2024-11-08T08:14:52-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2023-01-01 237428792 LOCAL 342 INSURANCE TRUST LOCA 6313950600 501 WILLIAM FLOYD PARKWAY SHIRLEY NY 11967 WILLIAM HENNESSEY TRUSTEE 6313950600 2024-11-07 1 1 JOHN ANTINORE P10557695 5163643390 2024-11-07 2023 2024-10-15 13:58:12Z WILLIAM HENNESSEY 501 WILLIAM FLOYD PARKWAY SHIRLEY NY 11967 1309983 0 X N/A X 1974 NY CONTRIBUTIONS PROVIDE DENTAL, VISION, WELLNESS, ST DISABILITY, LEGAL SERVICES & LIFE INSURANCE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND. 1 0 5 0 0 0 0 0 1034412 1170298 115210 100254 5717 6088 1155339 1276640 0 0 471318 454409 453380 444855 0 0 0 204717 206935 1129415 1106199 25924 170441 2803783 3154680 229234 230716 2574549 2923964 CONTRIBUTIONS PROVIDE DENTAL, VISION, WELLNESS, ST DISABILITY, LEGAL SERVICES & LIFE INSURANCE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND. 0 0 CONTRIBUTIONS PROVIDE DENTAL, VISION, WELLNESS, ST DISABILITY, LEGAL SERVICES & LIFE INSURANCE BENEFITS FOR THEIR EMPLOYEES WHO ARE PARTICIPANTS IN THE FUND. 0 0 0 0 0 0 0 0 0 1 1 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 86 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES MAZZARELLA 6313950600 501 WILLIAM FLOYD PKWY SHIRLEY NY 11967 WILLIAM HENNESSEY TRUSTEE 1.00 39.00 X 0 260303 49739 JAMES F MAZZARELLA FUND ADMINISTRATOR 39.00 1.00 X 190667 0 22500 190667 260303 72239 1 0 1 0 0 CONTRIBUTIONS 525100 1170298 1170298 1170298 70724 70724 62873 33343 29530 29530 29530 DEFERRED COMP INCOME 525100 6088 6088 6088 1276640 1170298 0 106342 454409 213177 165351 39667 26660 24000 30700 21124 23991 49664 25200 1827 1403 1080 15625 12321 1106199 361857 437741 27139 25862 358181 291190 82616 66991 2182859 2469346 149312 154740 2803783 3154680 41661 44261 38921 30730 148652 155725 229234 230716 X 0 0 0 0 2574549 2923964 2574549 2923964 2803783 3154680 170441 178974 0 X X 0 1 X 1 0 70159 52619 17540 227781 178330 49451 60241 60241 0 66991 JANNEY MONTGOMERY SCOTT LLC 2469346 F 2469346 DEFERRED COMPENSATION LIABILITY 154740 DUE TO LOCAL 342 985 155725 X 1434490 178974 178974 1255516 21124 21124 1276640 1085075 0 1085075 21124 21124 1106199 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 PROCESS. X 0 0 0 WILLIAM HENNESSEY TRUSTEE 0 260303 0 0 0 0 0 36500 0 13239 0 310042 0 0 JAMES F MAZZARELLA FUND ADMINISTRATOR 176000 0 14667 0 0 0 22500 0 0 0 213167 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 WILLIAM HENNESSEY AND JAMES MAZZARELLA - BROTHERS IN LAW FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS 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 THE BOARD OF TRUSTEES DISCUSSES AT REGULAR MEETINGS AND IDENTIFIES POTENTIAL CONFLICTS AND REVIEWS THE LIST OF CONFLICTED PARTIES THAT ARE REPORTED BY EMPLOYEES. IF IT IS DETERMINED THAT THE FUND IS DOING BUSINESS WITH A CONFLICTED PARTY, SUCH TRANSACTIONS WILL CEASE. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT BY THE INDEPENDENT ACCOUNTANT. LOCAL 342 LONG ISLAND PUBLIC SERVICE 501 WILLIAM FLOYD PARKWAY SHIRLEY NY 11967 132727100 NEGOTIATE FUNCTIONS TO PROVIDE JOB OPPORTUNITIES NY 501(C)(5) 0 LOCAL 342 COPE 501 WILLIAM FLOYD PARKWAY SHIRLEY NY 11967 113565265 TO SUPPORT POLITICAL ORGANIZATIONS & INDIVIDUALS NY 527 0 501 PROPERTIES 501 WILLIAM FLOYD PARKWAY SHIRLEY NY 11967 113338936 TO PROVIDE RENTAL PROPERTY FOR TAX EXEMPT ORGANIZATIONS NY 501(C)(2) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0