2025-11-05T15:37:21-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 100 JERICHO QUADRANGLE SUITE 342 JERICHO NY 11753 990 2024-01-01 111670612 UNITED UNION OF ROOFERS LOCAL 154 WELFARE FUND UNIT 6314350655 370 VANDERBILT MOTOR PARKWAY 1 HAUPPAUGE NY 11788 SAL GIOVANNIELLO UNION TRUSTEE 6314350655 2025-11-04 1 1 JOHN ANTINORE P10557695 5169313100 2025-11-03 2024 2025-03-06 01:10:19Z SAL GIOVANNIELLO 370 VANDERBILT MOTOR PARKWAY 1 HAUPPAUGE NY 11788 7300972 0 X N/A X 1951 NY TO PROVIDE HEALTH & WELFARE AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THE FUND. 6 3 0 0 0 0 0 0 5490814 5493882 229261 399660 0 0 5720075 5893542 0 0 5135026 5469463 0 0 0 0 0 130571 150474 5265597 5619937 454478 273605 6289850 6374604 933939 885801 5355911 5488803 TO PROVIDE HEALTH & WELFARE AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THE FUND. 0 0 TO PROVIDE HEALTH & WELFARE AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS IN THE FUND. 0 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X SAL GIOVANNIELLO UNION TRUSTEE 6314350655 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 SAL GIOVANNIELLO UNION TRUSTEE 0.00 40.00 X 0 153298 79783 JOHN KEATING UNION TRUSTEE 1.00 39.00 X 0 133300 79783 TIMOTHY MINNICK UNION TRUSTEE 1.00 3.00 X 0 93225 59839 THOMAS MARTIN EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 NATE MARTONE EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 WAYNE MASKIELL EMPLOYER TRUSTEE 1.00 3.00 X 0 0 0 0 379823 219405 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 5464642 5464642 COBRA CONTRIBUTIONS 900099 29240 29240 5493882 35129 35129 1771961 1407430 364531 364531 364531 5893542 5493882 0 399660 5469463 46064 24774 13153 49821 10298 5203 1161 5619937 963220 844744 86717 89609 1354626 913091 3178532 3410461 706755 1116699 6289850 6374604 3443 4575 930496 881226 933939 885801 X 0 0 0 0 0 0 5355911 5488803 6289850 6374604 273605 -140713 0 X 0 1 X 1 0 0 COMMON COLLECTIVE TRUST 3146068 F LIMITED PARTNERSHIP 264393 F 3410461 DUE FROM LOCAL 154 ADMINISTRATIVE ACCOUNT 581627 GUARANTEED DEPOSIT ACCOUNT 535072 1116699 VACATION BENEFITS PAYABLE 782188 DUE TO EMPLOYERS 89609 DUE TO LOCAL 154 PENSION FUND 8377 DUE TO LOCAL 154 ANNUITY 583 DUE TO LOCAL 154 EDUCATION AND TRAINING FUND 469 881226 X 5739676 -140713 -140713 5880389 13153 13153 5893542 5636375 0 5636375 13153 -29591 -16438 5619937 PART X, LINE 2: THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, 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, 2021, ARE NO LONGER OPEN TO EXAMINATION, BASED ON THE STATUTORY PERIOD FOR YEARS SUBJECT TO AUDIT. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEFITS PAYABLE -29,591. 0 0 0 SAL GIOVANNIELLO UNION TRUSTEE 0 144298 0 0 0 9000 0 38158 0 41625 0 233081 0 0 JOHN KEATING UNION TRUSTEE 0 124300 0 0 0 9000 0 38158 0 41625 0 213083 0 0 TIMOTHY MINNICK UNION TRUSTEE 0 93225 0 0 0 0 0 28618 0 31221 0 153064 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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. LOCAL 154 ANNUITY FUND 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 112644048 PROVIDE ANNUITY BENEFITS FOR ELIGIBLE MEMBERS NY 401(A) N/A 0 LOCAL 154 PENSION FUND 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 111982624 PROVIDE PENSION BENEFITS FOR ELIGIBLE MEMBERS NY 401(A) N/A 0 LOCAL 154 APPRENTICE & TRAINING FUND 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11788 113375803 PROVIDE EDUCATION & TRAINING FOR PARTICPANTS IN THE FUND NY 501(C)(5) N/A 0 UNITED UNION OF ROOFERS LOCAL 154 370 VANDERBILT MOTOR PARKWAY SUITE HAUPPAUGE NY 11787 110642285 ORGANIZING AND NEGOTIATING FOR MEMBERS NY 501(C)(5) N/A 0 ABCD CONSTRUCTION CORP DIMITRI ENTERPRISES INC DME CONTRACTING CO INC DNA CONTRACTING EAGLE ONE ROOFING CONTRACTORS INC ECHOSTAR CONSTRUCTION INC JP PATTI COMPANY INC MASPETH C&S MELRIC SYSTEMS CORP METROPOLITAN CONSTRUCTION SYSTEMS MILCON CONSTRUCTION CORP MONAGHAN RESTORATION SERVICES NATIONWIDE RESTORATION INC NICHOLSON & GALLOWAY INC PARIS MAINTENANCE & MANAGEMENT PLESCIA ROOFING INC PROGRADE CONSTRUCTION RELATED SERVICES LLC ROTH BROTHERS INC SCHNELL CONTRACTING SERVICES LLC SUMMIT BUILDING SERVICES SUPREME RESTORATION SERVICES LTD US ALLEGRO WOLKOW BRAKER ROOFING CORP 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0