2024-11-04T11:58:58-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-01-01 226062974 ALLIED WELFARE FUND ALLI 7189668200 1441 SOUTH AVENUE SUITE 702 STATEN ISLAND NY 10314 JOSEPH FONTANO TRUSTEE 7189668200 2024-11-01 1 0 STELLA DENG P01718982 2126955003 2023 2024-10-15 13:58:12Z JOSEPH FONTANO 1441 SOUTH AVENUE SUITE 702 STATEN ISLAND NY 10314 15929559 0 X N/A X 1962 NY TO PROVIDE BENEFIT PROGRAMS TO ELIGIBLE PARTICIPANTS. 4 3 0 0 0 0 0 0 6755843 4985399 -269935 5193241 66643 73287 6552551 10251927 0 0 7675452 8573870 9000 9000 0 0 0 973942 1010539 8658394 9593409 -2105843 658518 46565501 48591164 160485 287457 46405016 48303707 THE FUND SHALL BE USED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS. 0 0 TO PROVIDE COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS WITH HEALTH AND WELFARE BENEFITS. 0 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 0 0 1 249 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 X CROSSROADS HEALTHCARE MGT LLC 7183037741 1441 SOUTH AVENUE SUITE 702 STATEN ISLAND NY 10314 CHRIS MURRAY TRUSTEE- PAST 0.50 X 0 0 0 CHARLIE HALL TRUSTEE 0.50 X 9000 0 0 MIKE OETTINGER TRUSTEE 0.50 X 0 0 0 JOSEPH FONTANO TRUSTEE 0.50 X 0 0 0 FRANK BEAR TRUSTEE 0.50 X 0 0 0 9000 0 0 0 0 0 0 FRIEDMAN AND ANSPACH 1500 BROADWAY SUITE 2300 NEW YORK NY 10036 ATTORNEY 120357 1 EMPLOYER CONTRIBUTIONS 900099 4957716 4957716 COBRA PARTICIPANTS 900099 27683 27683 4985399 -114720 -114720 10985593 5677632 5307961 5307961 5307961 OTHER 900099 73287 73287 73287 10251927 5058686 0 5193241 8573870 9000 130506 140280 26093 674465 21623 17572 9593409 431941 426231 506414 713597 24990 26359 45602156 47424977 46565501 48591164 160485 287457 160485 287457 X 0 0 0 0 46405016 48303707 46405016 48303707 46565501 48591164 658518 1240173 0 X X 0 1 X 1 0 0 DOMESTIC EQUITY CCT - LONG VIEW LARGE CAP 500 VEBA INDEX FUND 26188240 F COMMON FUND CCT - CORE FIXED INCOME LONG VIEW CORE BOND VEBA FUND 3911075 F BOYD WATTERSON GSA FUND, LP 11488289 F NHIT CORE PLUS FULL DISCRETION TRUST 5837373 F 47424977 X 11466007 1240173 1240173 10225834 26093 26093 10251927 9567316 0 9567316 26093 26093 9593409 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, 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 PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE PLAN. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD DURING 2022. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION OFFICE. FORM 990, PART XII, LINE 2C: THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.