UNITED TEAMSTER FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED TEAMSTER FUND (EIN 13-5549593)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-01-25
- IRS object ID
- 202540259349300024
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-25T15:08:16-06:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 SEVENTH AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135549593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED TEAMSTER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7188591624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2137 UTICA AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL KANE JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188591624 | PhoneNum |
| Signature | 2025-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH MORELLO | PreparerPersonNm |
| PTIN | P02146706 | PTIN |
| Phone | 2126951300 | PhoneNum |
| Preparation | 2025-01-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL KANE JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2137 UTICA AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,300,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,442,730 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,423,888 | CYProgramServiceRevenueAmt |
| PY Investment Income | $150,510 | PYInvestmentIncomeAmt |
| CY Investment Income | $199,475 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,540,755 | PYOtherRevenueAmt |
| CY Other Revenue | $1,676,641 | CYOtherRevenueAmt |
| PY Total Revenue | $44,133,995 | PYTotalRevenueAmt |
| CY Total Revenue | $48,300,004 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $42,720,193 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $45,781,586 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,224,472 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,330,627 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,454,218 | PYOtherExpensesAmt |
| CY Other Expenses | $1,536,463 | CYOtherExpensesAmt |
| PY Total Expenses | $46,398,883 | PYTotalExpensesAmt |
| CY Total Expenses | $49,648,676 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,264,888 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,348,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,396,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,005,474 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,472,357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,824,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,923,839 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,180,934 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED TEAMSTER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7188591624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2137 UTICA AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11234 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL KANE JR | ||||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $146,219 | $66,629 | ||
| CHARLES MACHADIO | ||||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $128,901 | $41,370 | ||
| VINCENT L PACIFICO | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MYRA GORDON | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW ROY | ||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY ROSA | ||||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $128,401 | $41,370 | ||
| BARRY REICH | ||||||||
| FUND ADMINISTRATOR | 40.00 | $176,103 | $0 | $31,364 | Yes (X) | |||
| MICHAEL J HAFT | ||||||||
| ACCOUNTING SUPERVISOR | 40.00 | $130,463 | $0 | $31,364 | Yes (X) | |||
| BIBI AMENA AHMAD | ||||||||
| BOOKKEEPER | 40.00 | $121,030 | $0 | $31,364 | Yes (X) | |||
| BELKIS HENRIQUEZ | ||||||||
| ASST TO FUND ADMINISTRATOR | 40.00 | $110,378 | $0 | $31,364 | Yes (X) | |||
| AGNES PATRICK | ||||||||
| SENIOR SUPERVISOR | 40.00 | $102,449 | $0 | $31,364 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $640,423 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $403,521 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $306,189 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERITAIN HEALTH | |||||
| 300 CORPORATE PARKWAY | BUFFALO | NY | 14226 | CLAIMS ADMINISTRATOR | $846,026 |
| DJ O'GRADY CONSULTANTS | |||||
| 3219 EAST TREMONT | BRONX | NY | 10461 | MEDICAL CONSULTANT | $265,790 |
| LAFOND CONSULTING LLC | |||||
| 95 TENAFLY RD | ENGLEWOOD | NJ | 07631 | IT CONSULTANT | $136,388 |
| CARY KANE PLLC | |||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | LEGAL COUNSEL | $118,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $46,323,101 | $46,323,101 |
| COBRA CONTRIBUTIONS | 525100 | $100,787 | $100,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,423,888 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,475 | TotalRevenueColumnAmt |
| Exclusion | $199,475 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES FROM FUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,676,641 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,676,641 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,676,641 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,300,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,100,529 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $199,475 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,781,586 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,467 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,456,548 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,768 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,415 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,429 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,081 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,800 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,459 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,320 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,624 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,230 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,747 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,067 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,135 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,648,676 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,303 | BOYAmt |
| EOY | $1,065,051 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,680 | BOYAmt |
| EOY | $565,125 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,917,567 | BOYAmt |
| EOY | $6,986,723 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,980 | BOYAmt |
| EOY | $144,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $416,545 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $335,862 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,027 | BOYAmt |
| EOY | $80,683 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,093,348 | BOYAmt |
| EOY | $6,471,961 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,291 | BOYAmt |
| EOY | $1,691,387 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,396,196 | BOYAmt |
| EOY | $17,005,474 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,293 | BOYAmt |
| EOY | $110,606 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,236,064 | BOYAmt |
| EOY | $8,713,934 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,472,357 | BOYAmt |
| EOY | $8,824,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,923,839 | BOYAmt |
| EOY | $8,180,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,396,196 | BOYAmt |
| EOY | $17,005,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,348,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $605,767 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,378 | DepreciationAmt |
| Book Value | $12,475 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $218,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $168,528 | DepreciationAmt |
| Book Value | $50,029 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,956 | DepreciationAmt |
| Book Value | $18,179 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $80,683 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET - OPERATING LEASE | Desc |
| Book Value | $1,691,387 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,691,387 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCURRED BUT NOT REPORTED CLAIMS | $6,967,523 |
| OPERATING LEASE LIABILITY | $1,746,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,713,934 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $47,229,130 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $605,767 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $605,767 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,623,363 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,676,641 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,676,641 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,300,004 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,339,731 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,676,641 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,676,641 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,016,372 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,632,304 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,632,304 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $49,648,676 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 APRIL 30, 2024 AND 2023, 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 XI, LINE 4B - OTHER ADJUSTMENTS: | ADMIN. FEES RECEIVED FROM OTHER FUNDS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADMIN. FEES RECEIVED FROM OTHER FUNDS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN BENEFIT OBLIGATIONS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL KANE JR | ||||||||||||||
| TRUSTEE | $0 | $146,219 | $0 | $0 | $0 | $0 | $0 | $49,052 | $0 | $17,577 | $0 | $212,848 | $0 | $0 |
| BARRY REICH | ||||||||||||||
| FUND ADMINISTRATOR | $176,103 | $0 | $0 | $0 | $0 | $0 | $12,869 | $0 | $18,495 | $0 | $207,467 | $0 | $0 | $0 |
| CHARLES MACHADIO | ||||||||||||||
| TRUSTEE | $0 | $112,201 | $0 | $0 | $0 | $16,700 | $0 | $23,793 | $0 | $17,577 | $0 | $170,271 | $0 | $0 |
| ANTHONY ROSA | ||||||||||||||
| TRUSTEE | $0 | $112,201 | $0 | $0 | $0 | $16,200 | $0 | $23,793 | $0 | $17,577 | $0 | $169,771 | $0 | $0 |
| MICHAEL J HAFT | ||||||||||||||
| ACCOUNTING SUPERVISOR | $130,463 | $0 | $0 | $0 | $0 | $0 | $12,869 | $0 | $18,495 | $0 | $161,827 | $0 | $0 | $0 |
| BIBI AMENA AHMAD | ||||||||||||||
| BOOKKEEPER | $121,030 | $0 | $0 | $0 | $0 | $0 | $12,869 | $0 | $18,495 | $0 | $152,394 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE RETURN PREPARER EMAILS A COPY OF THE FORM 990 TO THE FUND ADMINISTRATOR AND THE BOARD OF 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| TEAMSTERS LOCAL 202 IBT | ||||||||
| 101 FOOD CENTER DRIVE ROOM 12A | BRONX | NY | 10474 | 135007460 | LABOR UNION | NY | 501(C)(5) | 0 |
| UNITED TEAMSTER PENSION FUND A | ||||||||
| 2137 UTICA AVE | BROOKLYN | NY | 11234 | 135660513 | PENSION FUND | NY | 501(A) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (67 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|
| 3 J'S TRUCKING LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| A & J PRODUCE CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| AJ TRUCCO (DRIVERS) | |
| CONTRIBUTING EMPLOYER | 0 |
| ASCO SPRINKLER | |
| CONTRIBUTING EMPLOYER | 0 |
| BANANA DISTRIBUTORS OF NY | |
| CONTRIBUTING EMPLOYER | 0 |
| BASHIAN BROTHERS | |
| CONTRIBUTING EMPLOYER | 0 |
| BEST TROPICAL ISLAND INC | |
| CONTRIBUTING EMPLOYER | 0 |
| BUCKMILLER | |
| CONTRIBUTING EMPLOYER | 0 |
| C & J BROTHERS | |
| CONTRIBUTING EMPLOYER | 0 |
| CELEBRITY FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| CFS STEEL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COOSEMANS NEW YORK INC | |
| CONTRIBUTING EMPLOYER | 0 |
| COUNTRYWIDE PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| D' ARRIGO BROS | |
| CONTRIBUTING EMPLOYER | 0 |
| E ARMATA INC | |
| CONTRIBUTING EMPLOYER | 0 |
| EVE SALES CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| FARMER BROTHERS CO | |
| CONTRIBUTING EMPLOYER | 0 |
| FIERMAN PRODUCE EXCHANGE | |
| CONTRIBUTING EMPLOYER | 0 |
| FIRM TRUCKING | |
| CONTRIBUTING EMPLOYER | 0 |
| FITZ & PAL FOOD CTR | |
| CONTRIBUTING EMPLOYER | 0 |
| FRESCO LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| FRUITCO CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| GOLD MEDAL PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| GRUB MARKKET INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HARAM CHRISTENSEN | |
| CONTRIBUTING EMPLOYER | 0 |
| HENRY HAAS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| HUNT POINT TERM | |
| CONTRIBUTING EMPLOYER | 0 |
| J MARGIOTTA CO | |
| CONTRIBUTING EMPLOYER | 0 |
| JAMAC FROZEN FOOD CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| LEE LOI INDUSTRY INC | |
| CONTRIBUTING EMPLOYER | 0 |
| LIFT PRO | |
| CONTRIBUTING EMPLOYER | 0 |
| LOCAL 202 IBT | |
| CONTRIBUTING EMPLOYER | 0 |
| LONG ISLAND COMMUNITY | |
| CONTRIBUTING EMPLOYER | 0 |
| M & R TOMATO DISTS INC | |
| CONTRIBUTING EMPLOYER | 0 |
| MABIJO PACKING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| MASSIMO ZANETTI BEV USA | |
| CONTRIBUTING EMPLOYER | 0 |
| MENDEZ INTERNATIONAL | |
| CONTRIBUTING EMPLOYER | 0 |
| MERCEDES-BENZ OF BROOKLYN | |
| CONTRIBUTING EMPLOYER | 0 |
| MIDLAND STEEL WHOLESALE | |
| CONTRIBUTING EMPLOYER | 0 |
| MIL-ART TRUCKIING CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| NATHEL & NATHEL INC | |
| CONTRIBUTING EMPLOYER | 0 |
| NATIONAL FARM WHOLESALE | |
| CONTRIBUTING EMPLOYER | 0 |
| NEWHAVEN DIST SERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| NY BLOOD CENTER | |
| CONTRIBUTING EMPLOYER | 0 |
| PAN HELLENIC FOOD OF NY CORP | |
| CONTRIBUTING EMPLOYER | 0 |
| PARAGON ACURA | |
| CONTRIBUTING EMPLOYER | 0 |
| PARAGON HONDA | |
| CONTRIBUTING EMPLOYER | 0 |
| PAUL STEINBERG ASSOC | |
| CONTRIBUTING EMPLOYER | 0 |
| PORRICELLI INC | |
| CONTRIBUTING EMPLOYER | 0 |
| R & I PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| ROBERT T COCRAN CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| RUBIN BROS | |
| CONTRIBUTING EMPLOYER | 0 |
| S KATZMAN PRODUCE INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SAMI PRODUCE | |
| CONTRIBUTING EMPLOYER | 0 |
| SLF BENEFICA | |
| CONTRIBUTING EMPLOYER | 0 |
| SLG NEWS OWNER | |
| CONTRIBUTING EMPLOYER | 0 |
| SUNRISE COACH LINES INC | |
| CONTRIBUTING EMPLOYER | 0 |
| SYSCO LONG ISLAND LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| TED GEORGALLAS TOMATO & PROD | |
| CONTRIBUTING EMPLOYER | 0 |
| TOP BANANA LLC | |
| CONTRIBUTING EMPLOYER | 0 |
| TRUX INC | |
| CONTRIBUTING EMPLOYER | 0 |
| UNITED TEAMSTER FUND | |
| CONTRIBUTING EMPLOYER | 0 |
| US FOODSERVICE | |
| CONTRIBUTING EMPLOYER | 0 |
| VEG PAK DIST CO INC | |
| CONTRIBUTING EMPLOYER | 0 |
| VILLEROY & BOCH | |
| CONTRIBUTING EMPLOYER | 0 |
| WEST SIDE FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| WOOLCO FOODS | |
| CONTRIBUTING EMPLOYER | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED TEAMSTER PENSION FUND A | ||
| K | $266,190 | FAIR MARKET RENT |
| UNITED TEAMSTER PENSION FUND A | ||
| Q | $488,000 | COST SHARING STUDY |