2024-11-11T14:09:53-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2023-01-01 131777458 LABORERS' LOCAL 235 WELFARE FUND LABO 9145923331 41 KNOLLWOOD ROAD ELMSFORD NY 10523 RALPH J MERRIT UNION TRUSTEE 9145923331 2024-11-05 1 1 JOHN ANTINORE P10557695 5163643390 2024-11-05 2023 2024-10-15 13:58:12Z RALPH J MERRIT 41 KNOLLWOOD ROAD ELMSFORD NY 10523 11758316 0 X N/A X 1948 NY EMPLOYER CONTRIBUTIONS FROM UNION CONTRACTORS PROVIDE ELIGIBLE MEMBERS WITH WELFARE BENEFITS. 6 4 4 0 0 0 0 0 8581687 10050558 80670 243561 486946 471554 9149303 10765673 0 0 5492466 4511853 558328 483466 0 0 0 999848 1064209 7050642 6059528 2098661 4706145 7369270 11918320 1193457 850625 6175813 11067695 EMPLOYER CONTRIBUTIONS FROM UNION CONTRACTORS PROVIDE ELIGIBLE MEMBERS WITH WELFARE BENEFITS. 0 0 EMPLOYER CONTRIBUTIONS FROM UNION CONTRACTORS PROVIDE ELIGIBLE MEMBERS WITH WELFARE BENEFITS 0 0 0 0 0 0 0 0 0 1 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 3 0 4 1 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RALPH J MERRIT 9145923331 41 KNOLLWOOD ROAD ELMSFORD NY 10523 DARIO BOCCAROSSA CHAIRMAN 0.05 40.00 X 0 278100 127368 RALPH MERRITT UNION TRUSTEE 0.05 40.00 X 0 143221 92299 JARAINARE B ARELLANO UNION TRUSTEE 0.05 X 0 0 0 MARK FANTE SECRETARY 0.05 X 0 0 0 MATTHEW PEPE EMPLOYER TRUSTEE 0.05 X 0 0 0 ALAN SEIDMAN EMPLOYER TRUSTEE 0.05 X 0 0 0 0 421321 219667 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 10050558 10050558 10050558 246588 246588 989616 992643 -3027 -3027 -3027 REIMBURSED SHARED INCOME 900099 455739 455739 OTHER INCOME 900099 15815 15815 471554 10765673 10522112 0 243561 4511853 253322 59500 149485 21159 43510 19200 13039 271703 94711 27826 47508 860 10009 375565 THIRD PARTY ADMINISTRAT 120000 SHARE OF CENTER EXPENSE 38475 FEDERAL EXCISE TAX (PCO 1803 6059528 3398088 7601539 131684 139392 1307669 1515064 116010 103304 151934 109684 31050 42250 2217248 2450609 167521 66162 7369270 11918320 910257 514218 283200 336407 1193457 850625 X 0 0 0 0 0 0 6175813 11067695 7369270 11918320 4706145 185737 0 X 0 1 X 0 0 83918 41668 42250 68016 68016 0 42250 DUE TO AFFILIATED FUNDS 284361 DUE TO BUILDING CENTER 929 OPERATING LEASE 51117 336407 X 10482632 185737 185737 10296895 13039 455739 468778 10765673 5590750 -455739 -455739 6046489 13039 13039 6059528 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROCESS. ADDITIONALLY, PLAN MANAGEMENT BELIEVES THAT THE PLAN'S RETURNS FOR THE YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2019 ARE NO LONGER OPEN TO EXAMINATION, BASED ON THE STATUTORY PERIOD FOR YEARS SUBJECT TO AUDIT. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED SHARED INCOME 455,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSED SHARED INCOME -455,739. X 0 0 0 DARIO BOCCAROSSA CHAIRMAN 0 278100 0 0 0 0 0 101386 0 25982 0 405468 0 0 RALPH MERRITT UNION TRUSTEE 0 143221 0 0 0 0 0 66317 0 25982 0 235520 0 0 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - FAMILY RELATIONSHIP - RALPH MERRITT AND SALVATORE FUSARO. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - FORM 990 WAS SENT TO THE TRUSTEES FOR REVIEW. UPON APPROVAL, A WAIVER IS SIGNED AUTHORIZING THE ELECTRONIC SUBMISSION OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT THE BOARD OF TRUSTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 INCREASES IN COMPENSATION ARE APPROVED BY THE BOARD AND ARE COMPARED TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. LABORERS' LOCAL 235 ANNUITY FUND 41 KNOLLWOOD ROAD ELMSFORD NY 10523 133498896 TO PROVIDE ANNUITY BENEFITS FOR PARTICIPANTS NY 401(A) 0 LABORERS' LOCAL 235 PENSION FUND 41 KNOLLWOOD ROAD ELMSFORD NY 10523 136186984 TO PROVIDE PENSION BENEFITS FOR PARTICIPANTS NY 401(A) 0 LABORERS' LOCAL 235 EDUCATION & TRAINING 41 KNOLLWOOD ROAD ELMSFORD NY 10523 066249802 TO PROVIDE EDUCATION AND TRAINING FOR PARTICIPANTS. NY 501(C)(5) 0 WESTCHESTER & PUTNAM BUILDING CENTER 41 KNOLLWOOD ROAD ELMSFORD NY 10523 133251517 RENTAL PROPERTY USED FOR TAX EXEMPT ORGANIZATIONS. NY 501(C)(2) 0 LABORERS' LOCAL UNION 235 41 KNOLLWOOD ROAD ELMSFORD NY 10523 133728097 ORGANIZING AND NEGOTIATING ON BEHALF OF MEMBERS NY 501(C)(5) 0 CONTRIBUTING EMPLOYERS 41 KNOLLWOOD ROAD ELMSFORD NY 10523 SEE ATTACHED SCHEDULE NY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0