2025-10-14T19:11:22-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2024-01-01 111854964 LOCAL 522 WELFARE FUND - ROOFERS DIVISION LOCA 7188591624 2137-2147 UTICA AVENUE BROOKLYN NY 11234 JAMES KANE TRUSTEE 7188591624 2025-10-05 1 1 MARK BATLINER P01455172 2126951300 2025-10-14 2024 2025-03-06 01:10:19Z X JAMES KANE 2137-2147 UTICA AVENUE BROOKLYN NY 11234 3227157 0 X N/A X 1957 NY PROVIDING HEALTH & WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. BENEFITS INCLUDE MEDICAL, HOSPITAL, DENTAL, OPTICAL, DEATH AND HOLIDAY BENEFITS. 4 2 158 0 0 0 0 0 1323700 1521806 103701 155800 0 9562 1427401 1687168 0 0 1280130 1978527 0 0 0 0 0 148741 152890 1428871 2131417 -1470 -444249 1874350 1400254 335594 318608 1538756 1081646 PROVIDING HEALTH & WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. BENEFITS INCLUDE MEDICAL, HOSPITAL, DENTAL, OPTICAL, DEATH AND HOLIDAY BENEFITS. 0 0 THE PROVIDING OF HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS. BENEFITS INCLUDE MEDICAL, HOSPITAL, DENTAL, OPTICAL, DEATH AND HOLIDAY BENEFITS. 0 0 0 0 0 0 0 0 0 1 0 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 2 0 1 158 1 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 7188591624 2137-2147 UTICA AVENUE BROOKLYN NY 11234 JAMES KANE TRUSTEE 1.00 40.00 X 0 116600 50060 PETER MURPHY TRUSTEE 1.00 40.00 X 0 116600 50060 ANDREW WIST TRUSTEE 1.00 X 0 0 0 THOMAS HUSSEY TRUSTEE 1.00 X 0 0 0 0 233200 100120 0 0 1 0 0 PARTICIPATING EMPLOYERS 230000 1521806 1521806 1521806 52856 52856 1642933 1539989 102944 102944 102944 MISCELLEANOUS INCOME 900099 9562 9562 9562 1687168 1634312 0 52856 1978527 39000 19372 30000 7917 23821 2149 9387 5657 6738 8849 2131417 -64938 -75746 319656 223568 108852 134927 7287 7146 19250 9625 6738 9625 1496755 1100734 1874350 1400254 98594 35608 237000 283000 335594 318608 X 0 0 0 0 1538756 1081646 1538756 1081646 1874350 1400254 -444249 -12861 0 X 0 1 X 0 0 19250 9625 9625 9625 BENEFIT OBLIGATIONS 283000 283000 X 1666390 -12861 -12861 1679251 7917 7917 1687168 2077500 0 2077500 7917 46000 53917 2131417 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 ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS AND DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, 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 PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN'S INCOME TAX RETURNS FOR THE YEARS 2021 THROUGH 2023 REMAIN SUBJECT TO EXAMINATION, BASED ON THE NORMAL STATUTORY PERIODS SUBJECT TO AUDIT, NOTWITHSTANDING ANY EVENTS OR CIRCUMSTANCES THAT MAY EXIST WHICH COULD EXPAND THE OPEN PERIOD. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN BENEFIT OBLIGATIONS 46,000. 0 0 0 JAMES KANE TRUSTEE 0 115601 0 0 0 999 0 34190 0 15870 0 166660 0 0 PETER MURPHY TRUSTEE 0 115979 0 0 0 621 0 34190 0 15870 0 166660 0 0 FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - FUND IS A TAFT-HARTLEY PLAN GOVERN BY JOINT BOARD OF TRUSTEES. HALF ARE APPOINTED BY UNION AND HALF BY EMPLOYERS ASSOCIATION. 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 WHO E-MAILS THE FILING TO EACH BOARD MEMBER BEFORE IT IS FILED. ALTHOUGH NO FORMAL DETAILED REVIEW PROCESS IS ANTICIPATED, EACH BOARD MEMBER HAS AN OPPORTUNITY TO MAKE INQUIRES BEFORE AND AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. I B OF T LOCAL 522 1308 PIERCE STREET RAHWAY NJ 07065 221585985 LABOR UNION NY 501(C)(5) 0 AMG WATERPROOFING 2120 ATLANTIC AVE BROOKLYN NY 11233 113470818 CONTRIBUTING EMPLOYER NY 0 B&A RESTORATION 43 EAST CARL STREET HICKSVILLE NY 11801 113326268 CONTRIBUTING EMPLOYER NY 0 HERBERT ROSE INC 42-01 DITMARS BLVD ASTORIA NY 11105 111947011 CONTRIBUTING EMPLOYER NY 0 KAY CONSTRUCTION 211 EAST 123RD ST NEW YORK NY 10035 830710700 CONTRIBUTING EMPLOYER NY 0 PREMIER ROOFING 905 ATLANTIC AVE BROOKLYN NY 11238 112138263 CONTRIBUTING EMPLOYER NY 0 STANDARD WATERPROOFING 701 EAST 134TH STREET BRONX NY 10454 112804082 CONTRIBUTING EMPLOYER NY 0 PARK AVENUE DRIVERS 2120 ATLANTIC AVE BROOKLYN NY 11233 113469852 CONTRIBUTING EMPLOYER NY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0