2025-05-12T16:56:24-05:00 2024-06-30 750786316 WEAVER AND TIDWELL LLP 1 PENN PLAZA SUITE 3200 NEW YORK NY 10119 990 2023-07-01 136118801 WHOLESALE WINE SALESMENS UNION LOCAL 18-D WELFARE FUND WHOL 7188238903 100 ST MARYS AVENUE STATEN ISLAND NY 10305 THOMAS J BAFFER TRUSTEE 7188238903 2025-05-12 1 1 MATTHEW SIMON P01306208 2124865500 2023 2025-03-06 01:10:19Z THOMAS J BAFFER 100 ST MARYS AVENUE STATEN ISLAND NY 10305 2211649 0 X N/A X 1953 NY TO PROVIDE DENTAL, OPTICAL, LIFE INSURANCE AND LONG-TERM DISABILITY BENEFITS TO ITS MEMBERS. 6 4 0 0 0 0 0 0 1747064 1441335 18087 88844 0 0 1765151 1530179 0 0 1098923 1089744 0 0 0 0 0 202546 203751 1301469 1293495 463682 236684 2543198 2882596 42927 102092 2500271 2780504 TO PROVIDE DENTAL, OPTICAL, LIFE INSURANCE AND LONG-TERM DISABILITY BENEFITS TO ITS MEMBERS. 0 0 TO PROVIDE DENTAL, OPTICAL, LIFE INSURANCE AND LONG-TERM DISABILITY BENEFITS TO ITS MEMBERS. 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 4 0 1 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 X THE ORGANIZATION 7188238903 100 ST MARYS AVENUE STATEN ISLAND NY 10305 THOMAS J BAFFER CHAIRMAN 2.00 X 1000 183870 57849 SCOTT GUENSLER EMPLOYER TRUSTEE 2.00 X 0 0 0 ROY KOHN EMPLOYER TRUSTEE 2.00 X 0 0 0 LORRAINE BARA EMPLOYER TRUSTEE 2.00 X 0 0 0 STEPHEN BOORAS UNION TRUSTEE 2.00 X 0 272032 86469 MONICA CORNACCHIA FORMER UNION TRUSTEE 2.00 X 0 0 0 STEVEN LESAK EMPLOYER TRUSTEE 2.00 X 0 0 0 1000 455902 144318 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 1024845 1024845 EMPLOYEE CONTRIBUTIONS 900099 416490 416490 1441335 66901 66901 703413 681470 21943 21943 21943 1530179 1441335 0 88844 1089744 -4008 48411 6000 1234 11069 SHARED ADMINISTRATIVE E 82231 BENEFIT ADMINISTRATION 58814 1293495 250922 240082 1055011 813226 250863 284589 5392 981010 1544699 2543198 2882596 22653 12977 20274 89115 42927 102092 X 0 0 0 0 2500271 2780504 2500271 2780504 2543198 2882596 236684 43549 0 X X 0 1 X 1 0 0 DUE TO RELATED PARTIES 89115 89115 X 1573728 43549 43549 1530179 0 1530179 1293495 0 1293495 0 1293495 PART X, LINE 2: US GAAP REQUIRES FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 STEPHEN BOORAS UNION TRUSTEE 0 272032 0 0 0 0 0 61078 0 25391 0 358501 0 0 THOMAS J BAFFER CHAIRMAN 1000 183870 0 0 0 0 0 36550 0 21299 1000 241719 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S BOARD OF TRUSTEES REVIEWS THE 990 PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 15 THE FUND DOES NOT COMPENSATE ANY TOP MANAGEMENT OFFICIALS. HOWEVER, THE FUND'S BOARD OF TRUSTEES REVIEWS AND AUTHORIZES COMPENSATION FOR ALL EMPLOYEES. THE REVIEW PROCESS IS CONDUCTED AT THE BOARD MEETING AND DOCUMENTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. FORM 990, PART XII, LINE 2C THE FUND'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. WHOLESALE WINE SALESMEN'S UNION LOCAL 18-D SEVERANCE TRUST 100 ST MARYS AVENUE STATEN ISLAND NY 10305 136314646 BENEFIT FUND NY 501(C)(9) 0 RETIREMENT PLAN OF THE WHOLESALE WINE SALESMENT'S PENSION FUND 100 ST MARYS AVENUE STATEN ISLAND NY 10305 510157873 BENEFIT FUND NY 401(A) 0 LIQUOR SALESMEN'S UNION LOCAL 2-D 100 ST MARYS AVENUE STATEN ISLAND NY 10305 131471825 LABOR ORGANIZATION NY 501(C)(5) 0 GALLO WINE SALES OF NJ INC SOUTHERN WINE & SPIRITS OF AMERICA INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0