2022-10-14T12:22:30-05:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2021-01-01 135603868 INSURANCE TRUST FUND PRIVATE SANITATION UNION LOCAL 813 IBT INSU 7189377150 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 DANIEL WRIGHT TRUSTEE 7189377150 2022-10-14 1 DANIEL WRIGHT XXX-XX-XXXX JOSEPH MORELLO P02146706 2126951300 2022-10-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z 74395364 0 X N/A X 1951 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 6 3 0 0 0 0 0 0 25276528 24742935 986824 4557724 0 0 26263352 29300659 0 0 22770095 24477713 363721 348648 0 0 0 667794 765848 23801610 25592209 2461742 3708450 67215599 74683469 8696356 9418030 58519243 65265439 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 0 0 0 X THE ORGANIZATION 7189377150 48-18 VAN DAM STREET LIC NY 11101 SEAN T CAMPBELL TRUSTEE 2.00 10.00 X 15000 110903 27514 JEFFREY GUTTERMAN TRUSTEE 2.00 4.00 X 0 0 0 ROBERT TILLIS TRUSTEE 2.00 8.00 X 0 0 0 NICHOLAS ORLANDO TRUSTEE 2.00 4.00 X 0 0 0 DANIEL WRIGHT TRUSTEE 2.00 38.00 X 0 146976 34648 RICHARD LAECCA TRUSTEE 2.00 10.00 X 0 3050 0 SHARON HUANG FUND ADMINISTRATOR 8.00 32.00 X 0 215103 43005 15000 476032 105167 0 0 1 0 AETNA LIFE INSURANCE COMPANY 151 FARMINGTON AVENUE HARTFORD CT 06156 CLAIMS PROCESSOR AND PPO ACCESS 1146605 PROSKAUER ROSE LLP 1585 BROADWAY NEW YORK NY 10036 LEGAL COUNSEL 118812 2 EMPLOYER CONTRIBUTIONS 525100 24582245 24582245 PARTICIPANTS CONTRIBUTIONS (COBRA 525100 160690 160690 24742935 1297593 1297593 48354836 45094705 3260131 3260131 3260131 29300659 28003066 0 1297593 24477713 218387 57607 54273 18381 118812 56369 245779 104081 41882 114161 59240 -474 25998 25592209 4632691 4625276 707549 637313 1597699 1593216 46242 39541 60231418 67788123 67215599 74683469 144356 143030 8552000 9275000 8696356 9418030 X 0 0 0 0 58519243 65265439 58519243 65265439 67215599 74683469 3708450 3037746 0 X 0 1 X 0 0 0 BENEFIT OBLIGATIONS 9275000 9275000 X 32092626 3037746 3037746 29054880 245779 245779 29300659 24623430 0 24623430 245779 723000 968779 25592209 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN 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 INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE WERE 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS 0 0 0 SHARON HUANG FUND ADMINISTRATOR 0 215103 0 0 0 0 0 22465 0 20540 0 258108 0 0 DANIEL WRIGHT TRUSTEE 0 140200 0 0 0 6776 0 14826 0 19822 0 181624 0 0 SEAN T CAMPBELL TRUSTEE 15000 101970 0 0 0 8933 0 14424 0 13090 15000 138417 0 0 FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - FUND IS A TAFT-HARTLEY PLAN GOVERNED BY A JOINT BOARD OF TRUSTEES. HALF ARE APPOINTED BY UNION AND HALF BY THE EMPLOYERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND THE TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. LOCAL 813 IBT 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 135603897 LABOR UNION NY 501(C)(5) 0 NURSES AND LOCAL 813 IBT RETIREMENT PLAN 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 131970192 BENEFIT FUND NY 501(A) 0 LOCAL 1034 PENSION FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 136594795 BENEFIT FUND NY 501(A) 0 LOCAL 813 PENSION FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 131975659 BENEFIT FUND NY 501(A) 0 LOCAL 27 PENSION FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 136567546 BENEFIT FUND NY 501(A) 0 LOCAL 813 SAVINGS AND THRIFT TRUST FUND 48-18 VAN DAM STREET LONG ISLAND CITY NY 11101 800529051 BENEFIT FUND NY 501(A) 0 XXX-XX-XXXX TRUST FUND STAFF CONTRIBUTING EMPLOYER 0 A & T T FUNERAL HOME CONTRIBUTING EMPLOYER 0 AADANZO SANITATION INC CONTRIBUTING EMPLOYER 0 AAC BUILDERS CARTING LLC CONTRIBUTING EMPLOYER 0 ADELPHIA CONTAINER CORP CONTRIBUTING EMPLOYER 0 ALIFFI FUNERAL SERVICES CONTRIBUTING EMPLOYER 0 ALITE AUTO SERVICE INC CONTRIBUTING EMPLOYER 0 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