2025-04-09T13:27:17-05:00 2024-06-30 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-07-01 134017983 PLUMBERS AND STEAMFITTERS LOCAL NO 21 WELFARE FUND PLUM 9147377220 1024 MCKINLEY STREET PEEKSKILL NY 10566 AMIR WIRR PLAN ADMINISTRATOR 9147377220 2025-04-09 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2023 2025-03-06 01:10:19Z AMIR WIRR 1024 MCKINLEY STREET PEEKSKILL NY 10566 25757585 0 X N/A X 1998 NY TO PROVIDE HEALTH AND WELFARE BENEFITS. 8 4 0 0 0 0 0 0 18064087 20508538 241029 225275 2268089 3240222 20573205 23974035 0 0 18873999 19626561 293597 393608 0 0 0 756610 802045 19924206 20822214 648999 3151821 16948962 20891918 2043737 2396801 14905225 18495117 TO PROVIDE HEALTH AND WELFARE BENEFITS. 0 0 PROVIDING HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, PRESCRIPTION DRUGS, LIFE INSURANCE AND CERTAIN OTHER BENEFITS TO QUALIFYING PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BOARD OF TRUSTEES 9147377220 1024 MCKINLEY STREET PEEKSKILL NY 10566 THOMAS O'BRIEN UNION TRUSTEE 2.00 X 0 148559 114582 SEAN CAREY UNION TRUSTEE 2.00 X 0 142390 108473 JOHN MCCRUDDEN JR UNION TRUSTEE 2.00 X 0 63642 46257 CRAIG STRASSER UNION TRUSTEE 2.00 X 0 63642 46257 REINALDO DIAZ FORMER UNION TRUSTEE 2.00 X 0 89492 67583 JOSEPH DULLEA FORMER UNION TRUSTEE 2.00 X 0 71554 57050 THOMAS CAREY FORMER UNION TRUSTEE 2.00 X 0 78748 62497 GRANT COPPOLA EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES ESTABROOK EMPLOYER TRUSTEE 1.00 X 0 0 0 ANDREW CUOMO EMPLOYER TRUSTEE 1.00 X 0 0 0 ANDREW GRUDMAN EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT COURTIEN FORMER EMPLOYER TRUSTEE 1.00 X 0 0 0 MARK WHALEN FORMER EMPLOYER TRUSTEE 1.00 X 0 0 0 JOHN DIMICELI FORMER EMPLOYER TRUSTEE 1.00 X 0 0 0 0 658027 502699 0 0 1 0 EMPIRE HEALTHCHOICE ASSURANCE INC 9 PINE STREET 14TH FLOOR NEW YORK NY 10005 CLAIMS PROCESSING 496946 1 EMPLOYERS' CONTRIBUTIONS 900099 20508538 20508538 20508538 269674 269674 1739151 1783550 -44399 -44399 -44399 STOP LOSS REIMBURSEMENTS 900099 2387358 2387358 INSURANCE PREMIUMS COLLECTED 900099 852414 852414 MISCELLANEOUS INCOME 900099 450 450 3240222 23974035 23748760 0 225275 19626561 221592 153772 18244 43034 33487 7600 580921 9831 51551 13343 8057 18606 3461 EQUIPMENT RENTAL 18153 PCORI FEE 6466 PRINTING, STATIONERY & 4465 TELEPHONE 3070 20822214 9673716 0 983276 13272042 1612906 1875112 214695 193526 22126 21169 4634931 5653590 22007 70005 16948962 20891918 28600 130776 2015137 2266025 2043737 2396801 X 0 0 0 0 14905225 18495117 14905225 18495117 16948962 20891918 3151821 438071 0 X X 0 1 X 1 0 214695 193526 21169 21169 OPERATING LEASE LIABILITIES 70005 DUE TO RELATED FUNDS 175320 BENEFIT OBLIGATIONS PAYABLE 2020700 2266025 X 22017148 438071 438071 21579077 7600 2387358 2394958 23974035 18268856 -2387358 -2387358 20656214 7600 158400 166000 20822214 PART X, LINE 2: THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED SEPTEMBER 30, 1999, STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: STOP LOSS REIMBURSEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: STOP LOSS REIMBURSEMENTS PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFIT OBLIGATIONS PAYABLE X 0 0 0 THOMAS O'BRIEN UNION TRUSTEE 0 148559 0 0 0 0 0 87997 0 26585 0 263141 0 0 SEAN CAREY UNION TRUSTEE 0 142390 0 0 0 0 0 82535 0 25938 0 250863 0 0 REINALDO DIAZ FORMER UNION TRUSTEE 0 89492 0 0 0 0 0 52654 0 14929 0 157075 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO TRUSTEES FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE OF POLICIES ARE REVIEWED AT TRUSTEE MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS & STEAMFITTERS LOCAL 21 1024 MCKINLEY STREET PEEKSKILL NY 10566 133964242 TO PROVIDE JOB OPPORTUNITIES TO MEMBERS OF THE UNION NY 501(C)(5) N/A 0 PLUMBERS & STEAMFITTERS LOCAL 21 PENSION FUND 1024 MCKINLEY STREET PEEKSKILL NY 10566 131847042 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS OF THE FUND NY 401(A) N/A 0 PLUMBERS & STEAMFITTERS LOCAL 21 EDUCATION FUND 1024 MCKINLEY STREET PEEKSKILL NY 10566 134015617 TO PROVIDE EDUCATION & TRAINING TO PARTICIPANTS OF THE FUND NY 501(C)(3) N/A 0 PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY FUND 1024 MCKINLEY STREET PEEKSKILL NY 10566 136320256 TO PROVIDE ANNUITY BENEFITS TO PARTICIPANTS OF THE FUND NY 401(A) N/A 0 WEST&PUT IND LABOR MGMT COMM 1024 MCKINLEY STREET PEEKSKILL NY 10566 134015609 SUPPORT LABOR MANAGEMENT NY 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PLUMBERS & STEAMFITTERS LOCAL 21 ADMIN FUND O 392126 TIME STUDY PLUMBERS & STEAMFITTERS LOCAL 21 ADMIN FUND P 26925 ALLOCATION FACTORS 1024 MCKINLEY STREET LLC N 13343 RENT STUDY