2025-10-15T11:56:58-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2024-01-01 226062974 ALLIED WELFARE FUND ALLI 8666461778 1441 SOUTH AVENUE 702 STATEN ISLAND NY 10314 JOSEPH FONTANO TRUSTEE 8666461778 2025-10-15 1 1 JOSEPH MORELLO P02146706 2126951300 2025-10-10 2024 2025-03-06 01:10:19Z JOSEPH FONTANO 1441 SOUTH AVENUE 702 STATEN ISLAND NY 10314 17312239 0 X N/A X 1962 NY TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 4 2 0 0 0 0 0 0 4985399 6312239 5193241 6221402 73287 0 10251927 12533641 0 0 8573870 12524168 9000 9000 0 0 0 1010539 869305 9593409 13402473 658518 -868832 48591164 48293163 287457 3599446 48303707 44693717 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE UNION PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 7 0 1 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X CROSSROADS HEALTHCARE MGMT LLC 7183037741 1441 SOUTH AVENUE SUITE 702 STATEN ISLAND NY 10314 JOSEPH SPAGNOLA TRUSTEE 1.00 X 0 0 0 CHARLIE HALL SR TRUSTEE 1.00 X 9000 0 0 MIKE OETTINGER TRUSTEE 1.00 X 0 0 0 JOSEPH FONTANO TRUSTEE 1.00 40.00 X 0 233345 0 9000 233345 0 0 0 1 0 CROSSROADS HEALTHCARE MANAGEMENT LLC 1441 SOUTH AVE SUITE 702 STATEN ISLAND NY 10314 THIRD PARTY ADMINISTRATION 611524 GUARDIAN NURSES HEALTHCARE ADVOCATES PO BOX 224 FLOURTOWN PA 19031 HEALTH ADVOCACY 277272 ANTHEM BLUE CROSS BLUE SHEILD 3075 VANDERCAR WAY CINCINNATI OH 45209 CLAIMS PROCESSING AND PPO ACCESS 165325 FREIDMAN AND ANSPACH 1500 BROADWAY SUITE 2300 NEW YORK NY 10036 ATTORNEY 120707 4 EMPLOYER CONTRIBUTIONS 525100 6264243 6264243 COBRA CONTRIBUTIONS 525100 47996 47996 6312239 11000000 4778598 6221402 6221402 6221402 12533641 6312239 0 6221402 12524168 9000 120707 60082 28829 639122 3794 16771 13402473 426231 434287 713597 1141062 26359 66322 47424977 46651492 48591164 48293163 287457 94046 0 3505400 287457 3599446 X 0 0 0 0 48303707 44693717 48303707 44693717 48591164 48293163 -868832 -684558 -2056600 0 X 0 1 X 0 0 0 AMALGAMATED BANK LONGVIEW FUND 500 23473334 F BOYD WATTTERSON GSA FUND 10805116 F NHIT CORE PLUS DISCRETION TRUST 7174827 F ULLICO INFRASTRUCTURE FUND 3653864 F AMALGAMATED BANK LONGVIEW BOND FUND 1544351 F 46651492 CLAIMS PAYABLE AND CLAIMS INCURRED NOT REPORTED 3505400 3505400 X 11820254 -684558 -684558 12504812 28829 28829 12533641 12098052 0 12098052 28829 1275592 1304421 13402473 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 IT 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, 2024 AND 2023, THERE WERE 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 PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED 0 0 0 JOSEPH FONTANO TRUSTEE 0 233345 0 0 0 0 0 0 0 0 0 233345 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE RETURN PREPARER E-MAILS A COPY OF THE FINAL VERSION OF FORM 990 TO THE PLAN ADMINISTRATOR AND TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING. NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. LOCAL 338 RWDSUUFCW 1505 KELLUM PLACE MINEOLA NY 11501 131215100 SPONSORING LABOR ORGANIZATION NY 501(C)(5) 0 BLOOMINGDALE CONTRIBUTING EMPLOYER 0 CARNEGIE EAST HOUSE CONTRIBUTING EMPLOYER 0 CHILD CENTER OF NY CONTRIBUTING EMPLOYER 0 CITIVA MEDICAL CONTRIBUTING EMPLOYER 0 COMMUNITY RESOURCES CONTRIBUTING EMPLOYER 0 CPPNY CONTRIBUTING EMPLOYER 0 CURALEAF NY CONTRIBUTING EMPLOYER 0 DUANE READE - 00001 CONTRIBUTING EMPLOYER 0 ETAIN CONTRIBUTING EMPLOYER 0 GREEN THUMB RISE CONTRIBUTING EMPLOYER 0 HIGHBRIDGE PORTFOLIO LLC CONTRIBUTING EMPLOYER 0 JDRC MANAGED SERVICES LLC CONTRIBUTING EMPLOYER 0 MEDMEN CONTRIBUTING EMPLOYER 0 NYCANNA CONTRIBUTING EMPLOYER 0 PHARMACANN CONTRIBUTING EMPLOYER 0 QUANTUM REHAB & NURSERY CONTRIBUTING EMPLOYER 0 SURGE REHAB & NURSING CONTRIBUTING EMPLOYER 0 VIREO HEALTH OF NY CONTRIBUTING EMPLOYER 0 WINDSOR PHARMACY CONTRIBUTING EMPLOYER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0