2024-11-15T16:49:09-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 131805529 SICK BENEFIT FUND OF AIT & NW OF AMERICA LOCAL 223 SICK 5168726690 420 W MERRICK ROAD VALLEY STREAM NY 11580 JOSEPH GIOVINCO FUND ADMINISTRATOR 2128898180 2024-11-15 1 0 MATTHEW SIMON P01366109 2126955003 2023 2024-10-15 13:58:12Z JOE GIOVINCO 420 W MERRICK ROAD VALLEY STREAM NY 11580 30831106 0 X N/A X 1946 NY TO PROVIDE MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, LIFE, DENTAL, OPTICAL, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND, WHEREAPPLICABLE, MEDICAL CARE FOR THEIR FAMILIES. 2 1 0 0 0 0 0 0 10517178 10968921 35327 263204 0 0 10552505 11232125 0 0 10410425 11036258 78728 276265 0 0 0 1322781 1358298 11811934 12670821 -1259429 -1438696 20931469 21782162 77518 69799 20853951 21712363 TO PROVIDE MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, LIFE, DENTAL, OPTICAL, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND, WHERE APPLICABLE, MEDICAL CARE FOR THEIR FAMILIES. 0 0 PROVIDE MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, OPTICAL, DISABILITY AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND, WHERE APPLICABLE, MEDICAL CARE FOR THEIR FAMILIES. THE NUMBER OF PARTICIPANTS IS 2,179. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 52 0 1 0 0 0 0 0 0 0 0 0 X 2 1 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 X JOE GIOVINCO 5168726690 420 W MERRICK ROAD VALLEY STREAM NY 11580 COSMO LUBRANO TRUSTEE 1.00 X 0 0 0 BRYAN MCCARTHY ESQ TRUSTEE 1.00 X 18000 0 0 JOE GIOVINCO FUND ADMINISTRATOR 5.00 X 0 0 0 18000 0 0 0 0 0 0 DICKINSON GROUP LLC 585 STEWART AVE SUITE 330 GARDEN CITY NY 11530 CLAIMS PROCESSOR & CONSULTANT 374246 EMPIRE BLUE CROSS BLUE SHIELD 14 WALL STREET NEW YORK NY 10005 CLAIMS PROCESSOR 225699 2 EMPLOYER CONTRIBUTIONS 900099 10920388 10920388 SEVERANCE CONTRIBUTION 900099 41984 41984 COBRA CONTRIBUTIONS 900099 6549 6549 10968921 756207 756207 19105978 19598981 -493003 -493003 -493003 11232125 10475918 0 756207 11036258 25317 250948 642425 42570 52649 53146 65332 107384 17126 13450 24984 REIMBURSEMENT OF SHARED 338707 INSURANCE REIMBURSEMENT 525 12670821 1031261 1505819 749186 759331 5205 22694 70408 43508 40350 26900 14876001 16736363 4166865 2723716 62601 7339 20931469 21782162 77518 69799 77518 69799 X 0 0 0 0 20853951 21712363 20853951 21712363 20931469 21782162 -1438696 2297108 0 X X 0 1 X 1 0 70408 43508 26900 26900 FIXED RATE FUND 2723716 F 2723716 X 13528708 2297108 -525 2296583 11232125 0 11232125 12670296 -525 -525 12670821 0 12670821 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND 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 FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 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 CONSOLIDATED 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 FUND. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: INSURANCE REIMBURSEMENT -525. PART XII, LINE 2D - OTHER ADJUSTMENTS: INSURANCE REIMBURSEMENT -525. 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2023. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE BOARD OF TRUSTEES OF THE LOCAL 22 HEALTH FUND (FORMERLY "SICK BENEFIT FUND OF AMALGAMATED INDUSTRIAL AND TOY AND NOVELTY WORKERS OF AMERICA, LOCAL 223). THE BOARD OF TRUSTEES UNDERTAKE A COMPLETE REVIEW OF THE FORM 990 BEFORE IT IS SIGNED AND FILED BY THE CHAIRMAN OF THE RESPECTIVE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE LOCAL 22 HEALTH FUND (FORMERLY "SICK BENEFIT FUND OF AMALGAMATED INDUSTRIAL AND TOY AND NOVELTY WORKERS OF AMERICA, LOCAL 223"), MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION OFFICE. FORM 990, PART XII, LINE 2C THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNT HAS NOT CHANGED FROM THE PRIOR YEAR HARRY O DAMINO SCHOLARSHIP FUND AIT & NW LOCAL 223 420 W MERRICK ROAD VALLEY STREAM NY 11580 132874344 TO PROVIDE SCHOLARSHIPS TO ELIGIBLE PARTICIPANTS. NY 501(C)(3) 9 0 AMALGAMATED PRODUCTION & SERVICE EMPLOYEES LOCAL 22 201 WEST VALLEY STREAM BLVD VALLEY STREAM NY 11580 815024367 REPRESENTATION OF UNION MEMBERS IN COLLECTIVE BARGAINING MATTERS. NY 501(C)(5) 0 CPC TRANSFER FROM 426 HBF WFS OK PETROLEUM BENNETT PJJ DAYTON DEGMOR ESJB AMSTERDAM HOSPITALITY QUEENS BLVD MSA AMSTERDAM SATS ULANO CHOICE AVIATION ASAK W&H STAMPING ATLANTIC MAINTENANCE AMR STEEL ELECTRIC BENNETT PLASTICS SEVIROLI ANDREA HYPERBARICS VISION SCREENING UNITED CONSULTING REST ASSURED AMSTERDAM HOTELS RJS ELECTRICAL IDEAL MAR-CAN WATKINS LAMAR ASD FAMILY MERCURY PLASTICS L22 CARMELO POPA COBRA TODD FREEMAN - SEP 2023 COBRA PAYMENT - JAIRO BEDOYA COBRA PAYMENT - TENZIN YESHI CARMELO POPA MEDICAL EXPENSE REIMBURS ROSALBA ALVAREZ ATLANTIC MAINTENACE GRAND TOTAL 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0