2024-03-21T11:00:16-05:00 2023-06-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2022-07-01 136209963 DISTRICT COUNCIL 37 HEALTH & SECURITY PLAN TRUST DIST 2128151345 55 WATER STREET NEW YORK NY 10041 WILLIAM BIFULCO FUND ADMINISTRATOR 2128151345 2024-03-21 1 WILLIAM BIFULCO 999009999 1 CAROL WESTFALL P00539069 6312734778 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM BIFULCO 55 WATER STREET NEW YORK NY 10041 224972090 0 X WWW.DC37.NET X 1966 NY TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 8 8 276 0 0 0 0 0 231685652 224917533 6098 54557 0 0 231691750 224972090 0 0 217493219 208807069 5752890 7041541 0 0 0 8445641 9123480 231691750 224972090 0 0 93475022 93870050 93475022 93870050 0 0 TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 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 1371 0 1 276 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X WILLIAM BIFULCO 2128151345 55 WATER STREET 22 FLOOR NEW YORK NY 10041 WILLIAM BIFULCO FUND ADMIN 30.00 5.00 X 260853 0 78560 JODI P GOLDMAN ASSOC ADMIN 5.00 30.00 X 196513 0 51316 WILLIAM WHALEN DIR/CHIEF COUNSEL 35.00 0.00 X 187711 0 48227 YVETTE CHARMANT CONTROLLER 25.00 10.00 X 173903 0 44859 JACQUELINE FRANCIS SENIOR ATTORNEY 35.00 0.00 X 151418 0 56933 JOSEPH PAOLOZZI III DIRECTOR OF OPERATIONS 35.00 0.00 X 163175 0 43865 SHELDON BARASCH SUPERVISING ATTY 35.00 0.00 X 156142 0 56436 JAHMILA EDWARDS TRUSTEE 5.00 30.00 X 0 0 0 JAMES TUCCIARELLI TRUSTEE 5.00 30.00 X 0 0 0 MAF MISBAH UDDIN TRUSTEE 5.00 30.00 X 0 0 0 CARMEN CHARLES TRUSTEE 5.00 30.00 X 0 0 0 NEAL FRUMKINS TRUSTEE 5.00 30.00 X 0 0 0 PETER STEIN TRUSTEE 5.00 30.00 X 0 0 0 JEFF OSHINS TRUSTEE 5.00 30.00 X 0 0 0 JUAN FERNANDEZ TRUSTEE 5.00 30.00 X 0 0 0 1289715 0 380196 48 0 1 0 DELTA DENTAL OF NEW YORK INC 575 MADISON AVE NEW YORK NY 10022 DENTAL ADMIN 2861596 OPTUM RX INC DEPT NO 8765 LOS ANGELES CA 90088 PRESCRIPTION BEN ADMIN 1093031 GOULIMIS HELEN 93-5 246TH ST FLORAL PARK NY 11001 CONSULTANT 170036 MILLMAN INC 1 PENN PLAZA 38TH FL NEW YORK NY 10019 ACTUARIAL SERVICES 166431 DG3 NORTH AMERICA INC 100 BURMA RD JERSEY CITY NJ 07305 PRINTING 119878 6 CONTRIBUTIONS - DC 37 BFT 525100 223092661 223092661 MEDICARE PART 'D" SUBSIDY 525100 1824872 1824872 224917533 54557 54557 224972090 224917533 0 54557 208807069 801056 3951247 588823 1269688 430727 277399 80000 474651 642089 5096957 425158 43763 10471 113336 POST RETIREMENT BENEFIT 1467023 WITHDRAWAL LIABILITY 280373 REPAIRS & MAINTENANCE 112662 DUES & SUBSCRIPTIONS 53604 45994 224972090 12555513 20685337 213708 209510 68444440 61404879 12226737 11548378 3693202 3671256 34624 21946 93475022 93870050 1933456 1462449 5480673 4815531 86060893 87592070 93475022 93870050 X 0 0 0 0 0 0 0 0 93475022 93870050 0 0 X 0 1 X 1 0 0 1 X 582590 582590 0 3110612 3088666 21946 21946 POST BENEFIT OBLIGATION 69947971 WITHDRAWAL LIABILITY 5844038 COMPENSATED ABSENCES 6993061 BENEFITS CLAIMS PAYABLE 4807000 87592070 224972090 0 224972090 0 224972090 224972090 0 224972090 0 224972090 PART IV, LINE 2B: FUNDS FOR CERTAIN HEALTH BENEFITS ARE MAINTAINED IN SEPARATE ACCOUNTS HELD BY THE PLAN 0 0 0 WILLIAM BIFULCO FUND ADMIN 260853 0 0 0 0 0 48100 0 30460 0 339413 0 0 0 JODI P GOLDMAN ASSOC ADMIN 196513 0 0 0 0 0 36814 0 14502 0 247829 0 0 0 WILLIAM WHALEN DIR/CHIEF COUNSEL 187711 0 0 0 0 0 33934 0 14293 0 235938 0 0 0 YVETTE CHARMANT CONTROLLER 173903 0 0 0 0 0 30748 0 14111 0 218762 0 0 0 JACQUELINE FRANCIS SENIOR ATTORNEY 151418 0 0 0 0 0 27917 0 29016 0 208351 0 0 0 JOSEPH PAOLOZZI III DIRECTOR OF OPERATIONS 163175 0 0 0 0 0 29841 0 14024 0 207040 0 0 0 SHELDON BARASCH SUPERVISING ATTY 156142 0 0 0 0 0 27449 0 28987 0 212578 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND'S CONTROLLER AND WAS REVIEWED WITH THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND MANAGERIAL EMPLOYEES HAVE A CONTINUOUS OBLIGATION TO REPORT POTENTIAL CONFLICTS OF INTEREST. POSSIBLE CONFLICTS ARE REQUIRED TO BE REPORTED TO THE ETHICAL PRACTICES COMMITTEE WHICH IS CHARGED WITH REVIEWING SUCH POSSIBLE CONFLICTS. A TRUSTEE OR MANAGERIAL EMPLOYEE IS PROHIBITED FROM MAKING A DECISION CONCERNING A BUSINESS RELATIONSHIP BETWEEN THE FUND AND A FIRM IN WHICH A CLOSE FAMILY MEMBER HAS A SIGNIFICANT FINANCIAL INTEREST. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. PARTICIPANTS MAY VIEW DOCUMENTS AT THE FUND OFFICE UPON REQUEST TO THE EXTENT REQUIRED BY LAW. DC 37 BENEFITS FUND TRUST 55 WATER STREET NEW YORK NY 10041 132988369 EMPLOYEE BENEFIT PLAN TRUST NY 501(C)(5) N/A 0 DC 37 AFSCME AFL-CIO 55 WATER STREET NEW YORK NE 10041 135673101 LABOR ORGANIZATION NY 501(C)(5) N/A 0 JORALEMON DENTAL SERVICES PC 55 WATER STREET NEW YORK NY 10041 112538770 DENTAL SERVICES NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 FORM 990 PART VII - SUPPLEMENTAL INFORMATION CERTAIN TRUSTEES LISTED ON PART VII, SECTION A, DO NOT RECEIVE COMPENSATION FROM THIS ORGANIZATION, BUT DO RECEIVE COMPENSATION FROM DC 37 AFSCME, AFL-CIO IN THEIR CAPACITY AS EMPLOYEES/OFFICERS OF DC 37. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON THE FORM 990 OF DC 37.