2026-02-18T11:39:29-06:00 2025-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-07-01 133113651 SERVICE EMPLOYEES INTL UNION LOCAL 704 HEALTH AND SECURITY PLAN TRUST SERV 9143776290 945 N BROADWAY YONKERS NY 107011300 DOMINICK SAVARESE UNION TRUSTEE 9143776290 2026-02-18 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z 945 N BROADWAY YONKERS NY 107011300 908018 0 X WWW.SEIULOCAL704.ORG X 1982 NY TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 6 6 2 0 0 0 0 0 784729 843914 57158 62904 1200 1200 843087 908018 0 0 585218 639184 82434 80132 0 0 0 68944 87186 736596 806502 106491 101516 2891911 3107294 193510 232743 2698401 2874551 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 11 0 1 2 1 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X MICHELLE SAVARESE 9143776290 945 N BROADWAY YONKERS NY 107011300 DOMINICK SAVARESE UNION TRUSTEE 1.00 0.00 X 0 0 0 DON HENRY UNION TRUSTEE - ATTORNEY 1.00 0.00 X 0 0 0 SHANNON IMBRAGUGLIO UNION TRUSTEE 1.00 0.00 X 0 0 0 NICOLE GRECO UNION TRUSTEE 1.00 0.00 X 0 0 0 KOYA IGLEHART UNION TRUSTEE 0.00 0.00 X 0 0 0 KARA COTE UNION TRUSTEE 0.00 0.00 X 0 0 0 MICHELLE SAVARESE PLAN ADMINISTRATOR 24.00 5.00 X 40320 0 8467 40320 0 8467 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 561110 831176 831176 PARTICIPANT CONTRIBUTI 561110 12738 12738 843914 62904 62904 OTHER INCOME 561110 1200 1200 1200 908018 845114 0 62904 639184 48787 20680 4324 6341 25890 14000 7376 15117 13048 11755 806502 701211 779056 2176358 2313999 11557 11929 125 125 2660 2185 2891911 3107294 17510 15743 176000 217000 193510 232743 X 0 0 0 0 2698401 2874551 2698401 2874551 2891911 3107294 101516 74634 0 X 0 1 X 1 0 0 BENEFIT OBLIGATIONS CURRENTLY PAYABLE 217000 217000 X 982652 74634 74634 908018 0 908018 765502 0 765502 41000 41000 806502 PART X, LINE 2: THE TRUSTEES BELIEVE THAT THE PLAN, INCLUDING AMENDMENTS, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THE RELATED TRUST IS TAX EXEMPT. ADDITIONALLY, THE PLAN BELIEVES IT HAS NO UNCERTAIN TAX POSITION AS OF JUNE 30, 2025 AND 2024 IN ACCORDANCE WITH FASB ASC TOPIC 740 "INCOME TAXES". PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BEN. OBLIG. CURRENTLY PAYABLE 41,000. FORM 990, PART VI, SECTION A, LINE 2 THE PLAN ADMINISTRATOR, MICHELLE SAVARESE IS MARRIED TO THE UNION TRUSTEE/PRESIDENT, DOMINICK SAVARSE FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH MANAGEMENT OF THE ORGANIZATION AND WAS REVIEWED WITH THE ORGANIZATION'S GOVERNING BOARD OF TRUSTEES, PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AS REQUIRED BY THE PLAN'S POLICY, OFFICERS AND TRUSTEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 IN ADDITION TO MAKING AVAILABLE THE BYLAWS, CERTAIN AGREEMENTS AND CONTRACTS ON THE SEIU LOCAL 704 UNION WEBSITE, PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII, SECTION A: CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM SEIU LOCAL UNION 704 IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF THE UNION. ACCORDINGLY, THEIR COMPENSATION IS ALREADY REPORTED ON THE FORM 990 OF THE UNION. SEIU LOCAL UNION 704 945 N BROADWAY YONKERS NY 107011300 133155065 LABOR UNION NY 501(C)5 N/A 0 CITY OF YONKERS 40 SOUTH BROADWAY YONKERS NY 107013700 MUNICIPALITY NY N/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