2024-11-07T13:39:53-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 133015202 LOCAL 891 IUOE SCHOOL CUSTODIAN AND SCHOOL CUSTODIAN ENGINEERS WELFARE FUND LOCA 7184559731 BROOKLYN NAVY YARD BLDG 292 401 BROOKLYN NY 11205 RICHARD GORGOGLIONE CHAIRMAN 7184559731 2024-11-05 1 0 TED KIRSHENBAUM P01260796 2126955003 2023 2024-10-15 13:58:12Z RICHARD GORGOGLIONE BROOKLYN NAVY YARD BLDG 292 401 BROOKLYN NY 11205 5616500 0 X N/A X 1969 NY TO PROVIDE WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 5 2 0 0 0 0 0 0 2380183 2454369 506614 126374 315 0 2887112 2580743 0 0 2552280 2696589 0 0 0 0 0 238879 275251 2791159 2971840 95953 -391097 7631362 7574563 107726 134168 7523636 7440395 X THE FUND SHALL BE USED FOR THE EXCLUSIVE PURPOSE OF PROVIDING EITHER ON AN INSURED AND/OR ENTIRELY SELF-INSURED BASIS, HEALTH AND WELFARE BENEFITS WHICH MAY INCLUDE, BUT NOT BE LIMITED TO: LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS, DISABILITY BENEFITS AND HOSPITALIZATION, DENTAL BENEFITS, SURGICAL AND MEDICAL BENEFITS FOR ELIGIBLE EMPLOYEES OF THE EMPLOYER AS WELL AS THEIR FAMILIES AND DEPENDENTS, AS MAY BE DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES WITHIN THE FISCAL MEANS OF THE TRUST FUND AND FOR THE FINANCING OF THE REASONABLE AND NECESSARY EXPENSES OF THE TRUSTEES AND THE OPERATION AND ADMINISTRATION OF THE FUND, IN ACCORDANCE WITH THE AGREEMENT AND DECLARATION OF TRUST, AND IN COMPLIANCE WITH THE APPLICABLE LAWS AND REGULATIONS. 0 0 THE PLAN PROVIDES DENTAL, LIFE INSURANCE, VISION, PRESCRIPTION DRUG AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. NUMBER OF PARTICIPANTS IS APPROXIMATELY 1,475. 0 0 0 0 0 0 0 0 0 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 0 1 0 0 1 360 0 1 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X RICHARD GORGOGLIONE 7184559731 BROOKLYN NAVY YARD BLDG 292 401 BROOKLYN NY 11205 RICHARD GORGOGLIONE TRUSTEE 30.00 X 0 39558 0 ROBERT J TROELLER TRUSTEE 10.00 X 0 45144 7262 ADELE A MCGREAL TRUSTEE 5.00 X 0 0 0 FRANCIS J BYRNE TRUSTEE 5.00 X 0 39558 0 JOSE A PEREZ TRUSTEE 5.00 X 0 0 0 ANDREW SAMBERG FORMER TRUSTEE 5.00 X 0 0 0 0 124260 7262 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 2437016 2437016 PARTICIPANT COBRA CONTRIBUTIONS 900099 17353 17353 2454369 177503 177503 2984628 3035757 -51129 -51129 -51129 2580743 2454369 0 126374 2696589 22000 33000 50081 76925 23645 4913 REIMB. OF SHARED SVCS 64687 2971840 649744 412037 344235 160228 2664 44116 269143 269143 0 0 6634719 6958182 7631362 7574563 35138 46350 72588 87818 107726 134168 X 0 0 0 0 7523636 7440395 7523636 7440395 7631362 7574563 -391097 307856 0 X 0 1 X 0 0 177908 177908 0 57300 57300 0 33935 33935 0 0 UNCLAIMED BENEFIT LIABILITY 21137 DUE TO IUOE LOCAL 891 66681 87818 X 2838518 307856 307856 2530662 50081 50081 2580743 2921759 0 2921759 50081 50081 2971840 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND 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 FUND 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 FINANCIAL STATEMENTS. EMPLOYEE BENEFIT FUNDS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE FUND. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS SUCH PERSON: - HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. - HAS READ AND UNDERSTANDS THE POLICY. - HAS AGREED TO COMPLY WITH THE POLICY FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF A PARTICIPANT'S WRITTEN REQUEST. IUOE LOCAL 891 ANNUITY FUND BROOKLYN NAVY YARD BLDG 292 SUITE 4 BROOKLYN NY 11205 710877527 EMPLOYEE BENEFIT PLAN NY 401(A) N/A N/A 0 IUOE LOCAL 891 EDUCATION AND TRAINING FUND BROOKLYN NAVY YARD BLDG 292 SUITE 4 BROOKLYN NY 11205 300480358 EMPLOYEE BENEFIT PLAN NY 501(C)(3) PUBLIC CHARITY N/A 0 IUOR LOCAL UNION 891 BROOKLYN NAVY YARD BLDG 292 SUITE 4 BROOKLYN NY 11205 136165509 LABOR ORGANIZATION NY 501(C)(5) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 IUOE LOCAL UNION 891 N 66681 ACTUAL COST ALLOCATION IUOE LOCAL UNION 891 P 60539 REIMBURSEMENT FOR COST ALLOCATION