2024-09-13T12:11:57-05:00 2023-11-30 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2022-12-01 135555808 LOCAL 272 WELFARE FUND LOCA 2127269730 220 EAST 23RD STREET 805 NEW YORK NY 10010 FRED ALSTON TRUSTEE 2127269730 2024-09-13 1 0 JOSEPH MORELLO P02146706 2126951300 2024-09-13 2022 2024-08-08 14:25:15Z FRED ALSTON 220 EAST 23RD STREET 805 NEW YORK NY 10010 51142742 0 X N/A X 1951 NY TO PROVIDE HEALTH AND RELATED BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 6 3 9 0 0 0 0 172523 35090654 35349908 -299259 342150 0 0 34791395 35864581 0 0 19314062 26703775 1135990 1097662 0 0 0 1423624 1270014 21873676 29071451 12917719 6793130 33709724 42476869 4628786 5570342 29080938 36906527 TO PROVIDE HEALTH AND RELATED BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND RELATED BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 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 1 400 0 1 9 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2127269730 220 EAST 23RD STREET 805 NEW YORK NY 10010 FRED ALSTON TRUSTEE 5.00 40.00 X 0 261160 31730 EDDIE RIVERA TRUSTEE 5.00 40.00 X 0 254520 29605 JOSE ROJAS TRUSTEE 5.00 40.00 X 0 256370 29269 GORDON HAMM TRUSTEE 2.00 2.00 X 0 0 0 LANCE HOWARD TRUSTEE 2.00 2.00 X 0 0 0 KENNETH ROSENBLATT TRUSTEE 2.00 2.00 X 0 0 0 MARC A GOODMAN FUND MANAGER 30.00 10.00 X 387610 0 24612 MARIA BANCHS ASSIST. FUND MANAGER 20.00 20.00 X 202220 0 24612 CAROLYN ECHOLS CLAIM EXAMINER 40.00 0.00 X 128807 0 24612 718637 772050 164440 3 0 1 0 MAGNACARE ONE PENN PLAZA NEW YORK NY 10119 NETWORK ACCESS 808413 VIVEKA HEALTH 104 WEST 14TH STREET NEW YORK NY 10011 CLAIM PROCESSING SOFTWARE 421156 SELE-DENT 1 HUNTINGTON QUADRANGLE MELVILLE NY 11747 DENTAL ADMINISTRATION 109530 3 172523 172523 EMPLOYER CONTRIBUTIONS 525100 35341189 35341189 COBRA CONTRIBUTIONS 525100 8719 8719 35349908 562765 562765 15057546 15278161 -220615 -220615 -220615 35864581 35349908 0 342150 26703775 863559 129710 45038 59355 171177 167940 37164 63900 70052 468803 231135 14315 45528 29071451 17426288 9729574 166922 1585927 4351411 4023390 340558 340558 0 0 11758500 26667024 6603 470954 33709724 42476869 471402 229941 4157384 5340401 4628786 5570342 X 0 0 0 0 29080938 36906527 29080938 36906527 33709724 42476869 6793130 1032459 0 X X 0 1 X 0 0 340558 340558 0 0 CLAIMS INCURRED BUT NOT REPORTED 4869100 OPERATING LEASE LIABILITY 471301 5340401 X 36859875 1032458 1032458 35827417 37164 37164 35864581 28104187 0 28104187 37164 930100 967264 29071451 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 NOVEMBER 30, 2023 AND 2022, 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 XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS 0 0 0 MARC A GOODMAN FUND MANAGER 387610 0 0 0 0 0 18269 0 6343 0 412222 0 0 0 FRED ALSTON TRUSTEE 0 237520 0 0 0 23640 0 18313 0 13417 0 292890 0 0 JOSE ROJAS TRUSTEE 0 233120 0 0 0 23250 0 18313 0 10956 0 285639 0 0 EDDIE RIVERA TRUSTEE 0 233520 0 0 0 21000 0 18313 0 11292 0 284125 0 0 MARIA BANCHS ASSIST. FUND MANAGER 202220 0 0 0 0 0 18269 0 6343 0 226832 0 0 0 CAROLYN ECHOLS CLAIM EXAMINER 128807 0 0 0 0 0 18269 0 6343 0 153419 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES THE PLAN'S COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY WITH THE ASSISTANCE OF THE PLAN'S PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15 ADJUSTMENTS IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS. 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. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED. 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