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LOCAL 807 LABOR & MGMT HEALTH FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOCAL 807 LABOR & MGMT HEALTH FUND (EIN 13-5548780)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-03-14
IRS object ID
202540739349301039
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-14T13:49:05-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131577780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHULTHEIS & PANETTIERI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 WIRELESS BLVDAddressLine1Txt
CityHAUPPAUGECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11788ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135548780EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 807 LABOR-MANAGEMENTBusinessNameLine1Txt
Business Name Line2HEALTH FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone7187262525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132-43 49TH STREETAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEMOS DEMOPOULOSPersonNm
Person TitleUNION TRUSTEEPersonTitleTxt
Phone7187262525PhoneNum
Signature2025-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL WESTFALLPreparerPersonNm
PTINP00539069PTIN
Phone6312734778PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSEAN BOYLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line132-43 49TH STREETAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,107,926GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1948FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$10,705,462PYProgramServiceRevenueAmt
CY Program Service Revenue$10,848,759CYProgramServiceRevenueAmt
PY Investment Income$7,223,087PYInvestmentIncomeAmt
CY Investment Income$1,748,693CYInvestmentIncomeAmt
PY Other Revenue$73,620PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$18,002,169PYTotalRevenueAmt
CY Total Revenue$12,597,452CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$9,925,050PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$11,804,781CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,225,501PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,317,928CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$70,014PYOtherExpensesAmt
CY Other Expenses$197,557CYOtherExpensesAmt
PY Total Expenses$11,220,565PYTotalExpensesAmt
CY Total Expenses$13,320,266CYTotalExpensesAmt
PY Revenues Less Expenses$6,781,604PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$722,814CYRevenuesLessExpensesAmt
Total Assets BOY$73,235,727TotalAssetsBOYAmt
Total Assets EOY$76,021,311TotalAssetsEOYAmt
Total Liabilities BOY$2,574,918TotalLiabilitiesBOYAmt
Total Liabilities EOY$949,570TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$70,660,809NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,071,741NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document85IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEAN BOYLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7187262525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132-43 49TH STREETAddressLine1Txt
CityLONG ISLAND CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ANTHONY STORZ
UNION TRUSTEE1.000.00Yes (X)$0$0$0
DEMOS DEMOPOULOS
UNION TRUSTEE1.000.00Yes (X)$0$0$0
SCOTT LITTLE
MGT TRUSTEE1.000.00Yes (X)$0$0$0
ROBERT HOLDEN
MGT TRUSTEE1.000.00Yes (X)$0$0$0
PETER INGRAM
MGT TRUSTEE1.000.00Yes (X)$0$0$0
TERESA CASANOVA - THRU 012024
FUND ADMIN.21.0019.00$179,999$0$22,161Yes (X)
SEAN BOYLE - EFF 022024
FUND ADMIN18.0022.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$179,999TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$22,161TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MAGNACARE ADMIN SERVICES LLC
ONE PENN PLAZANEW YORKNY10119NETWORK ACCESS$267,165
EMPIRE BLUE CROSS BLUE SHIELD
15 METROTECH CENTERBROOKLYNNY11201CLAIMS PROCESSING$193,343
THE SEGAL COMPANY INC
333 WEST 34TH STREET 3RD FLNEW YORKNY10001ACTUARIAL CONSULTING$137,454
HERRICK FEINSTEIN LLP
TWO PARK AVENUENEW YORKNY10016ATTORNEY$111,047
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS484110$10,734,405$10,734,405
PARTICIPANTS CONTRIBUTIONS484110$114,354$114,354
FieldValueIRS element (for citing)
Total Program Service Revenue$10,848,759TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,849,468TotalRevenueColumnAmt
Exclusion$1,849,468ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,409,699SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,510,474SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$100,775SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$100,775TotalRevenueColumnAmt
Exclusion-$100,775ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,597,452TotalRevenueColumnAmt
Related Or Exempt Func Income$10,848,759RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,748,693ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$11,804,781TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$263,875TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$571,455TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$237,625TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$179,397TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$65,576TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$151,268TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$152,264TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$61,544TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$245,896TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,786TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$50,069TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$111,169TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$681TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,998TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$42,357TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescREIMB PR, TAXES AND BENDesc
Total-$657,475TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,320,266TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,515,193BOYAmt
EOY$450,367EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$962,431BOYAmt
EOY$313,202EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,138,166BOYAmt
EOY$1,600,704EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$112,097BOYAmt
EOY$97,257EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$848,425LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$787,981LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$60,444EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$57,469,291BOYAmt
EOY$61,635,845EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,311,263BOYAmt
EOY$11,863,492EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$727,286BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$73,235,727BOYAmt
EOY$76,021,311EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$86,232BOYAmt
EOY$91,970EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,488,686BOYAmt
EOY$857,600EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,574,918BOYAmt
EOY$949,570EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$70,660,809BOYAmt
EOY$75,071,741EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$70,660,809BOYAmt
EOY$75,071,741EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,235,727BOYAmt
EOY$76,021,311EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$722,814ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,133,746NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$212,663OtherCostOrOtherBasisAmt
Depreciation$178,396DepreciationAmt
Book Value$34,267BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$635,762OtherCostOrOtherBasisAmt
Depreciation$609,585DepreciationAmt
Book Value$26,177BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$60,444TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
SSGA S&P 500 NL QP CTF$2,419,249F
SSGA S&P 500 SL QP CTF$6,110,728F
BOYD WATTERSON STATE GOVT FUND LP$3,333,515F
FieldValueIRS element (for citing)
Total Book Value Securities$11,863,492TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT CLAIMS & PREM CURRENTLY PAYDesc
Amt$857,600Amt
FieldValueIRS element (for citing)
Total Liability$857,600TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$17,669,654TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,133,746NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,133,746RevenueNotReportedAmt
Revenue Subtotal$12,535,908RevenueSubtotalAmt
Investment Expenses Not Incld$61,544InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$61,544RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,597,452TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,162,522TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$14,162,522ExpensesSubtotalAmt
Investment Expenses Not Incld2$61,544InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$903,800OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$842,256ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,320,266TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 4B - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationCHANGE IN BENEFITS PAYABLE -903,800.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTERESA CASANOVA - THRU 012024PersonNm
TitleFUND ADMIN.TitleTxt
Base Compensation Filing Org$179,999BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$9,542DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$12,619NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$202,160TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J PART IIFormAndLineReferenceDesc
ExplanationTERESA CASANOVA RECEIVED COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED ANNUITY AND PENSION FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE HEALTH FUND PORTION OF THESE EXPENSES IS 53% OF THE GROSS AMOUNT DETAILED ON THE FORM 990, PART VII, SECTION A.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED BY THE BOARD PRIOR TO SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CREVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A BOARD OF TRUSTEES MEETING. THE ORGANIZATION REQUIRES ANNUAL AFFIRMATIONS TO BE RECEIVED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. THE ORGANIZATION DOES NOT MAKE DOCUMENTS AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
LOCAL 807 LABOR-MANAGEMENT PENSION FUND
32-43 49TH STREETLONG ISLAND CITYNY11103516099111PROVIDE RET BENEFITS TO PARTICIPANTSNY501(A)N/AN/A0
LOCAL 807 PROFIT-SHARING PLAN
32-43 49TH STREETLONG ISLAND CITYNY11103112532544PROVIDE RET BENEFITS TO PARTICIPANTSNY501(A)N/AN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE R SUPPLEMENTAL INFORMATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VII, SECTION ACERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. THE FILING ORGANIZATION IS NOT REQUIRED TO LIST THE COMPENSATION FOR THESE TRUSTEES BECAUSE THE RELATED ORGANIZATION (I) WAS "FOR PROFIT", (II) WAS NOT OWNED OR CONTROLLED DIRECTLY OR INDIRECTLY BY THE FILING ORGANIZATION OR ONE OR MORE RELATED TAX EXEMPT ORGANIZATIONS, AND (III) DID NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FILING ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990, PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM LOCAL 553 IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING.
SCHEDULE R PART IV IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORPABC SUPPLY CO INC ACCORD SUPPLY CO INC AIRWELD INC ALUMA SYSTEMS CONCRETE CONSTRUCTION AMAGANSETT BLDGMAT/C/O FLORENCE CO AMERICAN CONVENTION EXHIBITOR SERVIC ATLANTIC EXPOSITION SERVICE INC ATLANTIC WELDING SUPPLY CORP BFS GROUP LLC BRENNTAG NORTHEAST INC BRONX WELDING SUPP CO INC CARTER MILCHMAN & FRANK CENTER SHEET METAL INC COMPLETE SPIRAL METAL INC CSI-NEW YORK INC DELEET MERCHANDISING CORP DRAPERY MAINTENANCE CORP DRY ICE CORPORATION EAGLE MANAGEMENT GROUP EVENT DESIGN GROUP EXTECH BUILDING MATERIALS INC FARMER BROTHERS COFFEE FLORENCE CORP FREEMAN EXPOSITIONS INC GES EXPOSITION SERVICES INC GRAYBAR ELECTRIC COMPANY INC I JANVEY & SONS INC INDIA WAREHOUSE J & S SUPPLY CORP JDP MECHANICAL LLC KAMCO SUPPLY CORP KARO SHEET METAL KENT GORDIS PRODUCTIONS INC LINDENMEYR MUNROE LOCAL 807 L & M HLTH FUND M&J INNOVATIONS MASSIMO ZANETTI BEVERAGE USA MCKINNEY WELD SUPPLY CO MEADOW BURKE PRODUCTS NICHOLSON & GALLOWAY INC NTH DEGREE INC NY CONVENT CTR OPER CORP NY RACING ASSOC INC ON LOCATION INC PB VENTILATING SYSTEMS INC RIBON INDUSTRIES INC RIVEREDGE TRANS INC SELECT CONTRACTING INC SILVERBACK PRODUCTIONS LLC SPECTRUM SHOW SERVICES T W SMITH WELD SUPP CORP T3 EXPO TEAMSTERS LOCAL 553 THEATRICAL RESOURCES TW SMITH WELD SUPP CORP UNITED ENVELOPE INC VILLAINARTS WAYLAND INDUSTRIES INC WILLWORK INC WOLKOW-BRAKER ROOF CORP YORK LADDER INC YORK SCAFFOLD EQUIP CORP

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