2025-01-16T14:38:10-06:00 2024-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-07-01 237442262 LOCAL 237 TEAMSTERS PLAINVIEW-OLD BETHPAGE CTR SCHOOL DISTRICT H&W LOCA 2129242000 216 WEST 14TH ST NEW YORK NY 10011 BEN CARENZA TRUSTEE 2129242000 2025-01-16 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-01-16 2023 2024-10-15 13:58:12Z BEN CARENZA 216 WEST 14TH ST NEW YORK NY 10011 819978 0 X N/A X 1972 NY TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS 6 3 0 0 0 0 0 0 651894 668738 15761 65 0 0 667655 668803 0 0 408221 455632 0 0 0 0 0 77834 90543 486055 546175 181600 122628 1222315 1389010 81969 82427 1140346 1306583 TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS 0 0 TO PROVIDE SHORT TERM DISABILITY, DENTAL, DRUG, OPTICAL, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO APPROXIMATELY 271 MEMBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES LOCAL 237 IBT AND TO THOSE OTHERWISE QUALIFIED. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X BEN CARENZA 2129242000 216 WEST 14TH STREET NEW YORK NY 10011 BEN CARENZA UNION TRUSTEE 1.00 40.00 X 0 211048 13802 GINGER LIEBERMAN SCHOOL DISTRICT TRUSTEE 1.00 X 0 0 0 SETH GREENBERG SCHOOL DISTRICT TRUSTEE 1.00 X 0 0 0 CATHERINE RICE UNION TRUSTEE 1.00 40.00 X 0 55414 15147 ANDREW VIEGAS UNION TRUSTEE 1.00 40.00 X 0 44200 0 TARA ROCK SCHOOL DISTRICT TRUSTEE (P) 1.00 X 0 0 0 JARED GOERKE SCHOOL DISTRICT TRUSTEE 1.00 X 0 0 0 0 310662 28949 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 666099 666099 PARTICIPANT COBRA CONT 900099 2639 2639 668738 22 22 151218 151175 43 43 43 668803 668738 0 65 455632 7011 9000 1142 6800 4435 3199 395 REIMBURSED ADMINISTRATI 41817 ADMINISTRATVE CHARGES 13611 FEE MANDATED BY ACA 3133 546175 373123 347711 62245 61991 850 734 786097 978574 1222315 1389010 9097 9041 72872 73386 81969 82427 X 0 0 0 0 1140346 1306583 1140346 1306583 1222315 1389010 122628 43609 0 X X 0 1 X 1 0 0 X 711270 43609 43609 667661 1142 1142 668803 545033 0 545033 1142 1142 546175 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER DATED APRIL 2, 1975, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. THE PLAN'S ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 BEN CARENZA UNION TRUSTEE 0 211048 0 0 0 0 0 13106 0 696 0 224850 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S 990 IS PREPARED BY ITS OUTSIDE ACCOUNTANT, AND IS SUBMITTED TO, AND REVIEWED WITH, THE CONTROLLER. THE CONTROLLER THEN REVIEWS IT WITH CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. CITY EMPLOYEES UNION LOCAL 237 IBT 216 WEST 14TH STREET NEW YORK NY 10011 135616651 PROVIDE ASSISTANCE TO MEMBERS IN LABOR RELATED MATTERS NY 501(C)(5) N/A N/A 0 TEAMSTERS LOCAL 237 WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 132575626 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND 216 WEST 14TH STREET NEW YORK NY 10011 133017119 PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO ELIGIBLE MEMBERS NY 501(C)(3) N/A N/A 0 TEAMSTERS LOCAL 237 RETIREES' BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 136701607 PROVIDE WELFARE BENEFITS TO RETIREES NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 132867113 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOYEES 216 WEST 14TH STREET NEW YORK NY 10011 133632883 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 LOCAL 237 TEAMSTERS TOWN OF ISLIP HEALTH & WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353516 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH & WELFARE TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353525 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132900165 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132953328 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST 216 WEST 14TH STREET NEW YORK NY 10011 237378882 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 216 WEST 14TH STREET NEW YORK NY 10011 135616651 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 216 WEST 14TH STREET NEW YORK NY 10011 132575626 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(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