2026-08-17T13:12:02-05:00 2025-09-30 112442493 CRAIG FITZSIMMONS & MEYER LLP 20 MANOR RD SMITHTOWN NY 11787 990 2024-10-01 134191811 LOCAL 947 HEALTH & WELFARE FUND LOCA 6316705660 PO BOX 746 KINGS PARK NY 11754 JEANNIE CALDERON PLAN ADMINISTRATOR 6316705660 2026-08-12 1 0 HARRY J MEYER CPA P01231094 6313601400 2024 2025-03-06 01:10:19Z ELIZABETH PEDRAS PO BOX 746 KINGS PARK NY 11754 5520658 0 X N/A X 2001 NY THE PLAN PROVIDES HOSPITAL, MEDICAL, PRESCRIPTION DRUG AND DENTAL BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS OF MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS. 2 2 0 0 0 0 0 0 5797568 5514740 6612 5918 0 0 5804180 5520658 0 0 5534791 5374763 193690 184340 0 0 0 44211 38578 5772692 5597681 31488 -77023 1609090 1532067 485868 485868 1123222 1046199 THE PLAN PROVIDES HOSPITAL, MEDICAL, PRESCRIPTION DRUG AND DENTAL BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS OF MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS. 0 0 THE PLAN PROVIDES HOSPITAL, MEDICAL, PRESCRIPTION DRUG AND DENTAL BENEFITS FOR ELIGIBLE MEMBERS AND DEPENDENTS OF MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X X THE PLAN 6316705660 3 MAIN STREET KINGS PARK NY 11754 JOSEPH FONSECA EMPLOYER TRUSTEE 2.00 X 0 0 0 ARNOLD BAERGA UNION TRUSTEE 2.00 X 0 0 0 GLORIA LARRONDO FUND COORDINATOR 35.00 5.00 X 50191 0 0 ELIZABETH PEDRAS PLAN ADMINISTRATOR 35.00 5.00 X 0 5688 0 50191 5688 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 525100 5514740 5514740 5514740 5918 5918 5520658 5514740 0 5918 5374763 167210 2130 15000 5000 3885 12418 6840 2734 3862 3839 5597681 220953 371104 362750 216593 525851 448696 368014 368014 219169 91509 131522 127660 1609090 1532067 50 50 485818 485818 485868 485868 X 1123222 1046199 1123222 1046199 1609090 1532067 -77023 0 X 0 0 0 30320 30320 90961 30320 60641 53841 17142 36699 44047 44047 0 127660 X PART X, LINE 2: 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. PLAN MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR YEARS PRIOR TO 2021 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THERE IS OVERSIGHT AMONGST THE STAFF AND BOARD OF TRUSTEES TO ENSURE THAT EACH INDIVIDUAL IS IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE FUND ADMINISTRATOR PROVIDES VERBAL REMINDERS CONCERNING ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ON THE IRS WEBSITE AND VARIOUS WATCHDOG WEBSITES SUCH AS GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. LOCAL 947 - INTERNATIONAL BROTHERHOOD OF SERVICE WORKERS AFL-CIO 3 MAIN STREET KINGS PARK NY 11754 112705752 LOCAL UNION NY 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0