2024-04-08T08:50:40-05:00 2023-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-07-01 132953328 LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND LOCA 2129242000 216 WEST 14TH STREET NEW YORK NY 10011 BEN CARENZA TRUSTEE 2129242000 2024-04-08 1 BEN CARENZA 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BEN CARENZA 216 WEST 14TH STREET NEW YORK NY 10011 204977 0 X N/A X 1977 NY TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS. 5 3 0 0 0 0 0 0 115418 108211 134 2017 1956 0 117508 110228 0 0 53999 87044 0 0 0 0 0 67234 57736 121233 144780 -3725 -34552 178892 144547 29232 27968 149660 116579 TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS. 0 0 TO PROVIDE SHORT-TERM DISABILITY, DENTAL, DRUG, OPTICAL, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES LOCAL 237 IBT AND TO THOSE OTHERWISE QUALIFIED 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 X 5 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 STREET NEW YORK NY 10011 BEN CARENZA UNION TRUSTEE 1.00 40.00 X 0 203136 13752 ANDREW VIEGAS UNION TRUSTEE 1.00 40.00 X 0 31604 0 SCOTT DIMPERIO UNION TRUSTEE 1.00 40.00 X 0 31604 0 STEPHEN KOEPPER SCHOOL DISTRICT TRUSTEE (P) 1.00 X 0 0 0 FRANK BACCHI SCHOOL DISTRICT TRUSTEE 1.00 X 0 0 0 MATTHEW BACKES SCHOOL DISTRICT TRUSTEE 1.00 X 0 0 0 KRISTOPHER OLIVA SCHOOL DISTRICT TRUSTEE 1.00 X 0 0 0 0 266344 13752 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 108211 108211 108211 1175 1175 95591 94749 842 842 842 110228 108211 0 2017 87044 6004 9000 140 3158 3726 1145 555 REIMBURSED ADMINISTRATI 32208 ADMINISTRATIVE CHARGES 1221 FEES MANDATED BY THE AC 579 144780 73732 47511 43297 0 11667 0 738 745 49458 96291 178892 144547 10138 10145 19094 17823 29232 27968 X 0 0 0 0 149660 116579 149660 116579 178892 144547 -34552 1471 0 X X 0 1 X 1 0 0 X 111559 1471 1471 110088 140 140 110228 144640 0 144640 140 140 144780 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 BEN CARENZA UNION TRUSTEE 0 203136 0 0 0 0 0 13106 0 646 0 216888 0 0 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 IT'S OUTSIDE ACCOUNTANT AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS IT WITH THE 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 XII, LINE 2C THERE HAS BEEN NO CHANGE TO THE PROCESS FROM PREVIOUS YEARS. CITY EMPLOYEES UNION LOCAL 237 IBT 216 WEST 14TH STREET NEW YORK NY 10011 135616651 PROVIDE ASSISTANCE TO MEMBERS IN LABOR RELATED MATTERS NY 501(C)(5) N/A N/A 0 TEAMSTERS LOCAL 237 WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 132575626 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND 216 WEST 14TH STREET NEW YORK NY 10011 133017119 PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO ELIGIBLE MEMBERS NY 501(C)(3) N/A N/A 0 TEAMSTERS LOCAL 237 RETIREES' BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 136701607 PROVIDE WELFARE BENEFITS TO RETIREES NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 132867113 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOYEES 216 WEST 14TH STREET NEW YORK NY 10011 133632883 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 LOCAL 237 TEAMSTERS TOWN OF ISLIP HEALTH & WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353516 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH & WELFARE TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353525 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132900165 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237378882 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 LOCAL 237 TEAMSTERS PLAINVIEW - OLD BETHPAGE CTR SCHOOL DISTRICT H&W TRUST 216 WEST 14TH STREET NEW YORK NY 10011 237442262 PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS NY 501(C)(9) N/A N/A 0 TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 216 WEST 14TH STREET NEW YORK NY 10011 135616651 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 216 WEST 14TH STREET NEW YORK NY 10011 132575626 PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS NY 401(A) N/A N/A 0 N BABYLON AREA SCHOOL DISTRICT 5 JARDINE PLACE NORTH BABYLON NY 11703 NY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0