2023-08-22T09:49:12-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 237353516 LOCAL 237 TEAMSTER TOWN OF ISLIP HEALTH & WELFARE FUND LOCA 2129242000 216 WEST 14TH ST NEW YORK NY 10011 BEN CARENZA TRUSTEE 2129242000 2023-08-22 1 BEN CARENZA 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-08-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BEN CARENZA 216 WEST 14TH ST NEW YORK NY 10011 190833 0 X N/A X 1972 NY TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS 6 3 0 0 0 0 0 0 137250 135137 -228 604 0 0 137022 135741 0 0 96244 99572 0 0 0 0 0 101355 109624 197599 209196 -60577 -73455 260718 190799 60689 63797 200029 127002 TO PROVIDE DENTAL, OPTICAL, DISABILITY, DEATH, DRUG CO-PAY REIMBURSEMENT AND CERTAIN OTHER BENEFITS TO THE MEMEBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES UNION LOCAL 237 I.B.T AND TO THOSE WHO OTHERWISE QUALIFY. 0 0 TO PROVIDE DENTAL, OPTICAL, DISABILITY, DEATH, DRUG CO-PAY REIMBURSEMENT AND CERTAIN OTHER BENEFITS TO THE MEMEBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES UNION LOCAL 237 I.B.T AND TO THOSE WHO OTHERWISE QUALIFY. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X BEN CARENZA 2129242000 216 WEST 14TH ST NEW YORK NY 10011 ANDREW VIEGAS UNION TRUSTEE 1.00 40.00 X 0 31604 0 BEN CARENZA UNION TRUSTEE 1.00 40.00 X 0 203136 13752 JOSEPH LUDWIG EMPLOYER TRUSTEE 1.00 X 0 0 0 ARTHUR ABBATE EMPLOYER TRUSTEE 1.00 X 0 0 0 CATHERINE RICE UNION TRUSTEE 1.00 40.00 X 0 46903 14994 MICHAEL WALSH EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT KISSANE CONTROLLER 1.00 39.00 X 0 228933 18205 0 510576 46951 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 135137 135137 135137 696 696 55000 55092 -92 -92 -92 135741 135137 0 604 X 99572 7000 17300 131 24854 6417 2953 434 REIMBURSED EXPENSE ALLO 44603 NYS INSURANCE AUDIT 5932 209196 159631 98065 37412 34340 12188 4106 1433 131 49991 54004 63 153 260718 190799 18909 19194 41780 44603 60689 63797 X 0 0 0 0 200029 127002 200029 127002 260718 190799 -73455 428 0 X X 0 1 X 1 0 0 DUE TO AFFILIATE 44603 44603 X 136038 428 428 135610 131 131 135741 209065 0 209065 131 131 209196 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 0 0 0 ROBERT KISSANE CONTROLLER 0 228933 0 0 0 0 0 17559 0 646 0 247138 0 0 BEN CARENZA UNION TRUSTEE 0 203136 0 0 0 0 0 13106 0 646 0 216888 0 0 FORM 990, PART V, LINE 2A LOCAL 237 TEAMSTER TOWN OF ISLIP HEALTH & WELFARE FUND HAS NO EMPLOYEES. W-2'S ISSUED ARE FOR THIRD PARTY SICK BENEFITS PROVIDED TO MEMBERS. 0 W-2'S WERE ISSUED FOR THE 2022 TAX YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS IT WITH CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. FORM 990, PART IX, LINE 11G BENEFIT CONSULTANT 16,500. BENEFIT ADMIN FEES 8,354. FORM 990, PART XII , LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. CITY EMPLOYEES UNION LOCAL 237 IBT 216 WEST 14TH STREET NEW YORK NY 10011 135616651 NY 501(C)(5) 0 TEAMSTERS LOCAL 237 WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 132575626 NY 501(C)(9) 0 TEAMSTERS LOCAL 237 RETIREES BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 136701607 NY 501(C)(9) 0 TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 132867113 NY 401(A) 0 TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOEE 216 WEST 14TH STREET NEW YORK NY 10011 NY 401(A) TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND 216 WEST 14TH STREET NEW YORK NY 10011 133017119 NY 501(C)(3) 0 LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH AND WELFARE 216 WEST 14TH STREET NEW YORK NY 10011 237353525 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132900165 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237378882 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 NY 501(C)(9) LOCAL 237 TEAMSTERS PLAINVIEW OLD BETHPAGE CTR SCHOOL DISTRICT TRUST 216 WEST 14TH STREET NEW YORK NY 10011 NY 501(C)(9) TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 216 WEST 14TH STREET NEW YORK NY 10011 135616651 NY 401(A) 0 TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 216 WEST 14TH STREET NEW YORK NY 10011 132575626 NY 401(A) 0 TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND 216 WEST 14TH STREET NEW YORK NY 10011 476794596 NY 501(C)(5) 0 TOWN OF ISLIP 655 MAIN STREET ISLIP NY 11751 NY LOCAL GOVERNMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 TEAMSTERS LOCAL 237 WELFARE FUND P 44603 ACCURAL BASIS