TY 2024 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
INDEPENDENCE BLUE CROSS 1901 MARKET STREET PHILADELPHIA,PA19103	CLAIMS ADMINISTRATION	2,129,955
HEALTHSTAT INC 4651 CHARLOTTE PARK DR 300 CHARLOTTE,NC28217	MEDICAL CLINIC	1,569,264
HEALTH CARE SOLUTIONS CORPORATION 14 MYSTIC LANE MALVERN,PA19355	CLAIMS PROCESSING	1,081,130
EXPRESS SCRIPTS 13900 RIVERPORT DRIVE MARYLAND HEIGHTS,MO63043	CLAIMS ADMINISTRATION	991,469
GUARDIAN NURSES 1201 BETHLEHEM PIKE FLOURTOWN,PA19031	HEALTHCCARE ADVOCATES	232,740
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 9

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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.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

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

Employer identification number

23-1402245

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" 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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
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Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
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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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

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 right arrow

Permanent endowment right arrow

Term endowment right arrow

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 ....	1,795,033	144,966	1,650,067
c	Leasehold improvements
d	Equipment ....	107,435	107,437	-2
e	Other .....	119,842	9,736	110,106
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,760,171

Schedule D (Form 990) (Rev. 1-2025)

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) LIMITED PARTNERSHIP	32,906,854	F
(B) FOREIGN HEDGED MUTUAL FUND OF FUNDS	230,893	F
(C) FOREIGN BOND	2,671,433	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	35,809,180

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
DUE TO RELATED BENEFIT FUNDS AND UNION	1,076,634
RECIPROCAL CONTRIBUTIONS PAYABLE	326,461







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,403,095
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) (Rev. 1-2025)

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	95,715,500
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-411,295
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	-411,295
3	Subtract line 2e from line 1..................			3	96,126,795
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	567,628
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	567,628
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	96,694,423

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	95,839,651
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	95,839,651
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	567,628
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	567,628
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	96,407,279

Part XIII

Supplemental Information

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

Return Reference	Explanation
PART X, LINE 2:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS, HOWEVER, THIS MAY DIFFER DEPENDING UPON CIRCUMSTANCES OF THE PLAN.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS, HOWEVER, THIS MAY DIFFER DEPENDING UPON CIRCUMSTANCES OF THE PLAN.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

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

Employer identification number

23-1402245

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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) (Rev. 1-2025)

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)
1JOHN HEENAN ADMINISTRATOR	(i) (ii)	64,726 ------------- 120,206	0 ------------- 0	0 ------------- 0	24,522 ------------- 45,542	8,892 ------------- 16,514	98,140 ------------- 182,262	0 ------------- 0
2WILLIAM MCGUIRE COLLECTIONS	(i) (ii)	47,354 ------------- 110,493	0 ------------- 0	0 ------------- 0	18,744 ------------- 43,736	7,459 ------------- 17,405	73,557 ------------- 171,634	0 ------------- 0
3PAUL CAREY III AUDITOR	(i) (ii)	44,296 ------------- 103,358	0 ------------- 0	0 ------------- 0	17,888 ------------- 41,738	7,398 ------------- 17,263	69,582 ------------- 162,359	0 ------------- 0
4JAMES REILLY UNION TRUSTEE	(i) (ii)	0 ------------- 163,188	0 ------------- 0	0 ------------- 0	0 ------------- 45,693	0 ------------- 22,680	0 ------------- 231,561	0 ------------- 0
5ROBERT WALSH UNION TRUSTEE	(i) (ii)	0 ------------- 148,492	0 ------------- 0	0 ------------- 0	0 ------------- 41,578	0 ------------- 22,680	0 ------------- 212,750	0 ------------- 0
6PAUL POTAKO IT MANAGER	(i) (ii)	65,767 ------------- 62,184	0 ------------- 0	0 ------------- 0	27,812 ------------- 26,297	12,473 ------------- 11,794	106,052 ------------- 100,275	0 ------------- 0
7NATHAN SMITH PENSION/MEMBER COORDINATOR	(i) (ii)	25,426 ------------- 101,704	0 ------------- 0	0 ------------- 0	10,776 ------------- 43,104	4,850 ------------- 19,400	41,052 ------------- 164,208	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

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Software Version:

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SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

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

Employer identification number

23-1402245

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

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE R
(Form 990)
(Rev. January 2025)

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

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

Employer identification number

23-1402245

Part I

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

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

Part II

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

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

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

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) 3C DRILLING LLC
(2) 3DM PLUMBING LLC
(3) A CRANE RENTAL LLC
(4) A ELLIOTT ENTERPRISE LLC
(5) A&N CRANE RENTAL
(6) AWS LANDWORKS
(7) A-1 EQUIPMENT SERVICES
(8) AARON ENTERPRISES INC
(9) ABBONIZIO CONTRACTORS INC
(10) ABC CONSTRUCTION COMPANY INC
(11) ABLE ENGINEERING SERVICES
(12) ABLE RIGGING CONTRACTORS LLC
(13) ACCESS LIMITED CONSTRUCTION
(14) ACTIVE CRANE RENTALS INC
(15) ADVANCED FIBER TECHINC
(16) AERO SNOW REMOVAL CORPORATION
(17) AES DEMOLITION INCORPORATED
(18) AGATE CONSTRUCTION COMPANY
(19) AGOSTINO UTILITIES LLC
(20) AHERN RENTALSUNITED RENTALS
(21) ALL CRANE RENTAL OF PA LLC
(22) ALL STATE SERVICES LLC
(23) ALL TRADES DISTRIBUTION
(24) ALLIED POWER SERVICES LLC
(25) ALLSTATE POWER VAC HARRISBURG
(26) ALSPACH LANDSCAPING
(27) AMA RESOURCE LLC
(28) AMBROSE RIGGING CITY DIVISION
(29) AMELIE CONSTRUCTION SUPPLY
(30) AMERICAN GYPSUM FLOOR CO INC
(31) AMERICAN MILLING & PAVING LLC
(32) AMERICAN PILE AND FOUNDATION
(33) AMERICAN ROCK MECHANICS LLC
(34) AMERICAN SITEWORK LLC
(35) AMERI-DRILL INC
(36) AMODEI CO INC
(37) AMQUIP CRANE RENTAL LLC
(38) ANC PLUMBING INC
(39) ANDERSON CONSTRUCTION CO INC
(40) A-ONE PAVING
(41) AP CONSTRUCTION INC
(42) APEX PIPELINE SERVICES INC
(43) APPELLATION CONSTRUCTION SERV
(44) ARMOUR & SONS ELECTRIC INC
(45) ASPHALT PAVING SYSTEMS INC
(46) ASSOCIATED PAVING CONTRACTORS
(47) ASSOCIATED PIPE LINE CONTR INC
(48) ASSOCIATED SPECIALTY CONTRACTI
(49) ATHENA CONTRACTING INC
(50) ATLANTIC COAST DISMANTLING
(51) ATLANTIC PLANT MAINTENANCE INC
(52) ATLANTIC RESTORATION & MASONRY
(53) ATLANTIC SUBSEA INC
(54) AUGUST MACK ENVIRONMENTAL INC
(55) BADGER DAYLIGHTING CORP
(56) BAI EXCAVATING LLC
(57) BAKERKELLER NORTH AMERICAN
(58) BARNHART NORTHEAST
(59) BATTLEFIELD ENTERPRISES LLC
(60) BAY CRANE SERVICE OF NJ INC
(61) BBC MANAGEMENT SERVICES INC
(62) BEAN INCORPORATED
(63) BEDWELL COMPANY
(64) BEEGHLY TREE SERVICE LLC
(65) BEINKE WRECKING INC
(66) BENCARDINO EXCAVATING INC
(67) BENSALEM PARK MAINTENANCE LTD
(68) BERKEL & CO CONTRACTORS INC
(69) BERLIN STEEL CONSTRUCTION CO
(70) BEYNON SPORTS SURFACES INC
(71) BIDDLE CONTRACTORS INC
(72) BIERLEIN INDUSTRIAL SERVICES
(73) BILLYBOY TRUCKING INC
(74) BINSKY & SNYDER
(75) BLUE BELL CONSTRUCTION
(76) BOCK CONSTRUCTION INC
(77) BOGEY'S TRUCKING AND PAVING
(78) BOWEN ENGINEERING CORP
(79) BRACCIA CONSTRUCTION INC
(80) BRANDSAFWAY INDUSTRIES
(81) BRANDENBURG INDUSTRIAL SERVICE
(82) BRANDYWINE CONSTRUCTION CO INC
(83) BRANDYWINE STORMWATER LLC
(84) BRAYMAN CONSTRUCTION CORP
(85) BRENEMANLLC
(86) BRIGHTLINE CONSTRUCTION
(87) BRODERICK INDUSTRIES
(88) BRUCE & MERRILEES ELECTRIC CO
(89) BRYN MAWR LANDSCAPING COINC
(90) BUCKLEY & COMPANY INC
(91) BUCKNER HEAVY LIFT CRANES LLC
(92) BUCKS CONCRETE SERVICESINC
(93) BULL SERVICE UTILITY CONTRACTO
(94) BUSTLETON LANDCLEARING
(95) C CRANE AND RIGGING
(96) C R MEYER AND SONS COMPANY
(97) CAMPOS ENT LLC
(98) CANNON INC
(99) CAPITAL CITY GROUP INC
(100) CAPITAL CONCRETE INC
(101) CARBRO CONSTRUCTORS CORP
(102) CARDOSO INC
(103) CARNEY INC
(104) CARR AND DUFF INC
(105) CARSON & ROBERTS SITE CONST
(106) CARSON CONCRETE CORPORATION
(107) CARUSONE CONSTRUCTION INC
(108) CASILO CONSULTING LLC
(109) CASPER CONSTRUCTION
(110) CDU STORMWATER MAINTENANCE LLC
(111) CENTRAL SALVAGE COMPANY
(112) CENTURY STEEL ERECTORS
(113) CH&D ENTERPRISES INC
(114) CHARPS LLC
(115) CIDER MILL SERVICES INC
(116) CIPPCO CONTRACTING INC
(117) CIRINEO CO INC
(118) CJ DRILLING INC
(119) CLEAN CITY CORP
(120) CLEARSPAN CONTRACTORS INC
(121) CLEARWATER CONCRETE MASONRY
(122) CLEARWATER CONSTRUCTION INC
(123) CLEMENS CONSTRUCTION CO INC
(124) COMMERCE CONSTRUCTION CORP
(125) CONNELLY CONSTRUCTION CORP
(126) CONTRACTORS RENTAL CORPORATION
(127) COOK DRILLING CORP
(128) CORNELL & COMPANY INC
(129) CORRADO AMERICAN LLC
(130) CRAIG TEST BORING COMPANY INC
(131) CRANE SERVICE COMPANY
(132) CRANEZ INCORPORATED
(133) CROZIER CONTRACTORS
(134) CTX INFRASTRUCTURE
(135) CUSHMAN & WAKEFIELD OF PENNA
(136) DANELLA CONSTRUCTION CORP
(137) DANGELO BROTHERS INC
(138) DAY & ZIMMERMANN NPS INC
(139) DB UTILITY CONTRACTORS
(140) DEGLER-WHITING INC
(141) DELAWARE RIVER PORT AUTHORITY
(142) DELAWARE VALLEY ASPHALT
(143) DELAWARE VALLEY CRANE RENTAL
(144) DELL PUMPING COMPANY
(145) DELTA NOOTER INC
(146) DELTABJDSINC
(147) DENSIFICATION INC
(148) DEPAUL & CO INC
(149) DERWIN SERVICES LLC
(150) DGI-MENARD INCORPORATED
(151) DIAMOND MATERIALS LLC
(152) DIAMOND TOOL & FASTENERS INC
(153) DICKINSON & SONS INC
(154) DIPLOMAT DEMOLITION INC
(155) DIVERSE ENTERPRISE LLC
(156) DIVERSE INDUSTRIAL SOLUTIONS
(157) DONEGAL CONSTRUCTION CORP
(158) DOOLEY & KRETSCHMAN INC
(159) DOUGHERTY & SON INC
(160) DRISCOLL CONSTRUCTION CO INC
(161) DUNKERLEY CONSTRUCTION
(162) E & R ERECTORS INC
(163) EAGLE POWER & EQUIPMENT CORP
(164) EAST COAST DRILLING INC
(165) EAST COAST EQUIPMENT LLC
(166) EAST COAST HOIST INC
(167) EAST PENN PAVEMENT COMPANY
(168) EASTERN HIGH REACH (HORSHAM)
(169) EDA CONTRACTORS INC
(170) EK MULTISERVICE LLC
(171) ELLINGSON TRENCHLESS LLC
(172) ELLIOTT & FRANTZ INC
(173) ELOHIM CLEANING CONTRACTORS
(174) EMPIRE SUPPLIES & SERVICES LLC
(175) EMPIRE WRECKING CO OF READING
(176) EMPOWER CONSTRUCTION LLC
(177) ENCOMPASS PIPELINE LLC
(178) ENERFAB POWER & INDUSTRIAL LLC
(179) ENTERPRISE MASONRY
(180) EQUIPMENT CORP OF AMERICA
(181) EQUIPMENT DEPOT PENNSYLVANIA
(182) ESJINGOLI DECOMMISSIONING LLC
(183) EVANS DIESEL SERVICES LLC
(184) EXETER BOROUGH
(185) F H DEMOLITION LLC
(186) F NEVES CONSTRUCTION INC
(187) FABCON EAST LLC
(188) FAY COMPANY
(189) FEDELE CONTRACTORS INC
(190) FELIX & SON CONTRACTORS INC
(191) FERREIRA CONSTRUCTION TRUCK CO
(192) FIRST CALL DEMOLITION
(193) FIRST STUDENT (HUNTINGDON VLY)
(194) FIRST STUDENT INC
(195) FOX INC
(196) FRANIA INC
(197) FREEDOM CONSTRUCTION INC
(198) FURINO & SONS INC
(199) G&B CONSTRUCTION GROUP INC
(200) GANTER CONTRACTORSINC
(201) GARGIULE & SON INC
(202) GARY CARTER CONSTRUCTION
(203) GENCON CONSTRUCTION
(204) GENERAL ASPHALT PAVING CO
(205) GENERAL MASONRY & RESTORATION
(206) GENTILE CONCRETE INC
(207) GEO-MANAGEMENT CONSTRUCTION
(208) GEORGE YOUNG MAMMOET
(209) GEPPERT BROTHERS INC
(210) GERACE CONSTRUCTION CO
(211) GIANNA CORPORATION INC
(212) GLASGOW INC
(213) GLOBAL ELECTRICAL SERVICES
(214) GLOBAL SCAFFOLD CONST SVCS
(215) GMAC CONSTRUCTION LLC
(216) GOETTLE EQUIPMENT CO
(217) GREAT WESTERN SERVICES INC
(218) GREEN VALLEY LANDSCAPING INC
(219) GREGORI CONSTRUCTION & ENGINC
(220) GRIFFIN DEWATERING NEW ENGLAND
(221) GROSSO CONSTRUCTION INC
(222) GROUND PENETRATION & RESTOR
(223) GRUBB STEEL ERECTION INC
(224) GT MID ATLANTICGROFF TRACTOR
(225) HAINES & KIBBLEHOUSE
(226) HAINES PAVING & LANDSCAPING IN
(227) HAKE RIGGING
(228) HARSCO ENVIRONMENTAL FAIRLESS
(229) HARSCO ENVIRONMENTAL STEELTON
(230) HART EXCAVATING ENTERPRISES
(231) HAULING SOLUTIONS LLC
(232) HEALY LONG & JEVIN
(233) HEAVY EQUIPMENT RENTALS INC
(234) HEIDELBERG MATERIALS
(235) HENKELS & MCCOY INC
(236) HERC RENTALS INC
(237) HIDDEN SPRINGS LANDSCAPING INC
(238) HILLIS GROUP LLC
(239) HINKEL EQUIPMENT RENTAL ASSOC
(240) HOFFMAN INTERNATIONAL
(241) HOWARD CONCRETE PUMPING
(242) HPI GROUP INCORPORATED
(243) HSC CONSTRUCTION
(244) HUEBNER & SON CONTRACTORS INC
(245) HUEN ELECTRIC
(246) HVX EQUIPMENT LLC
(247) HYLAN DATACOM & ELECTRICAL LLC
(248) IDEAL CONSTRUCTION INC
(249) IEW CONSTRUCTION GROUP INC
(250) INFRASOURCE CONSTRUCTION LLC
(251) INTECH CONSTRUCTION INC
(252) INTREN INC
(253) IR DEMOLITION
(254) IUOE LOCAL 542
(255) IUOE LOCAL 542 APP FUND
(256) IUOE LOCAL 542 WEL & PEN
(257) J & H EXCAVATING CO
(258) J & J EQUIPMENT LEASING
(259) J & K DEMOLITION
(260) J & R OF DELAWARE INC
(261) J DYLAN CONCRETE INC
(262) J W TRANSPORT INC
(263) JACKOWSKI CONTRACTORS
(264) JB RICHARDS CONSTRUCTION LLC
(265) JINGOLI & SON INC
(266) JJ & COMPANY LLC
(267) JLRK SERVICES LLC
(268) JMC CONTRACTORS INC
(269) JNU LLC
(270) JOHN J GREGORY CO INC
(271) JPC GROUP INC
(272) JVI GROUP
(273) K C CONSTRUCTION COMPANY
(274) KANE COMMUNICATIONS LLC
(275) KEHOE CONSTRUCTION
(276) KELLER INDUSTRIAL INC
(277) KENNEY EXCAVATING & PAVING INC
(278) KENVIL UNITED CORP
(279) KEYSTONE FOUNDATION LLC
(280) KEYSTONE STABILIZATION LLC
(281) KIELY CIVIL LLC
(282) KOBITHEN ROOFING AND INSULATIO
(283) KOCHER CHASSIS AND RESTORATION
(284) KREITZ & SONS INC
(285) KT-GRANT INC
(286) KUHARCHIK CONSTRUCTION
(287) LC WHITFORD CO INC
(288) LEAR WEST INC
(289) LEHIGH CONCRETE PUMP REPAIR
(290) LENICK CONTRACTORS INC
(291) LEPORE & SONS COMPANY
(292) LIFTPRO CRANE SERVICES
(293) LJM STEEL ERECTORS INC
(294) LMC INDUSTRIAL CONTRACTORS INC
(295) LSI SPECIALTIES
(296) M V HOMES INC
(297) MADISON CONCRETE CONSTRUCTION
(298) MAGAZZENI CONSTRUCTION LLC
(299) MANAFORT BROTHERS INC
(300) MANZI & SON INC
(301) MARDELO LLC
(302) MARINO CORPORATION
(303) MARLEY COOLING TECHNOLOGIES
(304) MARONA CONSTRUCTION COMPANY
(305) MASON BUILDING GROUP INC
(306) MATERIAL HANDLING SUPPLY LLC
(307) MAXIM CRANE WORKS SHOP
(308) MAYFIELD SITE CONTRACTORS INC
(309) MCCROSSININC
(310) MCGEEHAN PAVING & EXCAVATING
(311) MCVAC ENVIRONMENTAL SERVICES
(312) MECO CONSTRUCTORS INC
(313) MECO DEMOLITION INC
(314) MEGA CONSTRUCTION CO
(315) MELCAR LTD
(316) MERLOINC
(317) MERUT CONSTRUCTION CORPORATION
(318) METAL STRUCTURE INC
(319) MICHAELS & ASSOCIATES
(320) MICHAELS ENTERPRISE LLC
(321) MICHELS CONSTRUCTION INC
(322) MICHELS PIPELINE INC
(323) MICHELS UTILITY SERVICE INC
(324) MIDSTREAM EXPLOSIVES LLC
(325) MIDWEST MOLE INC
(326) MILLER BROS DIV OF WAMPOLE
(327) MILLER PIPELINE CORPORATION
(328) MIRON CONSTRUCTION CO INC
(329) MOLLY CONSTRUCTION
(330) MONAHAN MASONRY
(331) MONRIDGE CONSTRUCTION
(332) MONTGOMERY CONTRACTORS INC
(333) MOR CONSTRUCTION SERVICES
(334) MORGAN SITE SERVICES LLC
(335) MORRISSEY INC
(336) MOSSI CONSTRUCTION INC
(337) MURRAY'S LANDSCAPE MANAGEMENT
(338) NAES POWER CONTRACTORS EAST
(339) NAPP-GRECCO COMPANY
(340) NATIONAL ENVIRONMENTAL CONTRAC
(341) NEAR CONTRACTING COMPANY
(342) NELLO CONSTRUCTION COMPANY
(343) NEPA CRANE AND HAULING LLC
(344) NEUMEYER ENVIRONMENTAL SERVICE
(345) NEW ENTERPRISE STONE & LIME CO
(346) NEW MORGAN LANDFILL
(347) NEXT 150 CONSTRUCTION LLC
(348) NICHOLSON CONSTRUCTION CO
(349) NICO LANDSCAPING INC
(350) NJG OUTDOOR MANAGEMENT
(351) NJS CONSTRUCTION
(352) NORTH AMERICAN STEEL
(353) NORTH SUBURBAN TREE SER INC
(354) NORTHAMPTON TOWNSHIP
(355) NORTHEAST WORK & SAFETY BOATS
(356) NORTHERN MANANGEMENT SERVICES
(357) NORTHSTAR CONTRACTING GROUP
(358) NPL GREAT LAKES LLC
(359) NU WELD INC
(360) NUCLEAR REPAIR SOLUTIONS
(361) NYLEVE BRIDGE CORPORATION
(362) O & M MULTI TRADE INC
(363) OCONNOR CORPORATION
(364) OLIVIERI & ASSOCIATES INC
(365) ORR & SONS INC
(366) OTIS MINNESOTA SERVICES LLC
(367) PA FOUNDATION FOR FAIR CONTRAC
(368) PACT CONSTRUCTION INC
(369) PALIOTTA CONTRACTING INC
(370) PANZITTA ENTERPRISES INC
(371) PAOLINO CONTRACTORS INC
(372) PARSICON BUILDERS INC
(373) PASHOLLI CONSTRUCTION INC
(374) PAVILION DRAINAGE SUPPLY CO
(375) PE BEN USA INC
(376) PEDRO PALMER CONSTRUCTION INC
(377) PELCO BUILDERS INC
(378) PENHALL COMPANY
(379) PENN BOWER INC
(380) PENN LINE SERVICE
(381) PEOPLE'S & SONS LLC
(382) PERDOMO NATIONAL WRECKING
(383) PERFORMANCE CONSTRUCTION SERV
(384) PETROLEUM TECHNOLOGIES INC
(385) PETRONGOLO CONTRACTORS INC
(386) PHOENIX CONTRACTORS INC
(387) PIERSON CONSTRUCTION CO INC
(388) PIETRINI & SONS
(389) PINCIOTTI CONST CO INC
(390) PINE VALLEY LLC
(391) PIO CONSTRUCTION INC
(392) PLUM CONTRACTINGINCORPORATED
(393) POWELL DRILLING INC
(394) PRECAST SERVICES INC
(395) PRECISION CONCRETE PUMPING
(396) PRECISION INFRASTRUCTURE LLC
(397) PREMIER CONCRETE INC
(398) PREMIUM EXCAVATING LLC
(399) PRICE GREGORY INTL LLC
(400) PRIETO CORPORATION
(401) PROSEED RESTORATION LLC
(402) PULLMAN SST INC
(403) QCI INC
(404) R & L DEVELOPMENT COMPANY
(405) RAILROAD CONSTRUCTION COMPANY
(406) RAILROAD CONSTRUCTION SJERSEY
(407) RAILROAD SPS NEW ENGLAND JV
(408) RAILWORKS TRACK SERVICES LLC
(409) RAMJACK TRI-STATES
(410) RAMOS & ASSOCIATES INC
(411) RAMPART HYDRO SERVICES LP
(412) RAM-T CORP
(413) REAL CONSTRUCTION LLC
(414) REAL WINTER INC
(415) REED CONCRETE WORK LLC
(416) REGIONAL CRANE SERVICES LLC
(417) REISS MASONRY CONSTRUCTION
(418) RICCO CONSTRUCTION CORPORATION
(419) RICCO DEMOLITION
(420) RIGGING & MACHINERY LLC
(421) RIGGS DISTLER COMPANY INC
(422) RIGHT OF WAY CLEARING & MAINT
(423) RIVERSIDE MATERIALS INC
(424) RIZZO
(425) ROAD SAFETY SYSTEMS LLC
(426) ROBERTS PIPELINE INC
(427) ROCKPORT CONSTRUCTION CO INC
(428) ROCKPORT LANDSCAPE SERVICES
(429) ROGERS SERVICES
(430) RORVIK ENVIRONMENTAL D-BRANCH
(431) ROSENBERGER CRANE SERVICE LLC
(432) ROYAL ROOFING CO INC
(433) RYAN INCORPORATED CENTRAL
(434) SA CONNECTS PENNSYLVANIA
(435) SABIA & COINC
(436) SACHS CIVIL INC
(437) SAFWAY SERVICES LLC
(438) SALAMONE CONTRACTORS
(439) SATELLITE SERVICES INC
(440) SAUTTER CRANE
(441) SCHNABEL FOUNDATION
(442) SCHROCK FENCE COMPANY
(443) SCHWERTNER & SON INC
(444) SEAN'S LANDSCAPING INC
(445) SEIFERTINC
(446) SELECT DEMO SERVICES
(447) SERAVALLI CONSTRUCTION CO
(448) SERVICESNORTHSTAR CONT GROUP
(449) SESSLER WRECKINGINC
(450) SETAG CONSTRUCTION COMPANY
(451) SEVENSON ENVIRONMENTAL SERVICE
(452) SHABLIN CONTRACTING
(453) SHEARER REPAIR INC
(454) SHELLY FOUNDATIONS INC
(455) SIMPSON & BROWN INC
(456) SIMS METAL MANAGEMENT
(457) SITE PRO CONSTRUCTION INC
(458) SITE SERVICES GROUP
(459) SJA CONSTRUCTION INC
(460) SKODA CONTRACTING CO
(461) SKYWORKS LLC
(462) SLATER INC
(463) SOMERSET STEEL ERECTION CO INC
(464) SOUTH STATE INC
(465) SOUTHERN OPERATORS HEALTH FUND
(466) SPAVENTA & SONS INC
(467) SRC CONTRACTORS
(468) STEADFAST ENTITIES LLC
(469) STEEL SUPPLIERS ERECTORS INC
(470) STELLA CONTRACTING INC
(471) STRONGSTOWN'S B & K ENTERPRISE
(472) SUBSURFACE CONSTRUCTORS INC
(473) SUMMIT DRYWALL SERVICES LLC
(474) SUMMIT ENVIRONMENTAL SVCS LLC
(475) SUN UP PAYROLL CORP
(476) SUNBELT RENTALS (PHILADELPHIA)
(477) SUPERIOR ELECTRIC SERVICE CO
(478) SUPOR CRANE & RIGGING LLC
(479) SUSQUEHANNA SUPPLY COMPANY
(480) SWANK CONSTRUCTION COMPANY LLC
(481) TALLEY BROTHERS INC
(482) TAMCO CONSTRUCTION INC
(483) TCM SWEEPING INC
(484) TCR SOLUTIONS
(485) TENNESSEE VALLEY OPER ENG
(486) THACKRAY CRANE RENTAL INC
(487) THE LOUDERBACK GROUP
(488) THOMAS BUILDING GROUP INC
(489) THORPE ENTERPRISES
(490) TIERRA CONSTRUCTION SERVICES
(491) TIR EOGHAIN CONSTRUCTION INC
(492) TORRADO CONSTRUCTION
(493) TOTAL ENVIRONMENTAL SOLUTIONS
(494) TRACKS UNLIMITED LLC
(495) TRIPODI CEMENT CONTRACTORS
(496) TRI-STATE CONSTRUCTION INC
(497) TRUMBULL CORPORATION
(498) TURN-KEY TUNNELING INC
(499) U S PIPELINE INC
(500) ULS-TDP LLP
(501) US CONSTRUCTION GROUP INC
(502) UHPC SOLUTIONS NORTH AMERICA
(503) UNI-TECH DRILLING CO
(504) UNITED PIPING INC
(505) UNITED RENTALS
(506) UPPER SOUTHAMPTON MUNICIPAL
(507) UPPER SOUTHAMPTON TOWNSHIP
(508) UTILITY ADVISORY GROUP INC
(509) UTILITY LINE SERVICES INC
(510) VALLEY DIRECTIONAL DRILLING
(511) VALLEY SEEDING COMPANY INC
(512) VALUCCI INC
(513) VASPOLI BUILDERS INC
(514) VILLANO PAVING COMPANY
(515) VOITH HYDRO INC
(516) VOLLERS EXCAVATING & CON INC
(517) WALSH CONSTRUCTION
(518) WARMINSTER TOWNSHIP MUNICIPAL
(519) WARNER COMPANY
(520) WASTE MASTERS SOLUTIONS
(521) WEAN DRILLING & BLASTING LLC
(522) WHITE CONSTRUCTION INC
(523) WILD WOMAN EARTHWORKS
(524) WINZINGER INC
(525) WMC ENTERPRISES INC
(526) WYOMING ELECTRIC AND SIGNAL
(527) XLE METALS CORP
(528) ZARNAS & CO INC

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

Yes

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

Yes

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

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

Yes

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

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) INTERNATIONAL UNION OF OPER ENGINEERS PENSION FUND OF EAST PA & DE	P	2,010,011	FMV
(2) INTERNATIONAL UNION OF OPER ENGINEERS JT APPRENTICESHIP FUND	R	2,878,992	FMV
(3) INTERNATIONAL UNION OF OPER ENGINEERS PENSION FUND OF EAST PA & DE	R	13,693,751	FMV

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE PLAN PROVIDES HOSPITAL, SURGICAL, MEDICAL, DENTAL, VISION, AND PRESCRIPTION BENEFITS TO ELIGIBLE MEMBERS OF IUOE LOCAL 542 AND THEIR DEPENDENTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	101
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) .........	90,280,043	88,030,339
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	7,413,106	8,663,387
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,199	697
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	97,694,348	96,694,423
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).....	86,340,071	93,349,008
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,703,409	1,577,224
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)....	1,253,324	1,481,047
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	89,296,804	96,407,279
19	Revenue less expenses. Subtract line 18 from line 12.......	8,397,544	287,144
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	243,275,217	243,072,853
21	Total liabilities (Part X, line 26).............	2,237,348	2,159,135
22	Net assets or fund balances. Subtract line 21 from line 20.....	241,037,869	240,913,718

Sign Here

	Signature of officer	Date

	Type or print name and title


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

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












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












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

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/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) JAMES REILLY...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X		0	163,188	68,373
(2) ROBERT WALSH...................................................................... UNION TRUSTEE	2.00 ................. 40.00	X		0	148,492	64,258
(3) BEN CONNORS...................................................................... EMPLOYER TRUSTEE	2.00 .................	X		0	0	0
(4) THOMAS DANESE...................................................................... UNION TRUSTEE	2.00 .................	X		0	0	0
(5) JAMES DAVIS...................................................................... EMPLOYER TRUSTEE (P)	2.00 .................	X		0	0	0
(6) SONIA DIVALERIO...................................................................... EMPLOYER TRUSTEE	2.00 .................	X		0	0	0
(7) MICHAEL J DRISCOLL JR...................................................................... EMPLOYER TRUSTEE	2.00 .................	X		0	0	0
(8) CHRISTOPHER LODGE...................................................................... UNION TRUSTEE	2.00 .................	X		0	0	0
(9) FRAN PIETRINI...................................................................... EMPLOYER TRUSTEE	2.00 .................	X		0	0	0
(10) JOHN HEENAN...................................................................... ADMINISTRATOR	14.00 ................. 26.00		X	64,726	120,206	95,470
(11) WILLIAM MCGUIRE...................................................................... COLLECTIONS	12.00 ................. 28.00		X	47,354	110,493	87,344
(12) PAUL CAREY III...................................................................... AUDITOR	12.00 ................. 28.00		X	44,296	103,358	84,287
(13) PAUL POTAKO...................................................................... IT MANAGER	18.00 ................. 22.00		X	65,767	62,184	78,376
(14) NATHAN SMITH...................................................................... PENSION/MEMBER COORDINATOR	12.00 ................. 28.00		X	25,426	101,704	78,130

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	247,569	809,625	556,238

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	525100	81,856,353	81,856,353
b	PENSIONER CONTRIBUTIONS	525100	5,485,826	5,485,826
c	PARTICIPANT CONTRIBUTIONS	525100	688,160	688,160
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		88,030,339

3 Investment income (including dividends, interest, and othersimilar amounts) ......			8,312,966			8,312,966
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	98,901,716
b	Less: cost or other basis and sales expenses	7b	98,551,295
c	Gain or (loss)	7c	350,421
d	Net gain or (loss).........			350,421			350,421
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
11a	COMMISSION RECAPTURE		525100	697			697
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			697
12	Total revenue. See instructions.....			96,694,423	88,030,339	0	8,664,084

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 .......	93,349,008
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	891,535
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	409,772
9	Other employee benefits .......	203,709
10	Payroll taxes ...........	72,208
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	122,082
c	Accounting ...........	63,980
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	567,628
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	80,000
12	Advertising and promotion ....
13	Office expenses .......	233,977
14	Information technology ......	128,486
15	Royalties ..
16	Occupancy ...........	96,007
17	Travel ............	19,855
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,968
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	94,137
23	Insurance ...	30,619
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ALLOCATED DEPRECIATION	41,308
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	96,407,279
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 ........				1
2	Savings and temporary cash investments .........			53,303,135	2	47,041,629
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			10,007,099	4	8,358,775
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 ......			411,503	9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,022,310
b	Less: accumulated depreciation	10b	262,139	1,854,308	10c	1,760,171
11	Investments—publicly traded securities .			130,038,251	11	146,827,083
12	Investments—other securities. See Part IV, line 11 .....			44,534,681	12	35,809,180
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			3,126,240	15	3,276,015
16	Total assets. Add lines 1 through 15 (must equal line 33)...			243,275,217	16	243,072,853

17	Accounts payable and accrued expenses .....	531,254	17	666,519
18	Grants payable ...		18
19	Deferred revenue .........	60,330	19	89,521
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	1,645,764	25	1,403,095
26	Total liabilities. Add lines 17 through 25..	2,237,348	26	2,159,135

	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	241,037,869	31	240,913,718
32	Total net assets or fund balances ...........	241,037,869	32	240,913,718
33	Total liabilities and net assets/fund balances ........	243,275,217	33	243,072,853