TY 2021 Form 990

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

2021

Open to Public Inspection

Name of the organization

BOARD OF TRUSTEES OF SMW LU NO 28
WELFARE FUND

Employer identification number

13-5530847

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 ........

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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.

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

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:

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

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

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

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

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

Yes No

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

Part V

Endowment Funds.
Complete if the organization answered "Yes" 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 ......

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

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

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

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

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

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

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 ....
c	Leasehold improvements	1,297,635	434,282	863,353
d	Equipment ....	3,867,068	3,535,869	331,199
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,194,552

Schedule D (Form 990) 2021

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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.)	3,079,545
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) 2021

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	87,657,884
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	9,092,475
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	9,092,475
3	Subtract line 2e from line 1..................			3	78,565,409
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	207,175
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	207,175
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	78,772,584

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	86,913,609
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	86,913,609
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	207,175
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	207,175
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	87,120,784

Part XIII

Supplemental Information

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

Return Reference	Explanation
PART X, LINE 2:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2018 THROUGH 2020 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE AND DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2018 THROUGH 2020 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

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

Complete if the organization answered "Yes" 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

2021

Open to Public Inspection

Name of the organization

BOARD OF TRUSTEES OF SMW LU NO 28
WELFARE FUND

Employer identification number

13-5530847

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes 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 .....

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? ....

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

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

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

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

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

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

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

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

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:

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

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

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

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 ............

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 ..........................

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

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

Cat. No. 50053T

Schedule J (Form 990) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ERIC MESLIN TRUSTEE	(i) (ii)	0 ------------- 183,862	0 ------------- 0	0 ------------- 52,386	0 ------------- 102,083	0 ------------- 43,725	0 ------------- 382,056	0 ------------- 0
2SALVATORE STARACE TRUSTEE	(i) (ii)	0 ------------- 153,218	0 ------------- 0	0 ------------- 44,147	0 ------------- 85,374	0 ------------- 41,459	0 ------------- 324,198	0 ------------- 0
3GLEN CAMISA EXECUTIVE DIRECTOR	(i) (ii)	197,537 ------------- 0	0 ------------- 0	0 ------------- 0	93,591 ------------- 0	10,685 ------------- 0	301,813 ------------- 0	0 ------------- 0
4RALPH TORTORA TRUSTEE	(i) (ii)	0 ------------- 137,896	0 ------------- 0	0 ------------- 41,462	0 ------------- 76,885	0 ------------- 40,325	0 ------------- 296,568	0 ------------- 0
5RAYMOND MINIERI TRUSTEE	(i) (ii)	0 ------------- 137,896	0 ------------- 0	0 ------------- 34,471	0 ------------- 76,885	0 ------------- 40,325	0 ------------- 289,577	0 ------------- 0
6FRANK NITTO TRUSTEE	(i) (ii)	0 ------------- 137,896	0 ------------- 0	0 ------------- 32,840	0 ------------- 76,885	0 ------------- 40,325	0 ------------- 287,946	0 ------------- 0
7JENNIFER BLAKE OFFICE MANAGER	(i) (ii)	140,638 ------------- 0	0 ------------- 0	0 ------------- 0	7,911 ------------- 0	9,350 ------------- 0	157,899 ------------- 0	0 ------------- 0
8CARLOS ANDRADE EMPLOYEE	(i) (ii)	138,667 ------------- 0	0 ------------- 0	0 ------------- 0	7,959 ------------- 0	9,350 ------------- 0	155,976 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

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

Return Reference	Explanation

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

BOARD OF TRUSTEES OF SMW LU NO 28
WELFARE FUND

Employer identification number

13-5530847

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, FORM 8879-EO IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM.
FORM 990, PART VI, SECTION B, LINE 12C	COMPLIANCE IS REVIEWED ANNUALLY AT MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15	INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS.
FORM 990, PART VI, SECTION C, LINE 19	UPON REQUEST GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:	THIS PROCESS HAS NOT CHANGED.

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

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

BOARD OF TRUSTEES OF SMW LU NO 28
WELFARE FUND

Employer identification number

13-5530847

Part I

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

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

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)SMW LOCAL 28 ANNUITY FUND 195 MINEOLA BLVD MINEOLA,NY11501 13-3073165	PROVIDE RETIREMENT BENEFITS FOR LU 28 MEMBERS		401 (A)				No
(2)SMW LOCAL 28 PENSION FUND 195 MINEOLA BLVD MINEOLA,NY11501 11-2480671	PROVIDE RETIREMENT BENEFITS FOR LU 28 MEMBERS		401 (A)				No
(3)SMW LOCAL 28 500 GREENWICH STREET SUITE 502 NEW YORK,NY10013 13-5388240	ORGANIZE SHEET METAL WORKERS IN THE NYC AREA		501(C)(5)				No

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

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

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

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

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?
(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	Yes	No
(1) A LISS & CO INC	CONTRIBUTING EMPLOYER								No
(2) AABCO SHEET METAL	CONTRIBUTING EMPLOYER								No
(3) ACCURATE SPECIALTY DAMPER	CONTRIBUTING EMPLOYER								No
(4) ACS SYSTEM ASSOCIATES	CONTRIBUTING EMPLOYER								No
(5) ADAMS EUROPEAN CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(6) ADVANCED T & B ENERGY CONSULT	CONTRIBUTING EMPLOYER								No
(7) AIR PERFECT TOTAL SYSTEMS CORP	CONTRIBUTING EMPLOYER								No
(8) AIR PERFECT T & B	CONTRIBUTING EMPLOYER								No
(9) AIRFLEX CORPORATION	CONTRIBUTING EMPLOYER								No
(10) AIRPATH TESTING SERVICES INC	CONTRIBUTING EMPLOYER								No
(11) AIRTIGHT LLC	CONTRIBUTING EMPLOYER								No
(12) ALL CITY TESTING & BALANC	CONTRIBUTING EMPLOYER								No
(13) ALLIANCE SHEET METAL	CONTRIBUTING EMPLOYER								No
(14) ALLIANCE TRI STATE CONSTRUCTION	CONTRIBUTING EMPLOYER								No
(15) ALLSTATE REST SERV	CONTRIBUTING EMPLOYER								No
(16) ALPINE ENTERPRISES NY LTD	CONTRIBUTING EMPLOYER								No
(17) AMH MECHANICAL CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(18) ANRON AIR SYSTEMS	CONTRIBUTING EMPLOYER								No
(19) ARLAN DAMPER CORP	CONTRIBUTING EMPLOYER								No
(20) ARMSTRONG ROOFING CORP	CONTRIBUTING EMPLOYER								No
(21) ARMY CONSTRUCTION LLC	CONTRIBUTING EMPLOYER								No
(22) ASSOCIATED T&B	CONTRIBUTING EMPLOYER								No
(23) AWL SHEET METAL CORP	CONTRIBUTING EMPLOYER								No
(24) BAMCO INC	CONTRIBUTING EMPLOYER								No
(25) BERJEN METAL IND	CONTRIBUTING EMPLOYER								No
(26) BLUE DIAMOND SHEET METAL	CONTRIBUTING EMPLOYER								No
(27) BO GUARDS MECHANICAL LLC	CONTRIBUTING EMPLOYER								No
(28) C & F FABRICATORS	CONTRIBUTING EMPLOYER								No
(29) C & L CONTRACTING CORP	CONTRIBUTING EMPLOYER								No
(30) CELTIC SHEET METAL	CONTRIBUTING EMPLOYER								No
(31) CENTER SHEET METAL	CONTRIBUTING EMPLOYER								No
(32) CENTRAL MECHANICAL SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(33) CHAPMAN & EVANS INC	CONTRIBUTING EMPLOYER								No
(34) COMMERCIAL INSTRUMENTATION SV	CONTRIBUTING EMPLOYER								No
(35) COMPLETE SPIRAL MANUFACTURING	CONTRIBUTING EMPLOYER								No
(36) CONTRACTORS SMLLC	CONTRIBUTING EMPLOYER								No
(37) CORE INSTALLATION	CONTRIBUTING EMPLOYER								No
(38) CROSS COUNTRY FOOD SERV	CONTRIBUTING EMPLOYER								No
(39) CUSTOM EXTERIOR SYSTEMS	CONTRIBUTING EMPLOYER								No
(40) CW SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(41) D & G SHEET METAL	CONTRIBUTING EMPLOYER								No
(42) DEERPATH CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(43) DELTA SHEET METAL	CONTRIBUTING EMPLOYER								No
(44) DKM STEEL CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(45) DOME SHEET METAL	CONTRIBUTING EMPLOYER								No
(46) DONCO INC	CONTRIBUTING EMPLOYER								No
(47) EAGLE ONE ROOFING CONTR INC	CONTRIBUTING EMPLOYER								No
(48) EAST BAY MECHANICAL	CONTRIBUTING EMPLOYER								No
(49) EASTERN METAL WORKS	CONTRIBUTING EMPLOYER								No
(50) EMPIRE CONTROL ABATEMENT INC	CONTRIBUTING EMPLOYER								No
(51) EMPIRE DUCT SYSTEMS LLC	CONTRIBUTING EMPLOYER								No
(52) ENERGY METAL SPECIALTIES	CONTRIBUTING EMPLOYER								No
(53) ENGINEERED WALL SYSTEMS MIDWEST INC	CONTRIBUTING EMPLOYER								No
(54) FRP SHEET METAL	CONTRIBUTING EMPLOYER								No
(55) FAHRENHEIT MECHANICAL	CONTRIBUTING EMPLOYER								No
(56) FOOD EQUIPMENT INSTALLATIONS	CONTRIBUTING EMPLOYER								No
(57) FAXA INC	CONTRIBUTING EMPLOYER								No
(58) GABRIEL STEEL ERECTORS INC	CONTRIBUTING EMPLOYER								No
(59) GEM ROOFING & WATER PROOFING	CONTRIBUTING EMPLOYER								No
(60) GEM-QUALITY CORPORTATION	CONTRIBUTING EMPLOYER								No
(61) GENTLEMEN SHEET METAL LTD	CONTRIBUTING EMPLOYER								No
(62) GERARD SHEET METAL FAB INC	CONTRIBUTING EMPLOYER								No
(63) GUYTEC STEEL	CONTRIBUTING EMPLOYER								No
(64) H KLEIN & SONS INC	CONTRIBUTING EMPLOYER								No
(65) HD HVAC OF NY INC	CONTRIBUTING EMPLOYER								No
(66) HERITAGE MECHANICAL	CONTRIBUTING EMPLOYER								No
(67) HI TECH DATA FLOORS INC	CONTRIBUTING EMPLOYER								No
(68) HIGH VELOCITY	CONTRIBUTING EMPLOYER								No
(69) IMPERIAL DAMPER & LOUVRE	CONTRIBUTING EMPLOYER								No
(70) IMPERIUM CONSTRUCTION INC	CONTRIBUTING EMPLOYER								No
(71) INDEPENDENT TESTING & BALANCING CORP	CONTRIBUTING EMPLOYER								No
(72) INFINITY CONTRACTING SERVICES	CONTRIBUTING EMPLOYER								No
(73) INSTALLATION 10 INC	CONTRIBUTING EMPLOYER								No
(74) INTERNATIONAL TESTING AND BALANCING LIMITED	CONTRIBUTING EMPLOYER								No
(75) ISLAND BREEZE MECHANICAL SERVICE	CONTRIBUTING EMPLOYER								No
(76) JANSONS ASSOCIATES	CONTRIBUTING EMPLOYER								No
(77) JC STEEL CORPORATION	CONTRIBUTING EMPLOYER								No
(78) JESLIN LLC	CONTRIBUTING EMPLOYER								No
(79) JY MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(80) KARO SHEET METAL	CONTRIBUTING EMPLOYER								No
(81) KARP ASSOCIATES INC	CONTRIBUTING EMPLOYER								No
(82) KNICKERBOCKER PARTITION CORP	CONTRIBUTING EMPLOYER								No
(83) KOSHER HVAC COPR	CONTRIBUTING EMPLOYER								No
(84) L MARTONE & SONS INC	CONTRIBUTING EMPLOYER								No
(85) MAXIMUM METAL MFRS INC	CONTRIBUTING EMPLOYER								No
(86) LEADER SHEET METAL	CONTRIBUTING EMPLOYER								No
(87) LIBERTY DUCTWORK	CONTRIBUTING EMPLOYER								No
(88) LIFFEY SHEET METAL	CONTRIBUTING EMPLOYER								No
(89) M&A METALS INC	CONTRIBUTING EMPLOYER								No
(90) MAJESTIC SHEET METAL CORP	CONTRIBUTING EMPLOYER								No
(91) MET SALES & INSTALLATIONS CORP	CONTRIBUTING EMPLOYER								No
(92) METRO-AIRE SYSTEMS	CONTRIBUTING EMPLOYER								No
(93) METROPOLITAN CONSTRUCTION SYSTEMS INC	CONTRIBUTING EMPLOYER								No
(94) MIDTOWN HVAC ENTERPRISES LTD	CONTRIBUTING EMPLOYER								No
(95) NICHOLSON-GALLOWAYIND	CONTRIBUTING EMPLOYER								No
(96) NORTH SHORE CLIMATE CONTROL INC	CONTRIBUTING EMPLOYER								No
(97) NORTHEAST RESTORATION CORP	CONTRIBUTING EMPLOYER								No
(98) NU-TECH FURNISHINGS INC	CONTRIBUTING EMPLOYER								No
(99) NY CHUTES LLC	CONTRIBUTING EMPLOYER								No
(100) NORTHWEST SHEET METAL	CONTRIBUTING EMPLOYER								No
(101) ORNAMENTAL INSTALLATION SPEC	CONTRIBUTING EMPLOYER								No
(102) PABCO CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(103) PARAGON SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(104) PB VENTILATING SYS	CONTRIBUTING EMPLOYER								No
(105) PC TESTING & BALANCING INC	CONTRIBUTING EMPLOYER								No
(106) PEEPELS MECHANICAL	CONTRIBUTING EMPLOYER								No
(107) PERMASTEELISA NORTH AMERICA CORP	CONTRIBUTING EMPLOYER								No
(108) POWER SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(109) PRECISION TAB SERVICES INC	CONTRIBUTING EMPLOYER								No
(110) PRECISION TEST & BAL OF NY	CONTRIBUTING EMPLOYER								No
(111) RAMS MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(112) RAY INDUSTRIAL SERVICES	CONTRIBUTING EMPLOYER								No
(113) RELATED SERVICES LLC	CONTRIBUTING EMPLOYER								No
(114) SAN SEBASTIAN ENTERPRISE LTD	CONTRIBUTING EMPLOYER								No
(115) ROMAR SHEET METAL	CONTRIBUTING EMPLOYER								No
(116) SASMI	CONTRIBUTING EMPLOYER								No
(117) SEA BREEZE MECHANICAL COR	CONTRIBUTING EMPLOYER								No
(118) SEFI FABRICATORS DBAP&M	CONTRIBUTING EMPLOYER								No
(119) SHARP MECHANICAL SERVICES	CONTRIBUTING EMPLOYER								No
(120) SMS SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(121) SKY KING SKYLIGHTS INC	CONTRIBUTING EMPLOYER								No
(122) SMW LOCAL 28 EDUCATION FUND	CONTRIBUTING EMPLOYER								No
(123) SMW LOCAL 28 GENERAL FUND	CONTRIBUTING EMPLOYER								No
(124) SMW LOCAL 28 LABOR MANAGEMENT	CONTRIBUTING EMPLOYER								No
(125) SMW LOCAL 28 WELFARE FUND	CONTRIBUTING EMPLOYER								No
(126) SPRINGFIELD SMW	CONTRIBUTING EMPLOYER								No
(127) STEEL & DUCT FAB	CONTRIBUTING EMPLOYER								No
(128) STERLING INDUSTRIES	CONTRIBUTING EMPLOYER								No
(129) STEVEN ENTERPRISES INC	CONTRIBUTING EMPLOYER								No
(130) STRIKER SHEET METAL II CORP	CONTRIBUTING EMPLOYER								No
(131) SUNY AT STONY BROOK	CONTRIBUTING EMPLOYER								No
(132) SUPREME RESTORATION SERVICES LTD	CONTRIBUTING EMPLOYER								No
(133) TAMEER INC	CONTRIBUTING EMPLOYER								No
(134) TAPS EXPRESS	CONTRIBUTING EMPLOYER								No
(135) TECH MECHANICAL INC	CONTRIBUTING EMPLOYER								No
(136) TECHNICO CONSTRUCTION SERVICES	CONTRIBUTING EMPLOYER								No
(137) THE JOBIN ORGANIZATION	CONTRIBUTING EMPLOYER								No
(138) THE LUCKY DUCT INC	CONTRIBUTING EMPLOYER								No
(139) THE WENIG CO	CONTRIBUTING EMPLOYER								No
(140) THEMIS CHIMNEY INC	CONTRIBUTING EMPLOYER								No
(141) THERMAL THINKERS	CONTRIBUTING EMPLOYER								No
(142) THERMO TECH MECHANICAL	CONTRIBUTING EMPLOYER								No
(143) TOMCO MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(144) TOMCO MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(145) TRI STATE SKYLITE INC	CONTRIBUTING EMPLOYER								No
(146) TRIPLE S AIR SYSTEMS	CONTRIBUTING EMPLOYER								No
(147) TRU SHEET METAL	CONTRIBUTING EMPLOYER								No
(148) U & I MECHANICAL CORP	CONTRIBUTING EMPLOYER								No
(149) UNIQUE DUCT DESIGN CORP	CONTRIBUTING EMPLOYER								No
(150) UNITED SHEET METAL	CONTRIBUTING EMPLOYER								No
(151) UNIVERSAL HEATING & AIR CONDITIONING	CONTRIBUTING EMPLOYER								No
(152) USA ROOFING CO CORP	CONTRIBUTING EMPLOYER								No
(153) VARDARIS TECH INC	CONTRIBUTING EMPLOYER								No
(154) WBE SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(155) WDF INC	CONTRIBUTING EMPLOYER								No
(156) WEICKERT SHEET METAL INC	CONTRIBUTING EMPLOYER								No
(157) WELKIN MECHANICALLLC	CONTRIBUTING EMPLOYER								No
(158) WHITE ROCK CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(159) WOLKOW-BRAKER RFG CORP	CONTRIBUTING EMPLOYER								No
(160) YOU & US AIR CONDITIONING & REFRIGERATION LLC	CONTRIBUTING EMPLOYER								No
(161) ZHL GROUP INC	CONTRIBUTING EMPLOYER								No
(162) ZOI CONTRACTING INC	CONTRIBUTING EMPLOYER								No
(163) BASCHNAGEL BROS INC	CONTRIBUTING EMPLOYER								No
(164) BUILT NYG INC	CONTRIBUTING EMPLOYER								No
(165) B & L TESTING AND BALANCING LLC	CONTRIBUTING EMPLOYER								No
(166) CORD CONTRACTING CO INC	CONTRIBUTING EMPLOYER								No
(167) CROSS COUNTRY FOOD SERVICE INSTALLERS INC	CONTRIBUTING EMPLOYER								No
(168) EAI INC	CONTRIBUTING EMPLOYER								No
(169) S & N BUILDERS INC	CONTRIBUTING EMPLOYER								No
(170) STONEBRIDGE INC	CONTRIBUTING EMPLOYER								No
(171) TEDCO MECHANICAL SERVICE CONTRACTORS	CONTRIBUTING EMPLOYER								No
(172) ECS INSTALLATIONS LLC	CONTRIBUTING EMPLOYER								No
(173) KORDUN CONSTRUCTION CORP	CONTRIBUTING EMPLOYER								No
(174) MIDLAND TECH LLC	CONTRIBUTING EMPLOYER								No
(175) NEW YORK HVAC SPECIALIST CORP	CONTRIBUTING EMPLOYER								No
(176) NATIONAL ENVIRONMENTAL SAFETY CO INC	CONTRIBUTING EMPLOYER								No
(177) MJH MECHANICAL	CONTRIBUTING EMPLOYER								No
(178) JC STEEL ERECTORS CORP	CONTRIBUTING EMPLOYER								No
(179) J & M CUSTOM SHEET METAL LLC	CONTRIBUTING EMPLOYER								No
(180) INNOVATIVE CONSTRUCTION & MGMT CO INC	CONTRIBUTING EMPLOYER								No
(181) J & M CUSTOM SHEET METAL LLC	CONTRIBUTING EMPLOYER								No
(182) INNOVATIVE CONSTRUCTION & MGMT CO INC	CONTRIBUTING EMPLOYER								No
(183) GLASMAR STEEL ERECTORS	CONTRIBUTING EMPLOYER								No

Schedule R (Form 990) 2021

Page 3

Part V

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

Yes

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

Yes

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

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

Yes

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

Yes

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

Yes

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) 2021

Page 4

Part VI

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

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

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

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE MEMBERS WITH HEALTH AND WELFARE BENEFITS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	5
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	72
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	69,948,396	70,115,881
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	5,384,469	8,631,689
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	26,266	25,014
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	75,359,131	78,772,584
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).....	79,333,180	83,671,606
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,344,751	1,571,870
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,883,892	1,877,308
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	82,561,823	87,120,784
19	Revenue less expenses. Subtract line 18 from line 12.......	-7,202,692	-8,348,200
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	185,717,582	184,952,808
21	Total liabilities (Part X, line 26).............	6,361,208	4,852,159
22	Net assets or fund balances. Subtract line 21 from line 20.....	179,356,374	180,100,649

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	TO PROVIDE MEMBERS WITH HEALTH AND WELFARE BENEFITS.

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












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












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

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) FRANK NARCISO...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	0	0
(2) MAUREEN O'CONNOR...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	0	0
(3) WILLIAM ROTHBERG...................................................................... TRUSTEE	1.00 .................	X			0	0	0
(4) RAYMOND MINIERI...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	172,367	117,210
(5) FRANK NITTO...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	170,736	117,210
(6) RALPH TORTORA...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	179,358	117,210
(7) JOHN HAUSER...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	0	0
(8) JAMES K ESTABROOK...................................................................... TRUSTEE	1.00 .................	X			0	0	0
(9) ERIC MESLIN...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	236,248	145,808
(10) SALVATORE STARACE...................................................................... TRUSTEE	1.00 ................. 39.00	X			0	197,365	126,833
(11) GLEN CAMISA...................................................................... EXECUTIVE DIRECTOR	40.00 .................		X		197,537	0	104,276
(12) JENNIFER BLAKE...................................................................... OFFICE MANAGER	40.00 .................			X	140,638	0	17,261
(13) ROBERT KATUNA...................................................................... EMPLOYEE	40.00 .................			X	103,610	0	15,292
(14) CARLOS ANDRADE...................................................................... EMPLOYEE	40.00 .................			X	138,667	0	17,309

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	580,452	956,074	778,409

(A) Name and business address	(B) Description of services	(C) Compensation





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 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	230000	66,849,585	66,849,585
b	RETIREE AND COBRA CONTRIBUTIONS	230000	3,266,296	3,266,296
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		70,115,881

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,869,495			2,869,495
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(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).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		66,922,365	7a
b	Less: cost or other basis and sales expenses		61,160,171	7b
c	Gain or (loss)		5,762,194	7c
d	Net gain or (loss).........			5,762,194			5,762,194
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..
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..
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..
Business Code			Miscellaneous Revenue
11a	OTHER INCOME		900099	25,014			25,014
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			25,014
12	Total revenue. See instructions.....			78,772,584	70,115,881	0	8,656,703

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 .......	83,671,606
5	Compensation of current officers, directors, trustees, and key employees ...........	146,687
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	1,030,412
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	147,569
9	Other employee benefits .......	165,998
10	Payroll taxes ...........	81,204
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	101,275
c	Accounting ...........	71,640
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	207,175
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	63,000
12	Advertising and promotion ....
13	Office expenses .......	215,651
14	Information technology ......	139,858
15	Royalties ..
16	Occupancy ...........	80,732
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	5,039
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	83,706
23	Insurance ...	37,607
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	THIRD PARTY ADMINISTRAT	771,717
b	MEDICAL CONSULTING	99,908
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	87,120,784
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			13,421,355	1	18,429,292
2	Savings and temporary cash investments .........			25,326,542	2	11,648,206
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			6,279,859	4	6,201,299
5	Loans and other receivables from 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 ......			17,090	9	10,565
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	5,164,703
b	Less: accumulated depreciation	10b	3,970,151	1,325,443	10c	1,194,552
11	Investments—publicly traded securities .			139,347,293	11	147,468,894
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			185,717,582	16	184,952,808

17	Accounts payable and accrued expenses .....	387,694	17	422,866
18	Grants payable ...		18
19	Deferred revenue .........	1,834,795	19	1,349,748
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	4,138,719	25	3,079,545
26	Total liabilities. Add lines 17 through 25..	6,361,208	26	4,852,159

	Organizations that follow FASB ASC 958, check here 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 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	179,356,374	31	180,100,649
32	Total net assets or fund balances ...........	179,356,374	32	180,100,649
33	Total liabilities and net assets/fund balances ........	185,717,582	33	184,952,808