2024-05-14T10:51:08-05:00 2023-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-07-01 133113651 SERVICE EMPLOYEES INTL UNION LOCAL 704 HEALTH AND SECURITY PLAN TRUST SERV 9143776290 945 N BROADWAY YONKERS NY 107011300 DOMINICK SAVARESE UNION TRUSTEE 9143776290 2024-05-14 1 DOMINICK SAVARESE 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 945 N BROADWAY YONKERS NY 107011300 665683 0 X WWW.SEIULOCAL704.ORG X 1982 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 4 4 2 0 0 0 0 0 743077 613261 47476 52422 0 0 790553 665683 0 0 645789 543125 77235 84523 0 0 0 67129 65978 790153 693626 400 -27943 2830451 2626542 200000 148000 2630451 2478542 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 14 0 1 2 1 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X MICHELLE SAVARESE 9143776290 945 N BROADWAY YONKERS NY 107011300 DOMINICK SAVARESE UNION TRUSTEE 1.00 0.00 X 0 0 0 PAMELA JENKINS UNION TRUSTEE-CHAIRWOMAN-THRU 3/23 1.00 0.00 X 0 0 0 DON HENRY UNION TRUSTEE - ATTORNEY 1.00 0.00 X 0 0 0 SHANNON IMBRAGUGLIO UNION TRUSTEE 1.00 0.00 X 0 0 0 NICOLE GRECO UNION TRUSTEE 1.00 0.00 X 0 0 0 MICHELLE SAVARESE PLAN ADMIN. 24.00 5.00 X 40950 0 8600 40950 0 8600 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 561110 600943 600943 PARTICIPANT CONTRIBUTI 561110 11118 11118 OTHER INCOME 561110 1200 1200 613261 52422 52422 665683 613261 0 52422 543125 50336 21960 5830 6397 24000 14000 6833 7397 4245 9503 693626 738304 606368 2077576 2005883 10615 10971 125 125 3831 3195 2830451 2626542 14000 14000 186000 134000 200000 148000 X 0 0 0 0 2630451 2478542 2630451 2478542 2830451 2626542 -27943 -123966 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 134000 134000 541717 -123966 -123966 665683 0 665683 745626 0 745626 -52000 -52000 693626 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BEN. OBLIG. CURRENTLY PAYABLE -52,000. FORM 990, PART VI, SECTION A, LINE 2 THE PLAN ADMINISTRATOR, MICHELLE SAVARESE IS MARRIED TO THE UNION TRUSTEE/PRESIDENT, DOMINICK SAVARSE FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE ORGANIZATION'S GOVERNING BOARD OF TRUSTEES, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE PLAN'S POLICY, OFFICERS AND TRUSTEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 IN ADDITION TO MAKING AVAILABLE THE BYLAWS, CERTAIN AGREEMENTS AND CONTRACTS ON THE SEIU LOCAL 704 UNION WEBSITE, PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII, SECTION A: CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM SEIU LOCAL UNION 704 IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THE UNION. SEIU LOCAL UNION 704 945 N BROADWAY YONKERS NY 107011300 133155065 LABOR UNION NY 501(C)5 N/A 0 CITY OF YONKERS 40 SOUTH BROADWAY YONKERS NY 107013700 MUNICIPALITY NY N/A N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0