2024-11-15T11:27:34-06:00 2023-12-31 132858927 FITZSIMMONS ABRAMS LLP 7600 JERICHO TPKE WOODBURY NY 11797 990 2023-01-01 131912506 USWU LOCAL 74 WELFARE FUND LOCAL 74 WELFARE FUND USWU 7187297400 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 SAL ALLADEEN TRUSTEE 7187297400 2024-11-08 1 0 DAVID FITZSIMMONS P01242338 5166820100 X 2023 2024-10-15 13:58:12Z SAL ALLADEEN 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 40482767 0 X N/A X 1962 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 4 4 10 0 0 0 0 0 37215614 36128430 2304984 1768863 2548 559835 39523146 38457128 0 35000 35261771 31923133 817249 940682 0 0 0 1225769 2116742 37304789 35015557 2218357 3441571 91790896 105996991 2614698 3195002 89176198 102801989 TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 0 0 THE FUND PROVIDES HEALTH BENEFITS (HOSPITALIZATION, SURGICAL AND MAJOR MEDICAL, DENTAL, OPTICAL, DISABILITY, PRESCRIPTION DRUG, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE) TO PARTICIPANTS HAVING ACHIEVED THE REQUIRED MINIMUM HOURS OF SERICE IN COVERED EMPLOYMENT. PROVIDE TRAINING COURSES AND SCHOLARSHIP BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS OR THEIR DEPENDENTS (FOR SCHOLARSHIP PURPOSES). TO PROVIDE LEGAL SERVICE BENEFITS TO ELIGIBLE MEMBERS OF CONTRIBUTING EMPLOYERS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 0 1 0 X USWU LOCAL 74 WELFARE FUND 7187297400 36-36 33RD STREET ROOM 202 LONG ISLAND CITY NY 11106 SAL ALLADEEN TRUSTEE 1.00 44.00 X 0 0 0 JEFFREY MILLER TRUSTEE 1.00 40.00 X 0 0 0 ED CLEVENGER TRUSTEE 1.00 40.00 X 0 0 0 JONATHAN ROSARIO TRUSTEE 1.00 40.00 X 0 0 0 ZACHARY HARKIN FUND ADMINISTRATOR 25.00 20.00 X 207741 108255 40021 MARYANN FALCE BENEFITS COORDINATOR 40.00 0.00 X 109738 0 35978 GARY HAHN ACCOUNTANT 10.00 30.00 X 42643 97665 19154 360122 205920 95153 2 0 1 0 MORVILLO ABRAMOWITZ GRAND IASON & ANELLO 565 FIFTH AVENUE 9TH FLOOR NEW YORK NY 10017 LEGAL SERVICES 560774 LITTLER MENDELSON PC 2301 MCGEE STREET 8TH FL KANSAS CITY MO 64108 LEGAL SERVICES 190000 FUIMAN MOGILA 5 PENNSYLVANIA PLAZA 23RD FLOOR NEW YORK NY 10001 LEGAL SERVICES 150000 FITZSIMMONS ABRAMS 7600 JERICHO TPKE NEW YORK NY 11797 ACCOUNTING 128447 O'DWYER & BERNSTEIN LLP 52 DUANE STREET NEW YORK NY 10007 LEGAL SERVICES 116616 5 EMPLOYER CONTRIBUTIONS 900099 36100486 36100486 COBRA CONTRIBUTIONS 900099 27944 27944 36128430 1774082 1774082 2020420 2025639 -5219 -5219 -5219 STOP LOSS REFUNDS 900099 559835 559835 559835 38457128 36683046 0 1774082 35000 31923133 237329 359778 181628 118206 43741 1019070 119243 379192 152051 67394 81269 1568 6031 109652 DATA PROCESSING 171405 EXCISE TAXES AND FEES 9867 35015557 1521707 1875983 3182590 3404896 116015 100009 623630 618553 11108 5077 86853002 100570945 106474 40081 91790896 105996991 184833 155542 2429865 3039460 2614698 3195002 X 0 0 0 0 89176198 102801989 89176198 102801989 91790896 105996991 X 3441571 10786220 -602000 X 0 1 X 1 0 623630 618553 5077 5077 MUTUAL FUNDS 25619735 F PROPERTY FUND LIMITED PARTNERSHIPS 5448135 F COMMON COLLECTIVE TRUSTS 60060487 F ALTERNATIVE INVST- LIFE SETTLEMENTS 4536126 F REAL ESTATE PARTNERSHIP 4906462 F 100570945 DUE TO RELATED ENTITIES 189879 BENEFIT OBLIGATIONS 2809500 PRESENT VALUE OF LEASE OBLIGATIONS SHORT TERM 40081 3039460 X 48143219 10786220 10786220 37356999 379192 720938 1100130 38457129 33915426 0 33915426 379192 720938 1100130 35015556 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND IS AN EXEMPT ORGANIZATION UNDER SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE AND IS THEREFORE NOT SUBJECT TO FEDERAL INCOME TAXES. THE FUND IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE BOARD IS NOT AWARE OF ANY COURSE OF ACTION OR SERIES OF EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE FUND'S QUALIFIED STATUS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AT DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE WELFARE CONTRIBUTIONS RECLASSIFICATION 161,103. STOP LOSS REFUNDS 559,835. PART XII, LINE 4B - OTHER ADJUSTMENTS: EMPLOYEE WELFARE CONTRIBUTIONS RECLASSIFICATION 161,103. STOP LOSS REFUNDS 559,835. 1 SCHOLARSHIP AWARDS 14 35000 FMV X 0 0 0 ZACHARY HARKIN FUND ADMINISTRATOR 207741 108255 0 0 0 0 8411 2966 21177 7467 237329 118688 0 0 GARY HAHN ACCOUNTANT 42643 97665 0 0 0 0 2393 5481 3428 7852 48464 110998 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S POLICY REQUIRES THE SIGNATORY BOARD MEMBER TO REVIEW THE IRS FORM 990 THAT IS PREPARED ON THE ORGANIZATION'S BEHALF BEFORE IT IS FILLED WITH THE IRS. THIS MEANS OF DELIVERY SHALL BE HARD COPY. FORM 990, PART VI, SECTION B, LINE 12C DISCUSSED IN QUARTERLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15B THE COMPENSATION OF THE ORGANIZATION'S PLAN ADMINISTRATOR IS DETERMINED BY THE PLAN'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 IT IS THE ORGANIZATION'S POLICY TO FULLY COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS WITH RESPECT TO THE IRS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. OUR ORGANIZAITON WILL FULFILL ALL REQUESTS FOR THE FORMS MADE IN WRITING OR IN PERSON, OR SOME COMBINATION OF THOSE AVENUES IN ORDER TO COMPLY WITH THE FEDERAL PUBLIC DISCLOSURE REQUIREMENTS. FORM 990, PART XI, LINE 9: CHANGE IN BENEFIT OBLIGATION -602,000. USWU LOCAL 74 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 205808568 LABOR ORGANIZATION NY 501(C)(5) N/A 0 JOINT COUNCIL 1217 USWU 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 262718175 LABOR ORGANIZATION NY 501(C)(5) N/A 0 LOCAL USWU 74 PENSION FUND 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 271247066 RETIREMENT FUND NY 401(A) N/A 0 CEMETERY WORKERS SUPPLEMENTAL PENSION 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 112416101 RETIREMENT FUND NY 401(A) N/A 0 METAL SPINNERS RETIREMENT PLAN 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 136608708 RETIREMENT FUND NY 401(A) N/A 0 LOCAL 74 USWU 401(K) PLAN 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 272570808 RETIREMENT FUND NY 401(K) N/A 0 LOCAL 1031 USWU IUJAT 36-36 33RD STREET SUITE 202 LONG ISLAND CITY NY 11106 208628882 LABOR ORGANIZATION NY 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0