2020-03-13T14:26:00-05:00 2019-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2018-07-01 132988369 DISTRICT COUNCIL 37 BENEFITS FUND TRUST DIST 2128151294 55 WATER STREET NEW YORK NY 10041 OLIVER GRAY TRUSTEE 2128151294 2020-03-13 1 CAROL WESTFALL P00539069 6312734778 173.56.115.218 2020-03-13 15:20:41 ED P 3D4AE2E8976E81368E472ACBB9DF04FDA774F33F 3D4AE2E8976E81368E472ACBB9DF04FDA774F33F 2018 2020-09-23 17:36:50Z 55 WATER STREET NEW YORK NY 10041 349370417 0 X N/A X 1979 NY COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 4 4 24 0 0 0 0 0 288364349 309189993 52089 69154 0 0 288416438 309259147 0 0 0 0 438664 333614 0 0 0 242581379 231734935 243020043 232068549 45396395 77190598 333575498 432590905 71346552 70577325 262228946 362013580 COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 0 0 COLLECTION AND DISTRIBUTION OF FUNDS TO OTHER RELATED TAX-EXEMPT HEALTH AND WELFARE BENEFIT PLANS. 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 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 6 0 1 24 1 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X GLENN SWIRSON 2128151294 55 WATER ST NEW YORK NY 10041 HENRY GARRIDO TRUSTEE 5.00 0.00 X 0 0 0 OLIVER GRAY TRUSTEE 5.00 0.00 X 0 0 0 MAF MISBAH UDDIN TRUSTEE 5.00 0.00 X 0 0 0 JAHMILA EDWARDS TRUSTEE (EFF 12/18) 5.00 0.00 X 0 0 0 JODI P GOLDMAN ASSOC ADMIN 5.00 30.00 X 0 139781 9720 MICHAEL CORBIN THRU 05-31-18 ASST R/E MANAGER 35.00 0.00 X 141992 0 31974 WILSON POLONIA BUILDING MANAGER 35.00 0.00 X 121207 0 42098 FRANCISCO MORALES SUPERINTENDENT 35.00 0.00 X 120272 0 36834 RAMDEEN SEEPERSAUD HANDY PERSON 35.00 0.00 X 121004 0 36937 WILLIE CHANG THRU 12-27-17 FORMER ADMINISTRATOR 1.00 13.00 X 94755 171389 24521 AUDREY BROWNE THRU 02-28-18 FORMER ASSOC ADMIN 2.00 20.00 X 31072 200425 15478 GARY DEAN THRU 05-31-18 FORMER CONTROLLER 2.00 20.00 X 57656 189839 33419 687958 701434 230981 4 1 1 0 PBM LLC 360 LEXINGTON AVE 2ND FL NEW YORK NY 10017 CLEANING SERVICE 1297478 PJ MECHANICAL SERVICE & MAINTENANCE CORP 55 BROAD STREET NEW YORK NY 10004 BLDG MAINTENANCE 200623 THYSSENKRUPP ELEVATOR CORP 519 8TH AVE 6TH FL NEW YORK NY 10018 ELEVATOR MAINTENANCE 169428 AMALGAMATED BANK 275 7TH AVE NEW YORK NY 10001 INVESTMENT CUSTODIAN 140933 ORANGE FLOOD CONTROL LLC 48 BISTATE PLAZA 256 OLD TAPPAN NJ 07675 FLOOD CONTROL 102570 5 EMPLOYER CONTRIBUTIONS 525100 308920455 308920455 COBRA 525100 269538 269538 309189993 12164 12164 40168260 40111270 56990 56990 56990 309259147 309246983 0 12164 265654 10394 57566 80028 59720 203983 182260 2816 61881 5599 8474 139142 ALLOCATION OF CONTRIB 230560695 ALLOCATED BLDG ACTIVITY 3286504 POSTRET BENEFIT OBLIG 430337 REIMB BLDG ACTIVITY -3286504 232068549 61909466 96244929 1321 1322 40817246 43463975 1280286 1240220 21647476 16045267 6020250 5602209 223546929 286038250 333575498 432590905 856962 884416 3220707 3010873 10402899 10660774 56865984 56021262 71346552 70577325 X 0 0 0 0 262228946 362013580 262228946 362013580 333575498 432590905 77190598 22594036 0 X 0 1 X 1 0 0 1 X 3614164 3614164 11028883 11028883 0 6080225 4228942 1851283 924204 787442 136762 5602209 LONGVIEW CORE BOND FUND 200098404 F LONGVIEW LARGE CAP INDEX 85939846 F 286038250 DUE TO RELATED ORGANIZATIONS 50487455 COMPENSATED ABSENCES 711152 POSTRETIREMENT BENEFIT OBLIGATION 4754070 PENSION WITHDRAWAL LIABILITY 68585 56021262 331649200 22594036 22594036 309055164 203983 203983 309259147 231864566 0 231864566 203983 203983 232068549 PART IV, LINE 2B: FUNDS FROM TWO LOCAL UNIONS FOR HEALTH AND SEVERANCE BENEFITS ARE MAINTAINED IN SEPARATE ACCOUNTS HELD BY THE TRUST AS CUSTODIAN. 1 0 0 MICHAEL CORBIN THRU 05-31-18 ASST R/E MANAGER 141992 0 0 0 0 0 6669 0 25305 0 173966 0 0 0 WILSON POLONIA BUILDING MANAGER 121207 0 0 0 0 0 16969 0 25129 0 163305 0 0 0 FRANCISCO MORALES SUPERINTENDENT 120272 0 0 0 0 0 16838 0 19996 0 157106 0 0 0 RAMDEEN SEEPERSAUD HANDY PERSON 121004 0 0 0 0 0 16941 0 19996 0 157941 0 0 0 WILLIE CHANG THRU 12-27-17 FORMER ADMINISTRATOR 94755 171389 0 0 0 0 0 1862 0 22659 94755 195910 0 0 AUDREY BROWNE THRU 02-28-18 FORMER ASSOC ADMIN 31072 200425 0 0 0 0 0 6288 0 9190 31072 215903 0 0 GARY DEAN THRU 05-31-18 FORMER CONTROLLER 57656 189839 0 0 0 0 0 11374 0 22045 57656 223258 0 0 PART I, LINE 4A THE FOLLOWING EMPLOYEES RECEIVED SEVERENCE PAYMENTS UPON THEIR RETIREMENT DURING 2018: MICHAEL CORBIN - $94,356 PART III - ADDITIONAL INFORMATION COMPENSATION FROM RELATED ORGANIZATIONS: WILLIE CHANG RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HIS CAPACITY AS ADMINSTRATOR OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. AUDREY BROWNE RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HER CAPACITY AS ASSOCIATE ADMINSTRATOR OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. GARY DEAN RECEIVED COMPENSATION FROM A RELATED ORGANIZATION IN HIS CAPACITY AS CONTROLLER OF THIS ORGANIZATION AND THE RELATED ORGANIZATION. COMPENSATION OF FOUR HIGHEST PAID EMPLOYEES: COMPENSATION OF THE FOUR HIGHEST PAID EMPLOYEES, AS SHOWN IN PART VII OF THE 990 AND SCHEDULE J, IS RELATED TO THE OPERATION OF THE BUILDING. AS SUCH, THEIR COMPENSATION IS INCLUDED IN THE ATTACHED SCHEDULE OF BUILDING ACTIVITY. FORM 990 - SCHEDULE J SUPPLEMENTAL DISTRICT COUNCIL 37 BENEFITS FUND TRUST SCHEDULE OF REVENUES & EXPENSES OF THE BUILDING FUND YEAR ENDED JUNE 30, 2019 REVENUE RENTAL INCOME $ 564,650 INTEREST INCOME 2,629 TOTAL REVENUE 567,279 EXPENSES PAYROLL 682,497 PAYROLL TAXES 63,136 EMPLOYEE BENEFITS 252,361 REAL ESTATE TAXES 837,332 UTILITIES 522,956 REPAIRS AND MAINTENANCE 709,715 OFFICE 160,932 INSURANCE 107,838 PROFESSIONAL FEES 18,222 CAFETERIA OPERATIONS 54,401 WITHDRAWAL LIABILITY INTEREST 4,354 SEVERANCE, VACATION AND SICK OBLIGATION 9,024 POST RETIREMENT BENEFIT OBLIGATION 71,634 DEPRECIATION 359,381 TOTAL EXPENSES 3,853,783 BUILDING EXPENSE IN EXCESS OF REVENUE (3,286,504) OCCUPANCY ALLOCATED TO AFFILIATED ORGANIZATIONS 3,286,504 NET COST TO THE TRUST $ - $ FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUNDS'S CONTROLLER AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND MANAGERIAL EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. POSSIBLE CONFLICTS ARE REQUIRED TO BE REPORTED TO THE ETHICAL PRACTICES COMMITTEE WHICH IS CHARGED WITH REVIEWING SUCH POSSIBLE CONFLICTS. A TRUSTEE OR MANAGERIAL EMPLOYEE IS PROHIBITED FROM MAKING A DECISION CONCERNING A BUSINESS RELATIONSHIP BETWEEN THE FUND AND A FIRM IN WHICH A CLOSE FAMILY MEMBER HAS A SIGNIFICANT FINANCIAL INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR A FLAT INCREASE PERCENTAGE IS APPROVED AND APPLIED TO ALL EMPLOYEES, INCLUDING MANAGEMENT PERSONNEL AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. DC 37 H&S PLAN TRUST 55 WATER STREET NEW YORK NY 10041 136209963 DEFINED BENEFIT HEALTH PLAN NY 501(C)(9) 0 DC 37 AFSCME ANNUITY FUND PLAN 55 WATER STREET NEW YORK NY 10041 134081131 DEFINED CONTRIBUTION PENSION PLAN NY 501A 0 DC 37 EDUCATION FUND 75 BROAD STREET NEW YORK NY 10004 132686582 DEFINED BENEFIT EDUCATION FUND NY 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0