2025-11-15T00:36:47-06:00 2024-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2024-01-01 133593163 HEALTH & WELFARE FUND OF LOCAL UNION 373 UA HEAL 8455349522 PO BOX 58 MOUNTAINVILLE NY 10953 THOMAS GANDOLFINI LABOR TRUSTEE BUSINESS MANAGER 8455341050 2025-11-15 1 1 PATRICK M TROMBETTA CPA P00450410 9082727000 2024 2025-03-06 01:10:19Z THOMAS GANDOLFINI LABOR 76 PLEASANT HILL ROAD PO BOX 58 MOUNTAINVILLE NY 19053 17241341 0 X N/A X 1991 NY PROVIDE HEALTH AND WELFARE BENEFITS. 10 8 16 0 0 0 0 0 7581888 7636702 375545 840396 435394 509816 8392827 8986914 0 0 7499972 8160483 110199 109005 0 0 0 210309 222989 7820480 8492477 572347 494437 14948259 16162776 2204580 2466349 12743679 13696427 PROVIDE AND ADMINISTER HEALTH AND WELFARE BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 PROVIDE AND ADMINISTER HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF LOCAL UNION 373. 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 1 285 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THOMAS GANDOLFINI LABOR TRUSTEE 8455341050 76 PLEASANT HILL ROAD PO BOX 58 MOUNTAINVILLE NY 19053 MARK KEMPTON MANAGEMENT TRUSTEE 1.00 X 0 0 0 DANA MOSHIER LABOR TRUSTEE 1.00 X 0 0 0 RUSSELL BEWICK LABOR TRUSTEE 1.00 X 0 0 0 KANE ARMISTEAD MANAGEMENT TRUSTEE 1.00 X 0 0 0 ROBERT ROTH MANAGEMENT TRUSTEE 1.00 X 0 0 0 RICHARD PFORTE LABOR TRUSTEE 1.00 X 0 0 0 ROBERT AMBROSETTI LABOR TRUSTEE 1.00 X 0 0 0 TIMOTHY HAUSER MANAGEMENT TRUSTEE 1.00 X 0 0 0 THOMAS GANDOLFINI LABOR TRUSTEE 1.00 X 137784 0 89744 JAMES ESTABROOK ESQ MANAGEMENT TRUSTEE 1.00 X 0 0 0 137784 0 89744 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 7636702 7636702 7636702 318103 318103 8776720 8254427 522293 522293 522293 PENSIONERS' PREMIUMS 900099 333841 333841 PARTICIPANTS COBRA 900099 172638 172638 MISCELLANEOUS INCOME 900099 3337 3337 509816 8986914 8146518 0 840396 8160483 62316 41922 4767 13380 26900 60049 39600 15534 11781 14084 4171 622 15419 FUND COORDINATOR 19350 PCORI FEE 2099 8492477 1912960 1288159 939188 1274664 894995 993154 84229 94613 123445 119688 0 3757 11116887 12508429 14948259 16162776 58235 17200 2146345 2449149 2204580 2466349 X 0 0 0 0 12743679 13696427 12743679 13696427 14948259 16162776 494437 458311 0 X X 0 1 X 1 0 51712 51712 0 71733 67976 3757 3757 RECIPROCALS PAYABLE 4357 SURETY DEPOSITS 6982 VACATION BENEFITS PAYABLE 2033018 HEALTH CLAIMS PAYABLE 404792 2449149 X 9385176 458311 458311 8926865 60049 60049 8986914 8106471 0 8106471 60049 325957 386006 8492477 PART X, LINE 2: THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE IRS STATING THAT THE VEBA TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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 IRS. 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 BENEFIT CLAIMS PAYABLE 325,957. X 0 0 0 THOMAS GANDOLFINI LABOR TRUSTEE 137784 0 0 0 0 0 70853 0 18891 0 227528 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 12C THE FUND ADMINISTRATOR REVIEWS ALL TRANSACTIONS FOR POSSIBLE CONFLICTS OF INTEREST AND MEETS REGULARLY WITH THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE AT THE FUND OFFICE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN'S SUMMARY PLAN DESCRIPTION AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE PLAN'S OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE ELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PLUMBERS & STEAMFITTERS PENSION FUND LOCAL UNION 373 76 PLEASANT HILL MOUNTAINVILLE NY 10953 131758289 TO PROVIDE PENSION BENEFITS TO PARTICIPANTS OF THE FUND NY 401 (A) N/A 0 PLUMBERS & STEAMFITTERS ANNUITY FUND LOCAL UNION 373 76 PLEASANT HILL MOUNTAINVILLE NY 10953 133323430 TO PROVIDE ANNUITY BENEFITS TO PARTICIPANT OF THE FUND NY 401 (A) N/A 0 PLUMBERS & STEAMFITTERS EDUCATION FUND LOCAL UNION 373 76 PLEASANT HILL MOUNTAINVILLE NY 10953 131935212 TO PROVIDE FOR EDUCATION AND TRAINING OF PLUMBERS NY 501 (C )(5) N/A 0 UNITED ASSOCIATION OF LOCAL 373 76 PLEASANT HILL MOUNTAINVILLE NY 10953 131739740 TO PROVIDE LOCAL UNION HALL SUPPORT TO MEMBERS NY 501 (C )(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 LOCAL UNION 373 BUSINESS OPERATING ACCOUNT P 194412 ALLOCATION FACTORS LOCAL UNION NO 373 BUILDING FUND N 14084 LEASE AGREEMENT