2024-05-13T17:05:54-05:00 2023-06-30 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2022-07-01 510249079 LODGE 447 FRINGE BENEFIT TRUST LODG 2019478000 140 SYLVAN AVENUE 303 ENGLEWOOD CLIFFS NJ 07632 NORMAN SHREVE TRUSTEE 2019478000 2024-05-07 1 NORMAN SHREVE 999009999 0 P01260796 2126955003 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NORMAN SHREVE 140 SYLVAN AVENUE 303 ENGLEWOOD CLIFFS NJ 07632 2061437 0 X N/A X EMPLOYEE BENEFIT PLAN 1976 NY TO PROVIDE DENTAL AND OPTICAL BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 0 0 0 0 0 0 914631 982576 1268 -39318 0 0 915899 943258 0 0 470723 493021 0 0 0 0 0 213138 217341 683861 710362 232038 232896 4092043 3936463 508998 63111 3583045 3873352 THE FUND IS CREATED FOR THE PURPOSE OF PROVIDING AND MAINTAINING DENTAL, OPTICAL, AND OTHER FRINGE BENEFITS FOR THE FAMILIES OF SUCH EMPLOYEES AS DEFINED BY THE TRUSTEES. 0 0 TO PROVIDE DENTAL AND OPTICAL BENEFITS TO ELIGIBLE PARTICIPANTS.THE NUMBER OF PARTICIPANTS IS 1,339. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 X ZENITH AMERICAN SOLUTIONS 2019478000 140 SYLVAN AVENUE SUITE 106 ENGLEWOOD CLIFFS NJ 07632 X WILLIAM SENFF UNION TRUSTEE 5.00 X 0 0 0 JEFFREY ISAACS EMPLOYER TRUSTEE 5.00 X 0 0 0 ROBERT PAESE UNION TRUSTEE 5.00 X 0 0 0 NORMAN SHREVE UNION TRUSTEE 5.00 X 0 0 0 NICK DANDREA JR EMPLOYER TRUSTEE 5.00 X 0 0 0 CRISTINO VILORIO UNION TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 978829 978829 PARTICIPANT CONTRIBUTIONS 900099 3747 3747 982576 28204 28204 1050657 1118179 -67522 -67522 -67522 943258 982576 0 -39318 X 493021 12022 58051 128877 5663 427 3154 BANK FEES 6270 CONSULTING FEES 2877 710362 -27276 -23079 2022573 1940378 73311 97330 793 606 1911384 1920640 111258 588 4092043 3936463 31832 30282 477166 32829 508998 63111 X 0 0 0 0 3583045 3873352 3583045 3873352 4092043 3936463 232896 57411 0 X 0 1 X 0 0 0 COLLECTIVE TRUST FUND 1920640 F 1920640 DUE TO MACHINISTS MONEY PURCHASE PENSION FUND 30491 DUE TO INTERNATIONAL ASSOCIATION OF MACHINISTS DISTRICT 15 HEALTH FUND 2338 32829 X 1000669 57411 57411 943258 0 943258 710362 0 710362 0 710362 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 THE PLAN 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 JUNE 30, 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. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON THE BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES WERE MAILED A COPY OF THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY TRUSTEE, OR ANY OTHER PERSON IN A POSITION OF AUTHORITY WITH RESPECT TO THE ORGANIZATION, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES CONCERNING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE TRUSTEES' MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G BENEFIT ADMINISTRATION FEES 58,865. CONTRACT ADMINISTRATOR'S FEES 70,012. 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