320
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,405,690
b Less: accumulated depreciation 10b 459,647 824,880 10c 946,043
11 Investments—publicly traded securities . 351,600,691 11 490,200,673
12 Investments—other securities. See Part IV, line 11 ..... 128,173,785 12 138,333,123
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 17,251,209 15 30,466,356
16 Total assets. Add lines 1 through 15 (must equal line 33)... 706,866,719 16 818,326,983
Liabilities 17 Accounts payable and accrued expenses ..... 5,959,141 17 8,387,563
18 Grants payable ...   18  
19 Deferred revenue .........   19  
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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 53,494,453 25 67,778,972
26 Total liabilities. Add lines 17 through 25.. 59,453,594 26 76,166,535
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 647,413,125 31 742,160,448
32 Total net assets or fund balances ........... 647,413,125 32 742,160,448
33 Total liabilities and net assets/fund balances ........ 706,866,719 33 818,326,983
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
346,765,418
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
275,494,158
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
71,271,260
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
647,413,125
5
Net unrealized gains (losses) on investments ...............
5
23,476,063
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
742,160,448
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHEAST CARPENTERS HEALTH FUND
 
Employer identification number

22-6032181
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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.
b
If the organization elected, as permitted under FASB 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 on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....   148,292 148,292 0
c Leasehold improvements   25,890 19,820 6,070
d Equipment ....   1,107,213 249,140 858,073
e Other .....   124,295 42,395 81,900
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 946,043
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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........    
(3) Other
(A) PARTNERSHIPS/JOINT VENTURE
105,497,719 F

(B) 103-12 INVESTMENT ENTITIES
28,944,876 F

(C) CORPORATE STOCK
3,890,528 F
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 138,333,123
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 67,778,972
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 369,022,337
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 23,476,063
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 23,476,063
3 Subtract line 2e from line 1.................. 3 345,546,274
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 1,219,144
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 1,219,144
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 346,765,418
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 274,078,014
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................... 3 274,078,014
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 1,219,144
b Other (Describe in Part XIII.) ............ 4b 197,000
c Add lines 4a and 4b..................... 4c 1,416,144
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 275,494,158
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 XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE & IBNR 197,000.
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHEAST CARPENTERS HEALTH FUND
 
Employer identification number

22-6032181
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA & CARIBBEAN 0 0 INVESTMENTS   4,254,688
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 4,254,688
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 4,254,688
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHEAST CARPENTERS HEALTH FUND
 
Employer identification number

22-6032181
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on 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 .........
1b
 
 
2
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 on Line 1a? ..
2
 
 
3
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.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on 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 ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 on 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 on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1IAN MATTHEW RUEGG
EMPLOYEE
(i)

(ii)
190,523
-------------
0
0
-------------
0
0
-------------
0
52,270
-------------
0
50,403
-------------
0
293,196
-------------
0
0
-------------
0
2ORHAN COSKUNER
EMPLOYEE
(i)

(ii)
135,430
-------------
0
0
-------------
0
0
-------------
0
36,502
-------------
0
20,992
-------------
0
192,924
-------------
0
0
-------------
0
3BENITO CAMACHO
EMPLOYEE
(i)

(ii)
157,302
-------------
0
0
-------------
0
0
-------------
0
43,229
-------------
0
41,685
-------------
0
242,216
-------------
0
0
-------------
0
4MARY WILLIS GULBRONSON
EMPLOYEE
(i)

(ii)
169,845
-------------
0
0
-------------
0
0
-------------
0
39,608
-------------
0
38,193
-------------
0
247,646
-------------
0
0
-------------
0
5ROSE ANN HAINES
EMPLOYEE
(i)

(ii)
186,399
-------------
0
0
-------------
0
0
-------------
0
49,160
-------------
0
21,896
-------------
0
257,455
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 - SUPPLEMENTAL INFORMATION PETER TONIA - TOTAL COMPENSATION REPORTED BY CARPENTERS HEALTH AND WELFARE FUND OF PHILADELPHIA AND VICINITY(UNRELATED ORGANIZATION) AMOUNTED TO $330,872. COMPENSATION WAS REIMBURSED BY THE FILING ORGANIZATIONS AT AN HOURLY RATE COMMENSURATE WITH THE AMOUNT OF TIME SPENT.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHEAST CARPENTERS HEALTH FUND
 
Employer identification number

22-6032181
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ROSEANN HAINES
 
FAMILY MEMBER 257,455     No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  




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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NORTHEAST CARPENTERS HEALTH FUND
 
Employer identification number

22-6032181
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT AND FULL-TIME EMPLOYEES OF THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS AN EMPLOYEE BENEFIT FUND COVERED BY ERISA. THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND REPORT THEM AS THEY OCCUR. IN ADDITION, THE FUND'S WRITTEN CONFLICT OF INTEREST POLICY REQUIRES FUND EMPLOYEES TO FULLY AND PROMPTLY DISCLOSE ANY FINANCIAL OR PERSONAL INTEREST THEY HAVE WITH OTHER PARTIES THAT DEAL WITH THE FUND OR BOARD OF TRUSTEES, IN WRITING.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT REQUIRED BY LAW.
PART IV CHECKLIST OF REQUIRED SCHEDULES QUESTION 12A THIS ORGANIZATION OBTAINS SEPARATE AUDITED FINANCIAL STATEMENTS FOR EACH EMPLOYEE BENEFIT PLAN FUNDED BY THIS TRUST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NORTHEAST CARPENTERS HEALTH FUND
 
Employer identification number

22-6032181
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?
Yes No
(1)NORTHEAST CARPENTERS PENSION FUND
PLAZA II RARITAN CTR

EDISON,NJ08818
11-1991772
BENEFIT FUND NJ 501(A) N/A N/A
 
No
(2)NORTHEAST CARPENTERS ANNUITY FUND
PLAZA II RARITAN CTR

EDISON,NJ08818
22-2406812
BENEFIT FUND NJ 501(A) N/A N/A
 
No
(3)NORTHEAST CARPENTERS APPRENTICESHIP FUND
221 SOUTH 31ST STREET

KENILWORTH,NJ07033
23-7041867
BENEFIT FUND NJ 501(C)3 2 N/A
 
No
(4)NORTHEAST CARPENTERS SCHOLARSHIP FUND
PLAZA II RARITAN CTR

EDISON,NJ08818
22-6676052
SCHOLARSHIP BENEFITS NJ 501(C)3 7 N/A
 
No
(5)SEE SCHEDULE R SUPPLEMENTAL INFORMATION
 
 
         
 
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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?



(k)
Percentage
ownership


Yes No Yes No
(1) SEE SCHEDULE R SUPPLEMENTAL INFORMATION

 
 
     
                 












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
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SEE SCHEDULE R SUPPLEMENTAL INFORMATION

 
 
     
           












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
FORM 990, SCHEDULE R ATTACHMENT PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST 34 GROUP INC 365 SPACE SOLUTIONS 3RD TRACK CONSTRUCTORS 7 GENS LLC A & K CONTRACTING INC A & S DRYWALL A K INTERNATIONAL A O F INSTALLATION SERVICES A P CONSTRUCTION INC A R I PRODUCTS INC A T CHADWICK CO INC A.PARO CONSTRUCTION, LLC AAC CONTRACTING INC ABALENE DECORATING SERVICES ABC CONTRACTING CO INC. ABLE ROLLING STEEL DOOR I ABSCOPE ENVIRONMENTAL INC ABSOLUTE WOODWORKING INSTAL AC DRYWALL SYSTEMS INC ACCESS COMPUTER FLOORS ACCURATE ACOUSTICAL ACCURATE CONSTRUCTION INC ACKERSON DRAPERY & DECORATO ACME MARKETS C/O ALBERTSONS ACOUSTICAL SERVICES INC ACOUSTICS PLUS INC ACRO DISPLAY ACTION BULLET RESISTANT ACTION STORE FRONT, INC. A-DECK INC ADIRONDACK MECH SER LLC ADIRONDACK TAPING & SUPPL ADVANCE MECHANICAL INC,LL ADVANCED COMMERCIAL INTERIO ADVANCED CONSTRUCTION LLC ADVANCED SCAFFOLD SERVICES ADVANCED TECHNOLOGY GROUP ADVANTAGE INDUSTRIAL SYS AEG MANAGEMENT NASSAU LLC AGATE CONSTR CO INC AHEARN-HOLTZMAN INC AIM MECHANICAL SERVICES LLC AIMM INC AIRWAYS DOOR SERVICE INC AISLE SAVERS INC AJAY GLASS & MIRROR CO AJG ASSOCIATES LLC AKWESASNE CONSTRUCTION ALABAMA CARPENTERS ALANTHONY CONST LLC ALASKA CARP.FUND OFFICE ALBA ARCH METAL AND GLASS ALBERT GARLATTI CONSTR CO ALIANO BROTHERS GENERAL CON ALITE FLOORING LLC ALL ACES LLC ALL ACTION ARCHITECTURAL ALL CITY INSTALL INC ALL COUNTY GLASS & MIRROR, COR ALL CRAFT FABRRICATORS,IN ALL RISK RESTORATION ALL SYSTEMS UNION INSTALL AL-LEE INSTALLATIONS ALLIANCE MASONRY CORP ALLIED CONSTRUCTION GROUP I ALLIED POWER SERVICES LLC ALLSPEC CONSTRUCTION INC ALPINE CEILING & WALL COMPA AL-RITE CONSTRUCTION CO AM CONTRACTING, LLC AMBOY FLOORS INC AMC CONST & MGMT AMC INSTALLATIONS AMERICAN BRIDGE COMPANY AMERICAN CONVENTION SERVICE AMERICAN FLOOR SYSTEMS INC AMERICAN FURNITURE AFI AMERICAN INTERIOR CONSTR IN AMERICAN OVERHEAD DOOR & DO AMERICAN PILE AND FOUNDATIO AMERICAN WOOD INSTALLERS IN AMI CONSTRUCTION CO INC AMZ CONSTRUCTION SERVICES ANCHORMEN CONSTRUCTION ANDERSEN INTERIOR CONTRACTING ANDRE SILVERS CABINET MAKER ANDREW JAMES INTERIORS INC ANDREW R. MANCINI ANDRITZ HYDRO CORP ANDRON CONSTRUCTION CORP ANGELO DEVITO CONSTRUCTION ANGELO'S CONSTRUCTION CO IN ANJAC ENTERPRISES IC ANNANDALE CONST CORP ANSELMI & DE CICCO INC AOW ASSOCIATES, INC. APACHE INDUSTRIAL UNITED IN APPRENTICE TRAINING CREDI APS CONTRACTING INC ARAMARK MANAGEMENT ARBEN GROUP LLC ARCHITECTURAL CONCRETE EX ARI CONST & MASONRY ARI PRODUCTS, INC ARIA FLOORING LLC ARLINE L L C ARRIS CONTR CO INC ART GUILD INC. ARTHUR DI GIANNO, INC. ARTHUR J OGREN INC ARTISAN DISPLAY INC ARTISON FRAMING CONTRCTOR ASAP INTERIORS INC ASSA ABLOY ENTRANCE SYS ASSUNCAO BROS INC ATACCON LLC A-TECH CONCRETE CO INC ATG TRADING LLC ATHENA CONTRACTING INC ATHLETICA INC ATLANTIC CENTURY INTERIOR ATLANTIC CITY CONVENTION CT ATLANTIC EXPOSITION INC ATLANTIC PACIFIC FLOORING L ATLANTIC PLANT MAINTENANCE ATLAS CONCRETE CORPORATION ATLAS WOODWORKING INC ATTRACTION & ENTERTAINMENT AUSTIN DRYWALL CORP. AUTOMOTION SOLUTIONS INC. AVANTI BUILDING CONSTRUCT AVON CONTRACTORS B & R FLOOR COVERING INC B F C LTD B J MCGLONE & CO INC B PIETRINI & SONS B&B CONCRETE ENTERPRISES B&R UNIVERSAL CONSTRUCTION BABCOCK & WILCOX CONSTRUC BAEHRE & SHUMWAY INC BAHNSON ENVIROMENTAL SPECIA BALLARD MARINE CONSTRUCTI BALLYS HOTEL CASINO BAMCO, INC. BANCKER CONSTRUCTION CORP. BARNARD CONSTRUCTION CO BARONE CONSTRUCTION GROUP BAUER SPECIALTY FLOORING BAYSIDE CONSTRUCTION SERVIC BBL-CARLTON.LLC BCI STRUCTURAL INC. BEAM ENTERPRISES BEL-CON CONSTRUCTION SERVIC BELL'ARTE INC BELLE CONST LLC BELL-MILL CONSTRUCTION CO I BENARD ASSOCIATES BENCHLEY CONTRACTING & RE BENCHMARK ACOUSTICS INC BENJAMIN R HARVEY CO INC BENNETT BROS MECHANICAL INC BERKOWSKY & ASSOCIATES INC BERTINO & ASSOCIATES INC BERTO CONST INC BETTE & CRING, LLC BEYNON SPORTS SURFACES INC BF ITALIA INC BFL LLC BHI ENERGY I SPEC SERV BIDCO MARINE GROUP INC BIG MOUNTAIN IMAGING BIGELOW LLC BIONCO BUILDERS INC BISON CONTRACTING & BUILD BJCC INC BLACKROCK CONSTRUCTION LLC BLASZ CONSTRUCTION BLUEFIN CONSTRUCTION CORP BLUEHILL CONSTRUCTION INC BMB LEASING CORP BMG ENTERPRISES BOCK CONSTRUCTION INC BOND BROTHERS INC BORGATA HOTEL CASINO AND SP BOTT MECHANICAL COMPANY INC BOTTONI CONCRETE BOULTER INDUSTRIAL BOVE INDUSTRIES INC BOWEN ENGINEERING CORPORATI BRAMSON HOUSE INC BRAND ENERGY SERVICES BRANDSAFWAY INDUSTRIES BRAVO RESOURCES INC BRENNAN INDUSTRIAL CONTRACT BRIDG-IT FABRICATORS INC BRIGHTLINE CONSTRUCTION INC BROCK INDUSTRIAL SERVICES L BROCKWELL & CARRINGTON CONT BROWNSTONE CONSTRUCTION BRUNSWICK BOWLING & BILLIAR BRYAN DOESIT INC BTS COMMERCIAL PROPERTY SER BUCK CONSTRUCTION LLC BUFFALO INDUST DIVING BUILD TASK LLC BUILDERS INC BUNTING GRAPHICS INC BURDG DUNHAM & ASSOC BURLINGTON COUNTY OVERHEAD BURNS BROS CONTRACTORS BURT CRANE & RIGGING BUSSOLA AND RALPH USA LTD BUTLER CONSTRUCTION CO BVF CONSTRUCTION CO INC BVR CONSTRUCTION CO., INC BWD STEEL INC DBA BWSTEEL C & H INDUSTRIAL MAINTENANC C & H INDUSTRIAL SERVICES I C & R INSTALLATIONS INC C & S TECHNICAL RESOURCES C D S MESTEL CONST CORP C ERICKSON & SONS INC C H SCHWERTNER & SON INC C J HESSE INC C L QUINN CO INC C MANCINI CONSTR DRYWALL & C MOSCHELLA BLDRS C R CONSTRUCTION CO INC C R MEYER AND SONS COMPANY C S I C.B.I. DRYWALL CORP. C.D. PERRY & SONS C.P. WARD INC CAESAR'S ATLANTIC CITY CAJ CONSTRUCTION CORP CALI ENTERPRISES INC CALIFORNIA HEALTH & WEL CALVITTI CO CANADA CARPENTERS ONTARIO ACOU CAPITAL CONCRETE CAPITAL FLOORS LLC CARBRO CONSTRUCTORS CORP CARDOSO INCORPORATED CARL WALKER CONSTRUCTION CARPENTERS TRUSTS OF WESTERN W CARPETS BY HOWELL CARRIER MAUSOLEUMS CONST US CARSON CONCRETE CORP CASABELLA CONTRACTING OF CATCO CONCRETE APPLIED TE CAVANAUGH WALL SOLUTIONS IN CAW LLC CCA CIVIL DAIDONE ELECTRIC CCA CIVIL INC CCC CUSTOM CARPENTRY CCS CONSTRUCTION LLC CDS MESTEL CONST CORP CECO CONCRETE CONST LLC CEILING CRAFTSMAN INC CEILINGS INC CELL CONSTRUCTION, INC. CENTRAL ILLNOIS CARPENTERS CENTRAL PACK ENGINEERING CO CENTRE INTERIORS WOODWORKING CENTRE MARKET BUILDING LLC CENTURY CARPET INC CERTIFIED INSTALLATION SVCS CERTIFIED INTERIORS, INC. CFW CONTRACTING CORP CG HOLLISTER CO CH SCHWERTNER AND SON, IN CHARLES GAETANO CONST CO CHENANGO SPORTS, INC. CHENG'S CONSTRUCTION INC CHEW FLOORING CITY ELECTRIC SUPPLY LLC CITY OF OSWEGO CITYWIDE 3 OFFICE FURNITU CJ MARLY CONSTRUCTION INC CLA INSTALLATIONS LLC CLARIDGE HOUSE II CONDO ASS CLASSIC FLOOR FINISHING INC CLEMENS CONSTRUCTION CO INC CLIFFORD QUAY & SONS, INC CLIFTON LANDSCAPE CONTRACTI CMU CONSTRUCTION INC CNC CONSTRUCTION INC CNZ CONTRACTING COASTAL GENERAL CONTRACTING COASTAL INSTALLATIONS LLC COASTAL LAND CONTRACTORS IN COLD SHIELD INC
FORM 990, SCHEDULE R ATTACHMENT PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST COLDSTAT REFRIGERATION COLONNELLI BROTHERS INS COLVIN DRAPERIES COMBINED RESOURCES INTERI COMMAND CO INC COMMERCIAL CONTRACTING CO COMMERCIAL DRYWALL CORP. COMMERCIAL FLOORING MANAGEM COMMERCIAL IND ACOUSTICS IN COMMERCIAL INTERIORS INC COMMERCIAL PAYROLL INC COMMODORE CONST GROUP COMPLETE CONSTRUCTION COMPLETE INSTALLATIONS COMPLETE SCAFFOLD INC COMPONENT ASSEMBLY SYS INC COMPUTER FLOORS, INC. CONCRETE BY DESIGN INC CONCRETE STRATEGIES CONDOS FLOOR COVERING CONMAS INC CONSOLIDATED CARPET TRADE CONSOLIDATED CONTRACTORS LL CONSOLIDATED EQUIPMENT ER CONSTRUCTION MAINTENANCE PL CONSTRUCTION PROS INTERNATI CONSTRUCTION RESOURCES CORP CONSTRUCTION SPECIALTIES IN CONTICO CORP COPELAND SURVEYING INC CORD CONTRACTING CO., INC. CORE LABOR SOLUTIONS CORNELL UNIVERSITY CORNERSTONE CONTRACTING INC CORPORATE WOODWORKING INC COUNTY OF BURLINGTON COUNTY OF MERCER CPR FURNITURE INSTALLATION CR MEYER AND SONS COMPANY CRAFTSMAN STOREFRONTS & G CRAFTSOURCE INC CRANE-HOGAN STRUCTURAL SY CREAMER JINGOLI LLC CREAMER/SANZARI A JOINT VEN CREATIVE FURNITURE SOLUTION CREATIVE INSTALLATIONS INC CREATIVE METAL CONTRACTORS CREATIVE SURFACES INC CRONIN O TOOLE CROSSROADS CONSTRUCTION CRYSTAL INSTALLATIONS INC CUTTING EDGE FLOORING CWP CABINET CONCEPTS CYMA CARPENTRY CO CYPRECO INDUSTRIES INC CZARNOWSKI DISPLAY SERVICE D & B ACOUSTICAL CORP D & J CONCRETE CORP D & R JONES CONST CORP D A COLLINS CONSTRUCTION CO D G C CAPITAL CONTRACTING D.A. COLLINS CONSTR DALE CONSTRUCTION CO DAME CONTRACTING, INC. DANDREA BROS CONC CO INC DANIEL J LYNCH INC DANS SNOWPLOWING LLC DAR DRILL INC DARLIND ASSOCIATES INC DATZ DAT CONSTRUCTION INC DAVE OSBORNE CONSTRUCTION INC. DAVID M SCHMITT DAY & ZIMMERMANN NPS INC DC METRO INSTALLATION & DIS DCMC CONSTRUCTION LLC DECKER CONSTRUCTION DECLERCK FLOORING INC DEFOE CORP DEGLER-WHITING INC DEGOL CARPET DELRIC CONSTRUCTION CO INC DEL-SANO CONTR CORP DEPALMA CONTRACTING DESAVINO & SONS INC DESIGN SPECIALISTS INC DETROIT DISTRICT COUNCIL DEUCE CONSTRUCTION CORP. DEVECKA CUSTOM CONST INC DEVILS ARENA ENTERTAINMENT DFNY DRYWALL & ACOUSTICS DGC CAPITAL CONTRACT CORP DIAMOND CONST NVNJ DIAMOND STOREFRONTS INC. DICAROLIS ASSOC INC DICK TILE & MARBLE CO INC DIMAIO MILLWORK, CORP. DIMENSION WALL & CEILING IN DIMENSIONAL METRO DISABILITY CREDIT DISPLAY CRAFT MFG (WEITZMAN DIVAD CONCRETE INC. DIVERSIFIED MILLWORK INC DJ ROSSETTI INC DLV, INC DMH SERVICES INC DN TANKS DOCK SERVICES INC DONALDSON ACOUSTICS CO DONALDSON INTERIORS,INC DOVELIN ENTERPRISES INC DPR CONSTRUCTION DRAPERIES ETC INC DRILL CONST CO DRYWALL & ACOUST OF NE DUALL BUILDING RESTORATION DUANE BUILDERS, INC. DUDLEY CONSTRUCTION CO. DUGGAN & MARCON INC DUGGAN CONTRACTING CORP DUNCAN & CAHILL INC. DUNCAN MACHINERY MOVERS DUNCAN PARTNERS, LLC DURR MECHANICAL CONSTRUCTIO DURRANT CONST CO INC DUTCHESS COUNTY CONSTRUCT E & K CONSTRUCTION SERVICES E B S MILLWORK INC E C PROVINI CO INC E G & J INC E I I INC E P GUIDI INC E&A RESTORATION INC E.E. AUSTIN & SON, INC EAGLE MANAGEMENT GROUP INC EAST HILLS METRO, INC. EASTERN MILLWORK INC EASTERN MILLWORK/EMI EASTERN MILLWRIGHT REG CO EASTERN MILLWRIGHT REG COUN EASTERN SCAFFOLDING & SHORING EATON ASSOCIATES, INC. ECCO III ENTERPRISES, INC. ECLIPSE CONTRACTING ECO SPECIALTIES LLC ECONOMY PAVING INC ED BAUER CONSTRUCTION EDA CONSTRUCTION COMPANY EDGEBROOK CONST, CO. INC. EDGER ENTERPRISES OF ELM EDWARD LESKE COMPANY EDWARD SCHALK & SON EE CRUZ & COMPANY EG&J INC EJ CONSTRUCTION GROUP LLC EL SOL CONTRACTING ELITE FLOORS, INC. ELITE INSTALLATIONS ELK SPECIALTY FLOORING IN EMPIRE LUMBER & MILLWORK CO EMPIRE MARINE CORP. EMPIRE MILLWORK EMPIRE OFFICE EQUIPMENT INC EMPIRE OFFICE INC EMPLOYCO SERVICES INC ENERFAB INC ENERGY SMART INSULATION I ENG & REF INC. EPIC MANPOWER INC EPIFANO BUILDERS INC ERECTALL CORP ERIE BUILDERS ESS & VEE ACOUSTICAL CONSTRUCT ETHOS ENERGY FIELD SERVICES EUROTECH CONST CO EUROTECH CONSTRUCTION CORP. EVERGREENE ARCHITECTURAL EVERLASTING CONTRACTING EXCEL CONSTRUCTION EXCEL FLOORING INC EXCEL INSTALLATIONS LLC EXPANSION SPECIALTIES INC EXTERIOR CLADDING TECH LL F&G MECHANICAL CORPORATIO F&J DEGRAZIA INC F.E. JONES CONSTR INC F4 INSTALLATIONS LLC FALCON MAINTENANCE INC FALLPROOF SYSTEMS LLC FARAD CONCRETE CORP. FARLEY SALES-INSTALLATION FC & C CONST ENT INC FERRARI & SONS, INC FERRARO PILE & SHORING IN FERREIRA CONSTRUCTION COMPA FERREIRA CONSTRUCTION/TUTOR FIACCO & RILEY CONSTRUCT FILLING MARBLE & TILE INC FINDLAY INSTALLATION SERVIC FINGER LAKES INDUSTRIAL FIRESTOP SOLUTIONS FIRESTOP TECHNOLOGIES FIRST CHOICE INSTALLATION FITCO INC FITWELL INTERIORS INC FITZPATRICK & ASSOC FIVE STAR INSTALLATION, CORP. FIXTURES INTERNATIONAL INC FLANAGANS LANDSCAPE & IRRIG FLATIRON BUILDING COMPANY FLOORING INSTALLERS WORKROO FLORKOWSKI BUILDERS INC FOLGORE MOBILE WELDING INC FORCE CONCRETE & MASONRY CO FORDHAM CONSTRUCTION, INC FORSA CONSTRUCTION LLC FORTE SPECIALTY CONTRACTORS FOSS & CO INC FRANK LILL & SON, INC FRANK R LAMARRA INC FRATCO CONSTRUCTION, CORP FRED M SCHIAVONE CONST INC FREEMAN DECORATING CO FREEMAN EXPOSITION LLC FRESH MEADOW POWER-NE LLC FRIEND COMMERCIAL CONTRAC FROMKIN BROTHERS INC FROST KING THERMWELL PRODUC FURINO & SONS INC FUTURE SHOCK METALS & GLA G & P PARLAMAS INC G & T ERECTORS LLC G PANETTA GABE CONST & DEVELOP CORP GALT INDUSTRIES LLC GALWAY DEV CORP GANEM CONTRACTING GARDEN GROVE CONSTRUCTION GAROZZO AND SCIMECA CONST C GC FLOORING, INC. GCCOM CONSTRUCTION COMPANY GEM ROOFING & WATERPROOFING GENTILE CONCRETE INC GEORGE DEVITO MASTER CARPEN GEORGE YOUNG COMPANY GEORGE YOUNG MAMMOET GER INDUSTRIES INC. GERBER METAL SUPPLY CO GFA DEVELOPMENT CO LLC GIANFIA CORP GIRANDOLA & SHUTKIND CONST GITZEN COMPANIES INC GLEESON CONSTRUCTION INC GLEESON POWERS INC GLENWOOD MANAGEMENT SERVICE GLOBAL CONCRETE LLC GLOBAL EXPERIENCE SPECIALIS GLOBAL INSTALLATIONS RESOUR GLOBAL TURF CORP GLOMAR CONSTRUCTION INC GLOUCESTER COUNTY IMPROVEME GLOUCESTER COUNTY UTILITIES GMAC CONSTRUCTION LLC GMJC CONSTRUCTION CORP GMS CONSTRUCTION GROUP IN GODSELL CONSTRUCTION CORP. GOEBEL FIXTURE CO. GOLDEN CROWN CONTRACTORS IN GOLDEN NUGGET ATLANTIC CITY GOLDINSON CORP GOLTERMAN & SABO INC GOOD SAMARITAN HOSPITAL GOTTSTEIN CONST CORP GOULD ERECTORS & RIGGERS, GRABOYES COMMERCIAL WINDOW GRACE INDUSTRIES LLC GRACON CORPORATION GRAYCO CORP OF UPSTATE NY GREAT ADVENTURE INC GRECO CONSTRUCTION INC, GREENEBUILD LLC GREENWOOD PRODUCTS INC. GREG LOGISTICS LLC GRIDLOCK CEILING GROVE CONSTRUCTION GRS HOLDINGS GUILIANNO INNOVATION INC GULF COAST CARP & MILLWRI H & M INSTALLATIONS INC H C CONSTRUCTORS INC H S C BUILDERS & CONST MANA H.R. BEEBE, INC. HAGEN CONSTR INC HAINES & KIBBLEHOUSE INC
FORM 990, SCHEDULE R ATTACHMENT PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST HAJDU CONSTR INC HALL BUILDING CORP. HALL CONSTRUCTION CO INC HALMAR INTERNATIONAL LLC HALMAR INTERNATIONAL/LB ELE HAMON CUSTODIS, INC. HANKINSON & KOEHLER/DBA HK HANNONS FLOOR COVERING CORP HARD ROCK HOTEL & CASINO AC HARGROVE INC HARRAH'S ATLANTIC CITY HARRIS ENVIRONMENTAL SYSTEMS HARRISON & BURROWES BRIDG HARTZ BLEACHERS LLC HAVERSTICK-BORTHWICK CO HEALY LONG & JEVIN INC HEARTLAND HEALTHCARE FUND HELMER-CRONIN CONSTRUCTION HENDERSON-JOHNSON CO INC HENKELS & MC COY INC HENRY F. TEICHMANN, INC. HERBERT F. DARLING INC HERITAGE CONTRACT FLOORIN HERITAGE FLOORING HERITAGE REFRIGERATION LLC HI TECH DATA FLOORS INC HMS INTERIORS INC HOHL INDUSTRIAL SERVICES HOHL SCRUFARI TRAIN STA HOLLY-WOOD III CONSTRUCTION HOLT CONSTRUCTION CORP. HOMEPORT ALLIANCE FOR THE U HOMER GOW & SONS HORIZON CONTRACTING HUBER CONSTRUCTION INC HUDSON CARPENTRY HUDSON VALLEY BRIDGE CONS HUDSON VALLEY CONSTRUCTIO HUDSON VALLEY GLASS & MET HUMBOLDT WOODWORKING INST HUNEKE ASSOCIATES INC HUNTING VALLEY CONSTRUCTI HUTCHINSON CABINETS HYGRADE INSULATORS INC I E W CONSTRUCTION GROUP IN ICON DSP DIV OF PHOENIX SEC ICS BUILDERS INC IDEAL CONCRETE INC IGM CONSTRUCTION CORP INDEPENDENT CONTRACT FLOORI INDIANA-KENTUCKY CARP INDUSTRIAL CONSTRUCTION OF INDUSTRIAL CONTRACTING IN INDUSTRIAL FIBERGLASS SERVI INDUSTRIAL MAINTENANCE OF T INFINITE GLASS & METAL INFINITY NORTHEAST INC INNER CITY CONCEPTS LLC INNOVATIVE MASONRY LLC INNOVATIVE PROJECTS INC. INNOVATIVE WINDOWEAR INC INSTASPACE LLC INSULATION CONTRACTORS INC. INTECH CONSTRUCTION INC INTEGRITY INSTALLATION INC INTEGRITY INTERIORS INC INTERIOR CONTRACTING SYSTEM INTERIOR INSTALLATION SER INTERIOR INSTALLATIONS LLC INTERIOR PRECISION INC INTERNAL LHR RECIPROCALS INTERNAL RECIPROCALS INTERNAL WELFARE TRANSFER INTERNATIONAL CHIMNEY COR INTER-STATE INSTALLATIONS L INTERSTATE PAYROLL, INC. IOVINO MASON CONTRACTING IPC LYDON LLC IRONWOOD HEAVY HIGHWAY LL IRONWORKERS LOCAL 440 IROQUOIS BAR CORP. ISIGN ISLAND ACOUSTICS, LLC ISLAND ARCHITECTURAL WOODWORK ISLAND CONCRETE CONSTRUCTION C ISLAND INTERNA EXTERIOR FAB ISLAND INT'L EXTERIOR FAB ISLAND MILLWORK INSTALLAT ISLAND PUMP & TANK CORP. IVERSEN LUMBER COMPANY IW CONSTRUCTION INC J & A CONCRETE CORP., INC. J & G ACOUSTICS J & M INTERIORS INC J A SALERNO & SON INC J ANTHONY EQUIPMENT CO J B MILLWRIGHTING INC J D LAWRENCE J DANNUNZIO & SONS J FLETCHER CREAMER & SON, I J G CONTRACTING LLC J H REID GENL CONTRACTOR J J WHITE INC J L ALLEN CO J M R COMMERCIAL INTERIORS J N J CONSTRUCTION INC J P C GROUP INC J PRIORE CONSTRUCTION J R PRISCO INC J SERVICE GROUP CORPORATION J SERVIDONE JR EQUIP & SALE J. MULLEN & SON J. SERVIDONE JR EQUIPMENT & SA J.C. STRUCTURES, INC. J.J. CURRAN & SON, INC. J2 CONSTRUCTION SOLUTIONS L JACOBSON & COMPANY INC JAFCO IND, LLC JAMES A. JENNINGS, INC. JAMES FLOOR COVERING JAMES H. MALOY INC JAMESON ROOFING COMPANY JANSON INDUSTRIES JAVIN INSTALLATIONS, INC. 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FORM 990, SCHEDULE R ATTACHMENT PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS PART III, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST SCHMIDT & SCHMIDT INC SCHNABEL FOUNDATION COMP SCHUMACHER SYSTEMS, INC SCIULLO CONSTRUCTION CORP SCOZZARI BUILDERS INCORPORA SCRUFARI CONSTRUCTION CO SCULLY CONSTRUCTION, CORP SCURTO CEMENT CONSTRUCTION SDK ASSOCIATES LLC SEACOAST MECHANICAL LLC SEALAND CONTRACTORS CORP SEAMLESS FLOORING SYSTEMS I SERVIAM CONSTRUCTION LLC SERVICE SCAFFOLD CO., INC SETTE CONSTRUCTION CORP SHADES CONTRACTING LLC SHAMROCK ACOUSTICS, INC SHANE ENTERPRISES INC SHARP CONCRETE CORP SHELBY MECHANICAL INC SHEPARD EXPOSITION SERVICES SHERATON ATLANTIC CITY SHERMAN CONSTRUCTION, INC SHORE BUILDING CONTRACTORS SHORELANDS CONSTRUCTION INC SHORELINE CONSTRUCTION CORP SHORELINE SPECIALTIES SHOWBOAT HOTEL SIEMENS GEN SVC CO SIEMENS GENERATION SVCS SILAGY CONTRACTING LLC SILVERBACK PRODUCTIONS LLC SILVERLINE CONSTRUCTION SIMPSON & BROWN INC SITELINE INTERIOR CARPENTRY SITEWORKS CONTRACTING SJT FLOOR COVERING INC SKAN PENN CONSTRUCTION CO SKANSKA KIEWIT JV SKANSKA KOCH INC SKANSKA USA BUILDING INC SKANSKA USA CIVIL NE INC. 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PART VII - SUPPLEMENTAL INFORMATION THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED ORGANIZATIONS IS THAT WHICH IS AVAILABLE TO THE FILING ORGANIZATION AT THE TIME OF THIS FILING.
SCHEDULE R, PART II AND IV CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION FOR SERVICES PROVIDED TO THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS.
Schedule R (Form 990) 2019

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