2026-07-09T10:31:36-05:00 2024-12-31 141624930 TEAL BECKER & CHIARAMONTE CPAS PC 7 WASHINGTON SQUARE ALBANY NY 12205 990 2024-01-01 900286605 INTERNATIONAL ASSOCIATION OF HEAT AND FR INSULATORS AND ALLIED WORKERS LOCAL 40 W INTE 5188070031 CO OSULLIVAN1236 BRACE RD UNIT CHERRY HILL NJ 08034 MARK STUTO TRUSTEE 5188070031 2026-07-09 1 0 PAULA PIERCE CPA P00412839 5184566663 2026-07-09 2024 2025-03-06 01:10:19Z X MARK STUTO 890 THIRD ST ALBANY NY 12206 5949097 0 X N/A X 1953 NY TO PROVIDE ELIGIBLE MEMBERS AND THEIR DEPENDENTS WITH HEALTH RELATED BENEFITS. 4 4 0 0 0 0 0 0 1412855 1597545 295760 96493 0 237 1708615 1694275 0 0 1334463 1406887 0 0 0 0 0 114686 127832 1449149 1534719 259466 159556 5708982 6320228 342082 359949 5366900 5960279 TO PROVIDE ELIGIBLE MEMBERS AND THEIR DEPENDENTS WITH HEALTH INSURANCE, LIFE INSURANCE, DISABILITY AND HEALTH EXPENSE BENEFITS. 0 0 TO PROVIDE ELIGIBLE MEMBERS AND THEIR DEPENDENTS WITH HEALTH INSURANCE, LIFE INSURANCE, DISABILITY AND HEALTH EXPENSE BENEFITS. 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 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 4124712885 302 KNIGHTS RUN AVE SUITE 1100 TAMPA FL 33602 X MARK STUTO UNION TRUSTEE 1.00 X 0 0 0 JOHN COLLINS EMPLOYER TRUSTEE 0.00 X 0 0 0 LORNE BROWN EMPLOYER TRUSTEE 0.00 X 0 0 0 DOMINICK OGBORN UNION TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 1310016 1310016 SELFPAY CONTRIBUTIONS 525100 287529 287529 1597545 129591 129591 4221724 4254822 -33098 -33098 -33098 MISCELLANEOUS INCOME 900099 237 237 237 1694275 1597782 0 96493 1406887 63158 6000 20125 32875 1617 3257 800 1534719 651255 672501 273680 86949 133871 143448 10996 93995 4631391 5314007 7789 9328 5708982 6320228 24774 42711 317308 317238 342082 359949 X 0 0 0 0 5366900 5960279 5366900 5960279 5708982 6320228 159556 433823 0 X X 0 1 X 1 0 0 DUE TO RELATED FUNDS 317238 317238 X 2095223 433823 433823 1661400 32875 32875 1694275 1501844 0 1501844 32875 32875 1534719 PART X, LINE 2: THE PLAN FOLLOWS THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. AS OF DECEMBER 31, 2024, THE PLAN BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE INCOME TAX POSITIONS TAKEN AND TO BE TAKEN ON ITS RETURNS BASED ON AN ASSESSMENT OF MANY FACTORS INCLUDING EXPERIENCE AND INTERPRETATIONS OF TAX LAWS APPLIED TO THE FACTS OF EACH MATTER. THE PLAN HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY A TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 THE PLAN MAKES GOVERNING DOCUMENTS AND FINANCIALS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FUND OFFICE. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 40 PENSION FUN 302 KNIGHTS RUN AVE SUITE 1100 TAMPA FL 33602 146033598 PROVIDE PENSION BENEFITS TO ITS MEMBERS NY 501(A) N/A N/A 0 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 40 ANNUITY FUN 302 KNIGHTS RUN AVE SUITE 1100 TAMPA FL 33602 141514924 PROVIDE ANNUITY BENEFITS TO ITS MEMBERS NY 501(A) N/A N/A 0 INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 40 890 THIRD STREET ALBANY NY 12206 141514924 NEGOTIATE EMPLOYMENT TERMS FOR MEMBERS NY 501(C)(5) N/A N/A 0 SAFWAY SERVICES LLC ADIRONDACK HEAT & FROST INSULATION INC EASTERN REGIONAL CONTRACTING INC INSULATION SPECIALTY INC NEWPORT NEWS SHIPBUILDING TRI-CITY REFRACTORY & INSULATION INC OCM CONSTRUCTION INC 22ND CENTURY TECHNOLOGIES INC KIM INDUSTRIES INC FRONTIER INSULATION CONTRACTORS INC ATLANTIC CONTRACTING & SPECIALTY CO INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0