2026-09-02T09:02:21-05:00 2025-12-31 750786316 WEAVER & TIDWELL LLP 500 N BROADWAY SUITE 101 JERICHO NY 11753 990 2025-01-01 135668118 NEW YORK OIL HEATING INSURANCE FUND NEWY 2126951380 200 PARKWAY DRIVE SOUTH 202 HAUPPAUGE NY 11788 ROCCO LACERTOSA ADMINISTRATOR 2126951380 2026-08-31 1 MICHAEL FRIEDMAN CPA P01066375 2126955003 2025 ROCCO LACERTOSA 200 PARKWAY DRIVE SOUTH 202 HAUPPAUGE NY 11788 1041761 0 X N/A X EMPLOYEE BENEFIT PLAN 1949 NY TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND DEPENDENTS 2 2 0 0 0 0 0 0 108979 6253 380249 431596 0 0 489228 437849 0 0 372470 405031 0 0 0 0 0 217571 222362 590041 627393 -100813 -189544 6308783 6371401 81761 92166 6227022 6279235 TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS AND DEPENDENTS 0 0 THE FUND PROVIDES LIFE INSURANCE AND DISABILITY INCOME BENEFITS TO APPROXIMATELY 289 PARTICIPANTS AND DEPENDENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 3 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MR ROCCO LACERTOSA ADMINISTRATOR 2126951380 200 PARKWAY DRIVE SOUTH SUITE 202 HAUPPAUGE NY 11788 ALLISON A HEANEY TRUSTEE 1.00 X 0 0 0 VINCENT THEURER TRUSTEE 1.00 X 0 0 0 ROCCO J LACERTOSA ADMINISTRATOR 4.00 X 0 176919 20519 0 176919 20519 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 6253 6253 6253 244231 244231 791277 603912 187365 187365 187365 437849 6253 0 431596 X 405031 34356 39375 31593 64800 393 16024 REIMB. OF COMMON ADMIN. 31841 MISCELLANEOUS 3980 627393 194462 259922 74 0 7911 6009 1967 590 1770 1377 6104566 6104093 6308783 6371401 81761 92166 81761 92166 X 0 0 0 0 6227022 6279235 6227022 6279235 6308783 6371401 -189544 241757 0 X X 0 1 X 1 0 1967 590 1377 1377 X 648013 241757 241757 406256 31593 31593 437849 595800 0 595800 31593 31593 627393 PART X, LINE 2: US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN 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. 0 0 0 ROCCO J LACERTOSA ADMINISTRATOR 0 176919 0 0 0 0 0 8845 0 11674 0 197438 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND BOARD OF TRUSTEES PRIOR TO THE FORM BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL OFFICERS, DIRECTORS & TRUSTEES MUST COMPLETE A QUESTIONNAIRE TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. COMPLETED QUESTIONNAIRES ARE THEN REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO PARTICIPANTS UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING 64,800. FORM 990, PART XII, LINE 2C THE PLAN ADMINISTRATOR AND BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS IS THE SAME AS IN PRIOR YEARS. NEW YORK STATE ENERGY COALITION INC 200 PARKWAY DRIVE SOUTH SUITE 202 HAUPPAUGE NY 11788 135668120 TRADE ASSOCIATION NY 501(C)(6) N/A 0 LOCAL 553 PENSION FUND LOCAL UNION 553 LOCAL 550 TEAMSTER BAKERY DRIVERS METROPOLITAN HEAT & POWER CO INC APPROVED OIL CO OF BROOKLYN INC EAST COAST PETROLEUM INC PETRO INC BAYSIDE FUEL CORP BLUE DIAMOND FUEL OIL CORP BORO FUEL OIL CO INC UNITED METRO FUEL OIL MONTEBELLO FUEL OIL NEW UTRECHT FUEL OIL CO PACIFIC ENERGY CORP COHLER FUEL OIL CO ROCKWAY FUEL OIL CORP SJ FUEL CO INC SCHILDWACHTER & SONS INC SKAGGS-WALSH INC SPRAGUE RESOURCE GB 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 NEW YORK STATE ENERGY COALITION INC P 31841 COST ALLOCATION