2025-04-14T13:46:26-05:00 2024-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-07-01 136174166 WELFARE FUND OF LOCAL NO ONE IATSE WELF 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 ROBERT MCDONOUGH TRUSTEE 2122475225 2025-04-14 1 1 CAROL WESTFALL P00539069 6312734778 2023 2025-03-06 01:10:19Z HOLLY UBILLA 320 WEST 46TH STREET NEW YORK NY 10036 117230928 0 X FUNDONEIATSE.COM X 1965 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 5 5 0 0 0 0 0 0 55790673 59317018 451572 903129 0 0 56242245 60220147 0 0 38901998 44332894 0 0 0 0 0 1517246 1800539 40419244 46133433 15823001 14086714 49336606 65507073 5723043 6560541 43613563 58946532 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HOLLY UBILLA 2122475225 320 WEST 46TH STREET NEW YORK NY 10036 ROBERT MCDONOUGH TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL WEKSELBLATT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL CAFFREY TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER BROCKMEYER TRUSTEE 1.00 0.00 X 0 0 0 DIANA FORTUNA TRUSTEE THRU 8/2023 1.00 0.00 X 0 0 0 TODD A PALO TRUSTEE 1.00 0.00 X 0 0 0 HOLLY UBILLA DIR OF FUND ADMINISTRATION 17.00 23.00 X 0 258000 81270 GLORIA SHEA WELFARE SUPERVISOR 23.00 17.00 X 0 120244 37877 MARIANN ZAPPALLA PE/AN SUPERVISOR 17.00 23.00 X 0 108364 34134 0 486608 153281 0 0 1 0 AETNA LIFE INSURANCE CO 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS ADMINISTRATOR 1005044 SAVEONSP LLC 611 JAMISON RD SUITE 201 ELMA NY 14059 PRESCRIP. REVIEWER 505705 THE SEGAL COMPANY 333 WEST 34TH STREET NEW YORK NY 10001 ACTUARIAL SVCS/CONSULT 227701 EXPRESS SCRIPTS ONE EXPRESS WAY SAINT LOUIS MO 63121 CLAIMS ADMINISTRATOR 137487 4 EMPLOYERS CONTRIBUTIONS 711100 55253478 55253478 PARTICIPANTS CONTRIBUTIONS 711100 4063540 4063540 59317018 1600383 1600383 56313527 57010781 -697254 -697254 -697254 60220147 59317018 0 903129 44332894 253427 41000 98625 328516 32510 30439 47647 ALLOCATED ADMIN EXPENSE 866048 CREDIT CARD PROC FEES 77899 PRINTING 24428 46133433 264541 426299 13730703 11928596 8812744 12019988 1573 1573 404547 320753 100933 83794 25442516 36516304 983596 4530519 49336606 65507073 245833 170653 959018 1229230 4518192 5160658 5723043 6560541 X 43613563 58946532 43613563 58946532 49336606 65507073 14086714 1246255 0 X 0 1 X 1 0 175367 110017 65350 229180 210736 18444 83794 LONGVIEW BROAD MARKET 3000 INDEX FUND 4530519 F 4530519 CLAIMS PAYABLE, IBNR & INS PREM 4960339 NET TRADES PENDING SETTLEMENT 200319 5160658 61367777 1246255 1246255 60121522 98625 98625 60220147 45592661 0 45592661 98625 442147 540772 46133433 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAY, IBNR & INS PREM 442,147. X 0 0 0 HOLLY UBILLA DIR OF FUND ADMINISTRATION 0 258000 0 0 0 0 0 42570 0 38700 0 339270 0 0 GLORIA SHEA WELFARE SUPERVISOR 0 120244 0 0 0 0 0 19840 0 18037 0 158121 0 0 SCHEDULE J SUPPLEMENTAL INFORMATION: HOLLY UBILLA AND GLORIA SHEA RECEIVED COMPENSATION AND BENEFITS IN THEIR CAPACITY AS DIRECTOR OF FUND ADMINISTRATION AND WELFARE SUPERVISOR, RESPECTIVELY, OF THIS ENTITY AND THE RELATED PENSION AND ANNUITY FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE PENSION FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE ENTITY'S PORTION OF THE EXPENSES IS 43% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION A, LINE 7A THE PLAN IS JOINTLY ADMINISTERED BY TRUSTEES WHO ARE APPOINTED BY THE UNION AND BY THE EMPLOYER ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE DIRECTOR OF FUND ADMINISTRATION, WHO WORKS FULL TIME FOR THE PLAN. ONCE COMPLETE THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE FUND DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A CONFLICT OF INTEREST STATEMENT TO ALL OF ITS TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. ANNUITY FUND OF LOCAL ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 133022965 TO PROVIDE RETIREMENT BENEFITS TO ELIG PARTIC & BENEFICIARIES NY 501(A) N/A N/A 0 PENSION FUND OF LOCAL ONE IATSE 320 WEST 46TH STREET NEW YORK NY 10036 136414973 TO PROVIDE RETIREMENT BENEFITS TO ELIG PARTIC & BENEFICIARIES NY 501(A) N/A N/A 0 THEATRICAL PROTECTIVE UNION LOCAL NO ONE 320 WEST 46TH STREET NEW YORK NY 10036 131374710 LABOR UNION NY 501(C)(5) N/A N/A 0 SEE SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SCHEDULE R, PART II AND IV: CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION FOR SERVICES PROVIDED TO THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON FORM 990 PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS IN THEIR CAPACITY AS EMPLOYEES/TRUSTEES OF THOSE ORGANIZATIONS. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THOSE RELATED ORGANIZATIONS. 2023 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST 15/40 PRODUCTIONS LTD 36D PRODUTIONS LLC 92ND STREET YM-YWHA AEG MANAGEMENT NASSAU, LLC AKC PRODUCTIONS LLC AMALGAMATED HOSTING AMERICAN BROADCASTING COMPANY APOLLO THEATRE ATMOSPHERE STAGING MODE INC. AUDIBLE DIFFERENCE AUDIO RESOURCE GROUP BB PROP SERVICES LLC BEETLEJUICE BROADWAY LLC BIG TOP PRODUCTIONS LLC BOMBSHELL DEVELOPMENT LLC CAPITOL ENTERPRISES CARNEGIE HALL CORPORATION CBS CORPORATION CCMD - KOCH THEATER CHELSEA DISTRIBUTION GROUP CIRCLE IN THE SQUARE CITY PARKS FOUNDATION CITY UNIVERSITY OF NEW YORK CMC CEW SERVICES COMMUNICATIONS PLUS, INC. COMPLETE CREWING CONTROL ETC CREW YOU INC. CREWS UNLIMITED II, INC. DAN CASSIDY RIGGING DAYS ON BROADWAY INC. DESIGNATRONIX IND INC DOUBTFIRE ON TOUR LLC EAST COAST STAGING EASTERN LIGHTING DESIGN INC. ESSAY VIDEO, LLC ETHOS PRODUCTION SERVICES LLC EV EVENTS CENTER LLC (WEBSTER HALL) EVENTS UNITED F&D PRODUCTIONS MAIN FOX TELEVISION STATION G5 EVENT PRODUCTIONS, LLC GATSBY BROADWAY LLC GLP INC. GOOD SENSE & CO GOTHAM SCENIC LLC GREEN BUGATTI BROADWAY LLC GSBMF LLC HAIRSPRAY TOURING II, LLC HARD ROCK CAFE HUDSON SCENIC STUDIO INC / SOUND & LIGHT HUDSON THEATRE LLC HUDSON THEATRICAL ASSOCIATES JAZZ AT LINCOLN CENTER JOYCE THEATER FOUNDATION JP MORGAN CHASE JUJAMCYN THEATRE KCB EVENTS, INC. LIGHTSTREAM DESIGN INC. LINCOLN CENTER LINCOLN CENTER THEATER LIVE NATION NY LNC CONCRETE INC. LYRIC THEATRE M R PRODUCTION WEST END LTD MADISON SQUARE GARDEN COMPANY (MSG) MAINE STATE MUSIC THEATRE MANHATTAN THEATRE CLUB MELISSA TOURS LLC METROPOLITAN OPERA MRB MUSICAL LLC MULTI IMAGE GROUP NATIONAL BROADCASTING COMPANY NEDERLANDER ORGANIZATION NEW VICTORY THEATRE NEW YORK CITY LITES NEW YORK PHILHARMONIC NEXSTAR NMR STAGING NY ARENA PARTNERS LLC NY CITY CENTER INC NY SHAKESPEARE FESTIVAL OSA INTERNATIONAL INC. PACE UNIVERSITY PAQUIN ENTERTAINMENT PIER PRODUCTIONS & ENTERTAINMENT PRODUCTION SUPPORT SERVICES PROFESSIONAL THEATRICAL SERVICES LLC RIGGING DYNAMICS, INC. ROUNDABOUT THEATRE COMPANY SECOND STAGE THEATRE SHOWMAN FABRICATORS SHUBERT ORGANIZATION SOUND ASSOCIATES SPACE MGT. LLC ST. ANN'S WAREHOUSE INC. STAGE CALL INC TECHNICAL EVENT COMPANY LLC TECHNICAL OPERATIONS INC. TEXAS SCENIC COMPANY, INC. THE HARMONY MUSICAL THE LIGHTING DESIGN GROUP THE MUNY THE SHED NYC, LLC THE YORK THEATRE COMPANY INC. THEATRICAL RESOURCES THEATRICAL VENTURES, INC. THIRTEEN PRODUCTIONS LLC TOP KNOTCH PRODUCTIONS INC TRAINING EDUCATION & TECHNOLOGY FUND OF TPU UNITED STAGE ASSOCIATES UNLIMITED PRODUCTIONS UPA PRODUCTION SERVICES WELLS STREET PRODUCTIONS LLC WORKING THEATRE CO.,INC WORLD TRADE CENTER PERFORMING ARTS CENTER INC