2026-03-08T14:36:33-07:00 2025-08-31 Greg Zalewski 101 VINE STREET BEACON NY 12508 990EZ 2024-09-01 133608156 LOCAL 1169 BENEFIT TR FUND LOCA 8452426269 226 LINDA AVE HAWTHORNE NY 10532 MICHAEL STOLZ TRUSTEE 9149601395 2026-03-08 1 1 Greg Zalewski P01770726 3472289711 2026-03-08 X 2024 2025-03-06 01:10:19Z X X X 83157 X 83157 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83157 0 87991 0 500 0 0 665 89156 -5999 145863 0 139864 X 146363 140364 0 0 0 0 146363 140364 500 500 145863 139864 PROVIDE BENEFITS TO MEMBERS 1. A dental plan on a self-funded basis for our members. Members participate as either a family or as a single member. Family members do not contribute $150 towards the plan unless it is the first year of participation in the plan as a family member. Each person in the plan is eligible to receive up to $1500 in dental benefits per year. The program is used extensively by its members. 2. A catastrophic insurance plan as an enhancement to the medical plan. It has a $25,000 deductible and covers drugs, hospitalization, long-term nursing care, etc. 3. A legal plan that offers free wills, unlimited toll-free advice, reduced costs for real estate transactions, matrimony, criminal defense, business transactions, etc. and it has an elder care rider that provides durable power of attorney, health care proxy, and living wills. It is part of the elder care security package. 4. Out-of-pocket reimbursement for the existing system that includes up to $750 for medical and dental out-of-pocket expenses, $100 for a driver program, $100 for eyeglasses and $100 for health club/fitness classes. The total reimbursement for the fiscal year was capped at $600 maximum reimbursement. The maximum will vary on a fiscal year basis and is dependent on fund balance at the end of the previous fiscal year and an estimation of current year costs. 5. A vision eyeglass plan is no charge to members. This benefit is for members only and does not include their families. 6. The trustees must keep reserve monies because the dental plan is self-funded. The maximum yearly reimbursement is $1500 for year person in the plan. If all members were to use the plan at the maximum level ($1500), the total cost of the plan could exceed $400,000. However, while this is highly unlikely the expenses are nonetheless carefully monitored. 0 87991 87991 KAREN STALLONE TRUSTEE 2 0 0 0 MICHAEL STOLZ TRUSTEE 2 0 0 0 SHAWN MARSHALL TRUSTEE 2 0 0 0 MELISSA OLIVARES TRUSTEE 2 0 0 0 BETTY CAMPIONE-PHILLIPS TRUSTEE 2 0 0 0 0 0 0 0 0 0 0 0 0 NY MICHAEL STOLZ 226 LINDA AVE HAWTHORNE NY 10532 8452426269 0 0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Form 990-EZ, Part I, Line 16 Description;Amount^BANK FEES;147|IRS LATE FILING PENALTY;518^Total;665^ Form 990-EZ, Part II, Line 26 Description;EOY Amount^ACCRUED EXPENSES;500^Total;500^ Our extension deadline was inadvertently missed. As soon as the error was detected, we filed the return immediately. We respectfully request an abatement of any late filing penalty assessed.