2025-01-25T15:08:16-06:00 2024-04-30 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2023-05-01 135549593 UNITED TEAMSTER FUND UNIT 7188591624 2137 UTICA AVENUE BROOKLYN NY 11234 DANIEL KANE JR TRUSTEE 7188591624 2025-01-24 1 1 JOSEPH MORELLO P02146706 2126951300 2025-01-25 2023 2025-03-06 01:10:19Z DANIEL KANE JR 2137 UTICA AVENUE BROOKLYN NY 11234 48300004 0 X N/A X 1949 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 6 3 18 0 0 0 0 0 42442730 46423888 150510 199475 1540755 1676641 44133995 48300004 0 0 42720193 45781586 2224472 2330627 0 0 0 1454218 1536463 46398883 49648676 -2264888 -1348672 16396196 17005474 7472357 8824540 8923839 8180934 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 1 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 97 0 1 18 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X UNITED TEAMSTER FUND 7188591624 2137 UTICA AVENUE BROOKLYN NY 11234 DANIEL KANE JR TRUSTEE 2.00 40.00 X 0 146219 66629 CHARLES MACHADIO TRUSTEE 2.00 40.00 X 0 128901 41370 VINCENT L PACIFICO TRUSTEE 2.00 2.00 X 0 0 0 MYRA GORDON TRUSTEE 2.00 2.00 X 0 0 0 ANDREW ROY TRUSTEE 2.00 2.00 X 0 0 0 ANTHONY ROSA TRUSTEE 2.00 40.00 X 0 128401 41370 BARRY REICH FUND ADMINISTRATOR 40.00 X 176103 0 31364 MICHAEL J HAFT ACCOUNTING SUPERVISOR 40.00 X 130463 0 31364 BIBI AMENA AHMAD BOOKKEEPER 40.00 X 121030 0 31364 BELKIS HENRIQUEZ ASST TO FUND ADMINISTRATOR 40.00 X 110378 0 31364 AGNES PATRICK SENIOR SUPERVISOR 40.00 X 102449 0 31364 640423 403521 306189 5 0 1 0 MERITAIN HEALTH 300 CORPORATE PARKWAY BUFFALO NY 14226 CLAIMS ADMINISTRATOR 846026 DJ O'GRADY CONSULTANTS 3219 EAST TREMONT BRONX NY 10461 MEDICAL CONSULTANT 265790 LAFOND CONSULTING LLC 95 TENAFLY RD ENGLEWOOD NJ 07631 IT CONSULTANT 136388 CARY KANE PLLC 1350 BROADWAY NEW YORK NY 10018 LEGAL COUNSEL 118250 4 EMPLOYER CONTRIBUTIONS 525100 46323101 46323101 COBRA CONTRIBUTIONS 525100 100787 100787 46423888 199475 199475 ADMIN FEES FROM FUNDS 900099 1676641 1676641 1676641 48300004 48100529 0 199475 45781586 207467 1456548 218768 314415 133429 211081 89800 59459 279320 316624 420230 29747 28067 102135 49648676 734303 1065051 543680 565125 5917567 6986723 147980 144544 416545 335862 89027 80683 7093348 6471961 1870291 1691387 16396196 17005474 236293 110606 7236064 8713934 7472357 8824540 X 0 0 0 0 0 0 8923839 8180934 16396196 17005474 -1348672 605767 0 X 0 1 X 0 0 53853 41378 12475 218557 168528 50029 144135 125956 18179 80683 RIGHT OF USE ASSET - OPERATING LEASE 1691387 1691387 INCURRED BUT NOT REPORTED CLAIMS 6967523 OPERATING LEASE LIABILITY 1746411 8713934 X 47229130 605767 605767 46623363 1676641 1676641 48300004 46339731 -1676641 -1676641 48016372 1632304 1632304 49648676 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 0 0 0 DANIEL KANE JR TRUSTEE 0 146219 0 0 0 0 0 49052 0 17577 0 212848 0 0 BARRY REICH FUND ADMINISTRATOR 176103 0 0 0 0 0 12869 0 18495 0 207467 0 0 0 CHARLES MACHADIO TRUSTEE 0 112201 0 0 0 16700 0 23793 0 17577 0 170271 0 0 ANTHONY ROSA TRUSTEE 0 112201 0 0 0 16200 0 23793 0 17577 0 169771 0 0 MICHAEL J HAFT ACCOUNTING SUPERVISOR 130463 0 0 0 0 0 12869 0 18495 0 161827 0 0 0 BIBI AMENA AHMAD BOOKKEEPER 121030 0 0 0 0 0 12869 0 18495 0 152394 0 0 0 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. 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 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 UNITED TEAMSTER PENSION FUND A K 266190 FAIR MARKET RENT UNITED TEAMSTER PENSION FUND A Q 488000 COST SHARING STUDY