2024-07-30T09:46:38-05:00 2023-12-31 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2023-01-01 135520944 SMART LOCAL 137 INSURANCE FUND SMAR 7189374514 50-02 5TH ST STE A LONG ISLAND CITY NY 111014710 RICHARD BASULTO FUND ADMINISTRATOR 7189374514 2024-07-30 1 1 CAROL WESTFALL P00539069 6312734778 2023 2024-08-08 14:25:15Z 50-02 5TH ST STE A LONG ISLAND CITY NY 111014710 8326406 0 X N/A X 1958 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 6 0 5 0 0 0 0 0 6394396 6585809 153195 694308 2778 114 6550369 7280231 0 0 6794155 6556780 569696 720514 0 0 0 -43805 -153147 7320046 7124147 -769677 156084 14718521 15678557 1020221 1063733 13698300 14614824 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 4 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X RICHARD BASULTO 7189374514 50-02 5TH ST STE A LONG ISLAND CITY NY 11101 DANTE DANO JR UNION TRUSTEE 1.00 3.00 X 0 0 0 RUSSELL CAPALDO UNION TRUSTEE 1.00 3.00 X 4408 0 2717 ANTHONY FOTIADIS UNION TRUSTEE 1.00 3.00 X 0 0 0 KEVIN GOING EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 JONATHAN BRAGOLI EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 SHANNA PERAS EMPLYR TRUSTEE 1.00 3.00 X 0 0 0 RICHARD BASULTO FUND ADMINISTRATOR 22.00 18.00 X 148497 0 82067 152905 0 84784 1 0 1 0 EMPIRE BCBS 15 METROTECH CENTER BROOKLYN NY 11201 MEDICAL CLAIMS ADMIN 178033 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 ACCOUNTANT 102907 2 EMPLOYER CONTRIBUTIONS 238900 6442489 6442489 PARTICIPANTS CONTRIBUTION 238900 143320 143320 6585809 119033 119033 1621450 1046175 575275 575275 575275 OTHER INCOME 238960 114 114 114 7280231 6704956 0 575275 6556780 237689 236546 115188 99821 31270 17862 102907 16361 42500 15869 59660 28032 6112 1352 32980 REIMB FROM RELATED-NET -476782 7124147 309879 274036 104051 38592 1170260 1255353 156516 154262 3606 2254 2109027 3554034 10907940 10462760 113758 91528 14718521 15678557 77954 77575 942267 986158 1020221 1063733 X 0 0 0 0 13698300 14614824 13698300 14614824 14718521 15678557 156084 760440 0 X 0 1 X 1 0 90800 90800 0 65716 63462 2254 2254 LONGVIEW LARGECAP 500 VEBA INDEX 5833889 F PRUDENTIAL FIXED RATE FD 2209541 F BOYD WATTERSON GSA FUND 2419330 F 10462760 BEN OBLIGATIONS CURRENTLY PAYABLE 899000 OPERATING LEASE PAYABLE 87158 986158 8024310 760440 760440 7263870 16361 16361 7280231 6946786 0 6946786 16361 161000 177361 7124147 PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PBO CURRENTLY PAYABLE 161,000. X 0 0 0 RICHARD BASULTO FUND ADMINISTRATOR 148497 0 0 0 0 0 49621 0 32446 0 230564 0 0 0 SCHEDULE J, PART II RICHARD BASULTO RECEIVES COMPENSATION AND BENEFITS IN HIS CAPACITY AS CURRENT FUND ADMINISTRATOR OF THIS ENTITY AND THE RELATED ANNUITY, APPRENTICE TRAINING AND SCHOLARSHIP FUNDS AND THE UNION. COMPENSATION AND BENEFITS ARE PAID BY THE INSURANCE FUND WITH REIMBURSEMENTS MADE ACCORDINGLY. THE INSURANCE FUND PORTION OF THE EXPENSES IS 55% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED WITH THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE FUND'S POLICY AND BY ERISA, OFFICERS AND KEY EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW AND MAY BE VIEWED BY ALL PARTICIPANTS AT THE FUND OFFICE UPON REQUEST. SMART LOCAL 137 ANNUITY FUND 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 132866830 PROVIDE RET BENEFITS TO PARTICIPANTS NY 501(A) N/A N/A 0 SMART LOCAL 137 APPRENTICE FUND 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 132728844 PROVIDE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION NY 501(C)3 2 N/A 0 INTL ASSOC SMART 137 UNION 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 135388245 LABOR UNION NY 501(C)5 N/A N/A 0 PAUL COLLINS JR SCHOLARSHIP FUND 50-02 5TH STREET STE A LONG ISLAND CITY NY 11101 113281606 PROVIDE SCHOLARSHIP TO ELIGIBLE PARTICIPANTS NY 501(C)3 10 N/A 0 SEE SCHEDULE R - SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 SCHEDULE R, PART II AND IV; CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, SERVE AS VOLUNTEERS AND DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION OR ANY RELATED ORGANIZATION IN THEIR CAPACITY AS TRUSTEES OF THIS ORGANIZATION. CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM SMART LOCAL UNION 137 (THE UNION") IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF THE UNION. THE INFORMATION DISCLOSED ON THE ATTACHED SCHEDULE OF RELATED PARTIES IS THAT WHICH WAS AVAILABLE TO THIS ORGANIZATION AT THE TIME OF THIS FILING. 2023 FORM 990, SCHEDULE R ATTACHMENT, RELATED ORGANIZATIONS PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST (A) NAME 3 D'S GRAPHIC INSTALLERS INC A TO Z UNLIMITED, INC AISLE SAVERS INC. AMA HOLDING, INC BERGEN SIGN COMPANY INC. CALMAC MANUFACTURING CORP. CLEAR CHANNEL OUTDOOR INC. DECKER CONSTRUCTION & ELECTRIC DETAILED APPLICATION INC. FM95 NY LLC GOING SIGN COMPANY INC. INTERBORO SIGN & MAINTENANCE INC LAMAR ADVERTISING CO. LOCAL 137 APPRENTICE TRAINING LOCAL 137 GENERAL LOCAL 137 STAFF MAUCERI SIGNS & AWNINGS METPAR CORP. NATIONAL SIGN AND LIGHTING, INC NORTH SHORE NEON SIGN, LLC OUTFRONT MEDIA NJ OUTFRONT MEDIA NY POINTER SIGNS LLC S & G INSTALLATIONS SCHMID INSTALLATIONS SERVICE SIGN ERECTORS CO. INC. SFA - CROWN SIGN SFA - EASTERN SIGN TECH SFA - GOING SIGN SERVICING CO., INC SFA - SIGN DESIGN GROUP OF NY, INC SFA - SIGNS AND DECAL CORPORATION SFA - VRH CORP. SIGNAL SIGN CO NJ, LLC. ULTIMATE SIGNS & DESIGNS CORP. WIELAND METAL SERVICES