2024-11-07T13:14:53-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2023-01-01 061697982 AMALGAMATED UNION LOCAL 450-A WELFARE FUND AMAL 7184284167 212-07 16TH AVENUE 2ND FL BAYSIDE NY 11360 CHARLES FERZOLA TRUSTEE 7184284167 2024-11-07 1 1 JOHN ANTINORE P10557695 5163643390 2024-11-06 2023 2024-10-15 13:58:12Z CHARLES FERZOLA 212-07 16TH AVENUE 2ND FL BAYSIDE NY 11360 7693805 0 X N/A X 2003 NY TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN. 2 2 0 0 0 0 0 0 7034401 7693805 0 0 0 0 7034401 7693805 0 0 6903207 7504827 0 0 0 0 0 147571 149794 7050778 7654621 -16377 39184 549553 588737 0 0 549553 588737 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN. 0 0 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN THE PLAN. 0 0 0 0 0 0 0 0 0 0 0 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 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARMELA PECONE 7184284167 212-07 16TH AVENUE 2ND FL BAYSIDE NY 11360 X JOSEPH DIESSOTILL 0930 TRUSTEE 1.00 20.00 X 0 27994 0 PAUL SCHAUBER TRUSTEE 3.00 X 0 0 0 CHARLES FERZOLAFROM 0930 TRUSTEE 3.00 X 0 0 0 0 27994 0 0 0 0 0 DIOSCURI ADMINISTRATORS INC 212-07 16TH AVE BAYSIDE NY 11360 THIRD PARTY ADMIN 109000 1 EMPLOYER CONTRIBUTIONS 900099 7693805 7693805 7693805 7693805 7693805 0 0 7504827 18000 15450 112600 3744 7654621 549553 579737 0 9000 549553 588737 0 0 X 0 0 0 0 0 0 549553 588737 549553 588737 39184 0 X X 0 1 X 1 0 0 X 7693805 0 7693805 0 7693805 7654621 0 7654621 0 7654621 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022 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. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - FORM 990 IS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT THE BOARD OF TRUSTEES MEETINGS FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII - COMPENSATION EXPLANATION - JOSEPH DIESSO SALARY PAID BY AMALGAMATED UNION LOCAL 450A, AN AFFILIATE OF THE FUND. LINE 1 THE FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("U.S. GAAP"). THAT BASIS DIFFERS FROM U.S. GAAP PRINCIPALLY BECAUSE EMPLOYER CONTRIBUTIONS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED. ACCORDINGLY, RECEIVABLES FROM EMPLOYER CONTRIBUTIONS AND THEIR RELATED EFFECTS ON EARNINGS HAVE NOT BEEN RECOGNIZED IN THESE FINANCIAL STATEMENTS. HOWEVER, INVESTMENT INCOME IS RECORDED WHEN EARNED AND EXPENSES ARE RECORDED WHEN INCURRED. AMALGAMATED UNION LOCAL 450A 258 SAW MILL RIVER ROAD ELMSFORD NY 10523 200044948 ORGANIZING AND NEGOTIATING NY 501 C (5) N/A 0 AMERICANS FOR FINANCIAL INDEPENDENCE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0