2026-01-18T16:19:26-06:00 2024-11-30 470900880 CALIBRE CPA GROUP PLLC 462 SEVENTH AVENUE 16TH FLOOR NEW YORK NY 10018 990 2023-12-01 135555808 LOCAL 272 WELFARE FUND LOCA 2127269730 220 EAST 23RD STREET 805 NEW YORK NY 10010 FRED ALSTON TRUSTEE 2127269730 2026-01-16 1 1 JOSEPH MORELLO P02146706 2126951300 2026-01-18 2023 2025-03-06 01:10:19Z X FRED ALSTON 220 EAST 23RD STREET 805 NEW YORK NY 10010 59321961 0 X N/A X 1951 NY TO PROVIDE HEALTH AND RELATED BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 6 3 9 0 0 0 172523 0 35349908 36580877 342150 1647096 0 0 35864581 38227973 0 0 26703775 30127945 1097662 1150421 0 0 0 1270014 1355975 29071451 32634341 6793130 5593632 42476869 50261786 5570342 5779397 36906527 44482389 TO PROVIDE HEALTH AND RELATED BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 0 0 TO PROVIDE HEALTH AND RELATED BENEFITS TO ELIGIBLE UNION MEMBERS AND THEIR DEPENDENTS. 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 1 219 0 1 9 1 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2127269730 220 EAST 23RD STREET 805 NEW YORK NY 10010 FRED ALSTON TRUSTEE 5.00 40.00 X 0 271820 31285 EDDIE RIVERA TRUSTEE 5.00 40.00 X 0 263020 29465 JOSE ROJAS TRUSTEE 5.00 40.00 X 0 268620 29153 GORDON HAMM TRUSTEE 2.00 2.00 X 0 0 0 LANCE HOWARD TRUSTEE 2.00 2.00 X 0 0 0 KENNETH ROSENBLATT TRUSTEE 2.00 2.00 X 0 0 0 MARC A GOODMAN FUND MANAGER 30.00 10.00 X 407430 0 23479 MARIA BANCHS ASSIST. FUND MANAGER 20.00 20.00 X 212718 0 23479 CAROLYN ECHOLS CLAIM EXAMINER 40.00 X 135580 0 23479 755728 803460 160340 3 0 1 0 VIVEKA HEALTH 104 WEST 14TH STREET NEW YORK NY 10011 CLAIM PROCESSING SOFTWARE 441810 SELE-DENT 1 HUNTINGTON QUADRANGLE MELVILLE NY 11747 DENTAL ADMINISTRATION 111903 2 EMPLOYER CONTRIBUTIONS 525100 36575077 36575077 COBRA CONTRIBUTIONS 525100 5800 5800 36580877 1307290 1307290 21433794 21093988 339806 339806 339806 38227973 36580877 0 1647096 30127945 935310 114098 39783 61230 115097 182125 76119 28708 139412 526788 225977 108 61641 32634341 9729574 10347920 1585927 455180 4023390 4892470 340558 340558 0 0 26667024 34242738 470954 323478 42476869 50261786 229941 291486 5340401 5487911 5570342 5779397 X 0 0 0 0 36906527 44482389 36906527 44482389 42476869 50261786 5593632 1982230 0 X X 0 1 X 0 0 340558 340558 0 0 CLAIMS INCURRED BUT NOT REPORTED 5189800 OPERATING LEASE LIABILITY 298111 5487911 X 40134084 1982230 1982230 38151854 76119 76119 38227973 32237522 0 32237522 76119 320700 396819 32634341 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 NOVEMBER 30, 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: INCREASE IN BENEFIT OBLIGATIONS 0 0 0 MARC A GOODMAN FUND MANAGER 407430 0 0 0 0 0 17409 0 6070 0 430909 0 0 0 FRED ALSTON TRUSTEE 0 247620 0 0 0 24200 0 18269 0 13016 0 303105 0 0 JOSE ROJAS TRUSTEE 0 244820 0 0 0 23800 0 18269 0 10884 0 297773 0 0 EDDIE RIVERA TRUSTEE 0 242020 0 0 0 21000 0 18269 0 11196 0 292485 0 0 MARIA BANCHS ASSIST. FUND MANAGER 212718 0 0 0 0 0 17409 0 6070 0 236197 0 0 0 CAROLYN ECHOLS CLAIM EXAMINER 135580 0 0 0 0 0 17409 0 6070 0 159059 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN PREPARER E-MAILS A COPY OF THE FORM 990 TO THE PLAN ADMINISTRATOR AND THE BOARD OF TRUSTEES FOR THEIR REVIEW AND APPROVAL. INQUIRIES ARE MADE TO THE PREPARER AS NEEDED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES THE PLAN'S COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY WITH THE ASSISTANCE OF THE PLAN'S PROFESSIONALS. FORM 990, PART VI, SECTION B, LINE 15 ADJUSTMENTS IN COMPENSATION ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S ANNUAL FORM 5500 FILING. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED. 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